red/.planning/REQUIREMENTS.md

# Requirements: Teressa Copeland Homes

**Defined:** 2026-03-19
**Core Value:** Teressa can prepare and send any real estate form to a client for signing in minutes, from her browser, without leaving her site.

## v1 Requirements

### Marketing Site

- [x] **MKTG-01**: Visitor sees a hero section with Teressa's professional photo and warm introductory bio
- [x] **MKTG-02**: Visitor sees a "listings coming soon" placeholder section (full WFRMLS listings integration deferred to v2 pending vendor API enrollment)
- [x] **MKTG-03**: Visitor can submit a contact form with name, email, phone, and message
- [x] **MKTG-04**: Visitor sees a testimonials section with client reviews on the homepage

### Authentication

- [x] **AUTH-01**: Agent (Teressa) can log in to the portal with email and password
- [x] **AUTH-02**: Agent session persists across browser refresh and tab closes
- [x] **AUTH-03**: All agent portal routes are protected — unauthenticated users are redirected to login
- [x] **AUTH-04**: Agent can log out from any portal page

### Client Management

- [x] **CLIENT-01**: Agent can create a client record with name and email address
- [x] **CLIENT-02**: Agent can view a list of all clients
- [x] **CLIENT-03**: Agent can view a client's profile and their associated documents

### Document Management

- [x] **DOC-01**: Agent can browse and import PDF forms from the utahrealestate.com vendor API (vendor.utahrealestate.com/webapi) — investigate API capability; fall back to manual upload if forms API is not available
- [x] **DOC-02**: Forms library syncs automatically on at least a monthly basis to reflect new/updated forms
- [x] **DOC-03**: Agent can view an imported PDF document in the browser
- [x] **DOC-04**: Agent can drag-and-drop to place signature fields on any page of a PDF document
- [x] **DOC-05**: Agent can fill in text fields on a document (property address, client names, dates, prices) before sending
- [x] **DOC-06**: Agent can assign a document to a specific client and send a signing request

### Dashboard

- [x] **DASH-01**: Agent can see all documents with their current status: Draft / Sent / Viewed / Signed
- [x] **DASH-02**: Agent can see which client each document was sent to and when


### Signing Flow

- [x] **SIGN-01**: Client receives an email with a unique link to sign the document (no account required)
- [x] **SIGN-02**: Signing link expires after 72 hours and can only be used once
- [x] **SIGN-03**: Client opens the link in any browser and sees the prepared PDF with signature fields highlighted
- [x] **SIGN-04**: Client can draw a freehand signature on a canvas (works on mobile and desktop)
- [x] **SIGN-05**: Client can save a default signature and click a signature field to apply it without redrawing
- [x] **SIGN-06**: Client sees a confirmation screen after successfully signing
- [x] **SIGN-07**: Agent can download the signed PDF from the dashboard

### Legal & Compliance

- [x] **LEGAL-01**: System logs a complete audit trail for every signing ceremony — 6 server-side events: document prepared, email sent, link opened (with IP/user-agent), document viewed, signature submitted, final PDF hash computed
- [x] **LEGAL-02**: System computes and stores a SHA-256 hash of the final signed PDF immediately after signature embedding (tamper-evident record)
- [x] **LEGAL-03**: Signed PDFs are stored in private storage — never accessible via public or guessable URLs; agent downloads via authenticated presigned URLs only
- [x] **LEGAL-04**: DNS (SPF/DKIM/DMARC) configured for teressacopelandhomes.com before first signing link is sent to a real client

## v1.1 Requirements

### Client Profile Enhancement

- [x] **CLIENT-04**: Agent can add a property address to a client profile
- [x] **CLIENT-05**: Client property address is available as a pre-fill data source alongside client name

### Field Types

- [x] **FIELD-01**: Agent can place text field markers on a PDF (for typed content like names, addresses, prices)
- [x] **FIELD-02**: Agent can place checkbox field markers on a PDF
- [x] **FIELD-03**: Agent can place initials field markers on a PDF
- [x] **FIELD-04**: Agent can place date field markers that auto-fill with the signing date

