transcription/docs/ui/pages/documents.md

# Documents Page Contract

## Purpose

Documents manages the archival record for each historical artifact independently of its source files and transcription jobs. A Document can be created first, linked to people in one or more roles, and used later as the parent for Sources and Jobs.

## Routes

| Route | Purpose |
| --- | --- |
| `/documents` | Searchable archival Document list. |
| `/documents/new` | Create a Document. |
| `/documents/{document_id}` | View one Document and its related records. |
| `/documents/{document_id}/info` | View archival metadata and system logistics for one Document. |
| `/documents/{document_id}/edit` | Edit metadata and the complete Linked People set. |
| `/documents/{document_id}/delete` | Confirm or block deletion. |
| `/documents/{document_id}/jobs` | Show Jobs belonging to the Document. |
| `/documents/{document_id}/sources` | Source-image gallery for the Document. |
| `/documents/{document_id}/print` | Preview and browser-print the persisted Document. |

## List Behavior

- The title is **Archival Documents**.
- **Create new document** opens the create route.
- The table defaults to Document Title order and supports search and column sorting.
- Columns are Document Title, Author, Tags, Document Date, Type, # Sources, and Transcription Status.
- Document Title is left-aligned; the remaining columns are centered.
- Author lists all linked people in the `author` role.
- # Sources reflects the count of linked Source rows for each Document.
- Transcription Status reflects the most recent Job status for that Document; documents with no Jobs show a blank marker.
- Date display prefers exact date, then approximate date, then `Unknown`.
- Selecting a row opens Document Detail.
- Row navigation includes list context so Document Detail provides **Back to Documents**.
- No records displays `No documents found in repository.`

## Create and Edit Behavior

Required:

- Document name.
- Document type selected from the Document Type registry.

Optional:

- Exact date.
- Approximate date.
- Document location.
- Archive identifier.
- Notes.
- Tags.
- Linked People, with exactly one Person Role per linked Person.

Rules:

- Exact date must parse as `YYYY-MM-DD`; browser presentation may follow locale.
- The exact-date input is labeled **Document date**.
- Existing people appear with disambiguating labels.
- Tag assignment supports selecting existing tags and adding new labels inline.
- **Create new person** opens Person creation.
- `person_id` may preselect that Person in the author role on Document creation.
- An invalid requested Person produces a warning rather than a broken form.
- `return_to=jobs_new` returns a successful create to Job creation with the new Document selected.
- Edit includes active and inactive Document Types so historical values remain maintainable.
- One Linked People table contains Select, Person, and Role columns.
- Add and Edit use an inline Person/Role editor; Save, Cancel, and Delete change staged UI state only.
- A Person may appear once per Document regardless of role.
- Existing inactive-role links remain visible; only active roles may be newly assigned.
- Document fields and the complete staged link set commit atomically on the main save.
- Save success returns to Document Detail.

## Detail Behavior

- The heading shows name, type, and internal ID.
- The header includes a contextual back action: **Back to Documents** by default, **Back to Person** when opened from Person Detail, and **Back to Job** when opened from Job Detail.
- The detail workspace shows a Source-style pan/zoom media viewer with **Previous Page** / **Next Page** navigation for document source pages.
- The center column is **Editable Revision** for the active source page.
- Related People are grouped by role and link to Person Detail.
- **Source Pages & Transcriptions** shows source/job counts and actions for source-image gallery, document jobs, and adding a Job.
- **Edit Document**, **Print**, **Document Details**, **View Source Detail**, and **Delete** are available from the header.
- Invalid IDs and missing Documents produce explicit states without rendering a partial page.

## Document Source Images Behavior

- `/documents/{document_id}/sources` shows the current Document's source pages in a thumbnail gallery.
- Each card shows the page number, stored filename, and an **Open Source Detail** action.
- The page includes a **Back to Document** action.
- No source pages displays an explicit empty state.

## Document Info Behavior

- `/documents/{document_id}/info` contains **Archival Metadata** and **System Logistics**.
- It includes a **Back to Document** action.
- Archival metadata includes authors, document type, tags, document date, location (linked when present), archive identifier, and notes.

## Print Behavior

- Print opens a dedicated preview for persisted Document data.
- **Facsimile** places each Source image beside its current transcription and starts every Source on a new printed sheet.
- **Text only** omits images, joins single line breaks inside paragraphs, and preserves blank-line paragraph boundaries.
- Non-null revised text takes precedence over raw transcription, including an intentionally empty revision.
- Archival metadata resolves Author through the hidden built-in semantic identity, not its mutable label.
- Archival metadata includes the Document Type label.
- Metadata tables use a narrow non-wrapping label column and wider wrapping data columns rather than stretching across the page.
- Job metadata uses one oldest-to-newest column per Job and ends with Status.
- Stored text is escaped and Source media uses record-validated application URLs rather than local file paths.
- Printing uses the browser print dialog; server-generated PDFs are not provided.

## Document Jobs Behavior

- The page lists the Document's Jobs newest first with status and Job ID.
- **Open Job** navigates to Job Detail.
- **Create Job** opens Job creation with the Document selected.
- No jobs displays an explicit empty state.

## Delete Behavior

- Deletion is blocked while any Source or Job belongs to the Document.
- The blocked state names the dependency categories and provides navigation back and to Jobs.
- An unlinked Document requires an explicit permanent-delete action.
- Success returns to the Documents list.

## Acceptance Checklist

- List columns, alignment, search, sorting, date fallback, and row navigation match this contract.
- Create/edit enforce name, registered type, and valid exact-date input.
- Linked People staging enforces one role and one row per Person.
- Document and Linked People writes never partially commit.
- Person-first Document creation preselects the requested Person as author.
- Detail links people, Sources, and Jobs to the correct records.
- Delete never removes a Document with Source or Job dependencies.
- Both print formats preserve the frozen content, ordering, text-precedence, and safety contracts.
- Service failures use the shared error presenter and never report false success.

## Implementation Anchors

- `src/transcription/ui/pages/documents_page.py`
- `src/transcription/ui/components/table/documents.py`
- `src/transcription/services/documents.py`
- `src/transcription/services/people.py`
- `src/transcription/services/workflows.py`
- `src/transcription/ui/components/linked_people.py`
- `src/transcription/ui/pages/print_preview_page.py`
- `src/transcription/api/print_api.py`
- `tests/ui/test_documents_page.py`
- `tests/services/test_document_service.py`

## Known Limitations and Deferred Work

- Source page ordering remains read-only in V4.4.
- Printing other entities, batch printing, and server-side export formats are deferred.