@fayz-ai/plugin-forms 0.8.0 → 0.8.1

package/dist/lib/person-fields.d.ts

@@ -0,0 +1,16 @@
+import type { FormSchema } from '../types';
+/** Curated, vertical-agnostic person keys offered in the field builder. */
+export declare const PERSON_FIELD_OPTIONS: Array<{
+    value: string;
+    labelKey: string;
+}>;
+/** Read a person field value, tolerating camelCase/snake_case key variants. */
+export declare function resolvePersonValue(person: Record<string, unknown> | undefined | null, mapKey: string | undefined): unknown;
+/**
+ * Build the initial document data for a template. For each field, applies (in
+ * priority order) an existing value, then the mapped person value, then the
+ * field's static `defaultValue`. Never overwrites a value already present in
+ * `existing`.
+ */
+export declare function prefillFromPerson(schema: FormSchema | undefined, person: Record<string, unknown> | undefined | null, existing?: Record<string, unknown>): Record<string, unknown>;
+//# sourceMappingURL=person-fields.d.ts.map

package/dist/lib/person-fields.d.ts.map

@@ -0,0 +1 @@
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package/dist/lib/print.d.ts

@@ -0,0 +1,17 @@
+import type { FormDocument, FormTemplate } from '../types';
+export interface BuildPrintOptions {
+    /** Heading shown at the top of the page (defaults to the document title). */
+    heading?: string;
+    /** Small line under the heading (e.g. person name). */
+    subheading?: string;
+}
+/** Build a full, self-contained printable HTML document. */
+export declare function buildPrintHtml(template: FormTemplate, doc: FormDocument, opts?: BuildPrintOptions): string;
+/**
+ * Print a prebuilt HTML document via a hidden iframe (popup-blocker safe).
+ * The browser print dialog handles both printing and "Save as PDF".
+ */
+export declare function printHtml(html: string): void;
+/** Convenience: build + print a document in one call. */
+export declare function printDocument(template: FormTemplate, doc: FormDocument, opts?: BuildPrintOptions): void;
+//# sourceMappingURL=print.d.ts.map

package/dist/lib/print.d.ts.map

@@ -0,0 +1 @@
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package/dist/lib/tenant.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"tenant.d.ts","sourceRoot":"","sources":["../../src/lib/tenant.ts"],"names":[],"mappings":"AAGA,wBAAgB,gBAAgB,CAAC,EAAE,EAAE,MAAM,GAAG,SAAS,GAAG,IAAI,CAAyB;AACvF,wBAAgB,gBAAgB,IAAI,MAAM,GAAG,SAAS,CAA2B"}
+{"version":3,"file":"tenant.d.ts","sourceRoot":"","sources":["../../src/lib/tenant.ts"],"names":[],"mappings":"AAOA,wBAAgB,gBAAgB,CAAC,EAAE,EAAE,MAAM,GAAG,SAAS,GAAG,IAAI,CAAyB;AACvF,wBAAgB,gBAAgB,IAAI,MAAM,GAAG,SAAS,CAAkD"}

package/dist/locales/en.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"en.d.ts","sourceRoot":"","sources":["../../src/locales/en.ts"],"names":[],"mappings":"AAAA,eAAO,MAAM,EAAE,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CA0ErC,CAAA"}
+{"version":3,"file":"en.d.ts","sourceRoot":"","sources":["../../src/locales/en.ts"],"names":[],"mappings":"AAAA,eAAO,MAAM,EAAE,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CA8FrC,CAAA"}

package/dist/locales/pt-BR.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"pt-BR.d.ts","sourceRoot":"","sources":["../../src/locales/pt-BR.ts"],"names":[],"mappings":"AAAA,eAAO,MAAM,IAAI,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CA0EvC,CAAA"}
+{"version":3,"file":"pt-BR.d.ts","sourceRoot":"","sources":["../../src/locales/pt-BR.ts"],"names":[],"mappings":"AAAA,eAAO,MAAM,IAAI,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CA8FvC,CAAA"}

