---
phase: 05-pdf-fill-and-field-mapping
plan: "04"
subsystem: ui
tags: [human-verify, checkpoint, pdf, signature-fields, document-preparation]

# Dependency graph
requires:
  - phase: 05-02-pdf-fill-and-field-mapping
    provides: Drag-and-drop FieldPlacer component on PDF pages with DB persistence
  - phase: 05-03-pdf-fill-and-field-mapping
    provides: TextFillForm and PreparePanel components wired to /api/documents/[id]/prepare
  - phase: 05-01-pdf-fill-and-field-mapping
    provides: POST /api/documents/[id]/prepare endpoint that writes prepared PDF and transitions status to Sent
provides:
  - Human sign-off on Phase 5 end-to-end workflow (DOC-04, DOC-05, DOC-06)
affects:
  - 06-signing-flow

# Tech tracking
tech-stack:
  added: []
  patterns:
    - "Human verification checkpoint: 10-step manual browser walkthrough covering all three requirements"

key-files:
  created: []
  modified: []

key-decisions:
  - "Phase 5 human verification: tester must confirm drag-and-drop placement, text fill form, client assignment, Prepare and Send, status transitions, and prepared PDF file creation on disk"

patterns-established: []

requirements-completed: [DOC-04, DOC-05, DOC-06]

# Metrics
duration: 0min
completed: "2026-03-20"
---

# Phase 5 Plan 04: Human Verification Checkpoint Summary

**Phase 5 PDF fill and field mapping end-to-end browser verification — awaiting human tester sign-off on all 10 steps covering DOC-04, DOC-05, and DOC-06**

## Performance

- **Duration:** 0 min (checkpoint plan — no auto tasks)
- **Started:** 2026-03-20T06:08:20Z
- **Completed:** Pending human verification
- **Tasks:** 0 auto / 1 checkpoint
- **Files modified:** 0

## Accomplishments

- Checkpoint reached after all Phase 5 implementation plans (05-01 through 05-03) completed
- All three requirements (DOC-04, DOC-05, DOC-06) implemented in prior plans — awaiting human confirmation
- Verification script prepared: 10-step browser walkthrough with expected outcomes for each step

## Task Commits

No auto tasks in this plan — this is a pure human-verification checkpoint.

## Files Created/Modified

None — this plan contains only a human-verification checkpoint task.

## Decisions Made

None - this plan is a blocking checkpoint requiring human verification before Phase 6 begins.

## Deviations from Plan

None - plan executed exactly as written. No auto tasks were present.

## Issues Encountered

None — awaiting human verification.

## User Setup Required

None — application should already be running from prior development. If not:
```bash
cd teressa-copeland-homes && npm run dev
```

## Next Phase Readiness

- **Blocked on:** Human tester completing all 10 verification steps and providing sign-off ("approved" signal)
- Phase 6 (Signing Flow) can begin after this checkpoint passes
- Key Phase 6 blocker: DNS (SPF/DKIM/DMARC) for teressacopelandhomes.com must be configured before signing links reach real clients

---
*Phase: 05-pdf-fill-and-field-mapping*
*Completed: 2026-03-20 (pending human sign-off)*

## Self-Check: PASSED

- No auto tasks to verify — checkpoint plan only
- SUMMARY.md created at expected path