feat(tracker): create a milestone from the milestone selector

plugins/tracker-resources/src/components/milestones/MilestoneSelector.svelte

@@ -13,14 +13,26 @@
 // limitations under the License.
 -->
 <script lang="ts">
+  import { permissionsStore } from '@hcengineering/contact-resources'
   import { DocumentQuery, Ref, SortingOrder } from '@hcengineering/core'
   import { IntlString, getEmbeddedLabel, translateCB } from '@hcengineering/platform'
-  import { createQuery } from '@hcengineering/presentation'
+  import { createQuery, getClient } from '@hcengineering/presentation'
   import { Milestone } from '@hcengineering/tracker'
   import type { ButtonKind, ButtonSize, LabelAndProps, PopupResult } from '@hcengineering/ui'
-  import { Button, ButtonShape, Label, SelectPopup, eventToHTMLElement, showPopup, themeStore } from '@hcengineering/ui'
+  import {
+    Button,
+    ButtonShape,
+    IconAdd,
+    Label,
+    SelectPopup,
+    eventToHTMLElement,
+    showPopup,
+    themeStore
+  } from '@hcengineering/ui'
   import tracker from '../../plugin'
   import { milestoneStatusAssets } from '../../types'
+  import { canCreateMilestone } from './milestonePermissions'
+  import NewMilestone from './NewMilestone.svelte'
 
   export let value: Ref<Milestone> | null | undefined
   export let space: DocumentQuery<Milestone>['space'] | undefined = undefined
@@ -76,14 +88,20 @@
     selectedMilestone = milestones.find((it) => it._id === newMilestoneId)
   }
 
-  const getMilestoneInfo = (rawMilestones: Milestone[], sp: Milestone | undefined) => {
+  const createMilestoneId = '#createMilestone'
+  // A new milestone can be created only when the selector is bound to a single project
+  // and the user may create milestones in it
+  $: canCreate = canCreateMilestone(space, isEditable, isAction, $permissionsStore)
+
+  const getMilestoneInfo = (rawMilestones: Milestone[], sp: Milestone | undefined, canCreate: boolean) => {
     return [
       {
         id: null,
         icon: tracker.icon.Milestone,
         label: tracker.string.NoMilestone,
         isSelected: sp === undefined
       },
+      ...(canCreate ? [{ id: createMilestoneId, icon: IconAdd, label: tracker.string.NewMilestone }] : []),
       ...rawMilestones.map((p) => ({
         id: p._id,
         icon: tracker.icon.Milestone,
@@ -94,7 +112,22 @@
     ]
   }
 
-  $: milestones = getMilestoneInfo(rawMilestones, selectedMilestone)
+  $: milestones = getMilestoneInfo(rawMilestones, selectedMilestone, canCreate)
+
+  const client = getClient()
+
+  function createMilestone (): void {
+    if (!canCreate || typeof space !== 'string') return
+    const project = space
+    showPopup(NewMilestone, { space: project }, 'top', async (milestoneId: Ref<Milestone> | undefined) => {
+      if (milestoneId == null) return
+      // The project can be changed inside the dialog, select the milestone only if it belongs to our project
+      const milestone = await client.findOne(tracker.class.Milestone, { _id: milestoneId })
+      if (milestone?.space === project) {
+        onChange?.(milestoneId)
+      }
+    })
+  }
 
   let milestonePopup: PopupResult | undefined
   const handleMilestoneEditorOpened = async (event: MouseEvent): Promise<void> => {
@@ -108,8 +141,12 @@
       { value: milestones, placeholder: popupPlaceholder, searchable: true },
       eventToHTMLElement(event),
       (evt) => {
-        onChange?.(evt)
         milestonePopup = undefined
+        if (evt === createMilestoneId) {
+          createMilestone()
+          return
+        }
+        onChange?.(evt)
       }
     )
   }

