---
phase: 03-agent-portal-shell
verified: 2026-03-19T23:30:00Z
status: passed
score: 15/15 must-haves verified
re_verification: false
human_verification:
  - test: "Full portal flow in browser — login, dashboard, clients, profile, edit, delete, nav"
    expected: "All 5 portal sections from Plan 04 checklist pass: auth redirect, dashboard table with filter, client card grid with add modal, client profile with edit/delete, top nav active state and sign-out"
    why_human: "Cannot programmatically verify DOM rendering, modal open/close behavior, real filter URL navigation, or sign-out redirect. Plan 04 SUMMARY documents this was human-approved by the agent on 2026-03-19."
---

# Phase 3: Agent Portal Shell Verification Report

**Phase Goal:** Agent can manage clients and see all documents with their current status at a glance
**Verified:** 2026-03-19T23:30:00Z
**Status:** passed
**Re-verification:** No — initial verification

## Goal Achievement

### Observable Truths

| #  | Truth | Status | Evidence |
|----|-------|--------|----------|
| 1  | Drizzle migration creates `clients` and `documents` tables and `document_status` enum | VERIFIED | `drizzle/0001_watery_blindfold.sql` contains `CREATE TYPE "public"."document_status" AS ENUM('Draft', 'Sent', 'Viewed', 'Signed')`, `CREATE TABLE "clients"`, `CREATE TABLE "documents"` with FK constraint |
| 2  | Visiting /portal/dashboard while unauthenticated redirects to /agent/login | VERIFIED | `middleware.ts` matcher includes `/portal/:path*`; `auth.config.ts` `authorized` callback has `isPortalRoute` check: `if (!isLoggedIn) return Response.redirect(new URL("/agent/login", nextUrl))` |
| 3  | After login, agent is redirected to /portal/dashboard (not /agent/dashboard) | VERIFIED | `auth.config.ts` line 26: `return Response.redirect(new URL("/portal/dashboard", nextUrl.origin))` on login page when already authenticated |
| 4  | document_status PostgreSQL enum exists with values Draft, Sent, Viewed, Signed | VERIFIED | `schema.ts`: `pgEnum("document_status", ["Draft", "Sent", "Viewed", "Signed"])` exported as `documentStatusEnum`; migration SQL confirms `CREATE TYPE "public"."document_status" AS ENUM` |
| 5  | Every page under /portal/(protected)/ renders the top nav bar | VERIFIED | `portal/(protected)/layout.tsx` imports and renders `<PortalNav userEmail={...} />` wrapping all `{children}` |
| 6  | StatusBadge renders Draft=gray, Sent=blue, Viewed=amber, Signed=green | VERIFIED | `StatusBadge.tsx` `STATUS_STYLES` map: `Draft: "bg-gray-100 text-gray-600"`, `Sent: "bg-blue-100 text-blue-700"`, `Viewed: "bg-amber-100 text-amber-700"`, `Signed: "bg-green-100 text-green-700"` |
| 7  | createClient server action validates name (min 1 char) + email (valid format) and inserts into clients table | VERIFIED | `clients.ts` uses Zod `clientSchema` with `name: z.string().min(1)` and `email: z.string().email()`, then `db.insert(clients).values(...)` |
| 8  | updateClient and deleteClient server actions call revalidatePath after mutation | VERIFIED | `updateClient` calls `revalidatePath("/portal/clients")` and `revalidatePath("/portal/clients/" + id)`; `deleteClient` calls `revalidatePath("/portal/clients")` |
| 9  | Agent visits /portal/clients and sees a card grid of clients | VERIFIED | `clients/page.tsx` Drizzle query with docCount + lastActivity; renders `<ClientsPageClient clients={clientRows} />` which renders `ClientCard` grid |
| 10 | "+ Add Client" modal opens, fills name + email, submits — client appears in grid | VERIFIED | `ClientsPageClient.tsx` has `useState(isOpen)` + `<ClientModal isOpen={isOpen} onClose={() => setIsOpen(false)} mode="create" />`; `ClientModal` uses `useActionState(createClient, null)` from `'react'` |
| 11 | Agent visits /portal/dashboard and sees a documents table with status badge and Date Sent columns | VERIFIED | `dashboard/page.tsx` Drizzle LEFT JOIN query; renders `<DocumentsTable rows={filteredRows} showClientColumn={true} />` which uses `StatusBadge` and formats `sentAt` |
| 12 | Dashboard filter dropdown filters by status; URL reflects ?status=X | VERIFIED | `dashboard/page.tsx` awaits `searchParams: Promise<{status?: string}>`, filters rows in JS; `DashboardFilters.tsx` uses `router.push("?status=X")` on change |
| 13 | seed.ts contains 2 clients and 4 placeholder documents | VERIFIED | `scripts/seed.ts` inserts Sarah Johnson + Mike Torres, then 4 documents (2 Signed, 1 Sent, 1 Draft) with `.onConflictDoNothing()` |
| 14 | Client profile page at /portal/clients/[id] shows client name, email, Edit and Delete Client buttons | VERIFIED | `clients/[id]/page.tsx` awaits `params: Promise<{id: string}>`, calls `notFound()` if missing, renders `<ClientProfileClient client={client} docs={docs} />`; `ClientProfileClient.tsx` has Edit + Delete buttons |
| 15 | Agent can edit client via pre-filled modal; delete triggers confirmation dialog | VERIFIED | `ClientProfileClient.tsx` renders `<ClientModal mode="edit" clientId={client.id} defaultName={client.name} defaultEmail={client.email} />`; `<ConfirmDialog onConfirm={handleDelete} />` calls `deleteClient(client.id)` then `router.push("/portal/clients")` |

