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docs(19-03): complete template editor E2E verification plan

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- Created 19-03-SUMMARY.md for human-verify checkpoint
- STATE.md advanced to plan 3/3, progress 98%
- ROADMAP.md phase 19 marked Complete (3/3 plans)
- TMPL-05 through TMPL-09 requirements confirmed complete

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Chandler Copeland
2026-04-06 13:18:37 -06:00
parent c81e1e2187
commit 80f6678e48
3 changed files with 117 additions and 10 deletions
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6
.planning/ROADMAP.md
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@@ -187,7 +187,7 @@ Plans:
**Milestone Goal:** Agent creates reusable document templates with pre-placed fields (including AI auto-placement) so the same PDF never needs to be field-mapped from scratch for every client.
- [x] **Phase 18: Template Schema and CRUD API** - New `document_templates` table with Drizzle migration; list, create, rename, and soft-delete API routes (completed 2026-04-06)
- [ ] **Phase 19: Template Editor UI** - FieldPlacer `onPersist` abstraction, template editor page at `/portal/templates/[id]`, AI auto-place wired to template context, signer role label support, save template
- [x] **Phase 19: Template Editor UI** - FieldPlacer `onPersist` abstraction, template editor page at `/portal/templates/[id]`, AI auto-place wired to template context, signer role label support, save template (completed 2026-04-06)
- [ ] **Phase 20: Apply Template and Portal Nav** - "Start from template" option in AddDocumentModal, apply operation with field snapshot and role-to-email mapping, text hint quick-fill, Templates portal nav section and list page
## Phase Details
@@ -418,7 +418,7 @@ Plans:
Plans:
- [x] 19-01-PLAN.md — FieldPlacer/PdfViewer prop abstraction (onPersist, fieldsUrl, fileUrl), three template API routes (file, fields, ai-prepare), PortalNav Templates link
- [x] 19-02-PLAN.md — Templates list page with create modal, template editor page (TemplatePageClient + TemplatePanel with roles, AI, save)
- [ ] 19-03-PLAN.md — Full Phase 19 human verification checkpoint (9-step E2E browser test)
- [x] 19-03-PLAN.md — Full Phase 19 human verification checkpoint (9-step E2E browser test)
**UI hint**: yes
@@ -463,5 +463,5 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
| 16. Multi-Signer UI | v1.2 | 1/4 | Complete | 2026-04-03 |
| 17. Docker Deployment | v1.2 | 2/2 | Complete | 2026-04-03 |
| 18. Template Schema and CRUD API | v1.3 | 2/2 | Complete | 2026-04-06 |
| 19. Template Editor UI | v1.3 | 2/3 | In Progress| |
| 19. Template Editor UI | v1.3 | 3/3 | Complete | 2026-04-06 |
| 20. Apply Template and Portal Nav | v1.3 | 0/TBD | Not started | - |