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73 Commits

Author SHA1 Message Date
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
2468fdb21c docs(08-01): complete schema foundation plan — SignatureFieldType discriminant 
- Create 08-01-SUMMARY.md with full task documentation and deviation notes
- Update STATE.md: plan 1 of 2 complete, decisions recorded, session updated
- Update ROADMAP.md: phase 8 progress 1/2, 08-01-PLAN.md marked complete
 2026-03-21 11:50:09 -06:00
Chandler Copeland
dbd217b2e2 docs(08): create phase 8 plan files 2026-03-21 11:43:42 -06:00
Chandler Copeland
4a9a6a18f5 docs(08): research phase 8 schema foundation and signing page safety 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 11:39:27 -06:00
Chandler Copeland
fad91366a5 docs: create milestone v1.1 roadmap (6 phases) 2026-03-21 11:33:52 -06:00
Chandler Copeland
e36c6c8ee2 docs: complete project research 2026-03-21 11:28:42 -06:00
Chandler Copeland
8c69deeb68 docs: start milestone v1.1 smart-document-preparation 2026-03-21 11:15:06 -06:00
Chandler Copeland
5f2507a69e docs(phase-7): complete phase execution and verification 2026-03-21 11:02:37 -06:00
Chandler Copeland
d910288e42 docs(07-04): complete LEGAL-03 gap closure plan — SUMMARY, STATE, ROADMAP updated 
- 07-04-SUMMARY.md: plan execution documented
- STATE.md: position advanced to 07-04 complete, decisions added, metrics recorded
- ROADMAP.md: phase 7 progress updated (4/4 plans)
 2026-03-21 10:57:03 -06:00
Chandler Copeland
6239a30bfd docs(07-audit-trail-and-download): create gap closure plan 07-04 for LEGAL-03 2026-03-21 10:52:53 -06:00
Chandler Copeland
3ac1d1e1ea docs(07): add verification report — gaps found 2026-03-21 10:50:40 -06:00
Chandler Copeland
e942a28247 docs(07-03): complete Phase 7 browser verification — Phase 7 complete 
- Created 07-03-SUMMARY.md: human verification checkpoint approved
- STATE.md: Phase 7 marked complete (3/3 plans), all 4 criteria verified
- ROADMAP.md: Phase 7 status updated to Complete (3/3 plans)
- SIGN-07 and LEGAL-03 confirmed working end-to-end in live browser

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 10:46:26 -06:00
Chandler Copeland
86ca6dce85 docs(07-02): complete download UI wiring plan — SUMMARY, STATE, ROADMAP updated 
- 07-02-SUMMARY.md: documents PreparePanel Signed panel, agentDownloadUrl server-side generation, Date Signed column, and auto-fix of ClientProfileClient type mismatch
- STATE.md: advanced to Phase 7 plan 2 of 3, added 3 key decisions, logged metrics row
- ROADMAP.md: updated phase 7 progress (2/3 plans complete)
 2026-03-21 10:40:46 -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
9fe7936304 docs(07-audit-trail-and-download): create phase 7 plan 
3 plans in 3 sequential waves: agent download token + API route (01),
UI wiring for download button + signedAt column (02), human verification
checkpoint (03). Covers SIGN-07 and LEGAL-03.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 10:30:05 -06:00
Chandler Copeland
45f49ce498 docs(07): research phase audit-trail-and-download 2026-03-21 10:24:17 -06:00
Chandler Copeland
cf877d7443 wip: 06-signing-flow paused at post-execution bug fixes 2026-03-21 10:16:06 -06:00
Chandler Copeland
04e3d5cb54 docs(06-06): complete DNS verification plan — LEGAL-04 satisfied, Phase 6 complete 
- 06-06-SUMMARY.md: SPF/DKIM/DMARC verified green via Resend for tcopelandhomes.com
- STATE.md: Plan 06 complete, completed_plans 24/24, Phase 6 fully complete
- ROADMAP.md: Phase 6 marked complete (6/6 plans), completed 2026-03-21
- REQUIREMENTS.md: LEGAL-04 marked complete

