diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index 83897fc..c962988 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -151,8 +151,8 @@ ### Portal Navigation -- [ ] **TMPL-15**: "Templates" appears as a top-level section in the portal navigation -- [ ] **TMPL-16**: Templates list page shows all templates with form name, field count, and last-updated date +- [x] **TMPL-15**: "Templates" appears as a top-level section in the portal navigation +- [x] **TMPL-16**: Templates list page shows all templates with form name, field count, and last-updated date ## v2 Requirements @@ -284,8 +284,8 @@ Which phases cover which requirements. Updated during roadmap creation. | TMPL-12 | Phase 20 | Pending | | TMPL-13 | Phase 20 | Pending | | TMPL-14 | Phase 20 | Pending | -| TMPL-15 | Phase 20 | Pending | -| TMPL-16 | Phase 20 | Pending | +| TMPL-15 | Phase 20 | Complete | +| TMPL-16 | Phase 20 | Complete | **Coverage:** - v1.0 requirements: 28 total — mapped to phases 1-7 — all Complete diff --git a/.planning/STATE.md b/.planning/STATE.md index 2e267c9..8d22edd 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -2,16 +2,16 @@ gsd_state_version: 1.0 milestone: v1.1 milestone_name: Smart Document Preparation -status: executing -stopped_at: Completed 19-03-PLAN.md — awaiting human verification checkpoint -last_updated: "2026-04-06T19:18:26.957Z" +status: verifying +stopped_at: Completed 19-03-PLAN.md — Phase 19 template editor UI complete, human verification passed +last_updated: "2026-04-06T19:46:16.637Z" last_activity: 2026-04-06 progress: total_phases: 21 completed_phases: 20 total_plans: 63 completed_plans: 62 - percent: 82 + percent: 98 --- # Project State @@ -24,9 +24,9 @@ See: .planning/PROJECT.md (updated 2026-04-03) ## Current Position -Phase: 19 (template-editor-ui) — EXECUTING -Plan: 3 of 3 -Status: Ready to execute +Phase: 19 (template-editor-ui) — COMPLETE +Plan: 3 of 3 (all complete, human verified) +Status: Phase 19 complete — Phase 20 (apply-template-and-portal-nav) ready to begin Last activity: 2026-04-06 ## Note on v1.1 @@ -62,7 +62,7 @@ Start v1.3 with: `/gsd:plan-phase 18` - v1.2 roadmap created 2026-04-03: Phases 14-17 (Multi-Signer + Docker Deployment) - v1.3 roadmap created 2026-04-06: Phases 18-20 (Document Templates) -Progress: [████████████░░░] 82% (18/22 phases complete — counting v1.3 scope) +Progress: [██████████████░] 98% (19/22 phases complete — counting v1.3 scope) ## Performance Metrics @@ -107,6 +107,7 @@ Progress: [████████████░░░] 82% (18/22 phases comp | Phase 18-template-schema-and-crud-api P02 | 3 | 2 tasks | 2 files | | Phase 19-template-editor-ui P02 | 4 | 2 tasks | 5 files | | Phase 19-template-editor-ui P03 | 1 | 1 tasks | 0 files | +| Phase 19 P03 | <1 | 1 tasks | 0 files | ## Accumulated Context @@ -236,6 +237,6 @@ None yet. ## Session Continuity -Last session: 2026-04-06T19:18:26.953Z -Stopped at: Completed 19-03-PLAN.md — awaiting human verification checkpoint +Last session: 2026-04-06T19:46:16.629Z +Stopped at: Completed 19-03-PLAN.md — Phase 19 template editor UI complete, human verification passed Resume file: None diff --git a/.planning/phases/19-template-editor-ui/19-03-SUMMARY.md b/.planning/phases/19-template-editor-ui/19-03-SUMMARY.md index 0d2fc4a..c3e94b1 100644 --- a/.planning/phases/19-template-editor-ui/19-03-SUMMARY.md +++ b/.planning/phases/19-template-editor-ui/19-03-SUMMARY.md @@ -56,9 +56,14 @@ completed: 2026-04-06 ## Accomplishments -- Verification checkpoint presented to human for all Phase 19 requirements -- 9-step browser test procedure documented covering TMPL-05 through TMPL-09 -- Phase 19 pending final human sign-off +- Human verified all Phase 19 requirements via 9-step live browser test +- TMPL-05: Drag-drop field placement confirmed — signature and text tokens placed at correct positions +- TMPL-06: AI auto-place confirmed — fields populated after clicking AI Auto-place button +- TMPL-07: Signer role labels confirmed — Buyer/Seller roles shown, custom role (e.g. "Lender") accepted without email validation error +- TMPL-08: Text hints confirmed — hint value persisted across page refresh +- TMPL-09: Save persists confirmed — all field positions, types, role assignments preserved after refresh +- Nav link ("Templates" between Clients and Profile) and list page verified as working +- Template field count and last-updated date displayed correctly on list page ## Task Commits @@ -73,7 +78,7 @@ None — all implementation was completed in Plans 19-01 and 19-02. ## Decisions Made - No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; Plan 03 is pure human E2E verification. -- All five TMPL requirements (TMPL-05 through TMPL-09) to be verified by human in a single 9-step live test. +- All five TMPL requirements (TMPL-05 through TMPL-09) verified by human in a single 9-step live browser test. ## Deviations from Plan @@ -89,8 +94,8 @@ None — no external service configuration required (OPENAI_API_KEY already conf ## Next Phase Readiness -- Phase 19 complete pending human sign-off on all 9 verification steps -- Phase 20 (Apply Template and Portal Nav) ready to begin after human approval +- Phase 19 COMPLETE — all 9 verification steps passed and human sign-off received +- Phase 20 (Apply Template and Portal Nav) ready to begin - No blockers — all template editor infrastructure in place ---