**Score:** 15/15 truths verified

### Required Artifacts

| Artifact | Expected | Status | Details |
|----------|----------|--------|---------|
| `src/lib/db/schema.ts` | clients and documents tables + documentStatusEnum | VERIFIED | All three exports present; pgEnum declared before documents table |
| `drizzle/0001_watery_blindfold.sql` | Migration creating clients, documents, document_status enum | VERIFIED | Full SQL verified: CREATE TYPE + 2 CREATE TABLE + FK constraint |
| `middleware.ts` | Route protection for /portal/:path* | VERIFIED | `matcher: ["/agent/:path*", "/portal/:path*"]` |
| `src/lib/auth.config.ts` | Post-login redirect to /portal/dashboard; /portal route protection | VERIFIED | `isPortalRoute` check + redirect to `/agent/login`; login page redirect to `/portal/dashboard` |
| `src/app/agent/(protected)/dashboard/page.tsx` | Redirect to /portal/dashboard | VERIFIED | Single-line `redirect("/portal/dashboard")` |
| `src/app/portal/(protected)/layout.tsx` | Auth check + PortalNav render | VERIFIED | `await auth()`, redirect if no session, renders PortalNav + children |
| `src/app/portal/_components/PortalNav.tsx` | Nav links to Dashboard and Clients; active state | VERIFIED | Dashboard + Clients links via `<Link>`; `usePathname()` for active gold underline |
| `src/app/portal/_components/StatusBadge.tsx` | Color-coded pill for 4 statuses | VERIFIED | STATUS_STYLES map with all 4 entries; exported function |
| `src/app/portal/_components/DocumentsTable.tsx` | Reusable table with StatusBadge and showClientColumn | VERIFIED | Imports StatusBadge; `showClientColumn` prop controls Client column; handles empty state |
| `src/lib/actions/clients.ts` | createClient, updateClient, deleteClient with "use server" | VERIFIED | `"use server"` at top; all 3 exports present with auth check + Zod + DB mutation + revalidatePath |
| `src/app/portal/(protected)/dashboard/page.tsx` | Dashboard with filterable documents table | VERIFIED | Server component; awaits searchParams Promise; Drizzle LEFT JOIN; DashboardFilters + DocumentsTable |
| `src/app/portal/(protected)/clients/page.tsx` | Client card grid with add modal | VERIFIED | Server component fetches data; renders ClientsPageClient |
| `src/app/portal/_components/ClientCard.tsx` | Client card with name, email, docCount, lastActivity + link to profile | VERIFIED | All 4 data fields rendered; wrapped in `<Link href={"/portal/clients/" + id}>` |
| `src/app/portal/_components/ClientModal.tsx` | Create/edit modal with useActionState | VERIFIED | `"use client"`; `useActionState` from `'react'`; create/edit mode; bind pattern for updateClient |
| `src/app/portal/_components/ClientsPageClient.tsx` | Client component managing modal state | VERIFIED | `"use client"`; useState(isOpen); renders grid + ClientModal |
| `src/app/portal/_components/DashboardFilters.tsx` | Filter select pushing URL status param | VERIFIED | `"use client"`; useRouter; push `?status=X` or `/portal/dashboard` |
| `src/app/portal/(protected)/clients/[id]/page.tsx` | Client profile page with await params | VERIFIED | `await params`; notFound guard; Drizzle query for client + docs; renders ClientProfileClient |
| `src/app/portal/_components/ClientProfileClient.tsx` | Edit modal + delete confirm state + DocumentsTable | VERIFIED | `"use client"`; isEditOpen/isDeleteOpen state; ClientModal edit mode; ConfirmDialog; DocumentsTable showClientColumn={false} |
| `src/app/portal/_components/ConfirmDialog.tsx` | Confirmation dialog with destructive styling | VERIFIED | Fixed overlay; title/message; Cancel + red Delete button |
| `scripts/seed.ts` | 2 clients + 4 placeholder documents | VERIFIED | Sarah Johnson + Mike Torres; 4 documents with correct statuses; onConflictDoNothing |

