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docs(phase-20): create phase plan — apply template and portal nav

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Chandler Copeland
2026-04-06 14:10:38 -06:00
parent 9081342e1b
commit af5beaf5cb
3 changed files with 685 additions and 1 deletions
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.planning/ROADMAP.md
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@@ -433,7 +433,11 @@ Plans:
3. Template signer roles are automatically pre-mapped to the client's contacts (first role to primary contact, second role to co-buyer if present); agent can override any mapping before sending
4. Text hints from the template appear as quick-fill suggestion buttons in the new document's PreparePanel
5. "Templates" appears in the portal top nav and `/portal/templates` lists all active templates with form name, field count, and last-updated date
**Plans**: TBD
**Plans**: 2 plans
Plans:
- [ ] 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
**UI hint**: yes
## Progress