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personal-ai-assistant/plans/phase-8-pdf-templates.md
dolgolyov.alexei bb53eeee8e Phase 8: Customizable PDF Templates — locale support, admin editor, seed templates 
Backend:
- PdfTemplate model with locale field + UNIQUE(name, locale) constraint
- Migration 007: pdf_templates table + template_id FK on generated_pdfs
- Template service: CRUD, Jinja2 validation, render preview with sample data
- Admin endpoints: CRUD /admin/pdf-templates + POST preview
- User endpoint: GET /pdf/templates (active templates list)
- pdf_service: resolves template from DB by ID or falls back to default
  for the appropriate locale
- AI generate_pdf tool accepts optional template_id
- Seed script + 4 HTML template files:
  - Basic Report (en/ru) — general-purpose report
  - Medical Report (en/ru) — health-focused with disclaimers

Frontend:
- Admin PDF templates page with editor, locale selector, live preview (iframe),
  template variables reference panel
- PDF page: template selector dropdown in generation form
- API clients for admin CRUD + user template listing
- Sidebar: admin templates link
- English + Russian translations

Also added Phase 9 (OAuth) and Phase 10 (Rate Limits) placeholders to GeneralPlan.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 15:32:35 +03:00

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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)

Tasks

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

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

Status

COMPLETED

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