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44 Commits

Author SHA1 Message Date
Chandler Copeland
81a39c8e59 docs(20-02): complete template hint quick-fill plan 
- Task 1 committed: DocumentPageClient fields fetch + selectedFieldHint derivation + PreparePanel hint chip
- Awaiting human-verify checkpoint (Task 2)
 2026-04-06 14:55:19 -06:00
Chandler Copeland
78d579f965 docs(20-01): complete apply-template plan — My Templates tab + template apply branch 
Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
 2026-04-06 14:52:31 -06:00
Chandler Copeland
687ff48ee7 docs(19-03): complete Phase 19 template editor UI — human verification passed 
- SUMMARY.md updated to reflect all 9 verification steps passed
- TMPL-05 through TMPL-09 confirmed by human live browser test
- TMPL-15 and TMPL-16 marked complete in REQUIREMENTS.md
- STATE.md: Phase 19 marked COMPLETE, progress 98%
- ROADMAP.md: Phase 19 all 3 plans complete

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
 2026-04-06 13:47:54 -06:00
Chandler Copeland
c81e1e2187 docs(19-02): complete template editor UI plan 
- SUMMARY.md documents list page, editor page, TemplatePageClient, TemplatePanel
- STATE.md: plan advanced to 2, progress 97%, 2 decisions logged
- ROADMAP.md: phase 19 updated (2/3 plans complete)
- REQUIREMENTS.md: TMPL-05 through TMPL-09 marked complete
 2026-04-06 13:17:09 -06:00
Chandler Copeland
752a6b7509 docs(18-01): complete template schema plan — documentTemplates table + migration 0012 
- SUMMARY.md created for phase 18 plan 01
- STATE.md: plan advanced to 18-02, progress 97%, decisions recorded
- ROADMAP.md: phase 18 progress updated (1/2 plans complete)
- REQUIREMENTS.md: TMPL-01 marked complete
 2026-04-06 12:16:09 -06:00
Chandler Copeland
caf9acf0c2 docs: create milestone v1.3 roadmap (3 phases, 16 requirements) 2026-04-06 12:05:21 -06:00
Chandler Copeland
05d531a929 docs: define milestone v1.3 requirements (TMPL-01 through TMPL-16) 2026-04-06 11:55:49 -06:00
Chandler Copeland
4a7605bbb9 docs(17-02): complete docker deployment files plan — SUMMARY.md, STATE.md, ROADMAP.md, REQUIREMENTS.md 2026-04-03 16:58:26 -06:00
Chandler Copeland
aa1d8d48fe docs(17-01): complete docker deployment prep plan 
- SUMMARY.md: standalone output, pool limit, health endpoint
- STATE.md: advanced to plan 2, updated progress to 97%, added decisions
- ROADMAP.md: phase 17 progress updated (1/2 plans complete)
- REQUIREMENTS.md: DEPLOY-01, DEPLOY-02, DEPLOY-04 marked complete
 2026-04-03 16:54:55 -06:00
Chandler Copeland
4e9d373e1d docs(16-01): complete multi-signer state wiring plan 
- SUMMARY.md created for 16-01 plan
- STATE.md updated: plan advanced to 16-02, progress bar updated, decisions logged
- ROADMAP.md updated: phase 16 shows 1/4 plans complete
- REQUIREMENTS.md: MSIGN-01, MSIGN-02, MSIGN-03 marked complete

