docs(phase-19): complete phase execution

2026-04-06 13:55:07 -06:00
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+---
+phase: 19-template-editor-ui
+verified: 2026-04-06T19:30:00Z
+status: passed
+score: 13/13 must-haves verified
+re_verification: false
+---
+
+# Phase 19: Template Editor UI Verification Report
+
+**Phase Goal:** Agent can open any template in a full field-placement editor, use AI auto-place, assign signer role labels instead of real emails, set text hints on text fields, and save the template — reusing the existing FieldPlacer component without duplication
+**Verified:** 2026-04-06T19:30:00Z
+**Status:** passed
+**Re-verification:** No — initial verification
+
+---
+
+## Goal Achievement
+
+### Observable Truths — Plan 01 Must-Haves
+
+| # | Truth | Status | Evidence |
+|---|-------|--------|----------|
+| 1 | FieldPlacer accepts an onPersist callback that replaces internal persistFields when provided | VERIFIED | Lines 171, 326, 510, 577, 747 in FieldPlacer.tsx — interface declares `onPersist?`, all 4 call sites use conditional `if (onPersist)` |
+| 2 | FieldPlacer accepts a fieldsUrl prop that overrides the default /api/documents/{docId}/fields endpoint | VERIFIED | Line 172 declares `fieldsUrl?: string`; line 226 uses `fieldsUrl ?? \`/api/documents/${docId}/fields\`` in loadFields fetch; `fieldsUrl` in dependency array |
+| 3 | PdfViewer and PdfViewerWrapper pass through onPersist and fieldsUrl to FieldPlacer plus accept a fileUrl prop for PDF source | VERIFIED | PdfViewer lines 48-50 declare all three props; lines 91 and 118 use `fileUrl ??`; lines 114-115 pass `onPersist`/`fieldsUrl` to FieldPlacer. PdfViewerWrapper lines 32-34 declare all three; lines 48-50 pass through to PdfViewer |
+| 4 | GET /api/templates/[id]/file streams the form PDF from seeds/forms/ | VERIFIED | `src/app/api/templates/[id]/file/route.ts` — `export async function GET`, uses `SEEDS_FORMS_DIR`, `readFile(filePath)`, path traversal guard, returns `application/pdf` response |
+| 5 | GET /api/templates/[id]/fields returns the template signatureFields array | VERIFIED | `src/app/api/templates/[id]/fields/route.ts` — `export async function GET`, returns `template.signatureFields ?? []` |
+| 6 | POST /api/templates/[id]/ai-prepare extracts blanks and classifies fields with AI then writes to DB | VERIFIED | `src/app/api/templates/[id]/ai-prepare/route.ts` — `export async function POST`, calls `extractBlanks` + `classifyFieldsWithAI(blanks, null)`, writes via `db.update(documentTemplates).set({ signatureFields: fields, updatedAt: new Date() })` |
+| 7 | Templates link appears in portal nav between Clients and Profile | VERIFIED | PortalNav.tsx line 10: `{ href: "/portal/templates", label: "Templates" }` between Clients (line 9) and Profile (line 11) |
+
+### Observable Truths — Plan 02 Must-Haves
+
+| # | Truth | Status | Evidence |
+|---|-------|--------|----------|
+| 8 | Agent can see a list of all active templates at /portal/templates | VERIFIED | `templates/page.tsx` server component queries `documentTemplates` LEFT JOIN `formTemplates` WHERE `isNull(archivedAt)` ORDER BY `updatedAt DESC`; renders `TemplatesListClient` with results |
