Add Opens in Goldie's Panel

In plain terms: adding a precedent no longer covers the matter file with a dialog. The side panel turns into the search for a moment, so you can see what the matter already holds while you choose, then it turns back into the conversation.

Decision

Owner ruling, 2026-10-09.

1. Add takes over the panel. Pressing Add Document (or any Add) swaps Goldie's conversation for the Add view in the same right-hand panel, as the ⓘ About view already swaps it. The panel's header stays.

2. The Add view, top to bottom: ← Back to Goldie; the search box with the lists' All + filter control beside it (scope and filter as /docs/decisions/library-use-in rule 5); the results with a tick each, blanks included; Cancel and Add at the foot.

3. Preview on the page. A ticked document shows where it would land as a pending card, not in a preview pane. Unticking removes it; Cancel removes them all.

4. Leaving. Add, Cancel or Back to Goldie returns to the conversation at the place it was left; the composer's draft is kept.

5. The modal (InsertPicker in LibraryDialog) and its dark preview half go once the panel view lands.

6. Add and Replace are proposals (owner, 2026-10-09, option B). Pressing Add files the ticked items as a proposal that lands on the canvas as pending cards, waiting for each card's tick, as Goldie's proposals do. With a card selected, the view also offers Replace for one result: it files a proposal shown as a redline in place, the old card struck and the new one added. Accepting it puts the new one in and deletes the old (Put back still restores it); rejecting leaves the old one untouched. Answers in fields of the same name carry across; any that cannot are named on the card.

7. Settled 2026-10-14 (owner):

   • The Project screen files proposals too: Add waits for each card's tick there as on a Document.
   • A ticked blank goes straight in; it has nothing to review.
   • Replace carries field answers across by name ignoring case and spacing; any that still do not match are named on the card.
   • Library pages get the same right-hand panel, so Add opens there too; no modal survives.

8. Replace safeguards (owner, 2026-10-14), one shared rule on every screen:

   • Before filing, the Add view names any filled-in answers that will not carry across ("2 answers won't carry across: Seller, Settlement date").
   • When any filled-in answer would be dropped, Replace asks once to confirm; when everything carries, no extra step.
   • Replace is not offered on finished work. Settled 2026-10-15: the app has no finished Document (saving freezes an edition and reopens a working draft; publishing files a copy; there is no sent-for-signature state), so this means a card shown at an earlier saved edition. The working draft always allows Replace. One shared rule (replacingCard, pastEdition); a Project list never shows an earlier edition, so it is unaffected.

┌─ PROJECT ───────────────── ⓘ ┐
│ Cooking Up an Agreement      │
├──────────────────────────────┤
│ ← Back to Goldie             │
│ ┌──────────────────┐[All|≡] │
│ │ 🔍 Search…       │        │
│ └──────────────────┘        │
│ 📄 Confidentiality, NDA… [ ] │
│    v1 · My First Library    │
│ 📄 Cover letter…         [✓] │
│    v1 · My First Library    │
│ 📄 Blank document        [ ] │
├──────────────────────────────┤
│            [ Cancel ] [ Add ]│
└──────────────────────────────┘

Alternatives refused

• Search as a Goldie turn in the conversation (closest to /docs/decisions/library-search-is-conversational): every Add would leave a turn in the history. Asking Goldie to find something stays possible; the Add button opens the panel view.
• Keep the modal: it hides the matter while choosing, and its preview half duplicates what a pending card on the page shows.

Consequences

• The panel is about half the modal's width: titles truncate sooner and the filter must fit beside a narrower search box.
• The 2026-09-12 ruling that library search is "never a modal" is met again.
• /docs/decisions/library-use-in rule 5 (one search, All + filter) still governs what the search finds; only where it is drawn changes.

Current versus Target