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Document Editing

16 requirements · 48 scenarios

Outgoing Attachment Traceability

JR-document-editing-001
The system SHALL associate outgoing document attachments with both the originating source attachment and the parent conversation. This ensures full traceability from any delivered document back to its source.
3 test scenarios
  • Revised clean document links to source attachment JR-document-editing-001.1
  • Tracked changes and redline attachments link to source JR-document-editing-001.2
  • Sent attachments maintain proper source linkage JR-document-editing-001.3

Previous Draft Retrieval

JR-document-editing-002
The system SHALL retrieve the most recent previously-sent clean draft by tracing the linkage back to the original source attachment. This enables iterative editing workflows where each revision builds on the last.
3 test scenarios
  • Retrieve previous draft by source attachment JR-document-editing-002.1
  • No previous draft exists on first edit JR-document-editing-002.2
  • Multiple previous drafts select most recent JR-document-editing-002.3

Incremental Redline Generation

JR-document-editing-003
The system SHALL generate incremental redlines showing only changes made since the previous AI-generated draft. Users can review the latest round of edits in isolation.
2 test scenarios
  • Incremental redline generated from prior draft JR-document-editing-003.1
  • Incremental redline reflects only new changes JR-document-editing-003.2

Cumulative Redline Generation

JR-document-editing-004
The system SHALL generate cumulative redlines showing all changes from the original document through the current draft. The cumulative view preserves full change history against the original.
1 test scenario
  • Cumulative redline generated from original document JR-document-editing-004.1

Dual Redline Output

JR-document-editing-005
The system SHALL generate both cumulative and incremental redline PDFs when a previous draft exists. On first edit, only a single cumulative redline is produced.
2 test scenarios
  • Follow-up edit produces both redline PDFs JR-document-editing-005.1
  • First edit produces single redline PDF JR-document-editing-005.2

Incremental Change Summaries

JR-document-editing-006
The system SHALL generate edit summaries in the cover note based on incremental changes since the last sent draft, not cumulative changes. On first edit, all changes are shown.
3 test scenarios
  • Follow-up summaries show only incremental changes JR-document-editing-006.1
  • First edit summaries show all changes JR-document-editing-006.2
  • No incremental changes produces empty summary JR-document-editing-006.3

Definition Term Auto-Formatting

JR-document-editing-007
The system SHALL automatically apply bold formatting to defined terms when inserting new definitions, matching the document's existing definition style conventions. Terms already formatted are not reformatted.
9 test scenarios
  • Definition term bolded when neighbors are bold JR-document-editing-007.1
  • Multiple definitions inserted together JR-document-editing-007.2
  • Definition using shall-mean variant JR-document-editing-007.3
  • Definition using has-the-meaning variant JR-document-editing-007.4
  • Multi-word definition term formatted JR-document-editing-007.5
  • Bracket-prefixed definition formatted JR-document-editing-007.6
  • Already-formatted definition not double-tagged JR-document-editing-007.7
  • Non-definition quoted text not tagged JR-document-editing-007.8
  • No style model available triggers fallback JR-document-editing-007.9

Visual Change Snippet Generation

JR-document-editing-008
When document edits are finalized, the system SHALL generate visual snippets showing changes. Deleted text is displayed with red strikethrough and inserted text with blue underline.
3 test scenarios
  • Single edit change rendered JR-document-editing-008.1
  • Multiple edit changes rendered JR-document-editing-008.2
  • No changes yields empty snippet JR-document-editing-008.3

Cover Note Change Snippets

JR-document-editing-009
The document editing workflow SHALL include a change summary section in the cover email, showing a visual representation of text changes made to the document.
2 test scenarios
  • Cover note includes change snippets JR-document-editing-009.1
  • Snippet styling matches redline output JR-document-editing-009.2

Edit Source Citation Tracking

JR-document-editing-012
The system SHALL support an optional citation on document editing operations to track the source of each edit for traceability. Omitting the citation SHALL remain backward-compatible.
3 test scenarios
  • Text replacement called with citation JR-document-editing-012.1
  • Paragraph insertion called with citation JR-document-editing-012.2
  • Citation omitted preserves backward compatibility JR-document-editing-012.3

Edit Provenance Model

JR-document-editing-013
The system SHALL define a structured model to capture edit provenance, including source type, reference identifier, and contextual details. This enables auditing of why each edit was made.
2 test scenarios
  • Playbook-sourced edit captured JR-document-editing-013.1
  • Email-sourced edit captured JR-document-editing-013.2

Edit Rationale as Document Comment

JR-document-editing-017
The text replacement operation SHALL accept an optional rationale parameter that, when provided, inserts a Word comment on the edited paragraph explaining the change to opposing counsel.
3 test scenarios
  • Edit with rationale creates document comment JR-document-editing-017.1
  • Edit without rationale has no comment JR-document-editing-017.2
  • Failed edit does not create comment JR-document-editing-017.3

Insertion Rationale as Document Comment

JR-document-editing-018
The paragraph insertion operation SHALL accept an optional rationale parameter that, when provided, inserts a Word comment on the newly inserted paragraph explaining the addition to opposing counsel.
2 test scenarios
  • Insert with rationale creates comment on new paragraph JR-document-editing-018.1
  • Insert without rationale has no comment JR-document-editing-018.2

Multi-Paragraph Insertion

JR-document-editing-020
The system MUST provide a multi-paragraph insertion capability that inserts multiple paragraphs in a single operation, automatically chaining each new paragraph after the previously inserted one.
2 test scenarios
  • Section with subsections inserted JR-document-editing-020.1
  • Partial failure handled gracefully JR-document-editing-020.2

List Numbering Preservation

JR-document-editing-024
When the AI deletes an entire list item's content and that item is not the last in its list, the system SHALL replace the deletion with a placeholder instead of removing the content. This preserves list numbering and prevents downstream section references from becoming stale.
4 test scenarios
  • Middle list item deletion intercepted with placeholder JR-document-editing-024.1
  • Last list item deletion allowed JR-document-editing-024.2
  • Non-list paragraph deletion allowed JR-document-editing-024.3
  • Partial text deletion within list item allowed JR-document-editing-024.4

Structural Paragraph Deletion

JR-document-editing-027
The system SHALL provide a paragraph deletion capability that removes a paragraph by its structural identifier without requiring text-based matching. When a rationale is provided, the system SHALL insert a Word comment on the adjacent paragraph.
4 test scenarios
  • Paragraph deleted by identifier JR-document-editing-027.1
  • Deletion with rationale creates adjacent comment JR-document-editing-027.2
  • Invalid identifier returns error JR-document-editing-027.3
  • Malformed identifier returns error JR-document-editing-027.4