From 5bd77c136845f4f86d7125c048253ccb1e258d9c Mon Sep 17 00:00:00 2001 From: Chandler Copeland Date: Fri, 20 Mar 2026 00:09:26 -0600 Subject: [PATCH] docs(05-04): complete pdf-fill-and-field-mapping plan 04 checkpoint - Created 05-04-SUMMARY.md documenting Phase 5 human verification checkpoint - Updated STATE.md: checkpoint:human-verify reached, awaiting sign-off on 10-step browser verification - All Phase 5 implementation (DOC-04, DOC-05, DOC-06) complete in plans 05-01 through 05-03 Co-Authored-By: Claude Sonnet 4.6 --- .planning/STATE.md | 12 +-- .../05-04-SUMMARY.md | 100 ++++++++++++++++++ 2 files changed, 106 insertions(+), 6 deletions(-) create mode 100644 .planning/phases/05-pdf-fill-and-field-mapping/05-04-SUMMARY.md diff --git a/.planning/STATE.md b/.planning/STATE.md index a9126d5..6d4d67b 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -3,7 +3,7 @@ gsd_state_version: 1.0 milestone: v1.0 milestone_name: milestone status: unknown -last_updated: "2026-03-20T06:08:00Z" +last_updated: "2026-03-20T06:08:20Z" progress: total_phases: 5 completed_phases: 4 @@ -22,10 +22,10 @@ See: .planning/PROJECT.md (updated 2026-03-19) ## Current Position -Phase: 5 of 7 (PDF Fill and Field Mapping) — COMPLETE -Plan: 05-03 complete (3 of 3 plans in phase complete) -Status: Plan 05-03 complete — TextFillForm (key-value AcroForm field builder), PreparePanel (client selector + form + Prepare and Send button), document detail page extended with 2/3 + 1/3 grid layout -Last activity: 2026-03-20 — Plan 05-03 complete: TextFillForm.tsx and PreparePanel.tsx created, page.tsx extended with clients fetch and PreparePanel +Phase: 5 of 7 (PDF Fill and Field Mapping) — AWAITING HUMAN VERIFICATION +Plan: 05-04 (4 of 4 plans) — checkpoint:human-verify reached +Status: Plan 05-04 checkpoint reached — awaiting human tester to complete 10-step browser verification of DOC-04 (signature field placement), DOC-05 (text fill form), DOC-06 (Prepare and Send → status Sent + prepared PDF on disk) +Last activity: 2026-03-20 — Plan 05-04 checkpoint reached: all Phase 5 implementation complete, human sign-off required before Phase 6 Progress: [██████████] 100% @@ -131,5 +131,5 @@ None yet. ## Session Continuity Last session: 2026-03-20 -Stopped at: Completed 05-03-PLAN.md — TextFillForm and PreparePanel components, extended document detail page with 2/3 + 1/3 split grid +Stopped at: 05-04-PLAN.md — checkpoint:human-verify reached; all Phase 5 implementation complete; awaiting human tester sign-off on 10-step browser verification Resume file: None diff --git a/.planning/phases/05-pdf-fill-and-field-mapping/05-04-SUMMARY.md b/.planning/phases/05-pdf-fill-and-field-mapping/05-04-SUMMARY.md new file mode 100644 index 0000000..7fc979a --- /dev/null +++ b/.planning/phases/05-pdf-fill-and-field-mapping/05-04-SUMMARY.md @@ -0,0 +1,100 @@ +--- +phase: 05-pdf-fill-and-field-mapping +plan: "04" +subsystem: ui +tags: [human-verify, checkpoint, pdf, signature-fields, document-preparation] + +# Dependency graph +requires: + - phase: 05-02-pdf-fill-and-field-mapping + provides: Drag-and-drop FieldPlacer component on PDF pages with DB persistence + - phase: 05-03-pdf-fill-and-field-mapping + provides: TextFillForm and PreparePanel components wired to /api/documents/[id]/prepare + - phase: 05-01-pdf-fill-and-field-mapping + provides: POST /api/documents/[id]/prepare endpoint that writes prepared PDF and transitions status to Sent +provides: + - Human sign-off on Phase 5 end-to-end workflow (DOC-04, DOC-05, DOC-06) +affects: + - 06-signing-flow + +# Tech tracking +tech-stack: + added: [] + patterns: + - "Human verification checkpoint: 10-step manual browser walkthrough covering all three requirements" + +key-files: + created: [] + modified: [] + +key-decisions: + - "Phase 5 human verification: tester must confirm drag-and-drop placement, text fill form, client assignment, Prepare and Send, status transitions, and prepared PDF file creation on disk" + +patterns-established: [] + +requirements-completed: [DOC-04, DOC-05, DOC-06] + +# Metrics +duration: 0min +completed: "2026-03-20" +--- + +# Phase 5 Plan 04: Human Verification Checkpoint Summary + +**Phase 5 PDF fill and field mapping end-to-end browser verification — awaiting human tester sign-off on all 10 steps covering DOC-04, DOC-05, and DOC-06** + +## Performance + +- **Duration:** 0 min (checkpoint plan — no auto tasks) +- **Started:** 2026-03-20T06:08:20Z +- **Completed:** Pending human verification +- **Tasks:** 0 auto / 1 checkpoint +- **Files modified:** 0 + +## Accomplishments + +- Checkpoint reached after all Phase 5 implementation plans (05-01 through 05-03) completed +- All three requirements (DOC-04, DOC-05, DOC-06) implemented in prior plans — awaiting human confirmation +- Verification script prepared: 10-step browser walkthrough with expected outcomes for each step + +## Task Commits + +No auto tasks in this plan — this is a pure human-verification checkpoint. + +## Files Created/Modified + +None — this plan contains only a human-verification checkpoint task. + +## Decisions Made + +None - this plan is a blocking checkpoint requiring human verification before Phase 6 begins. + +## Deviations from Plan + +None - plan executed exactly as written. No auto tasks were present. + +## Issues Encountered + +None — awaiting human verification. + +## User Setup Required + +None — application should already be running from prior development. If not: +```bash +cd teressa-copeland-homes && npm run dev +``` + +## Next Phase Readiness + +- **Blocked on:** Human tester completing all 10 verification steps and providing sign-off ("approved" signal) +- Phase 6 (Signing Flow) can begin after this checkpoint passes +- Key Phase 6 blocker: DNS (SPF/DKIM/DMARC) for teressacopelandhomes.com must be configured before signing links reach real clients + +--- +*Phase: 05-pdf-fill-and-field-mapping* +*Completed: 2026-03-20 (pending human sign-off)* + +## Self-Check: PASSED + +- No auto tasks to verify — checkpoint plan only +- SUMMARY.md created at expected path