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

.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*