docs(phase-20): add validation strategy

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

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+---
+phase: 20
+slug: apply-template-and-portal-nav
+status: draft
+nyquist_compliant: false
+wave_0_complete: false
+created: 2026-04-06
+---
+
+# Phase 20 — Validation Strategy
+
+> Per-phase validation contract for feedback sampling during execution.
+
+---
+
+## Test Infrastructure
+
+| Property | Value |
+|----------|-------|
+| **Framework** | None (established project pattern — manual E2E verification only) |
+| **Config file** | N/A |
+| **Quick run command** | `cd teressa-copeland-homes && npx tsc --noEmit` |
+| **Full suite command** | `cd teressa-copeland-homes && npm run build` |
+| **Estimated runtime** | ~30 seconds |
+
+---
+
+## Sampling Rate
+
+- **After every task commit:** Run `npx tsc --noEmit`
+- **After every plan wave:** Run `npm run build`
+- **Before `/gsd:verify-work`:** Full build must succeed with no type errors
+- **Max feedback latency:** 30 seconds
+
+---
+
+## Per-Task Verification Map
+
+| Task ID | Plan | Wave | Requirement | Test Type | Automated Command | File Exists | Status |
+|---------|------|------|-------------|-----------|-------------------|-------------|--------|
+| 20-01-01 | 01 | 1 | TMPL-10, TMPL-11 | type-check | `npx tsc --noEmit` | ❌ W0 | ⬜ pending |
+| 20-01-02 | 01 | 1 | TMPL-12, TMPL-13 | type-check | `npx tsc --noEmit` | ✅ | ⬜ pending |
+| 20-02-01 | 02 | 2 | TMPL-10, TMPL-11, TMPL-12 | manual | see manual table | — | ⬜ pending |
+
+*Status: ⬜ pending · ✅ green · ❌ red · ⚠️ flaky*
+
+---
+
+## Wave 0 Requirements
+
+- [ ] No new files — all changes are to existing files (AddDocumentModal.tsx, POST documents route, PreparePanel.tsx / DocumentPageClient.tsx)
+
+*Existing infrastructure covers all phase requirements. No stub files needed.*
+
+---
+
+## Manual-Only Verifications
+
+| Behavior | Requirement | Why Manual | Test Instructions |
+|----------|-------------|------------|-------------------|
+| My Templates tab appears in Add Document modal | TMPL-10 | Browser interaction | Open client profile → Add Document → verify "My Templates" tab present |
+| Picking a template creates doc with pre-loaded fields | TMPL-11 | Browser + DB | Pick saved template → create doc → open doc editor → verify fields at saved positions |
+| Template field UUIDs are fresh (not template IDs) | TMPL-12 | DB inspection | Compare new document fields IDs against template `signatureFields` IDs |
+| Roles auto-mapped to client contacts | TMPL-13 | Browser | Create doc from template → open PreparePanel → verify Buyer = client email, Seller = co-buyer email |
+| Text hints appear as quick-fill chips | TMPL-10 | Browser | Click a text field with a hint → verify chip appears in Quick Fill area |
+
+---
+
+## Validation Sign-Off
+
+- [ ] All tasks have `<automated>` verify or Wave 0 dependencies
+- [ ] Sampling continuity: no 3 consecutive tasks without automated verify
+- [ ] Wave 0 covers all MISSING references
+- [ ] No watch-mode flags
+- [ ] Feedback latency < 30s
+- [ ] `nyquist_compliant: true` set in frontmatter
+
+**Approval:** pending