package/dist/migrations/index.d.ts

@@ -1,6 +1,7 @@
 export declare const MIGRATION_000_PLG_RENAME = "-- 000_plg_rename.sql \u2014 rename legacy forms tables to plg_forms_* for pools\n-- provisioned before the industry-pool rename. Guarded: fires only when the legacy\n-- name exists and the target does not, so fresh pools skip every branch.\n-- The core `documents` archetype table is NOT renamed \u2014 it stays public.documents.\nDO $$\nBEGIN\n  IF to_regclass('public.frm_documents') IS NOT NULL AND to_regclass('public.plg_forms_documents') IS NULL THEN\n    ALTER TABLE public.frm_documents RENAME TO plg_forms_documents;\n  END IF;\n  IF to_regclass('public.frm_templates') IS NOT NULL AND to_regclass('public.plg_forms_templates') IS NULL THEN\n    ALTER TABLE public.frm_templates RENAME TO plg_forms_templates;\n  END IF;\n  IF to_regclass('public.frm_document_files') IS NOT NULL AND to_regclass('public.plg_forms_document_files') IS NULL THEN\n    ALTER TABLE public.frm_document_files RENAME TO plg_forms_document_files;\n  END IF;\n  -- frm_categories: registry-declared (form-template categories); no base-table\n  -- DDL ships in this plugin, but rename in place if a pool created one.\n  IF to_regclass('public.frm_categories') IS NOT NULL AND to_regclass('public.plg_forms_categories') IS NULL THEN\n    ALTER TABLE public.frm_categories RENAME TO plg_forms_categories;\n  END IF;\nEND $$;\n";
 export declare const MIGRATION_001_FRM_BASE = "-- ============================================================\n-- Custom Forms Plugin \u2014 Base Tables\n-- ============================================================\n\n-- plg_forms_templates: form template definitions (versioned)\nCREATE TABLE IF NOT EXISTS public.plg_forms_templates (\n  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),\n  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,\n  name text NOT NULL,\n  description text,\n  category text NOT NULL DEFAULT 'general',\n  version integer NOT NULL DEFAULT 1,\n  is_current boolean NOT NULL DEFAULT true,\n  parent_id uuid REFERENCES public.plg_forms_templates(id),\n  schema jsonb NOT NULL DEFAULT '{\"fields\":[],\"layout\":{\"columns\":12}}',\n  specialty text,\n  tags text[] DEFAULT '{}',\n  metadata jsonb DEFAULT '{}',\n  is_active boolean NOT NULL DEFAULT true,\n  is_deleted boolean NOT NULL DEFAULT false,\n  created_by uuid,\n  updated_by uuid,\n  created_at timestamptz NOT NULL DEFAULT now(),\n  updated_at timestamptz NOT NULL DEFAULT now()\n);\n\nALTER TABLE public.plg_forms_templates ENABLE ROW LEVEL SECURITY;\n\nCREATE INDEX IF NOT EXISTS idx_plg_forms_templates_tenant\n  ON public.plg_forms_templates(tenant_id);\nCREATE INDEX IF NOT EXISTS idx_plg_forms_templates_parent\n  ON public.plg_forms_templates(parent_id);\nCREATE INDEX IF NOT EXISTS idx_plg_forms_templates_category\n  ON public.plg_forms_templates(tenant_id, category);\nCREATE INDEX IF NOT EXISTS idx_plg_forms_templates_current\n  ON public.plg_forms_templates(tenant_id, is_current, is_active)\n  WHERE is_current = true AND is_active = true AND is_deleted = false;\n\nDROP POLICY IF EXISTS \"plg_forms_templates_select\" ON public.plg_forms_templates;\nCREATE POLICY \"plg_forms_templates_select\" ON public.plg_forms_templates\n  FOR SELECT TO authenticated\n  USING (tenant_id IN (SELECT public.user_tenant_ids()));\nDROP POLICY IF EXISTS \"plg_forms_templates_insert\" ON public.plg_forms_templates;\nCREATE POLICY \"plg_forms_templates_insert\" ON public.plg_forms_templates\n  FOR INSERT TO authenticated\n  WITH CHECK (tenant_id IN (SELECT public.user_tenant_ids()));\nDROP POLICY IF EXISTS \"plg_forms_templates_update\" ON public.plg_forms_templates;\nCREATE POLICY \"plg_forms_templates_update\" ON public.plg_forms_templates\n  FOR UPDATE TO authenticated\n  USING (tenant_id IN (SELECT public.user_tenant_ids()));\nDROP POLICY IF EXISTS \"plg_forms_templates_delete\" ON public.plg_forms_templates;\nCREATE POLICY \"plg_forms_templates_delete\" ON public.plg_forms_templates\n  FOR DELETE TO authenticated\n  USING (tenant_id IN (SELECT public.user_tenant_ids()));\n\n-- plg_forms_documents: filled form instances\nCREATE TABLE IF NOT EXISTS public.plg_forms_documents (\n  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),\n  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,\n  template_id uuid NOT NULL REFERENCES public.plg_forms_templates(id),\n  person_id uuid REFERENCES public.people(id) ON DELETE SET NULL,\n  title text,\n  data jsonb NOT NULL DEFAULT '{}',\n  status text NOT NULL DEFAULT 'draft',\n  signed_at timestamptz,\n  signed_by uuid,\n  notes text,\n  metadata jsonb DEFAULT '{}',\n  is_deleted boolean NOT NULL DEFAULT false,\n  created_by uuid,\n  updated_by uuid,\n  created_at timestamptz NOT NULL DEFAULT now(),\n  updated_at timestamptz NOT NULL DEFAULT now()\n);\n\nALTER TABLE public.plg_forms_documents ENABLE ROW LEVEL SECURITY;\n\nCREATE INDEX IF NOT EXISTS idx_plg_forms_documents_tenant\n  ON public.plg_forms_documents(tenant_id);\n-- person_id/status only exist in the pre-archetype shape this file creates;\n-- converted pools (salon) already carry the archetype extension shape\n-- (document_id PK, no person_id) \u2014 002 owns that shape, so guard these.\nDO $$\nBEGIN\n  IF EXISTS (\n    SELECT 1 FROM information_schema.columns\n    WHERE table_schema = 'public' AND table_name = 'plg_forms_documents'\n      AND column_name = 'person_id'\n  ) THEN\n    EXECUTE 'CREATE INDEX IF NOT EXISTS idx_plg_forms_documents_person\n      ON public.plg_forms_documents(person_id)';\n    EXECUTE 'CREATE INDEX IF NOT EXISTS idx_plg_forms_documents_status\n      ON public.plg_forms_documents(tenant_id, status)';\n  END IF;\nEND $$;\nCREATE INDEX IF NOT EXISTS idx_plg_forms_documents_template\n  ON public.plg_forms_documents(template_id);\n\nDROP POLICY IF EXISTS \"plg_forms_documents_select\" ON public.plg_forms_documents;\nCREATE POLICY \"plg_forms_documents_select\" ON public.plg_forms_documents\n  FOR SELECT TO authenticated\n  USING (tenant_id IN (SELECT public.user_tenant_ids()));\nDROP POLICY IF EXISTS \"plg_forms_documents_insert\" ON public.plg_forms_documents;\nCREATE POLICY \"plg_forms_documents_insert\" ON public.plg_forms_documents\n  FOR INSERT TO authenticated\n  WITH CHECK (tenant_id IN (SELECT public.user_tenant_ids()));\nDROP POLICY IF EXISTS \"plg_forms_documents_update\" ON public.plg_forms_documents;\nCREATE POLICY \"plg_forms_documents_update\" ON public.plg_forms_documents\n  FOR UPDATE TO authenticated\n  USING (tenant_id IN (SELECT public.user_tenant_ids()));\nDROP POLICY IF EXISTS \"plg_forms_documents_delete\" ON public.plg_forms_documents;\nCREATE POLICY \"plg_forms_documents_delete\" ON public.plg_forms_documents\n  FOR DELETE TO authenticated\n  USING (tenant_id IN (SELECT public.user_tenant_ids()));\n\n-- plg_forms_document_files: file attachments for image/gallery/drawing fields\nCREATE TABLE IF NOT EXISTS public.plg_forms_document_files (\n  