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9117dc4c02
initial install
main
Chandler Copeland
2026-04-08 12:54:58 -06:00
71cef4d7b6
docs(phase-20): complete phase execution
Chandler Copeland
2026-04-06 15:15:43 -06:00
7621007a60
docs(20-02): complete plan — human verified all 12 steps, v1.3 milestone shipped
Chandler Copeland
2026-04-06 15:02:24 -06:00
81a39c8e59
docs(20-02): complete template hint quick-fill plan
Chandler Copeland
2026-04-06 14:55:19 -06:00
eec0bd91c9
feat(20-02): add template hint quick-fill chip to PreparePanel
Chandler Copeland
2026-04-06 14:54:09 -06:00
78d579f965
docs(20-01): complete apply-template plan — My Templates tab + template apply branch
Chandler Copeland
2026-04-06 14:52:31 -06:00
2947fa558c
feat(20-01): add My Templates tab to AddDocumentModal
Chandler Copeland
2026-04-06 14:51:23 -06:00
bdf0cb02ff
feat(20-01): extend POST /api/documents with documentTemplateId branch
Chandler Copeland
2026-04-06 14:50:24 -06:00
af5beaf5cb
docs(phase-20): create phase plan — apply template and portal nav
Chandler Copeland
2026-04-06 14:10:38 -06:00
9081342e1b
docs(phase-20): add validation strategy
Chandler Copeland
2026-04-06 14:06:37 -06:00
64e5f730df
docs(phase-20): research apply-template-and-portal-nav phase
Chandler Copeland
2026-04-06 14:05:44 -06:00
880f374c44
docs(phase-20): gather context for apply-template phase
Chandler Copeland
2026-04-06 13:59:46 -06:00
db7a76defc
fix(portal): raise ConfirmDialog z-index to 1000 to clear FieldPlacer overlays and nav stacking context
Chandler Copeland
2026-04-06 13:55:14 -06:00
e6e4dc92a6
docs(phase-19): complete phase execution
Chandler Copeland
2026-04-06 13:55:07 -06:00
687ff48ee7
docs(19-03): complete Phase 19 template editor UI — human verification passed
Chandler Copeland
2026-04-06 13:47:54 -06:00
80f6678e48
docs(19-03): complete template editor E2E verification plan
Chandler Copeland
2026-04-06 13:18:37 -06:00
c81e1e2187
docs(19-02): complete template editor UI plan
Chandler Copeland
2026-04-06 13:17:09 -06:00
10ea48d5ba
feat(19-02): template editor page, TemplatePageClient, and TemplatePanel
Chandler Copeland
2026-04-06 13:15:23 -06:00
4ca0769cf2
feat(19-02): templates list page with create-template modal
Chandler Copeland
2026-04-06 13:13:29 -06:00
6745c2057c
docs(19-01): complete template editor infrastructure plan
Chandler Copeland
2026-04-06 13:11:40 -06:00
275565c933
feat(19-01): create template API routes — file, fields, ai-prepare
Chandler Copeland
2026-04-06 13:10:02 -06:00
57efd91fa2
feat(19-01): add onPersist, fieldsUrl, fileUrl props and Templates nav link
Chandler Copeland
2026-04-06 13:09:19 -06:00
8bc3b2dfbe
fix(19): revise plan 02 — remove client-text contradiction in handlePersist
Chandler Copeland
2026-04-06 12:52:01 -06:00
c03bff8736
docs(19): create phase plan — 3 plans in 3 waves
Chandler Copeland
2026-04-06 12:46:48 -06:00
a8741f7654
docs(phase-19): add validation strategy
Chandler Copeland
2026-04-06 12:39:52 -06:00
35da140559
docs(19): research phase 19 template editor UI
Chandler Copeland
2026-04-06 12:39:01 -06:00
d941c68f58
docs(19): UI design contract
