From 05d531a929e52220ca70d07ff74e77935951410e Mon Sep 17 00:00:00 2001 From: Chandler Copeland Date: Mon, 6 Apr 2026 11:55:49 -0600 Subject: [PATCH] docs: define milestone v1.3 requirements (TMPL-01 through TMPL-16) --- .planning/REQUIREMENTS.md | 30 ++++++++++++++++++++++++++++++ 1 file changed, 30 insertions(+) diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index afe5441..c16e94a 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -124,6 +124,36 @@ - [x] **DEPLOY-04**: GET /api/health returns 200 OK when the database is reachable - [x] **DEPLOY-05**: Uploaded PDF files persist across container restarts (named Docker volume for uploads directory) +## v1.3 Requirements + +### Template Management + +- [ ] **TMPL-01**: Agent can create a new template by selecting a PDF from the forms library +- [ ] **TMPL-02**: Agent can rename a template +- [ ] **TMPL-03**: Agent can delete a template (soft-delete — preserved if any documents were created from it) +- [ ] **TMPL-04**: Agent can view a list of all saved templates with the form name and field count + +### Template Editor + +- [ ] **TMPL-05**: Agent can open a template in an editor and drag-drop fields onto the PDF (reuses existing FieldPlacer) +- [ ] **TMPL-06**: Agent can use AI auto-place to populate fields on a template +- [ ] **TMPL-07**: Template fields use signer role labels (e.g. "Buyer", "Seller") instead of specific email addresses — roles are resolved to real emails only when the template is applied to a client document +- [ ] **TMPL-08**: Agent can set text hints on client-text fields in the template (shown as placeholder to signers) +- [ ] **TMPL-09**: Agent can save the template — fields and role assignments are persisted + +### Apply Template to Document + +- [ ] **TMPL-10**: When adding a document to a client, agent can choose "Start from template" and pick a saved template +- [ ] **TMPL-11**: Applying a template creates a document with all template fields pre-loaded (fresh field IDs, positions, types, and role assignments copied) +- [ ] **TMPL-12**: Template signer roles are automatically mapped to the client's contacts in order (primary contact → first role, co-buyer → second role); agent can override the mapping before sending +- [ ] **TMPL-13**: Text hints from the template appear as quick-fill suggestions in the document's PreparePanel +- [ ] **TMPL-14**: Editing a template after documents have been created from it does NOT retroactively change those documents — each document is an independent snapshot + +### Portal Navigation + +- [ ] **TMPL-15**: "Templates" appears as a top-level section in the portal navigation +- [ ] **TMPL-16**: Templates list page shows all templates with form name, field count, and last-updated date + ## v2 Requirements ### MLS Integration