97 lines
3.9 KiB
Markdown
97 lines
3.9 KiB
Markdown
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---
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phase: 20-apply-template-and-portal-nav
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plan: 02
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subsystem: ui
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tags: [react, nextjs, typescript, templates, quick-fill]
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# Dependency graph
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requires:
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- phase: 20-01
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provides: "Start from template in AddDocumentModal, field snapshot with fresh UUIDs, role mapping"
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- phase: 18-template-schema-and-crud-api
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provides: "documentTemplates table, SignatureFieldData.hint field in schema"
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provides:
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- "Template Hint quick-fill chip in PreparePanel for text fields with hints"
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- "DocumentPageClient fetches fields and derives hint for selected field"
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affects: [future template enhancements, PreparePanel quick-fill UI]
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- "Fields state fetched in DocumentPageClient using same /api/documents/:id/fields endpoint used by handlePrepare"
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- "selectedFieldHint derived from fields array lookup — no new API endpoint needed"
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- "Optional prop pattern: selectedFieldHint? — undefined means no chip, existing callers unaffected"
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key-files:
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created: []
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modified:
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- "teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx"
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- "teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx"
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key-decisions:
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- "Fields fetched on mount and on aiPlacementKey change so hint stays current after AI auto-place"
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- "selectedFieldHint passed as optional prop to PreparePanel — undefined means chip not rendered, backwards-compatible"
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- "Template Hint chip placed after Client Email chip in Quick Fill section, matching exact same markup pattern"
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patterns-established:
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- "Hint chip: two-span button (label + value) matching Client Name / Property Address / Email pattern"
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requirements-completed: [TMPL-13, TMPL-15, TMPL-16]
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# Metrics
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duration: 2min
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completed: 2026-04-06
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---
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# Phase 20 Plan 02: Apply Template and Portal Nav (Hint Quick-fill) Summary
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**Template Hint quick-fill chip in PreparePanel surfaces text field hints from document_templates, wired via fields fetch in DocumentPageClient**
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## Performance
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- **Duration:** ~2 min
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- **Started:** 2026-04-06T20:53:00Z
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- **Completed:** 2026-04-06T20:54:15Z
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- **Tasks:** 1 of 2 (Task 2 is human-verify checkpoint)
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- **Files modified:** 2
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## Accomplishments
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- DocumentPageClient now fetches /api/documents/:id/fields on mount and after AI auto-place, storing fields in local state
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- selectedFieldHint derived from selected field's hint property — zero cost, no new API endpoint
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- PreparePanel accepts selectedFieldHint? prop and renders a "Template Hint" chip in the Quick Fill section when hint exists
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- Backwards-compatible: existing document consumers without template hints pass no prop, no chip rendered
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Add fields state to DocumentPageClient and pass selectedFieldHint to PreparePanel** - `eec0bd9` (feat)
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## Files Created/Modified
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- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx` - Added fields state, useEffect to fetch fields, selectedFieldHint derivation, prop pass
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- `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
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## Decisions Made
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- Fields fetched on mount and aiPlacementKey change so the hint refreshes after AI auto-place replaces fields
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- Optional prop threading pattern maintains backwards compatibility with existing callers
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## Deviations from Plan
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None - plan executed exactly as written.
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## Issues Encountered
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None.
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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- Task 1 complete and committed
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- Task 2 (checkpoint:human-verify) awaits human verification of full template-to-document flow
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- After human approval, Phase 20 (and v1.3) will be complete
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---
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*Phase: 20-apply-template-and-portal-nav*
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*Completed: 2026-04-06*
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