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),\n  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,\n  document_id uuid NOT NULL REFERENCES public.plg_forms_documents(id) ON DELETE CASCADE,\n  field_key text NOT NULL,\n  file_url text NOT NULL,\n  file_name text,\n  file_size integer,\n  mime_type text,\n  sort_order integer DEFAULT 0,\n  metadata jsonb DEFAULT '{}',\n  created_at timestamptz NOT NULL DEFAULT now()\n);\n\nALTER TABLE public.plg_forms_document_files ENABLE ROW LEVEL SECURITY;\n\nCREATE INDEX IF NOT EXISTS idx_plg_forms_document_files_document\n  ON public.plg_forms_document_files(document_id);\n\nDROP POLICY IF EXISTS \"plg_forms_document_files_select\" ON public.plg_forms_document_files;\nCREATE POLICY \"plg_forms_document_files_select\" ON public.plg_forms_document_files\n  FOR SELECT TO authenticated\n  USING (tenant_id IN (SELECT public.user_tenant_ids()));\nDROP POLICY IF EXISTS \"plg_forms_document_files_insert\" ON public.plg_forms_document_files;\nCREATE POLICY \"plg_forms_document_files_insert\" ON public.plg_forms_document_files\n  FOR INSERT TO authenticated\n  WITH CHECK (tenant_id IN (SELECT public.user_tenant_ids()));\nDROP POLICY IF EXISTS \"plg_forms_document_files_update\" ON public.plg_forms_document_files;\nCREATE POLICY \"plg_forms_document_files_update\" ON public.plg_forms_document_files\n  FOR UPDATE TO authenticated\n  USING (tenant_id IN (SELECT public.user_tenant_ids()));\nDROP POLICY IF EXISTS \"plg_forms_document_files_delete\" ON public.plg_forms_document_files;\nCREATE POLICY \"plg_forms_document_files_delete\" ON public.plg_forms_document_files\n  FOR DELETE TO authenticated\n  USING (tenant_id IN (SELECT public.user_tenant_ids()));\n\n-- View: pre-archetype read model (needs person_id; archetype pools get\n-- v_documents from 002 instead, which also drops this view when migrating).\nDO $$\nBEGIN\n  IF EXISTS (\n    SELECT 1 FROM information_schema.columns\n    WHERE table_schema = 'public' AND table_name = 'plg_forms_documents'\n      AND column_name = 'person_id'\n  ) THEN\n    EXECUTE $v$\n      CREATE OR REPLACE VIEW public.v_frm_documents AS\n      SELECT\n        d.*,\n        t.name AS template_name,\n        t.category AS template_category,\n        p.name AS person_name\n      FROM public.plg_forms_documents d\n      LEFT JOIN public.plg_forms_templates t ON t.id = d.template_id\n      LEFT JOIN public.people p ON p.id = d.person_id\n    $v$;\n  END IF;\nEND $$;\n";
 export declare const MIGRATION_002_DOCUMENT_ARCHETYPE = "-- ============================================================\n-- Document Archetype \u2014 public.documents\n-- A document is any record associated with a person (or standalone):\n-- forms, images, attachments, prescriptions, contracts, etc.\n-- The `kind` column discriminates the type.\n--\n-- DATA SAFETY (converted pools): plg_forms_documents may already hold REAL\n-- rows in its PRE-archetype shape (its own `id` PK, no `document_id` column \u2014\n-- see 001_frm_base.sql). This migration MIGRATES those rows into the new\n-- document archetype instead of dropping them:\n--   * pre-archetype + rows   -> copy each legacy row into public.documents\n--                               (reusing its id) + into the new extension\n--                               table, migrate its files, then drop legacy.\n--   * pre-archetype + empty  -> plain drop + create (fresh shape).\n--   * already new shape      -> no-op.\n-- ============================================================\n\nCREATE TABLE IF NOT EXISTS public.documents (\n  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),\n  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,\n  kind text NOT NULL DEFAULT 'attachment',\n  -- kind: 'form', 'image', 'attachment', 'prescription', 'contract', etc.\n  person_id uuid REFERENCES public.people(id) ON DELETE SET NULL,\n  title text,\n  description text,\n  status text NOT NULL DEFAULT 'draft',\n  -- status: 'draft', 'completed', 'signed', 'archived'\n  file_url text,\n  file_name text,\n  file_size integer,\n  mime_type text,\n  tags text[] DEFAULT '{}',\n  notes text,\n  is_active boolean NOT NULL DEFAULT true,\n  metadata jsonb DEFAULT '{}',\n  created_by uuid,\n  updated_by uuid,\n  created_at timestamptz NOT NULL DEFAULT now(),\n  updated_at timestamptz NOT NULL DEFAULT now()\n);\n\nALTER TABLE public.documents ENABLE ROW LEVEL SECURITY;\n\nCREATE INDEX IF NOT EXISTS idx_documents_tenant ON public.documents(tenant_id, kind);\nCREATE INDEX IF NOT EXISTS idx_documents_person ON public.documents(person_id);\nCREATE INDEX IF NOT EXISTS idx_documents_status ON public.documents(tenant_id, status);\n\nDROP POLICY IF EXISTS \"documents_select\" ON public.documents;\nCREATE POLICY \"documents_select\" ON public.documents\n  FOR SELECT TO authenticated\n  USING (tenant_id IN (SELECT public.user_tenant_ids()));\nDROP POLICY IF EXISTS \"documents_insert\" ON public.documents;\nCREATE POLICY \"documents_insert\" ON public.documents\n  FOR INSERT TO authenticated\n  WITH CHECK (tenant_id IN (SELECT public.user_tenant_ids()));\nDROP POLICY IF EXISTS \"documents_update\" ON public.documents;\nCREATE POLICY \"documents_update\" ON public.documents\n  FOR UPDATE TO authenticated\n  USING (tenant_id IN (SELECT public.user_tenant_ids()));\nDROP POLICY IF EXISTS \"documents_delete\" ON public.documents;\nCREATE POLICY \"documents_delete\" ON public.documents\n  FOR DELETE TO authenticated\n  USING (tenant_id IN (SELECT public.user_tenant_ids()));\n\n-- ============================================================\n-- Reconcile plg_forms_documents / plg_forms_document_files with the archetype.\n-- ============================================================\n\n-- Step 1: if a PRE-archetype plg_forms_documents is present (no document_id\n-- column), rename it (and its files table + dependent view) out of the way so\n-- the new archetype-shaped tables can be created and \u2014 when it holds rows \u2014\n-- its data copied across. Fully guarded, so already-migrated pools skip this.\nDO $$\nBEGIN\n  IF to_regclass('public.plg_forms_documents') IS NOT NULL\n     AND NOT EXISTS (\n       SELECT 1 FROM information_schema.columns\n       WHERE table_schema = 'public'\n         AND table_name = 'plg_forms_documents'\n         AND column_name = 'document_id'\n     ) THEN\n    DROP VIEW IF EXISTS public.v_frm_documents;\n    ALTER TABLE public.plg_forms_documents RENAME TO plg_forms_documents_legacy;\n    IF to_regclass('public.plg_forms_document_files') IS NOT NULL THEN\n      ALTER TABLE public.plg_forms_document_files RENAME TO plg_forms_document_files_legacy;\n    END IF;\n  END IF;\nEND $$;\n\n-- Step 2: create the new archetype-shaped extension tables. IF NOT EXISTS makes\n-- this a no-op on pools already migrated to the new shape; after Step 1 the\n-- names are free on pre-archetype pools.