Chandler Copeland
2026-04-06 12:31:10 -06:00
ff07cd049c
docs(phase-19): gather context for template editor UI phase
Chandler Copeland
2026-04-06 12:24:17 -06:00
bb3545e536
docs(phase-18): verification passed — 8/8 must-haves, documentTemplates table + CRUD API complete
Chandler Copeland
2026-04-06 12:20:41 -06:00
6c5722fc61
docs(18-02): complete template CRUD API plan
Chandler Copeland
2026-04-06 12:18:45 -06:00
12a74fcf4a
feat(18-02): PATCH and DELETE handlers at /api/templates/[id]
Chandler Copeland
2026-04-06 12:17:39 -06:00
28c7773b40
feat(18-02): GET and POST handlers at /api/templates
Chandler Copeland
2026-04-06 12:17:18 -06:00
752a6b7509
docs(18-01): complete template schema plan — documentTemplates table + migration 0012
Chandler Copeland
2026-04-06 12:16:09 -06:00
c33c4ec075
chore(18-01): generate migration 0012 for document_templates table
Chandler Copeland
2026-04-06 12:15:12 -06:00
9e677f9505
feat(18-01): add documentTemplates table and relation to schema.ts
Chandler Copeland
2026-04-06 12:15:01 -06:00
421688f7f7
docs(18): create phase plan — schema + CRUD API for document templates
Chandler Copeland
2026-04-06 12:11:45 -06:00
1afac9df1c
docs(phase-18): gather context for template schema and CRUD API
Chandler Copeland
2026-04-06 12:08:26 -06:00
caf9acf0c2
docs: create milestone v1.3 roadmap (3 phases, 16 requirements)
Chandler Copeland
2026-04-06 12:05:21 -06:00
05d531a929
docs: define milestone v1.3 requirements (TMPL-01 through TMPL-16)
Chandler Copeland
2026-04-06 11:55:49 -06:00
f83dba5e69
docs: complete project research
Chandler Copeland
2026-04-06 11:54:40 -06:00
a027b8fbf4
docs: start milestone v1.3 Document Templates
Chandler Copeland
2026-04-06 11:48:07 -06:00
6013dfe89f
feat: client-text and client-checkbox field types — signer fills text/checks boxes on signing page
Chandler Copeland
2026-04-06 11:35:30 -06:00
116fa2bdfb
chore: add start.sh and seed-forms.sh deployment scripts
Chandler Copeland
2026-04-03 18:36:51 -06:00
e2bda51d91
feat: per-signer status panel with Resend button on sent documents, fix sign page field filter
Chandler Copeland
2026-04-03 18:21:07 -06:00
bc0495dea9
fix(signing): filter fields by signer on sign page — was passing all fields unfiltered
Chandler Copeland
2026-04-03 18:14:46 -06:00
4fe7913d7e
fix(email): switch to SMTP port 587 STARTTLS — port 465 SSL blocked in Docker
Chandler Copeland
2026-04-03 18:06:33 -06:00
2d2a43a3c9
fix(docker): polyfill DOMMatrix/ImageData/Path2D for pdfjs-dist in linux/amd64 container via NODE_OPTIONS --require
Chandler Copeland
2026-04-03 18:02:39 -06:00
f15e538f5c
fix(ui): uniform card heights, tinted bottom section on client cards
Chandler Copeland
2026-04-03 17:51:44 -06:00
ac42fa1fc7
fix: show additional contacts on client profile page
Chandler Copeland
2026-04-03 17:49:13 -06:00
47bc0f4cfa
fix: remove redundant recipients field — signers system handles all email dispatch
Chandler Copeland
2026-04-03 17:46:30 -06:00
a00d52216e
feat(clients): show contacts on client cards, auto-persist seeded signers to DB
Chandler Copeland
2026-04-03 17:41:51 -06:00
81ce0b9ab0
