Support Controlled Documents import (#7541)

* Support Controlled Documents import

Signed-off-by: Anna Khismatullina <anna.khismatullina@gmail.com>

* Add example table

Signed-off-by: Anna Khismatullina <anna.khismatullina@gmail.com>

---------

Signed-off-by: Anna Khismatullina <anna.khismatullina@gmail.com>

dev/import-tool/docs/huly/README.md

@@ -31,12 +31,24 @@ workspace/
 │   └── files/
 │       └── diagram.png          # Can be referenced in markdown content
 └── Project Alpha.yaml           # Project configuration
+├── QMS Documents/              # QMS documentation
+│   ├── [SOP-001] Document Control.md           # Document template
+│   ├── [SOP-001] Document Control/             # Template implementations
+│   │   └── [SOP-002] Document Review.md        # Controlled document
+│   └── [WI-001] Document Template Usage.md     # Standalone controlled document
+└── QMS Documents.yaml         # QMS space configuration
 ```
 
 ### File Format Requirements
+* All spaces files must be in YAML format
+* All document/issue files must include YAML frontmatter followed by Markdown content
+* Children documents/issues are located in the folder with the same name as the parent document/issue
 
-#### Space Configuration (*.yaml)
+
-Project space (`Project Alpha.yaml`):
+#### Tracker Issues
+
+##### 1. Project Configuration (*.yaml)
+Example: `Project Alpha.yaml`:
 ```yaml
 class: tracker:class:Project       # Required
 title: Project Alpha               # Required
@@ -51,32 +63,8 @@ description: string                # Optional
 defaultIssueStatus: Todo           # Optional
 ```
 
-Teamspace (`Documentation.yaml`):
+##### 2. Issue (*.md)
-```yaml
+Example: `1.Project Setup.md`:
-class: document:class:Teamspace   # Required
-title: Documentation              # Required
-private: false                    # Optional, default: false
-autoJoin: true                    # Optional, default: true
-owners:                           # Optional, list of email addresses
-  - john.doe@example.com
-members:                          # Optional, list of email addresses
-  - joe.shmoe@example.com
-description: string               # Optional
-```
-
-#### Documents and Issues (*.md)
-All files must include YAML frontmatter followed by Markdown content:
-
-Document (`Getting Started.md`):
-```yaml
----
-class: document:class:Document    # Required
-title: Getting Started Guide      # Required
----
-# Content in Markdown format
-```
-
-Issue (`1.Project Setup.md`):
 ```yaml
 ---
 class: tracker:class:Issue        # Required
@@ -90,11 +78,11 @@ remainingTime: 4                  # Optional, in hours
 Task description in Markdown...
 ```
 
-### Task Identification
+##### Issue Identification
-* Human-readable task ID is formed by combining project's identifier and task number from filename
+* Human-readable issue ID is formed by combining project's identifier and issue number from filename
-* Example: For project with identifier "ALPHA" and task "1.Setup Project.md", the task ID will be "ALPHA-1"
+* Example: For project with identifier `ALPHA` and issue `1.Setup Project.md`, the issue ID will be `ALPHA-1`
 
-### Allowed Values
+##### Allowed Values
 
 Issue status values:
 * `Backlog`
@@ -109,6 +97,99 @@ Issue priority values:
 * `High`
 * `Urgent`
 
+#### Documents
+
+##### 1. Teamspace Configuration (*.yaml)
+Example: `Documentation.yaml`:
+```yaml
+class: document:class:Teamspace   # Required
+title: Documentation              # Required
+private: false                    # Optional, default: false
+autoJoin: true                    # Optional, default: true
+owners:                           # Optional, list of email addresses
+  - john.doe@example.com
+members:                          # Optional, list of email addresses
+  - joe.shmoe@example.com
+description: string               # Optional
+```
+
+##### 2. Document (*.md)
+Example: `Getting Started.md`:
+```yaml
+---
+class: document:class:Document    # Required
+title: Getting Started Guide      # Required
+---
+# Content in Markdown format
+```
+
+#### Controlled Documents
+##### 1. Space Configuration (*.yaml)
+QMS Document Space: `QMS Documents.yaml`:
+```yaml
+class: documents:class:OrgSpace   # Required
+title: QMS Documents              # Required
+private: false                    # Optional, default: false
+owners:                           # Optional, list of email addresses
+  - john.doe@example.com
+members:                          # Optional, list of email addresses
+  - joe.shmoe@example.com
+description: string               # Optional
+qualified: john.doe@example.com   # Optional, qualified user
+manager: jane.doe@example.com     # Optional, QMS manager
+qara: bob.smith@example.com       # Optional, QA/RA specialist
+```
+
+##### 2. Document Template (*.md)
+Example: `[SOP-001] Document Control.md`:
+```yaml
+---
+class: documents:mixin:DocumentTemplate  # Required
+title: SOP Template                      # Required
+docPrefix: SOP                           # Required, document code prefix
+category: documents:category:Procedures  # Required
+author: John Smith                       # Required
+owner: Jane Wilson                       # Required
+abstract: Template description           # Optional
+reviewers:                               # Optional
+  - alice.cooper@example.com
+approvers:                               # Optional
+  - david.brown@example.com
+coAuthors:                               # Optional
+  - bob.dylan@example.com
+---
+Template content in Markdown...
+```
+
+##### 3. Controlled Document (*.md)
+Example: `[SOP-002] Document Review.md`:
+```yaml
+---
+class: documents:class:ControlledDocument # Required
+title: Document Review Procedure          # Required
+template: [SOP-001] Document Control.md   # Required, path to template
+author: John Smith                        # Required
+owner: Jane Wilson                        # Required
+abstract: Document description            # Optional
+reviewers:                                # Optional
+  - alice.cooper@example.com
+approvers:                                # Optional
+  - david.brown@example.com
+coAuthors:                                # Optional
+  - bob.dylan@example.com
+changeControl:                            # Optional
+  description: Initial document creation
+  reason: Need for standardized process
+  impact: Improved document control
+---
+Document content in Markdown...
+```
+##### Controlled Document Code Format
+* Document code must be specified in file name: `[CODE] Any File Name.md`
+* If code is not specified for controlled document, it will be generated automatically using template's docPrefix and sequential number (e.g. `SOP-99`)
+* If code is not specified for template, it will be generated automatically as `TMPL-seqNumber`, where `seqNumber` is the sequence number of the template in the space
+
+
 ### Run Import Tool
 ```bash
 docker run \
@@ -125,3 +206,6 @@ docker run \
 * All users must exist in the system before import
 * Assignees are mapped by full name
 * Files in space directories can be used as attachments when referenced in markdown content
+* Document codes (in square brackets) must be unique across all document spaces
+* Controlled documents must be created in the same space as their templates
+* Controlled documents can be imported only with `Draft` status

dev/import-tool/docs/huly/example-workspace/QMS Documents.yaml

@@ -0,0 +1,11 @@
+class: documents:class:OrgSpace
+title: QMS Documents
+description: Quality Management System Documentation
+private: false
+owners:
+  - user1
+members:
+  - user1
+qualified: user1
+manager: user1
+qara: user1

dev/import-tool/docs/huly/example-workspace/QMS Documents/[SOP-001] Document Control.md

@@ -0,0 +1,32 @@
+---
+class: documents:mixin:DocumentTemplate
+title: 'Standard Operating Procedure Template'
+docPrefix: SOP
+category: DOC
+author: John Appleseed
+owner: John Appleseed
+abstract: Template for Standard Operating Procedures
+reviewers:
+  - John Appleseed
+approvers:
+  - John Appleseed
+---
+# Standard Operating Procedure
+
+## 1. Purpose
+[Describe the purpose of the procedure]
+
+## 2. Scope
+[Define the scope and applicability]
+
+## 3. Responsibilities
+[List key roles and responsibilities]
+
+## 4. Procedure
+[Detail the step-by-step procedure]
+
+## 5. References
+[List related documents]
+
+## 6. Revision History
+[Document revision history]

dev/import-tool/docs/huly/example-workspace/QMS Documents/[SOP-001] Document Control/[SOP-002] Document Review.md

@@ -0,0 +1,42 @@
+---
+class: documents:class:ControlledDocument
+title: Document Review Procedure
+template: '../[SOP-001] Document Control.md'
+author: John Appleseed
+owner: John Appleseed
+abstract: Procedure for document review and approval process
+reviewers:
+  - John Appleseed
+approvers:
+  - John Appleseed
+changeControl:
+  description: Initial document creation
+  reason: Need for standardized review process
+  impact: Improved document quality control
+---
+# Document Review Procedure
+
+## 1. Purpose
+This procedure defines the process for reviewing quality management system documents.
+
+## 2. Scope
+Applies to all controlled documents within the QMS.
+
+## 3. Responsibilities
+- Document Owner: Responsible for content
+- Reviewers: Technical review
+- QA Manager: Final approval
+
+## 4. Procedure
+1. Author prepares document
+2. Technical review
+3. QA review
+4. Final approval
+5. Document release
+
+## 5. References
+- Quality Manual
+- Document Control Procedure
+
+## 6. Revision History
+Rev 0.1 - Initial draft 

dev/import-tool/docs/huly/example-workspace/QMS Documents/[WI-001] Document Template Usage.md