+| 9 | Agent can create a new template by selecting a form from the library | VERIFIED | `TemplatesListClient.tsx` — "+ New Template" button, modal with name input + form `<select>` dropdown, POSTs to `/api/templates`, navigates to `/portal/templates/${data.id}` on 201 |
+| 10 | Agent can open a template at /portal/templates/[id] and see the PDF with fields | VERIFIED | `[id]/page.tsx` server component, `with: { formTemplate: true }`, calls `notFound()` for missing/archived; `TemplatePageClient` renders `PdfViewerWrapper` with `fileUrl=/api/templates/${templateId}/file` and `fieldsUrl=/api/templates/${templateId}/fields` |
+| 11 | Agent can add/remove/rename signer role labels (Buyer, Seller, custom) | VERIFIED | `TemplatePanel.tsx` — "Signers / Roles" section with color-dot pills, click-to-rename inline input (Enter/blur commits, Escape cancels), remove button with `ConfirmDialog`, add role input + "Add" button + preset chips (Buyer, Co-Buyer, Seller, Co-Seller filtered to exclude existing) |
+| 12 | Agent can click AI Auto-place to populate fields on the template | VERIFIED | `TemplatePanel.tsx` — "AI Auto-place Fields" button (navy `#1B2B4B`), loading spinner + "Placing..." state, error display; `TemplatePageClient.handleAiAutoPlace` POSTs to `/api/templates/${templateId}/ai-prepare`, increments `aiPlacementKey` to reload FieldPlacer |
+| 13 | Agent can save the template and fields persist across page refresh | VERIFIED | `handlePersist` in TemplatePageClient PATCHes `signatureFields` to `/api/templates/${templateId}` on every drag/drop/resize/delete; "Save Template" button PATCHes name; PATCH route in Phase 18 accepts `signatureFields` (confirmed line 32 of PATCH route) |
+
+**Score:** 13/13 truths verified
+
+---
+
+### Required Artifacts
+
+| Artifact | Expected | Status | Details |
+|----------|----------|--------|---------|
+| `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx` | onPersist + fieldsUrl props | VERIFIED | Lines 171-172 declare both props; 4 call sites patched |
+| `teressa-copeland-homes/src/app/api/templates/[id]/file/route.ts` | PDF file streaming | VERIFIED | EXISTS, exports GET, real readFile implementation |
+| `teressa-copeland-homes/src/app/api/templates/[id]/fields/route.ts` | Template fields JSON endpoint | VERIFIED | EXISTS, exports GET, returns signatureFields |
+| `teressa-copeland-homes/src/app/api/templates/[id]/ai-prepare/route.ts` | AI auto-place for templates | VERIFIED | EXISTS, exports POST, calls classifyFieldsWithAI(blanks, null) |
+| `teressa-copeland-homes/src/app/portal/(protected)/templates/page.tsx` | Templates list page with create modal | VERIFIED | EXISTS, server component, queries DB, renders TemplatesListClient |
+| `teressa-copeland-homes/src/app/portal/(protected)/templates/TemplatesListClient.tsx` | Client list + create modal | VERIFIED | EXISTS, "+ New Template" button, modal with form picker, POST /api/templates |
+| `teressa-copeland-homes/src/app/portal/(protected)/templates/[id]/page.tsx` | Template editor server component | VERIFIED | EXISTS, notFound() for missing/archived, with: { formTemplate: true } |
+| `teressa-copeland-homes/src/app/portal/(protected)/templates/[id]/_components/TemplatePageClient.tsx` | Template editor state owner | VERIFIED | EXISTS, PdfViewerWrapper with onPersist/fieldsUrl/fileUrl, handlePersist merges hints |
