docs(05-04): complete pdf-fill-and-field-mapping plan 04 bug fixes
Four post-testing bugs fixed: signature field placement coordinate math, delete button clickability, client selector pre-selection with manual email entry, and text fill fallback to drawText for flat PDFs. SUMMARY.md updated with full bug fix documentation. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Chandler Copeland
@@ -22,10 +22,10 @@ See: .planning/PROJECT.md (updated 2026-03-19)
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## Current Position
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Phase: 5 of 7 (PDF Fill and Field Mapping) — AWAITING HUMAN VERIFICATION
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Plan: 05-04 (4 of 4 plans) — checkpoint:human-verify reached
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Status: Plan 05-04 checkpoint reached — awaiting human tester to complete 10-step browser verification of DOC-04 (signature field placement), DOC-05 (text fill form), DOC-06 (Prepare and Send → status Sent + prepared PDF on disk)
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Last activity: 2026-03-20 — Plan 05-04 checkpoint reached: all Phase 5 implementation complete, human sign-off required before Phase 6
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Phase: 5 of 7 (PDF Fill and Field Mapping) — BUG FIXES COMPLETE, AWAITING RE-VERIFICATION
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Plan: 05-04 (4 of 4 plans) — four bugs found in human testing have been fixed
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Status: Four bugs fixed post-human-testing (commits 126e10d, 05915aa, ef10dd5): (1) signature field placement coordinate math, (2) delete button not clickable, (3) client selector pre-selection + manual email entry, (4) text fill data silently dropped from output PDF. Ready for re-verification of all 10 steps.
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Last activity: 2026-03-20 — Four post-testing bug fixes applied to Phase 5 PDF fill workflow
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Progress: [██████████] 100%
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@@ -131,5 +131,5 @@ None yet.
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## Session Continuity
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Last session: 2026-03-20
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Stopped at: 05-04-PLAN.md — checkpoint:human-verify reached; all Phase 5 implementation complete; awaiting human tester sign-off on 10-step browser verification
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Stopped at: 05-04 bug fixes complete — four post-testing bugs fixed; ready for re-verification of 10-step browser test
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Resume file: None
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@@ -1,8 +1,8 @@
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---
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phase: 05-pdf-fill-and-field-mapping
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plan: "04"
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subsystem: ui
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tags: [human-verify, checkpoint, pdf, signature-fields, document-preparation]
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subsystem: documents/pdf-fill
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tags: [human-verify, checkpoint, bug-fix, dnd-kit, pdf-lib, coordinate-math, form-prepare]
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# Dependency graph
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requires:
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@@ -19,82 +19,128 @@ affects:
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# Tech tracking
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tech-stack:
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added: []
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added:
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- email_addresses jsonb column in documents table (migration 0004)
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patterns:
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- "Human verification checkpoint: 10-step manual browser walkthrough covering all three requirements"
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- "pageInfo.width/height as authoritative rendered canvas size (not getBoundingClientRect)"
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- "dnd-kit MouseSensor/TouchSensor with activationConstraint.distance to guard click targets"
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- "onPointerDown e.stopPropagation() on buttons inside DndContext to prevent drag capture"
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- "useLayoutEffect for tracking container dimensions in state"
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- "preparePdf Strategy A (AcroForm) + Strategy B (drawText fallback) for text fill"
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- "email_addresses jsonb column in documents table for Phase 6 signing"
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key-files:
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created: []
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modified: []
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created:
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- teressa-copeland-homes/drizzle/0004_military_maximus.sql
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modified:
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx
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- teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts
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- teressa-copeland-homes/src/lib/pdf/prepare-document.ts
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- teressa-copeland-homes/src/lib/db/schema.ts
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key-decisions:
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- "Phase 5 human verification: tester must confirm drag-and-drop placement, text fill form, client assignment, Prepare and Send, status transitions, and prepared PDF file creation on disk"
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- "Use pageInfo.width/height (from react-pdf page load callback) not containerRect.width/height for coordinate math"
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- "dnd-kit sensor activationConstraint distance:5 prevents buttons inside DndContext from triggering drag"
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- "onPointerDown e.stopPropagation() on delete button as safe guard for dnd-kit sensor capture"
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- "preparePdf Strategy B stamps un-matched text fields as 'key: value' lines at top of page 1"
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- "emailAddresses stored as jsonb array in documents.email_addresses ready for Phase 6; no email sent in Phase 5"
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- "assignedClientId locked (read-only) when already set; defaults to document owner but changeable when null"
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patterns-established: []
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patterns-established:
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- "pageInfo.width/height pattern for PDF canvas coordinate math in FieldPlacer"
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- "preparePdf dual-strategy text fill: AcroForm + drawText fallback"
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requirements-completed: [DOC-04, DOC-05, DOC-06]
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# Metrics
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duration: 0min
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duration: 30min
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completed: "2026-03-20"
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---
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# Phase 5 Plan 04: Human Verification Checkpoint Summary
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# Phase 5 Plan 04: Human Verification Checkpoint + Bug Fixes Summary
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**Phase 5 PDF fill and field mapping end-to-end browser verification — awaiting human tester sign-off on all 10 steps covering DOC-04, DOC-05, and DOC-06**
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**Four bugs found during human testing were fixed: signature field misplacement, unclickable delete button, client selector pre-selection with manual email entry, and text fill data silently dropped from output PDF.**
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## Performance
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- **Duration:** 0 min (checkpoint plan — no auto tasks)
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- **Started:** 2026-03-20T06:08:20Z
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- **Completed:** Pending human verification
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- **Tasks:** 0 auto / 1 checkpoint
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- **Files modified:** 0
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- **Duration:** ~30 min (bug fixes after checkpoint)
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- **Completed:** 2026-03-20
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- **Bugs fixed:** 4
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- **Commits:** 3 (Bugs 1+2 in same file, Bugs 3 and 4 separate)
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- **Files modified:** 6 + 1 migration created
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## Accomplishments
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- Checkpoint reached after all Phase 5 implementation plans (05-01 through 05-03) completed
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- All three requirements (DOC-04, DOC-05, DOC-06) implemented in prior plans — awaiting human confirmation
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- Verification script prepared: 10-step browser walkthrough with expected outcomes for each step
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### Bug 1 — Signature field placement lands in wrong position (FIXED)
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**Root cause:** `renderFields()` called `containerRef.current?.getBoundingClientRect()` during React render to obtain canvas dimensions. `containerRect.width/height` could differ from the actual PDF canvas size if the wrapper div had any extra decoration. Also, calling `getBoundingClientRect()` during render is unreliable.
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**Fix:** Used `pageInfo.width/height` (set from `react-pdf`'s `page.onLoadSuccess`) as the authoritative rendered canvas dimensions. Added `containerSize` state updated via `useLayoutEffect(pageInfo)` so `renderFields()` reads from stable state. `getBoundingClientRect()` is still called in `handleDragEnd` (event handler) to get the container's viewport origin for offset calculation only.
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**Commit:** `126e10d`
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### Bug 2 — Cannot click the x button to delete a signature field (FIXED)
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**Root cause:** dnd-kit's default sensor captured all `pointerdown` events inside `DndContext`, including on the delete button.
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**Fix (two-part):**
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1. Configured `MouseSensor` + `TouchSensor` with `activationConstraint: { distance: 5 }` — drag only activates after 5px movement, so a button click does not start a drag.
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2. Added `onPointerDown={(e) => e.stopPropagation()}` to the delete button — prevents dnd-kit sensors from seeing the `pointerdown` from the button.
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Field overlay divs now have `zIndex: 10` and the button `zIndex: 11`.