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
 2026-04-03 16:22:39 -06:00
Chandler Copeland
a19163855b docs(15-02): complete multi-signer send route plan 
- SUMMARY.md: multi-signer token loop + legacy fallback route rewrite
- STATE.md: advance to plan 3, record metrics, add decisions
- ROADMAP.md: update phase 15 progress (2/3 plans complete)
- REQUIREMENTS.md: mark MSIGN-05, MSIGN-06 complete
 2026-04-03 15:48:01 -06:00
Chandler Copeland
00c5e5df33 docs(15-01): complete multi-signer utility building blocks plan 
- SUMMARY.md created for 15-01
- STATE.md: plan advanced to 01/02, progress 94%, decisions added
- ROADMAP.md: phase 15 progress updated (1/3 plans)
- REQUIREMENTS.md: MSIGN-10, MSIGN-11 marked complete
 2026-04-03 15:44:37 -06:00
Chandler Copeland
cdb1f4924e docs(14-01): complete multi-signer schema plan — migration 0010 applied 
- SUMMARY.md: 2 tasks complete, schema.ts + migration 0010 committed
- STATE.md: advanced to plan 1 complete, decisions logged, 98% progress
- ROADMAP.md: phase 14 marked Complete (1/1 plans)
- REQUIREMENTS.md: MSIGN-08 marked complete
 2026-04-03 15:17:25 -06:00
Chandler Copeland
4d69253a94 docs: create milestone v1.2 roadmap (4 phases) 2026-04-03 14:59:31 -06:00
Chandler Copeland
64ccb750fa docs: define milestone v1.2 requirements 2026-04-03 14:49:03 -06:00
Chandler Copeland
24e1f5aa00 docs(13-01): complete AI foundation layer plan — extract-text, field-placement, unit tests 
- Create 13-01-SUMMARY.md with TDD execution results and decisions
- Update STATE.md: phase 13 in progress, plan 1/4 complete
- Update ROADMAP.md: phase 13 status set to In Progress (1/4 summaries)
- Mark AI-01, AI-02 requirements complete in REQUIREMENTS.md

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 17:02:25 -06:00
Chandler Copeland
dbca290dbb docs(12.1-02): complete state bridge plan; awaiting human-verify checkpoint 
- Create 12.1-02-SUMMARY.md: selectedFieldId + textFillData state lifting; QuickFillPanel replacing TextFillForm
- Update STATE.md: position at checkpoint Task 3 (human verification); 3 new decisions logged
- Update ROADMAP.md: phase 12.1 progress (2/2 SUMMARYs)
- Mark TXTF-02 complete in REQUIREMENTS.md
 2026-03-21 16:27:35 -06:00
Chandler Copeland
46c7aaa7d5 docs(12.1-01): complete per-field text fill and click-to-select plan 
- SUMMARY.md: document field-ID-keyed text fill and click-to-select interaction
- STATE.md: advance to Phase 12.1 Plan 1 complete; add 3 key decisions
- ROADMAP.md: update phase 12.1 progress (1/2 plans complete)
- REQUIREMENTS.md: mark TXTF-01 and TXTF-03 complete

