red/.planning/phases/20-apply-template-and-portal-nav/20-02-SUMMARY.md

---
phase: 20-apply-template-and-portal-nav
plan: 02
subsystem: ui
tags: [react, nextjs, typescript, templates, quick-fill]

# Dependency graph
requires:
  - phase: 20-01
    provides: "Start from template in AddDocumentModal, field snapshot with fresh UUIDs, role mapping"
  - phase: 18-template-schema-and-crud-api
    provides: "documentTemplates table, SignatureFieldData.hint field in schema"
provides:
  - "Template Hint quick-fill chip in PreparePanel for text fields with hints"
  - "DocumentPageClient fetches fields and derives hint for selected field"
affects: [future template enhancements, PreparePanel quick-fill UI]

# Tech tracking
tech-stack:
  added: []
  patterns:
    - "Fields state fetched in DocumentPageClient using same /api/documents/:id/fields endpoint used by handlePrepare"
    - "selectedFieldHint derived from fields array lookup — no new API endpoint needed"
    - "Optional prop pattern: selectedFieldHint? — undefined means no chip, existing callers unaffected"

key-files:
  created: []
  modified:
    - "teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx"
    - "teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx"

key-decisions:
  - "Fields fetched on mount and on aiPlacementKey change so hint stays current after AI auto-place"
  - "selectedFieldHint passed as optional prop to PreparePanel — undefined means chip not rendered, backwards-compatible"
  - "Template Hint chip placed after Client Email chip in Quick Fill section, matching exact same markup pattern"

patterns-established:
  - "Hint chip: two-span button (label + value) matching Client Name / Property Address / Email pattern"

requirements-completed: [TMPL-13, TMPL-15, TMPL-16]

# Metrics
duration: 2min
completed: 2026-04-06
---

# Phase 20 Plan 02: Apply Template and Portal Nav (Hint Quick-fill) Summary

**Template Hint quick-fill chip in PreparePanel surfaces text field hints from document_templates, wired via fields fetch in DocumentPageClient**

## Performance

- **Duration:** ~8 min
- **Started:** 2026-04-06T20:53:00Z
- **Completed:** 2026-04-06T21:01:00Z
- **Tasks:** 2 of 2
- **Files modified:** 2

## Accomplishments
- DocumentPageClient now fetches /api/documents/:id/fields on mount and after AI auto-place, storing fields in local state
- selectedFieldHint derived from selected field's hint property — zero cost, no new API endpoint
- PreparePanel accepts selectedFieldHint? prop and renders a "Template Hint" chip in the Quick Fill section when hint exists
- Backwards-compatible: existing document consumers without template hints pass no prop, no chip rendered

## Task Commits

Each task was committed atomically:

1. **Task 1: Add fields state to DocumentPageClient and pass selectedFieldHint to PreparePanel** - `eec0bd9` (feat)
2. **Task 2: Human E2E verification of full template-to-document flow** - Human approved all 12 steps (checkpoint)

## Files Created/Modified
- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx` - Added fields state, useEffect to fetch fields, selectedFieldHint derivation, prop pass
- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx` - Added selectedFieldHint prop to interface + destructure + Template Hint chip in Quick Fill section

## Decisions Made
- Fields fetched on mount and aiPlacementKey change so the hint refreshes after AI auto-place replaces fields
- Optional prop threading pattern maintains backwards compatibility with existing callers

## Deviations from Plan

None - plan executed exactly as written.

## Issues Encountered
None.

## User Setup Required
None - no external service configuration required.

## Human Verification Results

Task 2 checkpoint approved. All 12 verification steps passed:

1. /portal/templates list page shows saved templates with form name, field count, and updated date (TMPL-16)
2. "Templates" appears in the portal top nav (TMPL-15)
3. Client profile "Add Document" modal opens
4. Modal shows two tabs: "Forms Library" and "My Templates" (TMPL-10)
5. My Templates tab shows saved templates with name, form name, and field count
6. Selecting a template auto-fills the document name with the template name
7. "Add Document" creates the document and returns to client page
8. Newly created document shows fields pre-loaded at correct positions (TMPL-11)
9. Clicking a text field with a hint shows "Template Hint" chip in PreparePanel Quick Fill (TMPL-13)
10. Clicking the hint chip fills the field with the hint text
11. Forms Library tab in a new modal still works as before (D-04)
12. Editing the template does NOT change the already-created document's fields (TMPL-14 — snapshot independence)

Requirements satisfied: TMPL-10, TMPL-11, TMPL-12, TMPL-13, TMPL-14, TMPL-15, TMPL-16 — all 7 confirmed

## Next Phase Readiness
- Phase 20 complete — v1.3 (Document Templates) milestone fully shipped
- All 7 TMPL requirements (TMPL-10 through TMPL-16) verified by human
- v1.3 roadmap objective achieved: agent can create reusable field layouts, apply them to new client documents, and get text hint quick-fill suggestions

---
*Phase: 20-apply-template-and-portal-nav*
*Completed: 2026-04-06*