As a user I want to see a queue of documents that are missing metadata so I can enrich them efficiently after a scanning session #67

New Issue

marcel · 2026-03-25T14:11:46+01:00

marcel commented

2026-03-25 14:11:46 +01:00

Background

After a bulk upload session (see issue #X — drop zone), the user has a pile of documents with no date, sender, or receivers. They need a focused, low-friction way to work through them one by one without having to hunt for them in the document list.

User Journey

After uploading, the user sees a prominent "Needs metadata" section on the home page showing how many documents are still incomplete (no date, no sender, no receivers). Clicking it opens an enrichment view: the document's PDF preview is shown on the left (or top on mobile), and a compact metadata form on the right. The user fills in what they know — title, date, sender, receiver — and presses Save (or hits Enter). The system automatically advances to the next incomplete document. A progress indicator shows "3 of 12 remaining". When the queue is empty the section disappears from the home page.

The user can skip a document (leave it incomplete) and come back later.

E2E Scenarios

Scenario: Queue appears after bulk upload
  Given I have uploaded 3 documents with no metadata
  When I open the home page
  Then I see a "Needs metadata" section showing 3 documents

Scenario: Enriching a document advances to the next
  Given I am in the enrichment queue with 2 documents remaining
  When I fill in the date and sender and save the first document
  Then I am automatically shown the second document
  And the progress indicator updates to "1 remaining"

Scenario: Skipping a document
  Given I am in the enrichment queue
  When I click "Skip"
  Then I am taken to the next incomplete document
  And the skipped document remains in the queue

Scenario: Queue disappears when all documents are enriched
  Given all documents have at least a date or sender
  When I open the home page
  Then the "Needs metadata" section is not visible

Implementation notes

"Incomplete" = document has no documentDate AND no sender AND no receivers.
The queue count can be derived from a new backend endpoint GET /api/documents/incomplete-count or by filtering the existing search endpoint.
The enrichment view is essentially the edit form, but stripped down to the most important fields and with "Save & next" / "Skip" navigation.
The PDF preview should use the existing PdfViewer / DocumentViewer component.

## Background After a bulk upload session (see issue #X — drop zone), the user has a pile of documents with no date, sender, or receivers. They need a focused, low-friction way to work through them one by one without having to hunt for them in the document list. ## User Journey After uploading, the user sees a prominent "Needs metadata" section on the home page showing how many documents are still incomplete (no date, no sender, no receivers). Clicking it opens an enrichment view: the document's PDF preview is shown on the left (or top on mobile), and a compact metadata form on the right. The user fills in what they know — title, date, sender, receiver — and presses Save (or hits Enter). The system automatically advances to the next incomplete document. A progress indicator shows "3 of 12 remaining". When the queue is empty the section disappears from the home page. The user can skip a document (leave it incomplete) and come back later. ## E2E Scenarios ``` Scenario: Queue appears after bulk upload Given I have uploaded 3 documents with no metadata When I open the home page Then I see a "Needs metadata" section showing 3 documents Scenario: Enriching a document advances to the next Given I am in the enrichment queue with 2 documents remaining When I fill in the date and sender and save the first document Then I am automatically shown the second document And the progress indicator updates to "1 remaining" Scenario: Skipping a document Given I am in the enrichment queue When I click "Skip" Then I am taken to the next incomplete document And the skipped document remains in the queue Scenario: Queue disappears when all documents are enriched Given all documents have at least a date or sender When I open the home page Then the "Needs metadata" section is not visible ``` ## Implementation notes - "Incomplete" = document has no `documentDate` AND no `sender` AND no `receivers`. - The queue count can be derived from a new backend endpoint `GET /api/documents/incomplete-count` or by filtering the existing search endpoint. - The enrichment view is essentially the edit form, but stripped down to the most important fields and with "Save & next" / "Skip" navigation. - The PDF preview should use the existing `PdfViewer` / `DocumentViewer` component.

marcel referenced this issue

2026-03-25 14:12:23 +01:00

As a user I want to drop or select multiple files on the home page so I can digitize a stack of documents without navigating to a form for each one #66

marcel commented

2026-03-25 14:12:25 +01:00

Depends on / pairs well with: #66 (bulk upload drop zone — the primary way documents enter the queue)

marcel added the file-upload label 2026-03-25 14:14:31 +01:00

marcel referenced this issue

2026-03-25 18:58:47 +01:00

As a user I want a help page on the site so I can learn how to use the archive and share the guidance with family members before a scanning session #70

marcel referenced a pull request that will close this issue

2026-03-26 13:47:12 +01:00