From d435ac97a5285e2c740e61f40b075cb7681e27a0 Mon Sep 17 00:00:00 2001 From: Chandler Copeland Date: Thu, 19 Mar 2026 11:33:02 -0600 Subject: [PATCH] docs: initialize project --- .planning/PROJECT.md | 64 ++++++++++++++++++++++++++++++++++++++++++++ 1 file changed, 64 insertions(+) create mode 100644 .planning/PROJECT.md diff --git a/.planning/PROJECT.md b/.planning/PROJECT.md new file mode 100644 index 0000000..110b2e3 --- /dev/null +++ b/.planning/PROJECT.md @@ -0,0 +1,64 @@ +# Teressa Copeland Homes + +## What This Is + +A professional real estate web presence and document management web app for broker Teressa Copeland (teressacopelandhomes.com). The public-facing site showcases Teressa's brand and active listings pulled from WFRMLS via utahrealestate.com. The private web app lets Teressa log in, prepare real estate documents for clients, add signature fields, and send clients a link to sign — all without the client needing an account. + +## Core Value + +Teressa can prepare and send any real estate form to a client for signing in minutes, from her browser, without leaving her site. + +## Requirements + +### Validated + +(None yet — ship to validate) + +### Active + +- [ ] Warm, professional marketing site with Teressa's photo and branding +- [ ] Active property listings displayed on the public site (pulled from WFRMLS/utahrealestate.com) +- [ ] Agent login portal accessible from the main site +- [ ] Agent can browse and import forms from the utahrealestate.com forms library +- [ ] Agent can fill in property and client details on imported PDF documents +- [ ] System detects/identifies signature areas in PDFs; agent can add/adjust signature fields +- [ ] Agent can send completed document to client via email link (no client account required) +- [ ] Client opens link in browser and signs with a custom signature canvas +- [ ] Signed documents are stored and accessible to Teressa +- [ ] Agent can manage multiple clients and their associated documents + +### Out of Scope + +- Native iOS/Android app — responsive web app only +- Client login portal — clients sign via anonymous email link only (v1) +- DocuSign/HelloSign — custom signature capture built in-house +- Notifications/reminders for unsigned documents — v2 +- Team/multi-agent support — solo agent only (v1) + +## Context + +- Agent photo: `/Users/ccopeland/Downloads/red.jpg` — auburn hair, warm smile, professional black blazer; fits warm/approachable aesthetic +- Domain: teressacopelandhomes.com +- utahrealestate.com credentials available for forms library and listings integration (WFRMLS MLS feed) +- Documents include: purchase agreements, listing agreements, buyer representation agreements, addendums/disclosures +- Teressa fills fields (property address, client names, dates, prices) before sending; client only signs +- Custom e-signature: canvas-based signature drawn in browser, embedded into PDF + +## Constraints + +- **Integration**: utahrealestate.com/WFRMLS — credentials-based; must scrape or use available API; no guaranteed public API +- **Tech Stack**: Next.js (React) — chosen by client; full-stack via API routes +- **Legal**: Custom e-signature must capture IP, timestamp, and signature image for legal standing +- **PDF Processing**: Must handle Utah real estate standard forms (likely PDF-based); field detection may require heuristics or manual placement UI + +## Key Decisions + +| Decision | Rationale | Outcome | +|----------|-----------|---------| +| Custom e-signature over DocuSign | Lower ongoing cost for solo agent; full control over UX | — Pending | +| Next.js full-stack | Single repo for marketing + web app; API routes for backend | — Pending | +| Email-link signing (no client account) | Lowest friction for clients; standard in real estate | — Pending | +| utahrealestate.com integration via credentials | Client already has account; forms library is core source | — Pending | + +--- +*Last updated: 2026-03-19 after initialization*