Add template switch and reset flows for existing projects

app/Actions/Projects/UpdateProjectTemplateLink.php

@@ -0,0 +1,44 @@
+<?php
+
+namespace App\Actions\Projects;
+
+use App\Models\Project;
+use App\Models\ProjectTemplate;
+use Illuminate\Support\Facades\DB;
+
+class UpdateProjectTemplateLink
+{
+    public function __construct(
+        private readonly DuplicateProjectConfiguration $duplicateProjectConfiguration,
+    ) {}
+
+    public function switch(Project $project, ProjectTemplate $template): void
+    {
+        DB::transaction(function () use ($project, $template): void {
+            $project->forceFill([
+                'project_template_id' => $template->id,
+            ])->save();
+
+            $this->duplicateProjectConfiguration->apply(
+                $project->fresh(),
+                $template->configuration_snapshot ?? [],
+            );
+        });
+    }
+
+    public function reset(Project $project): void
+    {
+        $template = $project->projectTemplate;
+
+        if ($template === null) {
+            return;
+        }
+
+        DB::transaction(function () use ($project, $template): void {
+            $this->duplicateProjectConfiguration->apply(
+                $project->fresh(),
+                $template->configuration_snapshot ?? [],
+            );
+        });
+    }
+}

app/Http/Controllers/ProjectController.php

@@ -9,17 +9,20 @@ use App\Actions\Projects\DeleteProject;
 use App\Actions\Projects\DuplicateProjectConfiguration;
 use App\Actions\Projects\ListVisibleProjects;
 use App\Actions\Projects\ResolveProjectTemplateState;
+use App\Actions\Projects\UpdateProjectTemplateLink;
 use App\Enums\Permission;
 use App\Http\Requests\DeleteProjectRequest;
+use App\Http\Requests\ResetProjectTemplateRequest;
 use App\Http\Requests\StoreProjectRequest;
+use App\Http\Requests\SwitchProjectTemplateRequest;
 use App\Http\Requests\SyncProjectPermissionsRequest;
 use App\Http\Resources\PermissionOptionResource;
 use App\Http\Resources\ProjectResource;
 use App\Http\Resources\ProjectTemplateResource;
-use App\Models\ProjectTemplate;
 use App\Http\Resources\TeamResource;
 use App\Http\Resources\UserResource;
 use App\Models\Project;
+use App\Models\ProjectTemplate;
 use App\Models\Team;
 use App\Models\User;
 use Illuminate\Http\RedirectResponse;
@@ -37,6 +40,7 @@ class ProjectController extends Controller
         private readonly ListVisibleProjects $listVisibleProjects,
         private readonly PermissionService $permissionService,
         private readonly ResolveProjectTemplateState $resolveProjectTemplateState,
+        private readonly UpdateProjectTemplateLink $updateProjectTemplateLink,
     ) {}
 
     public function index(Request $request): Response
@@ -117,10 +121,44 @@ class ProjectController extends Controller
     {
         return Inertia::render('projects/settings/General', [
             'project' => ProjectResource::make($project)->resolve(),
+            'sourceTemplates' => ProjectTemplateResource::collection(
+                ProjectTemplate::query()
+                    ->published()
+                    ->with('sourceProject')
+                    ->orderBy('name')
+                    ->get(),
+            )->resolve(),
             'status' => session('status'),
+            'templateState' => $this->resolveProjectTemplateState->handle($project),
         ]);
     }
 