\n\n-- plg_forms_documents: extension table for form-type documents\nCREATE TABLE IF NOT EXISTS public.plg_forms_documents (\n  document_id uuid PRIMARY KEY REFERENCES public.documents(id) ON DELETE CASCADE,\n  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,\n  template_id uuid NOT NULL REFERENCES public.plg_forms_templates(id),\n  data jsonb NOT NULL DEFAULT '{}',\n  signed_at timestamptz,\n  signed_by uuid,\n  created_at timestamptz NOT NULL DEFAULT now(),\n  updated_at timestamptz NOT NULL DEFAULT now()\n);\n\nALTER TABLE public.plg_forms_documents ENABLE ROW LEVEL SECURITY;\n\nCREATE INDEX IF NOT EXISTS idx_plg_forms_documents_template ON public.plg_forms_documents(template_id);\n\nDROP POLICY IF EXISTS \"plg_forms_documents_select\" ON public.plg_forms_documents;\nCREATE POLICY \"plg_forms_documents_select\" ON public.plg_forms_documents\n  FOR SELECT TO authenticated\n  USING (tenant_id IN (SELECT public.user_tenant_ids()));\nDROP POLICY IF EXISTS \"plg_forms_documents_insert\" ON public.plg_forms_documents;\nCREATE POLICY \"plg_forms_documents_insert\" ON public.plg_forms_documents\n  FOR INSERT TO authenticated\n  WITH CHECK (tenant_id IN (SELECT public.user_tenant_ids()));\nDROP POLICY IF EXISTS \"plg_forms_documents_update\" ON public.plg_forms_documents;\nCREATE POLICY \"plg_forms_documents_update\" ON public.plg_forms_documents\n  FOR UPDATE TO authenticated\n  USING (tenant_id IN (SELECT public.user_tenant_ids()));\nDROP POLICY IF EXISTS \"plg_forms_documents_delete\" ON public.plg_forms_documents;\nCREATE POLICY \"plg_forms_documents_delete\" ON public.plg_forms_documents\n  FOR DELETE TO authenticated\n  USING (tenant_id IN (SELECT public.user_tenant_ids()));\n\n-- plg_forms_document_files: file attachments for form fields\nCREATE TABLE IF NOT EXISTS public.plg_forms_document_files (\n  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),\n  tenant_id uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,\n  document_id uuid NOT NULL REFERENCES public.documents(id) ON DELETE CASCADE,\n  field_key text NOT NULL,\n  file_url text NOT NULL,\n  file_name text,\n  file_size integer,\n  mime_type text,\n  sort_order integer DEFAULT 0,\n  metadata jsonb DEFAULT '{}',\n  created_at timestamptz NOT NULL DEFAULT now()\n);\n\nALTER TABLE public.plg_forms_document_files ENABLE ROW LEVEL SECURITY;\n\nCREATE INDEX IF NOT EXISTS idx_plg_forms_document_files_document ON public.plg_forms_document_files(document_id);\n\nDROP POLICY IF EXISTS \"plg_forms_document_files_select\" ON public.plg_forms_document_files;\nCREATE POLICY \"plg_forms_document_files_select\" ON public.plg_forms_document_files\n  FOR SELECT TO authenticated\n  USING (tenant_id IN (SELECT public.user_tenant_ids()));\nDROP POLICY IF EXISTS \"plg_forms_document_files_insert\" ON public.plg_forms_document_files;\nCREATE POLICY \"plg_forms_document_files_insert\" ON public.plg_forms_document_files\n  FOR INSERT TO authenticated\n  WITH CHECK (tenant_id IN (SELECT public.user_tenant_ids()));\nDROP POLICY IF EXISTS \"plg_forms_document_files_update\" ON public.plg_forms_document_files;\nCREATE POLICY \"plg_forms_document_files_update\" ON public.plg_forms_document_files\n  FOR UPDATE TO authenticated\n  USING (tenant_id IN (SELECT public.user_tenant_ids()));\nDROP POLICY IF EXISTS \"plg_forms_document_files_delete\" ON public.plg_forms_document_files;\nCREATE POLICY \"plg_forms_document_files_delete\" ON public.plg_forms_document_files\n  FOR DELETE TO authenticated\n  USING (tenant_id IN (SELECT public.user_tenant_ids()));\n\n-- Step 3: if legacy rows exist, migrate them, then drop the quarantined legacy\n-- tables. Reusing each legacy id as the documents.id keeps every legacy file's\n-- document_id FK valid after the copy. ON CONFLICT DO NOTHING makes a partial\n-- re-run safe.\nDO $$\nBEGIN\n  IF to_regclass('public.plg_forms_documents_legacy') IS NOT NULL THEN\n    -- 3a. base document (one per legacy form document; is_active mirrors NOT is_deleted)\n    INSERT INTO public.documents (\n      id, tenant_id, kind, person_id, title, status, notes, metadata,\n      is_active, created_by, updated_by, created_at, updated_at\n    )\n    SELECT\n      id, tenant_id, 'form', person_id, title, status, notes, metadata,\n      NOT COALESCE(is_deleted, false), created_by, updated_by, created_at, updated_at\n    FROM public.plg_forms_documents_legacy\n    ON CONFLICT (id) DO NOTHING;\n\n    -- 3b. form extension row (keyed by the reused document id)\n    INSERT INTO public.plg_forms_documents (\n      document_id, tenant_id, template_id, data, signed_at, signed_by, created_at, updated_at\n    )\n    SELECT\n      id, tenant_id, template_id, data, signed_at, signed_by, created_at, updated_at\n    FROM public.plg_forms_documents_legacy\n    ON CONFLICT (document_id) DO NOTHING;\n\n    -- 3c. file attachments (document_id already points at the reused id)\n    IF to_regclass('public.plg_forms_document_files_legacy') IS NOT NULL THEN\n      INSERT INTO public.plg_forms_document_files (\n        id, tenant_id, document_id, field_key, file_url, file_name,\n        file_size, mime_type, sort_order, metadata, created_at\n      )\n      SELECT\n        id, tenant_id, document_id, field_key, file_url, file_name,\n        file_size, mime_type, sort_order, metadata, created_at\n      FROM public.plg_forms_document_files_legacy\n      ON CONFLICT (id) DO NOTHING;\n    END IF;\n  END IF;\n\n  -- Drop legacy remnants now that any data has been copied across.\n  DROP TABLE IF EXISTS public.plg_forms_document_files_legacy;\n  DROP TABLE IF EXISTS public.plg_forms_documents_legacy;\nEND $$;\n\n-- View: all documents for a person with form data joined when applicable\nCREATE OR REPLACE VIEW public.v_documents AS\nSELECT\n  d.*,\n  f.template_id,\n  f.data AS form_data,\n  f.signed_at,\n  f.signed_by,\n  t.name AS template_name,\n  t.category AS template_category,\n  p.name AS person_name\nFROM public.documents d\nLEFT JOIN public.plg_forms_documents f ON f.document_id = d.id\nLEFT JOIN public.plg_forms_templates t ON t.id = f.template_id\nLEFT JOIN public.people p ON p.id = d.person_id;\n";
