docs: create roadmap (7 phases)

.planning/STATE.md

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+# Project State
+
+## Project Reference
+
+See: .planning/PROJECT.md (updated 2026-03-19)
+
+**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.
+**Current focus:** Phase 1 - Foundation
+
+## Current Position
+
+Phase: 1 of 7 (Foundation)
+Plan: 0 of ? in current phase
+Status: Ready to plan
+Last activity: 2026-03-19 — Roadmap created; ready to plan Phase 1
+
+Progress: [░░░░░░░░░░] 0%
+
+## Performance Metrics
+
+**Velocity:**
+- Total plans completed: 0
+- Average duration: -
+- Total execution time: 0 hours
+
+**By Phase:**
+
+| Phase | Plans | Total | Avg/Plan |
+|-------|-------|-------|----------|
+| - | - | - | - |
+
+**Recent Trend:**
+- Last 5 plans: none yet
+- Trend: -
+
+*Updated after each plan completion*
+
+## Accumulated Context
+
+### Decisions
+
+Decisions are logged in PROJECT.md Key Decisions table.
+Recent decisions affecting current work:
+
+- Custom e-signature over DocuSign: lower ongoing cost for solo agent; full brand control
+- Next.js full-stack: single repo for marketing + web app via API routes
+- Email-link signing (no client account): lowest friction for clients; standard in real estate
+- utahrealestate.com forms scraping: AVOID — violates ToS; use manual PDF upload instead
+
+### Pending Todos
+
+None yet.
+
+### Blockers/Concerns
+
+- WFRMLS vendor enrollment takes 2-4 weeks — start process immediately, build Phase 2 listings with mock data while waiting
+- Phase 6 (Signing Flow) warrants a /gsd:research-phase before planning — JWT one-time enforcement + ESIGN/UETA audit + mobile touch has edge cases
+- DNS (SPF/DKIM/DMARC) for teressacopelandhomes.com must be configured before any signing link reaches a real client (Phase 6 acceptance criterion)
+- Exact WFRMLS required IDX disclaimer text must be obtained directly from WFRMLS before listings feature ships (Phase 2)
+
+## Session Continuity
+
+Last session: 2026-03-19
+Stopped at: Roadmap created — 7 phases, 28/28 v1 requirements mapped
+Resume file: None