+    public function switchTemplate(SwitchProjectTemplateRequest $request, Project $project): RedirectResponse
+    {
+        $template = ProjectTemplate::query()
+            ->published()
+            ->findOrFail($request->integer('source_template_id'));
+
+        $this->updateProjectTemplateLink->switch($project, $template);
+
+        return to_route('projects.settings.general', $project)
+            ->with('status', "{$project->name} now uses the {$template->name} template.");
+    }
+
+    public function resetTemplate(ResetProjectTemplateRequest $request, Project $project): RedirectResponse
+    {
+        $request->validated();
+
+        $template = $project->projectTemplate;
+
+        abort_if($template === null, 422, 'This project has no linked template to reset.');
+
+        $this->updateProjectTemplateLink->reset($project->load('projectTemplate'));
+
+        return to_route('projects.settings.general', $project)
+            ->with('status', "{$project->name} was reset to the {$template->name} template baseline.");
+    }
+
     public function access(Request $request, Project $project): Response
     {
         $user = $request->user();

app/Http/Requests/ResetProjectTemplateRequest.php

@@ -0,0 +1,43 @@
+<?php
+
+namespace App\Http\Requests;
+
+use App\Models\Project;
+use Illuminate\Contracts\Validation\ValidationRule;
+use Illuminate\Foundation\Http\FormRequest;
+use Illuminate\Validation\Rule;
+
+class ResetProjectTemplateRequest extends FormRequest
+{
+    public function authorize(): bool
+    {
+        return true;
+    }
+
+    /**
+     * @return array<string, ValidationRule|array<mixed>|string>
+     */
+    public function rules(): array
+    {
+        /** @var Project $project */
+        $project = $this->route('project');
+
+        return [
+            'confirmation_key' => [
+                'required',
+                'string',
+                Rule::in([$project->key]),
+            ],
+        ];
+    }
+
+    /**
+     * @return array<string, string>
+     */
+    public function messages(): array
+    {
+        return [
+            'confirmation_key.in' => 'Enter the exact project key to reset this project to its template baseline.',
+        ];
+    }
+}

app/Http/Requests/SwitchProjectTemplateRequest.php

@@ -0,0 +1,51 @@
+<?php
+
+namespace App\Http\Requests;
+
+use App\Models\Project;
+use App\Models\ProjectTemplate;
+use Illuminate\Contracts\Validation\ValidationRule;
+use Illuminate\Foundation\Http\FormRequest;
+use Illuminate\Validation\Rule;
+
+class SwitchProjectTemplateRequest extends FormRequest
+{
+    public function authorize(): bool
+    {
+        return true;
+    }
+
+    /**
+     * @return array<string, ValidationRule|array<mixed>|string>
+     */
+    public function rules(): array
+    {
+        /** @var Project $project */
+        $project = $this->route('project');
+
+        return [
+            'confirmation_key' => [
+                'required',
+                'string',
+                Rule::in([$project->key]),
+            ],
+            'source_template_id' => [
+                'required',
+                'integer',
+                Rule::exists(ProjectTemplate::class, 'id')->where('is_published', true),
+                Rule::notIn(array_filter([$project->project_template_id])),
+            ],
+        ];
+    }
+
+    /**
+     * @return array<string, string>
+     */
+    public function messages(): array
+    {
+        return [
+            'confirmation_key.in' => 'Enter the exact project key to confirm the template switch.',
+            'source_template_id.not_in' => 'Choose a different published template to switch this project.',
+        ];
+    }
+}

resources/js/pages/projects/settings/General.vue

@@ -43,14 +43,70 @@ const breadcrumbs: BreadcrumbItem[] = [
     },
 ];
 
+const switchTemplateForm = useForm({
+    confirmation_key: '',
+    source_template_id: props.sourceTemplates.find(
+        (template) => template.id !== props.project.project_template_id,
+    )?.id,
+});
+
+const resetTemplateForm = useForm({
+    confirmation_key: '',
+});
+
 const deleteForm = useForm({
     confirmation_key: '',
 });
 