+export declare const MIGRATION_003_AGENT_RPCS = "-- ============================================================================\n-- plugin-forms 003: server-plane agent write RPC.\n--\n-- public.agent_forms_upsert_template \u2014 the assistant BUILDS or EDITS a form\n-- template from any surface or channel (in-app FAB, WhatsApp, MCP). Same\n-- contract as every agent_* RPC (agenda 005, financial 009):\n--   (p_tenant_id, p_actor_user_id, p_payload jsonb) \u2192 jsonb\n--   {ok:true, id, record:{...}} | {ok:false, denial:{...}} | {ok:false, error}\n--\n-- The grid layout is computed HERE (col 0, sequential rows, full-width span) so\n-- the model only ever sends {type,label,required?,options?} \u2014 never positions.\n--\n-- Payload:\n--   template_id?   uuid  \u2014 omit to CREATE, provide to EDIT\n--   name?          text  \u2014 required on create\n--   category?      text  \u2014 anamnesis|evolution|report|contract|general\n--   description?   text\n--   fields?        [{type,label,required?,placeholder?,options?[]}] \u2014 REPLACE all\n--   append_fields? [{...}]                                          \u2014 APPEND to existing\n--\n-- GRANT authenticated+service_role \u2014 NEVER anon (the broker calls with the pool\n-- service key and injects tenant/actor; in-browser the signed-in user calls it\n-- directly and spine RLS/actor guards bind them to their own tenant).\n-- ============================================================================\n\nCREATE OR REPLACE FUNCTION public.agent_forms_upsert_template(\n  p_tenant_id uuid,\n  p_actor_user_id uuid,\n  p_payload jsonb\n) RETURNS jsonb\nLANGUAGE plpgsql SECURITY DEFINER\nSET search_path = public\nAS $$\nDECLARE\n  v_denial jsonb;\n  v_used int;\n  v_template_id uuid;\n  v_is_update boolean;\n  v_name text;\n  v_category text;\n  v_description text;\n  v_existing jsonb;\n  v_input jsonb;\n  v_merged jsonb;\n  v_fields jsonb;\n  v_schema jsonb;\n  v_final_id uuid;\nBEGIN\n  -- \u2500\u2500 payload \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\n  BEGIN\n    v_template_id := NULLIF(p_payload->>'template_id','')::uuid;\n  EXCEPTION WHEN OTHERS THEN\n    RETURN jsonb_build_object('ok', false, 'error', 'invalid template_id');\n  END;\n  v_is_update   := v_template_id IS NOT NULL;\n  v_name        := btrim(p_payload->>'name');\n  v_category    := lower(COALESCE(NULLIF(p_payload->>'category',''), 'general'));\n  v_description := left(p_payload->>'description', 1000);\n  IF v_category NOT IN ('anamnesis','evolution','report','contract','general') THEN\n    v_category := 'general';\n  END IF;\n\n  IF NOT v_is_update AND (v_name IS NULL OR v_name = '') THEN\n    RETURN jsonb_build_object('ok', false, 'error', 'name is required to create a form');\n  END IF;\n\n  -- \u2500\u2500 authorization: role \u2192 plan \u2192 form_templates cap \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\n  SELECT count(*) INTO v_used FROM plg_forms_templates\n   WHERE tenant_id = p_tenant_id AND is_deleted = false;\n  v_denial := agent_guard(p_tenant_id, p_actor_user_id, 'custom_forms',\n                CASE WHEN v_is_update THEN 'update' ELSE 'create' END,\n                'form_templates', v_used, CASE WHEN v_is_update THEN 0 ELSE 1 END);\n  IF v_denial IS NOT NULL THEN\n    RETURN jsonb_build_object('ok', false, 'denial', v_denial);\n  END IF;\n\n  -- \u2500\u2500 current fields (for APPEND / to reject an unknown id) \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\n  IF v_is_update THEN\n    SELECT COALESCE(schema->'fields','[]'::jsonb) INTO v_existing\n    FROM plg_forms_templates\n    WHERE id = v_template_id AND tenant_id = p_tenant_id AND is_deleted = false;\n    IF v_existing IS NULL THEN\n      RETURN jsonb_build_object('ok', false, 'error', 'unknown template for this tenant');\n    END IF;\n  ELSE\n    v_existing := '[]'::jsonb;\n  END IF;\n\n  -- \u2500\u2500 normalize the incoming fields to the builder's FormFieldDef shape \u2500\u2500\u2500\u2500\n  -- (id, type, label, required, placeholder, col, colSpan, options) \u2014 row is\n  -- assigned last, across the merged list.\n  WITH src AS (\n    SELECT CASE\n             WHEN p_payload ? 'fields'        THEN COALESCE(p_payload->'fields','[]'::jsonb)\n             WHEN p_payload ? 'append_fields' THEN COALESCE(p_payload->'append_fields','[]'::jsonb)\n             ELSE '[]'::jsonb\n           END AS arr\n  ),\n  norm AS (\n    SELECT f.ord, jsonb_strip_nulls(jsonb_build_object(\n      'id',    COALESCE(NULLIF(f.value->>'id',''), gen_random_uuid()::text),\n      'type',  COALESCE(NULLIF(f.value->>'type',''), 'text'),\n      'label', COALESCE(NULLIF(f.value->>'label',''), 'Campo'),\n      'required', COALESCE((f.value->>'required')::boolean, false),\n      'placeholder', NULLIF(f.value->>'placeholder',''),\n      'col', 0,\n      'colSpan', 12,\n      'options', CASE\n        WHEN jsonb_typeof(f.value->'options') = 'array' AND jsonb_array_length(f.value->'options') > 0\n        THEN (SELECT jsonb_agg(jsonb_build_object(\n                'label', opt,\n                'value', lower(regexp_replace(btrim(opt), '\\s+', '_', 'g'))))\n              FROM jsonb_array_elements_text(f.value->'options') opt)\n        ELSE NULL END\n    )) AS field\n    FROM src, jsonb_array_elements(src.arr) WITH ORDINALITY AS f(value, ord)\n  )\n  SELECT COALESCE(jsonb_agg(field ORDER BY ord), '[]'::jsonb) INTO v_input FROM norm;\n\n  -- REPLACE with `fields`; otherwise APPEND onto what's already there.\n  IF p_payload ? 'fields' THEN\n    v_merged := v_input;\n  ELSE\n    v_merged := v_existing || v_input;\n  END IF;\n\n  -- sequential rows across the final list\n  SELECT COALESCE(jsonb_agg(jsonb_set(e.value, '{row}', to_jsonb((e.ord - 1))) ORDER BY e.ord), '[]'::jsonb)\n    INTO v_fields\n  FROM jsonb_array_elements(v_merged) WITH ORDINALITY AS e(value, ord);\n\n  v_schema := jsonb_build_object('layout', jsonb_build_object('columns', 12), 'fields', v_fields);\n\n  -- \u2500\u2500 write + audit \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\n  IF v_is_update THEN\n    UPDATE plg_forms_templates SET\n      name        = COALESCE(NULLIF(v_name,''), name),\n      category    = v_category,\n      description = COALESCE(v_description, description),\n      schema      = v_schema,\n      updated_by  = p_actor_user_id,\n      updated_at  = now()\n    WHERE id = v_template_id AND tenant_id = p_tenant_id AND is_deleted = false\n    RETURNING id INTO v_final_id;\n  ELSE\n    INSERT INTO plg_forms_templates (tenant_id, name, category, description, schema, created_by, updated_by)\n    VALUES (p_tenant_id, v_name, v_category, v_description, v_schema, p_actor_user_id, p_actor_user_id)\n    RETURNING id INTO v_final_id;\n  END IF;\n\n  INSERT INTO audit_logs (tenant_id, user_id, action, entity_type, entity_id, metadata)\n  VALUES (p_tenant_id, p_actor_user_id,\n          CASE WHEN v_is_update THEN 'agent.updateFormTemplate' ELSE 'agent.createFormTemplate' END,\n          'form_template', v_final_id::text,\n          jsonb_build_object('payload', p_payload));\n\n  RETURN jsonb_build_object(\n    'ok', true,\n    'id', v_final_id,\n    'record', jsonb_build_object(\n      'ref', jsonb_build_object('id', v_final_id, 'resource', 'plg_forms_templates',\n                                'archetype', 'custom_forms:template'),\n      'name', COALESCE(NULLIF(v_name,''), (SELECT name FROM plg_forms_templates WHERE id = v_final_id)),\n      'category', v_category,\n      'fieldCount', jsonb_array_length(v_fields)\n    )\n  );\nEND;\n$$;\n\nREVOKE ALL ON FUNCTION public.agent_forms_upsert_template(uuid, uuid, jsonb) FROM public;\nREVOKE EXECUTE ON FUNCTION public.agent_forms_upsert_template(uuid, uuid, jsonb) FROM anon;\nGRANT EXECUTE ON FUNCTION public.agent_forms_upsert_template(uuid, uuid, jsonb)\n  TO authenticated, service_role;\n";
 export declare const MIGRATIONS: Array<{
     id: string;
     sql: string;

