Project Builder
Reusable Project templates, phases, tasks, milestones, forms and Provider Requirements.
/admin/settings/projectsFuture Spec 07 →Current-state summary
Project Builder exists as the reusable template surface behind the seven canonical Project Phases. Earlier live review confirmed Project Templates and task-oriented setup, but the future contract must add milestones, dependencies, forms, Items and Budget Categories, Provider Requirements, deliverables, calendars, resources and versioned publication without forking the Project service.
Interface inventory
Anatomy and verified behavior
Verification states separate observed behavior from requirements or assumptions.
| Element | Current behavior | Verification |
|---|---|---|
| Template directory | Project Template entry point exists in Settings. | Verified in prior Projects pass |
| Seven Phases | Concept, Design, Design Package, Construction Administration, Decorating, Procurement and Installation govern Project setup. | Canonical future contract |
| Operational configuration | Current depth does not evidence complete milestones, dependencies, Items, budgets, Provider Requirements or resources. | Known gap |
| Versioning | Published-version and Project-instance lineage are not verified. | Requires verification |
User journeys
Current flows
Publish Project Template
- Create draft
- Configure seven Phases
- Add tasks, milestones, forms, deliverables and dependencies
- Add Item/Budget schemas and Provider Requirements
- Validate
- Publish immutable version
- Instantiate Project with lineage
State model
Current and expected states
Expected; not fully reviewed.
Version contract required.
Required for future selection without breaking Projects.
Product rules
Non-negotiable boundaries
- Project Phase is not Pipeline Stage.
- Templates seed records but do not remain hidden mutable truth.
- Existing Projects retain their originating template version.
- Provider Requirements and Item/Budget configuration use shared canonical services.
Known current limitations · 2 mapped
What is missing, broken or unverified
Future Spec 07 owns closure →- Complete live builder anatomy was not re-exercised in this Settings pass.
- Advanced operational primitives are not evidenced.
Future alignment
Required evolution
- 01Apply Spec 07 correction contract.
- 02Add validation, preview and impact analysis.
- 03Preserve the seven-Phase process while allowing optional work within Phases.
Current baseline
Acceptance record
- All seven canonical Phases remain explicit.
- Published versions are immutable.
- Projects do not silently change when a template is edited.
- Provider and commercial handoffs are configurable.
Reverse-spec completeness
Documentation coverage
The interface is still changing, so visual evidence and repository tracing remain intentionally incomplete.
Purpose and user outcome
DocumentedRoles and access
DocumentedRoutes and entry points
DocumentedPage and component anatomy
DocumentedFields and displayed data
DocumentedPrimary actions
DocumentedForms and validation
DocumentedStates and transitions
DocumentedEmpty, loading and error states
DocumentedResponsive behavior
PartialAccessibility behavior
PartialActivity and audit events
PartialData sources and persistence
DocumentedNotifications and automation
PartialKnown defects and limitations
DocumentedReusable component dependencies
DocumentedFuture-spec conflicts
PartialVisual and repository evidence
DeferredAcceptance of current baseline
Documented