@@ -0,0 +1,37 @@
+---
+class: documents:class:ControlledDocument
+title: Document Template Usage Guide
+template: '[SOP-001] Document Control.md'
+author: John Appleseed
+owner: John Appleseed
+abstract: Work instruction for using document templates
+reviewers:
+  - John Appleseed
+approvers:
+  - John Appleseed
+---
+# Document Template Usage Guide
+
+## 1. Purpose
+Guide users in proper usage of QMS document templates.
+
+## 2. Scope
+All personnel creating QMS documentation.
+
+## 3. Procedure
+1. Select appropriate template
+2. Fill in required sections
+3. Submit for review
+
+## 4. Document Review Changes
+
+| Step | Current Text | Updated Text | Comments |
+| --- | --- | --- | --- |
+| Initial Review | Select a template from library | Select a template that matches your document type | Clarified selection criteria |
+| Metadata | Fill in required fields | Complete all required metadata and content fields | Added metadata specification |
+| Review Process | Submit for review | Submit document for review according to procedure | Added reference to procedure |
+| Approval | Wait for approval | Submit for approval after receiving all reviews | Process detail added |
+
+## 5. References
+- [Document Control SOP](./[SOP-001]%20Document%20Control.md)
+- [Document Review Procedure](./[SOP-001]%20Document%20Control/[SOP-002]%20Document%20Review.md)

models/controlled-documents/src/plugin.ts

@@ -15,7 +15,7 @@
 
 import { documentsId } from '@hcengineering/controlled-documents'
 import documents from '@hcengineering/controlled-documents-resources/src/plugin'
-import type { Client, Doc, Ref, Role } from '@hcengineering/core'
+import type { Client, Doc, Ref } from '@hcengineering/core'
 import { type ObjectSearchCategory, type ObjectSearchFactory } from '@hcengineering/model-presentation'
 import { mergeIds, type Resource } from '@hcengineering/platform'
 import { type TagCategory } from '@hcengineering/tags'
@@ -71,11 +71,6 @@ export default mergeIds(documentsId, documents, {
     TableDocumentTemplate: '' as Ref<Doc>,
     TableDocumentDomain: '' as Ref<Doc>
   },
-  role: {
-    QARA: '' as Ref<Role>,
-    Manager: '' as Ref<Role>,
-    QualifiedUser: '' as Ref<Role>
-  },
   notification: {
     DocumentsNotificationGroup: '' as Ref<NotificationGroup>,
     ContentNotification: '' as Ref<NotificationType>,

packages/importer/package.json

@@ -45,6 +45,7 @@
     "@hcengineering/chunter": "^0.6.20",
     "@hcengineering/collaboration": "^0.6.0",
     "@hcengineering/contact": "^0.6.24",
+    "@hcengineering/controlled-documents": "^0.1.0",
     "@hcengineering/core": "^0.6.32",
     "@hcengineering/document": "^0.6.0",
     "@hcengineering/model-attachment": "^0.6.0",

packages/importer/src/huly/unified.ts

@@ -14,7 +14,7 @@
 //
 
 import { type Attachment } from '@hcengineering/attachment'
-import contact, { type Person, type PersonAccount } from '@hcengineering/contact'
+import contact, { Employee, type Person, type PersonAccount } from '@hcengineering/contact'
 import { type Class, type Doc, generateId, type Ref, type Space, type TxOperations } from '@hcengineering/core'
 import document, { type Document } from '@hcengineering/document'
 import { MarkupMarkType, type MarkupNode, MarkupNodeType, traverseNode, traverseNodeMarks } from '@hcengineering/text'
@@ -28,6 +28,8 @@ import { ImportWorkspaceBuilder } from '../importer/builder'
 import {
   type ImportAttachment,
   type ImportComment,
+  ImportControlledDocument,
+  ImportControlledDocumentTemplate,
   type ImportDocument,
   ImportDrawing,
   type ImportIssue,
@@ -35,11 +37,18 @@ import {
   type ImportProjectType,
   type ImportTeamspace,
   type ImportWorkspace,
-  WorkspaceImporter
+  WorkspaceImporter,
+  ImportOrgSpace
 } from '../importer/importer'
 import { type Logger } from '../importer/logger'
 import { BaseMarkdownPreprocessor } from '../importer/preprocessor'
 import { type FileUploader } from '../importer/uploader'
+import documents, {
+  DocumentState,
+  DocumentCategory,
+  ControlledDocument,
+  DocumentMeta
+} from '@hcengineering/controlled-documents'
 
 interface UnifiedComment {
   author: string
@@ -59,7 +68,7 @@ interface UnifiedIssueHeader {
 }
 
 interface UnifiedSpaceSettings {
-  class: 'tracker:class:Project' | 'document:class:Teamspace'
+  class: 'tracker:class:Project' | 'document:class:Teamspace' | 'documents:class:OrgSpace'
   title: string
   private?: boolean
   autoJoin?: boolean
@@ -101,13 +110,53 @@ interface UnifiedWorkspaceSettings {
   }>
 }
 
+interface UnifiedChangeControlHeader {
+  description?: string
+  reason?: string
+  impact?: string
+}
+
+interface UnifiedControlledDocumentHeader {
+  class: 'documents:class:ControlledDocument'
+  title: string
+  template: string
+  author: string
+  owner: string
+  abstract?: string
+  reviewers?: string[]
+  approvers?: string[]
+  coAuthors?: string[]
+  changeControl?: UnifiedChangeControlHeader
+}
+
+interface UnifiedDocumentTemplateHeader {
+  class: 'documents:mixin:DocumentTemplate'
+  title: string
+  category: string
+  docPrefix: string
+  author: string
+  owner: string
+  abstract?: string
+  reviewers?: string[]
+  approvers?: string[]
+  coAuthors?: string[]
+  changeControl?: UnifiedChangeControlHeader
+}
+
+interface UnifiedOrgSpaceSettings extends UnifiedSpaceSettings {
+  class: 'documents:class:OrgSpace'
+  qualified?: string
+  manager?: string
+  qara?: string
+}
+
 class HulyMarkdownPreprocessor extends BaseMarkdownPreprocessor {
   constructor (
     private readonly urlProvider: (id: string) => string,
     private readonly logger: Logger,
-    private readonly metadataByFilePath: Map<string, DocMetadata>,
+    private readonly pathById: Map<Ref<Doc>, string>,
-    private readonly metadataById: Map<Ref<Doc>, DocMetadata>,
+    private readonly refMetaByPath: Map<string, ReferenceMetadata>,
-    private readonly attachMetadataByPath: Map<string, AttachmentMetadata>,
+    private readonly attachMetaByPath: Map<string, AttachmentMetadata>,
     personsByName: Map<string, Ref<Person>>
   ) {
     super(personsByName)
@@ -130,18 +179,24 @@ class HulyMarkdownPreprocessor extends BaseMarkdownPreprocessor {
     const src = node.attrs?.src
     if (src === undefined) return
 
-    const sourceMeta = this.getSourceMetadata(id)
+    const sourcePath = this.getSourcePath(id)
-    if (sourceMeta == null) return
+    if (sourcePath == null) return
 
     const href = decodeURI(src as string)
-    const fullPath = path.resolve(path.dirname(sourceMeta.path), href)
+    const fullPath = path.resolve(path.dirname(sourcePath), href)
-    const attachmentMeta = this.attachMetadataByPath.get(fullPath)
+    const attachmentMeta = this.attachMetaByPath.get(fullPath)
 
     if (attachmentMeta === undefined) {
       this.logger.error(`Attachment image not found for ${fullPath}`)
       return
     }
 
+    const sourceMeta = this.refMetaByPath.get(sourcePath)
+    if (sourceMeta === undefined) {
+      this.logger.error(`Source metadata not found for ${sourcePath}`)
+      return
+    }
+
     this.updateAttachmentMetadata(fullPath, attachmentMeta, id, spaceId, sourceMeta)
     this.alterImageNode(node, attachmentMeta.id, attachmentMeta.name)
   }
@@ -150,23 +205,26 @@ class HulyMarkdownPreprocessor extends BaseMarkdownPreprocessor {
     traverseNodeMarks(node, (mark) => {
       if (mark.type !== MarkupMarkType.link) return
 
-      const sourceMeta = this.getSourceMetadata(id)
+      const sourcePath = this.getSourcePath(id)
-      if (sourceMeta == null) return
+      if (sourcePath == null) return
 
       const href = decodeURI(mark.attrs.href)
-      const fullPath = path.resolve(path.dirname(sourceMeta.path), href)
+      const fullPath = path.resolve(path.dirname(sourcePath), href)
 
-      if (this.metadataByFilePath.has(fullPath)) {
+      if (this.refMetaByPath.has(fullPath)) {
-        const targetDocMeta = this.metadataByFilePath.get(fullPath)
+        const targetDocMeta = this.refMetaByPath.get(fullPath)
         if (targetDocMeta !== undefined) {
           this.alterInternalLinkNode(node, targetDocMeta)
         }
-      } else if (this.attachMetadataByPath.has(fullPath)) {
+      } else if (this.attachMetaByPath.has(fullPath)) {
-        const attachmentMeta = this.attachMetadataByPath.get(fullPath)
+        const attachmentMeta = this.attachMetaByPath.get(fullPath)
         if (attachmentMeta !== undefined) {
           this.alterAttachmentLinkNode(node, attachmentMeta)
+          const sourceMeta = this.refMetaByPath.get(sourcePath)
+          if (sourceMeta !== undefined) {
             this.updateAttachmentMetadata(fullPath, attachmentMeta, id, spaceId, sourceMeta)
           }
+        }
       } else {
         this.logger.log('Unknown link type, leave it as is: ' + href)
       }
@@ -192,7 +250,7 @@ class HulyMarkdownPreprocessor extends BaseMarkdownPreprocessor {
     }
   }
 
-  private alterInternalLinkNode (node: MarkupNode, targetMeta: DocMetadata): void {
+  private alterInternalLinkNode (node: MarkupNode, targetMeta: ReferenceMetadata): void {
     node.type = MarkupNodeType.reference
     node.attrs = {
       id: targetMeta.id,
@@ -223,13 +281,13 @@ class HulyMarkdownPreprocessor extends BaseMarkdownPreprocessor {
     return mimeType !== false ? mimeType : undefined
   }
 