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**Commit:** `126e10d` (same file as Bug 1)
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### Bug 3 — Client selector should default to document's client; allow manual email entry (FIXED)
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**Root cause:** `PreparePanel` received a single `currentClientId` prop (resolved `assignedClientId ?? clientId`) so it could not distinguish "explicitly assigned" from "default owner". No email input existed.
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**Fix:**
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- `page.tsx` now passes `assignedClientId` (nullable) and `defaultClientId` separately.
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- `PreparePanel` shows locked read-only display when `assignedClientId` is non-null; unlocked dropdown (defaulting to `defaultClientId`) when null.
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- Textarea added for additional/CC email addresses (comma or newline separated), always visible.
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- `buildEmailAddresses()` merges client email + manual entries, deduplicates, validates.
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- `POST /api/documents/[id]/prepare` accepts and stores `emailAddresses: string[]`.
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- Added `email_addresses jsonb` column via migration `0004_military_maximus.sql` (applied).
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**Commit:** `05915aa`
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### Bug 4 — Text fill fields do nothing in the prepared PDF (FIXED)
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**Root cause:** `preparePdf()` silently caught all AcroForm errors with no fallback. Text fill data was discarded when the PDF had no AcroForm or no matching field names.
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**Fix:** Added Strategy B: after Strategy A (AcroForm), any un-filled entries are drawn as `key: value` text lines near the top of page 1 using `@cantoo/pdf-lib`'s `drawText()`. `acroFilledKeys` Set tracks Strategy A successes so Strategy B only stamps the remainder.
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**Commit:** `ef10dd5`
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## Task Commits
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No auto tasks in this plan — this is a pure human-verification checkpoint.
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| Commit | Description | Bugs |
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|---------|----------------------------------------------------------|------|
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| 126e10d | fix(05-04): fix signature field placement coordinate math | 1, 2 |
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| 05915aa | fix(05-04): pre-select document client and add manual email entry | 3 |
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| ef10dd5 | fix(05-04): always stamp text fill data into prepared PDF | 4 |
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## Files Created/Modified
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None — this plan contains only a human-verification checkpoint task.
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## Decisions Made
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None - this plan is a blocking checkpoint requiring human verification before Phase 6 begins.
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| File | Change |
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|------|--------|
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| `FieldPlacer.tsx` | Coordinate math, sensor config, delete button guard |
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| `PreparePanel.tsx` | Locked client, manual email textarea, emailAddresses |
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| `page.tsx` | Pass `assignedClientId` and `defaultClientId` separately |
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| `prepare/route.ts` | Accept and store `emailAddresses` array |
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| `prepare-document.ts` | Strategy B drawText fallback for text fill |
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| `schema.ts` | Added `emailAddresses` jsonb field |
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| `0004_military_maximus.sql` | New migration: email_addresses column |
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## Deviations from Plan
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None - plan executed exactly as written. No auto tasks were present.
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## Issues Encountered
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None — awaiting human verification.
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## User Setup Required
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None — application should already be running from prior development. If not:
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```bash
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cd teressa-copeland-homes && npm run dev
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```
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## Next Phase Readiness
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- **Blocked on:** Human tester completing all 10 verification steps and providing sign-off ("approved" signal)
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- Phase 6 (Signing Flow) can begin after this checkpoint passes
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- Key Phase 6 blocker: DNS (SPF/DKIM/DMARC) for teressacopelandhomes.com must be configured before signing links reach real clients
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---
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*Phase: 05-pdf-fill-and-field-mapping*
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*Completed: 2026-03-20 (pending human sign-off)*
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None — these were continuation bug fixes from human testing, not plan deviations.
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## Self-Check: PASSED
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- No auto tasks to verify — checkpoint plan only
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- SUMMARY.md created at expected path
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- All 6 source files exist and TypeScript compiles clean (tsc --noEmit)
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- Migration 0004 generated and applied to local DB
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- Commits 126e10d, 05915aa, ef10dd5 confirmed in git log
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