docs(03-agent-portal-shell): create phase 3 plan — 4 plans in 4 waves

.planning/ROADMAP.md

@@ -64,9 +64,13 @@ Plans:
   2. Agent can view a list of all clients
   3. Agent can view a client's profile page and see the documents associated with that client
   4. Agent can see all documents in the dashboard with their current status (Draft / Sent / Viewed / Signed) and which client each was sent to and when
-**Plans**: TBD
+**Plans**: 4 plans
 
-Plans: none yet
+Plans:
+- [ ] 03-01-PLAN.md — Drizzle schema (clients + documents tables), DB migration, middleware + auth config updated for /portal prefix
+- [ ] 03-02-PLAN.md — Portal layout with top nav, StatusBadge, DocumentsTable shared components, client server actions
+- [ ] 03-03-PLAN.md — Dashboard page (filterable documents table) + Clients list page (card grid + create modal) + seed data
+- [ ] 03-04-PLAN.md — Client profile page (edit/delete/documents table) + full Phase 3 human verification checkpoint
 
 ### Phase 4: PDF Ingest
 **Goal**: Agent can upload a PDF form, see it rendered in the browser, and it is stored safely on the local filesystem / Docker volume
@@ -132,7 +136,7 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7
 |-------|----------------|--------|-----------|
 | 1. Foundation | 1/3 | Complete    | 2026-03-19 |
 | 2. Marketing Site | 2/3 | In Progress|  |
-| 3. Agent Portal Shell | 0/? | Not started | - |
+| 3. Agent Portal Shell | 0/4 | Not started | - |
 | 4. PDF Ingest | 0/? | Not started | - |
 | 5. PDF Fill and Field Mapping | 0/? | Not started | - |
 | 6. Signing Flow | 0/? | Not started | - |