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docs(18-02): complete template CRUD API plan

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- 18-02-SUMMARY.md: GET/POST/PATCH/DELETE routes with soft-delete and auth guard
- STATE.md: advanced to plan 2/2, progress 98%, decisions recorded
- ROADMAP.md: Phase 18 marked Complete (2/2 plans)
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Chandler Copeland
2026-04-06 12:18:45 -06:00
parent 12a74fcf4a
commit 6c5722fc61
3 changed files with 116 additions and 11 deletions
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6
.planning/ROADMAP.md
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@@ -186,7 +186,7 @@ Plans:
**Milestone Goal:** Agent creates reusable document templates with pre-placed fields (including AI auto-placement) so the same PDF never needs to be field-mapped from scratch for every client.
- [ ] **Phase 18: Template Schema and CRUD API** - New `document_templates` table with Drizzle migration; list, create, rename, and soft-delete API routes
- [x] **Phase 18: Template Schema and CRUD API** - New `document_templates` table with Drizzle migration; list, create, rename, and soft-delete API routes (completed 2026-04-06)
- [ ] **Phase 19: Template Editor UI** - FieldPlacer `onPersist` abstraction, template editor page at `/portal/templates/[id]`, AI auto-place wired to template context, signer role label support, save template
- [ ] **Phase 20: Apply Template and Portal Nav** - "Start from template" option in AddDocumentModal, apply operation with field snapshot and role-to-email mapping, text hint quick-fill, Templates portal nav section and list page
@@ -400,7 +400,7 @@ Plans:
Plans:
- [x] 18-01-PLAN.md — Drizzle schema: documentTemplates table definition + 0012 migration
- [ ] 18-02-PLAN.md — CRUD API routes: GET/POST /api/templates, PATCH/DELETE /api/templates/[id]
- [x] 18-02-PLAN.md — CRUD API routes: GET/POST /api/templates, PATCH/DELETE /api/templates/[id]
**UI hint**: no
### Phase 19: Template Editor UI
@@ -455,6 +455,6 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
| 15. Multi-Signer Backend | v1.2 | 3/3 | Complete | 2026-04-03 |
| 16. Multi-Signer UI | v1.2 | 1/4 | Complete | 2026-04-03 |
| 17. Docker Deployment | v1.2 | 2/2 | Complete | 2026-04-03 |
| 18. Template Schema and CRUD API | v1.3 | 1/2 | In Progress| |
| 18. Template Schema and CRUD API | v1.3 | 2/2 | Complete | 2026-04-06 |
| 19. Template Editor UI | v1.3 | 0/TBD | Not started | - |
| 20. Apply Template and Portal Nav | v1.3 | 0/TBD | Not started | - |