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 16:23:42 -06:00
Chandler Copeland
974574e561 docs(phase-12.1): add per-field text editing gap phase to roadmap and requirements 2026-03-21 16:03:37 -06:00
Chandler Copeland
db8a63f6a3 docs(phase-12): complete phase execution 2026-03-21 16:01:59 -06:00
Chandler Copeland
ec7f726cae docs(11.1-01): complete agent initials storage and UI plan 
- Create 11.1-01-SUMMARY.md with task commits, decisions, and file inventory
- Update STATE.md: position, decisions (4 recorded), session continuity
- Update ROADMAP.md: phase 11.1 progress (1/3 plans complete, In Progress)
- Mark INIT-01, INIT-02, INIT-03, INIT-04 complete in REQUIREMENTS.md
 2026-03-21 15:01:32 -06:00
Chandler Copeland
ae17e017d3 docs(11.1): create phase plan — agent and client initials 
Added INIT-01 through INIT-04 requirements to REQUIREMENTS.md. Updated
ROADMAP.md with Phase 11.1 goal, success criteria, and plan list. Created
three plan files mirroring Phase 11 structure: 11.1-01 (DB migration, API
routes, AgentInitialsPanel, FieldPlacer token), 11.1-02 (preparePdf
agentInitialsData param + prepare route guard), 11.1-03 (human E2E
verification checkpoint).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 14:55:00 -06:00
Chandler Copeland
f8de782a64 docs(11-02): complete agent signature bake-in prepare pipeline plan 
- 11-02-SUMMARY.md: preparePdf() embeds agent PNG + prepare route 422 guard
- STATE.md: advance to plan 2 of 3, add phase 11-02 decisions, update metrics
- ROADMAP.md: phase 11 progress updated (2/3 plans complete)
- REQUIREMENTS.md: AGENT-04 marked complete
 2026-03-21 14:08:37 -06:00
Chandler Copeland
f1dbf45e37 docs(11-01): complete agent saved signature storage and UI plan 
- Create 11-01-SUMMARY.md documenting agentSignatureData DB column, API routes, AgentSignaturePanel, profile page, nav link, FieldPlacer token
- Update STATE.md: advance to Plan 1 of 3, record Phase 11 decisions and metrics
- Update ROADMAP.md: Phase 11 now In Progress (1/3 summaries)
- Mark requirements AGENT-01, AGENT-02, AGENT-03 complete in REQUIREMENTS.md
 2026-03-21 14:04:54 -06:00
Chandler Copeland
9f190b3fc8 docs(10-01): complete expanded field types palette plan — SUMMARY, STATE, ROADMAP, REQUIREMENTS 
- Create 10-01-SUMMARY.md with decisions, deviations, and phase readiness
- Update STATE.md: phase 10 current position, 10-01 decisions recorded
- Update ROADMAP.md: phase 10 plan progress (1/3 plans complete)
- Update REQUIREMENTS.md: mark FIELD-03 complete
 2026-03-21 12:52:13 -06:00
Chandler Copeland
9875c1a0af docs(10-02): complete type-branched field rendering and POST handler fix plan 
- Create 10-02-SUMMARY.md with decisions, commits, and deviation docs
- Update STATE.md with decisions and metrics
- Update ROADMAP.md phase 10 progress (2/3 summaries)
- Mark FIELD-02 and FIELD-04 requirements complete
 2026-03-21 12:51:42 -06:00
Chandler Copeland
a784e50e10 docs(09-01): complete client-property-address plan — SUMMARY, STATE, ROADMAP 
- 09-01-SUMMARY.md created documenting all 3 tasks and 2 auto-fixed deviations
- STATE.md updated: Phase 9 complete, session continuity, two decisions added
- ROADMAP.md updated: Phase 9 marked Complete (1/1 plans)
- REQUIREMENTS.md: CLIENT-04 and CLIENT-05 marked complete
 2026-03-21 12:22:12 -06:00
Chandler Copeland
0cfe0d9e7a docs(08-02): complete signing page safety plan — Phase 8 fully done 
- 08-02-SUMMARY.md: server-side filter + type-branching guards documented
- STATE.md: position advanced to Phase 9, decisions recorded, progress 62%
- ROADMAP.md: Phase 8 marked Complete (2/2 plans)
- REQUIREMENTS.md: FIELD-01 marked complete

