generated from john/python-template
UI updates, changes sync'd to UI docs
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@@ -15,9 +15,9 @@ Creating a Document is a metadata-first workflow:
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1. The user opens the Document page.
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2. The user selects Create new document.
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3. The user enters descriptive metadata about the document.
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4. The user optionally links one related person.
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4. The user optionally selects one related person from the existing Person list.
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5. The system creates the Document.
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6. If a person was selected or created, the system links that Person to the Document through DocumentPerson.
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6. If a person was selected, the system links that Person to the Document through DocumentPerson with author role.
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7. The user sees a success state and lands on the new Document detail page.
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## 2. User Goal
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@@ -46,9 +46,9 @@ The Document detail page is the page for one specific Document after it has been
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It should show:
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1. the Document metadata
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2. related people linked to the Document
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3. a Sources section
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4. a Jobs section
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5. empty states when no sources or jobs exist yet
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3. a linked-author summary when available
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4. document-scoped navigation links for Sources and Jobs
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5. filtered views for sources and jobs linked to the current document
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It should later support links to filtered views for:
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1. jobs associated with the current document only
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@@ -67,7 +67,8 @@ Expected UI affordance:
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Preferred first implementation:
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1. A dedicated Document create page or panel.
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2. A simple form with explicit labels.
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3. Text inputs are acceptable for first release, even where future versions may use dropdowns or richer selectors.
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3. Existing Person records should be selectable through a dropdown.
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4. Text inputs are acceptable for the remaining fields in first release.
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## 5. Create Document Form
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@@ -124,12 +125,13 @@ The Create Document flow may optionally link one related person during first rel
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| UI Label | Schema Area | Input Type | Required | Notes |
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|---|---|---|---|---|
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| Related person | Person -> DocumentPerson | Search/select or create inline | No | Intended to support common author-like associations without making the field mandatory |
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| Related person | Person -> DocumentPerson | Dropdown select | No | Selects an existing Person and links as author when saved |
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First release behavior:
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1. The user may save a Document without linking any person.
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2. If a person is linked during create, only one person is supported in first release.
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3. Additional people and recipient workflows are deferred to a future revision.
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3. The selected person is linked as author.
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4. Additional people and recipient workflows are deferred to a future revision.
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### 5.6 Related Records Not Created Directly Here
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@@ -144,7 +146,7 @@ First release behavior:
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The user should be able to:
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1. select an existing Person to associate with the Document
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2. create a new Person if the person does not already exist
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2. change the associated Person from the Document edit flow
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3. save the Document even if no person is linked
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### 6.2 Data Model Interpretation
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@@ -162,16 +164,13 @@ This means:
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### 6.3 Related Person UI Behavior
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Minimum acceptable first implementation:
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1. Searchable or scrollable list of existing Person records.
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2. Option to create a new Person inline or in a small secondary flow.
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3. Clear display of the selected related person before submit.
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1. Dropdown of existing Person records.
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2. Clear display of the selected related person before submit.
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3. Ability to change or clear the selected person in the Document edit flow.
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If the person does not exist:
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1. User selects Create new person.
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2. User enters the minimum required Person information.
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3. System creates Person.
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4. System returns to Document create flow.
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5. System links the new Person if the user completes Document creation.
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1. The user should create the Person first from the Person page.
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2. The Document create flow only links existing Person records in first release.
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## 7. Validation Rules
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