-  private getSourceMetadata (id: Ref<Doc>): DocMetadata | null {
+  private getSourcePath (id: Ref<Doc>): string | null {
-    const sourceMeta = this.metadataById.get(id)
+    const sourcePath = this.pathById.get(id)
-    if (sourceMeta == null) {
+    if (sourcePath == null) {
-      this.logger.error(`Source metadata not found for ${id}`)
+      this.logger.error(`Source file path not found for ${id}`)
       return null
     }
-    return sourceMeta
+    return sourcePath
   }
 
   private updateAttachmentMetadata (
@@ -237,9 +295,9 @@ class HulyMarkdownPreprocessor extends BaseMarkdownPreprocessor {
     attachmentMeta: AttachmentMetadata,
     id: Ref<Doc>,
     spaceId: Ref<Space>,
-    sourceMeta: DocMetadata
+    sourceMeta: ReferenceMetadata
   ): void {
-    this.attachMetadataByPath.set(fullPath, {
+    this.attachMetaByPath.set(fullPath, {
       ...attachmentMeta,
       spaceId,
       parentId: id,
@@ -248,10 +306,9 @@ class HulyMarkdownPreprocessor extends BaseMarkdownPreprocessor {
   }
 }
 
-interface DocMetadata {
+interface ReferenceMetadata {
   id: Ref<Doc>
   class: string
-  path: string
   refTitle: string
 }
 
@@ -265,12 +322,14 @@ interface AttachmentMetadata {
 }
 
 export class UnifiedFormatImporter {
-  private readonly metadataById = new Map<Ref<Doc>, DocMetadata>()
+  private readonly pathById = new Map<Ref<Doc>, string>()
-  private readonly metadataByFilePath = new Map<string, DocMetadata>()
+  private readonly refMetaByPath = new Map<string, ReferenceMetadata>()
-  private readonly fileMetadataByPath = new Map<string, AttachmentMetadata>()
+  private readonly fileMetaByPath = new Map<string, AttachmentMetadata>()
+  private readonly ctrlDocTemplateIdByPath = new Map<string, Ref<ControlledDocument>>()
 
   private personsByName = new Map<string, Ref<Person>>()
   private accountsByEmail = new Map<string, Ref<PersonAccount>>()
+  private employeesByName = new Map<string, Ref<Employee>>()
 
   constructor (
     private readonly client: TxOperations,
@@ -278,14 +337,18 @@ export class UnifiedFormatImporter {
     private readonly logger: Logger
   ) {}
 
-  async importFolder (folderPath: string): Promise<void> {
+  private async initCaches (): Promise<void> {
     await this.cachePersonsByNames()
     await this.cacheAccountsByEmails()
+    await this.cacheEmployeesByName()
+  }
+
+  async importFolder (folderPath: string): Promise<void> {
+    await this.initCaches()
+    const workspaceData = await this.processImportFolder(folderPath)
 
     await this.collectFileMetadata(folderPath)
 
-    const workspaceData = await this.processImportFolder(folderPath)
-
     this.logger.log('========================================')
     this.logger.log('IMPORT DATA STRUCTURE: ' + JSON.stringify(workspaceData))
     this.logger.log('========================================')
@@ -294,9 +357,9 @@ export class UnifiedFormatImporter {
     const preprocessor = new HulyMarkdownPreprocessor(
       this.fileUploader.getFileUrl,
       this.logger,
-      this.metadataByFilePath,
+      this.pathById,
-      this.metadataById,
+      this.refMetaByPath,
-      this.fileMetadataByPath,
+      this.fileMetaByPath,
       this.personsByName
     )
     await new WorkspaceImporter(
@@ -310,7 +373,7 @@ export class UnifiedFormatImporter {
     this.logger.log('Importing attachments...')
 
     const attachments: ImportAttachment[] = await Promise.all(
-      Array.from(this.fileMetadataByPath.values())
+      Array.from(this.fileMetaByPath.values())
         .filter((attachMeta) => attachMeta.parentId !== undefined)
         .map(async (attachMeta: AttachmentMetadata) => await this.processAttachment(attachMeta))
     )
@@ -433,6 +496,15 @@ export class UnifiedFormatImporter {
             break
           }
 
+          case documents.class.OrgSpace: {
+            const orgSpace = await this.processOrgSpace(spaceConfig as UnifiedOrgSpaceSettings)
+            builder.addOrgSpace(spacePath, orgSpace)
+            if (fs.existsSync(spacePath) && fs.statSync(spacePath).isDirectory()) {
+              await this.processControlledDocumentsRecursively(builder, spacePath, spacePath)
+            }
+            break
+          }
+
           default: {
             throw new Error(`Unknown space class ${spaceConfig.class} in ${spaceName}`)
           }
@@ -468,15 +540,13 @@ export class UnifiedFormatImporter {
         const numberMatch = issueFile.match(/^(\d+)\./)
         const issueNumber = numberMatch?.[1]
 
-        const meta: DocMetadata = {
+        const meta: ReferenceMetadata = {
           id: generateId<Issue>(),
           class: tracker.class.Issue,
-          path: issuePath,
           refTitle: `${projectIdentifier}-${issueNumber}`
         }
-
+        this.pathById.set(meta.id, issuePath)
-        this.metadataById.set(meta.id, meta)
+        this.refMetaByPath.set(issuePath, meta)
-        this.metadataByFilePath.set(issuePath, meta)
 
         const issue: ImportIssue = {
           id: meta.id as Ref<Issue>,
@@ -525,6 +595,14 @@ export class UnifiedFormatImporter {
     return account
   }
 
+  private findEmployeeByName (name: string): Ref<Employee> {
+    const employee = this.employeesByName.get(name)
+    if (employee === undefined) {
+      throw new Error(`Employee not found: ${name}`)
+    }
+    return employee
+  }
+
   private async processDocumentsRecursively (
     builder: ImportWorkspaceBuilder,
     teamspacePath: string,
@@ -543,15 +621,14 @@ export class UnifiedFormatImporter {
       }
 
       if (docHeader.class === document.class.Document) {
-        const docMeta: DocMetadata = {
+        const docMeta: ReferenceMetadata = {
           id: generateId<Document>(),
           class: document.class.Document,
-          path: docPath,
           refTitle: docHeader.title
         }
 
-        this.metadataById.set(docMeta.id, docMeta)
+        this.pathById.set(docMeta.id, docPath)
-        this.metadataByFilePath.set(docPath, docMeta)
+        this.refMetaByPath.set(docPath, docMeta)
 
         const doc: ImportDocument = {
           id: docMeta.id as Ref<Document>,
@@ -574,6 +651,79 @@ export class UnifiedFormatImporter {
     }
   }
 
+  private async processControlledDocumentsRecursively (
+    builder: ImportWorkspaceBuilder,
+    spacePath: string,
+    currentPath: string,
+    parentDocPath?: string
+  ): Promise<void> {
+    const docFiles = fs.readdirSync(currentPath).filter((f) => f.endsWith('.md'))
+
+    for (const docFile of docFiles) {
+      const docPath = path.join(currentPath, docFile)
+      const docHeader = (await this.readYamlHeader(docPath)) as
+        | UnifiedControlledDocumentHeader
+        | UnifiedDocumentTemplateHeader
+
+      if (docHeader.class === undefined) {
+        this.logger.error(`Skipping ${docFile}: not a document`)
+        continue
+      }
+
+      if (
+        docHeader.class !== documents.class.ControlledDocument &&
+        docHeader.class !== documents.mixin.DocumentTemplate
+      ) {
+        throw new Error(`Unknown document class ${docHeader.class} in ${docFile}`)
+      }
+
+      const documentMetaId = generateId<DocumentMeta>()
+      const refMeta: ReferenceMetadata = {
+        id: documentMetaId,
+        class: documents.class.DocumentMeta,
+        refTitle: docHeader.title
+      }
+      this.refMetaByPath.set(docPath, refMeta)
+
+      if (docHeader.class === documents.class.ControlledDocument) {
+        const docId = generateId<ControlledDocument>()
+        this.pathById.set(docId, docPath)
+
+        const doc = await this.processControlledDocument(
+          docHeader as UnifiedControlledDocumentHeader,
+          docPath,
+          docId,
+          documentMetaId
+        )
+        builder.addControlledDocument(spacePath, docPath, doc, parentDocPath)
+      } else {
+        if (!this.ctrlDocTemplateIdByPath.has(docPath)) {
+          const templateId = generateId<ControlledDocument>()
+          this.ctrlDocTemplateIdByPath.set(docPath, templateId)
+          this.pathById.set(templateId, docPath)
+        }
+
+        const templateId = this.ctrlDocTemplateIdByPath.get(docPath)
+        if (templateId === undefined) {
+          throw new Error(`Template ID not found: ${docPath}`)
+        }
+
+        const template = await this.processControlledDocumentTemplate(
+          docHeader as UnifiedDocumentTemplateHeader,
+          docPath,
+          templateId,
+          documentMetaId
+        )
+        builder.addControlledDocumentTemplate(spacePath, docPath, template, parentDocPath)
+      }
+
+      const subDir = path.join(currentPath, docFile.replace('.md', ''))
+      if (fs.existsSync(subDir) && fs.statSync(subDir).isDirectory()) {
+        await this.processControlledDocumentsRecursively(builder, spacePath, subDir, docPath)
+      }
+    }
+  }
+
   private processComments (currentPath: string, comments: UnifiedComment[] = []): Promise<ImportComment[]> {
     return Promise.all(
       comments.map(async (comment) => {
@@ -581,7 +731,7 @@ export class UnifiedFormatImporter {
         if (comment.attachments !== undefined) {
           for (const attachmentPath of comment.attachments) {
             const fullPath = path.resolve(currentPath, attachmentPath)
-            const attachmentMeta = this.fileMetadataByPath.get(fullPath)
+            const attachmentMeta = this.fileMetaByPath.get(fullPath)
             if (attachmentMeta !== undefined) {
               const importAttachment = await this.processAttachment(attachmentMeta)
               attachments.push(importAttachment)
@@ -650,6 +800,114 @@ export class UnifiedFormatImporter {
     }
   }
 
