---
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)_