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151 Commits

Author SHA1 Message Date
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
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
Chandler Copeland
3cda82df51 docs(03-agent-portal-shell): create phase 3 plan — 4 plans in 4 waves 2026-03-19 16:13:10 -06:00
Chandler Copeland
d4fd2bcdc8 docs(03): research phase agent-portal-shell 2026-03-19 16:04:17 -06:00
Chandler Copeland
c6cd488fa3 docs(03): capture phase context 2026-03-19 15:59:08 -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
0cdf3e5f7d docs(02): research phase - marketing site 
Research covering Next.js App Router patterns, Nodemailer SMTP contact form,
pure-React testimonials carousel, honeypot spam protection, and React 19
useActionState API for the public marketing homepage phase.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-19 14:50:36 -06:00
Chandler Copeland
0167c00462 docs(02): add placeholder assets guidance to context 2026-03-19 14:46:01 -06:00
Chandler Copeland
8b9163eda3 docs(02): capture marketing site phase context 2026-03-19 14:45:43 -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
0ca13987f5 docs(01-03): complete local env setup and auth flow verification 
All 7 auth flow tests passed (human verified). Fixed Edge Runtime
middleware incompatibility and (protected) route group split.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-19 14:23:20 -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
41703bf74b docs(01-foundation): create phase 1 plan 2026-03-19 13:24:04 -06:00
Chandler Copeland
e1c6e3cce7 docs(01): research phase foundation — Next.js 15 Auth.js v5 Drizzle Neon Vercel 2026-03-19 13:16:29 -06:00