Standalone docs first-class: bulk assign, role filters, customer index
Backend:
- POST /single-documents/bulk-assign accepts {document_ids, project_id}
or {document_ids, new_project} and atomically reassigns the batch.
- GET /projects/counterparties now folds standalone documents into the
customer index. Each group gains a standalone_count field; documents
without an intake_role match the role filter via intake_role.
- GET /projects/counterparties/:name/timeline includes user-owned
standalone docs whose intake_counterparty matches.
Frontend (/intake):
- Filter chips by role: All / Vendors / Customers / Internal-Other,
with per-bucket counts.
- Per-row checkboxes plus a select-all checkbox in the header.
- Sticky bulk-action bar (visible when 1+ selected): pick an existing
project from a dropdown and "Assign", or "Create new project from
selection" which auto-derives template + counterparty by majority
vote across the picked docs.
| Repository | Custos/legalos |
|---|---|
| Author | Custos <jfeinblum@gmail.com> |
| Authored | |
| Parents | 230083fa |
| Stats | 4 files changed , +416 , -59 |
| Part of | Intake - bulk-upload triage queue with auto-classify and assign |
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