> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Phase 2: AI Template Generation — Integration

> Feature ID: PF-64 (Phase 2 Expansion) Status: 🟡 Partially Complete (permission seeding pending deployment) Spec Reference: PF-64-PHASE-2-AI-TEMPLATE-GEN-EXPAN…

**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](../../../specs/pf/specs/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)

| Dependency                             | Type                       | Purpose                                                              |
| -------------------------------------- | -------------------------- | -------------------------------------------------------------------- |
| PF-64 Phase 1                          | Platform (templates)       | Letterhead, `pf_document_templates`, `pf_document_template_versions` |
| PF-01 (Organizations & Sites)          | Platform                   | Tenant context, org scoping                                          |
| Platform AI/LLM (e.g. PF-72 Agent SDK) | Platform Integration Layer | Description-to-template generation; section suggestions              |
| PF-10 (Notifications)                  | Optional                   | Notify 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.

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## Related Docs

* [PF-64 Phase 2 Expansion Spec](../../../specs/pf/specs/PF-64-PHASE-2-AI-TEMPLATE-GEN-EXPANSION.md)
* [PF-64 Organization Document Templates (parent)](../../../specs/pf/specs/PF-64-organization-document-templates.md)
* [Platform Templates](../../../src/platform/templates/README.md)
* [CROSS\_CORE\_INTEGRATIONS.md](./CROSS_CORE_INTEGRATIONS.md)