taks-p.4.3

plans/task-p.4.md

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+# Task P.4 - PDFMe Product Item Table Template Refactoring
+
+## Objective
+
+Redesign the PDFMe quotation template to support dynamic Product Item tables by introducing a dedicated Product Item page between the existing Customer Detail page and Condition & Signature page.
+
+The implementation **must not modify or replace the existing template**. A completely new template version shall be created while maintaining full backward compatibility.
+
+---
+
+# Mandatory Discovery Phase (Required)
+
+Before implementing anything, inspect the actual project structure and produce a discovery report.
+
+Do NOT make architectural assumptions.
+
+The implementation may only begin after the discovery phase is completed.
+
+---
+
+# Discovery Scope
+
+Inspect the current implementation under the CRM Template module.
+
+At minimum review:
+
+## 1. CRM Template Module
+
+Inspect everything related to
+
+```
+/dashboard/crm/settings/templates
+```
+
+including
+
+* pages
+* components
+* dialogs
+* APIs
+* services
+* repositories
+* database schema
+* template versioning
+* template preview
+* template import/export
+* template activation flow
+
+Document how the template lifecycle currently works.
+
+---
+
+## 2. PDF Generation Runtime
+
+Inspect the entire rendering pipeline.
+
+Including
+
+* quotation-preview.tsx
+* PDF preview flow
+* PDF download flow
+* pdfme template loader
+* template selector
+* font loader
+* plugin registration
+* input builder
+* layout engine
+* topic engine
+* schema builder
+* adapter layer
+
+Produce a dependency graph showing how a quotation becomes a PDF.
+
+---
+
+## 3. Existing PDF Templates
+
+Locate every existing PDFMe template.
+
+Document
+
+* current page count
+* page purpose
+* schema layout
+* static schema
+* dynamic schema
+* reusable components
+
+Do not assume the current template structure.
+
+---
+
+## 4. Product Item Flow
+
+Locate where quotation product items originate.
+
+Trace
+
+Quotation
+
+↓
+
+Export Payload
+
+↓
+
+Preview Model
+
+↓
+
+Input Builder
+
+↓
+
+PDF Template
+
+↓
+
+PDF Generator
+
+Document every transformation layer.
+
+Do NOT duplicate DTOs or adapters if an existing one already provides the required data.
+
+---
+
+## 5. Layout Engine
+
+Inspect the existing layout implementation.
+
+Determine whether it already supports
+
+* page insertion
+* page cloning
+* page replacement
+* page splitting
+* dynamic page generation
+* table pagination
+* automatic page break
+
+If not supported,
+
+design the extension before implementation.
+
+---
+
+# Discovery Output
+
+Before coding, provide
+
+1. Existing architecture
+
+2. Dependency graph
+
+3. Current template lifecycle
+
+4. Runtime rendering flow
+
+5. Files that will be modified
+
+6. New files that will be created
+
+7. Backward compatibility analysis
+
+8. Risk assessment
+
+9. Migration strategy
+
+Implementation may only begin after this report.
+
+---
+
+# Functional Requirements
+
+Current document
+
+```
+Page 1
+Customer Detail
+
+Page 2
+Condition + Signature
+```
+
+shall become
+
+```
+Page 1
+Customer Detail
+
+Page 2
+Product Item Detail Table
+
+Page 3
+Condition & Signature
+```
+
+---
+
+# Product Item Page
+
+The Product Item page shall contain
+
+* quotation items
+* item number
+* product code
+* description
+* specification
+* quantity
+* unit
+* unit price
+* discount
+* amount
+* remark (if available)
+
+The table shall support
+
+* unlimited rows
+* automatic page break
+* repeated table header
+* automatic page numbering if multiple product pages are required
+
+No fixed maximum row count.
+
+---
+
+# PDFMe Table
+
+Use the official PDFMe Table implementation.
+
+Do not create a custom HTML rendering solution.
+
+Support
+
+* automatic pagination
+* repeated headers
+* dynamic row height
+* variable content length
+
+---
+
+# Template Versioning
+
+Do NOT modify
+
+* existing template JSON
+* existing production template
+* existing preview template
+
+Create a new version.
+
+Example
+
+```
+ALLA_template_pdfme_product_v1.json
+
+ONVALLA_template_pdfme_product_v1.json
+```
+
+The existing templates must continue working without any behavior changes.
+
+---
+
+# Runtime Compatibility
+
+The preview system must support both
+
+Legacy Template
+
+and
+
+Product Item Template
+
+through template selection.
+
+No breaking changes.
+
+---
+
+# CRM Template Module Compatibility
+
+The implementation must integrate with the existing
+
+```
+/dashboard/crm/settings/templates
+```
+
+workflow.
+
+Do not bypass
+
+* template storage
+* template CRUD
+* version management
+* preview
+* activation
+
+The new template shall behave exactly like existing templates.
+
+---
+
+# Non-Functional Requirements
+
+* No breaking changes
+* No duplicated rendering pipeline
+* No duplicated adapters
+* No duplicated DTOs
+* No duplicated services
+* Reuse existing layout engine whenever possible
+* Extend existing architecture instead of replacing it
+
+---
+
+# Acceptance Criteria
+
+* Discovery report completed before implementation.
+* Existing templates remain unchanged.
+* New Product Item template added as a separate version.
+* Product Item page inserted between Customer Detail and Condition page.
+* Unlimited Product Item rows supported.
+* Automatic page break works correctly.
+* Table headers repeat across pages.
+* Preview works correctly.
+* PDF download works correctly.
+* Existing templates continue functioning without modification.
+* `/dashboard/crm/settings/templates` fully supports the new template without regression.