red/.planning/phases/19-template-editor-ui/19-03-PLAN.md

phase, plan, type, wave, depends_on, files_modified, autonomous, requirements, must_haves

phase	plan	type	wave	depends_on	files_modified	autonomous	requirements	must_haves
19-template-editor-ui	03	execute	3	19-02		false	TMPL-05 TMPL-06 TMPL-07 TMPL-08 TMPL-09	truths artifacts key_links Agent can open a template editor and drag fields onto the PDF Agent can use AI auto-place to populate fields Agent can assign signer roles instead of emails Agent can set text hints on text fields Agent can save and fields persist across refresh

Human verification of all Phase 19 TMPL-05 through TMPL-09 requirements via live browser testing.

Purpose: Confirm the template editor UI works end-to-end before marking Phase 19 complete.

Output: Human sign-off on all 5 requirements.

<execution_context> @$HOME/.claude/get-shit-done/workflows/execute-plan.md </execution_context>

@.planning/phases/19-template-editor-ui/19-CONTEXT.md @.planning/phases/19-template-editor-ui/19-01-SUMMARY.md @.planning/phases/19-template-editor-ui/19-02-SUMMARY.md Task 1: Full Phase 19 human verification — template editor E2E Human verifies all TMPL-05 through TMPL-09 requirements in a single 9-step browser test.

What was built:
- Templates list page at /portal/templates with create-template modal
- Template editor page at /portal/templates/[id] with FieldPlacer + TemplatePanel
- AI auto-place for templates via POST /api/templates/[id]/ai-prepare
- Signer role label system (Buyer/Seller instead of emails)
- Text hint support on client-text fields
- Save via PATCH /api/templates/[id]
- Three supporting API routes (file, fields, ai-prepare)
- "Templates" link in portal nav

Ensure the dev server is running: `cd teressa-copeland-homes && npm run dev`

**Step 1 — Nav link (TMPL-05 prereq):**
Visit http://localhost:3000/portal/dashboard. Confirm "Templates" appears in the top nav between "Clients" and "Profile". Click it.

**Step 2 — Templates list page:**
Confirm the list page loads at /portal/templates. If empty, verify the empty state message "No templates yet" is shown.

**Step 3 — Create a template:**
Click "+ New Template". In the modal, enter a name (e.g. "Test Listing Agreement") and select a form from the dropdown. Click "Create Template". Verify redirect to the editor page.

**Step 4 — TMPL-05: Drag-drop fields:**
On the editor page, verify the PDF is displayed on the left and TemplatePanel is on the right. Drag a "Signature" token from the palette onto the PDF. Verify it appears at the drop location. Drag a "Text" token. Verify it also appears.

**Step 5 — TMPL-07: Signer role labels:**
Verify "Signers / Roles" section shows "Buyer" and "Seller" by default. Place a field while "Buyer" is the active role. Verify the field appears with the Buyer color. Add a custom role (e.g. "Lender") using the Add Role input. Verify no email validation error occurs.

**Step 6 — TMPL-06: AI Auto-place:**
Click "AI Auto-place Fields". Wait for the spinner. Verify fields appear on the PDF after completion. (Requires OPENAI_API_KEY in .env.local — skip if not configured and note in feedback.)

**Step 7 — TMPL-08: Text hints:**
Click on a placed text field. Type a hint value (e.g. "Enter property address"). Click "Save Template". Refresh the page (Ctrl+R). Verify the hint value is still displayed in the text field.

**Step 8 — TMPL-09: Save persists:**
After placing several fields and saving, refresh the page. Verify all field positions, types, and role assignments are preserved. Verify the template name is preserved.

**Step 9 — Templates list page verification:**
Navigate back to /portal/templates. Verify the template you created appears in the list with the correct name, form name, field count, and a recent "last updated" date.

Human confirms all 9 verification steps pass. All TMPL-05 through TMPL-09 requirements satisfied. Phase 19 is complete. All 5 requirements (TMPL-05 through TMPL-09) verified by human in a single 9-step live browser test.

<success_criteria> Human confirms all 9 verification steps pass. Phase 19 is complete. </success_criteria>

After completion, create `.planning/phases/19-template-editor-ui/19-03-SUMMARY.md`