+| `teressa-copeland-homes/src/app/portal/(protected)/templates/[id]/_components/TemplatePanel.tsx` | Right panel with roles, AI button, save button | VERIFIED | EXISTS, Signers/Roles section, AI Auto-place, Save Template |
+
+---
+
+### Key Link Verification
+
+| From | To | Via | Status | Details |
+|------|----|-----|--------|---------|
+| FieldPlacer.tsx | onPersist callback | conditional call at 4 persistFields sites | VERIFIED | `if (onPersist) { onPersist(next); } else { persistFields(docId, next); }` at lines 326, 510, 577, 747 |
+| FieldPlacer.tsx | fieldsUrl \|\| /api/documents/${docId}/fields | useEffect loadFields | VERIFIED | Line 226: `fetch(fieldsUrl ?? \`/api/documents/${docId}/fields\`)` |
+| PdfViewer.tsx | fileUrl \|\| /api/documents/${docId}/file | Document file prop and download href | VERIFIED | Lines 91 and 118: `fileUrl ??` used for both |
+| TemplatePageClient.tsx | /api/templates/[id] | handlePersist callback passed as onPersist to PdfViewerWrapper | VERIFIED | `PATCH` with `signatureFields: fieldsWithHints`; PdfViewerWrapper receives `onPersist={handlePersist}` |
+| TemplatePageClient.tsx | PdfViewerWrapper | fileUrl + fieldsUrl + onPersist props | VERIFIED | All three props passed: `fileUrl={\`/api/templates/${templateId}/file\`}`, `fieldsUrl={\`/api/templates/${templateId}/fields\`}`, `onPersist={handlePersist}` |
+| TemplatePanel.tsx | /api/templates/[id]/ai-prepare | AI Auto-place button POST call | VERIFIED | `handleAi` calls `onAiAutoPlace()` which does `fetch(\`/api/templates/${templateId}/ai-prepare\`, { method: 'POST' })` |
+| TemplatePanel.tsx | /api/templates/[id] | Save button PATCH call | VERIFIED | `handleSave` calls `onSave()` which PATCHes `{ name }` to `/api/templates/${templateId}` |
+
+---
+
+### Data-Flow Trace (Level 4)
+
+| Artifact | Data Variable | Source | Produces Real Data | Status |
+|----------|---------------|--------|--------------------|--------|
+| TemplatesListClient.tsx | `templates` prop | `page.tsx` server component → `db.select().from(documentTemplates).leftJoin(formTemplates).where(isNull(...))` | Yes — real DB query | FLOWING |
+| TemplatePageClient.tsx | `initialFields` prop | `[id]/page.tsx` server component → `db.query.documentTemplates.findFirst({ with: { formTemplate: true } })` | Yes — real DB query | FLOWING |
+| FieldPlacer.tsx (template mode) | `fields` state | `GET /api/templates/[id]/fields` → `template.signatureFields ?? []` from DB | Yes — reads from DB | FLOWING |
+| FieldPlacer.tsx (template mode) | PDF source | `GET /api/templates/[id]/file` → `readFile(path.join(SEEDS_FORMS_DIR, filename))` | Yes — reads from disk | FLOWING |
+| handlePersist | `signatureFields` written | `PATCH /api/templates/[id]` → `db.update(documentTemplates).set(...)` | Yes — writes to DB | FLOWING |
+| ai-prepare route | `fields` written | `extractBlanks + classifyFieldsWithAI` → `db.update(documentTemplates).set({ signatureFields: fields })` | Yes — AI + real DB write | FLOWING |
+
+---
+
+### Behavioral Spot-Checks
+
+Step 7b: SKIPPED — routes require a running server + database connection and cannot be spot-checked without those dependencies. TypeScript compilation clean (`npx tsc --noEmit` exits 0) confirms all function signatures, imports, and type assignments are correct at build time.
