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docs(16): create phase plan — 4 plans in 3 waves

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Chandler Copeland
2026-04-03 16:16:07 -06:00
parent 3ab49004cf
commit 0ca698925f
5 changed files with 1058 additions and 5 deletions
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15
.planning/ROADMAP.md
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@@ -350,14 +350,19 @@ Plans:
2. Each field placed in FieldPlacer has a signer assignment dropdown; selecting a signer changes the field's color to that signer's assigned color
3. If the agent clicks Send with any client-facing field (signature, initials, date, text) having no signer assigned, the send is blocked and a clear error message identifies the unassigned fields
4. The dashboard document detail view shows a per-signer completion row for each signer (who has signed, who hasn't, with timestamps)
**Plans**: 3 plans
**Plans**: 4 plans
Plans:
- [x] 15-01-PLAN.md — Token utility extensions (signerEmail param, signer-download JWT), sendSignerCompletionEmail mailer, public signer download route
- [x] 15-02-PLAN.md — Send route rewrite: multi-signer token loop with Promise.all dispatch, legacy single-signer fallback, APP_BASE_URL rename
- [ ] 15-03-PLAN.md — Sign handler rewrite: GET signer-filtered fields, POST signer-scoped operations + accumulate PDF + atomic completion + notifications
- [ ] 16-01-PLAN.md — DocumentPageClient signers state threading, server page initialSigners prop, PdfViewerWrapper prop pass-through
- [ ] 16-02-PLAN.md — PreparePanel signer list UI (add/remove by email, colored dots, auto-assigned colors) + send-block validation
- [ ] 16-03-PLAN.md — FieldPlacer active signer selector dropdown + per-signer field coloring + validation overlay
- [ ] 16-04-PLAN.md — Dashboard N/M signed badge (signingTokens count query, DocumentsTable badge rendering)
**UI hint**: yes
### Phase 17: Docker Deployment
**Goal**: The application runs reliably in a Docker container on the production server — secrets are injected at runtime, email delivers correctly, uploaded files survive container restarts, and a health check confirms database connectivity
**Depends on**: Phase 16
@@ -400,5 +405,5 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
| 13. AI Field Placement and Pre-fill | v1.1 | 3/4 | In Progress | - |
| 14. Multi-Signer Schema | v1.2 | 1/1 | Complete | 2026-04-03 |
| 15. Multi-Signer Backend | v1.2 | 3/3 | Complete | 2026-04-03 |
| 16. Multi-Signer UI | v1.2 | 0/TBD | Not started | - |
| 16. Multi-Signer UI | v1.2 | 0/4 | Not started | - |
| 17. Docker Deployment | v1.2 | 0/TBD | Not started | - |