+  private async processOrgSpace (spaceHeader: UnifiedOrgSpaceSettings): Promise<ImportOrgSpace> {
+    return {
+      class: documents.class.OrgSpace,
+      title: spaceHeader.title,
+      private: spaceHeader.private ?? false,
+      archived: spaceHeader.archived ?? false,
+      description: spaceHeader.description,
+      owners: spaceHeader.owners?.map((email) => this.findAccountByEmail(email)) ?? [],
+      members: spaceHeader.members?.map((email) => this.findAccountByEmail(email)) ?? [],
+      qualified: spaceHeader.qualified !== undefined ? this.findAccountByEmail(spaceHeader.qualified) : undefined,
+      manager: spaceHeader.manager !== undefined ? this.findAccountByEmail(spaceHeader.manager) : undefined,
+      qara: spaceHeader.qara !== undefined ? this.findAccountByEmail(spaceHeader.qara) : undefined,
+      docs: []
+    }
+  }
+
+  private async processControlledDocument (
+    header: UnifiedControlledDocumentHeader,
+    docPath: string,
+    id: Ref<ControlledDocument>,
+    metaId: Ref<DocumentMeta>
+  ): Promise<ImportControlledDocument> {
+    const codeMatch = path.basename(docPath).match(/^\[([^\]]+)\]/)
+
+    const author = this.findEmployeeByName(header.author)
+    const owner = this.findEmployeeByName(header.owner)
+    if (author === undefined || owner === undefined) {
+      throw new Error(`Author or owner not found: ${header.author} or ${header.owner}`)
+    }
+
+    const templatePath = path.resolve(path.dirname(docPath), header.template)
+    if (!fs.existsSync(templatePath)) {
+      throw new Error(`Template file not found: ${templatePath}`)
+    }
+
+    if (!this.ctrlDocTemplateIdByPath.has(templatePath)) {
+      const templateId = generateId<ControlledDocument>()
+      this.ctrlDocTemplateIdByPath.set(templatePath, templateId)
+      this.pathById.set(templateId, templatePath)
+    }
+
+    const templateId = this.ctrlDocTemplateIdByPath.get(templatePath)
+    if (templateId === undefined) {
+      throw new Error(`Template ID not found: ${templatePath}`)
+    }
+
+    return {
+      id,
+      metaId,
+      class: documents.class.ControlledDocument,
+      title: header.title,
+      template: templateId,
+      code: codeMatch?.[1],
+      major: 0,
+      minor: 1,
+      state: DocumentState.Draft,
+      author,
+      owner,
+      abstract: header.abstract,
+      reviewers: header.reviewers?.map((email) => this.findEmployeeByName(email)) ?? [],
+      approvers: header.approvers?.map((email) => this.findEmployeeByName(email)) ?? [],
+      coAuthors: header.coAuthors?.map((email) => this.findEmployeeByName(email)) ?? [],
+      descrProvider: async () => await this.readMarkdownContent(docPath),
+      ccReason: header.changeControl?.reason,
+      ccImpact: header.changeControl?.impact,
+      ccDescription: header.changeControl?.description,
+      subdocs: []
+    }
+  }
+
+  private async processControlledDocumentTemplate (
+    header: UnifiedDocumentTemplateHeader,
+    docPath: string,
+    id: Ref<ControlledDocument>,
+    metaId: Ref<DocumentMeta>
+  ): Promise<ImportControlledDocumentTemplate> {
+    const author = this.findEmployeeByName(header.author)
+    const owner = this.findEmployeeByName(header.owner)
+    if (author === undefined || owner === undefined) {
+      throw new Error(`Author or owner not found: ${header.author} or ${header.owner}`)
+    }
+
+    const codeMatch = path.basename(docPath).match(/^\[([^\]]+)\]/)
+    return {
+      id,
+      metaId,
+      class: documents.mixin.DocumentTemplate,
+      title: header.title,
+      docPrefix: header.docPrefix,
+      code: codeMatch?.[1],
+      major: 0,
+      minor: 1,
+      state: DocumentState.Draft,
+      category: header.category as Ref<DocumentCategory>,
+      author,
+      owner,
+      abstract: header.abstract,
+      reviewers: header.reviewers?.map((email) => this.findEmployeeByName(email)) ?? [],
+      approvers: header.approvers?.map((email) => this.findEmployeeByName(email)) ?? [],
+      coAuthors: header.coAuthors?.map((email) => this.findEmployeeByName(email)) ?? [],
+      descrProvider: async () => await this.readMarkdownContent(docPath),
+      ccReason: header.changeControl?.reason,
+      ccImpact: header.changeControl?.impact,
+      ccDescription: header.changeControl?.description,
+      subdocs: []
+    }
+  }
+
   private async readYamlHeader (filePath: string): Promise<any> {
     this.logger.log('Read YAML header from: ' + filePath)
     const content = fs.readFileSync(filePath, 'utf8')
@@ -688,6 +946,20 @@ export class UnifiedFormatImporter {
     }, new Map())
   }
 
+  private async cacheEmployeesByName (): Promise<void> {
+    this.employeesByName = (await this.client.findAll(contact.mixin.Employee, {}))
+      .map((employee) => {
+        return {
+          _id: employee._id,
+          name: employee.name.split(',').reverse().join(' ')
+        }
+      })
+      .reduce((refByName, employee) => {
+        refByName.set(employee.name, employee._id)
+        return refByName
+      }, new Map())
+  }
+
   private async collectFileMetadata (folderPath: string): Promise<void> {
     const processDir = async (dir: string): Promise<void> => {
       const entries = fs.readdirSync(dir, { withFileTypes: true })
@@ -699,7 +971,7 @@ export class UnifiedFormatImporter {
           await processDir(fullPath)
         } else if (entry.isFile()) {
           const attachmentId = generateId<Attachment>()
-          this.fileMetadataByPath.set(fullPath, { id: attachmentId, name: entry.name, path: fullPath })
+          this.fileMetaByPath.set(fullPath, { id: attachmentId, name: entry.name, path: fullPath })
         }
       }
     }

packages/importer/src/importer/builder.ts

@@ -12,10 +12,15 @@
 // See the License for the specific language governing permissions and
 // limitations under the License.
 //
+import documents, { ControlledDocument, DocumentState } from '@hcengineering/controlled-documents'
 import { type DocumentQuery, type Ref, type Status, type TxOperations } from '@hcengineering/core'
 import document from '@hcengineering/document'
 import tracker, { IssuePriority, type IssueStatus } from '@hcengineering/tracker'
 import {
+  ImportControlledDocument,
+  ImportControlledDocumentTemplate,
+  ImportOrgSpace,
+  type ImportControlledDoc,
   type ImportDocument,
   type ImportIssue,
   type ImportProject,
@@ -39,15 +44,21 @@ const PROJECT_IDENTIFIER_REGEX = /^[a-zA-Z_][a-zA-Z0-9_]*$/
 
 export class ImportWorkspaceBuilder {
   private readonly projects = new Map<string, ImportProject>()
-  private readonly teamspaces = new Map<string, ImportTeamspace>()
-  private readonly projectTypes = new Map<string, ImportProjectType>()
   private readonly issuesByProject = new Map<string, Map<string, ImportIssue>>()
   private readonly issueParents = new Map<string, string>()
+
+  private readonly teamspaces = new Map<string, ImportTeamspace>()
   private readonly documentsByTeamspace = new Map<string, Map<string, ImportDocument>>()
   private readonly documentParents = new Map<string, string>()
-  private readonly errors = new Map<string, ValidationError>()
 
+  private readonly qmsSpaces = new Map<string, ImportOrgSpace>()
+  private readonly qmsTemplates = new Map<Ref<ControlledDocument>, string>()
+  private readonly qmsDocsBySpace = new Map<string, Map<string, ImportControlledDoc>>()
+  private readonly qmsDocsParents = new Map<string, string>()
+
+  private readonly projectTypes = new Map<string, ImportProjectType>()
   private readonly issueStatusCache = new Map<string, Ref<IssueStatus>>()
+  private readonly errors = new Map<string, ValidationError>()
 
   constructor (
     private readonly client: TxOperations,
@@ -125,10 +136,95 @@ export class ImportWorkspaceBuilder {
     return this
   }
 
