docs(04-04): complete Phase 4 PDF ingest human verification — approved
- 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
@@ -15,7 +15,7 @@ Decimal phases appear between their surrounding integers in numeric order.
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- [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)
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- [ ] **Phase 2: Marketing Site** - Public-facing hero, bio, contact form, testimonials, and listings placeholder
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- [x] **Phase 3: Agent Portal Shell** - Client management (create/view/profile) and dashboard skeleton with document status (completed 2026-03-19)
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- [ ] **Phase 4: PDF Ingest** - Agent PDF upload, local file storage pipeline, browser rendering, and document record creation
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- [x] **Phase 4: PDF Ingest** - Agent PDF upload, local file storage pipeline, browser rendering, and document record creation (completed 2026-03-20)
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- [ ] **Phase 5: PDF Fill and Field Mapping** - Drag-and-drop signature field placement, coordinate conversion, and agent text fill
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- [ ] **Phase 6: Signing Flow** - Complete end-to-end signing ceremony with legal compliance: email delivery, signing page, canvas capture, audit trail
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- [ ] **Phase 7: Audit Trail and Download** - Secure signed PDF download, document status tracking, and client-facing confirmation screen
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@@ -141,7 +141,7 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7
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| 1. Foundation | 1/3 | Complete | 2026-03-19 |
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| 2. Marketing Site | 2/3 | In Progress| |
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| 3. Agent Portal Shell | 4/4 | Complete | 2026-03-19 |
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| 4. PDF Ingest | 3/4 | In Progress| |
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| 4. PDF Ingest | 4/4 | Complete | 2026-03-20 |
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| 5. PDF Fill and Field Mapping | 0/? | Not started | - |
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| 6. Signing Flow | 0/? | Not started | - |
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| 7. Audit Trail and Download | 0/? | Not started | - |
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@@ -3,12 +3,12 @@ gsd_state_version: 1.0
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milestone: v1.0
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milestone_name: milestone
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status: unknown
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last_updated: "2026-03-20T03:46:32.381Z"
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last_updated: "2026-03-20T04:04:15Z"
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progress:
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total_phases: 4
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completed_phases: 3
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completed_phases: 4
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total_plans: 14
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completed_plans: 13
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completed_plans: 14
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---
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# Project State
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@@ -22,12 +22,12 @@ See: .planning/PROJECT.md (updated 2026-03-19)
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## Current Position
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Phase: 4 of 7 (PDF Ingest) — In Progress
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Plan: 04-03 complete (3 of 4 plans in phase complete)
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Status: Plan 04-03 complete — AddDocumentModal, PdfViewer, and /portal/documents/[docId] page deployed
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Last activity: 2026-03-20 — Plan 04-03 complete: react-pdf viewer UI with searchable forms library modal, custom file upload, document detail page with page nav and zoom
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Phase: 4 of 7 (PDF Ingest) — COMPLETE
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Plan: 04-04 complete (4 of 4 plans in phase complete)
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Status: Plan 04-04 complete — Human verification approved; Phase 4 PDF ingest declared complete
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Last activity: 2026-03-20 — Plan 04-04 complete: Teressa confirmed all 7 browser verification steps pass; forms library, modal, PDF render, file storage, and auth guards verified
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Progress: [████████░░] 80%
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Progress: [██████████] 100%
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## Performance Metrics
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@@ -100,6 +100,7 @@ Recent decisions affecting current work:
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- [Phase 04-pdf-ingest]: react-pdf v9 requires transpilePackages in next.config.ts — ships as ESM, Next.js webpack must transpile
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- [Phase 04-pdf-ingest]: pdfjs worker uses new URL(import.meta.url) pattern — no CDN URL; works in local/Docker environments without internet access
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- [Phase 04-pdf-ingest]: documentsRelations added to schema.ts — required for Drizzle db.query relational API with-relations support
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- [Phase 04-pdf-ingest 04-04]: Phase 4 declared complete after human agent verified all 7 browser verification steps pass — forms library, modal, PDF render, file storage, and auth guards confirmed working
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### Pending Todos
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@@ -116,5 +117,5 @@ None yet.
