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262/Assign Assessment Template to Position#265

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LOTaher merged 6 commits intomainfrom
262/assign-assessment-temp-to-posn
Apr 2, 2026
Merged

262/Assign Assessment Template to Position#265
LOTaher merged 6 commits intomainfrom
262/assign-assessment-temp-to-posn

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@mshvartsberg
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@mshvartsberg mshvartsberg commented Mar 30, 2026

Assign Assessment Template to Position

Changes

This PR enables assigning an assessment template to a position from the assessment template editor. The save changes button now links the template to the selected position and creates assessments for existing candidates already applied to that position (with status Not Started). Furthermore, when a candidate is added to a position that already has an assigned assessment template, they're automatically assigned that position's assessment and updates the application status to Not Started. It also extends position data so position cards show how many assessments have been sent and how many have been submitted.

  • Added a working position assignment dropdown to the assessment template editor header to replace the place holder
  • Extended the editor save flow so the save changes button now also assigns the selected assessment template to the chosen position
  • Added a new backend endpoint to assign an assessment template to a position
  • Added backend orchestration to:
    • validate org-scoped access
    • link the template to the position
    • create missing Assessment records for existing applications on that position
    • update affected application statuses from NOT_ASSIGNED to NOT_STARTED
  • Made assignment idempotent when the position already has assessments for the same template
  • Blocked reassignment when a position is already linked to a different template or already has assessments for a different template (failure error toast shows if user tries to reassign)
  • Updated candidate add flows so single-add and batch-add both auto-create assessments when the target position already has an assigned template
  • Expanded position list/search data to include:
    • linked assessment template metadata
    • assessment sent count
    • assessment submitted count
  • Updated PositionCard and positions grid wiring to render the new assessment metrics

Screenshots

Position dropdown:
Screenshot 2026-03-29 at 1 16 44 PM
Screenshot 2026-03-29 at 1 16 59 PM

Position card:
Screenshot 2026-04-01 at 9 02 30 PM

Blocking reassignment error toast:
Screenshot 2026-03-29 at 7 31 03 PM

All candidates (existing, new single add, and new batch add) all have the assessment assigned with status Not Started:
image


Checklist

Please go through all items before requesting reviewers:

  • All commits are tagged with the ticket number
  • No linting errors / newline warnings
  • All code follows repository-configured formatting
  • No merge conflicts
  • All checks passing
  • Screenshots included for UI changes
  • Remove non-applicable sections of this template
  • PR assigned to yourself
  • Reviewers requested & Slack ping sent
  • PR linked to the issue (fill in 'Closes #')
  • If design-related, notify the designer in Slack

Closes

Closes #262

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sarge Ready Ready Preview, Comment Apr 2, 2026 1:28pm

Request Review

@mshvartsberg mshvartsberg self-assigned this Mar 30, 2026
@mshvartsberg mshvartsberg requested a review from LOTaher March 30, 2026 00:13
@LOTaher LOTaher merged commit 7612f16 into main Apr 2, 2026
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[CRM][Fullstack] - Assign Assessment Template to Position

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