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e594e27f4e8706d8229b6a36978242018d21c2ea
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47 Commits

Author SHA1 Message Date
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
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
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
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
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
fad91366a5 docs: create milestone v1.1 roadmap (6 phases) 2026-03-21 11:33:52 -06:00
Chandler Copeland
8c69deeb68 docs: start milestone v1.1 smart-document-preparation 2026-03-21 11:15:06 -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
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
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
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
d669b11a50 docs(05-04): update STATE.md with three additional UI fixes 
- Ghost-rect field placement fix (f0ecfd1)
- Editable primary email input fix (73ba6d5)
- Text stamp 60pt/10pt fix (c4e8d01)
 2026-03-20 00:43:02 -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
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
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
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
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
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
e7faaa5fd9 docs: create roadmap (7 phases) 2026-03-19 12:25:02 -06:00