Document Generation

Document data model

- `Document`: links CRM, audit, quote, and template context; stores current source/content snapshots, status, audience, and readiness. - `DocumentVersion`: immutable version number

Use this when...

Use this when you need detailed reference information for Document Generation.

  • Document: links CRM, audit, quote, and template context; stores current source/content snapshots, status, audience, and readiness.
  • DocumentVersion: immutable version number, reason, source snapshot, content snapshot, creator, and timestamp.
  • DocumentTemplate: type, slug, audience, branding placeholders, and section contract.
  • ApprovalRequest: reused through optional documentId, requestType=DOCUMENT_APPROVAL, and existing requester/assignee/decision fields.

Owned versions and approval requests cascade when a document is deleted. Source CRM/audit/quote links use SetNull.

Developer Details
Source
apps/docs/content/documents/data-model.md
Owner
Module Owner
Status
Current
Module
Document Generation
Related route
/documents