Phase 8 ships atomically: schema discriminant (08-01) + boundary enforcement (08-02)
 2026-03-21 11:56:15 -06:00
Chandler Copeland
fad91366a5 docs: create milestone v1.1 roadmap (6 phases) 2026-03-21 11:33:52 -06:00
Chandler Copeland
8c69deeb68 docs: start milestone v1.1 smart-document-preparation 2026-03-21 11:15:06 -06:00
Chandler Copeland
36069cb1ef docs(07-01): complete agent download token and route plan 
- 07-01-SUMMARY.md: execution summary with decisions and file references
- STATE.md: position updated to Phase 7 Plan 1 complete; two decisions logged
- ROADMAP.md: Phase 7 progress updated (1/3 plans complete)
- REQUIREMENTS.md: SIGN-07 and LEGAL-03 marked complete
 2026-03-21 10:36:19 -06:00
Chandler Copeland
119edc2491 docs(06-05): complete confirmation page + download route plan — SUMMARY, STATE, ROADMAP updated 
- Post-signing confirmation page with success checkmark, document name, timestamp, 15-min download token
- GET /api/sign/[token]/download streams signedFilePath PDF via short-lived download JWT
- Phase 6 (signing flow) all 5 plans complete
- SIGN-06 requirement marked complete
 2026-03-20 11:44:32 -06:00
Chandler Copeland
5c1ea3568e docs(06-04): complete signature modal + submission plan — SUMMARY, STATE, ROADMAP updated 
- SignatureModal with Draw/Type/Use Saved tabs (signature_pad DPR scaling)
- POST /api/sign/[token] atomic one-time claim, PDF embed, SHA-256 hash, audit trail
- SIGN-04, SIGN-05, LEGAL-01, LEGAL-02 requirements complete
 2026-03-20 11:39:10 -06:00
Chandler Copeland
a3026fb44f docs(06-03): complete signing page plan — SUMMARY, STATE, ROADMAP updated 
- 06-03-SUMMARY.md created with decisions, deviations, file list
- STATE.md advanced to Plan 3 complete; two new decisions recorded
- ROADMAP.md phase 6 updated to 3/6 summaries complete
 2026-03-20 11:32:40 -06:00
Chandler Copeland
90bd066016 docs(06-02): complete email delivery layer plan 
- Add 06-02-SUMMARY.md: SigningRequestEmail, signing-mailer, send route, prepare audit log
- Update STATE.md: Plan 2 complete, decisions logged, session updated
- Update ROADMAP.md: Phase 6 plan progress (2 of 5 summaries)
- Mark SIGN-01 complete in REQUIREMENTS.md
 2026-03-20 11:31:35 -06:00
Chandler Copeland
4bca04f988 docs(06-01): complete signing foundation plan — SUMMARY, STATE, ROADMAP updated 
- created 06-01-SUMMARY.md with full task and decision documentation
- STATE.md: advanced to phase 6 plan 1, added 5 signing foundation decisions
- ROADMAP.md: marked 06-01-PLAN.md complete, Signing Flow at 1/6
- REQUIREMENTS.md: marked SIGN-02, LEGAL-01, LEGAL-02 complete
 2026-03-20 11:27:07 -06:00
Chandler Copeland
f1cb526213 docs(05-01): complete pdf-fill-and-field-mapping plan 01 
- 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>
 2026-03-19 23:57:34 -06:00
Chandler Copeland
7ddc690482 docs(04-03): complete PDF viewer UI plan summary 
- SUMMARY: AddDocumentModal, PdfViewer, /portal/documents/[docId] page
- STATE: current position updated to 04-03 complete, 3/4 plans in phase
- ROADMAP: phase 4 progress updated (3 summaries of 4 plans)
- REQUIREMENTS: DOC-03 marked complete
 2026-03-19 21:47:09 -06:00
Chandler Copeland
c830951afe docs(04-01): complete PDF ingest data layer plan summary 
- Create 04-01-SUMMARY.md: form_templates schema + seed:forms CLI
- Update STATE.md: position advanced to Phase 4 Plan 1 complete
- Update ROADMAP.md: Phase 04 plan progress (1/4 complete)
- Mark requirements DOC-01, DOC-02 complete in REQUIREMENTS.md

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-19 21:34:51 -06:00
Chandler Copeland
ffb1ab629d docs(02-01): complete marketing site shell plan — nav, hero, testimonials, footer 
- Create 02-01-SUMMARY.md with execution results and deviation docs
- Update STATE.md position and session continuity
- Update ROADMAP.md phase 02 progress
- Mark MKTG-01, MKTG-02, MKTG-04 requirements complete
 2026-03-19 15:04:15 -06:00
Chandler Copeland
410fc10e9b docs(01-02): complete login pages and auth UI plan 
- 01-02-SUMMARY.md: branded login page, password toggle, dashboard stub, logout
- STATE.md: advanced to plan 2/3, added three new auth UI decisions
- ROADMAP.md: updated phase 01 progress to 2/3 plans complete
- REQUIREMENTS.md: AUTH-04 marked complete (logout with signed-out confirmation)
 2026-03-19 13:41:19 -06:00
Chandler Copeland
7fdce32d0d docs(01-01): complete foundation scaffold plan 2026-03-19 13:36:14 -06:00
Chandler Copeland
e7faaa5fd9 docs: create roadmap (7 phases) 2026-03-19 12:25:02 -06:00
Chandler Copeland
498ee47445 docs: define v1 requirements 2026-03-19 12:08:52 -06:00