+const availableSwitchTemplates = computed(() =>
+    props.sourceTemplates.filter(
+        (template) => template.id !== props.project.project_template_id,
+    ),
+);
+
+const currentTemplate = computed(() => props.project.project_template ?? null);
+
+const isSwitchConfirmationValid = computed(
+    () => switchTemplateForm.confirmation_key === props.project.key,
+);
+
+const canSwitchTemplate = computed(
+    () =>
+        isSwitchConfirmationValid.value &&
+        switchTemplateForm.source_template_id !== undefined,
+);
+
+const isResetConfirmationValid = computed(
+    () => resetTemplateForm.confirmation_key === props.project.key,
+);
+
 const isDeleteConfirmationValid = computed(
     () => deleteForm.confirmation_key === props.project.key,
 );
 
+const submitSwitchTemplate = (): void => {
+    if (!canSwitchTemplate.value) {
+        return;
+    }
+
+    switchTemplateForm.submit(
+        ProjectController.switchTemplate(props.project.id),
+        {
+            preserveScroll: true,
+        },
+    );
+};
+
+const submitResetTemplate = (): void => {
+    if (!isResetConfirmationValid.value) {
+        return;
+    }
+
+    resetTemplateForm.submit(ProjectController.resetTemplate(props.project.id), {
+        preserveScroll: true,
+    });
+};
+
 const submitDelete = (): void => {
     if (!isDeleteConfirmationValid.value) {
         return;
@@ -152,6 +208,139 @@ const submitDelete = (): void => {
                 </CardContent>
             </Card>
 
+            <Card>
+                <CardHeader>
+                    <CardTitle>Template baseline</CardTitle>
+                    <CardDescription>
+                        Switch this project to another published template or reset it back to the currently linked template baseline. Both actions can overwrite local configuration.
+                    </CardDescription>
+                </CardHeader>
+
+                <CardContent class="space-y-6">
+                    <div class="grid gap-4 md:grid-cols-2">
+                        <div class="border-border/70 rounded-xl border p-4">
+                            <p class="text-muted-foreground text-xs font-semibold uppercase tracking-[0.18em]">
+                                Current linked template
+                            </p>
+                            <p class="text-foreground mt-2 text-sm font-semibold">
+                                {{ currentTemplate?.name ?? 'No linked template' }}
+                            </p>
+                            <p class="text-muted-foreground mt-2 text-sm">
+                                {{
+                                    templateState?.inheritsFromTemplate
+                                        ? 'Inherited and overridden areas stay visible after switching or resetting.'
+                                        : 'This project currently behaves like a standalone baseline.'
+                                }}
+                            </p>
+                        </div>
+
+                        <div class="border-border/70 rounded-xl border p-4">
+                            <p class="text-muted-foreground text-xs font-semibold uppercase tracking-[0.18em]">
+                                Warning
+                            </p>
+                            <p class="text-foreground mt-2 text-sm font-medium">
+                                Template changes can replace board workflow, ticket metadata, repositories, and notifications for copied areas.
+                            </p>
+                            <p class="text-muted-foreground mt-2 text-sm">
+                                Confirm each action with the exact project key to avoid accidental overwrites.
+                            </p>
+                        </div>
+                    </div>
+
+                    <div class="grid gap-6 xl:grid-cols-2">
+                        <form class="space-y-4 rounded-xl border p-4" @submit.prevent="submitSwitchTemplate">
+                            <div class="space-y-1">
+                                <h3 class="text-sm font-semibold">Switch to another template</h3>
+                                <p class="text-muted-foreground text-sm">
+                                    Applying a different template replaces the copied areas with that template's current baseline.
+                                </p>
+                            </div>
+
+                            <div class="grid gap-2">
+                                <Label for="source_template_id">Published template</Label>
+                                <select
+                                    id="source_template_id"
+                                    v-model="switchTemplateForm.source_template_id"
+                                    :disabled="switchTemplateForm.processing || availableSwitchTemplates.length === 0"
+                                    class="border-input bg-background shadow-xs focus-visible:border-ring focus-visible:ring-ring/50 rounded-md border px-3 py-2 text-sm outline-none transition-[color,box-shadow] focus-visible:ring-[3px]"
+                                >
+                                    <option :value="undefined" disabled>
+                                        Select a template
+                                    </option>
+                                    <option
+                                        v-for="template in availableSwitchTemplates"
+                                        :key="template.id"
+                                        :value="template.id"
+                                    >
+                                        {{ template.name }}
+                                    </option>
+                                </select>
+                                <InputError :message="switchTemplateForm.errors.source_template_id" />
+                            </div>
+
+                            <div class="grid gap-2">
+                                <Label for="switch_confirmation_key">Confirmation key</Label>
+                                <Input
+                                    id="switch_confirmation_key"
+                                    v-model="switchTemplateForm.confirmation_key"
+                                    :disabled="switchTemplateForm.processing"
+                                    placeholder="Type the project key exactly"
+                                />
+                                <InputError :message="switchTemplateForm.errors.confirmation_key" />
+                            </div>
+
+                            <div class="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
+                                <p class="text-muted-foreground text-sm">
+                                    Existing project-specific configuration in copied areas may be replaced or removed.
+                                </p>
+
+                                <Button
+                                    type="submit"
+                                    variant="outline"
+                                    :disabled="switchTemplateForm.processing || !canSwitchTemplate"
+                                >
+                                    Switch template
+                                </Button>
+                            </div>
+                        </form>
+
+                        <form class="space-y-4 rounded-xl border p-4" @submit.prevent="submitResetTemplate">
+                            <div class="space-y-1">
+                                <h3 class="text-sm font-semibold">Reset to current template baseline</h3>
+                                <p class="text-muted-foreground text-sm">
+                                    Re-apply the currently linked template and clear local divergence inside copied areas.
+                                </p>
+                            </div>
+
+                            <div class="grid gap-2">
+                                <Label for="reset_confirmation_key">Confirmation key</Label>
+                                <Input
+                                    id="reset_confirmation_key"
+                                    v-model="resetTemplateForm.confirmation_key"
+                                    :disabled="resetTemplateForm.processing || !currentTemplate"
+                                    placeholder="Type the project key exactly"
+                                />
+                                <InputError :message="resetTemplateForm.errors.confirmation_key" />
+                            </div>
+
+                            <div class="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
+                                <p class="text-muted-foreground text-sm">
+                                    This restores the current template baseline for copied areas and rewinds project-level overrides there.
+                                </p>
+
+                                <Button
+                                    type="submit"
+                                    variant="outline"
+                                    :disabled="resetTemplateForm.processing || !isResetConfirmationValid || !currentTemplate"
+                                >
+                                    Reset to baseline
+                                </Button>
+                            </div>
+                        </form>
+                    </div>
+                </CardContent>
+            </Card>
+
             <Card
                 class="border-red-200/80 bg-red-50/60 dark:border-red-900/60 dark:bg-red-950/20"
             >