package/dist/migrations/index.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../src/migrations/index.ts"],"names":[],"mappings":"AAIA,eAAO,MAAM,wBAAwB,iyCAqBpC,CAAA;AAED,eAAO,MAAM,sBAAsB,y1PA8KlC,CAAA;AAED,eAAO,MAAM,gCAAgC,0xUA+N5C,CAAA;AAED,eAAO,MAAM,UAAU,EAAE,KAAK,CAAC;IAAE,EAAE,EAAE,MAAM,CAAC;IAAC,GAAG,EAAE,MAAM,CAAA;CAAE,CAIzD,CAAA"}
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../src/migrations/index.ts"],"names":[],"mappings":"AAIA,eAAO,MAAM,wBAAwB,iyCAqBpC,CAAA;AAED,eAAO,MAAM,sBAAsB,y1PA8KlC,CAAA;AAED,eAAO,MAAM,gCAAgC,0xUA+N5C,CAAA;AAED,eAAO,MAAM,wBAAwB,20QA8KpC,CAAA;AAED,eAAO,MAAM,UAAU,EAAE,KAAK,CAAC;IAAE,EAAE,EAAE,MAAM,CAAC;IAAC,GAAG,EAAE,MAAM,CAAA;CAAE,CAKzD,CAAA"}

package/dist/types.d.ts

@@ -18,6 +18,20 @@ export interface FormFieldDef {
         label: string;
         value: string;
     }>;
+    /**
+     * Optional binding to a field on the person/contact record. When set, a new
+     * document created from a person's profile is pre-filled with that person's
+     * value (e.g. `map: 'documentNumber'` fills the field with the person's CPF).
+     * Matched tolerantly against camelCase/snake_case record keys. Only prefills
+     * empty fields; the user can still edit the value. See `lib/person-fields`.
+     */
+    map?: string;
+    /**
+     * Static default value applied to a NEW document when the field has no mapped
+     * person value and no existing value — e.g. pre-written contract clause text
+     * on a richtext field. Editable by the user.
+     */
+    defaultValue?: unknown;
     /** Type-specific configuration */
     config?: Record<string, unknown>;
 }

package/dist/types.d.ts.map

@@ -1 +1 @@
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package/dist/views/CustomFormsSettingsTab.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"CustomFormsSettingsTab.d.ts","sourceRoot":"","sources":["../../src/views/CustomFormsSettingsTab.tsx"],"names":[],"mappings":"AAAA,OAAO,KAAgC,MAAM,OAAO,CAAA;AAEpD,OAAO,KAAK,EAAE,iBAAiB,EAAE,MAAM,WAAW,CAAA;AAClD,OAAO,KAAK,EAAE,uBAAuB,EAAE,MAAM,eAAe,CAAA;AAC5D,OAAO,KAAK,EAAE,gBAAgB,EAAE,MAAM,UAAU,CAAA;AAGhD,UAAU,2BAA2B;IACnC,MAAM,EAAE,iBAAiB,CAAA;IACzB,QAAQ,EAAE,uBAAuB,CAAA;IACjC,KAAK,EAAE,gBAAgB,CAAA;CACxB;AAED,wBAAgB,sBAAsB,CAAC,EAAE,MAAM,EAAE,QAAQ,EAAE,KAAK,EAAE,EAAE,2BAA2B,qBA+C9F"}
+{"version":3,"file":"CustomFormsSettingsTab.d.ts","sourceRoot":"","sources":["../../src/views/CustomFormsSettingsTab.tsx"],"names":[],"mappings":"AAAA,OAAO,KAAgC,MAAM,OAAO,CAAA;AAEpD,OAAO,KAAK,EAAE,iBAAiB,EAAE,MAAM,WAAW,CAAA;AAClD,OAAO,KAAK,EAAE,uBAAuB,EAAE,MAAM,eAAe,CAAA;AAC5D,OAAO,KAAK,EAAE,gBAAgB,EAAE,MAAM,UAAU,CAAA;AAGhD,UAAU,2BAA2B;IACnC,MAAM,EAAE,iBAAiB,CAAA;IACzB,QAAQ,EAAE,uBAAuB,CAAA;IACjC,KAAK,EAAE,gBAAgB,CAAA;CACxB;AAaD,wBAAgB,sBAAsB,CAAC,EAAE,MAAM,EAAE,QAAQ,EAAE,KAAK,EAAE,EAAE,2BAA2B,qBA2C9F"}

package/dist/views/TemplateListView.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"TemplateListView.d.ts","sourceRoot":"","sources":["../../src/views/TemplateListView.tsx"],"names":[],"mappings":"AAAA,OAAO,KAA2C,MAAM,OAAO,CAAA;AAQ/D,OAAO,KAAK,EAAE,gBAAgB,EAAE,MAAM,UAAU,CAAA;AAChD,OAAO,KAAK,EAAE,iBAAiB,EAAE,MAAM,WAAW,CAAA;AAClD,OAAO,KAAK,EAAE,YAAY,EAAoB,MAAM,UAAU,CAAA;AAE9D,UAAU,qBAAqB;IAC7B,KAAK,EAAE,gBAAgB,CAAA;IACvB,MAAM,EAAE,iBAAiB,CAAA;IACzB,MAAM,EAAE,CAAC,QAAQ,EAAE,YAAY,KAAK,IAAI,CAAA;IACxC,KAAK,EAAE,MAAM,IAAI,CAAA;CAClB;AAUD,wBAAgB,gBAAgB,CAAC,EAAE,KAAK,EAAE,MAAM,EAAE,MAAM,EAAE,KAAK,EAAE,EAAE,qBAAqB,qBAuIvF"}
+{"version":3,"file":"TemplateListView.d.ts","sourceRoot":"","sources":["../../src/views/TemplateListView.tsx"],"names":[],"mappings":"AAAA,OAAO,KAA2C,MAAM,OAAO,CAAA;AAS/D,OAAO,KAAK,EAAE,gBAAgB,EAAE,MAAM,UAAU,CAAA;AAChD,OAAO,KAAK,EAAE,iBAAiB,EAAE,MAAM,WAAW,CAAA;AAClD,OAAO,KAAK,EAAE,YAAY,EAAoB,MAAM,UAAU,CAAA;AAE9D,UAAU,qBAAqB;IAC7B,KAAK,EAAE,gBAAgB,CAAA;IACvB,MAAM,EAAE,iBAAiB,CAAA;IACzB,MAAM,EAAE,CAAC,QAAQ,EAAE,YAAY,KAAK,IAAI,CAAA;IACxC,KAAK,EAAE,MAAM,IAAI,CAAA;CAClB;AAUD,wBAAgB,gBAAgB,CAAC,EAAE,KAAK,EAAE,MAAM,EAAE,MAAM,EAAE,KAAK,EAAE,EAAE,qBAAqB,qBAiJvF"}

package/package.json

@@ -3,7 +3,7 @@
   "fayz": {
     "status": "beta"
   },
-  "version": "0.8.0",
+  "version": "0.8.1",
   "description": "Fayz SDK — plugin-forms plugin",
   "type": "module",
   "main": "./dist/index.cjs",
@@ -32,9 +32,9 @@
     "@dnd-kit/utilities": "^3.2.2",
     "lucide-react": "^0.400.0",
     "zustand": "^4.5.0",
-    "@fayz-ai/core": "^0.8.0",
-    "@fayz-ai/saas": "^0.8.0",
-    "@fayz-ai/ui": "^0.8.0"
+    "@fayz-ai/core": "^0.8.4",
+    "@fayz-ai/saas": "^0.8.4",
+    "@fayz-ai/ui": "^0.8.4"
   },
   "devDependencies": {
     "@types/react": "^18.3.0",

