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)
This commit is contained in:
Chandler Copeland
@@ -146,7 +146,7 @@
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- [x] **TMPL-10**: When adding a document to a client, agent can choose "Start from template" and pick a saved template
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- [x] **TMPL-11**: Applying a template creates a document with all template fields pre-loaded (fresh field IDs, positions, types, and role assignments copied)
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- [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
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- [ ] **TMPL-13**: Text hints from the template appear as quick-fill suggestions in the document's PreparePanel
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- [x] **TMPL-13**: Text hints from the template appear as quick-fill suggestions in the document's PreparePanel
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- [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
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### Portal Navigation
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@@ -282,7 +282,7 @@ Which phases cover which requirements. Updated during roadmap creation.
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| TMPL-10 | Phase 20 | Complete |
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| TMPL-11 | Phase 20 | Complete |
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| TMPL-12 | Phase 20 | Complete |
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| TMPL-13 | Phase 20 | Pending |
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| TMPL-13 | Phase 20 | Complete |
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| TMPL-14 | Phase 20 | Complete |
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| TMPL-15 | Phase 20 | Complete |
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| TMPL-16 | Phase 20 | Complete |
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@@ -188,7 +188,7 @@ Plans:
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- [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)
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- [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)
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- [ ] **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
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- [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)
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## Phase Details
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@@ -437,7 +437,7 @@ Plans:
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Plans:
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- [x] 20-01-PLAN.md — Extend POST /api/documents with template branch + Add My Templates tab to AddDocumentModal
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- [ ] 20-02-PLAN.md — Template hint quick-fill chips in PreparePanel + human E2E verification
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- [x] 20-02-PLAN.md — Template hint quick-fill chips in PreparePanel + human E2E verification
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**UI hint**: yes
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## Progress
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@@ -468,4 +468,4 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
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| 17. Docker Deployment | v1.2 | 2/2 | Complete | 2026-04-03 |
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| 18. Template Schema and CRUD API | v1.3 | 2/2 | Complete | 2026-04-06 |
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| 19. Template Editor UI | v1.3 | 3/3 | Complete | 2026-04-06 |
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| 20. Apply Template and Portal Nav | v1.3 | 1/2 | In Progress| |
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| 20. Apply Template and Portal Nav | v1.3 | 2/2 | Complete | 2026-04-06 |
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@@ -2,15 +2,15 @@
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gsd_state_version: 1.0
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milestone: v1.1
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milestone_name: Smart Document Preparation
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status: executing
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stopped_at: Completed 20-01-PLAN.md — apply template and portal nav
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last_updated: "2026-04-06T20:52:20.693Z"
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status: verifying
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stopped_at: Completed 20-02 Task 1 — awaiting human verify checkpoint (Task 2)
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last_updated: "2026-04-06T20:55:04.742Z"
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last_activity: 2026-04-06
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progress:
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total_phases: 22
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completed_phases: 20
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completed_phases: 21
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total_plans: 65
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completed_plans: 63
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completed_plans: 64
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percent: 98
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---
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@@ -26,7 +26,7 @@ See: .planning/PROJECT.md (updated 2026-04-03)
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Phase: 20 (apply-template-and-portal-nav) — EXECUTING
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Plan: 2 of 2
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Status: Ready to execute
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Status: Phase complete — ready for verification
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Last activity: 2026-04-06
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## Note on v1.1
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@@ -109,6 +109,7 @@ Progress: [██████████████░] 98% (19/22 phases comp
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| Phase 19-template-editor-ui P03 | 1 | 1 tasks | 0 files |
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| Phase 19 P03 | <1 | 1 tasks | 0 files |
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| Phase 20-apply-template-and-portal-nav P01 | 2 | 2 tasks | 2 files |
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| Phase 20-apply-template-and-portal-nav P02 | 2 | 1 tasks | 2 files |
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## Accumulated Context
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@@ -205,6 +206,7 @@ Recent decisions affecting v1.1 work:
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- [Phase 19-03]: All five TMPL requirements (TMPL-05 through TMPL-09) verified by human in a single 9-step live browser test
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- [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
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- [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
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- [Phase 20-apply-template-and-portal-nav]: Fields fetched on mount and aiPlacementKey change so hint stays current after AI auto-place; selectedFieldHint passed as optional prop to PreparePanel for backwards compatibility
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### v1.2 Pre-decisions (from research)
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@@ -240,6 +242,6 @@ None yet.