plugins/tracker-resources/src/components/milestones/NewMilestone.svelte

@@ -13,6 +13,7 @@
 // limitations under the License.
 -->
 <script lang="ts">
+  import { permissionsStore } from '@hcengineering/contact-resources'
   import { Data, Ref } from '@hcengineering/core'
   import { IntlString } from '@hcengineering/platform'
   import { Card, getClient, SpaceSelector } from '@hcengineering/presentation'
@@ -23,6 +24,7 @@
   import tracker from '../../plugin'
   import MilestoneStatusEditor from './MilestoneStatusEditor.svelte'
   import ProjectPresenter from '../projects/ProjectPresenter.svelte'
+  import { canSaveMilestone } from './milestonePermissions'
 
   export let space: Ref<Project>
   const dispatch = createEventDispatcher()
@@ -38,18 +40,23 @@
     targetDate: Date.now() + 14 * 24 * 60 * 60 * 1000
   }
 
+  let createdMilestone: Ref<Milestone> | undefined
+
+  $: canSave = canSaveMilestone(space, object.label, $permissionsStore)
+
   async function onSave () {
-    await client.createDoc(tracker.class.Milestone, space, object)
+    if (!canSaveMilestone(space, object.label, $permissionsStore)) return
+    createdMilestone = await client.createDoc(tracker.class.Milestone, space, object)
   }
 </script>
 
 <Card
   label={tracker.string.NewMilestone}
   okAction={onSave}
-  canSave={object.label !== ''}
+  {canSave}
   okLabel={tracker.string.CreateMilestone}
   gap={'gapV-4'}
-  on:close={() => dispatch('close')}
+  on:close={() => dispatch('close', createdMilestone)}
   on:changeContent
 >
   <svelte:fragment slot="header">

plugins/tracker-resources/src/components/milestones/__tests__/milestonePermissions.test.ts

