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
This commit is contained in:
Chandler Copeland
@@ -14,8 +14,8 @@ v1.3 adds a document template system — agent creates reusable field layouts wi
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- ✅ **v1.0 Core Document Signing Platform** - Phases 1-7 (shipped 2026-03-21)
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- 🚧 **v1.1 Smart Document Preparation** - Phases 8-13 (in progress)
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- 📋 **v1.2 Multi-Signer and Deployment Hardening** - Phases 14-17 (planned)
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- 📋 **v1.3 Document Templates** - Phases 18-20 (planned)
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- ✅ **v1.2 Multi-Signer and Deployment Hardening** - Phases 14-17 (shipped 2026-04-03)
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- ✅ **v1.3 Document Templates** - Phases 18-20 (shipped 2026-04-06)
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## Phases
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@@ -2,16 +2,16 @@
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gsd_state_version: 1.0
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milestone: v1.1
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milestone_name: Smart Document Preparation
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status: verifying
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stopped_at: Completed 20-02 Task 1 — awaiting human verify checkpoint (Task 2)
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last_updated: "2026-04-06T20:55:04.742Z"
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status: complete
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stopped_at: Completed 20-02 — human verified all 12 steps; v1.3 Document Templates milestone complete
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last_updated: "2026-04-06T21:01:00.000Z"
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last_activity: 2026-04-06
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progress:
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total_phases: 22
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completed_phases: 21
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completed_phases: 22
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total_plans: 65
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completed_plans: 64
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percent: 98
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completed_plans: 65
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percent: 100
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---
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# Project State
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@@ -24,9 +24,9 @@ See: .planning/PROJECT.md (updated 2026-04-03)
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## Current Position
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Phase: 20 (apply-template-and-portal-nav) — EXECUTING
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Phase: 20 (apply-template-and-portal-nav) — COMPLETE
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Plan: 2 of 2
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Status: Phase complete — ready for verification
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Status: All plans complete — v1.3 Document Templates milestone shipped
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Last activity: 2026-04-06
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## Note on v1.1
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@@ -62,7 +62,7 @@ Start v1.3 with: `/gsd:plan-phase 18`
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- v1.2 roadmap created 2026-04-03: Phases 14-17 (Multi-Signer + Docker Deployment)
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- v1.3 roadmap created 2026-04-06: Phases 18-20 (Document Templates)
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Progress: [██████████████░] 98% (19/22 phases complete — counting v1.3 scope)
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Progress: [███████████████] 100% (22/22 phases complete — v1.0, v1.1, v1.2, v1.3 all shipped)
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## Performance Metrics
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@@ -242,6 +242,6 @@ None yet.
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## Session Continuity
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Last session: 2026-04-06T20:55:04.738Z
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Stopped at: Completed 20-02 Task 1 — awaiting human verify checkpoint (Task 2)
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Last session: 2026-04-06T21:01:00.000Z
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Stopped at: Completed 20-02 — human verified all 12 steps; v1.3 milestone complete
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Resume file: None
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@@ -50,10 +50,10 @@ completed: 2026-04-06
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## Performance
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- **Duration:** ~2 min
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- **Duration:** ~8 min
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- **Started:** 2026-04-06T20:53:00Z
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- **Completed:** 2026-04-06T20:54:15Z
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- **Tasks:** 1 of 2 (Task 2 is human-verify checkpoint)
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- **Completed:** 2026-04-06T21:01:00Z
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- **Tasks:** 2 of 2
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- **Files modified:** 2
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## Accomplishments
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@@ -67,6 +67,7 @@ completed: 2026-04-06
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Each task was committed atomically:
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1. **Task 1: Add fields state to DocumentPageClient and pass selectedFieldHint to PreparePanel** - `eec0bd9` (feat)
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2. **Task 2: Human E2E verification of full template-to-document flow** - Human approved all 12 steps (checkpoint)
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## Files Created/Modified
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- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx` - Added fields state, useEffect to fetch fields, selectedFieldHint derivation, prop pass
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@@ -86,10 +87,29 @@ None.
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## User Setup Required
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None - no external service configuration required.
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## Human Verification Results
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Task 2 checkpoint approved. All 12 verification steps passed:
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1. /portal/templates list page shows saved templates with form name, field count, and updated date (TMPL-16)
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2. "Templates" appears in the portal top nav (TMPL-15)
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3. Client profile "Add Document" modal opens
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4. Modal shows two tabs: "Forms Library" and "My Templates" (TMPL-10)
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5. My Templates tab shows saved templates with name, form name, and field count
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6. Selecting a template auto-fills the document name with the template name
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7. "Add Document" creates the document and returns to client page
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8. Newly created document shows fields pre-loaded at correct positions (TMPL-11)
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9. Clicking a text field with a hint shows "Template Hint" chip in PreparePanel Quick Fill (TMPL-13)
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10. Clicking the hint chip fills the field with the hint text
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11. Forms Library tab in a new modal still works as before (D-04)
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12. Editing the template does NOT change the already-created document's fields (TMPL-14 — snapshot independence)
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Requirements satisfied: TMPL-10, TMPL-11, TMPL-12, TMPL-13, TMPL-14, TMPL-15, TMPL-16 — all 7 confirmed
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## Next Phase Readiness
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- Task 1 complete and committed
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- Task 2 (checkpoint:human-verify) awaits human verification of full template-to-document flow
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- After human approval, Phase 20 (and v1.3) will be complete
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- Phase 20 complete — v1.3 (Document Templates) milestone fully shipped
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- All 7 TMPL requirements (TMPL-10 through TMPL-16) verified by human
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- v1.3 roadmap objective achieved: agent can create reusable field layouts, apply them to new client documents, and get text hint quick-fill suggestions
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---
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*Phase: 20-apply-template-and-portal-nav*
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