diff --git a/.planning/MILESTONES.md b/.planning/MILESTONES.md new file mode 100644 index 0000000..ae7862c --- /dev/null +++ b/.planning/MILESTONES.md @@ -0,0 +1,26 @@ +# Milestones: Teressa Copeland Homes + +## v1.0 — Core Document Signing Platform + +**Completed:** 2026-03-21 +**Phases:** 1–7 (28 plans) +**Summary:** Full end-to-end document signing platform. Marketing site, agent portal, PDF upload and field mapping, email-link signing flow (no client account), LEGAL-03 compliant presigned downloads, audit trail. + +### What Shipped + +| Phase | Name | Plans | +|-------|------|-------| +| 1 | Foundation (auth, DB, Next.js setup) | 3 | +| 2 | Marketing site (brand, contact form) | 3 | +| 3 | Agent portal shell (clients, dashboard) | 4 | +| 4 | PDF ingest (upload, preview, forms library) | 4 | +| 5 | PDF fill & field mapping (prepare, drag-drop fields) | 4 | +| 6 | Signing flow (email link, client signs, confirmation) | 6 | +| 7 | Audit trail & download (presigned URLs, LEGAL-03) | 4 | + +### Requirements Satisfied + +28 requirements across AUTH, MKTG, CLIENT, DASH, DOC, SIGN, LEGAL categories. +See REQUIREMENTS.md for full traceability. + +--- diff --git a/.planning/PROJECT.md b/.planning/PROJECT.md index 110b2e3..70ab7d3 100644 --- a/.planning/PROJECT.md +++ b/.planning/PROJECT.md @@ -8,24 +8,37 @@ A professional real estate web presence and document management web app for brok Teressa can prepare and send any real estate form to a client for signing in minutes, from her browser, without leaving her site. +## Current Milestone: v1.1 — Smart Document Preparation + +**Goal:** Teressa can have AI auto-place and pre-fill all document fields with one click, sign as agent before sending, and preview the fully-prepared document before it reaches the client. + +**Target features:** +- Expanded field types (text, checkbox, initials, date, agent signature) +- AI-assisted field placement and pre-fill using OpenAI (gpt-4o-mini) +- Agent saved signature — draw once, apply with one click +- Agent signs first, then sends to client +- Filled document preview before sending + ## Requirements ### Validated -(None yet — ship to validate) +- ✓ Marketing site with brand and contact form — v1.0 +- ✓ Agent portal with client management and document dashboard — v1.0 +- ✓ PDF upload, preview, and forms library — v1.0 +- ✓ Drag-drop signature field placement and document preparation — v1.0 +- ✓ Email-link signing flow (no client account) — v1.0 +- ✓ Presigned agent download, audit trail, LEGAL-03 compliance — v1.0 -### Active +### Active (v1.1) -- [ ] Warm, professional marketing site with Teressa's photo and branding -- [ ] Active property listings displayed on the public site (pulled from WFRMLS/utahrealestate.com) -- [ ] Agent login portal accessible from the main site -- [ ] Agent can browse and import forms from the utahrealestate.com forms library -- [ ] Agent can fill in property and client details on imported PDF documents -- [ ] System detects/identifies signature areas in PDFs; agent can add/adjust signature fields -- [ ] Agent can send completed document to client via email link (no client account required) -- [ ] Client opens link in browser and signs with a custom signature canvas -- [ ] Signed documents are stored and accessible to Teressa -- [ ] Agent can manage multiple clients and their associated documents +- [ ] Agent can add property address to client profile (for AI pre-fill) +- [ ] AI auto-places all field types on a PDF at the click of a button +- [ ] AI pre-fills text fields with known client/property data +- [ ] Agent can place text, checkbox, initials, and date field markers +- [ ] Agent can save a drawn signature and reuse it across documents +- [ ] Agent applies saved signature to agent signature fields before sending +- [ ] Agent sees a filled preview of the prepared document before sending ### Out of Scope @@ -61,4 +74,4 @@ Teressa can prepare and send any real estate form to a client for signing in min | utahrealestate.com integration via credentials | Client already has account; forms library is core source | — Pending | --- -*Last updated: 2026-03-19 after