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docs(04-03): complete PDF viewer UI plan summary

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- SUMMARY: AddDocumentModal, PdfViewer, /portal/documents/[docId] page
- STATE: current position updated to 04-03 complete, 3/4 plans in phase
- ROADMAP: phase 4 progress updated (3 summaries of 4 plans)
- REQUIREMENTS: DOC-03 marked complete
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Chandler Copeland
2026-03-19 21:47:09 -06:00
parent c1f60cadf6
commit 7ddc690482
4 changed files with 171 additions and 10 deletions
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4
.planning/REQUIREMENTS.md
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@@ -29,7 +29,7 @@
- [x] **DOC-01**: Agent can browse and import PDF forms from the utahrealestate.com vendor API (vendor.utahrealestate.com/webapi) — investigate API capability; fall back to manual upload if forms API is not available
- [x] **DOC-02**: Forms library syncs automatically on at least a monthly basis to reflect new/updated forms
- [ ] **DOC-03**: Agent can view an imported PDF document in the browser
- [x] **DOC-03**: Agent can view an imported PDF document in the browser
- [ ] **DOC-04**: Agent can drag-and-drop to place signature fields on any page of a PDF document
- [ ] **DOC-05**: Agent can fill in text fields on a document (property address, client names, dates, prices) before sending
- [ ] **DOC-06**: Agent can assign a document to a specific client and send a signing request
@@ -121,7 +121,7 @@ Which phases cover which requirements. Updated during roadmap creation.
| DASH-02 | Phase 3 | Complete |
| DOC-01 | Phase 4 | Complete |
| DOC-02 | Phase 4 | Complete |
| DOC-03 | Phase 4 | Pending |
| DOC-03 | Phase 4 | Complete |
| DOC-04 | Phase 5 | Pending |
| DOC-05 | Phase 5 | Pending |
| DOC-06 | Phase 5 | Pending |