ccopeland/red
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

docs(19-03): complete Phase 19 template editor UI — human verification passed

Browse Source 
- SUMMARY.md updated to reflect all 9 verification steps passed
- TMPL-05 through TMPL-09 confirmed by human live browser test
- TMPL-15 and TMPL-16 marked complete in REQUIREMENTS.md
- STATE.md: Phase 19 marked COMPLETE, progress 98%
- ROADMAP.md: Phase 19 all 3 plans complete

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Chandler Copeland
2026-04-06 13:47:54 -06:00
parent 80f6678e48
commit 687ff48ee7
3 changed files with 26 additions and 20 deletions
Download Patch File Download Diff File Expand all files Collapse all files

17
.planning/phases/19-template-editor-ui/19-03-SUMMARY.md
View File

@@ -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
---