5bd77c1368
- 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>
101 lines
3.1 KiB
Markdown
101 lines
3.1 KiB
Markdown
---
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phase: 05-pdf-fill-and-field-mapping
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plan: "04"
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subsystem: ui
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tags: [human-verify, checkpoint, pdf, signature-fields, document-preparation]
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# Dependency graph
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requires:
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- phase: 05-02-pdf-fill-and-field-mapping
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provides: Drag-and-drop FieldPlacer component on PDF pages with DB persistence
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- phase: 05-03-pdf-fill-and-field-mapping
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provides: TextFillForm and PreparePanel components wired to /api/documents/[id]/prepare
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- phase: 05-01-pdf-fill-and-field-mapping
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provides: POST /api/documents/[id]/prepare endpoint that writes prepared PDF and transitions status to Sent
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provides:
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- Human sign-off on Phase 5 end-to-end workflow (DOC-04, DOC-05, DOC-06)
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affects:
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- 06-signing-flow
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- "Human verification checkpoint: 10-step manual browser walkthrough covering all three requirements"
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key-files:
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created: []
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modified: []
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key-decisions:
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- "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"
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patterns-established: []
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requirements-completed: [DOC-04, DOC-05, DOC-06]
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# Metrics
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duration: 0min
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completed: "2026-03-20"
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---
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# Phase 5 Plan 04: Human Verification Checkpoint Summary
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**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**
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## Performance
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- **Duration:** 0 min (checkpoint plan — no auto tasks)
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- **Started:** 2026-03-20T06:08:20Z
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- **Completed:** Pending human verification
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- **Tasks:** 0 auto / 1 checkpoint
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- **Files modified:** 0
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## Accomplishments
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- Checkpoint reached after all Phase 5 implementation plans (05-01 through 05-03) completed
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- All three requirements (DOC-04, DOC-05, DOC-06) implemented in prior plans — awaiting human confirmation
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- Verification script prepared: 10-step browser walkthrough with expected outcomes for each step
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## Task Commits
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No auto tasks in this plan — this is a pure human-verification checkpoint.
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## Files Created/Modified
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None — this plan contains only a human-verification checkpoint task.
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## Decisions Made
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None - this plan is a blocking checkpoint requiring human verification before Phase 6 begins.
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## Deviations from Plan
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None - plan executed exactly as written. No auto tasks were present.
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## Issues Encountered
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None — awaiting human verification.
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## User Setup Required
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None — application should already be running from prior development. If not:
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```bash
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cd teressa-copeland-homes && npm run dev
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```
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## Next Phase Readiness
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- **Blocked on:** Human tester completing all 10 verification steps and providing sign-off ("approved" signal)
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- Phase 6 (Signing Flow) can begin after this checkpoint passes
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- Key Phase 6 blocker: DNS (SPF/DKIM/DMARC) for teressacopelandhomes.com must be configured before signing links reach real clients
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---
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*Phase: 05-pdf-fill-and-field-mapping*
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*Completed: 2026-03-20 (pending human sign-off)*
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## Self-Check: PASSED
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- No auto tasks to verify — checkpoint plan only
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- SUMMARY.md created at expected path
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