resources/js/types/models/project-model.ts

@@ -1,7 +1,11 @@
+import type { ProjectTemplateModel } from '@/types/models/project-template-model';
+
 export type ProjectModel = {
     id: number;
     name: string;
     key: string;
+    project_template_id?: number | null;
+    project_template?: ProjectTemplateModel | null;
     show_author: boolean;
     show_story_points: boolean;
     created_at: string;

resources/js/types/models/project-template-model.ts

@@ -9,6 +9,7 @@ export type ProjectTemplateModel = {
     name: string;
     slug: string;
     copy_areas: string[];
+    configuration_snapshot: Record<string, unknown>;
     created_at: string | null;
     updated_at: string | null;
 };

resources/js/types/page-props.ts

@@ -69,8 +69,11 @@ export type ProjectTemplateStateArea = {
 export type ProjectTemplateState = {
     effectiveConfiguration: Record<string, unknown>;
     inheritedAreas: ProjectTemplateStateArea[];
+    inheritedConfiguration?: Record<string, unknown>;
     inheritsFromTemplate: boolean;
     overriddenAreas: ProjectTemplateStateArea[];
+    overriddenConfiguration?: Record<string, unknown>;
+    templateConfiguration?: Record<string, unknown>;
     templateId: number;
     templateName: string;
     templateSlug: string;
@@ -117,7 +120,9 @@ export type ProjectBoardSettingsPageProps = {
 