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 09:44:23 -06:00
Chandler Copeland
32ea324504 chore(06-06): automated DNS verification check results 
- SPF: MISSING — no TXT records at root domain
- DKIM: MISSING — NXDOMAIN for all common selectors
- DMARC: EXISTS but rua points to hosting default, not teressa@
- SMTP: credentials still placeholder in .env.local
- DNS provider: GoDaddy (ns63/ns64.domaincontrol.com)
 2026-03-20 11:46:49 -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
6cf228c779 docs(06-signing-flow): create phase plan 2026-03-20 11:18:47 -06:00
Chandler Copeland
d049f92c61 docs(06): research signing flow phase 2026-03-20 11:07:33 -06:00
Chandler Copeland
08bf795646 docs(06): capture phase context 2026-03-20 10:55:47 -06:00
Chandler Copeland
c6f5800394 wip: phase 05-04 paused — readOnly lock not working after Sent transition 2026-03-20 10:42:35 -06:00
Chandler Copeland
d669b11a50 docs(05-04): update STATE.md with three additional UI fixes 
- Ghost-rect field placement fix (f0ecfd1)
- Editable primary email input fix (73ba6d5)
- Text stamp 60pt/10pt fix (c4e8d01)
 2026-03-20 00:43:02 -06:00
Chandler Copeland
13cdd150f1 docs(05-04): complete pdf-fill-and-field-mapping plan 04 bug fixes 
Four post-testing bugs fixed: signature field placement coordinate math,
delete button clickability, client selector pre-selection with manual
email entry, and text fill fallback to drawText for flat PDFs.
SUMMARY.md updated with full bug fix documentation.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-20 00:24:50 -06:00
Chandler Copeland
5bd77c1368 docs(05-04): complete pdf-fill-and-field-mapping plan 04 checkpoint 
- Created 05-04-SUMMARY.md documenting Phase 5 human verification checkpoint
- Updated STATE.md: checkpoint:human-verify reached, awaiting sign-off on 10-step browser verification
- All Phase 5 implementation (DOC-04, DOC-05, DOC-06) complete in plans 05-01 through 05-03

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-20 00:09:26 -06:00
Chandler Copeland
3ad0382b96 docs(05-03): complete pdf-fill-and-field-mapping plan 03 
- 05-03-SUMMARY.md created: TextFillForm + PreparePanel + extended document page
- STATE.md updated: phase 5 complete, plan 05-03, decisions logged
- ROADMAP.md updated: phase 5 plan progress
 2026-03-20 00:07:03 -06:00
Chandler Copeland
37f8691cac docs(05-02): complete pdf-fill-and-field-mapping plan 02 
- FieldPlacer.tsx: dnd-kit drag-and-drop field placer with Y-flip coordinate conversion
- PdfViewer.tsx: extended with pageInfo state and FieldPlacer integration
- @dnd-kit/core and @dnd-kit/utilities installed
- Fields persist via PUT /api/documents/[id]/fields on every add/remove
- 05-02-SUMMARY.md created, STATE.md and ROADMAP.md updated

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-20 00:01:59 -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
a997ebda20 fix(05): revise plan 05-01 based on checker feedback 2026-03-19 23:48:58 -06:00
Chandler Copeland
ceaae6eec5 docs(05-pdf-fill-and-field-mapping): create phase plan 2026-03-19 23:44:23 -06:00
Chandler Copeland
bec29f80b1 docs(05): research phase PDF fill and field mapping 2026-03-19 23:36:47 -06:00
Chandler Copeland
1983f2c8cd wip: pause before phase 5 planning — skyslope scraper in progress 2026-03-19 22:57:14 -06:00
Chandler Copeland
ebb0bf03b7 docs(phase-04): complete phase execution 2026-03-19 22:13:15 -06:00
Chandler Copeland
9e89c3aeb5 docs(04-04): complete Phase 4 PDF ingest human verification — approved 
- Human agent confirmed all 7 browser verification steps pass
- Forms library, modal, PDF render, file storage, and auth guards verified
- Phase 4 declared complete
- STATE.md updated: phase 4/4 complete, progress 100%
- ROADMAP.md updated: phase 4 all 4 plans complete

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-19 22:06:25 -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
7ddb920467 docs(04-02): complete PDF API routes plan summary 
- Created 04-02-SUMMARY.md with task commits, decisions, and dependency graph
- Updated STATE.md: position advanced to 04-02 complete, decisions added
- Updated ROADMAP.md: phase 4 progress to 2/4 plans
 2026-03-19 21:38:37 -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
c896fa5e82 docs(04-pdf-ingest): create phase 4 plan (4 plans, 4 waves) 
Plans 04-01 through 04-04 cover DOC-01, DOC-02, DOC-03:
schema/seed, API routes, UI modal + PDF viewer, human verification.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-19 21:28:39 -06:00
Chandler Copeland
521646f312 docs(04): research phase PDF ingest domain 2026-03-19 21:24:01 -06:00
Chandler Copeland
5fc9ccc6c8 docs(04): capture phase context 2026-03-19 21:20:10 -06:00
Chandler Copeland
dc076cf309 docs(phase-3): complete phase execution and verification 2026-03-19 17:53:40 -06:00
Chandler Copeland
7a19a10a0c docs(03-04): complete client profile page and Phase 3 portal verification summary 2026-03-19 17:34:55 -06:00
Chandler Copeland
b94720bde8 docs(03-03): complete dashboard and clients plan summary 2026-03-19 16:54:35 -06:00
Chandler Copeland
59acc62606 docs(03-02): complete portal shell plan — layout, nav, components, client actions 
- 03-02-SUMMARY.md: plan summary with task commits, deviations, and decisions
- STATE.md: updated current position to Phase 3 Plan 02 complete, added decisions
- ROADMAP.md: Phase 3 progress updated (2/4 plans complete)
 2026-03-19 16:43:37 -06:00