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docs(09-01): complete client-property-address plan — SUMMARY, STATE, ROADMAP

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- 09-01-SUMMARY.md created documenting all 3 tasks and 2 auto-fixed deviations
- STATE.md updated: Phase 9 complete, session continuity, two decisions added
- ROADMAP.md updated: Phase 9 marked Complete (1/1 plans)
- REQUIREMENTS.md: CLIENT-04 and CLIENT-05 marked complete
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Chandler Copeland
2026-03-21 12:22:12 -06:00
parent 11f2b80217
commit a784e50e10
4 changed files with 165 additions and 16 deletions
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4
.planning/ROADMAP.md
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@@ -159,7 +159,7 @@ Plans:
**Milestone Goal:** Teressa can have AI auto-place and pre-fill all document fields with one click, sign as agent before sending, and preview the fully-prepared document before it reaches the client.
- [x] **Phase 8: Schema Foundation and Signing Page Safety** - Add type discriminant to SignatureFieldData JSONB and harden signing page — safety gate before any new field type ships (completed 2026-03-21)
- [ ] **Phase 9: Client Property Address** - Add property address to client profiles for AI pre-fill data sourcing
- [x] **Phase 9: Client Property Address** - Add property address to client profiles for AI pre-fill data sourcing (completed 2026-03-21)
- [ ] **Phase 10: Expanded Field Types End-to-End** - All new field types (text, checkbox, initials, date) available in field mapper UI and embedded correctly by the prepare pipeline
- [ ] **Phase 11: Agent Saved Signature and Signing Workflow** - Draw once, save, apply to agent signature fields during document preparation before sending to client
- [ ] **Phase 12: Filled Document Preview** - Agent sees a live filled preview of the fully-prepared document before the Send button is available
@@ -274,7 +274,7 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
| 6. Signing Flow | v1.0 | 6/6 | Complete | 2026-03-21 |
| 7. Audit Trail and Download | v1.0 | 3/3 | Complete | 2026-03-21 |
| 8. Schema Foundation and Signing Page Safety | 2/2 | Complete | 2026-03-21 | - |
| 9. Client Property Address | v1.1 | 0/1 | Not started | - |
| 9. Client Property Address | 1/1 | Complete | 2026-03-21 | - |
| 10. Expanded Field Types End-to-End | v1.1 | 0/3 | Not started | - |
| 11. Agent Saved Signature and Signing Workflow | v1.1 | 0/3 | Not started | - |
| 12. Filled Document Preview | v1.1 | 0/2 | Not started | - |