initialization* +*Last updated: 2026-03-21 after v1.1 milestone start* diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index 532b4ed..0a288b3 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -57,6 +57,36 @@ - [x] **LEGAL-03**: Signed PDFs are stored in private storage — never accessible via public or guessable URLs; agent downloads via authenticated presigned URLs only - [x] **LEGAL-04**: DNS (SPF/DKIM/DMARC) configured for teressacopelandhomes.com before first signing link is sent to a real client +## v1.1 Requirements + +### Client Profile Enhancement + +- [ ] **CLIENT-04**: Agent can add a property address to a client profile +- [ ] **CLIENT-05**: Client property address is available as a pre-fill data source alongside client name + +### Field Types + +- [ ] **FIELD-01**: Agent can place text field markers on a PDF (for typed content like names, addresses, prices) +- [ ] **FIELD-02**: Agent can place checkbox field markers on a PDF +- [ ] **FIELD-03**: Agent can place initials field markers on a PDF +- [ ] **FIELD-04**: Agent can place date field markers that auto-fill with the signing date + +### AI Assistance + +- [ ] **AI-01**: Agent can click one button to have AI auto-place all field types (text, checkbox, initials, date, agent signature, client signature) on a PDF in the correct positions +- [ ] **AI-02**: AI pre-fills text fields with known values from the client profile (name, property address, date) + +### Agent Signature + +- [ ] **AGENT-01**: Agent can draw and save a signature to their account profile (drawn once, reused) +- [ ] **AGENT-02**: Agent can update their saved signature at any time +- [ ] **AGENT-03**: Agent can place agent signature field markers on a PDF +- [ ] **AGENT-04**: Agent applies their saved signature to agent signature fields during document preparation (before sending to client) + +### Document Preview + +- [ ] **PREV-01**: Agent sees a live filled preview of the fully-prepared document (text filled, signatures embedded) before sending to client + ## v2 Requirements ### MLS Integration @@ -70,11 +100,11 @@ - **SIGN-V2-01**: Client receives a reminder email if document is unsigned after 1, 3, and 7 days - **SIGN-V2-02**: Client confirmation email with a copy of the signed document -- **SIGN-V2-03**: Multiple field types: initials field, auto-populated date field, checkbox +- ~~**SIGN-V2-03**: Multiple field types~~ — promoted to v1.1 as FIELD-01 through FIELD-04 ### Forms Library -- **FORMS-V2-01**: Heuristic auto-detection of existing AcroForm signature fields on Utah standard forms (reduces manual placement effort) +- ~~**FORMS-V2-01**: Heuristic auto-detection of AcroForm signature fields~~ — superseded by v1.1 AI-01 (AI-based field placement) - **FORMS-V2-02**: Agent can save a prepared document as a reusable template (pre-filled fields, pre-placed signature zones) ### Analytics diff --git a/.planning/STATE.md b/.planning/STATE.md index cc3e9fc..4793ead 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -1,7 +1,7 @@ --- gsd_state_version: 1.0 -milestone: v1.0 -milestone_name: milestone +milestone: v1.1 +milestone_name: smart-document-preparation status: unknown last_updated: "2026-03-21T17:02:31.470Z" progress: @@ -22,12 +22,12 @@ See: .planning/PROJECT.md (updated 2026-03-19) ## Current Position -Phase: 7 of 7 (Audit Trail and Download) — COMPLETE (all 4 plans done) -Plan: 07-04 (4 of 4 plans) — LEGAL-03 gap closure — /file route restricted to original PDF, PdfViewer Download anchor hidden for Signed -Status: All plans complete. LEGAL-03 fully satisfied: /file route serves original PDF only, presigned /download?adt=[token] is sole signed PDF download path. -Last activity: 2026-03-21 — Phase 7 Plan 04: LEGAL-03 gap closure complete, all 28 plans done +Phase: Not started (defining requirements) +Plan: — +Status: Defining requirements for v1.1 — Smart Document Preparation +Last activity: 2026-03-21 — Milestone v1.1 started (13 requirements defined, roadmap pending) -Progress: [███████████] 100% (Phase 7 plan 4 of 4 complete — all phases done) +Progress: [░░░░░░░░░░] 0% (v1.1 not started) ## Performance Metrics