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docs(16-01): complete multi-signer state wiring plan

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- SUMMARY.md created for 16-01 plan
- STATE.md updated: plan advanced to 16-02, progress bar updated, decisions logged
- ROADMAP.md updated: phase 16 shows 1/4 plans complete
- REQUIREMENTS.md: MSIGN-01, MSIGN-02, MSIGN-03 marked complete

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Chandler Copeland
2026-04-03 16:22:39 -06:00
parent 9da2cc67fd
commit 4e9d373e1d
4 changed files with 153 additions and 21 deletions
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16
.planning/REQUIREMENTS.md
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@@ -104,13 +104,13 @@
### Multi-Signer
- [ ] **MSIGN-01**: Agent can add named signers to a document by email address from PreparePanel before sending
- [ ] **MSIGN-02**: Agent can tag each signature, initials, and date field to a specific signer when placing in FieldPlacer
- [ ] **MSIGN-03**: Fields in FieldPlacer are color-coded by assigned signer for visual distinction
- [x] **MSIGN-01**: Agent can add named signers to a document by email address from PreparePanel before sending
- [x] **MSIGN-02**: Agent can tag each signature, initials, and date field to a specific signer when placing in FieldPlacer
- [x] **MSIGN-03**: Fields in FieldPlacer are color-coded by assigned signer for visual distinction
- [ ] **MSIGN-04**: Agent cannot send a document if any client-facing field (signature, initials, date, text) has no signer assigned — send is blocked with a clear error
- [x] **MSIGN-05**: Document recipients list is built automatically from unique signer emails on placed fields (no separate manual entry)
- [x] **MSIGN-06**: All signers receive their unique signing links simultaneously when agent sends
- [ ] **MSIGN-07**: Each signer's signing page shows only their own assigned fields — other signers' fields are not visible
- [x] **MSIGN-07**: Each signer's signing page shows only their own assigned fields — other signers' fields are not visible
- [x] **MSIGN-08**: Server enforces field ownership — a signer can only submit fields assigned to them
- [ ] **MSIGN-09**: Dashboard shows per-signer completion status (who has signed, who hasn't)
- [x] **MSIGN-10**: When all signers complete, agent receives a notification email
@@ -227,12 +227,12 @@ Which phases cover which requirements. Updated during roadmap creation.
| MSIGN-08 | Phase 14 | Complete |
| MSIGN-05 | Phase 15 | Complete |
| MSIGN-06 | Phase 15 | Complete |
| MSIGN-07 | Phase 15 | Pending |
| MSIGN-07 | Phase 15 | Complete |
| MSIGN-10 | Phase 15 | Complete |
| MSIGN-11 | Phase 15 | Complete |
| MSIGN-01 | Phase 16 | Pending |
| MSIGN-02 | Phase 16 | Pending |
| MSIGN-03 | Phase 16 | Pending |
| MSIGN-01 | Phase 16 | Complete |
| MSIGN-02 | Phase 16 | Complete |
| MSIGN-03 | Phase 16 | Complete |
| MSIGN-04 | Phase 16 | Pending |
| MSIGN-09 | Phase 16 | Pending |
| DEPLOY-01 | Phase 17 | Pending |