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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>
This commit is contained in:
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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25
.planning/STATE.md
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@@ -2,15 +2,15 @@
gsd_state_version: 1.0
milestone: v1.1
milestone_name: Smart Document Preparation
status: completed
stopped_at: Completed 19-03-PLAN.md — Phase 19 template editor UI complete, human verification passed
last_updated: "2026-04-06T19:55:02.977Z"
status: executing
stopped_at: Completed 20-01-PLAN.md — apply template and portal nav
last_updated: "2026-04-06T20:52:20.693Z"
last_activity: 2026-04-06
progress:
total_phases: 21
total_phases: 22
completed_phases: 20
total_plans: 63
completed_plans: 62
total_plans: 65
completed_plans: 63
percent: 98
---
@@ -24,9 +24,9 @@ See: .planning/PROJECT.md (updated 2026-04-03)
## Current Position
Phase: 19
Plan: Not started
Status: Phase 19 complete — Phase 20 (apply-template-and-portal-nav) ready to begin
Phase: 20 (apply-template-and-portal-nav) — EXECUTING
Plan: 2 of 2
Status: Ready to execute
Last activity: 2026-04-06
## Note on v1.1
@@ -108,6 +108,7 @@ Progress: [██████████████░] 98% (19/22 phases comp
| Phase 19-template-editor-ui P02 | 4 | 2 tasks | 5 files |
| Phase 19-template-editor-ui P03 | 1 | 1 tasks | 0 files |
| Phase 19 P03 | <1 | 1 tasks | 0 files |
| Phase 20-apply-template-and-portal-nav P01 | 2 | 2 tasks | 2 files |
## Accumulated Context
@@ -202,6 +203,8 @@ Recent decisions affecting v1.1 work:
- [Phase 19-02]: ConfirmDialog shown for all role removals (not just when fields > 0) — avoids async fetch for conditional UI; simpler and no UX flicker
- [Phase 19-03]: No code changes in Plan 03 — all deliverables complete in Plans 01 and 02; Plan 03 is pure human E2E verification
- [Phase 19-03]: All five TMPL requirements (TMPL-05 through TMPL-09) verified by human in a single 9-step live browser test
- [Phase 20-apply-template-and-portal-nav]: documentTemplateId branch in POST /api/documents returns early so all existing paths unchanged; fresh crypto.randomUUID per field ensures snapshot independence
- [Phase 20-apply-template-and-portal-nav]: My Templates tab lazy-fetches /api/templates on first click via docTemplatesLoaded flag to avoid unnecessary network requests
### v1.2 Pre-decisions (from research)
@@ -237,6 +240,6 @@ None yet.
## Session Continuity
Last session: 2026-04-06T19:46:16.629Z
Stopped at: Completed 19-03-PLAN.md — Phase 19 template editor UI complete, human verification passed
Last session: 2026-04-06T20:52:20.690Z
Stopped at: Completed 20-01-PLAN.md — apply template and portal nav
Resume file: None