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docs(19-02): complete template editor UI plan

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- SUMMARY.md documents list page, editor page, TemplatePageClient, TemplatePanel
- STATE.md: plan advanced to 2, progress 97%, 2 decisions logged
- ROADMAP.md: phase 19 updated (2/3 plans complete)
- REQUIREMENTS.md: TMPL-05 through TMPL-09 marked complete
This commit is contained in:
Chandler Copeland
2026-04-06 13:17:09 -06:00
parent 10ea48d5ba
commit c81e1e2187
4 changed files with 129 additions and 29 deletions
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32
.planning/REQUIREMENTS.md
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@@ -129,17 +129,17 @@
### Template Management
- [x] **TMPL-01**: Agent can create a new template by selecting a PDF from the forms library
- [ ] **TMPL-02**: Agent can rename a template
- [ ] **TMPL-03**: Agent can delete a template (soft-delete — preserved if any documents were created from it)
- [ ] **TMPL-04**: Agent can view a list of all saved templates with the form name and field count
- [x] **TMPL-02**: Agent can rename a template
- [x] **TMPL-03**: Agent can delete a template (soft-delete — preserved if any documents were created from it)
- [x] **TMPL-04**: Agent can view a list of all saved templates with the form name and field count
### Template Editor
- [ ] **TMPL-05**: Agent can open a template in an editor and drag-drop fields onto the PDF (reuses existing FieldPlacer)
- [ ] **TMPL-06**: Agent can use AI auto-place to populate fields on a template
- [ ] **TMPL-07**: Template fields use signer role labels (e.g. "Buyer", "Seller") instead of specific email addresses — roles are resolved to real emails only when the template is applied to a client document
- [ ] **TMPL-08**: Agent can set text hints on client-text fields in the template (shown as placeholder to signers)
- [ ] **TMPL-09**: Agent can save the template — fields and role assignments are persisted
- [x] **TMPL-05**: Agent can open a template in an editor and drag-drop fields onto the PDF (reuses existing FieldPlacer)
- [x] **TMPL-06**: Agent can use AI auto-place to populate fields on a template
- [x] **TMPL-07**: Template fields use signer role labels (e.g. "Buyer", "Seller") instead of specific email addresses — roles are resolved to real emails only when the template is applied to a client document
- [x] **TMPL-08**: Agent can set text hints on client-text fields in the template (shown as placeholder to signers)
- [x] **TMPL-09**: Agent can save the template — fields and role assignments are persisted
### Apply Template to Document
@@ -271,14 +271,14 @@ Which phases cover which requirements. Updated during roadmap creation.
| DEPLOY-04 | Phase 17 | Complete |
| DEPLOY-05 | Phase 17 | Complete |
| TMPL-01 | Phase 18 | Complete |
| TMPL-02 | Phase 18 | Pending |
| TMPL-03 | Phase 18 | Pending |
| TMPL-04 | Phase 18 | Pending |
| TMPL-05 | Phase 19 | Pending |
| TMPL-06 | Phase 19 | Pending |
| TMPL-07 | Phase 19 | Pending |
| TMPL-08 | Phase 19 | Pending |
| TMPL-09 | Phase 19 | Pending |
| TMPL-02 | Phase 18 | Complete |
| TMPL-03 | Phase 18 | Complete |
| TMPL-04 | Phase 18 | Complete |
| TMPL-05 | Phase 19 | Complete |
| TMPL-06 | Phase 19 | Complete |
| TMPL-07 | Phase 19 | Complete |
| TMPL-08 | Phase 19 | Complete |
| TMPL-09 | Phase 19 | Complete |
| TMPL-10 | Phase 20 | Pending |
| TMPL-11 | Phase 20 | Pending |
| TMPL-12 | Phase 20 | Pending |