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docs(03-04): complete client profile page and Phase 3 portal verification summary

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Chandler Copeland
2026-03-19 17:34:55 -06:00
parent b186ac5f38
commit 7a19a10a0c
3 changed files with 129 additions and 14 deletions
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12
.planning/ROADMAP.md
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@@ -14,7 +14,7 @@ Decimal phases appear between their surrounding integers in numeric order.
- [x] **Phase 1: Foundation** - Next.js project, local PostgreSQL database schema, and single-agent authentication (local dev; eventual home Docker server) (completed 2026-03-19)
- [ ] **Phase 2: Marketing Site** - Public-facing hero, bio, contact form, testimonials, and listings placeholder
- [ ] **Phase 3: Agent Portal Shell** - Client management (create/view/profile) and dashboard skeleton with document status
- [x] **Phase 3: Agent Portal Shell** - Client management (create/view/profile) and dashboard skeleton with document status (completed 2026-03-19)
- [ ] **Phase 4: PDF Ingest** - Agent PDF upload, local file storage pipeline, browser rendering, and document record creation
- [ ] **Phase 5: PDF Fill and Field Mapping** - Drag-and-drop signature field placement, coordinate conversion, and agent text fill
- [ ] **Phase 6: Signing Flow** - Complete end-to-end signing ceremony with legal compliance: email delivery, signing page, canvas capture, audit trail
@@ -67,10 +67,10 @@ Plans:
**Plans**: 4 plans
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
- [x] 03-01-PLAN.md — Drizzle schema (clients + documents tables), DB migration, middleware + auth config updated for /portal prefix
- [x] 03-02-PLAN.md — Portal layout with top nav, StatusBadge, DocumentsTable shared components, client server actions
- [x] 03-03-PLAN.md — Dashboard page (filterable documents table) + Clients list page (card grid + create modal) + seed data
- [x] 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
@@ -136,7 +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 | 3/4 | In Progress| |
| 3. Agent Portal Shell | 4/4 | Complete | 2026-03-19 |
| 4. PDF Ingest | 0/? | Not started | - |
| 5. PDF Fill and Field Mapping | 0/? | Not started | - |
| 6. Signing Flow | 0/? | Not started | - |