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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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4
.planning/ROADMAP.md
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@@ -101,7 +101,7 @@ Plans:
**Plans**: 4 plans
Plans:
- [ ] 05-01-PLAN.md — Schema extension (signatureFields, textFillData, assignedClientId, preparedFilePath JSONB columns), migration 0003, @cantoo/pdf-lib prepare utility, GET/PUT /api/documents/[id]/fields, POST /api/documents/[id]/prepare
- [x] 05-01-PLAN.md — Schema extension (signatureFields, textFillData, assignedClientId, preparedFilePath JSONB columns), migration 0003, @cantoo/pdf-lib prepare utility, GET/PUT /api/documents/[id]/fields, POST /api/documents/[id]/prepare
- [ ] 05-02-PLAN.md — dnd-kit FieldPlacer component: drag-and-drop signature field placement, Y-axis coordinate conversion, blue rectangle overlay, field persistence
- [ ] 05-03-PLAN.md — TextFillForm + PreparePanel: key-value text fill form, client selector dropdown, Prepare and Send workflow
- [ ] 05-04-PLAN.md — Full Phase 5 human verification checkpoint
@@ -146,6 +146,6 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7
| 2. Marketing Site | 2/3 | In Progress| |
| 3. Agent Portal Shell | 4/4 | Complete | 2026-03-19 |
| 4. PDF Ingest | 4/4 | Complete | 2026-03-20 |
| 5. PDF Fill and Field Mapping | 0/4 | Not started | - |
| 5. PDF Fill and Field Mapping | 1/4 | In Progress | - |
| 6. Signing Flow | 0/? | Not started | - |
| 7. Audit Trail and Download | 0/? | Not started | - |