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docs(20-02): complete template hint quick-fill plan

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- Task 1 committed: DocumentPageClient fields fetch + selectedFieldHint derivation + PreparePanel hint chip
- Awaiting human-verify checkpoint (Task 2)
This commit is contained in:
Chandler Copeland
2026-04-06 14:55:19 -06:00
parent eec0bd91c9
commit 81a39c8e59
4 changed files with 111 additions and 13 deletions
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4
.planning/REQUIREMENTS.md
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@@ -146,7 +146,7 @@
- [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
- [x] **TMPL-13**: Text hints from the template appear as quick-fill suggestions in the document's PreparePanel
- [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
@@ -282,7 +282,7 @@ Which phases cover which requirements. Updated during roadmap creation.
| TMPL-10 | Phase 20 | Complete |
| TMPL-11 | Phase 20 | Complete |
| TMPL-12 | Phase 20 | Complete |
| TMPL-13 | Phase 20 | Pending |
| TMPL-13 | Phase 20 | Complete |
| TMPL-14 | Phase 20 | Complete |
| TMPL-15 | Phase 20 | Complete |
| TMPL-16 | Phase 20 | Complete |