### AI Assistance

- [ ] **AI-01**: Agent can click one button to have AI auto-place all field types (text, checkbox, initials, date, agent signature, client signature) on a PDF in the correct positions
- [ ] **AI-02**: AI pre-fills text fields with known values from the client profile (name, property address, date)

### Agent Signature

- [x] **AGENT-01**: Agent can draw and save a signature to their account profile (drawn once, reused)
- [x] **AGENT-02**: Agent can update their saved signature at any time
- [x] **AGENT-03**: Agent can place agent signature field markers on a PDF
- [x] **AGENT-04**: Agent applies their saved signature to agent signature fields during document preparation (before sending to client)

### Initials

- [x] **INIT-01**: Agent can draw and save initials to their account profile — thumbnail is displayed on the profile page (drawn once, reused)
- [x] **INIT-02**: Agent can update (replace) their saved initials at any time
- [x] **INIT-03**: Agent can place agent-initials field markers on a PDF — saved initials PNG is embedded at prepare time, invisible to the client during signing
- [x] **INIT-04**: Agent can place client-initials (existing 'initials' type) fields on a PDF — client must initial each one during the signing session (the 'initials' field type is already fully wired end-to-end; this requirement is satisfied by confirming FieldPlacer exposes the token and the signing page handles it correctly)

### Document Preview

- [x] **PREV-01**: Agent sees a live filled preview of the fully-prepared document (text filled, signatures embedded) before sending to client

### Per-Field Text Editing

- [x] **TXTF-01**: Agent can click a placed text field box on the PDF to select it and type a value for that specific field — each text field holds its own independent value (keyed by field ID)
- [ ] **TXTF-02**: When a text field is selected, PreparePanel shows quick-fill suggestion buttons (Client Name, Property Address, Client Email) that insert the corresponding value into the selected field
- [x] **TXTF-03**: Text fill values entered per-field appear correctly embedded in the preview PDF and the final prepared PDF; the staleness token resets on any text field value change

## v2 Requirements

### MLS Integration

- **MLS-01**: Visitor sees Teressa's active property listings pulled from WFRMLS with full IDX compliance (listing broker attribution, WFRMLS disclaimer text, last-updated timestamp, NAR 2024 buyer-agent compensation disclosure) — requires WFRMLS vendor API enrollment
- **MLS-02**: Agent portal replication admin page showing sync status per RESO OData resource (Property, Member, Office, Media, OpenHouse)
- **MLS-03**: Initial full replication + automated delta syncs using `ModificationTimestamp` (hourly for Property, daily for Member/Office)
- **MLS-04**: Agent can manually trigger a sync for any resource from the admin page

### Enhanced Signing

- **SIGN-V2-01**: Client receives a reminder email if document is unsigned after 1, 3, and 7 days
- **SIGN-V2-02**: Client confirmation email with a copy of the signed document
- ~~**SIGN-V2-03**: Multiple field types~~ — promoted to v1.1 as FIELD-01 through FIELD-04

### Forms Library

- ~~**FORMS-V2-01**: Heuristic auto-detection of AcroForm signature fields~~ — superseded by v1.1 AI-01 (AI-based field placement)
- **FORMS-V2-02**: Agent can save a prepared document as a reusable template (pre-filled fields, pre-placed signature zones)

### Analytics

- **ANALYTICS-V2-01**: Agent can see when a client opened the signing link
- **ANALYTICS-V2-02**: Agent can see how long it took from send to signature

## Out of Scope

| Feature | Reason |
|---------|--------|
| Native iOS/Android app | Responsive web app handles mobile signing; no separate app needed |
| Client login portal | Clients sign via anonymous token link only; no accounts in v1 |
| DocuSign/HelloSign integration | Defeats the purpose of custom-branded, zero-per-month signing |
| Multi-agent / team support | Solo agent only; role/permissions system not needed |
| In-app PDF content editing | Real estate contracts have legally mandated language; editing creates liability |
| AI chatbot | Off-brand for a personal agent site |
| WebSocket real-time signing session | Signing is one-shot; no live session needed |
| utahrealestate.com forms scraping (automated credential login) | Likely violates ToS; use vendor API or manual upload instead |

