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docs(20-02): complete plan — human verified all 12 steps, v1.3 milestone shipped

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- 20-02-SUMMARY.md updated with full human verification results (TMPL-10 through TMPL-16)
- STATE.md: phase 20 marked complete, progress 100% (65/65 plans)
- ROADMAP.md: v1.2 and v1.3 milestones marked shipped
This commit is contained in:
Chandler Copeland
2026-04-06 15:02:24 -06:00
parent 81a39c8e59
commit 7621007a60
3 changed files with 39 additions and 19 deletions
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.planning/phases/20-apply-template-and-portal-nav/20-02-SUMMARY.md
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@@ -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*