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

- Task 1 committed: DocumentPageClient fields fetch + selectedFieldHint derivation + PreparePanel hint chip
- Awaiting human-verify checkpoint (Task 2)

.planning/phases/20-apply-template-and-portal-nav/20-02-SUMMARY.md

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+---
+phase: 20-apply-template-and-portal-nav
+plan: 02
+subsystem: ui
+tags: [react, nextjs, typescript, templates, quick-fill]
+
+# Dependency graph
+requires:
+  - phase: 20-01
+    provides: "Start from template in AddDocumentModal, field snapshot with fresh UUIDs, role mapping"
+  - phase: 18-template-schema-and-crud-api
+    provides: "documentTemplates table, SignatureFieldData.hint field in schema"
+provides:
+  - "Template Hint quick-fill chip in PreparePanel for text fields with hints"
+  - "DocumentPageClient fetches fields and derives hint for selected field"
+affects: [future template enhancements, PreparePanel quick-fill UI]
+
+# Tech tracking
+tech-stack:
+  added: []
+  patterns:
+    - "Fields state fetched in DocumentPageClient using same /api/documents/:id/fields endpoint used by handlePrepare"
+    - "selectedFieldHint derived from fields array lookup — no new API endpoint needed"
+    - "Optional prop pattern: selectedFieldHint? — undefined means no chip, existing callers unaffected"
+
+key-files:
+  created: []
+  modified:
+    - "teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx"
+    - "teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx"
+
+key-decisions:
+  - "Fields fetched on mount and on aiPlacementKey change so hint stays current after AI auto-place"
+  - "selectedFieldHint passed as optional prop to PreparePanel — undefined means chip not rendered, backwards-compatible"
+  - "Template Hint chip placed after Client Email chip in Quick Fill section, matching exact same markup pattern"
+
+patterns-established:
+  - "Hint chip: two-span button (label + value) matching Client Name / Property Address / Email pattern"
+
+requirements-completed: [TMPL-13, TMPL-15, TMPL-16]
+
+# Metrics
+duration: 2min
+completed: 2026-04-06
+---
+
+# Phase 20 Plan 02: Apply Template and Portal Nav (Hint Quick-fill) Summary
+
+**Template Hint quick-fill chip in PreparePanel surfaces text field hints from document_templates, wired via fields fetch in DocumentPageClient**
+
+## Performance
+
+- **Duration:** ~2 min
+- **Started:** 2026-04-06T20:53:00Z
+- **Completed:** 2026-04-06T20:54:15Z
+- **Tasks:** 1 of 2 (Task 2 is human-verify checkpoint)
+- **Files modified:** 2
+
+## Accomplishments
+- DocumentPageClient now fetches /api/documents/:id/fields on mount and after AI auto-place, storing fields in local state
+- selectedFieldHint derived from selected field's hint property — zero cost, no new API endpoint
+- PreparePanel accepts selectedFieldHint? prop and renders a "Template Hint" chip in the Quick Fill section when hint exists
+- Backwards-compatible: existing document consumers without template hints pass no prop, no chip rendered
+
+## Task Commits
+
+Each task was committed atomically:
+
+1. **Task 1: Add fields state to DocumentPageClient and pass selectedFieldHint to PreparePanel** - `eec0bd9` (feat)
+
+## Files Created/Modified
+- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx` - Added fields state, useEffect to fetch fields, selectedFieldHint derivation, prop pass
+- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx` - Added selectedFieldHint prop to interface + destructure + Template Hint chip in Quick Fill section
+
+## Decisions Made
+- Fields fetched on mount and aiPlacementKey change so the hint refreshes after AI auto-place replaces fields
+- Optional prop threading pattern maintains backwards compatibility with existing callers
+
+## Deviations from Plan
+
+None - plan executed exactly as written.
+
+## Issues Encountered
+None.
+
+## User Setup Required
+None - no external service configuration required.
+
+## Next Phase Readiness
+- Task 1 complete and committed
+- Task 2 (checkpoint:human-verify) awaits human verification of full template-to-document flow
+- After human approval, Phase 20 (and v1.3) will be complete
+
+---
+*Phase: 20-apply-template-and-portal-nav*
+*Completed: 2026-04-06*