red/.planning/phases/20-apply-template-and-portal-nav/20-VERIFICATION.md

phase, verified, status, score, re_verification, gaps, human_verification

phase	verified	status	score	re_verification	gaps	human_verification
20-apply-template-and-portal-nav	2026-04-06T21:30:00Z	passed	8/8 must-haves verified	false		test expected why_human Start from template end-to-end flow Agent can pick a saved template in Add Document modal, create a document with pre-loaded fields, and use hint chips in PreparePanel — confirmed by human in Plan 02 Task 2 checkpoint (all 12 steps approved) Visual rendering, field position accuracy, and real-time quick-fill behavior cannot be verified programmatically

Phase 20: Apply Template and Portal Nav — Verification Report

Phase 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

Verified: 2026-04-06T21:30:00Z Status: PASSED Re-verification: No — initial verification

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Goal Achievement

Observable Truths

#	Truth	Status	Evidence
1	Agent sees a "My Templates" tab in the Add Document modal alongside the existing Forms Library	VERIFIED	AddDocumentModal.tsx lines 117–140: tab bar with "Forms Library" and "My Templates" buttons using underline-style active state
2	Agent can pick a saved template and click Add Document to create a document with all template fields pre-loaded	VERIFIED	AddDocumentModal.tsx lines 80–89: selectedDocTemplate branch sends documentTemplateId to POST /api/documents; route.ts lines 59–116: template branch fetches fields, copies with fresh UUIDs, inserts document with signatureFields: copiedFields
3	Every field copied from a template has a fresh UUID — no template field ID appears in the new document	VERIFIED	route.ts line 74: rawFields.map(f => ({ ...f, id: crypto.randomUUID() })) — spread preserves all field data, only id is overwritten
4	Template signer roles are auto-mapped to client contacts (first role to client email, second to co-buyer email)	VERIFIED	route.ts lines 78–99: unique roles collected in appearance order, client fetched, clientEmails built from [client.email, ...contacts[].email], mapped with clientEmails[i] ?? role fallback
5	Agent can override the signer mapping before sending	VERIFIED	PreparePanel.tsx lines 143–165: handleAddSigner / handleRemoveSigner with onSignersChange callback; agent can add/remove any signer at any time before sending
6	Text field hints from template appear as quick-fill suggestions in PreparePanel	VERIFIED	DocumentPageClient.tsx lines 37, 50–55, 101–103, 135: fields state fetched from /api/documents/${docId}/fields, selectedFieldHint derived from fields.find, passed as prop; PreparePanel.tsx lines 98, 116, 351–359: optional prop accepted, "Template Hint" chip rendered when hint exists
7	"Templates" is a top-level portal navigation destination	VERIFIED	PortalNav.tsx line 10: { href: "/portal/templates", label: "Templates" } in navLinks array; route exists at src/app/portal/(protected)/templates/page.tsx
8	Templates list page shows all templates with form name, field count, and last-updated date	VERIFIED	TemplatesListClient.tsx lines 126–164: each row renders template.name, template.formName, field count (signatureFields.length), and new Date(template.updatedAt).toLocaleDateString()

Score: 8/8 truths verified

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Required Artifacts

Artifact	Expected	Status	Details
src/app/portal/_components/AddDocumentModal.tsx	Two-tab modal with Forms Library + My Templates	VERIFIED	238 lines, contains activeTab, docTemplates, selectedDocTemplate, "My Templates" text, lazy fetch on tab switch
src/app/api/documents/route.ts	Template apply branch in POST handler	VERIFIED	143 lines, contains documentTemplateId, documentTemplates, clients, SIGNER_COLORS, signatureFields: copiedFields
src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx	Fields state fetch + selectedFieldHint derivation	VERIFIED	Contains fields state, useEffect fetching /api/documents/${docId}/fields, selectedFieldHint derivation, prop pass to PreparePanel
src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx	Template Hint chip in Quick Fill section	VERIFIED	Contains selectedFieldHint?: string in interface, destructured, renders "Template Hint" chip at line 357
src/app/portal/(protected)/templates/page.tsx	Templates list page	VERIFIED	Server component, queries documentTemplates left-joined with formTemplates, passes to TemplatesListClient
src/app/portal/_components/PortalNav.tsx	"Templates" nav link	VERIFIED	{ href: "/portal/templates", label: "Templates" } confirmed

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Key Link Verification

From	To	Via	Status	Details
AddDocumentModal.tsx	POST /api/documents	fetch('/api/documents', { body: JSON.stringify({ documentTemplateId: selectedDocTemplate.id }) })	WIRED	Lines 81–89: method POST, Content-Type application/json, documentTemplateId in body
POST /api/documents	documentTemplates table	db.query.documentTemplates.findFirst({ where: eq(documentTemplates.id, documentTemplateId) })	WIRED	Lines 60–63: fetches template with formTemplate relation
POST /api/documents	clients table	db.query.clients.findFirst({ where: eq(clients.id, clientId) })	WIRED	Lines 88–94: fetches client, builds clientEmails array
DocumentPageClient.tsx	GET /api/documents/:id/fields	fetch(\/api/documents/${docId}/fields`)` in useEffect	WIRED	Line 51: fetches on mount and on aiPlacementKey change, sets fields state
DocumentPageClient.tsx	PreparePanel	selectedFieldHint={selectedFieldHint} prop	WIRED	Line 135: prop passed; PreparePanel interface declares selectedFieldHint?: string at line 98
PreparePanel.tsx	onQuickFill callback	hint chip onClick={() => onQuickFill(selectedFieldId, selectedFieldHint)}	WIRED	Lines 352–355: standard quick-fill callback pattern matching existing chips

