red/.planning/phases/20-apply-template-and-portal-nav/20-02-SUMMARY.md

phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, requirements-completed, duration, completed

phase	plan	subsystem	tags	requires	provides	affects	tech-stack	key-files	key-decisions	patterns-established	requirements-completed	duration	completed
20-apply-template-and-portal-nav	02	ui	react nextjs typescript templates quick-fill	phase provides 20-01 Start from template in AddDocumentModal, field snapshot with fresh UUIDs, role mapping phase provides 18-template-schema-and-crud-api documentTemplates table, SignatureFieldData.hint field in schema	Template Hint quick-fill chip in PreparePanel for text fields with hints DocumentPageClient fetches fields and derives hint for selected field	future template enhancements PreparePanel quick-fill UI	added patterns Fields state fetched in DocumentPageClient using same /api/documents/:id/fields endpoint used by handlePrepare selectedFieldHint derived from fields array lookup — no new API endpoint needed Optional prop pattern: selectedFieldHint? — undefined means no chip, existing callers unaffected	created modified teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx	Fields fetched on mount and on aiPlacementKey change so hint stays current after AI auto-place selectedFieldHint passed as optional prop to PreparePanel — undefined means chip not rendered, backwards-compatible Template Hint chip placed after Client Email chip in Quick Fill section, matching exact same markup pattern	Hint chip: two-span button (label + value) matching Client Name / Property Address / Email pattern	TMPL-13 TMPL-15 TMPL-16	2min	2026-04-06

Phase 20 Plan 02: Apply Template and Portal Nav (Hint Quick-fill) Summary

Template Hint quick-fill chip in PreparePanel surfaces text field hints from document_templates, wired via fields fetch in DocumentPageClient

Performance

• Duration: ~8 min
• Started: 2026-04-06T20:53:00Z
• Completed: 2026-04-06T21:01:00Z
• Tasks: 2 of 2
• Files modified: 2

Accomplishments

• DocumentPageClient now fetches /api/documents/:id/fields on mount and after AI auto-place, storing fields in local state
• selectedFieldHint derived from selected field's hint property — zero cost, no new API endpoint
• PreparePanel accepts selectedFieldHint? prop and renders a "Template Hint" chip in the Quick Fill section when hint exists
• Backwards-compatible: existing document consumers without template hints pass no prop, no chip rendered

Task Commits

Each task was committed atomically:

1. Task 1: Add fields state to DocumentPageClient and pass selectedFieldHint to PreparePanel - eec0bd9 (feat)
2. Task 2: Human E2E verification of full template-to-document flow - Human approved all 12 steps (checkpoint)

Files Created/Modified

• teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx - Added fields state, useEffect to fetch fields, selectedFieldHint derivation, prop pass
• teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx - Added selectedFieldHint prop to interface + destructure + Template Hint chip in Quick Fill section

Decisions Made

• Fields fetched on mount and aiPlacementKey change so the hint refreshes after AI auto-place replaces fields
• Optional prop threading pattern maintains backwards compatibility with existing callers

Deviations from Plan

None - plan executed exactly as written.

Issues Encountered

None.

User Setup Required

None - no external service configuration required.

Human Verification Results

Task 2 checkpoint approved. All 12 verification steps passed:

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

Requirements satisfied: TMPL-10, TMPL-11, TMPL-12, TMPL-13, TMPL-14, TMPL-15, TMPL-16 — all 7 confirmed

Next Phase Readiness

• Phase 20 complete — v1.3 (Document Templates) milestone fully shipped
• All 7 TMPL requirements (TMPL-10 through TMPL-16) verified by human
• v1.3 roadmap objective achieved: agent can create reusable field layouts, apply them to new client documents, and get text hint quick-fill suggestions

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Phase: 20-apply-template-and-portal-nav Completed: 2026-04-06