Masterplan Optimiser

Import & Export

The Data Management section in Settings provides tools for exporting, importing, copying and deleting project data.

Exporting

Choose one of three export scopes and click Export to download a .json file:

  • This Project - Exports the current event together with application settings.
  • Application Settings - Exports only global configuration such as task types, templates and capabilities.
  • Full Backup - Exports all projects and application settings.

Importing

Click Choose File to select a previously exported .json backup. The file is validated - it must contain application settings. Once validated, click Import to restore the data.

Importing can also be done from the Project Hub using the Import Backup button.

One-time conversion of an older Desktop database

Desktop also holds the processor signing key, generated separately for the declared processor identity and protected in the operating-system credential store. It can sign the synthetic conversion receipt digest, but it cannot generate, import or retain a controller signing key.

Conversion of the existing older Desktop database is an operator task performed with a separate, temporary command-line tool against a copy. It converts that copy once into the current data format. The converter is not part of the Desktop application and is not available through the import interface described above.

The application does not provide automatic startup migration, runtime compatibility with the older format, dual-read or dual-write behaviour, synchronisation with older data or ongoing older-format support. An operator must verify the dry run, semantic comparison and rollback evidence before accepting converted current-format output. The live original and its untouched backup must remain inaccessible and unchanged during a gated conversion rehearsal.

Copy Event

To reuse data from another project, select a source event from the dropdown and tick which data to copy:

  • Persons - All persons and their details.
  • Locations - All locations.
  • Groups - All groups and their memberships.
  • Task Types & Templates - Task type and template definitions.
  • Capabilities - Enabled capability definitions.

Click Copy to Current Project to proceed. A summary confirms how many items were copied.

One-off Legacy Database Conversion

The current application does not import or automatically migrate the retired Desktop database format. The standalone operator tool at tools/one_off/convert_current_desktop_v2.py is the only supported conversion path for the protected existing database. It is separate from the normal JSON import above.

Protected-data gate: Never run the converter against the live database or the untouched backup. Close the Desktop app, make verified protected copies of the database and encryption key, and use only an expendable copy with no SQLite WAL, shared-memory or journal companion file.

The target database, encrypted age archive and receipt must use unused paths in one protected output directory. The receipt is written last and accounts for copied, changed, archive-only, rejected and unexplained records without including protected field values. Do not replace the live database until the receipt, decrypted archive, semantic record comparison and separate-directory application test have all passed.

Delete Project & Factory Reset

Delete Project permanently removes the current event and all its data after a confirmation dialog.

Factory Reset Application removes all projects and settings. You must type RESET to confirm. After the reset, the application returns to the welcome screen.

Warning: Both delete and factory reset are irreversible. Export a backup first if you may need the data later.