7621007a60
- 20-02-SUMMARY.md updated with full human verification results (TMPL-10 through TMPL-16) - STATE.md: phase 20 marked complete, progress 100% (65/65 plans) - ROADMAP.md: v1.2 and v1.3 milestones marked shipped
117 lines
5.2 KiB
Markdown
117 lines
5.2 KiB
Markdown
---
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phase: 20-apply-template-and-portal-nav
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plan: 02
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subsystem: ui
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tags: [react, nextjs, typescript, templates, quick-fill]
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# Dependency graph
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requires:
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- phase: 20-01
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provides: "Start from template in AddDocumentModal, field snapshot with fresh UUIDs, role mapping"
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- phase: 18-template-schema-and-crud-api
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provides: "documentTemplates table, SignatureFieldData.hint field in schema"
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provides:
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- "Template Hint quick-fill chip in PreparePanel for text fields with hints"
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- "DocumentPageClient fetches fields and derives hint for selected field"
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affects: [future template enhancements, PreparePanel quick-fill UI]
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- "Fields state fetched in DocumentPageClient using same /api/documents/:id/fields endpoint used by handlePrepare"
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- "selectedFieldHint derived from fields array lookup — no new API endpoint needed"
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- "Optional prop pattern: selectedFieldHint? — undefined means no chip, existing callers unaffected"
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key-files:
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created: []
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modified:
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- "teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx"
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- "teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx"
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key-decisions:
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- "Fields fetched on mount and on aiPlacementKey change so hint stays current after AI auto-place"
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- "selectedFieldHint passed as optional prop to PreparePanel — undefined means chip not rendered, backwards-compatible"
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- "Template Hint chip placed after Client Email chip in Quick Fill section, matching exact same markup pattern"
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patterns-established:
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- "Hint chip: two-span button (label + value) matching Client Name / Property Address / Email pattern"
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requirements-completed: [TMPL-13, TMPL-15, TMPL-16]
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# Metrics
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duration: 2min
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completed: 2026-04-06
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---
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# Phase 20 Plan 02: Apply Template and Portal Nav (Hint Quick-fill) Summary
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**Template Hint quick-fill chip in PreparePanel surfaces text field hints from document_templates, wired via fields fetch in DocumentPageClient**
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## Performance
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- **Duration:** ~8 min
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- **Started:** 2026-04-06T20:53:00Z
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- **Completed:** 2026-04-06T21:01:00Z
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- **Tasks:** 2 of 2
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- **Files modified:** 2
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## Accomplishments
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- DocumentPageClient now fetches /api/documents/:id/fields on mount and after AI auto-place, storing fields in local state
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- selectedFieldHint derived from selected field's hint property — zero cost, no new API endpoint
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- PreparePanel accepts selectedFieldHint? prop and renders a "Template Hint" chip in the Quick Fill section when hint exists
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- Backwards-compatible: existing document consumers without template hints pass no prop, no chip rendered
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Add fields state to DocumentPageClient and pass selectedFieldHint to PreparePanel** - `eec0bd9` (feat)
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2. **Task 2: Human E2E verification of full template-to-document flow** - Human approved all 12 steps (checkpoint)
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## Files Created/Modified
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- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx` - Added fields state, useEffect to fetch fields, selectedFieldHint derivation, prop pass
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- `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
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## Decisions Made
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- Fields fetched on mount and aiPlacementKey change so the hint refreshes after AI auto-place replaces fields
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- Optional prop threading pattern maintains backwards compatibility with existing callers
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## Deviations from Plan
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None - plan executed exactly as written.
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## Issues Encountered
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None.
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## User Setup Required
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None - no external service configuration required.
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## Human Verification Results
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Task 2 checkpoint approved. All 12 verification steps passed:
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1. /portal/templates list page shows saved templates with form name, field count, and updated date (TMPL-16)
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2. "Templates" appears in the portal top nav (TMPL-15)
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3. Client profile "Add Document" modal opens
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4. Modal shows two tabs: "Forms Library" and "My Templates" (TMPL-10)
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5. My Templates tab shows saved templates with name, form name, and field count
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6. Selecting a template auto-fills the document name with the template name
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7. "Add Document" creates the document and returns to client page
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8. Newly created document shows fields pre-loaded at correct positions (TMPL-11)
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9. Clicking a text field with a hint shows "Template Hint" chip in PreparePanel Quick Fill (TMPL-13)
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10. Clicking the hint chip fills the field with the hint text
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11. Forms Library tab in a new modal still works as before (D-04)
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12. Editing the template does NOT change the already-created document's fields (TMPL-14 — snapshot independence)
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Requirements satisfied: TMPL-10, TMPL-11, TMPL-12, TMPL-13, TMPL-14, TMPL-15, TMPL-16 — all 7 confirmed
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## Next Phase Readiness
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- Phase 20 complete — v1.3 (Document Templates) milestone fully shipped
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- All 7 TMPL requirements (TMPL-10 through TMPL-16) verified by human
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- 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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---
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*Phase: 20-apply-template-and-portal-nav*
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*Completed: 2026-04-06*
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