docs(plan): mark Phase 1+2 ☑, Phase 3-7 ◐ partial

Phase status after this session:
- Phase 1: full ship (1.1+1.2 already in code; 1.3+1.4 done)
- Phase 2: full ship (compute + admin page + registry)
- Phase 3: schema only (3a done; 3b/c/d UI deferred)
- Phase 4: schema + service (UI dialog + worker deferred)
- Phase 5: branding background URL (tone rewrite deferred)
- Phase 6: schema + parser library (cron worker + UI deferred)
- Phase 7: type definitions only (editor UI deferred to 7.1/7.2)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

docs/MASTER-PLAN-2026-05-18.md

@@ -817,23 +817,40 @@ phase starts:
 
 ## Phase ☑/☐ tracker
 
-- ☐ Phase 1 — Documenso completion + Supplemental form
-  - ☐ 1.1 Documenso Phase 7 (RBAC)
-  - ☐ 1.2 Documenso Phase 2 (Webhook UX)
-  - ☐ 1.3 Documenso Phase 5 (Embedded signing)
-  - ☐ 1.4 Supplemental form per-port
-- ☐ Phase 2 — Deal-pulse signals + admin config UI
-- ☐ Phase 3 — EOI field overrides
-  - ☐ 3a — Schema + APIs
-  - ☐ 3b — EOI form UI
-  - ☐ 3c — Yacht spawn
-  - ☐ 3d — Polish + audit surfacing
-- ☐ Phase 4 — Reminders
-- ☐ Phase 5 — Email-copy refactor
-- ☐ Phase 6 — IMAP bounce-to-interest linking
-- ☐ Phase 7 — PDF template editor
-  - ☐ 7.1 Read + place
-  - ☐ 7.2 Edit + preview
+- ☑ Phase 1 — Documenso completion + Supplemental form (commits df1594d, 918c23f)
+  - ☑ 1.1 Documenso Phase 7 (RBAC) — already in code prior; verified at documents.service.ts:1268-1300
+  - ☑ 1.2 Documenso Phase 2 (Webhook UX cascading invite) — already in code prior; verified
+  - ☑ 1.3 Documenso Phase 5 (Embedded signing) — copy made order-agnostic + developer-role branch
+  - ☑ 1.4 Supplemental form per-port URL — registry + getPortEmailConfig + route
+- ☑ Phase 2 — Deal-pulse signals + admin config UI (918c23f)
+  - Compute extended with 3 positive + 3 risk signals; admin page mounted at /admin/pulse
+  - Data-wiring follow-up: 3 risk signals need new interest timestamp columns or derivation
+    from event tables (`dateDocumentDeclined`, `dateReservationCancelled`, `dateBerthSoldToOther`)
+- ◐ Phase 3 — EOI field overrides (schema only; 9f57868)
+  - ☑ 3a — Schema migration 0073, Drizzle additions, audit_actions free-text verbs
+  - ☐ 3b — EOI dialog UI (combobox + 2 checkboxes per field)
+  - ☐ 3c — Yacht spawn from EOI (inline Sheet + YachtForm)
+  - ☐ 3d — Audit surfacing + client/yacht detail badges + set-primary endpoint
+- ◐ Phase 4 — Reminders (schema + service + validators; fb4a09e)
+  - ☑ Schema migration 0072: reminders.yacht_id + fired_at + interests.reminder_note
+  - ☑ Service + validators accept yachtId with port-scoping check
+  - ☐ Dialog UI extension (yachtId field; existing form covers core)
+  - ☐ Worker scheduler refactor (fired_at gate; cron tick)
+  - ☐ user_profiles.preferences.digest_time_of_day picker in /settings
+- ◐ Phase 5 — Email-copy refactor (branding chain only; df1594d)
+  - ☑ Per-port background URL — closes the last hard-coded portnimara.com asset
+  - ☐ Tone rewrite across 8 templates using old-CRM Nuxt repo as reference
+  - ☐ Snapshot tests per template at port-nimara + 2nd test port
+- ◐ Phase 6 — IMAP bounce-to-interest linking (schema + parser; 9f57868)
+  - ☑ Schema migration 0074: bounce_status/reason/detected_at on document_sends
+  - ☑ Parser library `src/lib/email/bounce-parser.ts` (RFC 3464 + Outlook + OOO)
+  - ☐ Cron worker `src/jobs/processors/imap-bounce-poller.ts`
+  - ☐ UI banner on interest emails tab + email_bounced notification type
+  - ☐ Manual round-trip test against real bounced delivery
+- ◐ Phase 7 — PDF template editor (field-map types only; 9f57868)
+  - ☑ FieldMap type definitions + Zod validators + page-count cross-validator
+  - ☐ 7.1 Read + place (~2 weeks): editor shell, page picker, marker drop
+  - ☐ 7.2 Edit + preview (~1-2 weeks): drag/resize, live preview, new-PDF upload
 
 ---