From a027b8fbf43f8a776e0c11c2f4393386a098dd0a Mon Sep 17 00:00:00 2001 From: Chandler Copeland Date: Mon, 6 Apr 2026 11:48:07 -0600 Subject: [PATCH] docs: start milestone v1.3 Document Templates --- .planning/PROJECT.md | 18 +++++++++--------- .planning/STATE.md | 12 ++++++------ 2 files changed, 15 insertions(+), 15 deletions(-) diff --git a/.planning/PROJECT.md b/.planning/PROJECT.md index 9331036..aa8bea9 100644 --- a/.planning/PROJECT.md +++ b/.planning/PROJECT.md @@ -8,18 +8,18 @@ A professional real estate web presence and document management web app for brok Teressa can prepare and send any real estate form to a client for signing in minutes, from her browser, without leaving her site. -## Current Milestone: v1.2 — Multi-Signer and Deployment Hardening +## Current Milestone: v1.3 — Document Templates -**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. +**Goal:** Agent creates reusable document templates with pre-placed fields (including AI auto-placement) so the same PDF never needs to be field-mapped from scratch for every client. **Target features:** -- Multi-signer: agent tags each signature field to a signer's email when placing -- All unique signer emails auto-discovered from field tags → recipients list built automatically -- All signing links sent simultaneously (parallel, any order) -- Each signer sees only their own fields on the signing page -- Document completes when ALL signers have signed → agent notified + all parties receive final merged PDF -- Docker Compose with proper secrets/env var injection for production -- Fix email delivery in Docker (SMTP secrets not passing through to container) +- New "Templates" section in the portal — separate from Clients +- Load any PDF from the forms library into a template editor (reuses FieldPlacer + AI auto-place) +- Save a template: PDF + field layout + signer-role assignments + text fill hints (but NOT filled values) +- When adding a document to a client, agent picks from saved templates instead of a blank PDF +- Document is created with all template fields pre-loaded — agent fills text values and assigns signer emails, then sends +- Templates are reusable across unlimited clients +- Agent can rename and delete templates ## Requirements diff --git a/.planning/STATE.md b/.planning/STATE.md index 7d73c4b..e7c4989 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -1,11 +1,11 @@ --- gsd_state_version: 1.0 -milestone: v1.1 -milestone_name: Smart Document Preparation -status: verifying -stopped_at: Completed 17-02-PLAN.md — Dockerfile, docker-compose.yml, .dockerignore, .env.production.example, DEPLOYMENT.md -last_updated: "2026-04-03T22:58:14.844Z" -last_activity: 2026-04-03 +milestone: v1.3 +milestone_name: Document Templates +status: defining requirements +stopped_at: Milestone v1.3 started — Document Templates +last_updated: "2026-04-06T00:00:00.000Z" +last_activity: 2026-04-06 progress: total_phases: 19 completed_phases: 18