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

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- 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

8
.planning/REQUIREMENTS.md
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@@ -151,8 +151,8 @@
### Portal Navigation ### Portal Navigation
- [ ] **TMPL-15**: "Templates" appears as a top-level section in the portal navigation - [x] **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-16**: Templates list page shows all templates with form name, field count, and last-updated date
## v2 Requirements ## v2 Requirements
@@ -284,8 +284,8 @@ Which phases cover which requirements. Updated during roadmap creation.
| TMPL-12 | Phase 20 | Pending | | TMPL-12 | Phase 20 | Pending |
| TMPL-13 | Phase 20 | Pending | | TMPL-13 | Phase 20 | Pending |
| TMPL-14 | Phase 20 | Pending | | TMPL-14 | Phase 20 | Pending |
| TMPL-15 | Phase 20 | Pending | | TMPL-15 | Phase 20 | Complete |
| TMPL-16 | Phase 20 | Pending | | TMPL-16 | Phase 20 | Complete |
**Coverage:** **Coverage:**
- v1.0 requirements: 28 total — mapped to phases 1-7 — all Complete - v1.0 requirements: 28 total — mapped to phases 1-7 — all Complete

21
.planning/STATE.md
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@@ -2,16 +2,16 @@
gsd_state_version: 1.0 gsd_state_version: 1.0
milestone: v1.1 milestone: v1.1
milestone_name: Smart Document Preparation milestone_name: Smart Document Preparation
status: executing status: verifying
stopped_at: Completed 19-03-PLAN.md — awaiting human verification checkpoint stopped_at: Completed 19-03-PLAN.md — Phase 19 template editor UI complete, human verification passed
last_updated: "2026-04-06T19:18:26.957Z" last_updated: "2026-04-06T19:46:16.637Z"
last_activity: 2026-04-06 last_activity: 2026-04-06
progress: progress:
total_phases: 21 total_phases: 21
completed_phases: 20 completed_phases: 20
total_plans: 63 total_plans: 63
completed_plans: 62 completed_plans: 62
percent: 82 percent: 98
--- ---
# Project State # Project State
@@ -24,9 +24,9 @@ See: .planning/PROJECT.md (updated 2026-04-03)
## Current Position ## Current Position
Phase: 19 (template-editor-ui) — EXECUTING Phase: 19 (template-editor-ui) — COMPLETE
Plan: 3 of 3 Plan: 3 of 3 (all complete, human verified)
Status: Ready to execute Status: Phase 19 complete — Phase 20 (apply-template-and-portal-nav) ready to begin
Last activity: 2026-04-06 Last activity: 2026-04-06
## Note on v1.1 ## 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) - v1.2 roadmap created 2026-04-03: Phases 14-17 (Multi-Signer + Docker Deployment)
- v1.3 roadmap created 2026-04-06: Phases 18-20 (Document Templates) - 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 ## 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 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 P02 | 4 | 2 tasks | 5 files |
| Phase 19-template-editor-ui P03 | 1 | 1 tasks | 0 files | | Phase 19-template-editor-ui P03 | 1 | 1 tasks | 0 files |
| Phase 19 P03 | <1 | 1 tasks | 0 files |
## Accumulated Context ## Accumulated Context
@@ -236,6 +237,6 @@ None yet.
## Session Continuity ## Session Continuity
Last session: 2026-04-06T19:18:26.953Z Last session: 2026-04-06T19:46:16.629Z
Stopped at: Completed 19-03-PLAN.md — awaiting human verification checkpoint Stopped at: Completed 19-03-PLAN.md — Phase 19 template editor UI complete, human verification passed
Resume file: None Resume file: None

17
.planning/phases/19-template-editor-ui/19-03-SUMMARY.md
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@@ -56,9 +56,14 @@ completed: 2026-04-06
## Accomplishments ## Accomplishments
- Verification checkpoint presented to human for all Phase 19 requirements - Human verified all Phase 19 requirements via 9-step live browser test
- 9-step browser test procedure documented covering TMPL-05 through TMPL-09 - TMPL-05: Drag-drop field placement confirmed — signature and text tokens placed at correct positions
- Phase 19 pending final human sign-off - 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 ## Task Commits
@@ -73,7 +78,7 @@ None — all implementation was completed in Plans 19-01 and 19-02.
## Decisions Made ## Decisions Made
- No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; Plan 03 is pure human E2E verification. - 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 ## Deviations from Plan
@@ -89,8 +94,8 @@ None — no external service configuration required (OPENAI_API_KEY already conf
## Next Phase Readiness ## Next Phase Readiness
- Phase 19 complete pending human sign-off on all 9 verification steps - Phase 19 COMPLETE — all 9 verification steps passed and human sign-off received
- Phase 20 (Apply Template and Portal Nav) ready to begin after human approval - Phase 20 (Apply Template and Portal Nav) ready to begin
- No blockers — all template editor infrastructure in place - No blockers — all template editor infrastructure in place
--- ---