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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

3.1 KiB

Raw Blame History

phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, requirements-completed, duration, completed

phase

plan

subsystem

tags

requires

provides

affects

tech-stack

key-files

key-decisions

patterns-established

requirements-completed

duration

completed

05-pdf-fill-and-field-mapping

human-verify

checkpoint

pdf

signature-fields

document-preparation

phase	provides
05-02-pdf-fill-and-field-mapping	Drag-and-drop FieldPlacer component on PDF pages with DB persistence

phase	provides
05-03-pdf-fill-and-field-mapping	TextFillForm and PreparePanel components wired to /api/documents/[id]/prepare

phase	provides
05-01-pdf-fill-and-field-mapping	POST /api/documents/[id]/prepare endpoint that writes prepared PDF and transitions status to Sent

Human sign-off on Phase 5 end-to-end workflow (DOC-04, DOC-05, DOC-06)

06-signing-flow

added

patterns

Human verification checkpoint: 10-step manual browser walkthrough covering all three requirements

created

modified

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

DOC-04

DOC-05

DOC-06

0min

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:

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

3.1 KiB Raw Blame History