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Preprint Templates
| Backlog field | Value |
|---|---|
| Story ID | AP-TPL-001 |
| Epic | Dynamic Templates |
| Story type | Master data / configuration |
| Review status | Draft - business analyst and business owner review required |
| Source evidence | AppsPortal.Apis controller, application command/query handlers, validators, domain entities, and matching MFE workflow where available |
| Last source review | 2026-07-10 |
User story
As application administrators, I want to manage seeded and reusable preprint templates so that new tenants start from controlled template defaults.
Acceptance criteria
- Only authorized users can view or execute the feature's actions.
- Required business data, active dependencies, tenant/branch scope, and current document state are validated.
- Invalid requests return actionable validation errors without applying a partial change.
- Search, list, view, print, and export operations use the same authorized business scope.
- Material create, edit, status, approval, posting, reversal, and integration actions are auditable where applicable.
- Financial or stock effects are applied atomically and no more than once.
Business rules
Required
Supported document type, template identity/content, and seed/version information are required.
Optional or conditional
Tenant customization and alternate layouts are optional.
Action behavior
Seeding creates controlled defaults without overwriting tenant-edited templates unless an explicit migration says so.
Blocking rule or downstream effect
Preprint management has no financial or stock effect.
Frontend page coverage
The following UI coverage is sourced from the pulled MFE route configuration. A Module-level supporting artifact mapping is evidence of a reachable screen, but requires BA confirmation that it belongs to this story rather than a more specific feature story.
| Route/page | Component | Mode | Route permission/guard | Mapping confidence | Source |
|---|---|---|---|---|---|
| (module default) | LayoutPageComponent | List/navigation | Guards: AuthGuard, moduleLicenseGuard | Feature token match | apps/templates/src/app/remote-entry/routes.ts:21 |
| (module default) | ReportTemplatesListComponent | Report/print | Permission: AppTemplatesPermissions.ReportTemplates_List; Guards: PolicyAuthGuard | Feature token match | apps/templates/src/app/remote-entry/report-templates/report-templates-routing.module.ts:19 |
| (module default) | ReportTemplatesMainComponent | Report/print | Permission: AppTemplatesPermissions.ReportTemplates_List; Guards: PolicyAuthGuard | Feature token match | apps/templates/src/app/remote-entry/report-templates/report-templates-routing.module.ts:11 |
| add | ReportTemplatesSelectComponent | Report/print | Permission: AppTemplatesPermissions.ReportTemplates_Add; Guards: PolicyAuthGuard | Feature token match | apps/templates/src/app/remote-entry/report-templates/report-templates-routing.module.ts:29 |
| edit/:templateId/:screenConfigId | ReportBuilderComponent | Report/print | Permission: AppTemplatesPermissions.ReportTemplates_Edit; Guards: PolicyAuthGuard | Feature token match | apps/templates/src/app/remote-entry/report-templates/report-templates-routing.module.ts:61 |
| edit/:templateId/:screenConfigId/:presetId | ReportBuilderComponent | Report/print | Permission: AppTemplatesPermissions.ReportTemplates_Edit; Guards: PolicyAuthGuard | Feature token match | apps/templates/src/app/remote-entry/report-templates/report-templates-routing.module.ts:72 |
| login | LogoutComponent } | List/navigation | Guards: AuthGuard, moduleLicenseGuard | Feature token match | apps/templates/src/app/remote-entry/routes.ts:15 |
| login-redirect | LogoutRedirectComponent } | List/navigation | Guards: AuthGuard, moduleLicenseGuard | Feature token match | apps/templates/src/app/remote-entry/routes.ts:17 |
| logout | LoginRedirectComponent } | List/navigation | Guards: AuthGuard, moduleLicenseGuard | Feature token match | apps/templates/src/app/remote-entry/routes.ts:16 |
| logout-redirect | UnAuthorizedComponent } | List/navigation | Guards: AuthGuard, moduleLicenseGuard | Feature token match | apps/templates/src/app/remote-entry/routes.ts:18 |
| report-templates | Lazy-loaded route | Report/print | Guards: PolicyAuthGuard | Feature token match | apps/templates/src/app/remote-entry/routes.ts:30 |
| un-authorized | LayoutPageComponent | List/navigation | Guards: AuthGuard, moduleLicenseGuard | Feature token match | apps/templates/src/app/remote-entry/routes.ts:19 |
| view/:templateId/:screenConfigId | ReportBuilderComponent | Report/print | Permission: AppTemplatesPermissions.ReportTemplates_View; Guards: PolicyAuthGuard | Feature token match | apps/templates/src/app/remote-entry/report-templates/report-templates-routing.module.ts:83 |
| view/:templateId/:screenConfigId/:presetId | ReportBuilderComponent | Report/print | Permission: AppTemplatesPermissions.ReportTemplates_View; Guards: PolicyAuthGuard | Feature token match | apps/templates/src/app/remote-entry/report-templates/report-templates-routing.module.ts:94 |
Observed frontend fields and validation
| Component | Control | Observed frontend rule | Component source |
|---|---|---|---|
