Add bulk send from template with CSV mapping and batch tracking

[jusso-dev]

Context

ScopeStack now supports CSV contact import, but bulk document sending is a separate workflow. DocuSign/PandaDoc-style tools support sending the same template to many recipients with unique documents/links and individualized data.

Goal

Add bulk send from a template using CSV data to generate and send individualized documents.

Scope

• Pick a published template.
• Upload CSV of recipients/client fields/document variables.
• Validate CSV and show preview before sending.
• Generate one document per row or one envelope per row, depending on product language.
• Populate variables/recipient roles from CSV columns.
• Send unique secure links to each recipient.
• Track bulk send batch with progress and failures.
• Allow downloading a template CSV based on selected template variables/recipient roles.

UX Notes

• Bulk send should be a guided flow:
  1. Select template.
  2. Download/upload CSV.
  3. Map/validate columns.
  4. Preview generated rows.
  5. Send.
  6. Monitor results.
• Validation errors should identify row numbers and columns.
• Do not send anything until preview validation passes.

Data/Architecture Notes

Potential models:

• BulkSendBatch
  • organisationId
  • templateId
  • status
  • createdById
  • counts: total/sent/failed
• BulkSendItem
  • batchId
  • documentId
  • recipientEmail
  • status
  • error

Acceptance Criteria

• User can download a CSV template for a published document template.
• User can upload and validate a CSV.
• User can preview generated documents/recipients before sending.
• System creates individualized documents and recipient links.
• Partial failures are visible with row-level errors.
• Audit logs record batch creation and sends.
• Tests cover CSV validation and batch processing helpers.

Dependencies

• Real signer fields and recipient routing make this much more valuable.
• Content library and catalog can remain independent.

Priority

P2. High value for scale, but should follow signer fields/routing basics.