 export type ProjectGeneralSettingsPageProps = {
     project: ProjectModel;
+    sourceTemplates: ProjectTemplateModel[];
     status?: string | null;
+    templateState?: ProjectTemplateState | null;
 };
 
 export type ProjectBoardPageProps = {

routes/web/project/settings.php

@@ -8,6 +8,8 @@ use App\Http\Controllers\ProjectTicketMetadataSettingsController;
 use Illuminate\Support\Facades\Route;
 
 Route::get('general', [ProjectController::class, 'general'])->name('general');
+Route::post('general/switch-template', [ProjectController::class, 'switchTemplate'])->name('general.switch-template');
+Route::post('general/reset-template', [ProjectController::class, 'resetTemplate'])->name('general.reset-template');
 
 Route::get('board', [ProjectBoardSettingsController::class, 'show'])->name('board');
 

tests/Feature/Projects/ProjectControllerTest.php

@@ -2,8 +2,8 @@
 
 namespace Tests\Feature\Projects;
 
-use App\Actions\ProjectTicketMetadata\InitializeProjectTicketMetadata;
 use App\Actions\Projects\DuplicateProjectConfiguration;
+use App\Actions\ProjectTicketMetadata\InitializeProjectTicketMetadata;
 use App\Models\BoardColumn;
 use App\Models\NotificationAction;
 use App\Models\Project;
@@ -590,6 +590,149 @@ class ProjectControllerTest extends TestCase
             );
     }
 