| ReportBuilderComponent | alignment | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | backgroundColor | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | bold | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | color | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | columnKey | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | description | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | fontColor | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | fontFamily | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | fontSize | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | footerEmail | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | footerWebsite | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | headerBackgroundColor | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | headerBold | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | headerFontColor | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | headerFontFamily | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | headerFontSize | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | isDefault | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | isDescending | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | italic | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | name | Required in component validator | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | notes | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | numberFormat | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | opacity | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | operator | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | pageName | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | showClientName | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | showCompanyInfo | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | showCustomerInfo | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | showDate | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | showFooter | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | showFooterLogo | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | showInvoiceNo | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | showLogo | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | showMainInfo | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | showQr | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | showRefundNo | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | showStatus | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | signatureEnabled | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | signatureLabel | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | text | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | type | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | value | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | valueTo | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | width | Visible control; optional or API-dependent | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportTemplatesSelectComponent | screenId | Required in component validator | apps/templates/src/app/remote-entry/report-templates/pages/report-templates-select/report-templates-select.component.ts |
Observed frontend actions
| Component | Click action/handler | Business review requirement | Component source |
|---|---|---|---|
| ReportBuilderComponent | addAggregationRow | Document the enabled state, permission, input context, resulting API or navigation effect, success refresh, and concrete failure behavior for this handler. | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | addColumnRow | Document the enabled state, permission, input context, resulting API or navigation effect, success refresh, and concrete failure behavior for this handler. | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | addFilterRow | Document the enabled state, permission, input context, resulting API or navigation effect, success refresh, and concrete failure behavior for this handler. | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | addGroupRow | Document the enabled state, permission, input context, resulting API or navigation effect, success refresh, and concrete failure behavior for this handler. | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | addSortRow | Document the enabled state, permission, input context, resulting API or navigation effect, success refresh, and concrete failure behavior for this handler. | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | printPreview | Open the authorized record in view mode with its status, totals, lines, source and generated-document links; handle deleted, forbidden, and missing records without exposing stale data. | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | removeAggregation | Available only in deletable states with Delete permission; identify the record in confirmation, call delete once, remove/refresh the list row on success, and retain the row with the API reason on failure. | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | removeColumn | Available only in deletable states with Delete permission; identify the record in confirmation, call delete once, remove/refresh the list row on success, and retain the row with the API reason on failure. | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | removeFilter | Available only in deletable states with Delete permission; identify the record in confirmation, call delete once, remove/refresh the list row on success, and retain the row with the API reason on failure. | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | removeGroup | Available only in deletable states with Delete permission; identify the record in confirmation, call delete once, remove/refresh the list row on success, and retain the row with the API reason on failure. | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | removeSort | Available only in deletable states with Delete permission; identify the record in confirmation, call delete once, remove/refresh the list row on success, and retain the row with the API reason on failure. | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | resetPreviewZoom | Open the authorized record in view mode with its status, totals, lines, source and generated-document links; handle deleted, forbidden, and missing records without exposing stale data. | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | toggleColumnStyle | Document the enabled state, permission, input context, resulting API or navigation effect, success refresh, and concrete failure behavior for this handler. | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | toggleSection | Document the enabled state, permission, input context, resulting API or navigation effect, success refresh, and concrete failure behavior for this handler. | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | zoomInPreview | Open the authorized record in view mode with its status, totals, lines, source and generated-document links; handle deleted, forbidden, and missing records without exposing stale data. | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportBuilderComponent | zoomOutPreview | Open the authorized record in view mode with its status, totals, lines, source and generated-document links; handle deleted, forbidden, and missing records without exposing stale data. | apps/templates/src/app/remote-entry/report-templates/pages/report-builder/report-builder.component.ts |
