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Link to related transcript entity for published notes - #231

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camerontarget14 wants to merge 10 commits into
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link-to-transcript-with-notes
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camerontarget14 wants to merge 10 commits into
mainfrom
link-to-transcript-with-notes

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@camerontarget14

@camerontarget14 camerontarget14 commented Oct 13, 2026 •

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Summary

DNA will now add data to an 'sg_linked_transcript' field for all published notes. This means that DNA notes will be linked in shotgrid to the transcript published if there is one. Was outlined in a comment in #228

Testing

  • I have tested these changes locally
  • I have run all relevant automated tests
  • I have verified this does not break existing workflows
  • For changes that can be tested in UI, I have included screenshots or gif animations of the changes.

How I Tested

Stood up the application, recorded fresh notes and transcripts, published and saw that notes were published with sg_linked_transcript field filled in.

Screenshot 2026-10-12 at 10 27 09 PM

camerontarget14 and others added 10 commits October 11, 2026 11:32
Signed-off-by: Cameron Target <camerontarget@gmail.com>
Signed-off-by: Cameron Target <camerontarget@gmail.com>
Signed-off-by: Cameron Target <camerontarget@gmail.com>
Signed-off-by: Cameron Target <camerontarget@gmail.com>
- Add Exporter / ReviewExportData in @dna/core; CSV and PDF both
  implement it and the Publish menu is built from the exporter list
- Move review row building and the CSV exporter (with tests) to
  @dna/core; PDF rendering and the save dialog stay in the app
- Make CSV columns configurable via VITE_REVIEW_CSV_COLUMNS
  (Header:field entries); defaults unchanged

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Signed-off-by: Cameron Target <camerontarget@gmail.com>
- CSV is one row per note with ShotGrid's Note columns (Id, Subject,
  Links, Author, To, Cc, Body, Date Created, Linked Transcript,
  Attachments, Project); VITE_REVIEW_CSV_COLUMNS still overrides them
- Record each published transcript's name and add
  GET /playlists/{id}/published-transcripts so exports can link it
- Move export data loading out of the Sidebar; use the playlist name
  as the export title

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- New backend/docs/SHOTGRID_SETUP.md: transcript custom entity and
  fields, sg_linked_transcript on Note, script permissions, DNA
  settings and a verification checklist
- Point DEPLOYMENT.md and TRANSCRIPTION_PIPELINE.md at the guide and
  fix stale details (sg_version_in_review, not sg_versions; drop the
  unused VITE_ENABLE_TRANSCRIPT_PUBLISH flag)

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
# Conflicts:
#	frontend/packages/app/src/components/Sidebar.tsx
The origin/main merge (26bc616) was committed with both conflict hunks
still marked. Their main side was empty, so only the marker lines go.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Signed-off-by: Cameron Target <camerontarget@gmail.com>
- Set the Note's sg_linked_transcript to the version's latest published
  transcript row when publishing or republishing a note; scratch notes
  and versions without a transcript stay unlinked
- Write the link as the script user after the as-author create, so
  authors need no edit permission on the field
- Link already-published notes when a transcript row is created
- Publish transcripts before notes in the Publish dialog so new notes
  are created already linked
- SHOTGRID_NOTE_TRANSCRIPT_FIELD names the field (empty turns it off);
  a missing field is re-checked every 60 s and skipped with a warning

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Signed-off-by: Cameron Target <camerontarget@gmail.com>
@camerontarget14

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Going to re-do this work in a separate PR

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