Refine documents UX and extract document scope helpers

frontend/server/graphql/schema.ts

@@ -600,6 +600,52 @@ async function createCommunication(auth: AuthContext | null, input: {
   return { ok: true, id: created.id };
 }
 
+async function createWorkspaceDocument(auth: AuthContext | null, input: {
+  title: string;
+  type?: string;
+  owner?: string;
+  scope: string;
+  summary: string;
+  body?: string;
+}) {
+  const ctx = requireAuth(auth);
+  const title = String(input?.title ?? "").trim();
+  const scope = String(input?.scope ?? "").trim();
+  const summary = String(input?.summary ?? "").trim();
+  const body = String(input?.body ?? "").trim();
+  const owner = String(input?.owner ?? "").trim() || "Workspace";
+  const typeRaw = String(input?.type ?? "Template").trim();
+  const allowedTypes = new Set(["Regulation", "Playbook", "Policy", "Template"]);
+  const type = allowedTypes.has(typeRaw) ? typeRaw : "Template";
+
+  if (!title) throw new Error("title is required");
+  if (!scope) throw new Error("scope is required");
+  if (!summary) throw new Error("summary is required");
+
+  const created = await prisma.workspaceDocument.create({
+    data: {
+      teamId: ctx.teamId,
+      title,
+      type: type as any,
+      owner,
+      scope,
+      summary,
+      body: body || summary,
+    },
+  });
+
+  return {
+    id: created.id,
+    title: created.title,
+    type: created.type,
+    owner: created.owner,
+    scope: created.scope,
+    updatedAt: created.updatedAt.toISOString(),
+    summary: created.summary,
+    body: created.body,
+  };
+}
+
 async function updateCommunicationTranscript(auth: AuthContext | null, id: string, transcript: string[]) {
   const ctx = requireAuth(auth);
   const messageId = String(id ?? "").trim();
@@ -951,6 +997,7 @@ export const crmGraphqlSchema = buildSchema(`
     createCalendarEvent(input: CreateCalendarEventInput!): CalendarEvent!
     archiveCalendarEvent(input: ArchiveCalendarEventInput!): CalendarEvent!
     createCommunication(input: CreateCommunicationInput!): MutationWithIdResult!
+    createWorkspaceDocument(input: CreateWorkspaceDocumentInput!): WorkspaceDocument!
     updateCommunicationTranscript(id: ID!, transcript: [String!]!): MutationWithIdResult!
     updateFeedDecision(id: ID!, decision: String!, decisionNote: String): MutationWithIdResult!
   }
@@ -996,6 +1043,15 @@ export const crmGraphqlSchema = buildSchema(`
     transcript: [String!]
   }
 
+  input CreateWorkspaceDocumentInput {
+    title: String!
+    type: String
+    owner: String
+    scope: String!
+    summary: String!
+    body: String
+  }
+
   type MePayload {
     user: MeUser!
     team: MeTeam!
@@ -1232,6 +1288,20 @@ export const crmGraphqlRoot = {
     context: GraphQLContext,
   ) => createCommunication(context.auth, args.input),
 
+  createWorkspaceDocument: async (
+    args: {
+      input: {
+        title: string;
+        type?: string;
+        owner?: string;
+        scope: string;
+        summary: string;
+        body?: string;
+      };
+    },
+    context: GraphQLContext,
+  ) => createWorkspaceDocument(context.auth, args.input),
+
   updateCommunicationTranscript: async (
     args: { id: string; transcript: string[] },
     context: GraphQLContext,