# Phase 8: Customizable PDF Templates — Subplan

## Goal

Allow admins to manage Jinja2 HTML PDF templates in the database, and let users (or AI) select a template when generating PDFs, with a live preview editor.

## Prerequisites

- Phase 6-7 completed (PDF generation with WeasyPrint, admin patterns)

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## Tasks

- [x] **8.1** Create `backend/app/models/pdf_template.py`: PdfTemplate model (name, description, html_content, is_default, is_active). Register in `models/__init__.py`.
- [x] **8.2** Create migration `007_create_pdf_templates.py`: table + seed default template from current report.html. Add `template_id` FK to `generated_pdfs`.
- [x] **8.3** Create `backend/app/services/pdf_template_service.py`: CRUD + `validate_jinja2()` helper.
- [x] **8.4** Create `backend/app/schemas/pdf_template.py`. Add `template_id` to `GeneratePdfRequest` and `PdfResponse`.
- [x] **8.5** Add admin endpoints to `admin.py`: CRUD `/admin/pdf-templates` + POST `/admin/pdf-templates/preview`.
- [x] **8.6** Add `GET /pdf/templates` user endpoint (active templates list).
- [x] **8.7** Update `pdf_service.generate_pdf_report`: accept template_id, load from DB, render via `from_string()`.
- [x] **8.8** Update AI tool `generate_pdf` with optional template_id.
- [x] **8.9** Frontend API: `admin-pdf-templates.ts` CRUD + update `pdf.ts` with template support.
- [x] **8.10** Update `frontend/src/pages/pdf.tsx`: template selector dropdown.
- [x] **8.11** Create `frontend/src/pages/admin/pdf-templates.tsx`: editor with live preview.
- [x] **8.12** Template variables documentation panel in editor.
- [x] **8.13** Update routes, sidebar, en/ru translations.
- [x] **8.14** Tests + verification.

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## Acceptance Criteria

1. Default template seeded by migration, identical output to current
2. Admin CRUD for templates; cannot delete default
3. Invalid Jinja2 rejected with clear error
4. Users select template when generating PDF; default used if omitted
5. AI tool works with/without template_id
6. Live preview in admin editor
7. generated_pdfs.template_id records which template was used
8. All UI text in en/ru
9. Frontend builds clean, backend tests pass

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## Status

**COMPLETED**