BC
Brad CodyAdministrator
Current productProjects and project operations
Reverse spec drafted

Project Presentation Builder

AI-assisted Client-facing Project webpage with governed data, inspiration, sharing and PDF output.

Observed route/admin/projects/:slugFuture Spec 07
Current maturityPlanned AI-assisted module; no current implementation
Evidence confidenceKnown limitation
Last reviewedAugust 4, 2026
Visual evidenceDeferred during UI updates

Current-state summary

No Project Presentation Builder, webpage editor, prompt composer, preview, Client-share link, version history or PDF export exists in the reviewed Project. The current Project Vision & Inspiration module provides a useful future content source, but it is not yet connected to an authored Client deliverable.

Interface inventory

Anatomy and verified behavior

Verification states separate observed behavior from requirements or assumptions.

ElementCurrent behaviorVerification
Presentation entryAbsent from Project tabs and actions.Verified absent
AI prompt workflowAbsent.Verified absent
Project data sourcesProject identity, Vision & Inspiration, phases and planning budget exist, but no presentation-selection controls exist.Partially available
Preview and sectionsAbsent.Verified absent
Share and PDFNo publication, access, expiration, analytics or export controls exist.Verified absent

User journeys

Current flows

01

Generate a presentation

  1. Choose a Workspace-branded template
  2. Select authorized Project sources
  3. Write a prompt or choose an objective
  4. Generate a draft section plan and copy
  5. Review every claim and image
  6. Save a version
Observed result

Required future journey; not implemented.

02

Share with Client

  1. Preview the exact Client-visible version
  2. Confirm redactions and approvals
  3. Publish an access-controlled webpage
  4. Notify the Client
  5. Track acknowledgement or decision
  6. Export the same version to PDF
Observed result

Required future journey; not implemented.

State model

Current and expected states

Module unavailable

No presentation action exists.

Draft, generating and generation failed

Not implemented.

Review ready

Not implemented.

Published, superseded and revoked

Not implemented.

PDF rendering

Not implemented.

Product rules

Non-negotiable boundaries

  • AI output is always a draft and never publishes automatically.
  • The exact source records and versions used for generation are preserved.
  • Internal Notes, hidden financials, Provider comparisons, margins and unauthorized contact information are excluded by default.
  • A published Project Presentation is immutable; edits create a new version.
  • Web and PDF outputs represent the same approved content version.
  • Workspace branding is configurable without forking the shared builder.
Dependencies
Project RecordVision & InspirationFiles and imagesItems and Budget viewsApprovals and DecisionsAI generation serviceWorkspace brandingPublic-share authorizationPDF rendererNotifications and analytics

Known current limitations · 3 mapped

What is missing, broken or unverified

Future Spec 07 owns closure →
  1. No current implementation exists.
  2. No template, prompt, data-selection, section, approval, sharing, PDF or analytics behavior is available.
  3. Current Vision content is empty for the reviewed Project.

Future alignment

Required evolution

  • 01Implement the Project Presentation Builder in Spec 07.
  • 02Provide source-aware AI generation and section-level regeneration.
  • 03Add safe Client preview, approval and access-controlled sharing.
  • 04Support stable PDF rendering, version history, revocation and audit.

Current baseline

Acceptance record

  • The feature is correctly labeled planned rather than current.
  • Security and versioning requirements are explicit.
  • Project Presentation is the canonical glossary term.
  • No AI-generated content can be published without human review.

Reverse-spec completeness

Documentation coverage

The interface is still changing, so visual evidence and repository tracing remain intentionally incomplete.

Purpose and user outcome

Documented

Roles and access

Documented

Routes and entry points

Documented

Page and component anatomy

Documented

Fields and displayed data

Documented

Primary actions

Documented

Forms and validation

Documented

States and transitions

Documented

Empty, loading and error states

Documented

Responsive behavior

Partial

Accessibility behavior

Partial

Activity and audit events

Partial

Data sources and persistence

Documented

Notifications and automation

Partial

Known defects and limitations

Documented

Reusable component dependencies

Documented

Future-spec conflicts

Partial

Visual and repository evidence

Deferred

Acceptance of current baseline

Documented