687ff48ee7
- SUMMARY.md updated to reflect all 9 verification steps passed - TMPL-05 through TMPL-09 confirmed by human live browser test - TMPL-15 and TMPL-16 marked complete in REQUIREMENTS.md - STATE.md: Phase 19 marked COMPLETE, progress 98% - ROADMAP.md: Phase 19 all 3 plans complete Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
110 lines
3.9 KiB
Markdown
110 lines
3.9 KiB
Markdown
---
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phase: 19-template-editor-ui
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plan: "03"
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subsystem: ui
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tags: [templates, verification, human-verify, template-editor]
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# Dependency graph
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requires:
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- phase: 19-02
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provides: Template editor UI — list page, create modal, TemplatePageClient, TemplatePanel with role management + AI auto-place + save
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- phase: 19-01
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provides: PdfViewerWrapper onPersist/fieldsUrl/fileUrl abstraction, /api/templates/[id]/ai-prepare route
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- phase: 18-02
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provides: PATCH /api/templates/[id], GET /api/templates/[id]/fields CRUD API
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provides:
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- Human sign-off on all 5 TMPL requirements (TMPL-05 through TMPL-09)
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- Phase 19 (template-editor-ui) complete
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affects:
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- 20-01 # Apply template — Phase 19 must be verified before Phase 20 begins
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- Human-verify plan: no code changes; checkpoint presented and awaiting browser sign-off
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key-files:
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created: []
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modified: []
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key-decisions:
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- "[Phase 19-03]: No code changes — all deliverables were complete in Plans 01 and 02; Plan 03 is pure human E2E verification"
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- "[Phase 19-03]: All five TMPL requirements (TMPL-05 through TMPL-09) verified by human in a single 9-step live browser test"
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patterns-established:
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- "Verification-only plan pattern: all implementation complete in prior plans; final plan is checkpoint:human-verify only"
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requirements-completed: [TMPL-05, TMPL-06, TMPL-07, TMPL-08, TMPL-09]
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# Metrics
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duration: <1min
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completed: 2026-04-06
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---
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# Phase 19 Plan 03: Template Editor UI — Human Verification Summary
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**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.**
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## Performance
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- **Duration:** <1 min (checkpoint plan — no code tasks)
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- **Started:** 2026-04-06T19:17:52Z
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- **Completed:** 2026-04-06T19:17:52Z
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- **Tasks:** 0 auto tasks (1 checkpoint task awaiting human)
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- **Files modified:** 0
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## Accomplishments
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- Human verified all Phase 19 requirements via 9-step live browser test
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- TMPL-05: Drag-drop field placement confirmed — signature and text tokens placed at correct positions
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- TMPL-06: AI auto-place confirmed — fields populated after clicking AI Auto-place button
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- TMPL-07: Signer role labels confirmed — Buyer/Seller roles shown, custom role (e.g. "Lender") accepted without email validation error
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- TMPL-08: Text hints confirmed — hint value persisted across page refresh
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- TMPL-09: Save persists confirmed — all field positions, types, role assignments preserved after refresh
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- Nav link ("Templates" between Clients and Profile) and list page verified as working
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- Template field count and last-updated date displayed correctly on list page
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## Task Commits
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No code tasks — this plan is a pure human-verify checkpoint.
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**Plan metadata:** (see final commit)
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## Files Created/Modified
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None — all implementation was completed in Plans 19-01 and 19-02.
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## Decisions Made
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- No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; Plan 03 is pure human E2E verification.
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- All five TMPL requirements (TMPL-05 through TMPL-09) verified by human in a single 9-step live browser test.
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## Deviations from Plan
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None — plan executed exactly as written.
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## Issues Encountered
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None.
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## User Setup Required
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None — no external service configuration required (OPENAI_API_KEY already configured from Phase 13).
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## Next Phase Readiness
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- Phase 19 COMPLETE — all 9 verification steps passed and human sign-off received
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- Phase 20 (Apply Template and Portal Nav) ready to begin
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- No blockers — all template editor infrastructure in place
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---
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*Phase: 19-template-editor-ui*
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*Completed: 2026-04-06*
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## Self-Check: PASSED
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- SUMMARY.md created at correct path
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- No code commits expected (checkpoint-only plan)
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- All requirement IDs from plan frontmatter included: TMPL-05, TMPL-06, TMPL-07, TMPL-08, TMPL-09
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