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docs: define milestone v1.3 requirements (TMPL-01 through TMPL-16)

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Chandler Copeland
2026-04-06 11:55:49 -06:00
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.planning/REQUIREMENTS.md
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- [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