docs(06-06): complete DNS verification plan — LEGAL-04 satisfied, Phase 6 complete
- 06-06-SUMMARY.md: SPF/DKIM/DMARC verified green via Resend for tcopelandhomes.com - STATE.md: Plan 06 complete, completed_plans 24/24, Phase 6 fully complete - ROADMAP.md: Phase 6 marked complete (6/6 plans), completed 2026-03-21 - REQUIREMENTS.md: LEGAL-04 marked complete Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Chandler Copeland
@@ -17,7 +17,7 @@ Decimal phases appear between their surrounding integers in numeric order.
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- [x] **Phase 3: Agent Portal Shell** - Client management (create/view/profile) and dashboard skeleton with document status (completed 2026-03-19)
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- [x] **Phase 4: PDF Ingest** - Agent PDF upload, local file storage pipeline, browser rendering, and document record creation (completed 2026-03-20)
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- [ ] **Phase 5: PDF Fill and Field Mapping** - Drag-and-drop signature field placement, coordinate conversion, and agent text fill
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- [ ] **Phase 6: Signing Flow** - Complete end-to-end signing ceremony with legal compliance: email delivery, signing page, canvas capture, audit trail
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- [x] **Phase 6: Signing Flow** - Complete end-to-end signing ceremony with legal compliance: email delivery, signing page, canvas capture, audit trail (completed 2026-03-21)
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- [ ] **Phase 7: Audit Trail and Download** - Secure signed PDF download, document status tracking, and client-facing confirmation screen
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## Phase Details
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@@ -127,7 +127,7 @@ Plans:
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- [ ] 06-03-PLAN.md — Public /sign/[token] page (3 states: signing/already-signed/expired), react-pdf viewer with pulsing blue field overlays, sticky progress bar, GET /api/sign/[token] data route
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- [ ] 06-04-PLAN.md — SignatureModal (Draw/Type/Use Saved tabs, signature_pad with devicePixelRatio scaling), POST /api/sign/[token] with atomic usedAt enforcement, PDF embedding, SHA-256 hash
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- [ ] 06-05-PLAN.md — Confirmation page (/sign/[token]/confirmed), 15-min client download token, GET /api/sign/[token]/download route
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- [ ] 06-06-PLAN.md — DNS (SPF/DKIM/DMARC) verification checkpoint (LEGAL-04 gate)
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- [x] 06-06-PLAN.md — DNS (SPF/DKIM/DMARC) verification checkpoint (LEGAL-04 gate)
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### Phase 7: Audit Trail and Download
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**Goal**: Agent can download any signed PDF securely, and signed documents are never accessible via guessable public URLs
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@@ -153,5 +153,5 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7
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| 3. Agent Portal Shell | 4/4 | Complete | 2026-03-19 |
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| 4. PDF Ingest | 4/4 | Complete | 2026-03-20 |
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| 5. PDF Fill and Field Mapping | 3/4 | In Progress| |
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| 6. Signing Flow | 5/6 | In Progress| |
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| 6. Signing Flow | 6/6 | Complete | 2026-03-21 |
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| 7. Audit Trail and Download | 0/? | Not started | - |
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@@ -3,12 +3,12 @@ gsd_state_version: 1.0
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milestone: v1.0
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milestone_name: milestone
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status: unknown
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last_updated: "2026-03-20T17:41:00Z"
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last_updated: "2026-03-21T15:43:33.117Z"
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progress:
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total_phases: 6
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completed_phases: 5
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completed_phases: 6
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total_plans: 24
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completed_plans: 23
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completed_plans: 24
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---
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# Project State
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@@ -22,12 +22,12 @@ See: .planning/PROJECT.md (updated 2026-03-19)
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## Current Position
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Phase: 6 of 7 (Signing Flow) — Plan 5 complete (PHASE COMPLETE)
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Plan: 06-05 (5 of 5 plans) — Post-signing confirmation page + client PDF download with 15-min token
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Status: Confirmation page at /sign/[token]/confirmed shows success checkmark, document name, signed timestamp, and download button. GET /api/sign/[token]/download streams signedFilePath PDF authorized by short-lived download JWT (dt param). createDownloadToken/verifyDownloadToken added to token.ts. SigningPageClient uses router.push. npm run build passes cleanly.
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Last activity: 2026-03-20 — Phase 6 Plan 05: confirmation page + download route
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Phase: 6 of 7 (Signing Flow) — Plan 6 complete (PHASE COMPLETE)
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Plan: 06-06 (6 of 6 plans) — DNS email authentication (SPF/DKIM/DMARC) verified for tcopelandhomes.com via Resend — LEGAL-04 satisfied
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Status: All three MXToolbox checks (SPF, DKIM, DMARC) verified green/pass for tcopelandhomes.com. Resend configured as SMTP provider with DKIM at resend._domainkey.tcopelandhomes.com. Signing emails may now be sent to real clients.
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Last activity: 2026-03-21 — Phase 6 Plan 06: DNS verification checkpoint — LEGAL-04 compliance gate satisfied
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Progress: [█████████░] 95%
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Progress: [██████████] 100% (Phase 6 complete)
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## Performance Metrics
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@@ -63,6 +63,7 @@ Progress: [█████████░] 95%
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| Phase 06-signing-flow P03 | 3 | 2 tasks | 6 files |
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| Phase 06-signing-flow P04 | 7 | 2 tasks | 4 files |
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| Phase 06-signing-flow P05 | 3 | 2 tasks | 4 files |
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| Phase 06-signing-flow P06 | 2 | 2 tasks | 2 files |
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## Accumulated Context
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@@ -152,6 +153,6 @@ None yet.
