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
ceaae6eec5
docs(05-pdf-fill-and-field-mapping): create phase plan
2026-03-19 23:44:23 -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
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
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
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
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
e7faaa5fd9
docs: create roadmap (7 phases)
2026-03-19 12:25:02 -06:00
