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Add AI-assisted field and recipient suggestions #9051

Description

@vitormattos

Goal

Use AI to suggest fields, recipient roles/associations and related document-preparation information without creating a second LibreSign field model or allowing AI to persist unreviewed workflow changes.

Existing domain dependency

The field/domain foundation is tracked by #8264.

This epic must consume the field identity, type, placement, values/validation, recipient association and API contracts established there.

Visible signature fields remain optional as defined by the product behavior tracked in #8321. AI must not infer that every signer requires a visible field.

Existing template/reuse requirements such as #5628 should be considered where suggestions are reused across document workflows.

Intended assistance

Potential suggestions include:

  • signature and initials fields;
  • name/date/email/text/checkbox fields supported by the field domain;
  • likely recipient role/association;
  • reusable role labels;
  • signing-order suggestions where a product workflow exists to consume them.

AI suggestions are proposals. Normal LibreSign validation, user review and explicit application remain mandatory.

Security and correctness

  • Never let model output define field validation rules outside the established domain.
  • Validate coordinates/types/recipient references before presenting or applying suggestions.
  • Do not create unsupported field types.
  • Do not create recipient identities or send requests without normal workflow confirmation.
  • Treat document content and model output as untrusted.
  • Preserve access control and document ownership rules.

UX and prototyping

Before implementation, prototype how suggestions are reviewed in the existing document preparation/editor flow.

Evaluate:

  • distinguish suggested versus existing fields;
  • accept/reject individual suggestions;
  • bulk review only where it remains understandable;
  • confidence/provenance only when meaningful and supported;
  • correction without fighting the AI;
  • no implication that a missing visible field is an error.

Research public field-detection/recipient-detection flows from signing products where useful, but align the final interaction with LibreSign and the field editor.

Documentation

Document AI-assisted field preparation as an extension of the normal fields workflow. Do not duplicate the field model documentation. Explain policy prerequisites, review/apply behavior, supported suggestion types and limitations.

Planning gate

Do not create the full implementation breakdown until the relevant #8264 contracts are stable enough to consume and the AI foundation handoff has been completed.

Before decomposition, review this epic against the implemented field domain/API and AI capability contracts.

Non-goals

Done when

  • Suggestions use the normal LibreSign field/recipient contracts.
  • AI output cannot bypass field validation or policy.
  • Suggestions require user review before persistence.
  • Visible-field optionality remains correct.
  • The interaction has been prototyped/reviewed.
  • Automated tests cover invalid/adversarial suggestions.
  • The functionality is documented within the normal document-preparation documentation.

Decomposition gate

This epic is intentionally blocked by prerequisite work tracked through GitHub's native dependency relationships.

Do not create a full implementation backlog for this epic while its blockers are open.

When all blockers are complete, review this epic against both the completed AI foundation and the final field/domain contracts from #8264. Update the goal, scope, architecture, UX assumptions, security requirements, testing strategy and documentation requirements where needed. Only then create focused implementation sub-issues.

The current description preserves product intent and research; it is not authorization to implement around unfinished prerequisite contracts.

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