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docs(08-02): complete signing page safety plan — Phase 8 fully done

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- 08-02-SUMMARY.md: server-side filter + type-branching guards documented
- STATE.md: position advanced to Phase 9, decisions recorded, progress 62%
- ROADMAP.md: Phase 8 marked Complete (2/2 plans)
- REQUIREMENTS.md: FIELD-01 marked complete

Phase 8 ships atomically: schema discriminant (08-01) + boundary enforcement (08-02)
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Chandler Copeland
2026-03-21 11:56:15 -06:00
parent 0db26db5d8
commit 0cfe0d9e7a
4 changed files with 131 additions and 14 deletions
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4
.planning/ROADMAP.md
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@@ -158,7 +158,7 @@ Plans:
**Milestone Goal:** Teressa can have AI auto-place and pre-fill all document fields with one click, sign as agent before sending, and preview the fully-prepared document before it reaches the client.
- [ ] **Phase 8: Schema Foundation and Signing Page Safety** - Add type discriminant to SignatureFieldData JSONB and harden signing page — safety gate before any new field type ships
- [x] **Phase 8: Schema Foundation and Signing Page Safety** - Add type discriminant to SignatureFieldData JSONB and harden signing page — safety gate before any new field type ships (completed 2026-03-21)
- [ ] **Phase 9: Client Property Address** - Add property address to client profiles for AI pre-fill data sourcing
- [ ] **Phase 10: Expanded Field Types End-to-End** - All new field types (text, checkbox, initials, date) available in field mapper UI and embedded correctly by the prepare pipeline
- [ ] **Phase 11: Agent Saved Signature and Signing Workflow** - Draw once, save, apply to agent signature fields during document preparation before sending to client
@@ -273,7 +273,7 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
| 5. PDF Fill and Field Mapping | v1.0 | 4/4 | Complete | 2026-03-21 |
| 6. Signing Flow | v1.0 | 6/6 | Complete | 2026-03-21 |
| 7. Audit Trail and Download | v1.0 | 3/3 | Complete | 2026-03-21 |
| 8. Schema Foundation and Signing Page Safety | v1.1 | 1/2 | In progress | - |
| 8. Schema Foundation and Signing Page Safety | 2/2 | Complete | 2026-03-21 | - |
| 9. Client Property Address | v1.1 | 0/1 | Not started | - |
| 10. Expanded Field Types End-to-End | v1.1 | 0/3 | Not started | - |
| 11. Agent Saved Signature and Signing Workflow | v1.1 | 0/3 | Not started | - |