@@ -0,0 +1,115 @@
+//
+// Copyright © 2026 Hardcore Engineering Inc.
+// SPDX-License-Identifier: EPL-2.0
+//
+
+import type { PermissionsStore } from '@hcengineering/contact'
+import type { Permission, Ref } from '@hcengineering/core'
+import type { Project } from '@hcengineering/tracker'
+import { canCreateMilestone, canSaveMilestone } from '../milestonePermissions'
+
+jest.mock('@hcengineering/view-resources', () => jest.requireActual('../../../../../view-resources/src/permissions'))
+jest.mock('@hcengineering/platform', () => ({
+  ...jest.requireActual('@hcengineering/platform'),
+  getMetadata: jest.fn()
+}))
+jest.mock('@hcengineering/presentation', () => ({
+  getClient: () => ({
+    getHierarchy: () => ({ getAncestors: (objectClass: string) => [objectClass] }),
+    getModel: () => ({
+      findAllSync: (_class: string, query: { txClass: string }) =>
+        query.txClass === 'core:class:TxCreateDoc'
+          ? [
+              {
+                _id: 'allow-milestone',
+                objectClass: 'tracker:class:Milestone'
+              },
+              {
+                _id: 'forbid-milestone',
+                objectClass: 'tracker:class:Milestone',
+                forbid: true
+              }
+            ]
+          : []
+    })
+  })
+}))
+jest.mock('../../../plugin', () => ({
+  __esModule: true,
+  default: { class: { Milestone: 'tracker:class:Milestone' } }
+}))
+
+const project = 'project' as Ref<Project>
+const otherProject = 'other-project' as Ref<Project>
+
+function permissions (permission?: string, restricted: boolean = false): PermissionsStore {
+  return {
+    ps: permission === undefined ? {} : { [project]: new Set([permission as Ref<Permission>]) },
+    ap: {},
+    ms: {},
+    whitelist: new Set(),
+    restrictedSpaces: new Set(restricted ? [project] : [])
+  }
+}
+
+describe('milestone creation permissions', () => {
+  it('offers creation to a permitted user in a restricted project', () => {
+    expect(canCreateMilestone(project, true, false, permissions('allow-milestone', true))).toBe(true)
+  })
+
+  it('hides creation from a forbidden user even in an unrestricted project', () => {
+    expect(canCreateMilestone(project, true, false, permissions('forbid-milestone'))).toBe(false)
+  })
+
+  it('hides creation in a restricted project without a creation grant', () => {
+    const store = permissions(undefined, true)
+    store.ps[project] = new Set()
+    expect(canCreateMilestone(project, true, false, store)).toBe(false)
+  })
+
+  it('appears after permissions load and disappears when permission is revoked', () => {
+    expect(canCreateMilestone(project, true, false, permissions())).toBe(false)
+    expect(canCreateMilestone(project, true, false, permissions('allow-milestone', true))).toBe(true)
+    expect(canCreateMilestone(project, true, false, permissions('forbid-milestone', true))).toBe(false)
+  })
+
+  it('does not carry permission over to another project', () => {
+    expect(canCreateMilestone(otherProject, true, false, permissions('allow-milestone'))).toBe(false)
+  })
+
+  it('allows creation in a whitelisted project', () => {
+    const store = permissions()
+    store.whitelist.add(project)
+    expect(canCreateMilestone(project, true, false, store)).toBe(true)
+  })
+
+  it('requires an editable selector bound to a single project outside action mode', () => {
+    const store = permissions('allow-milestone')
+    expect(canCreateMilestone(project, false, false, store)).toBe(false)
+    expect(canCreateMilestone(project, true, true, store)).toBe(false)
+    expect(canCreateMilestone(undefined, true, false, store)).toBe(false)
+    expect(canCreateMilestone({ $in: [project, otherProject] }, true, false, store)).toBe(false)
+  })
+})
+
+describe('milestone dialog save permissions', () => {
+  it('requires a label even when the user may create milestones', () => {
+    const store = permissions('allow-milestone', true)
+    expect(canSaveMilestone(project, '', store)).toBe(false)
+    expect(canSaveMilestone(project, 'Release', store)).toBe(true)
+  })
+
+  it('disables saving when the dialog switches to a forbidden project and enables it on return', () => {
+    const store = permissions('allow-milestone', true)
+    store.ps[otherProject] = new Set(['forbid-milestone' as Ref<Permission>])
+    expect(canSaveMilestone(project, 'Release', store)).toBe(true)
+    expect(canSaveMilestone(otherProject, 'Release', store)).toBe(false)
+    expect(canSaveMilestone(project, 'Release', store)).toBe(true)
+  })
+
+  it('waits for permissions and disables saving when permission is revoked', () => {
+    expect(canSaveMilestone(project, 'Release', permissions())).toBe(false)
+    expect(canSaveMilestone(project, 'Release', permissions('allow-milestone', true))).toBe(true)
+    expect(canSaveMilestone(project, 'Release', permissions('forbid-milestone', true))).toBe(false)
+  })
+})

plugins/tracker-resources/src/components/milestones/milestonePermissions.ts

@@ -0,0 +1,30 @@
+//
+// Copyright © 2026 Hardcore Engineering Inc.
+// SPDX-License-Identifier: EPL-2.0
+//
+
+import type { PermissionsStore } from '@hcengineering/contact'
+import type { DocumentQuery } from '@hcengineering/core'
+import type { Milestone } from '@hcengineering/tracker'
+import { canCreateObject } from '@hcengineering/view-resources'
+import tracker from '../../plugin'
+
+export function canCreateMilestone (
+  space: DocumentQuery<Milestone>['space'] | undefined,
+  isEditable: boolean,
+  isAction: boolean,
+  permissions: PermissionsStore
+): boolean {
+  if (!isEditable || isAction || typeof space !== 'string') return false
+  // The permissions query loads asynchronously. Do not allow creation before this project is known.
+  if (!permissions.whitelist.has(space) && permissions.ps[space] === undefined) return false
+  return canCreateObject(tracker.class.Milestone, space, permissions)
+}
+
+export function canSaveMilestone (
+  space: DocumentQuery<Milestone>['space'] | undefined,
+  label: string,
+  permissions: PermissionsStore
+): boolean {
+  return label !== '' && canCreateMilestone(space, true, false, permissions)
+}