Plan creation wizard: primary research organisation should select from managed organisations?

[nicolasfranck]

Please complete the following fields as applicable:

What version of the DMPRoadmap code are you running? (e.g. v2.2.0)

3.1.1

Behaviour:

The input field "primary research organisation" allows to fill in any organisation; if not found that organisation is created automatically

But often users type in the wrong name, and so unwillingly create extra organisations. Other users, that have the same idea may find that org in the list and think all is fine. But these are organisations without templates; in which case the default template is selected; and the wizard does not show the template selection when there is only one. So the user finds out his mistake until it is too late, i.e. until the plan is created.

Any way, users should not be presented with custom orgs that someone else unwillingly inserted.

Steps to reproduce:

• user X access http://localhost:3000/plans/new
• user X types in "London University", while it should be written as "University of London" (imaginary example)
• controller automatically creates an unmanaged organisation with name "London University"
• controller does not find any template for that new organisation, and there assigns the default template
• user Y makes the same mistake and enters "London University" (it is contagious)
• user Y now sees "London University" appear in the autocomplete list, and therefore thinks "well all is fine, it appears, not?"
• controller does not find any template, and selects the default template. As there is only one choice, it is not shown

As you can see, there is another communication problem here: when there is only one template, it is not communicated. Also the wizard does not communicate that the main purpose of this wizard is the selection of a template; it seems like the user needs to have a research organisation or funder; but is only indirectly needed.

See also problem here: https://github.com/DMPRoadmap/roadmap/issues/3113

[briri]

The team is in the process of building a new create plan page. The original page used the user's selections of the primary research org and funder as a means for determining which template that use. This worked early on for the initial use cases, but does not work well now with new use cases and a desire to convey the user's actual research organization and funder in the JSON metadata (user's sometimes need to enter incorrect orgs just to get a specific template).

The new proposed workflow will allow the user to enter their true research org and funder and then be presented with the ability to select any template (if the research org or funder have a template, then it will rise to the top of the list). See issue: #2337