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docs: start milestone v1.1 smart-document-preparation

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Chandler Copeland
2026-03-21 11:15:06 -06:00
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# 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.
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