Non-PDF / SharePoint-link document open (no download)¶
| Stage | Estimated |
|---|---|
| Status | Deferred |
| Design status | In progress |
| Spec status | In review |
| Estimate | M |
| Confidence | Medium |
| Linear | PIN-1076 ↗ |
| Linear status | Todo |
| Cycle | C15 |
| Design | Design ↗ |
| Linear epic | Drawings, Documents & Takeoff |
| Module | Documents ↗ |
Priority: Medium
Scope¶
The second half of Conor's viewer ask (#2): Word and other non-PDF formats open in-app via their SharePoint online link, never downloading a copy into the browser's Downloads folder. A single document-open router dispatches by file type — PDF routes to the in-app viewer (general PDF viewer, PIN-973 render substrate + PIN-1074 markup); Office and other formats route to the SharePoint online (Microsoft 365 web) view. The router is shared everywhere a document link is clicked, so open behaviour is consistent across projects, bids, documents, and the project-controls modules. (Source: PIN-1076.)
Acceptance criteria¶
- Clicking any document link routes by type: PDF opens in the in-app viewer; Word / Excel / PowerPoint and other Office formats open in-app via the SharePoint online (web) view
- No document type triggers a browser download to the Downloads folder
- Non-PDF documents render through the live SharePoint online link (Microsoft 365 web view), not a downloaded local copy
- The open router is a single shared entry point reused everywhere a document link appears (projects, bids, documents, submittals/RFIs, change orders)
- Documents with no SharePoint online link, or unsupported types, show a clear fallback message — never a silent download
- Opening respects existing SharePoint / document permissions; the router never broadens who can view a document
Conor's comments¶
Conor #2 (second half), from the 2026-08-20 launch demo and Conor's 2026-09-03 list: non-PDF formats must open in-app via the SharePoint online link and must never download to the browser.
Notes¶
Pairs with the PDF half of the same epic — general PDF viewer (PIN-973 render/nav substrate + PIN-1074 markup toolkit) — under the Documents & Viewer epic (PIN-1066). Net-new from Conor's 2026-09-03 list — no prior PIN.
Open question for Conor¶
Which non-PDF types must open embedded in-app versus are acceptable to open in a new SharePoint browser tab? And what is the behaviour for documents stored outside SharePoint (e.g. uploaded directly) that have no online link?