| ReportTemplatesListComponent | onDelete | Available only in deletable states with Delete permission; identify the record in confirmation, call delete once, remove/refresh the list row on success, and retain the row with the API reason on failure. | apps/templates/src/app/remote-entry/report-templates/pages/report-templates-list/report-templates-list.component.ts |
| ReportTemplatesListComponent | onEdit | Open the identified editable record only with Edit permission; posted/locked records remain blocked by route or action state and list context must be recoverable on return. | apps/templates/src/app/remote-entry/report-templates/pages/report-templates-list/report-templates-list.component.ts |
| ReportTemplatesListComponent | onView | Open the authorized record in view mode with its status, totals, lines, source and generated-document links; handle deleted, forbidden, and missing records without exposing stale data. | apps/templates/src/app/remote-entry/report-templates/pages/report-templates-list/report-templates-list.component.ts |
| ReportTemplatesSelectComponent | onBack | Leave or close without persisting; warn when the current form has unsaved changes and restore the prior list/filter context. | apps/templates/src/app/remote-entry/report-templates/pages/report-templates-select/report-templates-select.component.ts |
| ReportTemplatesSelectComponent | onCancel | Leave or close without persisting; warn when the current form has unsaved changes and restore the prior list/filter context. | apps/templates/src/app/remote-entry/report-templates/pages/report-templates-select/report-templates-select.component.ts |
| ReportTemplatesSelectComponent | onNext | Document the enabled state, permission, input context, resulting API or navigation effect, success refresh, and concrete failure behavior for this handler. | apps/templates/src/app/remote-entry/report-templates/pages/report-templates-select/report-templates-select.component.ts |
| ReportTemplatesSelectComponent | onSelectPreset | Document the enabled state, permission, input context, resulting API or navigation effect, success refresh, and concrete failure behavior for this handler. | apps/templates/src/app/remote-entry/report-templates/pages/report-templates-select/report-templates-select.component.ts |
Page-specific frontend acceptance criteria
- (module default) - List/navigation: Load an authorized paged/searchable list or navigation page; preserve filters/sort/paging and expose only permitted row and bulk actions. Security observed: Guards: AuthGuard, moduleLicenseGuard
- (module default) - Report/print: Expose documented filters, validation, empty/loading/error states, authorized results, totals, drill-through, print, and export behavior where present. Security observed: Permission: AppTemplatesPermissions.ReportTemplates_List; Guards: PolicyAuthGuard
- add - Report/print: Expose documented filters, validation, empty/loading/error states, authorized results, totals, drill-through, print, and export behavior where present. Security observed: Permission: AppTemplatesPermissions.ReportTemplates_Add; Guards: PolicyAuthGuard
- edit/:templateId/:screenConfigId - Report/print: Expose documented filters, validation, empty/loading/error states, authorized results, totals, drill-through, print, and export behavior where present. Security observed: Permission: AppTemplatesPermissions.ReportTemplates_Edit; Guards: PolicyAuthGuard
- edit/:templateId/:screenConfigId/:presetId - Report/print: Expose documented filters, validation, empty/loading/error states, authorized results, totals, drill-through, print, and export behavior where present. Security observed: Permission: AppTemplatesPermissions.ReportTemplates_Edit; Guards: PolicyAuthGuard
- login - List/navigation: Load an authorized paged/searchable list or navigation page; preserve filters/sort/paging and expose only permitted row and bulk actions. Security observed: Guards: AuthGuard, moduleLicenseGuard
- login-redirect - List/navigation: Load an authorized paged/searchable list or navigation page; preserve filters/sort/paging and expose only permitted row and bulk actions. Security observed: Guards: AuthGuard, moduleLicenseGuard
- logout - List/navigation: Load an authorized paged/searchable list or navigation page; preserve filters/sort/paging and expose only permitted row and bulk actions. Security observed: Guards: AuthGuard, moduleLicenseGuard
- logout-redirect - List/navigation: Load an authorized paged/searchable list or navigation page; preserve filters/sort/paging and expose only permitted row and bulk actions. Security observed: Guards: AuthGuard, moduleLicenseGuard
- report-templates - Report/print: Expose documented filters, validation, empty/loading/error states, authorized results, totals, drill-through, print, and export behavior where present. Security observed: Guards: PolicyAuthGuard
- un-authorized - List/navigation: Load an authorized paged/searchable list or navigation page; preserve filters/sort/paging and expose only permitted row and bulk actions. Security observed: Guards: AuthGuard, moduleLicenseGuard
- view/:templateId/:screenConfigId - Report/print: Expose documented filters, validation, empty/loading/error states, authorized results, totals, drill-through, print, and export behavior where present. Security observed: Permission: AppTemplatesPermissions.ReportTemplates_View; Guards: PolicyAuthGuard
- view/:templateId/:screenConfigId/:presetId - Report/print: Expose documented filters, validation, empty/loading/error states, authorized results, totals, drill-through, print, and export behavior where present. Security observed: Permission: AppTemplatesPermissions.ReportTemplates_View; Guards: PolicyAuthGuard