80 lines
3.4 KiB
Markdown
80 lines
3.4 KiB
Markdown
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# Phase 4: PDF Ingest - Context
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**Gathered:** 2026-03-19
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**Status:** Ready for planning
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<domain>
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## Phase Boundary
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Agent can pull PDF forms from a SkySlope/URE forms library (scraped or API), assign them to clients, view them rendered in the browser, and store them safely on the local filesystem/Docker volume. Filling fields, signatures, and sending are separate phases.
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**Note:** The original roadmap said "manual upload — no utahrealestate.com scraping" but the user wants SkySlope/URE integration as the primary template source. The researcher should investigate whether SkySlope has a public API or if scraping is required.
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</domain>
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<decisions>
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## Implementation Decisions
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### Forms library source
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- Primary source: SkySlope / URE Legacy Forms Library from utahrealestate.com (MLS Forms + URE Legacy Forms Library)
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- Research needed: Does SkySlope have a public API? If not, scraping is the route
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- Forms library should sync at least monthly (automated or manual re-sync path)
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- File picker upload is a backup for custom/non-standard forms not in the library
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### Upload entry point
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- Agent uploads from the client's profile page via an "Add Document" button
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- Clicking "Add Document" opens a modal showing the forms library list with search
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- Search filters the list by name as the agent types
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- File picker option is also in the modal for custom PDFs (rare case)
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### Document naming and metadata
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- Modal pre-fills document name from the template name (e.g., "Purchase Agreement")
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- Agent can edit the name before submitting (e.g., "123 Main St Purchase Agreement")
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- For custom file picker uploads: pre-fill name from filename, agent edits
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- No extra metadata fields — name only. Status auto-sets to Draft on creation.
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- Multiple instances of the same template allowed per client (agent renames to distinguish)
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### File storage
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- When agent adds a template to a client, a copy is saved to a client-specific folder: `uploads/clients/{clientId}/`
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- This ensures Phase 5 field mapping works per-document without affecting the template
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- Soft delete: document record hidden from UI, file kept on disk (not deleted)
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### PDF viewer (document detail page)
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- Minimal chrome: PDF fills the page, document name + client name shown above
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- Controls: page navigation (prev/next), zoom in/out, download button
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- Back link to the client's profile page (matches Phase 3 pattern)
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- Render method: Claude's discretion (researcher should evaluate PDF.js vs browser embed — PDF.js preferred if it sets up Phase 5 field overlay cleanly)
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### Post-upload flow
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- After successful upload: stay on client profile, new document appears in the documents list
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- Progress indicator shown inside the modal while file is being saved
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### Claude's Discretion
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- PDF rendering library choice (PDF.js vs iframe/embed)
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- Exact storage path conventions within uploads/clients/{id}/
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- Error handling for failed uploads or missing templates
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- Forms library sync mechanism implementation details
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</decisions>
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<specifics>
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## Specific Ideas
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- "I get all my documents from utahrealestate.com under the Forms section" — specifically the SkySlope Forms dropdown which shows MLS Forms and URE Legacy Forms Library
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- The forms list in the modal should be searchable — SkySlope likely has many forms
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- The file picker is a fallback for rare edge cases, not the primary workflow
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</specifics>
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<deferred>
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## Deferred Ideas
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- None — discussion stayed within phase scope
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</deferred>
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---
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*Phase: 04-pdf-ingest*
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*Context gathered: 2026-03-19*
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