### Key Link Verification

| From | To | Via | Status | Details |
|------|----|-----|--------|---------|
| `middleware.ts matcher` | `/portal/:path*` routes | `matcher` array | WIRED | `matcher: ["/agent/:path*", "/portal/:path*"]` confirmed in middleware.ts line 8 |
| `auth.config.ts authorized callback` | session check for /portal routes | `nextUrl.pathname.startsWith("/portal")` | WIRED | `const isPortalRoute = nextUrl.pathname.startsWith("/portal")` + redirect to `/agent/login` if not logged in |
| `portal/(protected)/layout.tsx` | `auth()` session check | `import from @/lib/auth` | WIRED | `import { auth } from "@/lib/auth"` line 1; `await auth()` line 10 |
| `DocumentsTable.tsx` | `StatusBadge` | `import StatusBadge` | WIRED | `import { StatusBadge } from "./StatusBadge"` line 1; `<StatusBadge status={row.status} />` line 51 |
| `ClientModal.tsx` | `createClient` server action | `useActionState(createClient, null)` | WIRED | `useActionState(boundAction, null)` where boundAction is createClient (create mode) or updateClient.bind(null, clientId) (edit mode) |
| `clients/page.tsx` | `ClientModal` | `useState(isOpen)` + `<ClientModal isOpen={isOpen} ...>` | WIRED | In ClientsPageClient.tsx — `useState(false)`; `<ClientModal isOpen={isOpen} onClose={() => setIsOpen(false)} mode="create" />` |
| `dashboard/page.tsx searchParams` | Drizzle WHERE clause (JS filter) | `status filter applied before passing to DocumentsTable` | WIRED | `await searchParams`; `allRows.filter(r => r.status === status)` when valid status; passed as `rows` to DocumentsTable |
| `dashboard/page.tsx` | `DocumentsTable` | `pass rows prop from Drizzle JOIN query` | WIRED | `<DocumentsTable rows={filteredRows} showClientColumn={true} />` |
| `clients/[id]/page.tsx` | `updateClient (bound with id)` | `ClientModal mode='edit' + clientId prop` | WIRED | `<ClientModal ... mode="edit" clientId={client.id} defaultName={client.name} defaultEmail={client.email} />`; ClientModal.tsx binds via `updateClient.bind(null, clientId)` |
| `ConfirmDialog confirm button` | `deleteClient` server action | `handleDelete calls deleteClient(id) then router.push` | WIRED | `handleDelete` calls `await deleteClient(client.id)` then `router.push("/portal/clients")` |
| `clients/[id]/page.tsx` | `DocumentsTable` | `documents query filtered by clientId` | WIRED | `<DocumentsTable rows={docs} showClientColumn={false} />` — showClientColumn={false} confirmed |

