docs(19): create phase plan — 3 plans in 3 waves

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Chandler Copeland
2026-04-06 12:46:48 -06:00
parent a8741f7654
commit c03bff8736
4 changed files with 1227 additions and 1 deletions

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@@ -413,9 +413,16 @@ Plans:
3. Signer assignment in the template editor accepts role labels ("Buyer", "Seller", "Agent") rather than email addresses — role strings are stored in the `signerEmail` slot and the editor does not reject them as invalid emails
4. Agent can set a text hint on any text field — the hint is stored in the template and is visible as a placeholder label in the editor
5. Agent can click Save and the current field layout (with role labels and text hints) is persisted to `document_templates.signatureFields` — a subsequent page reload shows the saved state
**Plans**: TBD
**Plans**: 3 plans
Plans:
- [ ] 19-01-PLAN.md — FieldPlacer/PdfViewer prop abstraction (onPersist, fieldsUrl, fileUrl), three template API routes (file, fields, ai-prepare), PortalNav Templates link
- [ ] 19-02-PLAN.md — Templates list page with create modal, template editor page (TemplatePageClient + TemplatePanel with roles, AI, save)
- [ ] 19-03-PLAN.md — Full Phase 19 human verification checkpoint (9-step E2E browser test)
**UI hint**: yes
### Phase 20: Apply Template and Portal Nav
**Goal**: Agent can start any new client document from a saved template — all fields are pre-loaded with fresh IDs, roles map to real signer emails, text hints appear as quick-fill suggestions — and "Templates" is a top-level portal destination
**Depends on**: Phase 19