UI updates, changes sync'd to UI docs

This commit is contained in:
Jim Lancaster
2026-08-02 18:20:38 -05:00
parent 9653060c2a
commit 0ab7ad50f2
22 changed files with 447 additions and 431 deletions
+16 -17
View File
@@ -15,9 +15,9 @@ Creating a Document is a metadata-first workflow:
1. The user opens the Document page.
2. The user selects Create new document.
3. The user enters descriptive metadata about the document.
4. The user optionally links one related person.
4. The user optionally selects one related person from the existing Person list.
5. The system creates the Document.
6. If a person was selected or created, the system links that Person to the Document through DocumentPerson.
6. If a person was selected, the system links that Person to the Document through DocumentPerson with author role.
7. The user sees a success state and lands on the new Document detail page.
## 2. User Goal
@@ -46,9 +46,9 @@ The Document detail page is the page for one specific Document after it has been
It should show:
1. the Document metadata
2. related people linked to the Document
3. a Sources section
4. a Jobs section
5. empty states when no sources or jobs exist yet
3. a linked-author summary when available
4. document-scoped navigation links for Sources and Jobs
5. filtered views for sources and jobs linked to the current document
It should later support links to filtered views for:
1. jobs associated with the current document only
@@ -67,7 +67,8 @@ Expected UI affordance:
Preferred first implementation:
1. A dedicated Document create page or panel.
2. A simple form with explicit labels.
3. Text inputs are acceptable for first release, even where future versions may use dropdowns or richer selectors.
3. Existing Person records should be selectable through a dropdown.
4. Text inputs are acceptable for the remaining fields in first release.
## 5. Create Document Form
@@ -124,12 +125,13 @@ The Create Document flow may optionally link one related person during first rel
| UI Label | Schema Area | Input Type | Required | Notes |
|---|---|---|---|---|
| Related person | Person -> DocumentPerson | Search/select or create inline | No | Intended to support common author-like associations without making the field mandatory |
| Related person | Person -> DocumentPerson | Dropdown select | No | Selects an existing Person and links as author when saved |
First release behavior:
1. The user may save a Document without linking any person.
2. If a person is linked during create, only one person is supported in first release.
3. Additional people and recipient workflows are deferred to a future revision.
3. The selected person is linked as author.
4. Additional people and recipient workflows are deferred to a future revision.
### 5.6 Related Records Not Created Directly Here
@@ -144,7 +146,7 @@ First release behavior:
The user should be able to:
1. select an existing Person to associate with the Document
2. create a new Person if the person does not already exist
2. change the associated Person from the Document edit flow
3. save the Document even if no person is linked
### 6.2 Data Model Interpretation
@@ -162,16 +164,13 @@ This means:
### 6.3 Related Person UI Behavior
Minimum acceptable first implementation:
1. Searchable or scrollable list of existing Person records.
2. Option to create a new Person inline or in a small secondary flow.
3. Clear display of the selected related person before submit.
1. Dropdown of existing Person records.
2. Clear display of the selected related person before submit.
3. Ability to change or clear the selected person in the Document edit flow.
If the person does not exist:
1. User selects Create new person.
2. User enters the minimum required Person information.
3. System creates Person.
4. System returns to Document create flow.
5. System links the new Person if the user completes Document creation.
1. The user should create the Person first from the Person page.
2. The Document create flow only links existing Person records in first release.
## 7. Validation Rules