docs: create milestone v1.2 roadmap (4 phases)
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@@ -1,14 +1,17 @@
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---
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gsd_state_version: 1.0
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milestone: v1.2
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milestone_name: Multi-Signer and Deployment Hardening
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status: defining requirements
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last_updated: "2026-04-03"
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milestone: v1.1
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milestone_name: Smart Document Preparation
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status: executing
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stopped_at: Completed 13-ai-field-placement-and-pre-fill/13-03-PLAN.md — AI Auto-place button wired; Plan 03 of 4 done; ready for Plan 04 (E2E verification)
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last_updated: "2026-04-03T20:30:14.113Z"
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last_activity: 2026-04-03 -- v1.2 roadmap created (Phases 14-17 planned)
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progress:
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total_phases: 0
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completed_phases: 0
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total_plans: 0
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completed_plans: 0
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total_phases: 8
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completed_phases: 7
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total_plans: 20
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completed_plans: 19
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percent: 100
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---
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# Project State
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@@ -21,25 +24,38 @@ See: .planning/PROJECT.md (updated 2026-04-03)
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## Current Position
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Phase: Not started (defining requirements)
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Plan: —
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Status: Defining requirements
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Last activity: 2026-04-03 — Milestone v1.2 started
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Phase: 13 (ai-field-placement-and-pre-fill) — EXECUTING
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Plan: 1 of 4
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Status: Executing Phase 13 (v1.1 final phase); v1.2 roadmap created and ready
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Last activity: 2026-04-03 -- v1.2 roadmap created (Phases 14-17 planned)
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## Note on v1.1
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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.
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## Note on v1.2
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v1.2 (Multi-Signer and Deployment Hardening) roadmap is defined. Four phases planned:
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- Phase 14: Multi-Signer Schema — additive DB migration, enables Phases 15+16
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- Phase 15: Multi-Signer Backend — token loop, signer-aware signing flow, atomic completion
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- Phase 16: Multi-Signer UI — PreparePanel signer list, FieldPlacer color-coding, send validation
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- Phase 17: Docker Deployment — three-stage Dockerfile, env_file secrets, health endpoint
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Start v1.2 after Phase 13 Plan 04 completes: `/gsd:plan-phase 14`
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## Accumulated Context
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### Roadmap Evolution
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- Phase 11.1 inserted after Phase 11: Agent and Client Initials (URGENT)
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Progress: [█████████████] 100% (13/13 phases complete)
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- Phase 11.1 inserted after Phase 11: Agent and Client Initials (URGENT)
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- v1.2 roadmap created 2026-04-03: Phases 14-17 (Multi-Signer + Docker Deployment)
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Progress: [█████████████] 100% (13/13 phases complete — v1.1 scope)
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## Performance Metrics
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**Velocity:**
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- Total plans completed: 30 (v1.0 complete + Phase 8 complete)
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- Average duration: ~4 min/plan
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- Total execution time: ~2 hours
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@@ -51,6 +67,7 @@ Progress: [█████████████] 100% (13/13 phases complete)
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| v1.0 phases 1-7 | 28 | ~4 min |
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**Recent Trend:**
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- Trend: Stable
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*Updated after each plan completion*
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@@ -135,17 +152,28 @@ Recent decisions affecting v1.1 work:
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- [Phase 13-03]: textFillData is MERGED not replaced — preserves manually typed values while AI values take precedence
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- [Phase 13-03]: AI button uses violet bg-violet-600 to visually distinguish from gray Preview and blue Prepare-and-Send
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### v1.2 Pre-decisions (from research)
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- [v1.2 Research]: Schema-first approach — Phase 14 schema deploys before any multi-signer app code to avoid hard-to-unwind bugs
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- [v1.2 Research]: signerEmail on signingTokens is nullable (TEXT) — legacy tokens have no signer; backfill via JOIN to client email in migration
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- [v1.2 Research]: completionTriggeredAt guard column uses UPDATE WHERE IS NULL RETURNING pattern — same as existing token claim; zero rows returned means another handler won
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- [v1.2 Research]: Per-signer PDF accumulation via pg_advisory_xact_lock(hashtext(documentId)) — existing embedSignatureInPdf() unchanged
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- [v1.2 Research]: NEXT_PUBLIC_BASE_URL renamed to APP_BASE_URL before Docker image build — prevents localhost being baked into signing link URLs
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- [v1.2 Research]: node:20-slim (Debian) required for @napi-rs/canvas glibc compatibility — do NOT use Alpine (musl libc incompatible)
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- [v1.2 Research]: Neon connection pool set to max:5 — prevents connection exhaustion on free tier
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- [v1.2 Research]: @vercel/blob is a dead dependency — remove before Phase 17 to prevent accidental use in Docker deployment
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### Pending Todos
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None yet.
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### Blockers/Concerns
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- [Phase 12 - CARRY FORWARD]: Deployment target (Vercel serverless vs. self-hosted container) must be confirmed before production deploy — write-to-disk preview pattern silently fails on Vercel serverless (ephemeral filesystem)
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- [Phase 12 - CARRY FORWARD]: Deployment target confirmed as Docker (Phase 17 addresses this) — write-to-disk preview pattern is valid for self-hosted container
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- [Phase 13]: AI coordinate accuracy on real Utah forms is untested — integration test with full 20-page Utah REPC required before Phase 13 ships
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## Session Continuity
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Last session: 2026-03-21
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Stopped at: Completed 13-ai-field-placement-and-pre-fill/13-03-PLAN.md — AI Auto-place button wired; Plan 03 of 4 done; ready for Plan 04 (E2E verification)
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Last session: 2026-04-03
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Stopped at: v1.2 roadmap created — Phases 14-17 defined; ready to complete Phase 13 Plan 04 then begin Phase 14
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Resume file: None
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