Control document templates have their own kind

19 October 2026 (provisional: the final date is the day this release is published) — Every PDF template now has a kind: commercial for invoices, quotes, pro forma invoices and delivery notes, or transport-document for the transport control document (DeCA). The kind is fixed when the template is created and never changes. Everything is additive: the templates you already have report commercial.

document_kind in the template and in the revision

TenantPdfTemplate and PdfTemplateRevision carry document_kind, with the values commercial and transport-document. It appears in every response that returns a template or a revision, in the library operations and in the MCP tools of the resource.

A template of the transport-document kind accepts only branding, typography and colors in configuration, and no supported_* field. Any other key is rejected with 422 invalid_pdf_template_configuration and the offending param.

Create, duplicate and convert

POST /v1/companies/{company}/pdf-templates and the MCP tool create_pdf_template accept an optional document_kind in the body:

{
  "name": "Control document",
  "document_kind": "transport-document"
}

• Omitted, it is commercial. An unknown value returns 422 invalid_pdf_template_configuration with param document_kind.
• Creating a transport-document template without the transport documents module in the plan returns 403 feature_not_available_in_plan.

POST /v1/companies/{company}/pdf-templates/{template}/duplicate and duplicate_pdf_template accept the same field:

• Duplicating a commercial template with document_kind: "transport-document" converts it: the copy is a new control document template that starts at version 1 and keeps only the design, font (limited to 8 to 11 pt), colors and brand of the source and drops its contents, tables, texts, page and custom fields. Duplicating a control template with document_kind: "commercial" returns 422 invalid_pdf_template_configuration with param document_kind, and so does an unknown value.
• Omitted, the copy keeps the kind of the source.
• It also returns 403 feature_not_available_in_plan when the plan has no transport documents module.

POST /v1/companies/{company}/pdf-templates/{template}/revisions and publish_pdf_template_revision reject document_kind: the kind of a template never changes, so sending it returns 422 invalid_pdf_template_configuration with param document_kind.

Filter the list

GET /v1/companies/{company}/pdf-templates and list_pdf_templates accept the query parameter document_kind. With commercial or transport-document the list contains only that kind. Omitted, it lists every kind, as before. Any other value returns 422 invalid_pdf_template_configuration with param document_kind.

The «control documents» default accepts only control templates

In PATCH /v1/companies/{company}/pdf-templates/defaults and set_pdf_template_defaults, the entry transport-document of type_defaults now admits only active templates of the transport-document kind in A4. A template of the commercial kind is rejected with 422 invalid_pdf_template_configuration and param type_defaults.N.template_id. This replaces the earlier rule that accepted any template whose current revision supported the a4 format, see Control documents use the PDF template library.

MCP tools

The tables below list the operations of this release.