Smart Import - manual drawing upload / import¶
| Stage | Estimated |
|---|---|
| Status | Deferred |
| Design status | In review |
| Spec status | In review |
| Estimate | M |
| Confidence | Medium |
| Linear | PIN-1077 ↗ |
| Linear status | Todo |
| Cycle | C15 |
| Design | Design ↗ |
| Linear epic | Data Ingestion & Integrations |
| Module | Smart Import ↗ |
Priority: Medium · Route: /settings/sharepoint (Preconstruction ▸ Smart Import)
Scope¶
Smart Import today only pulls from SharePoint; this adds a manual upload/import path for drawings and other files (Conor #7). Drag/drop or file-picker → AI classify → stage → review → commit, reusing the existing SharePoint staging pipeline so manual and synced files converge on the same review and commit surface rather than a second one-off importer. (Source: PIN-1077.)
Acceptance criteria¶
- Drag/drop or file-picker upload accepts drawings and other document files directly, with no SharePoint connection required
- Uploaded files run through the same AI classify → stage → review → commit pipeline as SharePoint imports (no separate flow)
- In staging, the user can reorder, rename, reclassify (folder/module), and reassign project/bid before commit — identical to the SharePoint flow
- Approve commits uploaded files into the correct project/bid structure, documents, and module records
- AI classification corrections from manual uploads feed the same learning loop as SharePoint imports
- Supported file types are enforced and clearly surfaced to the user (see open question)
Conor's comments¶
Conor #7 (2026-09-03 list): Smart Import is half built — add a manual upload/import path for drawings (and other files) beyond SharePoint sync.
Notes¶
Reuses the SharePoint browse→stage→review→commit pipeline (PIN-678 / PIN-787). This resolves the "manual upload" open question previously parked on the Smart Import (SharePoint) page. Net-new from Conor's 2026-09-03 list — no prior PIN.
Open question for Conor¶
Which file types must be supported (PDF, DWG, DXF, RVT, …)? And must manually-uploaded drawings index and preview now — today SharePoint-imported drawings do not index?