package/src/agent-tools.ts

@@ -0,0 +1,73 @@
+import type { PluginAITool } from '@fayz-ai/core'
+
+/**
+ * The assistant's form-building tool. It is a SERVER-PLANE write (a pool RPC),
+ * not a client-side surface mutation — so it works from any page and any
+ * channel (in-app FAB, WhatsApp, MCP), and persists straight to the tenant's
+ * form templates. This is the same pattern agenda/financial/marketing use.
+ *
+ * The builder surface (see FormBuilder) still publishes CONTEXT — which form is
+ * open and its current fields with ids — so "add an allergies field to THIS
+ * form" resolves to the right template. But the action itself is this tool.
+ */
+
+const CATEGORY_ENUM = ['anamnesis', 'evolution', 'report', 'contract', 'general'] as const
+
+const FIELD_SHAPE =
+  'A field object: { type, label, required?, placeholder?, options?[] }. ' +
+  'type ∈ title|text|memo|richtext|date|select|radio|tags|checkbox|image|gallery|budget ' +
+  '(title = section heading, no input). options are plain strings, only for select/radio/tags.'
+
+export const createOrUpdateFormTool: PluginAITool = {
+  id: 'custom_forms.createOrUpdateForm',
+  name: 'createOrUpdateForm',
+  description:
+    'Creates or edits a form template (anamnese, contrato, ficha…). Persisted server-side, so it works from ANY page — the user does NOT need the form builder open. ' +
+    'Omit templateId to CREATE (name required); pass templateId to EDIT an existing form. ' +
+    'Send the FULL desired field list in `fields` (replaces all fields), or `append_fields` to add to what already exists. ' +
+    'Layout is automatic — never send positions. Understand the intent and propose a sensible field set in one call rather than asking field by field. The user confirms before it is saved.',
+  icon: 'FileText',
+  mode: 'persist',
+  limitKey: 'form_templates',
+  permission: { feature: 'custom_forms', action: 'create' },
+  execution: { plane: 'server', kind: 'rpc', rpc: 'agent_forms_upsert_template' },
+  category: 'Forms',
+  suggestions: [
+    { label: 'Monte um formulário de anamnese' },
+    { label: 'Adicione um campo de alergias neste formulário' },
+  ],
+  parameters: {
+    type: 'object',
+    properties: {
+      templateId: {
+        type: 'string',
+        description: 'Existing form id to EDIT (from context or listFormTemplates). Omit to create a new form.',
+      },
+      name: { type: 'string', description: 'Form name — required when creating.' },
+      category: {
+        type: 'string',
+        enum: [...CATEGORY_ENUM],
+        description: 'anamnesis | evolution | report | contract | general',
+      },
+      description: { type: 'string', description: 'Optional short description of the form.' },
+      fields: {
+        type: 'array',
+        description: `The FULL desired field list — REPLACES every existing field. Each item: ${FIELD_SHAPE}`,
+        items: { type: 'object', description: FIELD_SHAPE },
+      },
+      append_fields: {
+        type: 'array',
+        description: `Fields to ADD to the existing form, keeping current ones. Use this for incremental edits instead of \`fields\`. Each item: ${FIELD_SHAPE}`,
+        items: { type: 'object', description: FIELD_SHAPE },
+      },
+    },
+  },
+}
+
+export const FORM_BUILDER_INSTRUCTIONS = [
+  'Você está na tela do CONSTRUTOR DE FORMULÁRIOS. Para montar ou editar formulários use a tool createOrUpdateForm (ela persiste no backend e funciona mesmo fora desta tela).',
+  'O formulário aberto agora — id, nome, categoria e campos com seus ids — está no JSON da tela em contexto.',
+  'Para EDITAR este formulário, passe o templateId do contexto. Para adicionar campos mantendo os atuais, use append_fields; para redefinir tudo, use fields com a lista completa.',
+  'Ao criar do zero: entenda a intenção e proponha um conjunto de campos enxuto numa única chamada (não pergunte campo a campo). Depois confirme em uma frase o que foi montado.',
+  'Tipos de campo: title (cabeçalho de seção, sem input), text, memo (multilinha), richtext, date, select, radio, tags, checkbox, image, gallery, budget. Layout é automático.',
+].join(' ')

package/src/components/DocumentFormDialog.tsx

@@ -1,11 +1,13 @@
 import React, { useState, useEffect, useCallback } from 'react'
-import { ArrowLeft, Save, Loader2 } from 'lucide-react'
-import { Button, useSaveBar } from '@fayz-ai/ui'
+import { ArrowLeft } from 'lucide-react'
+import { useSaveBar } from '@fayz-ai/ui'
 import { useTranslation } from '@fayz-ai/core'
+import { useLimitGuard, invalidateLimit } from '@fayz-ai/saas'
 import type { CustomFormsDataProvider } from '../data/types'
 import type { CustomFormsStore } from '../store'
 import type { FormTemplate, FormDocument } from '../types'
 import { FormRenderer } from './FormRenderer'
+import { prefillFromPerson } from '../lib/person-fields'
 
 function generateTitle(templateName: string, personName?: string): string {
   const date = new Date().toLocaleDateString()
@@ -19,6 +21,8 @@ interface DocumentFormDialogProps {
   existingDocument?: FormDocument
   personId: string
   personName?: string
+  /** Full person record — mapped fields are pre-filled from it on new documents. */
+  person?: Record<string, unknown>
   provider: CustomFormsDataProvider
   store: CustomFormsStore
   onSaved: () => void
@@ -30,14 +34,20 @@ export function DocumentFormDialog({
   existingDocument,
   personId,
   personName,
+  person,
   provider,
   store,
   onSaved,
   onBack,
 }: DocumentFormDialogProps) {
   const t = useTranslation()
+  const guardDocuments = useLimitGuard('documents_month')
   const [template, setTemplate] = useState<FormTemplate | null>(initialTemplate)
-  const [data, setData] = useState<Record<string, unknown>>(existingDocument?.data ?? {})
+  const [data, setData] = useState<Record<string, unknown>>(() =>
+    existingDocument
+      ? existingDocument.data
+      : prefillFromPerson(initialTemplate?.schema, person),
+  )
   const [saving, setSaving] = useState(false)
 
   useEffect(() => {
@@ -46,9 +56,21 @@ export function DocumentFormDialog({
     }
   }, [existingDocument, template, provider])
 
+  // When creating from a template that arrives asynchronously, apply prefill
+  // once the schema is known (guarded so it never clobbers user edits).
+  const prefilled = React.useRef(!!initialTemplate || !!existingDocument)
+  useEffect(() => {
+    if (prefilled.current || !template || existingDocument) return
+    prefilled.current = true
+    setData((prev) => prefillFromPerson(template.schema, person, prev))
+  }, [template, existingDocument, person])
+
   const handleSave = useCallback(
     async (status: 'draft' | 'completed') => {
       if (!template) return
+      // Plan monthly-quota guard (client-side, before the provider call) — only
+      // on create. Opens the global UpgradeModal and aborts when the cap is hit.
+      if (!existingDocument && (await guardDocuments()) === 'blocked') return
       setSaving(true)
       try {
         const autoTitle = generateTitle(template.name, personName)
@@ -62,20 +84,26 @@ export function DocumentFormDialog({
             data,
             status,
           })
+          invalidateLimit('documents_month')
         }
         onSaved()
       } finally {
         setSaving(false)
       }
     },
-    [template, existingDocument, data, personId, personName, store, onSaved],
+    [template, existingDocument, data, personId, personName, store, onSaved, guardDocuments],
   )
 