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## Session Continuity
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Last session: 2026-03-20
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Stopped at: Completed 04-03-PLAN.md — AddDocumentModal, PdfViewer, and /portal/documents/[docId] page
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Stopped at: Completed 04-04-PLAN.md — Human verification approved; Phase 4 PDF ingest complete
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Resume file: None
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133
.planning/phases/04-pdf-ingest/04-04-SUMMARY.md
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133
.planning/phases/04-pdf-ingest/04-04-SUMMARY.md
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@@ -0,0 +1,133 @@
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---
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phase: 04-pdf-ingest
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plan: "04"
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subsystem: ui
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tags: [pdf, react-pdf, forms-library, document-upload, pdf-viewer, human-verification]
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# Dependency graph
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requires:
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- phase: 04-pdf-ingest
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provides: "complete PDF ingest pipeline — forms_templates DB, GET /api/forms-library, POST /api/documents, GET /api/documents/[id]/file, AddDocumentModal, PdfViewer, document detail page"
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provides:
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- "Human-verified end-to-end PDF ingest flow: agent confirmed all 7 verification steps pass in the browser"
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- "Phase 4 approved and declared complete"
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affects:
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- 05-field-mapping
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- 06-signing-flow
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- "Human verification checkpoint pattern: autonomous: false plan documents tester-confirmed sign-off before phase is declared complete"
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key-files:
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created:
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- ".planning/phases/04-pdf-ingest/04-04-SUMMARY.md"
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modified: []
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key-decisions:
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- "Phase 4 declared complete after human agent (Teressa) confirmed all 7 verification steps pass in browser"
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- "No issues found during verification — all must_haves confirmed"
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patterns-established:
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- "Verification checkpoint pattern: human tester walks through numbered steps, types approved or describes issues; executor documents outcome in SUMMARY.md"
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requirements-completed: [DOC-01, DOC-02, DOC-03]
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# Metrics
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duration: 1min
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completed: 2026-03-20
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---
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# Phase 4 Plan 04: Human Verification Summary
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**Agent (Teressa) confirmed the complete PDF ingest flow works end-to-end in the browser: forms library, modal, document creation, PDF rendering with page nav and zoom, file storage, and auth guards all verified as functional.**
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## Performance
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- **Duration:** ~1 min (verification checkpoint — no code changes)
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- **Started:** 2026-03-20T04:04:00Z
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- **Completed:** 2026-03-20T04:04:15Z
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- **Tasks:** 1 (checkpoint:human-verify)
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- **Files modified:** 0 (verification only)
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## Accomplishments
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- Human agent verified all 7 verification steps pass in the browser
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- Phase 4 PDF ingest declared complete and approved
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- All must_have truths confirmed by tester
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## Checkpoint Verification Results
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All 7 steps passed as confirmed by human tester (response: "approved"):
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| Step | Description | Result |
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|------|-------------|--------|
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| 1 | Seed a test form and confirm seeder output | PASS |
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| 2 | "Add Document" button visible on client profile page | PASS |
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| 3 | Modal opens with searchable forms list; template selection pre-fills name | PASS |
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| 4 | Custom PDF upload via file picker; name pre-fills from filename | PASS |
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| 5 | PDF renders in browser on document detail page; Prev/Next, Zoom In/Out, Download, and Back link all work | PASS |
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| 6 | `uploads/clients/{clientId}/` directory contains .pdf files that persist across server restarts | PASS |
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| 7 | Unauthenticated access to `/api/forms-library` and `/api/documents/[id]/file` returns "Unauthorized" | PASS |
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## Must-Haves Confirmed
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- Agent can open "Add Document" modal from a client profile page
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- Forms library list appears in the modal (either seeded forms or empty-state message)
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- Agent can search/filter the forms list by name
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- Agent can add a document via template selection and see it appear in the documents list
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- Agent can upload a custom PDF via the file picker and see it appear in the documents list
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- Agent can click a document name and reach the document detail page
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- PDF renders in the browser on the document detail page — pages visible, not blank
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- Page navigation (Prev/Next) and Zoom In/Out controls work
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- Download button downloads the PDF
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## Task Commits
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This plan is a human verification checkpoint — no code was written. Previous plans' commits provide the implementation:
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- `63e5888` feat(04-03): add AddDocumentModal, PdfViewer, and document detail page
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- `7ddb920` docs(04-02): complete PDF API routes plan summary
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- `32e129c` feat(04-02): create POST /api/documents and GET /api/documents/[id]/file routes
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- `e0f180c` feat(04-02): create GET /api/forms-library authenticated template list
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- `c830951` docs(04-01): complete PDF ingest data layer plan summary
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## Files Created/Modified
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None — this was a verification-only checkpoint plan.
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## Decisions Made
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- Phase 4 declared complete: all 7 browser verification steps passed without issue
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- No gaps discovered during human testing; no follow-up plans needed before Phase 5
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## Deviations from Plan
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None - plan executed exactly as written. Human tester confirmed "approved" without identifying issues.
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## Issues Encountered
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None — verification passed cleanly on first attempt.
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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Phase 4 complete. Phase 5 (field mapping) is unblocked:
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- `uploads/clients/{clientId}/` directory structure established and confirmed working
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- Relative paths stored in DB (clients/{clientId}/{uuid}.pdf) — Phase 5 can locate documents reliably
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- react-pdf v9 is installed and rendering correctly — Phase 5 field overlay layer can be added on top of existing PdfViewer
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- Document status is "draft" on creation — Phase 5 can advance status as fields are filled
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Blockers for later phases (unchanged):
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- WFRMLS vendor enrollment takes 2-4 weeks — start process immediately
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- Phase 6 (Signing Flow) warrants a /gsd:research-phase before planning
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- DNS (SPF/DKIM/DMARC) for teressacopelandhomes.com must be configured before signing links reach real clients
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---
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*Phase: 04-pdf-ingest*
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*Completed: 2026-03-20*
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