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78d579f965d80f518563610a4d0a355bd20d59e9
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88 Commits

Author SHA1 Message Date
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
e6e4dc92a6 docs(phase-19): complete phase execution 2026-04-06 13:55:07 -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
c03bff8736 docs(19): create phase plan — 3 plans in 3 waves 2026-04-06 12:46:48 -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
caf9acf0c2 docs: create milestone v1.3 roadmap (3 phases, 16 requirements) 2026-04-06 12:05:21 -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
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
e17b2655f1 docs(phase-16): complete phase execution — 4/4 plans, human UAT deferred 2026-04-03 16:36:55 -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
0ca698925f docs(16): create phase plan — 4 plans in 3 waves 2026-04-03 16:16:07 -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
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
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
07555ed6c5 docs(14): create phase plan 2026-04-03 15:11:27 -06:00
Chandler Copeland
4d69253a94 docs: create milestone v1.2 roadmap (4 phases) 2026-04-03 14:59:31 -06:00
Chandler Copeland
136eaf0723 docs(13-03): complete AI Auto-place UI wire-up plan — violet button, aiPlacementKey, handleAiAutoPlace 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 17:10:01 -06:00
Chandler Copeland
970bb4f7cf docs(13-02): complete ai-prepare route plan — POST handler, guard chain, AI pipeline 
- 13-02-SUMMARY.md created with accomplishments, decisions, file list
- STATE.md: plan position advanced to 2/4, decisions logged, session updated
- ROADMAP.md: phase 13 progress updated to 2 summaries

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 17:05:37 -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
df4676c23c docs(13): create phase 13 AI field placement plan 
4 plans in 4 sequential waves covering:
- Plan 01 (TDD): openai install, extract-text.ts, field-placement.ts, aiCoordsToPagePdfSpace unit test
- Plan 02: POST /api/documents/[id]/ai-prepare route with all guards
- Plan 03: UI wiring — aiPlacementKey in FieldPlacer, AI Auto-place button in PreparePanel
- Plan 04: Unit test gate + human E2E verification checkpoint

Satisfies AI-01, AI-02. Completes v1.1 Smart Document Preparation milestone.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 16:54:43 -06:00
Chandler Copeland
2f30503a56 docs(phase-12.1): complete phase execution 2026-03-21 16:36:47 -06:00
Chandler Copeland
698b414249 docs(12.1-02): complete per-field text editing and quick-fill plan — human verification approved 
- Task 3 (human-verify checkpoint) approved: all 12 verification steps passed
- Updated SUMMARY.md: tasks_completed 3, requirements-completed TXTF-01/02/03, verification section
- STATE.md: Phase 12.1 marked complete; session stopped-at updated; decision recorded
- ROADMAP.md: 12.1-01 and 12.1-02 plans marked complete ([x]); roadmap update-plan-progress confirmed 2/2

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 16:32:30 -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
62ba448460 docs(12.1): create phase plan — per-field text editing and quick-fill 2026-03-21 16:15:55 -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
513bbe96d8 docs(12-02): complete filled-document-preview plan 02 — PREV-01 human-verified 
- Update 12-02-SUMMARY.md: add bug fix commits (43f396b scroll lock+portal, bce2a98 text fill coords), human approval, known gap (Phase 12.1 text fill UX redesign deferred)
- STATE.md: Phase 12 COMPLETE, progress 100% (13/13), add decisions for portal modal, text fill coords, Phase 12.1 gap; update session Stopped At
- ROADMAP.md: Phase 12 marked Complete (2/2 summaries)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 15:58:01 -06:00
Chandler Copeland
aba622a765 docs(12-01): complete filled-document-preview plan 01 
- SUMMARY.md with task commits, decisions, self-check
- STATE.md updated: position advanced to phase 12 plan 1/2 complete
- ROADMAP.md updated: phase 12 in progress (1/2 plans complete)
- PREV-01 marked complete in REQUIREMENTS.md
 2026-03-21 15:31:42 -06:00
Chandler Copeland
10d4eb738a docs(12-filled-document-preview): create phase 12 plan 
Two-plan wave structure for PREV-01: preview API route + modal (Plan 01,
Wave 1) then PreparePanel/FieldPlacer wiring + human verification (Plan 02,
Wave 2). Send button gated on previewToken staleness detection.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 15:25:48 -06:00
Chandler Copeland
f3cf24078b docs(phase-11.1): complete phase execution 2026-03-21 15:15:08 -06:00
Chandler Copeland
a9607763fa docs(11.1-03): complete agent-and-client-initials E2E verification plan 2026-03-21 15:08:49 -06:00
Chandler Copeland
babc92be34 docs(11.1-02): complete agent-initials prepare pipeline plan 
- Add 11.1-02-SUMMARY.md with plan execution results
- Update STATE.md: current position, session continuity, decisions
- Update ROADMAP.md: phase 11.1 progress (2/3 summaries)
 2026-03-21 15:05:00 -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
efa7edddbb docs(phase-11): complete phase execution 2026-03-21 14:39:13 -06:00
Chandler Copeland
e594e27f4e docs(11-03): complete Phase 11 human verification — all AGENT requirements confirmed 
- Created 11-03-SUMMARY.md: E2E human verification approved; AGENT-01 through AGENT-04 confirmed live
- Updated STATE.md: Phase 11 complete (11/13 phases), plan 3/3 done, decisions appended
- Updated ROADMAP.md: Phase 11 marked 3/3 Complete

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 14:33:10 -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
7783543158 docs(11-agent-saved-signature-and-signing-workflow): create phase plan 2026-03-21 13:55:38 -06:00
Chandler Copeland
eeb533e3e0 docs(10-03): complete Phase 10 — expanded field types end-to-end 
10-03-SUMMARY.md created. ROADMAP.md marks all phase 10 plans complete.
STATE.md advances to Phase 11 (Agent Saved Signature), 10/13 phases done.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 13:42:28 -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
2205a7bce5 docs(10-expanded-field-types-end-to-end): create phase 10 plan 
Three plans covering the full field type pipeline end-to-end:
- 10-01: FieldPlacer palette extension (5 typed tokens, per-type colors, typed DragOverlay)
- 10-02: preparePdf() type-branched rendering + POST route signable filter and date stamp
- 10-03: SigningPageClient initials capture + overlay suppression + human verification

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 12:45:25 -06:00