Task Flow Mickael Rutembya · Flow Atlas

Owner Contract Detail

/owner/contracts/

Atomic steps for an owner inspecting a generated contract: reference, parties, financials, clauses, rationale, cross-sell section, and download action.

Task intent

What the user is trying to do

« Review a generated contract for correctness, download the PDF, and verify linked lead and quote details. »

Entry points

ElementDestination
Owner contracts listing/owner/contracts/
Lead detail generate action/owner/contracts/<ref>/
Direct link from notification/owner/contracts/<ref>/

Flow

Adjacent routes — click a node to open it.taskflow
flowchart TD A["Start: owner opens contract list"] --> B["Land on /owner/contracts/"] B --> C["Browse contract references"] C --> D["Click contract reference"] D --> E["Land on contract detail"] E --> F["Review parties and financials"] F --> G["Check clauses and rationale"] G --> H["View cross-sell section"] H --> I["Download PDF"] I --> J["PDF rendered and saved"] E --> K["Click linked lead"] K --> L["Land on lead detail"] E --> M["Print contract"] M --> N["Browser print dialog"] click B "http://localhost:8000/owner/contracts/" "Open Contracts" click E "http://localhost:8000/owner/contracts/C-2024-001/" "Open Contract" click L "http://localhost:8000/owner/leads/" "Open Leads"

Steps

StepActionSystem response
1Owner navigates to /owner/contracts/Server renders contract list with references
2Owner clicks contract referenceNavigate to contract detail
3Contract detail loadsParties, financials, clauses, rationale rendered
4Owner reviews contractChecks terms, amounts, cross-sell
5Owner downloads PDFPDF generated server-side and downloaded

Scenario

Scenario

Owner reviews generated contract before sending

Trigger

  • Owner generates contract from lead detail
  • Notification email received with reference
  • Owner navigates to /owner/contracts/

Experience

  1. Contract list shows new contract C-2024-001.
  2. Owner clicks reference to open detail.
  3. Page displays parties, financials, clauses.
  4. Rationale explains each pricing lever.
  5. Cross-sell suggests complementary services.
  6. Owner downloads PDF and sends to client.

Trust and safety rules

  • Contract PDF is rendered server-side with embedded fonts.
  • Contract reference is unique and immutable.
  • All financials are calculated server-side from pricing engine.
  • Contract access is logged with timestamp and owner identity.

Interaction notes

  • Contract detail uses print-optimised CSS.
  • PDF generation uses server-side renderer (WeasyPrint).
  • Contract reference in URL: /owner/contracts/<ref>/
  • Cross-sell auto-generated from related offers.

Result states

StateWhat the owner seesWhat happens next
ReviewingContract detail with all sectionsMay download or print
DownloadingPDF download startsFile saved locally
SendingOwner forwards PDF to clientClient receives contract