+  addOrgSpace (path: string, space: ImportOrgSpace): this {
+    this.validateAndAdd('documentSpace', path, space, (s) => this.validateOrgSpace(s), this.qmsSpaces, path)
+    return this
+  }
+
+  addControlledDocument (
+    spacePath: string,
+    docPath: string,
+    doc: ImportControlledDocument,
+    parentDocPath?: string
+  ): this {
+    if (!this.qmsDocsBySpace.has(spacePath)) {
+      this.qmsDocsBySpace.set(spacePath, new Map())
+    }
+
+    const docs = this.qmsDocsBySpace.get(spacePath)
+    if (docs === undefined) {
+      throw new Error(`Document space ${spacePath} not found`)
+    }
+
+    if (doc.code !== undefined) {
+      const duplicateDoc = Array.from(docs.values()).find((existingDoc) => existingDoc.code === doc.code)
+      if (duplicateDoc !== undefined) {
+        throw new Error(`Duplicate document code ${doc.code} in space ${spacePath}`)
+      }
+    }
+
+    this.validateAndAdd(
+      'controlledDocument',
+      docPath,
+      doc,
+      (d) => this.validateControlledDocument(d as ImportControlledDocument),
+      docs,
+      docPath
+    )
+
+    if (parentDocPath !== undefined) {
+      this.qmsDocsParents.set(docPath, parentDocPath)
+    }
+
+    return this
+  }
+
+  addControlledDocumentTemplate (
+    spacePath: string,
+    templatePath: string,
+    template: ImportControlledDocumentTemplate,
+    parentTemplatePath?: string
+  ): this {
+    if (!this.qmsDocsBySpace.has(spacePath)) {
+      this.qmsDocsBySpace.set(spacePath, new Map())
+    }
+
+    const qmsDocs = this.qmsDocsBySpace.get(spacePath)
+    if (qmsDocs === undefined) {
+      throw new Error(`Document space ${spacePath} not found`)
+    }
+
+    if (template.code !== undefined) {
+      const duplicate = Array.from(qmsDocs.values()).find((existingDoc) => existingDoc.code === template.code)
+      if (duplicate !== undefined) {
+        throw new Error(`Duplicate document code ${template.code} in space ${spacePath}`)
+      }
+    }
+
+    this.validateAndAdd(
+      'documentTemplate',
+      templatePath,
+      template,
+      (t) => this.validateControlledDocumentTemplate(t as ImportControlledDocumentTemplate),
+      qmsDocs,
+      templatePath
+    )
+
+    if (parentTemplatePath !== undefined) {
+      this.qmsDocsParents.set(templatePath, parentTemplatePath)
+    }
+
+    if (template.id !== undefined) {
+      this.qmsTemplates.set(template.id, templatePath)
+    }
+
+    return this
+  }
+
   validate (): ValidationResult {
     // Perform cross-entity validation
-    this.validateProjectReferences()
+    this.validateSpacesReferences()
-    this.validateSpaceDocuments()
+    this.validateDocumentsReferences()
 
     return {
       isValid: this.errors.size === 0,
@@ -173,9 +269,27 @@ export class ImportWorkspaceBuilder {
       }
     }
 
+    for (const [spacePath, qmsDocs] of this.qmsDocsBySpace) {
+      const space = this.qmsSpaces.get(spacePath)
+      if (space !== undefined) {
+        const rootDocPaths = Array.from(qmsDocs.keys()).filter((docPath) => !this.qmsDocsParents.has(docPath))
+
+        for (const rootPath of rootDocPaths) {
+          this.buildControlledDocumentHierarchy(rootPath, qmsDocs)
+        }
+
+        space.docs = rootDocPaths.map((path) => qmsDocs.get(path)).filter(Boolean) as ImportControlledDocument[]
+      }
+    }
+
     return {
       projectTypes: Array.from(this.projectTypes.values()),
-      spaces: [...Array.from(this.projects.values()), ...Array.from(this.teamspaces.values())]
+      spaces: [
+        ...Array.from(this.projects.values()),
+        ...Array.from(this.teamspaces.values()),
+        ...Array.from(this.qmsSpaces.values())
+      ],
+      attachments: []
     }
   }
 
@@ -415,7 +529,7 @@ export class ImportWorkspaceBuilder {
     return errors
   }
 
-  private validateProjectReferences (): void {
+  private validateSpacesReferences (): void {
     // Validate project type references
     for (const project of this.projects.values()) {
       if (project.projectType !== undefined && !this.projectTypes.has(project.projectType.name)) {
@@ -424,7 +538,7 @@ export class ImportWorkspaceBuilder {
     }
   }
 
-  private validateSpaceDocuments (): void {
+  private validateDocumentsReferences (): void {
     // Validate that issues belong to projects and documents to teamspaces
     for (const projectPath of this.issuesByProject.keys()) {
       if (!this.projects.has(projectPath)) {
@@ -437,6 +551,23 @@ export class ImportWorkspaceBuilder {
         this.addError(teamspacePath, 'Documents reference non-existent teamspace')
       }
     }
+
+    for (const [orgSpacePath, docs] of this.qmsDocsBySpace) {
+      if (!this.qmsSpaces.has(orgSpacePath)) {
+        this.addError(orgSpacePath, 'Controlled document reference non-existent orgSpace')
+      }
+      for (const [docPath, doc] of docs) {
+        if (doc.class === documents.class.ControlledDocument) {
+          const templateRef = (doc as ImportControlledDocument).template
+          const templatePath = this.qmsTemplates.get(templateRef)
+          if (templatePath === undefined) {
+            this.addError(docPath, 'Controlled document reference non-existent template')
+          } else if (!docs.has(templatePath)) {
+            this.addError(docPath, 'Controlled document reference not in space')
+          }
+        }
+      }
+    }
   }
 
   private addError (path: string, error: string): void {
@@ -471,6 +602,20 @@ export class ImportWorkspaceBuilder {
     issue.subdocs = childIssues
   }
 
+  private buildControlledDocumentHierarchy (docPath: string, allDocs: Map<string, ImportControlledDoc>): void {
+    const doc = allDocs.get(docPath)
+    if (doc === undefined) return
+
+    const childDocs = Array.from(allDocs.entries())
+      .filter(([childPath]) => this.qmsDocsParents.get(childPath) === docPath)
+      .map(([childPath, childDoc]) => {
+        this.buildControlledDocumentHierarchy(childPath, allDocs)
+        return childDoc
+      })
+
+    doc.subdocs = childDocs
+  }
+
   private validateEmoji (emoji: string): string[] {
     const errors: string[] = []
     if (typeof emoji === 'string' && emoji.codePointAt(0) == null) {
@@ -529,4 +674,165 @@ export class ImportWorkspaceBuilder {
     }
     return errors
   }
+
+  private validateOrgSpace (space: ImportOrgSpace): string[] {
+    const errors: string[] = []
+
+    if (space.class !== documents.class.OrgSpace) {
+      errors.push('Invalid space class: ' + space.class)
+    }
+
+    errors.push(...this.validateType(space.title, 'string', 'title'))
+
+    if (space.emoji !== undefined) {
+      errors.push(...this.validateEmoji(space.emoji))
+    }
+
+    if (space.owners !== undefined) {
+      errors.push(...this.validateArray(space.owners, 'string', 'owners'))
+    }
+
+    if (space.members !== undefined) {
+      errors.push(...this.validateArray(space.members, 'string', 'members'))
+    }
+
+    return errors
+  }
+
+  private validateControlledDocument (doc: ImportControlledDocument): string[] {
+    const errors: string[] = []
+
+    // Validate required fields presence and types
+    errors.push(...this.validateType(doc.title, 'string', 'title'))
+    errors.push(...this.validateType(doc.class, 'string', 'class'))
+    errors.push(...this.validateType(doc.template, 'string', 'template'))
+    errors.push(...this.validateType(doc.state, 'string', 'state'))
+    if (doc.code !== undefined) {
+      errors.push(...this.validateType(doc.code, 'string', 'code'))
+    }
+
+    // Validate required string fields are defined
+    if (!this.validateStringDefined(doc.title)) errors.push('title is required')
+    if (!this.validateStringDefined(doc.template)) errors.push('template is required')
+
+    // Validate numbers are positive
+    if (!this.validatePossitiveNumber(doc.major)) errors.push('invalid value for field "major"')
+    if (!this.validatePossitiveNumber(doc.minor)) errors.push('invalid value for field "minor"')
+
+    // Validate arrays
+    errors.push(...this.validateArray(doc.reviewers, 'string', 'reviewers'))
+    errors.push(...this.validateArray(doc.approvers, 'string', 'approvers'))
+    errors.push(...this.validateArray(doc.coAuthors, 'string', 'coAuthors'))
+
+    // Validate optional fields if present
+    if (doc.author !== undefined) {
+      errors.push(...this.validateType(doc.author, 'string', 'author'))
+    }
+    if (doc.owner !== undefined) {
+      errors.push(...this.validateType(doc.owner, 'string', 'owner'))
+    }
+    if (doc.abstract !== undefined) {
+      errors.push(...this.validateType(doc.abstract, 'string', 'abstract'))
+    }
+    if (doc.ccDescription !== undefined) {
+      errors.push(...this.validateType(doc.ccDescription, 'string', 'ccDescription'))
+    }
+    if (doc.ccImpact !== undefined) {
+      errors.push(...this.validateType(doc.ccImpact, 'string', 'ccImpact'))
+    }
+    if (doc.ccReason !== undefined) {
+      errors.push(...this.validateType(doc.ccReason, 'string', 'ccReason'))
+    }
+
+    // Validate class
+    if (doc.class !== documents.class.ControlledDocument) {
+      errors.push('invalid class: ' + doc.class)
+    }
+
+    // Validate state values
+    if (doc.state !== DocumentState.Draft) {
+      errors.push('invalid state: ' + doc.state)
+    }
+
+    // todo: validate seqNumber is not duplicated (unique prefix? code?)
+
+    return errors
+  }
+
+  private validateControlledDocumentTemplate (template: ImportControlledDocumentTemplate): string[] {
+    const errors: string[] = []
+
+    // Validate required fields presence and types
+    errors.push(...this.validateType(template.title, 'string', 'title'))
+    errors.push(...this.validateType(template.class, 'string', 'class'))
+    errors.push(...this.validateType(template.docPrefix, 'string', 'docPrefix'))
+    errors.push(...this.validateType(template.state, 'string', 'state'))
+    if (template.code !== undefined) {
+      errors.push(...this.validateType(template.code, 'string', 'code'))
+    }
+
+    // Validate required string fields are defined
+    if (!this.validateStringDefined(template.title)) errors.push('title is required')
+    if (!this.validateStringDefined(template.docPrefix)) errors.push('docPrefix is required')
+
+    // Validate numbers are positive
+    if (!this.validatePossitiveNumber(template.major)) errors.push('invalid value for field "major"')
+    if (!this.validatePossitiveNumber(template.minor)) errors.push('invalid value for field "minor"')
+
+    // Validate arrays
+    errors.push(...this.validateArray(template.reviewers, 'string', 'reviewers'))
+    errors.push(...this.validateArray(template.approvers, 'string', 'approvers'))
+    errors.push(...this.validateArray(template.coAuthors, 'string', 'coAuthors'))
+
+    // Validate optional fields if present
+    if (template.author !== undefined) {
+      errors.push(...this.validateType(template.author, 'string', 'author'))
+    }
+    if (template.owner !== undefined) {
+      errors.push(...this.validateType(template.owner, 'string', 'owner'))
+    }
+    if (template.abstract !== undefined) {
+      errors.push(...this.validateType(template.abstract, 'string', 'abstract'))
+    }
+    if (template.ccDescription !== undefined) {
+      errors.push(...this.validateType(template.ccDescription, 'string', 'ccDescription'))
+    }
+    if (template.ccImpact !== undefined) {
+      errors.push(...this.validateType(template.ccImpact, 'string', 'ccImpact'))
+    }
+    if (template.ccReason !== undefined) {
+      errors.push(...this.validateType(template.ccReason, 'string', 'ccReason'))
+    }
+
+    // Validate class
+    if (template.class !== documents.mixin.DocumentTemplate) {
+      errors.push('invalid class: ' + template.class)
+    }
+
+    // Validate state values
+    if (template.state !== DocumentState.Draft) {
+      errors.push('invalid state: ' + template.state)
+    }
+
+    // todo: validate seqNumber no duplicated
+    return errors
+  }
+
+  private validateControlledDocumentSpaces (): void {
+    // Validate document spaces
+    for (const [spacePath] of this.qmsSpaces) {
+      // Validate controlled documents
+      const docs = this.qmsDocsBySpace.get(spacePath)
+      if (docs !== undefined) {
+        // for (const [docPath, doc] of docs) {
+        for (const docPath of docs.keys()) {
+          // Check parent document exists
+          const parentPath = this.documentParents.get(docPath)
+          if (parentPath !== undefined && !docs.has(parentPath)) {
+            this.addError(docPath, `Parent document not found: ${parentPath}`)
+          }
+        }
+      }
+    }
+  }
 }

