9f190b3fc8
- 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
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9.5 KiB
Requirements: Teressa Copeland Homes
Defined: 2026-03-19 Core Value: Teressa can prepare and send any real estate form to a client for signing in minutes, from her browser, without leaving her site.
v1 Requirements
Marketing Site
- MKTG-01: Visitor sees a hero section with Teressa's professional photo and warm introductory bio
- MKTG-02: Visitor sees a "listings coming soon" placeholder section (full WFRMLS listings integration deferred to v2 pending vendor API enrollment)
- MKTG-03: Visitor can submit a contact form with name, email, phone, and message
- MKTG-04: Visitor sees a testimonials section with client reviews on the homepage
Authentication
- AUTH-01: Agent (Teressa) can log in to the portal with email and password
- AUTH-02: Agent session persists across browser refresh and tab closes
- AUTH-03: All agent portal routes are protected — unauthenticated users are redirected to login
- AUTH-04: Agent can log out from any portal page
Client Management
- CLIENT-01: Agent can create a client record with name and email address
- CLIENT-02: Agent can view a list of all clients
- CLIENT-03: Agent can view a client's profile and their associated documents
Document Management
- DOC-01: Agent can browse and import PDF forms from the utahrealestate.com vendor API (vendor.utahrealestate.com/webapi) — investigate API capability; fall back to manual upload if forms API is not available
- DOC-02: Forms library syncs automatically on at least a monthly basis to reflect new/updated forms
- DOC-03: Agent can view an imported PDF document in the browser
- DOC-04: Agent can drag-and-drop to place signature fields on any page of a PDF document
- DOC-05: Agent can fill in text fields on a document (property address, client names, dates, prices) before sending
- DOC-06: Agent can assign a document to a specific client and send a signing request
Dashboard
- DASH-01: Agent can see all documents with their current status: Draft / Sent / Viewed / Signed
- DASH-02: Agent can see which client each document was sent to and when
Signing Flow
- SIGN-01: Client receives an email with a unique link to sign the document (no account required)
- SIGN-02: Signing link expires after 72 hours and can only be used once
- SIGN-03: Client opens the link in any browser and sees the prepared PDF with signature fields highlighted
- SIGN-04: Client can draw a freehand signature on a canvas (works on mobile and desktop)
- SIGN-05: Client can save a default signature and click a signature field to apply it without redrawing
- SIGN-06: Client sees a confirmation screen after successfully signing
- SIGN-07: Agent can download the signed PDF from the dashboard
Legal & Compliance
- LEGAL-01: System logs a complete audit trail for every signing ceremony — 6 server-side events: document prepared, email sent, link opened (with IP/user-agent), document viewed, signature submitted, final PDF hash computed
- LEGAL-02: System computes and stores a SHA-256 hash of the final signed PDF immediately after signature embedding (tamper-evident record)
- LEGAL-03: Signed PDFs are stored in private storage — never accessible via public or guessable URLs; agent downloads via authenticated presigned URLs only
- LEGAL-04: DNS (SPF/DKIM/DMARC) configured for teressacopelandhomes.com before first signing link is sent to a real client
v1.1 Requirements
Client Profile Enhancement
- CLIENT-04: Agent can add a property address to a client profile
- CLIENT-05: Client property address is available as a pre-fill data source alongside client name
Field Types
- FIELD-01: Agent can place text field markers on a PDF (for typed content like names, addresses, prices)
- FIELD-02: Agent can place checkbox field markers on a PDF
- FIELD-03: Agent can place initials field markers on a PDF
- FIELD-04: Agent can place date field markers that auto-fill with the signing date
AI Assistance
- AI-01: Agent can click one button to have AI auto-place all field types (text, checkbox, initials, date, agent signature, client signature) on a PDF in the correct positions
- AI-02: AI pre-fills text fields with known values from the client profile (name, property address, date)
Agent Signature
- AGENT-01: Agent can draw and save a signature to their account profile (drawn once, reused)
- AGENT-02: Agent can update their saved signature at any time
- AGENT-03: Agent can place agent signature field markers on a PDF
- AGENT-04: Agent applies their saved signature to agent signature fields during document preparation (before sending to client)
