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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)
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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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6
.planning/ROADMAP.md
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@@ -188,7 +188,7 @@ Plans:
- [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)
- [x] **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 (completed 2026-04-06)
- [ ] **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
- [x] **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 (completed 2026-04-06)
## Phase Details
@@ -437,7 +437,7 @@ Plans:
Plans:
- [x] 20-01-PLAN.md — Extend POST /api/documents with template branch + Add My Templates tab to AddDocumentModal
- [ ] 20-02-PLAN.md — Template hint quick-fill chips in PreparePanel + human E2E verification
- [x] 20-02-PLAN.md — Template hint quick-fill chips in PreparePanel + human E2E verification
**UI hint**: yes
## Progress
@@ -468,4 +468,4 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
| 17. Docker Deployment | v1.2 | 2/2 | Complete | 2026-04-03 |
| 18. Template Schema and CRUD API | v1.3 | 2/2 | Complete | 2026-04-06 |
| 19. Template Editor UI | v1.3 | 3/3 | Complete | 2026-04-06 |
| 20. Apply Template and Portal Nav | v1.3 | 1/2 | In Progress| |
| 20. Apply Template and Portal Nav | v1.3 | 2/2 | Complete | 2026-04-06 |