---
gsd_state_version: 1.0
milestone: v1.1
milestone_name: Smart Document Preparation
status: unknown
last_updated: "2026-03-21T21:15:00.000Z"
progress:
  total_phases: 12
  completed_phases: 12
  total_plans: 40
  completed_plans: 40
---

# 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 11 — Agent Saved Signature and Signing Workflow

## Current Position

Phase: 11.1 of 13 (Agent and Client Initials) — COMPLETE
Plan: 3 of 3 in phase 11.1 complete
Status: Phase 11.1 complete — all four INIT requirements (INIT-01 through INIT-04) verified by human E2E testing; agent initials draw/save/place/prepare/PDF-embed round-trip confirmed; client-initials flow unaffected; next: Phase 12 (deployment)
Last activity: 2026-03-21 — Phase 11.1 Plan 03 complete: human E2E verification approved for all 5 verification steps; INIT-01 through INIT-04 confirmed working.

## Accumulated Context

### Roadmap Evolution
- Phase 11.1 inserted after Phase 11: Agent and Client Initials (URGENT)

Progress: [████████████░] 92% (12/13 phases complete)

## Performance Metrics

**Velocity:**
- Total plans completed: 30 (v1.0 complete + Phase 8 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*
| Phase 09-client-property-address P01 | 25 | 3 tasks | 7 files |
| Phase 10-expanded-field-types-end-to-end P02 | 2 | 2 tasks | 2 files |
| Phase 11-agent-saved-signature P01 | 8 | 2 tasks | 7 files |
| Phase 11-agent-saved-signature P02 | 2 | 2 tasks | 2 files |
| Phase 11-agent-saved-signature P03 | <1 | 1 task | 0 files |
| Phase 11.1-agent-and-client-initials P01 | 2 | 2 tasks | 6 files |
| Phase 11.1-agent-and-client-initials P02 | 4 | 2 tasks | 2 files |

## 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
- [08-01]: SignatureFieldType.type is optional on SignatureFieldData — v1.0 JSONB documents have no type; getFieldType() coalesces to 'client-signature'
- [08-01]: isClientVisibleField() returns false only for 'agent-signature' — all other types including legacy documents are client-visible
- [08-02]: Server-side filter in route.ts is the primary security boundary — client guards in SigningPageClient are defense-in-depth; direct API callers cannot see agent-signature coordinates
- [08-02]: POST handler in route.ts intentionally untouched — signature embedding pipeline reads signatureFields from DB directly, not from client payload
- [08-02]: Phase 8 ships atomically — 08-01 schema + 08-02 boundary enforcement active simultaneously; no intermediate state where type discriminant exists but filter is absent
- [Phase 09-client-property-address]: TextFillForm initialData prop pattern: seed rows from Record<string,string> via buildInitialRows helper; pre-seeding done via prop not external controlled state
- [Phase 09-client-property-address]: Empty string from FormData coerced to NULL via || null before DB write — blank optional fields never store empty string in postgres
- [Phase 10-expanded-field-types-end-to-end]: date field signing date captured server-side (now hoisted before step 8) — not trusted from client payload
- [Phase 10-expanded-field-types-end-to-end]: signableFields filter limits POST signaturesWithCoords to client-signature and initials only — eliminates 500 on mixed-field documents
- [Phase 10-expanded-field-types-end-to-end]: all field box backgrounds transparent in preparePdf — omit color param from drawRectangle = no fill; underlying PDF content always visible
- [Phase 10-expanded-field-types-end-to-end]: checkbox draws X lines only (no rectangle); FieldPlacer hides resize handles for checkbox (fixed 24x24pt, non-resizable)
- [Phase 10-expanded-field-types-end-to-end]: date stamp at sign time draws text directly — no white overwrite rectangle needed since no placeholder was drawn at prepare time
- [Phase 11-01]: Migration auto-named 0008_windy_cloak.sql by drizzle-kit; content is correct ALTER TABLE users ADD COLUMN agent_signature_data text
- [Phase 11-01]: AgentSignaturePanel fully self-contained — local state, fetch/save within component, no external context needed
- [Phase 11-01]: Agent Signature palette token is red #dc2626 to visually distinguish from client-facing field types
- [Phase 11-02]: PDFImage embedded once before field loop and reused via drawImage in loop — embed-once-draw-many pattern
- [Phase 11-02]: Session guard strengthened to !session?.user?.id in prepare route — required for TypeScript narrowing of session.user.id to string
- [Phase 11-02]: 422 guard fires only when hasAgentSigFields && !agentSignatureData — documents with no agent-sig fields prepare normally
- [Phase 11-03]: No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; Plan 03 is pure human E2E verification
- [Phase 11-03]: All four AGENT requirements (AGENT-01 through AGENT-04) verified by human in a single 5-step live test
- [Phase 11.1-01]: Migration auto-named 0009_luxuriant_catseye.sql; agentInitialsData TEXT added to users table
- [Phase 11.1-01]: AgentInitialsPanel clones AgentSignaturePanel with 80px canvas and /api/agent/initials endpoint
- [Phase 11.1-01]: isClientVisibleField() now guards both agent-signature and agent-initials from client signing session
- [Phase 11.1-01]: Orange #ea580c chosen for agent-initials FieldPlacer token — distinct from red agent-signature, visually grouped as agent-owned
- [Phase 11.1-02]: agentInitialsData added as 6th optional param with default null — existing call sites compile without modification
- [Phase 11.1-02]: 422 guard for missing agent-initials placed after existing agent-signature guard — parallel pattern for agent-owned field types
- [Phase 11.1-02]: Single DB query fetches both agentSignatureData and agentInitialsData via columns selector — one round-trip
- [Phase 11.1-03]: No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; Plan 03 is pure human E2E verification
- [Phase 11.1-03]: All four INIT requirements (INIT-01 through INIT-04) verified by human in a single 5-step live test

### 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: Completed 11.1-agent-and-client-initials/11.1-03-PLAN.md (Phase 11.1 COMPLETE)
Resume file: None