### Requirements Coverage

| Requirement | Source Plans | Description | Status | Evidence |
|-------------|-------------|-------------|--------|----------|
| CLIENT-01 | 03-01, 03-02, 03-03 | Agent can create a client record with name and email | SATISFIED | `createClient` server action: Zod validation + `db.insert(clients)`; ClientModal wired via useActionState; revalidatePath triggers list refresh |
| CLIENT-02 | 03-01, 03-02, 03-03 | Agent can view a list of all clients | SATISFIED | `clients/page.tsx` queries all clients with docCount + lastActivity; `ClientsPageClient` renders card grid via `ClientCard` |
| CLIENT-03 | 03-01, 03-02, 03-04 | Agent can view a client's profile and their associated documents | SATISFIED | `clients/[id]/page.tsx` fetches client + docs; `ClientProfileClient` renders name/email header, edit/delete buttons, `DocumentsTable` with showClientColumn={false} |
| DASH-01 | 03-01, 03-02, 03-03 | Agent can see all documents with their current status: Draft / Sent / Viewed / Signed | SATISFIED | `dashboard/page.tsx` queries all documents; `DocumentsTable` renders `StatusBadge` for each row; all 4 status values supported |
| DASH-02 | 03-01, 03-02, 03-03 | Agent can see which client each document was sent to and when | SATISFIED | Drizzle LEFT JOIN on clients table; `clientName` and `sentAt` columns in DocumentsTable; `showClientColumn={true}` on dashboard |

No orphaned requirements — all 5 requirement IDs from plan frontmatter (CLIENT-01, CLIENT-02, CLIENT-03, DASH-01, DASH-02) are accounted for and SATISFIED.

### Anti-Patterns Found

| File | Line | Pattern | Severity | Impact |
|------|------|---------|----------|--------|
| `src/app/portal/_components/ClientCard.tsx` | 15-16 | `onMouseEnter`/`onMouseLeave` event handlers without `"use client"` directive | Info | Not a runtime blocker — ClientCard is always imported by `ClientsPageClient.tsx` which is `"use client"`, so Next.js App Router treats it as a client component through the tree. However, the missing directive makes the file's nature ambiguous to future contributors. |

Note: `return null` occurrences in `ConfirmDialog.tsx` (line 13) and `ClientModal.tsx` (line 23) are legitimate conditional rendering guards (when `isOpen === false`), not implementation stubs.

### Human Verification Required

#### 1. Complete Portal Flow in Browser

**Test:** Start dev server (`npm run dev`), visit `http://localhost:3000/portal/dashboard` while logged out, log in, verify all 5 portal sections from Plan 04 checklist.

**Expected:**
- Unauthenticated visit to /portal/dashboard redirects to /agent/login
- After login, lands on /portal/dashboard (not /agent/dashboard)
- Dashboard shows 4 seeded documents with correct status badges (2 Signed green, 1 Sent blue, 1 Draft gray) and client names
- Status filter dropdown changes URL to `?status=X` and filters table rows
- /portal/clients shows 2 seeded client cards (Sarah Johnson, Mike Torres) with doc count and last activity
- "+ Add Client" button opens modal; modal closes and new card appears after submit
- Clicking a client card navigates to /portal/clients/[id]
- Profile page shows client name, email, Edit and Delete buttons, and documents table
- Edit button opens pre-filled modal; saving updates the profile
- Delete Client button opens confirmation dialog; cancelling does not delete
- Top nav visible on all portal pages; active page highlighted in gold; sign-out works

**Why human:** DOM rendering, modal open/close behavior, live URL navigation, active nav state visual, and sign-out redirect cannot be verified programmatically via static analysis. Per Plan 04 SUMMARY, this was reviewed and approved by the agent on 2026-03-19.

### Gaps Summary

No gaps. All 15 must-have truths verified, all 20 required artifacts confirmed as substantive and wired, all 11 key links verified, all 5 requirements satisfied. TypeScript compiles with zero errors.

One human verification item remains: browser-based end-to-end portal flow. Per Plan 04 SUMMARY (tasks section), this was completed as a human-verify checkpoint and approved by the agent. The automated verification confirms all code paths exist to support the described behavior.

---
_Verified: 2026-03-19T23:30:00Z_
_Verifier: Claude (gsd-verifier)_
