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docs(04-04): complete Phase 4 PDF ingest human verification — approved

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- Human agent confirmed all 7 browser verification steps pass
- Forms library, modal, PDF render, file storage, and auth guards verified
- Phase 4 declared complete
- STATE.md updated: phase 4/4 complete, progress 100%
- ROADMAP.md updated: phase 4 all 4 plans complete

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Chandler Copeland
2026-03-19 22:06:25 -06:00
parent 6c5e4afd86
commit 9e89c3aeb5
3 changed files with 145 additions and 11 deletions
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4
.planning/ROADMAP.md
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@@ -15,7 +15,7 @@ Decimal phases appear between their surrounding integers in numeric order.
- [x] **Phase 1: Foundation** - Next.js project, local PostgreSQL database schema, and single-agent authentication (local dev; eventual home Docker server) (completed 2026-03-19)
- [ ] **Phase 2: Marketing Site** - Public-facing hero, bio, contact form, testimonials, and listings placeholder
- [x] **Phase 3: Agent Portal Shell** - Client management (create/view/profile) and dashboard skeleton with document status (completed 2026-03-19)
- [ ] **Phase 4: PDF Ingest** - Agent PDF upload, local file storage pipeline, browser rendering, and document record creation
- [x] **Phase 4: PDF Ingest** - Agent PDF upload, local file storage pipeline, browser rendering, and document record creation (completed 2026-03-20)
- [ ] **Phase 5: PDF Fill and Field Mapping** - Drag-and-drop signature field placement, coordinate conversion, and agent text fill
- [ ] **Phase 6: Signing Flow** - Complete end-to-end signing ceremony with legal compliance: email delivery, signing page, canvas capture, audit trail
- [ ] **Phase 7: Audit Trail and Download** - Secure signed PDF download, document status tracking, and client-facing confirmation screen
@@ -141,7 +141,7 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7
| 1. Foundation | 1/3 | Complete | 2026-03-19 |
| 2. Marketing Site | 2/3 | In Progress| |
| 3. Agent Portal Shell | 4/4 | Complete | 2026-03-19 |
| 4. PDF Ingest | 3/4 | In Progress| |
| 4. PDF Ingest | 4/4 | Complete | 2026-03-20 |
| 5. PDF Fill and Field Mapping | 0/? | Not started | - |
| 6. Signing Flow | 0/? | Not started | - |
| 7. Audit Trail and Download | 0/? | Not started | - |