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db8a63f6a35c3330ea53c8d275fdd0c35528e5b9
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93 Commits

Author SHA1 Message Date
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
422c9a89aa docs(12-02): checkpoint after tasks 1+2 — PreparePanel preview wiring complete 
- SUMMARY.md created documenting Tasks 1+2 completion
- STATE.md updated: position at checkpoint:human-verify Task 3
- Decisions recorded: previewToken lifted to DocumentPageClient, wiring pattern
 2026-03-21 15:38:18 -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
06b96cd3c2 docs(12): research phase filled-document-preview 2026-03-21 15:20:26 -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
e673799246 docs(11.1): research phase — agent and client initials 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 14:46:00 -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
e89c2b3f1b docs(11): research agent saved signature phase 2026-03-21 13:48:26 -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
4d699fd474 wip: phase-10 paused at plan-03 task-2/2 (human verification checkpoint) 2026-03-21 13:30:44 -06:00
Chandler Copeland
9f190b3fc8 docs(10-01): complete expanded field types palette plan — SUMMARY, STATE, ROADMAP, REQUIREMENTS 
- Create 10-01-SUMMARY.md with decisions, deviations, and phase readiness
- Update STATE.md: phase 10 current position, 10-01 decisions recorded
- Update ROADMAP.md: phase 10 plan progress (1/3 plans complete)
- Update REQUIREMENTS.md: mark FIELD-03 complete
 2026-03-21 12:52:13 -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
Chandler Copeland
fadfbb3fd7 docs(phase-10): research expanded field types end-to-end 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 12:38:49 -06:00
Chandler Copeland
d1e4979e1f docs(phase-9): complete phase execution 2026-03-21 12:32:39 -06:00
Chandler Copeland
a784e50e10 docs(09-01): complete client-property-address plan — SUMMARY, STATE, ROADMAP 
- 09-01-SUMMARY.md created documenting all 3 tasks and 2 auto-fixed deviations
- STATE.md updated: Phase 9 complete, session continuity, two decisions added
- ROADMAP.md updated: Phase 9 marked Complete (1/1 plans)
- REQUIREMENTS.md: CLIENT-04 and CLIENT-05 marked complete
 2026-03-21 12:22:12 -06:00
Chandler Copeland
569dc0fc97 docs(09-client-property-address): create phase plan 2026-03-21 12:09:21 -06:00
Chandler Copeland
b37cba4030 docs(09): research phase client-property-address 2026-03-21 12:05:08 -06:00
Chandler Copeland
fbf9e0aa98 docs(phase-08): complete phase execution 2026-03-21 12:00:27 -06:00
Chandler Copeland
0cfe0d9e7a docs(08-02): complete signing page safety plan — Phase 8 fully done 
- 08-02-SUMMARY.md: server-side filter + type-branching guards documented
- STATE.md: position advanced to Phase 9, decisions recorded, progress 62%
- ROADMAP.md: Phase 8 marked Complete (2/2 plans)
- REQUIREMENTS.md: FIELD-01 marked complete

Phase 8 ships atomically: schema discriminant (08-01) + boundary enforcement (08-02)
 2026-03-21 11:56:15 -06:00
Chandler Copeland
2468fdb21c docs(08-01): complete schema foundation plan — SignatureFieldType discriminant 
- Create 08-01-SUMMARY.md with full task documentation and deviation notes
- Update STATE.md: plan 1 of 2 complete, decisions recorded, session updated
- Update ROADMAP.md: phase 8 progress 1/2, 08-01-PLAN.md marked complete
 2026-03-21 11:50:09 -06:00
Chandler Copeland
dbd217b2e2 docs(08): create phase 8 plan files 2026-03-21 11:43:42 -06:00
Chandler Copeland
4a9a6a18f5 docs(08): research phase 8 schema foundation and signing page safety 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 11:39:27 -06:00
Chandler Copeland
5f2507a69e docs(phase-7): complete phase execution and verification 2026-03-21 11:02:37 -06:00
Chandler Copeland
d910288e42 docs(07-04): complete LEGAL-03 gap closure plan — SUMMARY, STATE, ROADMAP updated 
- 07-04-SUMMARY.md: plan execution documented
- STATE.md: position advanced to 07-04 complete, decisions added, metrics recorded
- ROADMAP.md: phase 7 progress updated (4/4 plans)
 2026-03-21 10:57:03 -06:00
Chandler Copeland
6239a30bfd docs(07-audit-trail-and-download): create gap closure plan 07-04 for LEGAL-03 2026-03-21 10:52:53 -06:00
Chandler Copeland
3ac1d1e1ea docs(07): add verification report — gaps found 2026-03-21 10:50:40 -06:00
Chandler Copeland
e942a28247 docs(07-03): complete Phase 7 browser verification — Phase 7 complete 
- Created 07-03-SUMMARY.md: human verification checkpoint approved
- STATE.md: Phase 7 marked complete (3/3 plans), all 4 criteria verified
- ROADMAP.md: Phase 7 status updated to Complete (3/3 plans)
- SIGN-07 and LEGAL-03 confirmed working end-to-end in live browser

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 10:46:26 -06:00
Chandler Copeland
86ca6dce85 docs(07-02): complete download UI wiring plan — SUMMARY, STATE, ROADMAP updated 
- 07-02-SUMMARY.md: documents PreparePanel Signed panel, agentDownloadUrl server-side generation, Date Signed column, and auto-fix of ClientProfileClient type mismatch
- STATE.md: advanced to Phase 7 plan 2 of 3, added 3 key decisions, logged metrics row
- ROADMAP.md: updated phase 7 progress (2/3 plans complete)
 2026-03-21 10:40:46 -06:00
Chandler Copeland
36069cb1ef docs(07-01): complete agent download token and route plan 
- 07-01-SUMMARY.md: execution summary with decisions and file references
- STATE.md: position updated to Phase 7 Plan 1 complete; two decisions logged
- ROADMAP.md: Phase 7 progress updated (1/3 plans complete)
- REQUIREMENTS.md: SIGN-07 and LEGAL-03 marked complete
 2026-03-21 10:36:19 -06:00
Chandler Copeland
9fe7936304 docs(07-audit-trail-and-download): create phase 7 plan 
3 plans in 3 sequential waves: agent download token + API route (01),
UI wiring for download button + signedAt column (02), human verification
checkpoint (03). Covers SIGN-07 and LEGAL-03.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 10:30:05 -06:00
Chandler Copeland
45f49ce498 docs(07): research phase audit-trail-and-download 2026-03-21 10:24:17 -06:00
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