packages/importer/src/importer/importer.ts

@@ -14,12 +14,25 @@
 //
 import attachment, { Drawing, type Attachment } from '@hcengineering/attachment'
 import chunter, { type ChatMessage } from '@hcengineering/chunter'
-import { type Person } from '@hcengineering/contact'
+import { Employee, type Person } from '@hcengineering/contact'
+import documents, {
+  ChangeControl,
+  type ControlledDocument,
+  createControlledDocMetadata,
+  createDocumentTemplateMetadata,
+  DocumentCategory,
+  DocumentMeta,
+  type DocumentSpace,
+  DocumentState,
+  DocumentTemplate,
+  OrgSpace,
+  ProjectDocument,
+  useDocumentTemplate
+} from '@hcengineering/controlled-documents'
 import core, {
   type Account,
   type AttachedData,
   type Class,
-  type Blob as PlatformBlob,
   type CollaborativeDoc,
   type Data,
   type Doc,
@@ -27,7 +40,9 @@ import core, {
   generateId,
   makeCollabId,
   type Mixin,
+  type Blob as PlatformBlob,
   type Ref,
+  RolesAssignment,
   SortingOrder,
   type Space,
   type Status,
@@ -157,6 +172,57 @@ export interface ImportDrawing {
   contentProvider: () => Promise<string>
 }
 
