Templates - proposal / RFI / SOV / handoff PDF template management¶
| Stage | Building |
|---|---|
| Status | Partial |
| Design status | In progress |
| Estimate | S |
| Confidence | Medium |
| Linear | PIN-390 ↗ PIN-459 ↗ |
| Linear status | Done |
| Design | Design ↗ |
| Linear epic | Platform Foundation |
| Module | Settings & Admin ↗ |
Priority: High
Scope¶
Admin-managed template registry (Word/Excel/Schedule master files, Pinley-branded) that Cara can generate from directly — "create the MEP proposal from template, save to folder" or draft it as an email — plus dedicated PDF export for RFIs (single RFI with full thread, and the project-wide RFI log). (Source: PIN-390, PIN-459.)
Acceptance criteria¶
- Templates settings page: Owner/Admin can upload and tag Word/Excel/Schedule templates
- Cara can generate a document from a named template, filled with entity data, and save it to a chosen folder or draft it as an email
- Cara auto-selects the right template from a natural-language request (e.g. "generate the standard MEP proposal")
- Single-RFI PDF export: header with logo, full field set, question body, attachments list, full response thread
- RFI log PDF export: tabular summary of all RFIs on a project
- Both PDF exports carry company branding (logo, name, address) from app settings
- Loading state while generating; error toast on failure
Conor's comments¶
Need this for all proposal, COs, RFIs. Desing documents sent and should be a modules that can be edited or changed by admin.
Notes¶
Monorepo-only admin surface; TemplateService manages document/PDF templates; built but undocumented (gap-analysis)