diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 54ea296..e017bd0 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -14,8 +14,8 @@ v1.3 adds a document template system — agent creates reusable field layouts wi - ✅ **v1.0 Core Document Signing Platform** - Phases 1-7 (shipped 2026-03-21) - 🚧 **v1.1 Smart Document Preparation** - Phases 8-13 (in progress) -- 📋 **v1.2 Multi-Signer and Deployment Hardening** - Phases 14-17 (planned) -- 📋 **v1.3 Document Templates** - Phases 18-20 (planned) +- ✅ **v1.2 Multi-Signer and Deployment Hardening** - Phases 14-17 (shipped 2026-04-03) +- ✅ **v1.3 Document Templates** - Phases 18-20 (shipped 2026-04-06) ## Phases diff --git a/.planning/STATE.md b/.planning/STATE.md index 9bff11d..dd3b802 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: verifying -stopped_at: Completed 20-02 Task 1 — awaiting human verify checkpoint (Task 2) -last_updated: "2026-04-06T20:55:04.742Z" +status: complete +stopped_at: Completed 20-02 — human verified all 12 steps; v1.3 Document Templates milestone complete +last_updated: "2026-04-06T21:01:00.000Z" last_activity: 2026-04-06 progress: total_phases: 22 - completed_phases: 21 + completed_phases: 22 total_plans: 65 - completed_plans: 64 - percent: 98 + completed_plans: 65 + percent: 100 --- # Project State @@ -24,9 +24,9 @@ See: .planning/PROJECT.md (updated 2026-04-03) ## Current Position -Phase: 20 (apply-template-and-portal-nav) — EXECUTING +Phase: 20 (apply-template-and-portal-nav) — COMPLETE Plan: 2 of 2 -Status: Phase complete — ready for verification +Status: All plans complete — v1.3 Document Templates milestone shipped 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: [██████████████░] 98% (19/22 phases complete — counting v1.3 scope) +Progress: [███████████████] 100% (22/22 phases complete — v1.0, v1.1, v1.2, v1.3 all shipped) ## Performance Metrics @@ -242,6 +242,6 @@ None yet. ## Session Continuity -Last session: 2026-04-06T20:55:04.738Z -Stopped at: Completed 20-02 Task 1 — awaiting human verify checkpoint (Task 2) +Last session: 2026-04-06T21:01:00.000Z +Stopped at: Completed 20-02 — human verified all 12 steps; v1.3 milestone complete Resume file: None diff --git a/.planning/phases/20-apply-template-and-portal-nav/20-02-SUMMARY.md b/.planning/phases/20-apply-template-and-portal-nav/20-02-SUMMARY.md index 30814d1..7f94dcc 100644 --- a/.planning/phases/20-apply-template-and-portal-nav/20-02-SUMMARY.md +++ b/.planning/phases/20-apply-template-and-portal-nav/20-02-SUMMARY.md @@ -50,10 +50,10 @@ completed: 2026-04-06 ## Performance -- **Duration:** ~2 min +- **Duration:** ~8 min - **Started:** 2026-04-06T20:53:00Z -- **Completed:** 2026-04-06T20:54:15Z -- **Tasks:** 1 of 2 (Task 2 is human-verify checkpoint) +- **Completed:** 2026-04-06T21:01:00Z +- **Tasks:** 2 of 2 - **Files modified:** 2 ## Accomplishments @@ -67,6 +67,7 @@ completed: 2026-04-06 Each task was committed atomically: 1. **Task 1: Add fields state to DocumentPageClient and pass selectedFieldHint to PreparePanel** - `eec0bd9` (feat) +2. **Task 2: Human E2E verification of full template-to-document flow** - Human approved all 12 steps (checkpoint) ## Files Created/Modified - `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx` - Added fields state, useEffect to fetch fields, selectedFieldHint derivation, prop pass @@ -86,10 +87,29 @@ None. ## User Setup Required None - no external service configuration required. +## Human Verification Results + +Task 2 checkpoint approved. All 12 verification steps passed: + +1. /portal/templates list page shows saved templates with form name, field count, and updated date (TMPL-16) +2. "Templates" appears in the portal top nav (TMPL-15) +3. Client profile "Add Document" modal opens +4. Modal shows two tabs: "Forms Library" and "My Templates" (TMPL-10) +5. My Templates tab shows saved templates with name, form name, and field count +6. Selecting a template auto-fills the document name with the template name +7. "Add Document" creates the document and returns to client page +8. Newly created document shows fields pre-loaded at correct positions (TMPL-11) +9. Clicking a text field with a hint shows "Template Hint" chip in PreparePanel Quick Fill (TMPL-13) +10. Clicking the hint chip fills the field with the hint text +11. Forms Library tab in a new modal still works as before (D-04) +12. Editing the template does NOT change the already-created document's fields (TMPL-14 — snapshot independence) + +Requirements satisfied: TMPL-10, TMPL-11, TMPL-12, TMPL-13, TMPL-14, TMPL-15, TMPL-16 — all 7 confirmed + ## Next Phase Readiness -- Task 1 complete and committed -- Task 2 (checkpoint:human-verify) awaits human verification of full template-to-document flow -- After human approval, Phase 20 (and v1.3) will be complete +- Phase 20 complete — v1.3 (Document Templates) milestone fully shipped +- All 7 TMPL requirements (TMPL-10 through TMPL-16) verified by human +- v1.3 roadmap objective achieved: agent can create reusable field layouts, apply them to new client documents, and get text hint quick-fill suggestions --- *Phase: 20-apply-template-and-portal-nav*