+export type ImportControlledDoc = ImportControlledDocument | ImportControlledDocumentTemplate // todo: rename
+export interface ImportOrgSpace extends ImportSpace<ImportControlledDoc> {
+  class: Ref<Class<DocumentSpace>>
+  qualified?: Ref<Account>
+  manager?: Ref<Account>
+  qara?: Ref<Account>
+}
+
+export interface ImportControlledDocumentTemplate extends ImportDoc {
+  id: Ref<ControlledDocument>
+  metaId: Ref<DocumentMeta>
+  class: Ref<Class<Document>>
+  docPrefix: string
+  code?: string
+  major: number
+  minor: number
+  state: DocumentState
+  category?: Ref<DocumentCategory>
+  author?: Ref<Employee>
+  owner?: Ref<Employee>
+  abstract?: string
+  reviewers?: Ref<Employee>[]
+  approvers?: Ref<Employee>[]
+  coAuthors?: Ref<Employee>[]
+  ccReason?: string
+  ccImpact?: string
+  ccDescription?: string
+  subdocs: ImportControlledDoc[]
+}
+
+export interface ImportControlledDocument extends ImportDoc {
+  id: Ref<ControlledDocument>
+  metaId: Ref<DocumentMeta>
+  class: Ref<Class<ControlledDocument>>
+  template: Ref<ControlledDocument> // todo: test (it was Ref<DocumentTemplate>)
+  code?: string
+  major: number
+  minor: number
+  state: DocumentState
+  reviewers?: Ref<Employee>[]
+  approvers?: Ref<Employee>[]
+  coAuthors?: Ref<Employee>[]
+  author?: Ref<Employee>
+  owner?: Ref<Employee>
+  abstract?: string
+  ccReason?: string
+  ccImpact?: string
+  ccDescription?: string
+  subdocs: ImportControlledDoc[]
+}
+
 export class WorkspaceImporter {
   private readonly issueStatusByName = new Map<string, Ref<IssueStatus>>()
   private readonly projectTypeByName = new Map<string, Ref<ProjectType>>()
@@ -192,6 +258,8 @@ export class WorkspaceImporter {
         await this.importTeamspace(space as ImportTeamspace)
       } else if (space.class === tracker.class.Project) {
         await this.importProject(space as ImportProject)
+      } else if (space.class === documents.class.OrgSpace) {
+        await this.importOrgSpace(space as ImportOrgSpace)
       }
     }
   }
@@ -730,4 +798,333 @@ export class WorkspaceImporter {
     }
     return identifier
   }
+
+  async importOrgSpace (space: ImportOrgSpace): Promise<Ref<DocumentSpace>> {
+    this.logger.log('Creating document space: ' + space.title)
+    const spaceId = await this.createOrgSpace(space)
+    this.logger.log('Document space created: ' + spaceId)
+
+    // Create hierarchy meta
+    const templateMetaMap = new Map<Ref<ControlledDocument>, { seqNumber: number, code: string }>()
+    for (const doc of space.docs) {
+      if (this.isDocumentTemplate(doc)) {
+        await this.createDocTemplateMetaHierarhy(doc as ImportControlledDocumentTemplate, templateMetaMap, spaceId)
+      } else {
+        await this.createControlledDocMetaHierarhy(doc as ImportControlledDocument, templateMetaMap, spaceId)
+      }
+    }
+
+    // Partition templates and documents
+    const templateMap = new Map<Ref<ControlledDocument>, ImportControlledDocumentTemplate>()
+    const documentMap = new Map<Ref<ControlledDocument>, ImportControlledDocument>()
+    for (const doc of space.docs) {
+      this.partitionTemplatesFromDocuments(doc, documentMap, templateMap)
+    }
+
+    // Create attached docs for templates
+    for (const template of templateMap.values()) {
+      const meta = templateMetaMap.get(template.id)
+      if (meta === undefined) {
+        throw new Error('Template meta not found: ' + template.id)
+      }
+      await this.createDocTemplateAttachedDoc(template, meta.seqNumber, meta.code, spaceId)
+    }
+
+    // Create attached docs for documents
+    for (const document of documentMap.values()) {
+      await this.createControlledDocAttachedDoc(document, spaceId)
+    }
+
+    return spaceId
+  }
+
+  private partitionTemplatesFromDocuments (
+    doc: ImportControlledDoc,
+    documentMap: Map<Ref<ControlledDocument>, ImportControlledDocument>,
+    templateMap: Map<Ref<ControlledDocument>, ImportControlledDocumentTemplate>
+  ): void {
+    if (this.isDocumentTemplate(doc)) {
+      templateMap.set(doc.id, doc as ImportControlledDocumentTemplate)
+    } else {
+      documentMap.set(doc.id, doc as ImportControlledDocument)
+    }
+
+    for (const subdoc of doc.subdocs) {
+      this.partitionTemplatesFromDocuments(subdoc, documentMap, templateMap)
+    }
+  }
+
+  private isDocumentTemplate (doc: ImportDoc): boolean {
+    return doc.class === documents.mixin.DocumentTemplate
+  }
+
+  private async createOrgSpace (space: ImportOrgSpace): Promise<Ref<DocumentSpace>> {
+    const spaceId = generateId<DocumentSpace>()
+    const data: Data<OrgSpace> = {
+      type: documents.spaceType.DocumentSpaceType,
+      description: space.description ?? '',
+      name: space.title,
+      private: space.private,
+      owners: space.owners ?? [],
+      members: space.members ?? [],
+      archived: space.archived ?? false
+    }
+    await this.client.createDoc(documents.class.OrgSpace, core.space.Space, data, spaceId)
+
+    const rolesAssignment: RolesAssignment = {}
+    if (space.qualified !== undefined) {
+      rolesAssignment[documents.role.QualifiedUser] = [space.qualified]
+    }
+    if (space.manager !== undefined) {
+      rolesAssignment[documents.role.Manager] = [space.manager]
+    }
+    if (space.qara !== undefined) {
+      rolesAssignment[documents.role.QARA] = [space.qara]
+    }
+    if (Object.keys(rolesAssignment).length > 0) {
+      await this.client.createMixin(
+        spaceId,
+        documents.class.OrgSpace,
+        core.space.Space,
+        documents.mixin.DocumentSpaceTypeData,
+        rolesAssignment
+      )
+    }
+    return spaceId
+  }
+
+  private async createDocTemplateMetaHierarhy (
+    template: ImportControlledDocumentTemplate,
+    templateMetaMap: Map<Ref<ControlledDocument>, { seqNumber: number, code: string }>,
+    spaceId: Ref<DocumentSpace>,
+    parentProjectDocumentId?: Ref<ProjectDocument>
+  ): Promise<Ref<ControlledDocument>> {
+    this.logger.log('Creating document template: ' + template.title)
+    const templateId = template.id ?? generateId<ControlledDocument>()
+
+    const { seqNumber, code, projectDocumentId } = await createDocumentTemplateMetadata(
+      this.client,
+      documents.class.Document,
+      spaceId,
+      documents.mixin.DocumentTemplate,
+      undefined,
+      parentProjectDocumentId,
+      templateId as unknown as Ref<ControlledDocument>, // todo: suspisios place
+      template.docPrefix,
+      template.code ?? '',
+      template.title,
+      template.metaId
+    )
+
+    templateMetaMap.set(templateId, { seqNumber, code })
+
+    for (const subdoc of template.subdocs) {
+      if (this.isDocumentTemplate(subdoc)) {
+        await this.createDocTemplateMetaHierarhy(
+          subdoc as ImportControlledDocumentTemplate,
+          templateMetaMap,
+          spaceId,
+          projectDocumentId
+        )
+      } else {
+        await this.createControlledDocMetaHierarhy(
+          subdoc as ImportControlledDocument,
+          templateMetaMap,
+          spaceId,
+          projectDocumentId
+        )
+      }
+    }
+
+    return templateId
+  }
+
+  private async createDocTemplateAttachedDoc (
+    template: ImportControlledDocumentTemplate,
+    seqNumber: number,
+    code: string,
+    spaceId: Ref<DocumentSpace>
+  ): Promise<Ref<ControlledDocument>> {
+    const content = await template.descrProvider()
+
+    this.logger.log('Creating document template attached doc: ' + template.title)
+
+    const collabId = makeCollabId(documents.class.Document, template.id, 'content')
+    const contentId = await this.createCollaborativeContent(template.id, collabId, content, spaceId)
+
+    const changeControlId =
+      template.ccReason !== undefined || template.ccImpact !== undefined || template.ccDescription !== undefined
+        ? await this.createChangeControl(spaceId, template.ccDescription, template.ccReason, template.ccImpact)
+        : ('' as Ref<ChangeControl>)
+
+    const ops = this.client.apply()
+    const result = await ops.addCollection(
+      documents.class.ControlledDocument,
+      spaceId,
+      template.metaId,
+      documents.class.DocumentMeta,
+      'documents',
+      {
+        title: template.title,
+        major: template.major,
+        minor: template.minor,
+        state: template.state,
+        author: template.author,
+        owner: template.owner,
+        abstract: template.abstract,
+        reviewers: template.reviewers ?? [],
+        approvers: template.approvers ?? [],
+        coAuthors: template.coAuthors ?? [],
+        code,
+        seqNumber,
+        prefix: template.docPrefix, // todo: or TEMPLATE_PREFIX?s
+        content: contentId,
+        changeControl: changeControlId,
+        commentSequence: 0,
+        requests: 0,
+        labels: 0
+      },
+      template.id as unknown as Ref<ControlledDocument> // todo: make sure it's not used anywhere as mixin id
+    )
+
+    await ops.createMixin(template.id, documents.class.Document, spaceId, documents.mixin.DocumentTemplate, {
+      sequence: 0,
+      docPrefix: template.docPrefix
+    })
+
+    const commit = await ops.commit()
+    if (!commit.result) {
+      throw new Error('Failed to create document template attached doc: ' + template.title)
+    }
+
+    this.logger.log('Document template attached doc created: ' + result)
+    return result
+  }
+
+  private async createControlledDocMetaHierarhy (
+    doc: ImportControlledDocument,
+    templateMetaMap: Map<Ref<ControlledDocument>, { seqNumber: number, code: string }>,
+    spaceId: Ref<DocumentSpace>,
+    parentProjectDocumentId?: Ref<ProjectDocument>
+  ): Promise<Ref<ControlledDocument>> {
+    this.logger.log('Creating controlled document: ' + doc.title)
+    const documentId = doc.id ?? generateId<ControlledDocument>()
+
+    // const { seqNumber, prefix, category } = await useDocumentTemplate(this.client, doc.template as unknown as Ref<DocumentTemplate>)
+    const result = await createControlledDocMetadata(
+      this.client,
+      documents.template.ProductChangeControl, // todo: make it dynamic - wtf, commit missed?
+      documentId,
+      spaceId,
+      undefined, // project
+      parentProjectDocumentId, // parent
+      'prefix',
+      0,
+      doc.code ?? '',
+      doc.title,
+      doc.metaId
+    )
+
+    // Process subdocs recursively
+    for (const subdoc of doc.subdocs) {
+      if (this.isDocumentTemplate(subdoc)) {
+        await this.createDocTemplateMetaHierarhy(
+          subdoc as ImportControlledDocumentTemplate,
+          templateMetaMap,
+          spaceId,
+          result.projectDocumentId
+        )
+      } else {
+        await this.createControlledDocMetaHierarhy(
+          subdoc as ImportControlledDocument,
+          templateMetaMap,
+          spaceId,
+          result.projectDocumentId
+        )
+      }
+    }
+
+    return documentId
+  }
+
+  private async createControlledDocAttachedDoc (
+    document: ImportControlledDocument,
+    spaceId: Ref<DocumentSpace>
+  ): Promise<Ref<ControlledDocument>> {
+    this.logger.log('Creating controlled document attached doc: ' + document.title)
+
+    const content = await document.descrProvider()
+    const collabId = makeCollabId(documents.class.Document, document.id, 'content')
+    const contentId = await this.createCollaborativeContent(document.id, collabId, content, spaceId)
+
+    const templateId = document.template
+    const { seqNumber, prefix, category } = await useDocumentTemplate(
+      this.client,
+      templateId as unknown as Ref<DocumentTemplate>
+    )
+
+    const ops = this.client.apply()
+
+    const changeControlId =
+      document.ccReason !== undefined || document.ccImpact !== undefined
+        ? await this.createChangeControl(spaceId, document.ccDescription, document.ccReason, document.ccImpact)
+        : ('' as Ref<ChangeControl>)
+
+    const result = await ops.addCollection(
+      documents.class.ControlledDocument,
+      spaceId,
+      document.metaId,
+      documents.class.DocumentMeta,
+      'documents',
+      {
+        title: document.title,
+        major: document.major,
+        minor: document.minor,
+        state: document.state,
+        author: document.author,
+        owner: document.owner,
+        abstract: document.abstract,
+        reviewers: document.reviewers ?? [],
+        approvers: document.approvers ?? [],
+        coAuthors: document.coAuthors ?? [],
+        changeControl: changeControlId,
+        code: document.code ?? `${prefix}-${seqNumber}`,
+        prefix,
+        category,
+        seqNumber,
+        content: contentId,
+        template: templateId as unknown as Ref<DocumentTemplate>,
+        commentSequence: 0,
+        requests: 0
+      },
+      document.id
+    )
+
+    await ops.updateDoc(documents.class.DocumentMeta, spaceId, document.metaId, {
+      documents: 0,
+      title: `${prefix}-${seqNumber} ${document.title}`
+    })
+
+    await ops.commit()
+
+    this.logger.log('Controlled document attached doc created: ' + result)
+
+    return result
+  }
+
+  private async createChangeControl (
+    spaceId: Ref<DocumentSpace>,
+    description?: string,
+    reason?: string,
+    impact?: string
+  ): Promise<Ref<ChangeControl>> {
+    const changeControlData: Data<ChangeControl> = {
+      reason: reason ?? '',
+      impact: impact ?? '',
+      description: description ?? '',
+      impactedDocuments: []
+    }
+
+    return await this.client.createDoc(documents.class.ChangeControl, spaceId, changeControlData)
+  }
 }

plugins/controlled-documents/src/docutils.ts

@@ -16,16 +16,16 @@
 import { type Employee } from '@hcengineering/contact'
 import { type AttachedData, type Class, type Ref, type TxOperations, Blob, Mixin } from '@hcengineering/core'
 import {
-  type Document,
-  type DocumentTemplate,
   type ControlledDocument,
+  type Document,
   type DocumentCategory,
-  type DocumentSpace,
   type DocumentMeta,
+  type DocumentSpace,
+  type DocumentTemplate,
+  type HierarchyDocument,
   type Project,
-  DocumentState,
+  type ProjectDocument,
-  HierarchyDocument,
+  DocumentState
-  ProjectDocument
 } from './types'
 
 import documents from './plugin'
@@ -67,18 +67,55 @@ export async function createControlledDocFromTemplate (
     return { seqNumber: -1, success: false }
   }
 
