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docs(phase-12): complete phase execution

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Chandler Copeland
2026-03-21 16:01:59 -06:00
parent 513bbe96d8
commit db8a63f6a3
4 changed files with 118 additions and 5 deletions
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.planning/ROADMAP.md
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@@ -259,7 +259,7 @@ Plans:
Plans:
- [ ] 12-01-PLAN.md — POST /api/documents/[id]/preview route (reuses preparePdf in preview mode, versioned path, staleness token), PreviewModal component with react-pdf rendering + ArrayBuffer copy
- [ ] 12-02-PLAN.md — Send button gating logic (disabled until preview generated, re-disabled on field change) + full Phase 12 human verification checkpoint
- [x] 12-02-PLAN.md — Send button gating logic (disabled until preview generated, re-disabled on field change) + full Phase 12 human verification checkpoint (completed 2026-03-21)
### Phase 13: AI Field Placement and Pre-fill
**Goal**: Agent clicks one button and AI auto-places all field types on the PDF in correct positions and pre-fills text fields with known client and property data
@@ -297,5 +297,5 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
| 10. Expanded Field Types End-to-End | v1.1 | 3/3 | Complete | 2026-03-21 |
| 11. Agent Saved Signature and Signing Workflow | 3/3 | Complete | 2026-03-21 | - |
| 11.1. Agent and Client Initials (INSERTED) | 3/3 | Complete | 2026-03-21 | - |
| 12. Filled Document Preview | 2/2 | Complete | 2026-03-21 | - |
| 12. Filled Document Preview | 2/2 | Complete | 2026-03-21 | - |
| 13. AI Field Placement and Pre-fill | v1.1 | 0/4 | Not started | - |