# Preset contract templates

Feature proposal: [#560](https://github.com/open-legal-products/mike/issues/560).

## Problem

Library → Templates accepts uploads, but users must find and download a starting
document outside Mike before they can use it. The public contract collection
downloaded on 2026-09-30 contains reusable agreements and supporting documents
from General Legal, Common Paper, and Bonterms.

## Proposed solution

Add **Add preset templates** to the "…" menu in the Library → Templates page
header. It opens a Presets page that lists the catalog in the same document
table as the rest of the library: each publisher's library is a folder, with
the publisher's package directories nested inside. Users can search by name,
open a file in the read-only document side panel, download an original, or
choose **Import** for one file, a selection, or a whole folder to
save personal copies in the Templates folder they came from. Keep the
publishers' original files and directory structure intact, including agreement
variants and formation-package instructions. The initial catalog has 81
PDF/DOCX templates and three Markdown references. Markdown is download-only
because the existing document pipeline does not support that format.

## Technical approach / affected areas

- Bundle the supplied public files under `frontend/public/preset-templates/`.
  A checked-in manifest records each relative path, publisher, format, byte size,
  and SHA-256 checksum. No publisher requests are needed at runtime.
- Render the catalog with `DocTable` in its read-only `catalog` mode, which
  serves files from the bundled URLs and offers only view, download, and add.
  Publisher sources and licenses are recorded in this document and in the
  manifest, not shown on the page.
- Fetch the selected same-origin asset, then reuse `uploadLibraryDocument` with
  collection `templates` and the current folder. The existing upload-session
  API owns authentication, folder access, storage, processing, and document
  version creation. No new backend endpoint or database migration is needed.
- Update the loaded Templates collection after an import. Keep the dropdown
  open with a spinner and **Import…**, then a green tick and **Imported**.
  Track completed files while the Presets page is open, disable duplicate
  requests, and show failures in a warning popup. Retrying a partially imported
  selection or folder skips its completed files. Revisiting the page allows a
  new independent copy and never overwrites an existing template.
- Preserve source/license notices and distinguish Bonterms' per-document license
  exceptions. Catalog updates never replace users' imported copies.

## Non-goals / out of scope

Automatic installation for every account, synchronizing imported documents with
publisher updates, remote catalog administration, and changes to template editing
or assistant replication rules.

## Alternatives considered

A backend catalog and import endpoint would support centrally administered
catalogs but adds a new storage and authorization path. For this small, public,
versioned collection, bundled assets and the existing upload API are sufficient.
Linking directly to publisher downloads would make imports depend on publisher
availability and cross-origin permissions.

## Success metrics / acceptance criteria

- Every document in the supplied collection is available with original bytes.
- Publisher and package folders keep variants distinguishable.
- Import targets the signed-in user's Templates collection and selected folder.
- Upload failures remain retryable and do not report success.
- Long filenames and actions fit mobile and desktop widths.
- Asset integrity, import behavior, search, and failure handling have focused
  automated coverage.

## Open questions

None blocking the initial collection. A persistent imported/version indicator can
be added later if users need catalog upgrade tracking.

## Maintaining the catalog

Add original public files beneath the relevant publisher directory in
`frontend/public/preset-templates/`, then run
`node scripts/build-preset-templates.mjs`. Commit the files and regenerated
`frontend/src/app/components/library/presetTemplates.json` together. The integrity
test verifies that every public file is cataloged and its checksum still matches.
Hidden filesystem files are excluded. Only PDF, DOCX, and Markdown are accepted.

Publisher credits and licenses:

- [General Legal](https://general.legal/library):
  [CC0 1.0](https://creativecommons.org/publicdomain/zero/1.0/).
- [Common Paper](https://commonpaper.com/standards/):
  [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/).
- [Bonterms](https://bonterms.com/download-center/): generally CC BY 4.0, with
  per-document exceptions including CC BY-ND 4.0. Consult the notice in each file.

The folders preserve the publishers' version labels and execution formats.
Bonterms playbooks and explainers were excluded; agreement variants, cover-page
examples, order forms, statements of work, and attachment templates were
retained.

These files are templates, not legal advice. Check the publisher's current page
and have qualified counsel review a template before using it for a transaction.

All bundled publisher files are unmodified. Their licenses are separate from
Mike's software license, and attribution and other notices remain in the files.
The snapshot was downloaded on 2026-09-30; adding a new publisher requires updating
the generator's publisher metadata and verifying the supplied files' notices.