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

.planning/phases/19-template-editor-ui/19-03-PLAN.md

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+---
+phase: 19-template-editor-ui
+plan: "03"
+type: execute
+wave: 3
+depends_on: ["19-02"]
+files_modified: []
+autonomous: false
+requirements: [TMPL-05, TMPL-06, TMPL-07, TMPL-08, TMPL-09]
+
+must_haves:
+  truths:
+    - "Agent can open a template editor and drag fields onto the PDF"
+    - "Agent can use AI auto-place to populate fields"
+    - "Agent can assign signer roles instead of emails"
+    - "Agent can set text hints on text fields"
+    - "Agent can save and fields persist across refresh"
+  artifacts: []
+  key_links: []
+---
+
+<objective>
+Human verification of all Phase 19 TMPL-05 through TMPL-09 requirements via live browser testing.
+
+Purpose: Confirm the template editor UI works end-to-end before marking Phase 19 complete.
+
+Output: Human sign-off on all 5 requirements.
+</objective>
+
+<execution_context>
+@$HOME/.claude/get-shit-done/workflows/execute-plan.md
+</execution_context>
+
+<context>
+@.planning/phases/19-template-editor-ui/19-CONTEXT.md
+@.planning/phases/19-template-editor-ui/19-01-SUMMARY.md
+@.planning/phases/19-template-editor-ui/19-02-SUMMARY.md
+</context>
+
+<tasks>
+
+<task type="checkpoint:human-verify" gate="blocking">
+  <name>Task 1: Full Phase 19 human verification — template editor E2E</name>
+  <action>
+    Human verifies all TMPL-05 through TMPL-09 requirements in a single 9-step browser test.
+
+    What was built:
+    - Templates list page at /portal/templates with create-template modal
+    - Template editor page at /portal/templates/[id] with FieldPlacer + TemplatePanel
+    - AI auto-place for templates via POST /api/templates/[id]/ai-prepare
+    - Signer role label system (Buyer/Seller instead of emails)
+    - Text hint support on client-text fields
+    - Save via PATCH /api/templates/[id]
+    - Three supporting API routes (file, fields, ai-prepare)
+    - "Templates" link in portal nav
+  </action>
+  <verify>
+    Ensure the dev server is running: `cd teressa-copeland-homes && npm run dev`
+
+    **Step 1 — Nav link (TMPL-05 prereq):**
+    Visit http://localhost:3000/portal/dashboard. Confirm "Templates" appears in the top nav between "Clients" and "Profile". Click it.
+
+    **Step 2 — Templates list page:**
+    Confirm the list page loads at /portal/templates. If empty, verify the empty state message "No templates yet" is shown.
+
+    **Step 3 — Create a template:**
+    Click "+ New Template". In the modal, enter a name (e.g. "Test Listing Agreement") and select a form from the dropdown. Click "Create Template". Verify redirect to the editor page.
+
+    **Step 4 — TMPL-05: Drag-drop fields:**
+    On the editor page, verify the PDF is displayed on the left and TemplatePanel is on the right. Drag a "Signature" token from the palette onto the PDF. Verify it appears at the drop location. Drag a "Text" token. Verify it also appears.
+
+    **Step 5 — TMPL-07: Signer role labels:**
+    Verify "Signers / Roles" section shows "Buyer" and "Seller" by default. Place a field while "Buyer" is the active role. Verify the field appears with the Buyer color. Add a custom role (e.g. "Lender") using the Add Role input. Verify no email validation error occurs.
+
+    **Step 6 — TMPL-06: AI Auto-place:**
+    Click "AI Auto-place Fields". Wait for the spinner. Verify fields appear on the PDF after completion. (Requires OPENAI_API_KEY in .env.local — skip if not configured and note in feedback.)
+
+    **Step 7 — TMPL-08: Text hints:**
+    Click on a placed text field. Type a hint value (e.g. "Enter property address"). Click "Save Template". Refresh the page (Ctrl+R). Verify the hint value is still displayed in the text field.
+
+    **Step 8 — TMPL-09: Save persists:**
+    After placing several fields and saving, refresh the page. Verify all field positions, types, and role assignments are preserved. Verify the template name is preserved.
+
+    **Step 9 — Templates list page verification:**
+    Navigate back to /portal/templates. Verify the template you created appears in the list with the correct name, form name, field count, and a recent "last updated" date.
+  </verify>
+  <done>Human confirms all 9 verification steps pass. All TMPL-05 through TMPL-09 requirements satisfied. Phase 19 is complete.</done>
+</task>
+
+</tasks>
+
+<verification>
+All 5 requirements (TMPL-05 through TMPL-09) verified by human in a single 9-step live browser test.
+</verification>
+
+<success_criteria>
+Human confirms all 9 verification steps pass. Phase 19 is complete.
+</success_criteria>
+
+<output>
+After completion, create `.planning/phases/19-template-editor-ui/19-03-SUMMARY.md`
+</output>