API: Templates

Base URL: /projects/{projectId}/template

Endpoints

Create Template Instance

POST /projects/{projectId}/template

Request Body:

{
  "instanceName": "European Space Agency",
  "templateCode": "1.0.1",
  "fields": {
    "formalInfo_name": "European Space Agency",
    "formalInfo_type": "Intergovernmental organization",
    "formalInfo_location": "Paris, France",
    "formalInfo_website": "https://www.esa.int"
  },
  "thread_id": "optional-thread-uuid"
}

Response (201):

{
  "id": "uuid",
  "projectId": "project-uuid",
  "templateCode": "1.0.1",
  "instanceName": "European Space Agency",
  "instanceNumber": 1,
  "status": "in_progress",
  "completionPercentage": 35,
  "fields": { ... },
  "createdAt": "2026-01-15T10:30:00Z"
}

Update Template Instance

PUT /projects/{projectId}/template/{templateId}

Request Body:

{
  "fields": {
    "assessment_policy_score": 4,
    "assessment_policy_observations": "Strong regulatory alignment"
  }
}

Generate Ecosystem Matrix

POST /projects/{projectId}/template/ecosystem-matrix/generate

Generates or updates the ecosystem matrix by having the LLM evaluate all stakeholder × project connections.

Prerequisites: At least 1 stakeholder OR 1 project card must exist.

Response (200):

{
  "id": "uuid",
  "templateCode": "1.0.3",
  "instanceName": "Ecosystem Matrix",
  "connections": [
    {
      "stakeholder_name": "ESA",
      "project_name": "Climate Monitor",
      "role": "Data Provider",
      "contribution": "Satellite imagery and EO expertise"
    }
  ]
}

Generate Outcomes Diagram

POST /projects/{projectId}/template/outcomes-diagram

AI-generated outcomes planning based on project context.

Generate Sustainability Canvas

POST /projects/{projectId}/template/sustainability-canvas

AI-generated 6-dimensional sustainability analysis.

Template Codes Reference

Code	Phase	Template Name	Cardinality
1.0.1	1	Stakeholder ID Card	Multiple
1.0.2	1	Project ID Card	Multiple
1.0.3	1	Ecosystem Matrix	Singleton
2.0.1	2	Data-Information-Value (DIV)	Multiple
3.0.1	3	User Profile	Multiple
3.0.2	3	User Journey	Multiple
3.0.3	3	User Needs Expansion	Multiple
3.0.4	3	Integration Challenges	Multiple
3.0.5	3	User Feedback Form	Multiple
3.0.6	3	Facilitator Capture Sheet	Multiple
4.0.1	4	Outcomes Diagram	Multiple
4.0.2	4	Sustainability Canvas	Multiple

Field Naming Convention

Template fields use a flat naming convention with underscore separators:

{category}_{subcategory}_{field}

Examples:

formalInfo_name → Formal information > Name
assessment_policy_score → Assessment > Policy > Score
comprehensiveInfo_mainActivities → Comprehensive info > Main activities

This flat structure enables partial updates without nested object merging.