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71cef4d7b600988a77c622fbd3b3cf23e5675a23
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176 Commits

Author SHA1 Message Date
Chandler Copeland
71cef4d7b6 docs(phase-20): complete phase execution 2026-04-06 15:15:43 -06:00
Chandler Copeland
7621007a60 docs(20-02): complete plan — human verified all 12 steps, v1.3 milestone shipped 
- 20-02-SUMMARY.md updated with full human verification results (TMPL-10 through TMPL-16)
- STATE.md: phase 20 marked complete, progress 100% (65/65 plans)
- ROADMAP.md: v1.2 and v1.3 milestones marked shipped
 2026-04-06 15:02:24 -06:00
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
af5beaf5cb docs(phase-20): create phase plan — apply template and portal nav 2026-04-06 14:10:38 -06:00
Chandler Copeland
9081342e1b docs(phase-20): add validation strategy 2026-04-06 14:06:37 -06:00
Chandler Copeland
64e5f730df docs(phase-20): research apply-template-and-portal-nav phase 2026-04-06 14:05:44 -06:00
Chandler Copeland
880f374c44 docs(phase-20): gather context for apply-template phase 2026-04-06 13:59:46 -06:00
Chandler Copeland
e6e4dc92a6 docs(phase-19): complete phase execution 2026-04-06 13:55:07 -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
80f6678e48 docs(19-03): complete template editor E2E verification plan 
- Created 19-03-SUMMARY.md for human-verify checkpoint
- STATE.md advanced to plan 3/3, progress 98%
- ROADMAP.md phase 19 marked Complete (3/3 plans)
- TMPL-05 through TMPL-09 requirements confirmed complete

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
 2026-04-06 13:18:37 -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
6745c2057c docs(19-01): complete template editor infrastructure plan 2026-04-06 13:11:40 -06:00
Chandler Copeland
8bc3b2dfbe fix(19): revise plan 02 — remove client-text contradiction in handlePersist 2026-04-06 12:52:01 -06:00
Chandler Copeland
c03bff8736 docs(19): create phase plan — 3 plans in 3 waves 2026-04-06 12:46:48 -06:00
Chandler Copeland
a8741f7654 docs(phase-19): add validation strategy 2026-04-06 12:39:52 -06:00
Chandler Copeland
35da140559 docs(19): research phase 19 template editor UI 2026-04-06 12:39:01 -06:00
Chandler Copeland
d941c68f58 docs(19): UI design contract 2026-04-06 12:31:10 -06:00
Chandler Copeland
ff07cd049c docs(phase-19): gather context for template editor UI phase 2026-04-06 12:24:17 -06:00
Chandler Copeland
bb3545e536 docs(phase-18): verification passed — 8/8 must-haves, documentTemplates table + CRUD API complete 2026-04-06 12:20:41 -06:00
Chandler Copeland
6c5722fc61 docs(18-02): complete template CRUD API plan 
- 18-02-SUMMARY.md: GET/POST/PATCH/DELETE routes with soft-delete and auth guard
- STATE.md: advanced to plan 2/2, progress 98%, decisions recorded
- ROADMAP.md: Phase 18 marked Complete (2/2 plans)
 2026-04-06 12:18:45 -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
421688f7f7 docs(18): create phase plan — schema + CRUD API for document templates 2026-04-06 12:11:45 -06:00
Chandler Copeland
1afac9df1c docs(phase-18): gather context for template schema and CRUD API 2026-04-06 12:08:26 -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
a027b8fbf4 docs: start milestone v1.3 Document Templates 2026-04-06 11:48:07 -06:00
Chandler Copeland
3da9610c6f docs(phase-17): verification passed — 9/9 must-haves, 3 human UAT items 2026-04-03 17:01:25 -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
62a216fccf fix(17): add DEPLOYMENT.md task to 17-02 per checker feedback 2026-04-03 16:50:31 -06:00
Chandler Copeland
86e43d442c docs(17): create phase plan for Docker deployment 
Two plans in 2 waves:
- Plan 01 (Wave 1): standalone output, DB pool limit, remove @vercel/blob, health endpoint
- Plan 02 (Wave 2): Dockerfile, docker-compose.yml, .dockerignore, .env.production.example

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
 2026-04-03 16:46:24 -06:00
Chandler Copeland
5e6b50a1e1 docs(phase-17): gather context for Docker deployment phase 2026-04-03 16:41:12 -06:00
Chandler Copeland
e17b2655f1 docs(phase-16): complete phase execution — 4/4 plans, human UAT deferred 2026-04-03 16:36:55 -06:00
Chandler Copeland
fd08e4e63c docs(phase-16): verification passed — 11/11 must-haves, 4 human UAT items 2026-04-03 16:36:48 -06:00
Chandler Copeland
64c1b5b8ae docs(16-04): complete dashboard N/M signed badge plan 
- Add 16-04-SUMMARY.md
- Update STATE.md: advance plan, update progress, record metrics and session
 2026-04-03 16:32:42 -06:00
Chandler Copeland
377133074b docs(16-02): complete PreparePanel signer list plan 2026-04-03 16:27:13 -06:00
Chandler Copeland
25576c0d1b docs(16-03): complete FieldPlacer signer selector plan 2026-04-03 16:26:04 -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
0ca698925f docs(16): create phase plan — 4 plans in 3 waves 2026-04-03 16:16:07 -06:00
Chandler Copeland
3ab49004cf docs(16): fix spacing violations flagged by ui-checker 
- Replace gap-1.5 (6px) with gap-2 (8px) in signer row
- Replace padding 6px 8px with py-1 px-2 (4px/8px) in signer row
- Raise touch target exception from 28px to 32px, name override as touch-target-compact-remove with rationale
- Rename "Add" button to "Add Signer" (verb+noun CTA per Dimension 1)

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
 2026-04-03 16:07:45 -06:00
Chandler Copeland
f62354e628 docs(16): UI design contract 2026-04-03 16:04:20 -06:00
Chandler Copeland
7311d30ad6 docs(phase-16): gather context for multi-signer UI phase 2026-04-03 15:59:46 -06:00
Chandler Copeland
9dc6b27174 docs(phase-15): complete phase execution — 3/3 plans, human UAT deferred 2026-04-03 15:56:22 -06:00
Chandler Copeland
163de9f162 docs(phase-15): verification passed — 17/17 must-haves, 3 human UAT items 2026-04-03 15:52:40 -06:00
Chandler Copeland
db868aebb5 docs(15-03): complete signer-aware sign route plan — atomic completion, accumulate PDF 2026-04-03 15:49:09 -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
cdd4b8b38c docs(15): create phase plan — multi-signer backend (3 plans, 2 waves) 2026-04-03 15:39:09 -06:00
Chandler Copeland
89b4b13f8a docs(phase-15): add research and validation strategy 2026-04-03 15:32:47 -06:00