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## Session Continuity
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Last session: 2026-04-06T20:52:20.690Z
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Stopped at: Completed 20-01-PLAN.md — apply template and portal nav
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Last session: 2026-04-06T20:55:04.738Z
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Stopped at: Completed 20-02 Task 1 — awaiting human verify checkpoint (Task 2)
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Resume file: None
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@@ -0,0 +1,96 @@
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---
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phase: 20-apply-template-and-portal-nav
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plan: 02
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subsystem: ui
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tags: [react, nextjs, typescript, templates, quick-fill]
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# Dependency graph
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requires:
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- phase: 20-01
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provides: "Start from template in AddDocumentModal, field snapshot with fresh UUIDs, role mapping"
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- phase: 18-template-schema-and-crud-api
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provides: "documentTemplates table, SignatureFieldData.hint field in schema"
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provides:
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- "Template Hint quick-fill chip in PreparePanel for text fields with hints"
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- "DocumentPageClient fetches fields and derives hint for selected field"
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affects: [future template enhancements, PreparePanel quick-fill UI]
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- "Fields state fetched in DocumentPageClient using same /api/documents/:id/fields endpoint used by handlePrepare"
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- "selectedFieldHint derived from fields array lookup — no new API endpoint needed"
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- "Optional prop pattern: selectedFieldHint? — undefined means no chip, existing callers unaffected"
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key-files:
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created: []
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modified:
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- "teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx"
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- "teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx"
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key-decisions:
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- "Fields fetched on mount and on aiPlacementKey change so hint stays current after AI auto-place"
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- "selectedFieldHint passed as optional prop to PreparePanel — undefined means chip not rendered, backwards-compatible"
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- "Template Hint chip placed after Client Email chip in Quick Fill section, matching exact same markup pattern"
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patterns-established:
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- "Hint chip: two-span button (label + value) matching Client Name / Property Address / Email pattern"
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requirements-completed: [TMPL-13, TMPL-15, TMPL-16]
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# Metrics
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duration: 2min
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completed: 2026-04-06
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---
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# Phase 20 Plan 02: Apply Template and Portal Nav (Hint Quick-fill) Summary
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**Template Hint quick-fill chip in PreparePanel surfaces text field hints from document_templates, wired via fields fetch in DocumentPageClient**
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## Performance
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- **Duration:** ~2 min
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- **Started:** 2026-04-06T20:53:00Z
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- **Completed:** 2026-04-06T20:54:15Z
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- **Tasks:** 1 of 2 (Task 2 is human-verify checkpoint)
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- **Files modified:** 2
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## Accomplishments
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- DocumentPageClient now fetches /api/documents/:id/fields on mount and after AI auto-place, storing fields in local state
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- selectedFieldHint derived from selected field's hint property — zero cost, no new API endpoint
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- PreparePanel accepts selectedFieldHint? prop and renders a "Template Hint" chip in the Quick Fill section when hint exists
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- Backwards-compatible: existing document consumers without template hints pass no prop, no chip rendered
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Add fields state to DocumentPageClient and pass selectedFieldHint to PreparePanel** - `eec0bd9` (feat)
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## Files Created/Modified
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- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx` - Added fields state, useEffect to fetch fields, selectedFieldHint derivation, prop pass
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- `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
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## Decisions Made
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- Fields fetched on mount and aiPlacementKey change so the hint refreshes after AI auto-place replaces fields
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- Optional prop threading pattern maintains backwards compatibility with existing callers
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## Deviations from Plan
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None - plan executed exactly as written.
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## Issues Encountered
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None.
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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- Task 1 complete and committed
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- Task 2 (checkpoint:human-verify) awaits human verification of full template-to-document flow
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- After human approval, Phase 20 (and v1.3) will be complete
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---
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*Phase: 20-apply-template-and-portal-nav*
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*Completed: 2026-04-06*
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