red/.planning/phases/20-apply-template-and-portal-nav/20-01-SUMMARY.md

---
phase: 20-apply-template-and-portal-nav
plan: "01"
subsystem: document-template-apply
tags: [templates, documents, modal, api]
dependency_graph:
  requires: [phase-18-template-schema-and-crud-api, phase-19-template-editor-ui]
  provides: [template-apply-to-document, my-templates-tab]
  affects: [AddDocumentModal, POST /api/documents]
tech_stack:
  added: []
  patterns: [snapshot-copy-with-fresh-uuids, role-to-email-mapping, lazy-fetch-on-tab-switch]
key_files:
  created: []
  modified:
    - teressa-copeland-homes/src/app/api/documents/route.ts
    - teressa-copeland-homes/src/app/portal/_components/AddDocumentModal.tsx
decisions:
  - "documentTemplateId branch placed before fileBuffer and formTemplateId branches — returns early so existing paths are fully unchanged"
  - "SIGNER_COLORS constant extracted at module level for reuse in role-to-email mapping"
  - "resolvedFormTemplateId used (not reassigning formTemplateId let var) to avoid confusion with the existing library branch variable"
  - "handleSwitchToTemplates lazy-fetches only on first click — docTemplatesLoaded flag prevents repeated fetches on tab toggle"
  - "handleSelectDocTemplate clears selectedTemplate and customFile for mutual exclusivity; handleSelectTemplate now also clears selectedDocTemplate"
metrics:
  duration_minutes: 2
  completed_date: "2026-04-06"
  tasks_completed: 2
  files_modified: 2
---

# Phase 20 Plan 01: Apply Template and Portal Nav Summary

**One-liner:** Template apply branch in POST /api/documents copies fields with fresh UUIDs and maps signer roles to client contacts; AddDocumentModal gains a My Templates tab with lazy-loaded template list.

## Tasks Completed

| # | Task | Commit | Files |
|---|------|--------|-------|
| 1 | Extend POST /api/documents with documentTemplateId branch | bdf0cb0 | src/app/api/documents/route.ts |
| 2 | Add My Templates tab to AddDocumentModal | 2947fa5 | src/app/portal/_components/AddDocumentModal.tsx |

## What Was Built

### Task 1 — POST /api/documents template branch

Extended the JSON body path of the POST handler to accept `documentTemplateId`. When provided:

1. Fetches the `documentTemplates` record with its `formTemplate` relation (for the PDF filename)
2. Copies the PDF from `seeds/forms/` using the form template's filename
3. Maps every field to a new object with a fresh `crypto.randomUUID()` — template field IDs never appear in documents
4. Collects unique signer role labels (stored in `signerEmail` on template fields) in order of first appearance
5. Fetches the client record and builds `clientEmails = [client.email, ...contacts[].email]`
6. Maps roles to emails: role[0] → clientEmails[0], role[1] → clientEmails[1], etc.; falls back to the role label if no email at that index
7. Inserts the document with `signatureFields: copiedFields` and `signers: mappedSigners` and returns 201

The existing custom-upload path and form-library path are completely unchanged.

### Task 2 — AddDocumentModal My Templates tab

Added a two-tab UI (Forms Library | My Templates) to the AddDocumentModal:

- Tab bar uses underline-style active indicator matching project Tailwind conventions
- My Templates tab lazy-fetches `GET /api/templates` on first click via `docTemplatesLoaded` flag
- Empty state shown when no templates exist; loading state shown while fetching
- Template rows show name, form name, and field count
- Selecting a template clears `selectedTemplate` and `customFile` (mutual exclusivity)
- Selecting a form or uploading a file clears `selectedDocTemplate`
- `handleSubmit` has a new top branch: when `selectedDocTemplate` is set, sends `documentTemplateId` to POST /api/documents as JSON
- Guard condition and submit button disabled state both updated to include `selectedDocTemplate`
- All existing Forms Library and custom upload markup preserved exactly — only wrapped in `activeTab === 'forms'` conditional

## Verification

- `npx tsc --noEmit` — zero type errors (both tasks)
- `npm run build` — production build succeeds
- `documentTemplateId` present in route.ts (4 matches) and AddDocumentModal.tsx (1 match)
- `crypto.randomUUID` present in route.ts (2 matches: docId + field copy)
- `SIGNER_COLORS` present in route.ts
- `activeTab` (5 matches) and `selectedDocTemplate` (6 matches) in AddDocumentModal.tsx

## Deviations from Plan

### Auto-fixed Issues

None.

### Plan Adjustments

**handleFileChange also clears selectedDocTemplate** — The plan specified mutual exclusivity in `handleSelectTemplate` and `handleSelectDocTemplate`, but `handleFileChange` (custom file picker) also needed to clear `selectedDocTemplate` to maintain full mutual exclusivity across all three selection paths. Added `setSelectedDocTemplate(null)` to `handleFileChange`. This is a completeness fix, not a deviation from intent.

**resolvedFormTemplateId instead of reassigning formTemplateId** — The plan showed `formTemplateId = docTemplate.formTemplateId` to override the let variable. Instead used a new `const resolvedFormTemplateId` to avoid modifying a shared variable that existing branches also read. Cleaner and avoids any unintended side effects.

## Known Stubs

None — all data paths are fully wired. The template apply branch fetches real data from the database and inserts real documents with copied fields and mapped signers.

## Self-Check: PASSED

Files exist:
- FOUND: teressa-copeland-homes/src/app/api/documents/route.ts
- FOUND: teressa-copeland-homes/src/app/portal/_components/AddDocumentModal.tsx

Commits exist:
- bdf0cb0 — feat(20-01): extend POST /api/documents with documentTemplateId branch
- 2947fa5 — feat(20-01): add My Templates tab to AddDocumentModal