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

- 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

.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)
+- ✅ **v1.2 Multi-Signer and Deployment Hardening** - Phases 14-17 (shipped 2026-04-03)
-- 📋 **v1.3 Document Templates** - Phases 18-20 (planned)
+- ✅ **v1.3 Document Templates** - Phases 18-20 (shipped 2026-04-06)
 
 ## Phases
 

.planning/STATE.md

@@ -2,16 +2,16 @@
 gsd_state_version: 1.0
 milestone: v1.1
 milestone_name: Smart Document Preparation
-status: verifying
+status: complete
-stopped_at: Completed 20-02 Task 1 — awaiting human verify checkpoint (Task 2)
+stopped_at: Completed 20-02 — human verified all 12 steps; v1.3 Document Templates milestone complete
-last_updated: "2026-04-06T20:55:04.742Z"
+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
+  completed_plans: 65
-  percent: 98
+  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
+Last session: 2026-04-06T21:01:00.000Z
-Stopped at: Completed 20-02 Task 1 — awaiting human verify checkpoint (Task 2)
+Stopped at: Completed 20-02 — human verified all 12 steps; v1.3 milestone complete
 Resume file: None

.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
+- **Completed:** 2026-04-06T21:01:00Z
-- **Tasks:** 1 of 2 (Task 2 is human-verify checkpoint)
+- **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
+- Phase 20 complete — v1.3 (Document Templates) milestone fully shipped
-- Task 2 (checkpoint:human-verify) awaits human verification of full template-to-document flow
+- All 7 TMPL requirements (TMPL-10 through TMPL-16) verified by human
-- After human approval, Phase 20 (and v1.3) will be complete
+- 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*