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docs(10-03): complete Phase 10 — expanded field types end-to-end

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10-03-SUMMARY.md created. ROADMAP.md marks all phase 10 plans complete.
STATE.md advances to Phase 11 (Agent Saved Signature), 10/13 phases done.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Chandler Copeland
2026-03-21 13:42:28 -06:00
parent e179b9284f
commit eeb533e3e0
3 changed files with 151 additions and 17 deletions
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10
.planning/ROADMAP.md
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@@ -160,7 +160,7 @@ Plans:
- [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)
- [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
- [x] **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 (completed 2026-03-21)
- [ ] **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
- [ ] **Phase 13: AI Field Placement and Pre-fill** - One-click AI auto-placement of all field types plus pre-fill of text fields from client profile data
@@ -207,9 +207,9 @@ Plans:
**Plans**: 3 plans
Plans:
- [ ] 10-01-PLAN.md — FieldPlacer palette: 5 typed tokens with distinct colors; type-aware field overlays and DragOverlay ghost
- [ ] 10-02-PLAN.md — preparePdf() type-branched rendering (checkbox X, date placeholder, initials placeholder, text bg); POST route signable filter + date stamp at sign time
- [ ] 10-03-PLAN.md — SigningPageClient initials capture + overlay suppression; SignatureModal title prop; human verification checkpoint
- [x] 10-01-PLAN.md — FieldPlacer palette: 5 typed tokens with distinct colors; type-aware field overlays and DragOverlay ghost
- [x] 10-02-PLAN.md — preparePdf() type-branched rendering (checkbox X, date placeholder, initials placeholder, text bg); POST route signable filter + date stamp at sign time
- [x] 10-03-PLAN.md — SigningPageClient initials capture + overlay suppression; SignatureModal title prop; human verification checkpoint
### Phase 11: Agent Saved Signature and Signing Workflow
**Goal**: Agent draws a signature once, saves it to their profile, places agent signature fields on documents, and applies the saved signature during preparation — before the document is sent to the client
@@ -275,7 +275,7 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
| 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 | 1/1 | Complete | 2026-03-21 | - |
| 10. Expanded Field Types End-to-End | 2/3 | In Progress| | - |
| 10. Expanded Field Types End-to-End | v1.1 | 3/3 | Complete | 2026-03-21 |
| 11. Agent Saved Signature and Signing Workflow | v1.1 | 0/3 | Not started | - |
| 12. Filled Document Preview | v1.1 | 0/2 | Not started | - |
| 13. AI Field Placement and Pre-fill | v1.1 | 0/4 | Not started | - |