Feature Specification: Template Configuration

1. Overview & Vision

Template Configuration is the design-time interface for automated reporting. It allows admins to define the "How" and "What" of a report by selecting data sources and providing custom LLM instructions, enabling the platform to generate consistent, professional summaries without manual intervention.

2. Personas & Stakeholders

Persona	Goal
Admin	Create reusable report blueprints for the organization.
Executive	Receive structured insights tailored to their specific needs.
Developer	Define new data source endpoints for the template engine.

3. User Stories

• As an admin, I want to create a "Weekly Hiring" template that ingests HRM data so I don't have to write it manually every Monday.
• As an admin, I want to provide a specific system prompt (e.g., "Be concise and use bullet points") to control the AI's tone.
• As a manager, I want to preview a report before activating its schedule.

4. Functional Requirements (FR)

• REQ-TEMP-001: CRUD operations for report templates.
• REQ-TEMP-002: Multi-module data source selection (HRM, Drive, Document).
• REQ-TEMP-003: Custom System Prompt editor with variable support (e.g., ).
• REQ-TEMP-004: Real-time "Preview" generation using sample data.

5. Non-Functional Requirements (NFR)

• Latency: Template saving < 200ms.
• Preview Speed: Sample report generation < 30 seconds.

6. Business Logic & Rules

• Disconnected Inheritance: Changes to a template do not retroactively modify already generated reports.
• Validation: System prompts must not exceed 4000 tokens.
• Draft Status: Templates must be "Active" to be picked up by the scheduler.

7. User Interface (UI/UX)

• Template Editor: Side-by-side view with Source Selection on the left and Prompt Editor on the right.
• Source Picker: Tree-style selection of available module endpoints.
• Preview Panel: Modal window showing the Markdown output of the AI.

8. Information Architecture

• "Templates" tab in the Auto Report dashboard.
• Part of the primary navigation for the reporting module.

9. Data Model & Persistence

• Table: report_templates.
• Fields: name, description, sources (jsonb), system_prompt, status.

10. API & Service Layer

• GET /templates
• POST /templates
• POST /templates/:id/preview

11. Integration Patterns

• Module Discovery: Fetches available data sources from the Shell Registry.
• OpenAI: Uses GPT-4o-mini for the preview generation.

12. Security & Permissions

• RBAC: reports:manage required to create or edit templates.
• Isolation: Templates are strictly scoped to the organizationId.

13. Error Handling & Resilience

• Invalid Sources: Alert the admin if a selected data source endpoint is unreachable.
• Prompt Error: Validation for empty or malicious prompt injections.

14. Performance & Scalability

• Metadata is cached in the API layer.
• Preview requests are rate-limited to prevent LLM cost spikes.

15. Globalization & i18n

• Multi-language support for template names and descriptions.

16. Accessibility (a11y)

• Accessible form fields with proper error messaging (Aria-invalid).

17. Observability & Analytics

• Tracking of "Generation Success Rate" per template.

18. Testing & Quality

• Integration tests for the preview pipeline.
• Schema validation for the sources JSON field.

19. Constraints & Assumptions

• Assumes that satellite modules expose a standard JSON reporting endpoint.

20. Future Enhancements

• Visual "Drag-and-Drop" prompt builder.
• Community template gallery (Public templates shared across orgs).