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docs(phase-15): complete phase execution — 3/3 plans, human UAT deferred

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Chandler Copeland
2026-04-03 15:56:22 -06:00
parent 163de9f162
commit 9dc6b27174
2 changed files with 8 additions and 8 deletions
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10
.planning/ROADMAP.md
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@@ -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. **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) - [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 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 - [ ] **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: Plans:
- [x] 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
- [x] 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 - [x] 15-03-PLAN.md — Sign handler rewrite: GET signer-filtered fields, POST signer-scoped operations + accumulate PDF + atomic completion + notifications
**UI hint**: no **UI hint**: no
### Phase 16: Multi-Signer UI ### Phase 16: Multi-Signer UI
@@ -354,7 +354,7 @@ Plans:
Plans: Plans:
- [x] 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 - [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 - [ ] 15-03-PLAN.md — Sign handler rewrite: GET signer-filtered fields, POST signer-scoped operations + accumulate PDF + atomic completion + notifications
**UI hint**: yes **UI hint**: yes
@@ -371,7 +371,7 @@ Plans:
**Plans**: 3 plans **Plans**: 3 plans
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 - [ ] 15-02-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 - [ ] 15-03-PLAN.md — Sign handler rewrite: GET signer-filtered fields, POST signer-scoped operations + accumulate PDF + atomic completion + notifications
**UI hint**: no **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 | | 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 | - | | 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 | | 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 | - | | 16. Multi-Signer UI | v1.2 | 0/TBD | Not started | - |
| 17. Docker Deployment | v1.2 | 0/TBD | Not started | - | | 17. Docker Deployment | v1.2 | 0/TBD | Not started | - |

6
.planning/STATE.md
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@@ -4,7 +4,7 @@ milestone: v1.1
milestone_name: Smart Document Preparation milestone_name: Smart Document Preparation
status: verifying status: verifying
stopped_at: Completed 15-03-PLAN.md — signer-aware GET/POST sign route, atomic completion, accumulate PDF 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 last_activity: 2026-04-03
progress: progress:
total_phases: 17 total_phases: 17
@@ -24,8 +24,8 @@ See: .planning/PROJECT.md (updated 2026-04-03)
## Current Position ## Current Position
Phase: 15 (multi-signer-backend) — EXECUTING Phase: 15
Plan: 3 of 3 Plan: Not started
Status: Phase complete — ready for verification Status: Phase complete — ready for verification
Last activity: 2026-04-03 Last activity: 2026-04-03