feat(clients): multi-contact support — co-buyers, auto-seed document signers from client contacts
Chandler Copeland
2026-04-03 17:37:39 -06:00
4f25a8c124
fix(signers): show invalid email error, persist signers immediately via PATCH, add PATCH /api/documents/[id]
Chandler Copeland
2026-04-03 17:29:27 -06:00
07cfaf0511
fix(docker): add credentials fields to auth provider, postgres service, expose port 5433, AUTH_URL/AUTH_TRUST_HOST in env example
Chandler Copeland
2026-04-03 17:21:01 -06:00
3da9610c6f
docs(phase-17): verification passed — 9/9 must-haves, 3 human UAT items
Chandler Copeland
2026-04-03 17:01:25 -06:00
4a7605bbb9
docs(17-02): complete docker deployment files plan — SUMMARY.md, STATE.md, ROADMAP.md, REQUIREMENTS.md
Chandler Copeland
2026-04-03 16:58:26 -06:00
72c23f8bba
feat(17-02): DEPLOYMENT.md with env setup, migration from host, docker compose up, health check
Chandler Copeland
2026-04-03 16:56:43 -06:00
a107970269
feat(17-02): docker-compose.yml with env_file secrets, DNS fix, named volume; update .gitignore
Chandler Copeland
2026-04-03 16:56:25 -06:00
e83ced580d
feat(17-02): Dockerfile three-stage build, .dockerignore, .env.production.example
Chandler Copeland
2026-04-03 16:56:09 -06:00
aa1d8d48fe
docs(17-01): complete docker deployment prep plan
Chandler Copeland
2026-04-03 16:54:55 -06:00
57326d77e7
feat(17-01): add GET /api/health endpoint with DB connectivity check
Chandler Copeland
2026-04-03 16:53:42 -06:00
fa7d6a9636
feat(17-01): enable standalone output, limit DB pool to 5, remove @vercel/blob
Chandler Copeland
2026-04-03 16:53:18 -06:00
62a216fccf
fix(17): add DEPLOYMENT.md task to 17-02 per checker feedback
Chandler Copeland
2026-04-03 16:50:31 -06:00
86e43d442c
docs(17): create phase plan for Docker deployment
Chandler Copeland
2026-04-03 16:46:24 -06:00
5e6b50a1e1
docs(phase-17): gather context for Docker deployment phase
Chandler Copeland
2026-04-03 16:41:12 -06:00
e17b2655f1
docs(phase-16): complete phase execution — 4/4 plans, human UAT deferred
Chandler Copeland
2026-04-03 16:36:55 -06:00
fd08e4e63c
docs(phase-16): verification passed — 11/11 must-haves, 4 human UAT items
Chandler Copeland
2026-04-03 16:36:48 -06:00
64c1b5b8ae
docs(16-04): complete dashboard N/M signed badge plan
Chandler Copeland
2026-04-03 16:32:42 -06:00
29557f06e0
feat(16-04): render N/M signed badge in DocumentsTable Status column
Chandler Copeland
2026-04-03 16:31:04 -06:00
ad4e27af42
feat(16-04): enrich dashboard rows with signedCount, totalSigners, hasMultipleSigners
Chandler Copeland
2026-04-03 16:29:17 -06:00
377133074b
docs(16-02): complete PreparePanel signer list plan
Chandler Copeland
2026-04-03 16:27:13 -06:00
1c8551c30d
feat(16-02): PreparePanel signer list UI, send-block validation, persist signers to DB
Chandler Copeland
2026-04-03 16:26:53 -06:00
25576c0d1b
docs(16-03): complete FieldPlacer signer selector plan
Chandler Copeland
2026-04-03 16:26:04 -06:00
d768fc6aae
feat(16-03): active signer selector, per-signer field coloring, unassigned field red highlight
Chandler Copeland
2026-04-03 16:25:39 -06:00
4e9d373e1d
docs(16-01): complete multi-signer state wiring plan
