---
phase: 10-expanded-field-types-end-to-end
plan: 03
subsystem: ui, signing
tags: [react, signing, pdf, field-types, typescript, ux]

# Dependency graph
requires:
  - phase: 10-01
    provides: typed field placement with 5 token types
  - phase: 10-02
    provides: type-branched preparePdf() and POST signable field filter
provides:
  - SignatureModal optional title prop ("Add Initials" vs "Add Signature")
  - SigningPageClient initials field capture with purple pulse overlay
  - SigningPageClient overlay suppression for text/checkbox/date fields
  - Progress bar and submit gate count both client-signature + initials
  - All field box backgrounds transparent in prepared PDF (underlying content shows through)
  - Checkbox: fixed 24x24pt, no resize handles, X marks only (no border rectangle)
  - Date: no placeholder at prepare time; date text draws directly at sign time (no white overwrite)
  - Portal viewer serves signedFilePath when available
  - Human verification: full 4-step round-trip approved
affects: [11-agent-saved-signature]

# Tech tracking
tech-stack:
  added: []
  patterns:
    - "SignatureModal title prop: optional string defaulting to 'Add Signature'; button label derived as title.replace('Add ', 'Apply ')"
    - "activeFieldType state tracks 'client-signature' | 'initials' for modal title selection"
    - "Overlay suppression: early return null for non-interactive field types (text/checkbox/date) in fieldsOnPage.map"
    - "Purple pulse animation for initials overlays via inline @keyframes pulse-border-purple"
    - "preparePdf: omit color param from drawRectangle = transparent fill (pdf-lib behavior)"
    - "Checkbox: no drawRectangle at all — X lines drawn directly; FieldPlacer hides resize handles for checkbox type"

key-files:
  created: []
  modified:
    - teressa-copeland-homes/src/app/sign/[token]/_components/SignatureModal.tsx
    - teressa-copeland-homes/src/app/sign/[token]/_components/SigningPageClient.tsx
    - teressa-copeland-homes/src/lib/pdf/prepare-document.ts
    - teressa-copeland-homes/src/app/api/sign/[token]/route.ts
    - teressa-copeland-homes/src/app/api/documents/[id]/file/route.ts
    - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx

key-decisions:
  - "Portal viewer serves signedFilePath when available — agent should see the final signed document, not the original"
  - "Client signing page suppresses overlays for text/checkbox/date — these types are baked into the prepared PDF at prepare time"
  - "Checkbox: no background rectangle, just X lines — transparent and non-covering; fixed 24x24pt, no resize handles in FieldPlacer"
  - "Date: no placeholder drawn at prepare time; date text stamped directly (no white overwrite) at sign time"
  - "All field boxes transparent in prepared PDF — underlying PDF form fields/text always visible through placements"

requirements-completed:
  - FIELD-01
  - FIELD-02
  - FIELD-03
  - FIELD-04

# Metrics
duration: ~25min (including verification loop and UI polish)
completed: 2026-03-21
---

# Phase 10 Plan 03: Signing Page Initials + Human Verification Summary

**SigningPageClient extended for initials capture, overlay suppression for non-interactive fields, and updated progress counting. All field box backgrounds made transparent. Human verification approved.**

## Performance

- **Duration:** ~25 min (including verification + UI polish iterations)
- **Completed:** 2026-03-21
- **Tasks:** 2 (Task 1: code; Task 2: human verification checkpoint)
- **Files modified:** 6

## Accomplishments

- SignatureModal gains optional `title` prop; modal shows "Add Initials" / "Apply Initials" for initials fields
- SigningPageClient renders purple-pulsing overlays for initials fields, opens modal with correct title
- SigningPageClient returns null (no overlay) for text/checkbox/date fields — these are baked into the prepared PDF
- Progress bar total and submit gate count both `client-signature` and `initials` fields
- All field box backgrounds made transparent in preparePdf — underlying PDF content always visible
- Checkbox: X marks only (no border rectangle); FieldPlacer hides resize handles for checkbox (fixed 24x24pt)
- Date stamp at sign time draws text directly — no white overwrite rectangle
- Portal file route serves `signedFilePath` when available (agent sees signed PDF in viewer)

## Task Commits

1. **Task 1: Initials modal, overlay suppression, progress gate** — `50f082d`
2. **Bug fix: portal viewer serves signed PDF** — `a5173fe`
3. **UI polish: transparent field boxes + fixed checkbox** — `e179b92`

## Files Created/Modified

- `src/app/sign/[token]/_components/SignatureModal.tsx` — optional title prop, dynamic button label
- `src/app/sign/[token]/_components/SigningPageClient.tsx` — initials modal, overlay suppression, progress/submit gate update
- `src/lib/pdf/prepare-document.ts` — transparent backgrounds for all field types; checkbox X-only; date/text no marker
- `src/app/api/sign/[token]/route.ts` — date stamp: no white overwrite rectangle
- `src/app/api/documents/[id]/file/route.ts` — serve signedFilePath when available
- `src/app/portal/.../FieldPlacer.tsx` — no resize handles for checkbox; no label text for checkbox

## Decisions Made

- Transparent field boxes are a hard requirement — opaque fills cover real estate form text (critical for legal documents)
- Checkbox is fixed-size only (24×24pt); resize handles hidden for checkbox type in FieldPlacer
- Date placeholder omitted at prepare time; only the actual signing date appears (server-stamped at POST)
- Portal viewer must show the signed PDF to the agent — LEGAL-03 was client-facing only

## Deviations from Plan

UI polish pass added during verification:
- Made all field box backgrounds transparent (not in original plan scope)
- Removed resize handles from checkbox in FieldPlacer (not in original plan scope)
- These were approved as part of verification and committed atomically

## Issues Encountered

- **Bug:** Portal viewer served `doc.filePath` (original) instead of `doc.signedFilePath` — fixed in `a5173fe`
- **UI:** Opaque field box fills covered underlying PDF content — fixed by removing `color` param from all `drawRectangle` calls

## User Setup Required

None.

## Next Phase Readiness

- Phase 10 complete — all four expanded field types (text, checkbox, initials, date) place, prepare, and sign correctly
- Phase 11 (Agent Saved Signature) can now build on the `agent-signature` palette token and `preparePdf` type-branch

---
*Phase: 10-expanded-field-types-end-to-end*
*Completed: 2026-03-21*
