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37f8691cacfaddcf7beae7f99fffc9ac444f1738
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19 Commits

Author SHA1 Message Date
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
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
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
Chandler Copeland
4d9c74a1e3 docs(phase-02): complete phase execution 2026-03-19 15:27:47 -06:00
Chandler Copeland
9500f812e0 docs(02-03): complete human verification — phase 2 approved 
- All 7 checklist items approved by human reviewer
- Visual fixes applied: hero objectPosition 20%, contact form white inputs, testimonial gold accent bar
- Phase 2 marketing site marked complete (MKTG-01 through MKTG-04 satisfied)
- STATE.md updated: phase 2 complete, 6/6 plans done, progress 40%
 2026-03-19 15:19:22 -06:00
Chandler Copeland
5842ffc9f3 docs(02-02): complete contact form plan — SUMMARY, STATE, plans tracked 
- Create 02-02-SUMMARY.md: contact form outcomes, decisions, deviations
- Update STATE.md: position, decisions (nodemailer v7 pin, useActionState React 19, honeypot pattern)
- Add 02-01-PLAN.md, 02-02-PLAN.md, 02-03-PLAN.md to version control
- Mark MKTG-03 requirement complete

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-19 15:04:45 -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
6590e5fcf5 docs(phase-1): complete phase execution — Foundation ✓ 
All 3 plans executed, 4/4 requirements satisfied, 5/5 must-haves verified.
Auth flow human-approved. Switching to local PostgreSQL + home Docker server.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-19 14:34:56 -06:00
Chandler Copeland
8bc09e4ea7 docs: switch infrastructure to local PostgreSQL + home Docker server (no Vercel/Neon) 2026-03-19 13:51:49 -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