+  const { seqNumber, prefix, content, category } = await useDocumentTemplate(client, templateId)
+  const { success, documentMetaId } = await createControlledDocMetadata(
+    client,
+    templateId,
+    documentId,
+    space,
+    project,
+    parent,
+    prefix,
+    seqNumber,
+    spec.code,
+    spec.title
+  )
+
+  if (!success) {
+    return { seqNumber: -1, success: false }
+  }
+
+  await client.addCollection(
+    docClass,
+    space,
+    documentMetaId,
+    documents.class.DocumentMeta,
+    'documents',
+    {
+      ...spec,
+      category,
+      template: templateId,
+      seqNumber,
+      prefix,
+      state: DocumentState.Draft,
+      content
+    },
+    documentId
+  )
+
+  return { seqNumber, success: true }
+}
+
+export async function useDocumentTemplate (
+  client: TxOperations,
+  templateId: Ref<DocumentTemplate>
+): Promise<{ seqNumber: number, prefix: string, content: Ref<Blob> | null, category: Ref<DocumentCategory> }> {
   const template = await client.findOne(documents.mixin.DocumentTemplate, {
     _id: templateId
   })
 
   if (template === undefined) {
-    return { seqNumber: -1, success: false }
+    return { seqNumber: -1, prefix: '', content: null, category: '' as Ref<DocumentCategory> }
-  }
-
-  let path: Array<Ref<DocumentMeta>> = []
-
-  if (parent !== undefined) {
-    path = await getParentPath(client, parent)
   }
 
   await client.updateMixin(templateId, documents.class.Document, template.space, documents.mixin.DocumentTemplate, {
@@ -89,34 +126,27 @@ export async function createControlledDocFromTemplate (
   const seqNumber = template.sequence + 1
   const prefix = template.docPrefix
 
-  return await createControlledDoc(
+  return { seqNumber, prefix, content: template.content, category: template.category as Ref<DocumentCategory> }
-    client,
-    templateId,
-    documentId,
-    { ...spec, category: template.category },
-    space,
-    project,
-    prefix,
-    seqNumber,
-    path,
-    docClass,
-    template.content
-  )
 }
 
-async function createControlledDoc (
+export async function createControlledDocMetadata (
   client: TxOperations,
   templateId: Ref<DocumentTemplate>,
   documentId: Ref<ControlledDocument>,
-  spec: AttachedData<ControlledDocument>,
   space: Ref<DocumentSpace>,
   project: Ref<Project> | undefined,
+  parent: Ref<ProjectDocument> | undefined,
   prefix: string,
   seqNumber: number,
-  path: Ref<DocumentMeta>[] = [],
+  specCode: string,
-  docClass: Ref<Class<ControlledDocument>> = documents.class.ControlledDocument,
+  specTitle: string,
-  content: Ref<Blob> | null
+  metaId?: Ref<DocumentMeta>
-): Promise<{ seqNumber: number, success: boolean }> {
+): Promise<{
+    success: boolean
+    seqNumber: number
+    documentMetaId: Ref<DocumentMeta>
+    projectDocumentId: Ref<ProjectDocument>
+  }> {
   const projectId = project ?? documents.ids.NoProject
 
   const ops = client.apply()
@@ -127,23 +157,33 @@ async function createControlledDoc (
   })
 
   ops.notMatch(documents.class.Document, {
-    code: spec.code
+    code: specCode
   })
 
-  const metaId = await ops.createDoc(documents.class.DocumentMeta, space, {
+  const documentMetaId = await ops.createDoc(
+    documents.class.DocumentMeta,
+    space,
+    {
       documents: 0,
-    title: `${prefix}-${seqNumber} ${spec.title}`
+      title: `${prefix}-${seqNumber} ${specTitle}`
-  })
+    },
+    metaId
+  )
+
+  let path: Array<Ref<DocumentMeta>> = []
+  if (parent !== undefined) {
+    path = await getParentPath(client, parent)
+  }
 
   const projectMetaId = await ops.createDoc(documents.class.ProjectMeta, space, {
     project: projectId,
-    meta: metaId,
+    meta: documentMetaId,
     path,
     parent: path[0] ?? documents.ids.NoParent,
     documents: 0
   })
 
-  await client.addCollection(
+  const projectDocumentId = await client.addCollection(
     documents.class.ProjectDocument,
     space,
     projectMetaId,
@@ -156,25 +196,9 @@ async function createControlledDoc (
     }
   )
 
-  await ops.addCollection(
-    docClass,
-    space,
-    metaId,
-    documents.class.DocumentMeta,
-    'documents',
-    {
-      ...spec,
-      template: templateId,
-      seqNumber,
-      prefix,
-      state: DocumentState.Draft,
-      content
-    },
-    documentId
-  )
-
   const success = await ops.commit()
-  return { seqNumber, success: success.result }
+
+  return { success: success.result, seqNumber, documentMetaId, projectDocumentId }
 }
 
 export async function createDocumentTemplate (
@@ -190,6 +214,70 @@ export async function createDocumentTemplate (
   category: Ref<DocumentCategory>,
   author?: Ref<Employee>
 ): Promise<{ seqNumber: number, success: boolean }> {
+  const { success, seqNumber, code, documentMetaId } = await createDocumentTemplateMetadata(
+    client,
+    _class,
+    space,
+    _mixin,
+    project,
+    parent,
+    templateId,
+    prefix,
+    spec.code ?? '',
+    spec.title
+  )
+
+  if (!success) {
+    return { seqNumber: -1, success: false }
+  }
+
+  const ops = client.apply()
+  await ops.addCollection<DocumentMeta, HierarchyDocument>(
+    _class,
+    space,
+    documentMetaId,
+    documents.class.DocumentMeta,
+    'documents',
+    {
+      ...spec,
+      code,
+      seqNumber,
+      category,
+      prefix: TEMPLATE_PREFIX,
+      author,
+      owner: author,
+      content: spec.content ?? null
+    },
+    templateId
+  )
+  await ops.createMixin(templateId, documents.class.Document, space, _mixin, {
+    sequence: 0,
+    docPrefix: prefix
+  })
+  const commit = await ops.commit()
+
+  return { seqNumber, success: commit.result }
+}
+
+export async function createDocumentTemplateMetadata (
+  client: TxOperations,
+  _class: Ref<Class<Document>>,
+  space: Ref<DocumentSpace>,
+  _mixin: Ref<Mixin<DocumentTemplate>>,
+  project: Ref<Project> | undefined,
+  parent: Ref<ProjectDocument> | undefined,
+  templateId: Ref<ControlledDocument>,
+  prefix: string,
+  specCode: string,
+  specTitle: string,
+  metaId?: Ref<DocumentMeta>
+): Promise<{
+    success: boolean
+    seqNumber: number
+    code: string
+    documentMetaId: Ref<DocumentMeta>
+    projectDocumentId: Ref<ProjectDocument>
+  }> {
   const projectId = project ?? documents.ids.NoProject
 
   const incResult = await client.updateDoc(
@@ -202,7 +290,7 @@ export async function createDocumentTemplate (
     true
   )
   const seqNumber = (incResult as any).object.sequence as number
-  const code = spec.code === '' ? `${TEMPLATE_PREFIX}-${seqNumber}` : spec.code
+  const code = specCode === '' ? `${TEMPLATE_PREFIX}-${seqNumber}` : specCode
 
   let path: Array<Ref<DocumentMeta>> = []
 
@@ -225,20 +313,25 @@ export async function createDocumentTemplate (
     docPrefix: prefix
   })
 
-  const metaId = await ops.createDoc(documents.class.DocumentMeta, space, {
+  const documentMetaId = await ops.createDoc(
+    documents.class.DocumentMeta,
+    space,
+    {
       documents: 0,
-    title: `${TEMPLATE_PREFIX}-${seqNumber} ${spec.title}`
+      title: `${TEMPLATE_PREFIX}-${seqNumber} ${specTitle}`
-  })
+    },
+    metaId
+  )
 
   const projectMetaId = await ops.createDoc(documents.class.ProjectMeta, space, {
     project: projectId,
-    meta: metaId,
+    meta: documentMetaId,
     path,
     parent: path[0] ?? documents.ids.NoParent,
     documents: 0
   })
 
-  await client.addCollection(
+  const projectDocumentId = await client.addCollection(
     documents.class.ProjectDocument,
     space,
     projectMetaId,
@@ -251,31 +344,7 @@ export async function createDocumentTemplate (
     }
   )
 
-  await ops.addCollection<DocumentMeta, HierarchyDocument>(
-    _class,
-    space,
-    metaId,
-    documents.class.DocumentMeta,
-    'documents',
-    {
-      ...spec,
-      code,
-      seqNumber,
-      category,
-      prefix: TEMPLATE_PREFIX,
-      author,
-      owner: author,
-      content: null
-    },
-    templateId
-  )
-
-  await ops.createMixin(templateId, documents.class.Document, space, _mixin, {
-    sequence: 0,
-    docPrefix: prefix
-  })
-
   const success = await ops.commit()
 
-  return { seqNumber, success: success.result }
+  return { success: success.result, seqNumber, code, documentMetaId, projectDocumentId }
 }

plugins/controlled-documents/src/plugin.ts

@@ -6,7 +6,8 @@ import {
   type Type,
   type Space,
   type SpaceTypeDescriptor,
-  type Permission
+  type Permission,
+  Role
 } from '@hcengineering/core'
 import type { Asset, Plugin, Resource } from '@hcengineering/platform'
 import { IntlString, plugin } from '@hcengineering/platform'
@@ -276,6 +277,11 @@ export const documentsPlugin = plugin(documentsId, {
     CA: '' as Ref<DocumentCategory>,
     CC: '' as Ref<DocumentCategory>
   },
+  role: {
+    QARA: '' as Ref<Role>,
+    Manager: '' as Ref<Role>,
+    QualifiedUser: '' as Ref<Role>
+  },
   resolver: {
     Location: '' as Resource<(loc: Location) => Promise<ResolvedLocation | undefined>>
   },