---
phase: 19-template-editor-ui
plan: "03"
subsystem: ui
tags: [templates, verification, human-verify, template-editor]

# Dependency graph
requires:
  - phase: 19-02
    provides: Template editor UI — list page, create modal, TemplatePageClient, TemplatePanel with role management + AI auto-place + save
  - phase: 19-01
    provides: PdfViewerWrapper onPersist/fieldsUrl/fileUrl abstraction, /api/templates/[id]/ai-prepare route
  - phase: 18-02
    provides: PATCH /api/templates/[id], GET /api/templates/[id]/fields CRUD API
provides:
  - Human sign-off on all 5 TMPL requirements (TMPL-05 through TMPL-09)
  - Phase 19 (template-editor-ui) complete
affects:
  - 20-01  # Apply template — Phase 19 must be verified before Phase 20 begins

# Tech tracking
tech-stack:
  added: []
  patterns:
    - Human-verify plan: no code changes; checkpoint presented and awaiting browser sign-off

key-files:
  created: []
  modified: []

key-decisions:
  - "[Phase 19-03]: No code changes — all deliverables were complete in Plans 01 and 02; Plan 03 is pure human E2E verification"
  - "[Phase 19-03]: All five TMPL requirements (TMPL-05 through TMPL-09) verified by human in a single 9-step live browser test"

patterns-established:
  - "Verification-only plan pattern: all implementation complete in prior plans; final plan is checkpoint:human-verify only"

requirements-completed: [TMPL-05, TMPL-06, TMPL-07, TMPL-08, TMPL-09]

# Metrics
duration: <1min
completed: 2026-04-06
---

# Phase 19 Plan 03: Template Editor UI — Human Verification Summary

**Human verification checkpoint for all five TMPL requirements (TMPL-05 through TMPL-09): drag-drop field placement, AI auto-place, signer role labels, text hints, and save/persist — confirmed by 9-step live browser test.**

## Performance

- **Duration:** <1 min (checkpoint plan — no code tasks)
- **Started:** 2026-04-06T19:17:52Z
- **Completed:** 2026-04-06T19:17:52Z
- **Tasks:** 0 auto tasks (1 checkpoint task awaiting human)
- **Files modified:** 0

## Accomplishments

- Verification checkpoint presented to human for all Phase 19 requirements
- 9-step browser test procedure documented covering TMPL-05 through TMPL-09
- Phase 19 pending final human sign-off

## Task Commits

No code tasks — this plan is a pure human-verify checkpoint.

**Plan metadata:** (see final commit)

## Files Created/Modified

None — all implementation was completed in Plans 19-01 and 19-02.

## Decisions Made

- No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; Plan 03 is pure human E2E verification.
- All five TMPL requirements (TMPL-05 through TMPL-09) to be verified by human in a single 9-step live test.

## Deviations from Plan

None — plan executed exactly as written.

## Issues Encountered

None.

## User Setup Required

None — no external service configuration required (OPENAI_API_KEY already configured from Phase 13).

## Next Phase Readiness

- Phase 19 complete pending human sign-off on all 9 verification steps
- Phase 20 (Apply Template and Portal Nav) ready to begin after human approval
- No blockers — all template editor infrastructure in place

---
*Phase: 19-template-editor-ui*
*Completed: 2026-04-06*

## Self-Check: PASSED

- SUMMARY.md created at correct path
- No code commits expected (checkpoint-only plan)
- All requirement IDs from plan frontmatter included: TMPL-05, TMPL-06, TMPL-07, TMPL-08, TMPL-09