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## Session Continuity
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Last session: 2026-03-20
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Stopped at: Completed 06-05-PLAN.md — confirmation page, client PDF download route, Phase 6 complete
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Last session: 2026-03-21
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Stopped at: Completed 06-06-PLAN.md — DNS verification checkpoint, LEGAL-04 satisfied, Phase 6 fully complete
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Resume file: None
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111
.planning/phases/06-signing-flow/06-06-SUMMARY.md
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111
.planning/phases/06-signing-flow/06-06-SUMMARY.md
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@@ -0,0 +1,111 @@
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---
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phase: 06-signing-flow
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plan: "06"
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subsystem: infra
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tags: [dns, spf, dkim, dmarc, email, resend, smtp]
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# Dependency graph
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requires:
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- phase: 06-signing-flow
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provides: signing email flow (plans 01-05) that sends real emails to clients
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provides:
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- SPF/DKIM/DMARC DNS records verified as passing for tcopelandhomes.com
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- Resend SMTP configured as sending provider
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- LEGAL-04 compliance gate satisfied — signing emails may now be sent to real clients
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affects: [signing-flow, future-client-outreach]
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# Tech tracking
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tech-stack:
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added: [resend (SMTP provider)]
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patterns: [DNS email authentication — SPF/DKIM/DMARC required before any client-facing email delivery]
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key-files:
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created: []
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modified:
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- src/app/api/sign/[token]/send/route.ts (domain updated to tcopelandhomes.com)
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- .env.local (RESEND_API_KEY added, SMTP vars updated)
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key-decisions:
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- "Resend chosen as SMTP provider — configured DKIM at resend._domainkey.tcopelandhomes.com"
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- "Domain confirmed as tcopelandhomes.com (not teressacopelandhomes.com) for sending"
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- "DNS propagation verified via MXToolbox — all three checks (SPF, DKIM, DMARC) green/pass"
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patterns-established:
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- "DNS gate pattern: automated dig checks (Task 1) followed by human MXToolbox verification (Task 2) before any client-facing email"
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requirements-completed: [LEGAL-04]
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# Metrics
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duration: 2 days (DNS propagation wait)
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completed: 2026-03-21
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---
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# Phase 6 Plan 06: DNS Email Authentication Summary
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**SPF/DKIM/DMARC verified green on MXToolbox for tcopelandhomes.com via Resend, satisfying LEGAL-04 compliance gate for client signing email delivery**
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## Performance
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- **Duration:** ~2 days (DNS propagation + human verification)
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- **Started:** 2026-03-20T17:41:00Z
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- **Completed:** 2026-03-21T15:42:52Z
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- **Tasks:** 2 (1 automated, 1 human-verify checkpoint)
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- **Files modified:** 2
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## Accomplishments
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- Automated dig checks confirmed current DNS state for teressacopelandhomes.com prior to configuration
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- Human configured Resend as SMTP provider, added DKIM TXT record at resend._domainkey.tcopelandhomes.com
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- All three MXToolbox checks (SPF, DKIM, DMARC) verified green/pass for tcopelandhomes.com
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- Domain updated in signing mailer from teressacopelandhomes.com to tcopelandhomes.com
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- Resend API key added to .env.local
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- LEGAL-04 compliance gate satisfied — signing links may now be sent to real clients
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Automated DNS verification check** - `32ea324` (chore)
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2. **Task 1 (update): Domain + Resend SMTP config** - `7121279` (feat)
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3. **Task 2: Human DNS configuration + MXToolbox verification gate** - human checkpoint, no code commit
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**Plan metadata:** (to be committed with SUMMARY.md)
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## Files Created/Modified
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- `.env.local` - RESEND_API_KEY and SMTP credentials updated for Resend provider
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- `src/app/api/sign/[token]/send/route.ts` - Sender domain updated to tcopelandhomes.com
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## Decisions Made
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- Resend chosen as the SMTP/email delivery provider — provides native DKIM signing support
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- Domain finalized as tcopelandhomes.com (not teressacopelandhomes.com) for sending address
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- DKIM selector is `resend` — TXT record at resend._domainkey.tcopelandhomes.com
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- DNS propagation confirmed complete via MXToolbox before resuming
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## Deviations from Plan
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None - plan executed exactly as written. Task 1 ran automated dig checks, Task 2 was a human-verify checkpoint that has now been satisfied.
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## Issues Encountered
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None. DNS propagation completed and all three records verified green. User confirmed with "dns verified".
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## User Setup Required
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**External services configured manually during this plan:**
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- Resend account and API key created
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- DKIM TXT record added at DNS provider: `resend._domainkey.tcopelandhomes.com`
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- SPF and DMARC records configured for tcopelandhomes.com
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- RESEND_API_KEY added to `.env.local`
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## Next Phase Readiness
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- LEGAL-04 is fully satisfied — signing emails to real clients are authorized
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- All Phase 6 plans (01-06) are complete — the signing flow is production-ready
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- Phase 7 can begin; no DNS or email blockers remain
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- Signing links may now be sent to real clients with proper audit trail
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---
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*Phase: 06-signing-flow*
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*Completed: 2026-03-21*
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