+    public function test_project_admins_can_switch_projects_to_another_template(): void
+    {
+        $user = User::factory()->create();
+        $project = Project::factory()->create([
+            'key' => 'CORE',
+            'name' => 'Core Platform',
+            'show_author' => false,
+            'show_story_points' => false,
+        ]);
+        $currentTemplate = ProjectTemplate::factory()->create([
+            'name' => 'Current Template',
+            'slug' => 'current-template',
+            'copy_areas' => [
+                DuplicateProjectConfiguration::COPY_PROJECT_SETTINGS,
+                DuplicateProjectConfiguration::COPY_TICKET_TYPES,
+            ],
+            'configuration_snapshot' => [
+                DuplicateProjectConfiguration::COPY_PROJECT_SETTINGS => [
+                    'show_author' => false,
+                    'show_story_points' => false,
+                ],
+                DuplicateProjectConfiguration::COPY_TICKET_TYPES => [
+                    ['name' => 'Bug', 'position' => 1, 'is_parent' => false],
+                ],
+            ],
+        ]);
+        $newTemplate = ProjectTemplate::factory()->create([
+            'name' => 'Operations Template',
+            'slug' => 'operations-template',
+            'copy_areas' => [
+                DuplicateProjectConfiguration::COPY_PROJECT_SETTINGS,
+                DuplicateProjectConfiguration::COPY_TICKET_TYPES,
+            ],
+            'configuration_snapshot' => [
+                DuplicateProjectConfiguration::COPY_PROJECT_SETTINGS => [
+                    'show_author' => true,
+                    'show_story_points' => true,
+                ],
+                DuplicateProjectConfiguration::COPY_TICKET_TYPES => [
+                    ['name' => 'Incident', 'position' => 1, 'is_parent' => false],
+                    ['name' => 'Maintenance', 'position' => 2, 'is_parent' => false],
+                ],
+            ],
+        ]);
+
+        $project->update(['project_template_id' => $currentTemplate->id]);
+        $project->ticketTypes()->delete();
+        TicketType::factory()->create(['project_id' => $project->id, 'name' => 'Bug', 'position' => 1, 'is_parent' => false]);
+
+        $this->syncProjectPermissions($project, $user, ['admin']);
+
+        $this->actingAs($user)
+            ->from(route('projects.settings.general', $project))
+            ->post(route('projects.settings.general.switch-template', $project), [
+                'confirmation_key' => 'CORE',
+                'source_template_id' => $newTemplate->id,
+            ])
+            ->assertRedirect(route('projects.settings.general', $project))
+            ->assertSessionHas('status', 'Core Platform now uses the Operations Template template.');
+
+        $project->refresh();
+
+        $this->assertSame($newTemplate->id, $project->project_template_id);
+        $this->assertTrue($project->show_author);
+        $this->assertTrue($project->show_story_points);
+        $this->assertSame(['Incident', 'Maintenance'], $project->ticketTypes()->pluck('name')->all());
+    }
+
+    public function test_project_admins_can_reset_projects_to_their_current_template_baseline(): void
+    {
+        $user = User::factory()->create();
+        $project = Project::factory()->create([
+            'key' => 'CORE',
+            'name' => 'Core Platform',
+            'show_author' => false,
+            'show_story_points' => false,
+        ]);
+        $template = ProjectTemplate::factory()->create([
+            'name' => 'Workflow Template',
+            'slug' => 'workflow-template',
+            'copy_areas' => [
+                DuplicateProjectConfiguration::COPY_PROJECT_SETTINGS,
+                DuplicateProjectConfiguration::COPY_TICKET_TYPES,
+            ],
+            'configuration_snapshot' => [
+                DuplicateProjectConfiguration::COPY_PROJECT_SETTINGS => [
+                    'show_author' => true,
+                    'show_story_points' => true,
+                ],
+                DuplicateProjectConfiguration::COPY_TICKET_TYPES => [
+                    ['name' => 'Bug', 'position' => 1, 'is_parent' => false],
+                    ['name' => 'Feature', 'position' => 2, 'is_parent' => false],
+                ],
+            ],
+        ]);
+
+        $project->update(['project_template_id' => $template->id]);
+        $project->ticketTypes()->delete();
+        TicketType::factory()->create(['project_id' => $project->id, 'name' => 'Custom', 'position' => 1, 'is_parent' => false]);
+
+        $this->syncProjectPermissions($project, $user, ['admin']);
+
+        $this->actingAs($user)
+            ->from(route('projects.settings.general', $project))
+            ->post(route('projects.settings.general.reset-template', $project), [
+                'confirmation_key' => 'CORE',
+            ])
+            ->assertRedirect(route('projects.settings.general', $project))
+            ->assertSessionHas('status', 'Core Platform was reset to the Workflow Template template baseline.');
+
+        $project->refresh();
+
+        $this->assertSame($template->id, $project->project_template_id);
+        $this->assertTrue($project->show_author);
+        $this->assertTrue($project->show_story_points);
+        $this->assertSame(['Bug', 'Feature'], $project->ticketTypes()->pluck('name')->all());
+    }
+
+    public function test_project_template_switch_requires_exact_project_key_confirmation(): void
+    {
+        $user = User::factory()->create();
+        $project = Project::factory()->create([
+            'key' => 'CORE',
+        ]);
+        $project->update([
+            'project_template_id' => ProjectTemplate::factory()->create()->id,
+        ]);
+        $newTemplate = ProjectTemplate::factory()->create();
+
+        $this->syncProjectPermissions($project, $user, ['admin']);
+
+        $this->actingAs($user)
+            ->from(route('projects.settings.general', $project))
+            ->post(route('projects.settings.general.switch-template', $project), [
+                'confirmation_key' => 'core',
+                'source_template_id' => $newTemplate->id,
+            ])
+            ->assertRedirect(route('projects.settings.general', $project))
+            ->assertSessionHasErrors('confirmation_key');
+
+        $this->assertNotSame($newTemplate->id, $project->fresh()->project_template_id);
+    }
+
     /**
      * Ensure admins can delete projects and their dependent project-scoped data.
      */