Chandler Copeland
2026-04-03 16:22:39 -06:00
9da2cc67fd
feat(16-01): thread signers and unassignedFieldIds through PdfViewer chain to FieldPlacer
Chandler Copeland
2026-04-03 16:21:20 -06:00
ac1f1d6cec
feat(16-01): thread signers state through DocumentPageClient
Chandler Copeland
2026-04-03 16:21:13 -06:00
0ca698925f
docs(16): create phase plan — 4 plans in 3 waves
Chandler Copeland
2026-04-03 16:16:07 -06:00
3ab49004cf
docs(16): fix spacing violations flagged by ui-checker
Chandler Copeland
2026-04-03 16:07:45 -06:00
f62354e628
docs(16): UI design contract
Chandler Copeland
2026-04-03 16:04:20 -06:00
7311d30ad6
docs(phase-16): gather context for multi-signer UI phase
Chandler Copeland
2026-04-03 15:59:46 -06:00
9dc6b27174
docs(phase-15): complete phase execution — 3/3 plans, human UAT deferred
Chandler Copeland
2026-04-03 15:56:22 -06:00
163de9f162
docs(phase-15): verification passed — 17/17 must-haves, 3 human UAT items
Chandler Copeland
2026-04-03 15:52:40 -06:00
db868aebb5
docs(15-03): complete signer-aware sign route plan — atomic completion, accumulate PDF
Chandler Copeland
2026-04-03 15:49:09 -06:00
a19163855b
docs(15-02): complete multi-signer send route plan
Chandler Copeland
2026-04-03 15:48:01 -06:00
1749e10e9c
feat(15-03): signer-aware POST handler with accumulate PDF and atomic completion
Chandler Copeland
2026-04-03 15:47:37 -06:00
7a04a4f617
feat(15-02): rewrite send route with multi-signer token loop and legacy fallback
Chandler Copeland
2026-04-03 15:46:44 -06:00
0f97c4233f
feat(15-03): signer-aware GET field filter and updated imports
Chandler Copeland
2026-04-03 15:45:59 -06:00
00c5e5df33
docs(15-01): complete multi-signer utility building blocks plan
Chandler Copeland
2026-04-03 15:44:37 -06:00
14efa1dce4
feat(15-01): create public signer download route GET /api/sign/download/[token]
Chandler Copeland
2026-04-03 15:43:40 -06:00
e1cdfe9b7b
feat(15-01): add sendSignerCompletionEmail to signing-mailer
Chandler Copeland
2026-04-03 15:43:17 -06:00
70c48cc377
feat(15-01): extend createSigningToken with signerEmail, add signer-download token pair
Chandler Copeland
2026-04-03 15:43:00 -06:00
cdd4b8b38c
docs(15): create phase plan — multi-signer backend (3 plans, 2 waves)
Chandler Copeland
2026-04-03 15:39:09 -06:00
89b4b13f8a
docs(phase-15): add research and validation strategy
Chandler Copeland
2026-04-03 15:32:47 -06:00
4a3895f8a0
docs(15): research multi-signer backend phase
Chandler Copeland
2026-04-03 15:31:57 -06:00
817d53ae12
docs(phase-15): gather context for multi-signer backend phase
Chandler Copeland
2026-04-03 15:26:34 -06:00
71e1191dd1
docs(phase-14): verification passed — 6/6 must-haves, migration 0010 applied cleanly
Chandler Copeland
2026-04-03 15:20:26 -06:00
cdb1f4924e
docs(14-01): complete multi-signer schema plan — migration 0010 applied
Chandler Copeland
2026-04-03 15:17:25 -06:00
363949124c
feat(14-01): generate and apply Drizzle migration 0010 for multi-signer columns
Chandler Copeland
2026-04-03 15:16:15 -06:00
c658f13ea0
feat(14-01): add multi-signer types and columns to schema.ts
Chandler Copeland
2026-04-03 15:15:32 -06:00