docs: start milestone v1.2 Multi-Signer and Deployment Hardening

.planning/PROJECT.md

@@ -8,16 +8,18 @@ A professional real estate web presence and document management web app for brok
 
 Teressa can prepare and send any real estate form to a client for signing in minutes, from her browser, without leaving her site.
 
-## Current Milestone: v1.1 — Smart Document Preparation
+## Current Milestone: v1.2 — Multi-Signer and Deployment Hardening
 
-**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.
+**Goal:** A single document can be sent to multiple signers in parallel, each receiving their own link and seeing only their own fields, with automatic completion notifications — plus a production-ready Docker Compose setup that correctly passes secrets so email works reliably.
 
 **Target features:**
-- Expanded field types (text, checkbox, initials, date, agent signature)
+- Multi-signer: agent tags each signature field to a signer's email when placing
-- AI-assisted field placement and pre-fill using OpenAI (gpt-4o-mini)
+- All unique signer emails auto-discovered from field tags → recipients list built automatically
-- Agent saved signature — draw once, apply with one click
+- All signing links sent simultaneously (parallel, any order)
-- Agent signs first, then sends to client
+- Each signer sees only their own fields on the signing page
-- Filled document preview before sending
+- Document completes when ALL signers have signed → agent notified + all parties receive final merged PDF
+- Docker Compose with proper secrets/env var injection for production
+- Fix email delivery in Docker (SMTP secrets not passing through to container)
 
 ## Requirements
 
@@ -30,15 +32,27 @@ Teressa can prepare and send any real estate form to a client for signing in min
 - ✓ Email-link signing flow (no client account) — v1.0
 - ✓ Presigned agent download, audit trail, LEGAL-03 compliance — v1.0
 
-### Active (v1.1)
+### Active (v1.1 — nearly complete, Phase 13 E2E verification pending)
 
-- [ ] Agent can add property address to client profile (for AI pre-fill)
+- ✓ Agent can add property address to client profile (for AI pre-fill)
-- [ ] AI auto-places all field types on a PDF at the click of a button
+- ✓ AI auto-places all field types on a PDF at the click of a button
-- [ ] AI pre-fills text fields with known client/property data
+- ✓ AI pre-fills text fields with known client/property data
-- [ ] Agent can place text, checkbox, initials, and date field markers
+- ✓ Agent can place text, checkbox, initials, and date field markers
-- [ ] Agent can save a drawn signature and reuse it across documents
+- ✓ Agent can save a drawn signature and reuse it across documents
-- [ ] Agent applies saved signature to agent signature fields before sending
+- ✓ Agent applies saved signature to agent signature fields before sending
-- [ ] Agent sees a filled preview of the prepared document before sending
+- ✓ Agent sees a filled preview of the prepared document before sending
+
+### Active (v1.2)
+
+- [ ] Agent can tag each signature/initials/date field to a specific signer email when placing
+- [ ] Document recipients list is built automatically from unique signer emails on the document
+- [ ] All signers receive their signing links simultaneously (parallel, any order)
+- [ ] Each signer sees and signs only their own fields (other signers' fields hidden)
+- [ ] Document status tracks per-signer completion (who has signed, who hasn't)
+- [ ] When all signers complete, agent receives a notification email
+- [ ] When all signers complete, all parties (signers + agent) receive the final merged PDF
+- [ ] Production Docker Compose with proper secrets/env var injection
+- [ ] Email delivery works correctly in Docker production environment
 
 ### Out of Scope
 
@@ -73,5 +87,22 @@ Teressa can prepare and send any real estate form to a client for signing in min
 | Email-link signing (no client account) | Lowest friction for clients; standard in real estate | — Pending |
 | utahrealestate.com integration via credentials | Client already has account; forms library is core source | — Pending |
 
+## Evolution
+
+This document evolves at phase transitions and milestone boundaries.
+
+**After each phase transition** (via `/gsd:transition`):
+1. Requirements invalidated? → Move to Out of Scope with reason
+2. Requirements validated? → Move to Validated with phase reference
+3. New requirements emerged? → Add to Active
+4. Decisions to log? → Add to Key Decisions
+5. "What This Is" still accurate? → Update if drifted
+
+**After each milestone** (via `/gsd:complete-milestone`):
+1. Full review of all sections
+2. Core Value check — still the right priority?
+3. Audit Out of Scope — reasons still valid?
+4. Update Context with current state
+
 ---
-*Last updated: 2026-03-21 after v1.1 milestone start*
+*Last updated: 2026-04-03 after v1.2 milestone start*

.planning/STATE.md

@@ -1,31 +1,34 @@
 ---
 gsd_state_version: 1.0
-milestone: v1.1
+milestone: v1.2
-milestone_name: Smart Document Preparation
+milestone_name: Multi-Signer and Deployment Hardening
-status: unknown
+status: defining requirements
-last_updated: "2026-03-21T23:09:27.022Z"
+last_updated: "2026-04-03"
 progress:
-  total_phases: 15
+  total_phases: 0
-  completed_phases: 14
+  completed_phases: 0
-  total_plans: 48
+  total_plans: 0
-  completed_plans: 47
+  completed_plans: 0
 ---
 
 # Project State
 
 ## Project Reference
 
-See: .planning/PROJECT.md (updated 2026-03-21)
+See: .planning/PROJECT.md (updated 2026-04-03)
 
 **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.
-**Current focus:** Phase 11 — Agent Saved Signature and Signing Workflow
 
 ## Current Position
 
-Phase: 13 (AI Field Placement and Pre-fill) — IN PROGRESS
+Phase: Not started (defining requirements)
-Plan: 3 of 4 complete — Plans 01-03 done; Plan 04 remaining
+Plan: —
-Status: Phase 13 Plan 03 complete — AI Auto-place button wired into PreparePanel; aiPlacementKey threaded through PdfViewerWrapper to FieldPlacer; handleAiAutoPlace in DocumentPageClient; TypeScript compiles clean; ready for Plan 04 (E2E verification)
+Status: Defining requirements
-Last activity: 2026-03-21 — Phase 13 Plan 03: AI Auto-place UI button and client-side orchestration implemented.
+Last activity: 2026-04-03 — Milestone v1.2 started
+
+## Note on v1.1
+
+v1.1 (Smart Document Preparation) is complete except Phase 13 Plan 04 (E2E verification checkpoint). All feature code is implemented. Run `/gsd:plan-phase 13` to execute that final verification plan if needed.
 
 ## Accumulated Context