## Open Questions

- **DOC-01 — Vendor API forms access**: Does vendor.utahrealestate.com/webapi expose the forms library (PDF downloads) in addition to listing data? This determines whether monthly sync can be automated or requires manual upload. Needs investigation in Phase 4.
- **MKTG-02 — Listings deferred**: Full WFRMLS listings integration moved to v2. v1 shows a placeholder section. When vendor API access is obtained, promote MLS-01–04 from v2 to active.

## Traceability

Which phases cover which requirements. Updated during roadmap creation.

| Requirement | Phase | Status |
|-------------|-------|--------|
| AUTH-01 | Phase 1 | Complete |
| AUTH-02 | Phase 1 | Complete |
| AUTH-03 | Phase 1 | Complete |
| AUTH-04 | Phase 1 | Complete |
| MKTG-01 | Phase 2 | Complete |
| MKTG-02 | Phase 2 | Complete |
| MKTG-03 | Phase 2 | Complete |
| MKTG-04 | Phase 2 | Complete |
| CLIENT-01 | Phase 3 | Complete |
| CLIENT-02 | Phase 3 | Complete |
| CLIENT-03 | Phase 3 | Complete |
| DASH-01 | Phase 3 | Complete |
| DASH-02 | Phase 3 | Complete |
| DOC-01 | Phase 4 | Complete |
| DOC-02 | Phase 4 | Complete |
| DOC-03 | Phase 4 | Complete |
| DOC-04 | Phase 5 | Complete |
| DOC-05 | Phase 5 | Complete |
| DOC-06 | Phase 5 | Complete |
| SIGN-01 | Phase 6 | Complete |
| SIGN-02 | Phase 6 | Complete |
| SIGN-03 | Phase 6 | Complete |
| SIGN-04 | Phase 6 | Complete |
| SIGN-05 | Phase 6 | Complete |
| SIGN-06 | Phase 6 | Complete |
| LEGAL-01 | Phase 6 | Complete |
| LEGAL-02 | Phase 6 | Complete |
| LEGAL-04 | Phase 6 | Complete |
| SIGN-07 | Phase 7 | Complete |
| LEGAL-03 | Phase 7 | Complete |
| FIELD-01 | Phase 8 | Complete |
| CLIENT-04 | Phase 9 | Complete |
| CLIENT-05 | Phase 9 | Complete |
| FIELD-01 | Phase 10 | Complete |
| FIELD-02 | Phase 10 | Complete |
| FIELD-03 | Phase 10 | Complete |
| FIELD-04 | Phase 10 | Complete |
| AGENT-01 | Phase 11 | Complete |
| AGENT-02 | Phase 11 | Complete |
| AGENT-03 | Phase 11 | Complete |
| AGENT-04 | Phase 11 | Complete |
| INIT-01 | Phase 11.1 | Complete |
| INIT-02 | Phase 11.1 | Complete |
| INIT-03 | Phase 11.1 | Complete |
| INIT-04 | Phase 11.1 | Complete |
| PREV-01 | Phase 12 | Complete |
| TXTF-01 | Phase 12.1 | Complete |
| TXTF-02 | Phase 12.1 | Pending |
| TXTF-03 | Phase 12.1 | Complete |
| AI-01 | Phase 13 | Pending |
| AI-02 | Phase 13 | Pending |

**Coverage:**
- v1.0 requirements: 28 total — mapped to phases 1-7 — all Complete
- v1.1 requirements: 17 total — mapped to phases 8-13 — 13 Complete, 4 Pending (INIT-01 through INIT-04)
- Total mapped: 45
- Unmapped: 0

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*Requirements defined: 2026-03-19*
*Last updated: 2026-03-21 after Phase 11.1 insertion — INIT-01 through INIT-04 added*