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docs(12-02): complete filled-document-preview plan 02 — PREV-01 human-verified

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- Update 12-02-SUMMARY.md: add bug fix commits (43f396b scroll lock+portal, bce2a98 text fill coords), human approval, known gap (Phase 12.1 text fill UX redesign deferred)
- STATE.md: Phase 12 COMPLETE, progress 100% (13/13), add decisions for portal modal, text fill coords, Phase 12.1 gap; update session Stopped At
- ROADMAP.md: Phase 12 marked Complete (2/2 summaries)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Chandler Copeland
2026-03-21 15:58:01 -06:00
parent bce2a980d2
commit 513bbe96d8
3 changed files with 94 additions and 34 deletions
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4
.planning/ROADMAP.md
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@@ -163,7 +163,7 @@ Plans:
- [x] **Phase 10: Expanded Field Types End-to-End** - All new field types (text, checkbox, initials, date) available in field mapper UI and embedded correctly by the prepare pipeline (completed 2026-03-21)
- [x] **Phase 11: Agent Saved Signature and Signing Workflow** - Draw once, save, apply to agent signature fields during document preparation before sending to client (completed 2026-03-21)
- [x] **Phase 11.1: Agent and Client Initials (INSERTED)** - Agent draws initials once, saves to profile, places agent-initials fields (embedded at prepare time); client-initials fields already wired via existing 'initials' type (completed 2026-03-21)
- [ ] **Phase 12: Filled Document Preview** - Agent sees a live filled preview of the fully-prepared document before the Send button is available
- [x] **Phase 12: Filled Document Preview** - Agent sees a live filled preview of the fully-prepared document before the Send button is available (completed 2026-03-21)
- [ ] **Phase 13: AI Field Placement and Pre-fill** - One-click AI auto-placement of all field types plus pre-fill of text fields from client profile data
## Phase Details
@@ -297,5 +297,5 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
| 10. Expanded Field Types End-to-End | v1.1 | 3/3 | Complete | 2026-03-21 |
| 11. Agent Saved Signature and Signing Workflow | 3/3 | Complete | 2026-03-21 | - |
| 11.1. Agent and Client Initials (INSERTED) | 3/3 | Complete | 2026-03-21 | - |
| 12. Filled Document Preview | 1/2 | In Progress| | - |
| 12. Filled Document Preview | 2/2 | Complete | 2026-03-21 | - |
| 13. AI Field Placement and Pre-fill | v1.1 | 0/4 | Not started | - |