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Data-Flow Trace (Level 4)

Artifact	Data Variable	Source	Produces Real Data	Status
AddDocumentModal.tsx — My Templates tab	docTemplates	fetch('/api/templates') → GET /api/templates/route.ts → db.select(...)from(documentTemplates)	Yes — real DB query	FLOWING
route.ts template branch	copiedFields	docTemplate.signatureFields from DB, mapped with fresh UUIDs	Yes — real DB data	FLOWING
route.ts template branch	mappedSigners	clientEmails from db.query.clients.findFirst, mapped to uniqueRoles	Yes — real DB data	FLOWING
DocumentPageClient.tsx	selectedFieldHint	fields.find(f => f.id === selectedFieldId)?.hint from /api/documents/${docId}/fields → doc.signatureFields from DB	Yes — real DB query in fields route	FLOWING
TemplatesListClient.tsx	templates prop	Server component db.select(...).from(documentTemplates).leftJoin(formTemplates, ...)	Yes — real DB query	FLOWING

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Behavioral Spot-Checks

Step 7b: SKIPPED for UI/modal components (requires running browser). TypeScript compilation substitute:

Behavior	Command	Result	Status
TypeScript compiles without errors	npx tsc --noEmit	Zero output (exit 0)	PASS

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Requirements Coverage

Requirement	Source Plan	Description	Status	Evidence
TMPL-10	20-01-PLAN	Agent can choose "Start from template" and pick a saved template when adding a document	SATISFIED	My Templates tab in AddDocumentModal.tsx with template list and selectedDocTemplate flow
TMPL-11	20-01-PLAN	Applying a template creates a document with all template fields pre-loaded (fresh field IDs, positions, types, role assignments copied)	SATISFIED	route.ts lines 72–75: rawFields.map(f => ({ ...f, id: crypto.randomUUID() })) — all fields copied verbatim with only id replaced; inserted as signatureFields: copiedFields
TMPL-12	20-01-PLAN	Template signer roles auto-mapped to client contacts; agent can override before sending	SATISFIED	Auto-map: route.ts lines 78–99. Override: PreparePanel.tsx handleAddSigner / handleRemoveSigner with onSignersChange persists to DB
TMPL-13	20-02-PLAN	Text hints from template appear as quick-fill suggestions in PreparePanel	SATISFIED	PreparePanel.tsx lines 351–359: "Template Hint" chip renders when selectedFieldHint is truthy, calls onQuickFill
TMPL-14	20-01-PLAN	Editing a template does NOT retroactively change documents created from it	SATISFIED BY DESIGN	Template branch writes a deep copy (spread + new UUID per field) at document creation time. Template signatureFields and document signatureFields are independent JSONB columns. Confirmed by human in Plan 02 checkpoint step 12.
TMPL-15	20-02-PLAN (Phase 19 deliverable, verified here)	"Templates" appears as top-level section in portal navigation	SATISFIED	PortalNav.tsx line 10: { href: "/portal/templates", label: "Templates" }
TMPL-16	20-02-PLAN (Phase 19 deliverable, verified here)	Templates list page shows all templates with form name, field count, last-updated date	SATISFIED	TemplatesListClient.tsx renders all three data points; page.tsx queries DB with leftJoin for formName and updatedAt

All 7 TMPL requirements (TMPL-10 through TMPL-16) are accounted for. No orphaned requirements found.

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Anti-Patterns Found

File	Line	Pattern	Severity	Impact
AddDocumentModal.tsx	185	Loading templates... — shown while fetch is in-flight	Info	Intentional loading state, not a stub

No blockers or warnings found. The Loading templates... text is correct behavior (lazy-load state), not a placeholder.

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Human Verification Required

1. Full Template-to-Document Flow

Test: (Already performed — Plan 02 Task 2 checkpoint approved by human)

Steps verified:

1. /portal/templates list page shows saved templates with form name, field count, updated date (TMPL-16)
2. "Templates" appears in portal top nav (TMPL-15)
3. Add Document modal shows two tabs: "Forms Library" and "My Templates" (TMPL-10)
4. My Templates tab shows saved templates with name, form name, field count
5. Selecting a template auto-fills document name
6. Add Document creates the document and returns to client page
7. Newly created document shows fields pre-loaded at correct positions (TMPL-11)
8. Text field with hint shows "Template Hint" chip in PreparePanel Quick Fill (TMPL-13)
9. Clicking the chip fills the field with the hint text
10. Forms Library tab still works as before (D-04 regression)
11. Editing the template does NOT change an already-created document's fields (TMPL-14)

Status: APPROVED by human — all 12 steps confirmed in 20-02-SUMMARY.md

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Gaps Summary

No gaps. All 8 must-haves are verified at all four levels (exists, substantive, wired, data-flowing). All 7 TMPL requirements are satisfied. TypeScript compiles with zero errors. Human checkpoint confirmed the end-to-end flow.

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Verified: 2026-04-06T21:30:00Z Verifier: Claude (gsd-verifier)