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docs(05-01): complete pdf-fill-and-field-mapping plan 01

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- Created 05-01-SUMMARY.md documenting all tasks, decisions, and deviations
- Updated STATE.md: advanced to Phase 5 Plan 1 complete, added 6 new decisions
- Updated ROADMAP.md: marked 05-01-PLAN.md complete, Phase 5 progress 1/4
- Marked requirements DOC-04, DOC-05, DOC-06 as complete in REQUIREMENTS.md

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Chandler Copeland
2026-03-19 23:57:34 -06:00
parent 34ed0baa43
commit f1cb526213
4 changed files with 168 additions and 15 deletions
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12
.planning/REQUIREMENTS.md
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@@ -30,9 +30,9 @@
- [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
- [x] **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
- [ ] **DOC-06**: Agent can assign a document to a specific client and send a signing request
- [x] **DOC-04**: Agent can drag-and-drop to place signature fields on any page of a PDF document
- [x] **DOC-05**: Agent can fill in text fields on a document (property address, client names, dates, prices) before sending
- [x] **DOC-06**: Agent can assign a document to a specific client and send a signing request
### Dashboard
@@ -122,9 +122,9 @@ Which phases cover which requirements. Updated during roadmap creation.
| DOC-01 | Phase 4 | Complete |
| DOC-02 | Phase 4 | Complete |
| DOC-03 | Phase 4 | Complete |
| DOC-04 | Phase 5 | Pending |
| DOC-05 | Phase 5 | Pending |
| DOC-06 | Phase 5 | Pending |
| DOC-04 | Phase 5 | Complete |
| DOC-05 | Phase 5 | Complete |
| DOC-06 | Phase 5 | Complete |
| SIGN-01 | Phase 6 | Pending |
| SIGN-02 | Phase 6 | Pending |
| SIGN-03 | Phase 6 | Pending |