[SC-17216] Document cancelling PDF template outline generation from My Inbox - #1485
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emmavdh merged 1 commit intoAug 28, 2026
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…y Inbox Adds a cancel step and recovery callout to the Start Outline From PDF flow: cancel from My Inbox works even for stuck uploads, removes the uploaded PDF, leaves the template outline unchanged, and shows as cancelled rather than failed. Co-Authored-By: Claude Fable 5 <[email protected]>
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Pull Request Description
What and why?
Documents sc-17216 — cancelling and recovering from stalled PDF template uploads (tracker: sc-17996 / Docs 26.09). Shipped in validmind/backend#3415 and validmind/frontend#2767, both merged and live.
This resolves the open question from the earlier attempt (documentation#1469, closed): the feature's home now exists in the docs. The Start Outline From PDF flow in
_create-document-templates.qmdalready tells users to track progress in My Inbox — which is exactly where the new cancel action lives — so this is an incremental edit to that flow rather than a new page.Summary of changes
One include edited, both format variants:
cancelledis a distinct terminal state).How to test
You can just read it here - added D in below screenshot + callout box

Try the live preview (allow time for the PR preview deploy to finish):
The only consumer of the edited include is
manage-document-templates.qmd; it renders clean locally withquarto render --profile development(only the pre-existingvalidmind/validmind.qmdwarning), and the new step and callout were verified in the rendered HTML.What needs special review?
TemplatePdfParseInboxItem): the button is Cancel (no confirmation step; shows "Cancelling" while in flight), and the terminal states read "Outline generation cancelled" vs "PDF parse failed".Dependencies, breaking changes, and deployment notes
Release notes
You can now cancel a PDF template outline generation that is still in progress — including an upload that appears stuck — from My Inbox. Cancelling removes the uploaded PDF and leaves the template outline unchanged, so it's safe to try again. Learn more ...
Checklist