---
phase: 10-expanded-field-types-end-to-end
plan: "02"
subsystem: pdf
tags: [pdf-lib, signing, pdf, field-types, checkbox, date, initials, text]

# Dependency graph
requires:
  - phase: 10-expanded-field-types-end-to-end/10-01
    provides: "SignatureFieldType discriminant and getFieldType() / isClientVisibleField() in schema"
provides:
  - "Type-branched field rendering in preparePdf(): checkbox X-mark, date amber placeholder, initials purple placeholder, text light background, client-signature unchanged blue"
  - "POST handler filters signableFields to client-signature + initials only (no 500 on text/checkbox/date)"
  - "Date fields stamped with server-captured signing date at POST time using toLocaleDateString"
affects: [10-03, signing-pipeline, prepare-pipeline]

# Tech tracking
tech-stack:
  added: []
  patterns:
    - "getFieldType() branch dispatch: all field-type-conditional rendering goes through getFieldType() from schema"
    - "Date stamp pattern: load prepared PDF into PDFDocument, drawRectangle + drawText at field coords, save to .datestamped.tmp, pass tmp path to embedSignatureInPdf, fire-and-forget unlink after embed"
    - "signableFields filter: POST handler filters doc.signatureFields to only client-signature and initials before building signaturesWithCoords"

key-files:
  created: []
  modified:
    - teressa-copeland-homes/src/lib/pdf/prepare-document.ts
    - "teressa-copeland-homes/src/app/api/sign/[token]/route.ts"

key-decisions:
  - "date field signing date captured server-side (const now = new Date() hoisted before step 8) — not trusted from client payload"
  - "dateStampedPath pattern: tmp file created only when date fields exist; falls back to preparedAbsPath when no date fields — avoids unnecessary file I/O"
  - "agent-signature fields produce no placeholder in preparePdf() — Phase 11 handles agent signature embedding separately"
  - "unlink of .datestamped.tmp is fire-and-forget (non-fatal) — temporary file failure must not break signing flow"

patterns-established:
  - "getFieldType() branch dispatch: always use getFieldType(field) for type-conditional PDF rendering, never raw field.type"
  - "Signable fields filter: POST handler signableFields filter is the single source of truth for which fields require client-submitted image data"

requirements-completed: [FIELD-02, FIELD-04]

# Metrics
duration: 2min
completed: 2026-03-21
---

# Phase 10 Plan 02: Expanded Field Types End-to-End — Prepare + Sign Pipeline Summary

**Type-branched PDF field rendering and POST handler signable-field filter: checkbox draws X diagonals, date gets amber placeholder + server-stamped signing date, initials get purple label, text gets light background, client-signature unchanged**

## Performance

- **Duration:** 2 min
- **Started:** 2026-03-21T18:48:44Z
- **Completed:** 2026-03-21T18:50:32Z
- **Tasks:** 2
- **Files modified:** 2

## Accomplishments

- `preparePdf()` now branches on `getFieldType()` for all six field types — each rendered visually distinct in the prepared PDF
- POST handler `signaturesWithCoords` now filtered to only `client-signature` and `initials` fields — eliminates 500 errors when documents contain checkbox/text/date fields
- Date fields stamped with actual server-captured signing date at POST submission time via `toLocaleDateString('en-US', { month: '2-digit', day: '2-digit', year: 'numeric' })`

## Task Commits

Each task was committed atomically:

1. **Task 1: Type-branched field rendering in preparePdf()** - `7510c8e` (feat)
2. **Task 2: Fix POST handler — signable field filter and date stamping at sign time** - `d395d85` (feat)

**Plan metadata:** (final docs commit below)

## Files Created/Modified

- `/Users/ccopeland/temp/red/teressa-copeland-homes/src/lib/pdf/prepare-document.ts` - Added getFieldType import; replaced single-variant "Sign Here" loop with type-branched rendering for all six field types
- `/Users/ccopeland/temp/red/teressa-copeland-homes/src/app/api/sign/[token]/route.ts` - Added getFieldType, PDFDocument/rgb/StandardFonts, readFile/writeFile/unlink imports; hoisted `now`; added step 8a date stamping; replaced step 8 with signableFields filter + map; updated embedSignatureInPdf call to use dateStampedPath; added .datestamped.tmp cleanup

## Decisions Made

- Date captured server-side (`const now = new Date()` hoisted before step 8) — never trusted from client payload
- `dateStampedPath` pattern uses a `.datestamped.tmp` file created only when date fields exist; no extra I/O when no date fields are present
- `agent-signature` fields draw no placeholder in `preparePdf()` — Phase 11 handles agent signature separately
- `unlink` of `.datestamped.tmp` is fire-and-forget — temporary file cleanup failure must not break the signing response

## Deviations from Plan

None — plan executed exactly as written.

## Issues Encountered

None.

## User Setup Required

None - no external service configuration required.

## Next Phase Readiness

- `preparePdf()` correctly renders all six field types; ready for 10-03 (signing page client filter to show only signable fields)
- POST handler no longer throws 500 for mixed-field documents
- Date stamping pipeline complete end-to-end

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