Document Preview
- PREV-01: Agent sees a live filled preview of the fully-prepared document (text filled, signatures embedded) before sending to client
v2 Requirements
MLS Integration
- MLS-01: Visitor sees Teressa's active property listings pulled from WFRMLS with full IDX compliance (listing broker attribution, WFRMLS disclaimer text, last-updated timestamp, NAR 2024 buyer-agent compensation disclosure) — requires WFRMLS vendor API enrollment
- MLS-02: Agent portal replication admin page showing sync status per RESO OData resource (Property, Member, Office, Media, OpenHouse)
- MLS-03: Initial full replication + automated delta syncs using
ModificationTimestamp(hourly for Property, daily for Member/Office) - MLS-04: Agent can manually trigger a sync for any resource from the admin page
Enhanced Signing
- SIGN-V2-01: Client receives a reminder email if document is unsigned after 1, 3, and 7 days
- SIGN-V2-02: Client confirmation email with a copy of the signed document
SIGN-V2-03: Multiple field types— promoted to v1.1 as FIELD-01 through FIELD-04
Forms Library
FORMS-V2-01: Heuristic auto-detection of AcroForm signature fields— superseded by v1.1 AI-01 (AI-based field placement)- FORMS-V2-02: Agent can save a prepared document as a reusable template (pre-filled fields, pre-placed signature zones)
Analytics
- ANALYTICS-V2-01: Agent can see when a client opened the signing link
- ANALYTICS-V2-02: Agent can see how long it took from send to signature
Out of Scope
| Feature | Reason |
|---|---|
| Native iOS/Android app | Responsive web app handles mobile signing; no separate app needed |
| Client login portal | Clients sign via anonymous token link only; no accounts in v1 |
| DocuSign/HelloSign integration | Defeats the purpose of custom-branded, zero-per-month signing |
| Multi-agent / team support | Solo agent only; role/permissions system not needed |
| In-app PDF content editing | Real estate contracts have legally mandated language; editing creates liability |
| AI chatbot | Off-brand for a personal agent site |
| WebSocket real-time signing session | Signing is one-shot; no live session needed |
| utahrealestate.com forms scraping (automated credential login) | Likely violates ToS; use vendor API or manual upload instead |
Open Questions
- DOC-01 — Vendor API forms access: Does vendor.utahrealestate.com/webapi expose the forms library (PDF downloads) in addition to listing data? This determines whether monthly sync can be automated or requires manual upload. Needs investigation in Phase 4.
- MKTG-02 — Listings deferred: Full WFRMLS listings integration moved to v2. v1 shows a placeholder section. When vendor API access is obtained, promote MLS-01–04 from v2 to active.
Traceability
Which phases cover which requirements. Updated during roadmap creation.
| Requirement | Phase | Status |
|---|---|---|
| AUTH-01 | Phase 1 | Complete |
| AUTH-02 | Phase 1 | Complete |
| AUTH-03 | Phase 1 | Complete |
| AUTH-04 | Phase 1 | Complete |
| MKTG-01 | Phase 2 | Complete |
| MKTG-02 | Phase 2 | Complete |
| MKTG-03 | Phase 2 | Complete |
| MKTG-04 | Phase 2 | Complete |
| CLIENT-01 | Phase 3 | Complete |
| CLIENT-02 | Phase 3 | Complete |
| CLIENT-03 | Phase 3 | Complete |
| DASH-01 | Phase 3 | Complete |
| DASH-02 | Phase 3 | Complete |
| DOC-01 | Phase 4 | Complete |
| DOC-02 | Phase 4 | Complete |
| DOC-03 | Phase 4 | Complete |
| DOC-04 | Phase 5 | Complete |
| DOC-05 | Phase 5 | Complete |
| DOC-06 | Phase 5 | Complete |
| SIGN-01 | Phase 6 | Complete |
| SIGN-02 | Phase 6 | Complete |
| SIGN-03 | Phase 6 | Complete |
| SIGN-04 | Phase 6 | Complete |
| SIGN-05 | Phase 6 | Complete |
| SIGN-06 | Phase 6 | Complete |
| LEGAL-01 | Phase 6 | Complete |
| LEGAL-02 | Phase 6 | Complete |
| LEGAL-04 | Phase 6 | Complete |
| SIGN-07 | Phase 7 | Complete |
| LEGAL-03 | Phase 7 | Complete |
| FIELD-01 | Phase 8 | Complete |
| CLIENT-04 | Phase 9 | Complete |
| CLIENT-05 | Phase 9 | Complete |
| FIELD-01 | Phase 10 | Complete |
| FIELD-02 | Phase 10 | Complete |
| FIELD-03 | Phase 10 | Complete |
| FIELD-04 | Phase 10 | Complete |
| AGENT-01 | Phase 11 | Pending |
| AGENT-02 | Phase 11 | Pending |
| AGENT-03 | Phase 11 | Pending |
| AGENT-04 | Phase 11 | Pending |
| PREV-01 | Phase 12 | Pending |
| AI-01 | Phase 13 | Pending |
| AI-02 | Phase 13 | Pending |
Coverage:
- v1.0 requirements: 28 total — mapped to phases 1-7 — all Complete
- v1.1 requirements: 13 total — mapped to phases 8-13 — all Pending
- Total mapped: 41
- Unmapped: 0
Requirements defined: 2026-03-19 Last updated: 2026-03-21 after v1.1 roadmap creation (phases 8-13)