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docs(18-01): complete template schema plan — documentTemplates table + migration 0012

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- SUMMARY.md created for phase 18 plan 01
- STATE.md: plan advanced to 18-02, progress 97%, decisions recorded
- ROADMAP.md: phase 18 progress updated (1/2 plans complete)
- REQUIREMENTS.md: TMPL-01 marked complete
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Chandler Copeland
2026-04-06 12:16:09 -06:00
parent c33c4ec075
commit 752a6b7509
4 changed files with 98 additions and 17 deletions
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4
.planning/REQUIREMENTS.md
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@@ -128,7 +128,7 @@
### Template Management
- [ ] **TMPL-01**: Agent can create a new template by selecting a PDF from the forms library
- [x] **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
@@ -270,7 +270,7 @@ Which phases cover which requirements. Updated during roadmap creation.
| DEPLOY-03 | Phase 17 | Complete |
| DEPLOY-04 | Phase 17 | Complete |
| DEPLOY-05 | Phase 17 | Complete |
| TMPL-01 | Phase 18 | Pending |
| TMPL-01 | Phase 18 | Complete |
| TMPL-02 | Phase 18 | Pending |
| TMPL-03 | Phase 18 | Pending |
| TMPL-04 | Phase 18 | Pending |