From 9dc6b2717416e0293420a37e074bc26e63a13075 Mon Sep 17 00:00:00 2001 From: Chandler Copeland Date: Fri, 3 Apr 2026 15:56:22 -0600 Subject: [PATCH] =?UTF-8?q?docs(phase-15):=20complete=20phase=20execution?= =?UTF-8?q?=20=E2=80=94=203/3=20plans,=20human=20UAT=20deferred?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- .planning/ROADMAP.md | 10 +++++----- .planning/STATE.md | 6 +++--- 2 files changed, 8 insertions(+), 8 deletions(-) diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index aaa3d17..dab55bb 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -175,7 +175,7 @@ Plans: **Milestone Goal:** A single document can be sent to multiple signers in parallel, each receiving their own link and seeing only their own fields, with automatic completion notifications — plus a production-ready Docker Compose setup that correctly passes secrets so email works reliably. - [x] **Phase 14: Multi-Signer Schema** - Additive DB migration enabling multi-signer field routing, per-signer token identity, and race-safe completion detection (completed 2026-04-03) -- [ ] **Phase 15: Multi-Signer Backend** - Token creation loop, signer-aware signing flow, atomic completion detection, parallel email dispatch and final PDF delivery +- [x] **Phase 15: Multi-Signer Backend** - Token creation loop, signer-aware signing flow, atomic completion detection, parallel email dispatch and final PDF delivery (completed 2026-04-03) - [ ] **Phase 16: Multi-Signer UI** - PreparePanel signer list, FieldPlacer signer assignment and color-coding, send-block validation, per-signer dashboard status - [ ] **Phase 17: Docker Deployment** - Three-stage Dockerfile, docker-compose.yml with named uploads volume and env_file secrets, health endpoint, SMTP fix @@ -338,7 +338,7 @@ Plans: Plans: - [x] 15-01-PLAN.md — Token utility extensions (signerEmail param, signer-download JWT), sendSignerCompletionEmail mailer, public signer download route - [x] 15-02-PLAN.md — Send route rewrite: multi-signer token loop with Promise.all dispatch, legacy single-signer fallback, APP_BASE_URL rename -- [ ] 15-03-PLAN.md — Sign handler rewrite: GET signer-filtered fields, POST signer-scoped operations + accumulate PDF + atomic completion + notifications +- [x] 15-03-PLAN.md — Sign handler rewrite: GET signer-filtered fields, POST signer-scoped operations + accumulate PDF + atomic completion + notifications **UI hint**: no ### Phase 16: Multi-Signer UI @@ -354,7 +354,7 @@ Plans: Plans: - [x] 15-01-PLAN.md — Token utility extensions (signerEmail param, signer-download JWT), sendSignerCompletionEmail mailer, public signer download route -- [ ] 15-02-PLAN.md — Send route rewrite: multi-signer token loop with Promise.all dispatch, legacy single-signer fallback, APP_BASE_URL rename +- [x] 15-02-PLAN.md — Send route rewrite: multi-signer token loop with Promise.all dispatch, legacy single-signer fallback, APP_BASE_URL rename - [ ] 15-03-PLAN.md — Sign handler rewrite: GET signer-filtered fields, POST signer-scoped operations + accumulate PDF + atomic completion + notifications **UI hint**: yes @@ -371,7 +371,7 @@ Plans: **Plans**: 3 plans Plans: -- [ ] 15-01-PLAN.md — Token utility extensions (signerEmail param, signer-download JWT), sendSignerCompletionEmail mailer, public signer download route +- [x] 15-01-PLAN.md — Token utility extensions (signerEmail param, signer-download JWT), sendSignerCompletionEmail mailer, public signer download route - [ ] 15-02-PLAN.md — Send route rewrite: multi-signer token loop with Promise.all dispatch, legacy single-signer fallback, APP_BASE_URL rename - [ ] 15-03-PLAN.md — Sign handler rewrite: GET signer-filtered fields, POST signer-scoped operations + accumulate PDF + atomic completion + notifications **UI hint**: no @@ -399,6 +399,6 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 → | 12.1. Per-Field Text Editing and Quick-Fill (INSERTED) | v1.1 | 2/2 | Complete | 2026-03-21 | | 13. AI Field Placement and Pre-fill | v1.1 | 3/4 | In Progress | - | | 14. Multi-Signer Schema | v1.2 | 1/1 | Complete | 2026-04-03 | -| 15. Multi-Signer Backend | v1.2 | 2/3 | In Progress| | +| 15. Multi-Signer Backend | v1.2 | 3/3 | Complete | 2026-04-03 | | 16. Multi-Signer UI | v1.2 | 0/TBD | Not started | - | | 17. Docker Deployment | v1.2 | 0/TBD | Not started | - | diff --git a/.planning/STATE.md b/.planning/STATE.md index 2a1525a..f1babe0 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -4,7 +4,7 @@ milestone: v1.1 milestone_name: Smart Document Preparation status: verifying stopped_at: Completed 15-03-PLAN.md — signer-aware GET/POST sign route, atomic completion, accumulate PDF -last_updated: "2026-04-03T21:48:31.695Z" +last_updated: "2026-04-03T21:56:18.557Z" last_activity: 2026-04-03 progress: total_phases: 17 @@ -24,8 +24,8 @@ See: .planning/PROJECT.md (updated 2026-04-03) ## Current Position -Phase: 15 (multi-signer-backend) — EXECUTING -Plan: 3 of 3 +Phase: 15 +Plan: Not started Status: Phase complete — ready for verification Last activity: 2026-04-03