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}/edit	Edit metadata and people-by-role links.
/documents/{document_id}/delete	Confirm or block deletion.
/documents/{document_id}/jobs	Show Jobs belonging to the Document.
/documents/{document_id}/sources	Redirect to the Document-filtered Sources list.

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, Type, Author, Document Date, and Archive Ref.
• Document Title is left-aligned; the remaining columns are centered.
• Author lists all linked people in the author role.
• Date display prefers exact date, then approximate date, then Unknown.
• Selecting a row opens Document Detail.
• 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.
• Multiple people for every configured Person Role.

Rules:

• Exact date must parse as YYYY-MM-DD; browser presentation may follow locale.
• Existing people appear with disambiguating labels.
• 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.
• Save success returns to Document Detail.

Detail Behavior

• The heading shows name, type, and internal ID.
• The first Source, when present, appears in the dark-room viewer.
• Archival Metadata shows authors, compact Document date, location, and archive identifier. Notes appear in a separate archival-notes block within the same card.
• System Logistics shows created and updated timestamps.
• Related People are grouped by role and link to Person Detail.
• Sources & Pipeline Jobs shows counts and actions for filtered Sources, Document Jobs, and adding a Job.
• Edit Document and Delete are available from the header.
• Invalid IDs and missing Documents produce explicit states without rendering a partial page.

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.
• Multiple people can be selected independently for each configured role.
• 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.
• 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
• tests/ui/test_documents_page.py
• tests/services/test_document_service.py

Known Limitations and Deferred Work

• Document creation persists the Document before adding relationship links; a later link failure is surfaced but is not currently one atomic write.
• Source ordering controls are deferred to the draft V4.3 scope.