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docs(skills): name the submission key for an existing Role Assignment - #86

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docs/role-assignment-existing-submission-key
Oct 2, 2026
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docs/role-assignment-existing-submission-key

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@travist travist commented Oct 1, 2026

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Summary

The formio-actions reference described the target of an association: "existing" Role Assignment as "a component whose value is the target resource's submission ID". The server reads the target from a component keyed exactly submission, so a form whose target field was keyed user did not assign the role to the intended user (reported by a customer).

  • formio-actions — references/action-types.md turns the existing association into a configuration checklist: the target component is keyed exactly submission, settings.role is set explicitly, and create_all / create_own in the form's submissionAccess go to administrator roles only. The settings table, SKILL.md's association note, and the "Role not being assigned" troubleshooting entry name the key.
  • formio-resource-planner — references/template-json.md states the same rules for any existing Role Assignment the planner emits.
  • skill-tests — role-existing-association.test.ts fails any description of the association that omits the submission key, and pins the explicit-role and administrator-only access guidance in both references.
  • Patch changeset for @formio/ai.

Test plan

  • pnpm test — 1076 skill tests, 1110 server tests pass
  • pnpm lint
  • pnpm format
  • New test failed against the previous wording before the docs changed

🤖 Generated with Claude Code

The formio-actions reference described an `association: "existing"` Role
Assignment's target as "a component whose value is the target resource's
submission ID". The server reads the target from a component keyed exactly
`submission`, so a form whose target field was keyed `user` did not assign
the role to the intended user.

- formio-actions: the `existing` association is now a configuration
  checklist: target component keyed exactly `submission`, `settings.role`
  set explicitly, and `create_all` / `create_own` granted to administrator
  roles only. SKILL.md and the "Role not being assigned" troubleshooting
  entry name the key.
- formio-resource-planner: template-json.md states the same rules for any
  `existing` Role Assignment the planner emits.
- skill-tests: role-existing-association.test.ts fails any description of
  the association that omits the `submission` key, and pins the explicit
  role and administrator-only access guidance.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@travist
travist merged commit 1a93655 into main Oct 2, 2026
1 check passed
travist added a commit that referenced this pull request Oct 4, 2026
…on Packages PR (#87)

A push with pending changesets publishes nothing: changesets/action opens or
updates the Version Packages PR instead. To build it the action checks out
`changeset-release/main` and bumps the versions in the working tree, and leaves
the tree there. "Resolve the released @formio/mcp version" then read
packages/mcp-server/package.json from that tree, got the next, unpublished
version, polled npm for ten minutes and failed the job. #86's run did exactly
that for @formio/mcp@0.14.1. #80's run passed only because its changeset
bumped @formio/ai alone, leaving the server version unchanged.

- The lookup runs only when `steps.changesets.outputs['has-changesets']` is
  not 'true'. v2 of the action names the output in kebab-case. Every step
  downstream is already gated on the lookup's version output, so a version run
  skips them too.
- The version and mcpName are read from the pushed commit with
  `git show "${GITHUB_SHA}:packages/mcp-server/package.json"`, never from the
  working tree the action leaves behind.
- release-waits-for-npm.test.ts pins both.

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
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