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docs(04-01): complete PDF ingest data layer plan summary

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- Create 04-01-SUMMARY.md: form_templates schema + seed:forms CLI
- Update STATE.md: position advanced to Phase 4 Plan 1 complete
- Update ROADMAP.md: Phase 04 plan progress (1/4 complete)
- Mark requirements DOC-01, DOC-02 complete in REQUIREMENTS.md

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Chandler Copeland
2026-03-19 21:34:51 -06:00
parent f82364d2c7
commit c830951afe
3 changed files with 144 additions and 25 deletions
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28
.planning/REQUIREMENTS.md
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@@ -21,14 +21,14 @@
### Client Management
- [ ] **CLIENT-01**: Agent can create a client record with name and email address
- [ ] **CLIENT-02**: Agent can view a list of all clients
- [ ] **CLIENT-03**: Agent can view a client's profile and their associated documents
- [x] **CLIENT-01**: Agent can create a client record with name and email address
- [x] **CLIENT-02**: Agent can view a list of all clients
- [x] **CLIENT-03**: Agent can view a client's profile and their associated documents
### Document Management
- [ ] **DOC-01**: Agent can browse and import PDF forms from the utahrealestate.com vendor API (vendor.utahrealestate.com/webapi) — investigate API capability; fall back to manual upload if forms API is not available
- [ ] **DOC-02**: Forms library syncs automatically on at least a monthly basis to reflect new/updated forms
- [x] **DOC-01**: Agent can browse and import PDF forms from the utahrealestate.com vendor API (vendor.utahrealestate.com/webapi) — investigate API capability; fall back to manual upload if forms API is not available
- [x] **DOC-02**: Forms library syncs automatically on at least a monthly basis to reflect new/updated forms
- [ ] **DOC-03**: Agent can view an imported PDF document in the browser
- [ ] **DOC-04**: Agent can drag-and-drop to place signature fields on any page of a PDF document
- [ ] **DOC-05**: Agent can fill in text fields on a document (property address, client names, dates, prices) before sending
@@ -36,8 +36,8 @@
### Dashboard
- [ ] **DASH-01**: Agent can see all documents with their current status: Draft / Sent / Viewed / Signed
- [ ] **DASH-02**: Agent can see which client each document was sent to and when
- [x] **DASH-01**: Agent can see all documents with their current status: Draft / Sent / Viewed / Signed
- [x] **DASH-02**: Agent can see which client each document was sent to and when
### Signing Flow
@@ -114,13 +114,13 @@ Which phases cover which requirements. Updated during roadmap creation.
| MKTG-02 | Phase 2 | Complete |
| MKTG-03 | Phase 2 | Complete |
| MKTG-04 | Phase 2 | Complete |
| CLIENT-01 | Phase 3 | Pending |
| CLIENT-02 | Phase 3 | Pending |
| CLIENT-03 | Phase 3 | Pending |
| DASH-01 | Phase 3 | Pending |
| DASH-02 | Phase 3 | Pending |
| DOC-01 | Phase 4 | Pending |
| DOC-02 | Phase 4 | Pending |
| CLIENT-01 | Phase 3 | Complete |
| CLIENT-02 | Phase 3 | Complete |
| CLIENT-03 | Phase 3 | Complete |
| DASH-01 | Phase 3 | Complete |
| DASH-02 | Phase 3 | Complete |
| DOC-01 | Phase 4 | Complete |
| DOC-02 | Phase 4 | Complete |
| DOC-03 | Phase 4 | Pending |
| DOC-04 | Phase 5 | Pending |
| DOC-05 | Phase 5 | Pending |