-  // Dirty detection — snapshot editable field values once template is ready
+  // Dirty detection drives the floating SaveBar. The baseline is the document's
+  // ORIGINAL saved data (empty for a brand-new document), so a new document that
+  // arrives pre-filled from the person's record counts as dirty immediately and
+  // the floating "unsaved changes" bar shows right away.
   const snapshot = React.useRef<string | null>(null)
   useEffect(() => {
-    if (template && snapshot.current === null) snapshot.current = JSON.stringify(data)
-  }, [template])
+    if (template && snapshot.current === null) {
+      snapshot.current = JSON.stringify(existingDocument?.data ?? {})
+    }
+  }, [template, existingDocument])
   const dirty = snapshot.current !== null && JSON.stringify(data) !== snapshot.current
 
   useSaveBar({
@@ -113,7 +141,8 @@ export function DocumentFormDialog({
         </div>
       </div>
 
-      {/* Form fields */}
+      {/* Form fields — saving is driven entirely by the floating SaveBar
+          (unsaved-changes bar), matching the rest of the CRUD detail UX. */}
       <div className="rounded-xl border p-4">
         <FormRenderer
           schema={template.schema}
@@ -121,14 +150,6 @@ export function DocumentFormDialog({
           onChange={setData}
         />
       </div>
-
-      {/* Secondary action — primary "Save & Complete" lives in the floating SaveBar */}
-      <div className="flex justify-end gap-2">
-        <Button variant="outline" size="sm" onClick={() => handleSave('draft')} disabled={saving}>
-          {saving ? <Loader2 className="h-3.5 w-3.5 mr-1.5 animate-spin" /> : <Save className="h-3.5 w-3.5 mr-1.5" />}
-          {t('customForms.saveAsDraft')}
-        </Button>
-      </div>
     </div>
   )
 }

package/src/components/DocumentList.tsx

@@ -1,5 +1,5 @@
 import React, { useEffect, useState, useCallback, useRef } from 'react'
-import { FileText, Trash2, Eye, Upload, Image as ImageIcon, Paperclip } from 'lucide-react'
+import { FileText, Archive, Eye, Upload, Image as ImageIcon, Paperclip } from 'lucide-react'
 import { Badge } from '@fayz-ai/ui'
 import { useTranslation } from '@fayz-ai/core'
 import type { CustomFormsDataProvider } from '../data/types'
@@ -69,7 +69,8 @@ export function DocumentList({ personId, provider, store, onView, onFileDrop }:
     setLoading(true)
     try {
       const result = await provider.getDocuments({ personId })
-      setDocuments(result.data)
+      // Archived docs are kept (not deleted) but drop out of the active list.
+      setDocuments(result.data.filter((d) => d.status !== 'archived'))
     } finally {
       setLoading(false)
     }
@@ -85,9 +86,11 @@ export function DocumentList({ personId, provider, store, onView, onFileDrop }:
     return unsub
   }, [store, fetchDocs])
 
-  const handleDelete = useCallback(async (doc: FormDocument) => {
-    if (!window.confirm(t('customForms.deleteDocumentConfirm'))) return
-    await provider.deleteDocument(doc.id)
+  // Archive, not delete: a filled document is a record of what was signed —
+  // it is moved out of the active list, never destroyed.
+  const handleArchive = useCallback(async (doc: FormDocument) => {
+    if (!window.confirm(t('customForms.archiveDocumentConfirm'))) return
+    await provider.updateDocument(doc.id, { status: 'archived' })
     setDocuments((prev) => prev.filter((d) => d.id !== doc.id))
   }, [provider, t])
 
@@ -231,10 +234,11 @@ export function DocumentList({ personId, provider, store, onView, onFileDrop }:
                           <Eye className="h-3.5 w-3.5 text-muted-foreground" />
                         </button>
                         <button
-                          onClick={(e) => { e.stopPropagation(); handleDelete(doc) }}
-                          className="p-1.5 rounded-md hover:bg-destructive/10"
+                          onClick={(e) => { e.stopPropagation(); handleArchive(doc) }}
+                          className="p-1.5 rounded-md hover:bg-muted"
+                          title={t('customForms.archive')}
                         >
-                          <Trash2 className="h-3.5 w-3.5 text-destructive" />
+                          <Archive className="h-3.5 w-3.5 text-muted-foreground" />
                         </button>
                       </div>
                     </div>

package/src/components/FieldConfigDialog.tsx

@@ -10,9 +10,21 @@ import {
 } from '@fayz-ai/ui'
 import { Button } from '@fayz-ai/ui'
 import { Input } from '@fayz-ai/ui'
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@fayz-ai/ui'
 import { useTranslation } from '@fayz-ai/core'
 import type { FormFieldDef } from '../types'
 import { FIELD_TYPES } from './FieldPalette'
+import { PERSON_FIELD_OPTIONS } from '../lib/person-fields'
+
+/** Field types that can be auto-filled from a person record. */
+const MAPPABLE_TYPES = ['text', 'memo', 'richtext', 'date']
+const MAP_NONE = '__none__'
 
 const SIZE_OPTIONS = [
   { span: 3,  label: '1/4' },
@@ -38,6 +50,7 @@ export function FieldConfigDrawer({ field, onSave, onUpdate, onClose }: FieldCon
   const [required, setRequired] = useState(false)
   const [colSpan, setColSpan] = useState(12)
   const [options, setOptions] = useState<Array<{ label: string; value: string }>>([])
+  const [map, setMap] = useState<string>('')
 
   // Sync state when field changes
   useEffect(() => {
@@ -47,11 +60,13 @@ export function FieldConfigDrawer({ field, onSave, onUpdate, onClose }: FieldCon
     setRequired(field.required ?? false)
     setColSpan(field.colSpan)
     setOptions(field.options ?? [])
+    setMap(field.map ?? '')
   }, [field?.id])
 
   if (!field) return null
 
   const hasOptions = ['select', 'radio', 'tags'].includes(field.type)
+  const canMap = MAPPABLE_TYPES.includes(field.type)
   const fieldTypeDef = FIELD_TYPES.find((ft) => ft.type === field.type)
   const Icon = fieldTypeDef?.icon
 
@@ -63,6 +78,7 @@ export function FieldConfigDrawer({ field, onSave, onUpdate, onClose }: FieldCon
       required,
       colSpan: Math.max(1, Math.min(12, colSpan)),
       options: hasOptions ? options.filter((o) => o.label.trim()) : field.options,
+      map: canMap && map ? map : undefined,
     })
   }
 
@@ -167,6 +183,30 @@ export function FieldConfigDrawer({ field, onSave, onUpdate, onClose }: FieldCon
             </label>
           )}
 
+          {/* Auto-fill from person record */}
+          {canMap && (
+            <div className="space-y-1.5">
+              <label className="text-xs font-medium">{t('customForms.builder.mapToPerson')}</label>
+              <Select
+                value={map || MAP_NONE}
+                onValueChange={(v) => setMap(v === MAP_NONE ? '' : v)}
+              >
+                <SelectTrigger className="h-9 text-sm">
+                  <SelectValue />
+                </SelectTrigger>
+                <SelectContent>
+                  <SelectItem value={MAP_NONE}>{t('customForms.builder.mapNone')}</SelectItem>
+                  {PERSON_FIELD_OPTIONS.map((opt) => (
+                    <SelectItem key={opt.value} value={opt.value}>
+                      {t(opt.labelKey)}
+                    </SelectItem>
+                  ))}
+                </SelectContent>
+              </Select>
+              <p className="text-[10px] text-muted-foreground">{t('customForms.builder.mapHint')}</p>
+            </div>
+          )}
+
           {/* Options */}
           {hasOptions && (
             <div className="space-y-2">