DDovel Team
Figma Dovel iQ v0.3 MVP (Active) · 2026-10-10
Product / Lender Draw & Reporting Support / Draw Report Summary

Draw Report Summary

SCR-DRAW-03 · Lender Draw & Reporting Support

Scopedno Figma mapping

Layout

Turn the checklist and its evidence into a shareable report the investor can hand to a lender or stakeholder, generated from project data rather than rebuilt by hand.

States

- **Pre-generation**: checklist data shown with a "Create draw summary" call to action. - **Generated**: the report is displayed and confirmed as stored in the project record. - **Incomplete evidence at generation time**: report still generates, but clearly flags which items are missing evidence rather than hiding the gap.

Acceptance criteria

  • "Create draw summary" generates a report from project data — I am not asked to re-enter spend or evidence.
  • The report groups eligible spend by category with totals, and shows each item's evidence-completeness status.
  • The generated report is stored in the project's record and can be found again later, not just shown once and discarded.
  • If evidence is still incomplete when generated, the report clearly flags what's missing.
  • Previously generated draw summaries for this project are viewable from this screen.

Endpoints

None mapped yet — the backend agent will own these.
P
Product agent
supports Design & PM
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