# AK Takeoff — per-user local setup template

Status: planning template. No installation or desktop connection is performed by this document.

## What exists today

The takeoff plugin supports review of supplied files without PlanSwift open. Its optional local Windows helper can inspect the intended active PlanSwift job and apply supported, guarded takeoff-item operations. The existing helper explicitly excludes page import. New-page import persistence remains unverified.

Live access needs Windows, a local executor, Python 3.10+, PlanSwift installed, and the exact intended job open and active on that same computer. A public website link or installing the plugin in a cloud chat does not provide desktop access.

## Fill in for this user

- User/workstation reference: __________
- Installed PlanSwift version: __________
- Authorized local executor and verified Python path: __________
- Current drawing packet and revisions: __________
- Separate working copy / backup location: __________
- Intended active job name and unique GUID: __________
- Destination pages and verified calibrations: __________
- Current source review and whole-child-tree readiness record: __________
- Unresolved conditions and held quantities: __________
- Approved scope of the next operation: __________
- Readback / independent verification evidence: __________

## Connection requirements

Use the existing documented local workflow. Do not place secrets, a generic command runner, or a public desktop endpoint on the website. Stop live changes when the active job identity changes or closes; inspect partial saved work before retrying. Keep user edits and original project documents intact.

## Remaining product work

Private user accounts and storage, a per-user authenticated handoff, plan-page import, persisted-page verification and cross-installation testing need implementation before the website can offer upload-to-PlanSwift. The public packet preview only lists filenames/sizes and downloads a checklist. It reads no PDF contents and uploads no files.