+
+---
+
+### Requirements Coverage
+
+| Requirement | Source Plan | Description | Status | Evidence |
+|-------------|-------------|-------------|--------|----------|
+| TMPL-05 | 19-01, 19-02, 19-03 | Agent can open a template in an editor and drag-drop fields onto the PDF (reuses existing FieldPlacer) | SATISFIED | TemplatePageClient renders PdfViewerWrapper with onPersist/fieldsUrl/fileUrl — FieldPlacer runs in template mode without duplication |
+| TMPL-06 | 19-01, 19-02, 19-03 | Agent can use AI auto-place to populate fields on a template | SATISFIED | TemplatePanel "AI Auto-place Fields" button → POST /api/templates/[id]/ai-prepare → extractBlanks + classifyFieldsWithAI(blanks, null) → writes signatureFields to DB |
+| TMPL-07 | 19-02, 19-03 | Template fields use signer role labels (e.g. "Buyer", "Seller") instead of specific email addresses | SATISFIED | `deriveRolesFromFields` defaults to `[Buyer, Seller]`; `DocumentSigner.email` slot holds role label string; TemplatePanel add/rename/remove roles with ConfirmDialog |
+| TMPL-08 | 19-02, 19-03 | Agent can set text hints on client-text fields in the template (shown as placeholder to signers) | SATISFIED | `handlePersist` merges `textFillData[f.id]` into `f.hint` for `f.type === 'text'` before PATCHing; `textFillData` initialized from `field.hint` on load |
+| TMPL-09 | 19-01, 19-02, 19-03 | Agent can save the template — fields and role assignments are persisted | SATISFIED | `onPersist` fires on every drag/drop/resize/delete → PATCH signatureFields; "Save Template" button also PATCHes name; PATCH /api/templates/[id] accepts both |
+
+All 5 requirement IDs (TMPL-05 through TMPL-09) claimed across Plans 01-03 are accounted for. No orphaned requirements found for Phase 19 in REQUIREMENTS.md.
+
+---
+
+### Anti-Patterns Found
+
+| File | Line | Pattern | Severity | Impact |
+|------|------|---------|----------|--------|
+| TemplatePanel.tsx | 286 | `placeholder="Role label (e.g. Buyer)"` | Info | HTML input placeholder attribute — not a stub |
+| TemplatesListClient.tsx | 202 | `placeholder="e.g. Buyer Representation Agreement"` | Info | HTML input placeholder attribute — not a stub |
+
+No blocker or warning anti-patterns found. Both "placeholder" matches are HTML `placeholder` attributes on form inputs, not stub implementations.
+
+---
+
+### Human Verification Required
+
+The following items require live browser testing to fully confirm end-to-end behavior:
+
+#### 1. Drag-Drop Field Placement (TMPL-05)
+
+**Test:** Open a template editor page, drag a Signature token from the field palette onto the PDF canvas.
+**Expected:** The field appears at the drop location with correct position coordinates and the template color for the active signer role.
+**Why human:** Drag-and-drop interaction cannot be verified by grep or TypeScript compilation.
+
+#### 2. AI Auto-place with Real OpenAI Key (TMPL-06)
+
+**Test:** Click "AI Auto-place Fields" on a template that uses a real form PDF from seeds/forms/.
+**Expected:** Spinner shows "Placing...", then fields populate on the PDF pages, then `aiPlacementKey` increments and FieldPlacer reloads with the new fields.
+**Why human:** Requires live OPENAI_API_KEY and running server to exercise the full AI pipeline.
+
+#### 3. Text Hint Persistence Across Refresh (TMPL-08)
+
+**Test:** Click a text field, type a hint value, drag the field to confirm onPersist fires, then refresh the page.
+**Expected:** The hint value reappears in the text field input after refresh.
+**Why human:** Requires verifying that `textFillData` is correctly initialized from `field.hint` on reload — a runtime behavior.
+
+#### 4. Role Label Not Treated as Email (TMPL-07)
+
+**Test:** Try to add a role labeled "Lender" — a string that is not an email address.
+**Expected:** Role is accepted without any email validation error. Field color assignment works.
+**Why human:** Verifies FieldPlacer's signer color assignment uses DocumentSigner.email as a label key without email-format validation.
+
+---
+
+### Gaps Summary
+
+No gaps found. All 13 must-have truths verified across Plan 01 and Plan 02 artifacts. All 5 requirement IDs satisfied with full implementation evidence. TypeScript compiles clean. Data flows from DB through server components to client state owner and back through PATCH on every field change.
+
+The SUMMARY-reported human verification (Plan 03 summary claims all 9 steps passed) aligns with the code evidence — every wiring path needed for those 9 steps is confirmed in the actual codebase.
+
+---
+
+_Verified: 2026-04-06T19:30:00Z_
+_Verifier: Claude (gsd-verifier)_