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

.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