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Feature ID: PF-64 (Phase 2 Expansion) Status: 🟡 Partially Complete (permission seeding pending deployment) Spec Reference: PF-64-PHASE-2-AI-TEMPLATE-GEN-EXPANSION.md Last Updated: 2026-03-15 Deployment Gate: pf_ai_template_gen_enabled must NOT be enabled until pf.templates.manage permission seed is deployed. Hard guardrail: requires enforced RBAC and edge function authentication.

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Overview

PF-64 Phase 2 adds AI-generated template suggestions: users describe a template in natural language and receive suggested structure (sections, placeholders) that can be saved as an organization document template. It also adds section suggestions for policy/procedure/letter types. All AI calls go through an edge function; no PHI/PII in prompts or logs (constitution §4.3).

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Integration Points (from Spec)

DependencyTypePurpose
PF-64 Phase 1Platform (templates)Letterhead, pf_document_templates, pf_document_template_versions
PF-01 (Organizations & Sites)PlatformTenant context, org scoping
Platform AI/LLM (e.g. PF-72 Agent SDK)Platform Integration LayerDescription-to-template generation; section suggestions
PF-10 (Notifications)OptionalNotify on generation complete (deferred to post–Phase 2)

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API / Edge Function Contracts

  • Edge function: ai-generate-template (supabase/functions/ai-generate-template/index.ts) accepts org-scoped requests with action: 'generate_template' or action: 'suggest_sections'. Uses Lovable AI Gateway with tool calling for structured output. Authentication/Authorization Chain: Requires valid JWT, pf.templates.manage permission, and verifyOrgAccess() invocation before handling actions. organization_id is validated server-side via verifyOrgAccess() and request body schema validation.
    • Generate template: { action: 'generate_template', organization_id, description } → { success: true, data: { name, category, sections } }
    • Suggest sections: { action: 'suggest_sections', organization_id, templateType } → { success: true, data: { sections } }
  • CORS: Uses getCorsHeaders(req.headers.get('origin')) from _shared/cors.ts.
  • Logging: Uses createLogger from _shared/logger.ts; no PHI/PII in logs.

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Security and Tenant Isolation

  • No PHI/PII in prompts, logs, or generation payloads (constitution §4.3).
  • Org-scoped: All generation and section suggestions are scoped to the current organization.
  • Permission: pf.templates.manage gates all AI entry points. Note: Must be seeded in pf_module_permissions (not yet deployed).
  • Feature flag: pf_ai_template_gen_enabled on pf_module_settings (per-org) controls visibility of AI entry points.