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docs(20-01): complete apply-template plan — My Templates tab + template apply branch

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Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
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Chandler Copeland
2026-04-06 14:52:31 -06:00
parent 2947fa558c
commit 78d579f965
4 changed files with 129 additions and 21 deletions
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16
.planning/REQUIREMENTS.md
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@@ -143,11 +143,11 @@
### 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
- [x] **TMPL-10**: When adding a document to a client, agent can choose "Start from template" and pick a saved template
- [x] **TMPL-11**: Applying a template creates a document with all template fields pre-loaded (fresh field IDs, positions, types, and role assignments copied)
- [x] **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
- [x] **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
@@ -279,11 +279,11 @@ Which phases cover which requirements. Updated during roadmap creation.
| TMPL-07 | Phase 19 | Complete |
| TMPL-08 | Phase 19 | Complete |
| TMPL-09 | Phase 19 | Complete |
| TMPL-10 | Phase 20 | Pending |
| TMPL-11 | Phase 20 | Pending |
| TMPL-12 | Phase 20 | Pending |
| TMPL-10 | Phase 20 | Complete |
| TMPL-11 | Phase 20 | Complete |
| TMPL-12 | Phase 20 | Complete |
| TMPL-13 | Phase 20 | Pending |
| TMPL-14 | Phase 20 | Pending |
| TMPL-14 | Phase 20 | Complete |
| TMPL-15 | Phase 20 | Complete |
| TMPL-16 | Phase 20 | Complete |