red/.planning/STATE.md

gsd_state_version, milestone, milestone_name, status, last_updated, progress

gsd_state_version	milestone	milestone_name	status	last_updated	progress
1.0	v1.1	smart-document-preparation	ready-to-plan	2026-03-21	total_phases completed_phases total_plans completed_plans 13 7 43 28

Project State

Project Reference

See: .planning/PROJECT.md (updated 2026-03-21)

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. Current focus: Phase 8 — Schema Foundation and Signing Page Safety (v1.1 start)

Current Position

Phase: 8 of 13 (Schema Foundation and Signing Page Safety) Plan: 0 of 2 in current phase Status: Ready to plan Last activity: 2026-03-21 — v1.1 roadmap created (phases 8-13 defined); v1.0 complete (phases 1-7 all shipped)

Progress: [███████░░░░░░] 54% (7/13 phases complete)

Performance Metrics

Velocity:

• Total plans completed: 28 (v1.0 complete)
• Average duration: ~4 min/plan
• Total execution time: ~2 hours

By Phase:

Phase	Plans	Avg/Plan
v1.0 phases 1-7	28	~4 min

Recent Trend:

• Trend: Stable

Updated after each plan completion

Accumulated Context

Decisions

Decisions are logged in PROJECT.md Key Decisions table. Recent decisions affecting v1.1 work:

• [v1.1 Research]: Use pdfjs-dist legacy build (already installed via react-pdf) for server-side PDF text extraction — no new dependency
• [v1.1 Research]: Use manual json_schema response_format for OpenAI — do NOT use zodResponseFormat (broken with Zod v4, confirmed issues #1540, #1602, #1709)
• [v1.1 Research]: Agent signature stored as base64 PNG TEXT column on users table (2-8KB) — no new file storage needed
• [v1.1 Research]: Phase 8 must ship atomically (schema discriminant + signing page filter) before any new field type can be placed or sent

Pending Todos

None yet.

Blockers/Concerns

• [Phase 12]: Deployment target (Vercel serverless vs. self-hosted container) must be confirmed before implementing preview route — write-to-disk preview pattern silently fails on Vercel serverless (ephemeral filesystem)
• [Phase 13]: AI coordinate accuracy on real Utah forms is untested — integration test with full 20-page Utah REPC required before Phase 13 ships

Session Continuity

Last session: 2026-03-21 Stopped at: v1.1 roadmap created — ROADMAP.md, STATE.md, and REQUIREMENTS.md traceability updated; ready to plan Phase 8 Resume file: None