red/.planning/STATE.md

---
gsd_state_version: 1.0
milestone: v1.0
milestone_name: milestone
status: unknown
last_updated: "2026-03-20T03:38:08.328Z"
progress:
  total_phases: 4
  completed_phases: 3
  total_plans: 14
  completed_plans: 12
---

# Project State

## Project Reference

See: .planning/PROJECT.md (updated 2026-03-19)

**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 4 - PDF Ingest

## Current Position

Phase: 4 of 7 (PDF Ingest) — In Progress
Plan: 04-02 complete (2 of 4 plans in phase complete)
Status: Plan 04-02 complete — GET /api/forms-library + POST /api/documents + GET /api/documents/[id]/file routes deployed
Last activity: 2026-03-20 — Plan 04-02 complete: three authenticated API routes for forms library, document creation (template copy or file upload), and PDF file streaming with path traversal guard

Progress: [███████░░░] 70%

## Performance Metrics

**Velocity:**
- Total plans completed: 2
- Average duration: 4 min
- Total execution time: 0.1 hours

**By Phase:**

| Phase | Plans | Total | Avg/Plan |
|-------|-------|-------|----------|
| 01-foundation | 2/3 | 8 min | 4 min |
| 02-marketing-site | 2/3 | 8 min | 4 min |

**Recent Trend:**
- Last 5 plans: 01-01 (6 min), 01-02 (2 min), 02-01 (4 min), 02-02 (4 min)
- Trend: stable

*Updated after each plan completion*
| Phase 02-marketing-site P01 | 5 | 2 tasks | 8 files |
| Phase 03-agent-portal-shell P01 | 3 | 2 tasks | 6 files |
| Phase 03-agent-portal-shell P02 | 8 | 3 tasks | 5 files |
| Phase 03-agent-portal-shell P03 | 9 | 3 tasks | 7 files |
| Phase 03-agent-portal-shell P04 | 5 | 2 tasks | 3 files |
| Phase 04-pdf-ingest P01 | 8 | 2 tasks | 7 files |
| Phase 04-pdf-ingest P02 | 1 | 2 tasks | 3 files |

## Accumulated Context

### Decisions

Decisions are logged in PROJECT.md Key Decisions table.
Recent decisions affecting current work:

- Custom e-signature over DocuSign: lower ongoing cost for solo agent; full brand control
- Next.js full-stack: single repo for marketing + web app via API routes
- Email-link signing (no client account): lowest friction for clients; standard in real estate
- utahrealestate.com forms scraping: AVOID — violates ToS; use manual PDF upload instead
- Infrastructure: local PostgreSQL (Docker) + local `npm run dev`; no Vercel, no Neon, no cloud storage — home Docker server is eventual target
- [Phase 01-foundation]: Lazy Proxy singleton for db/index.ts prevents neon() crash during Next.js build when DATABASE_URL absent
- [Phase 01-foundation]: next-auth pinned to exact version 5.0.0-beta.30; middleware.ts at project root not src/; force-dynamic on auth route
- [Phase 01-foundation 01-02]: PasswordField extracted as co-located client sub-component — keeps login page.tsx as pure server component
- [Phase 01-foundation 01-02]: loginAction re-throws non-AuthError (NEXT_REDIRECT must bubble) — critical Auth.js v5 server action pattern
- [Phase 01-foundation 01-02]: Brand colors applied via inline style props — Tailwind JIT may miss one-off hex values
- [Phase 02-marketing-site]: CSS hover classes in server components — onMouseEnter/onMouseLeave not valid in server component props; use className with style blocks instead
- [Phase 02-marketing-site]: lucide-react installed for marketing site icons (Home, Menu, X, ChevronLeft, ChevronRight)
- [Phase 02-marketing-site 02-02]: nodemailer pinned to ^7.0.7 — v8 conflicts with next-auth@5.0.0-beta.30 peerOptional dep
- [Phase 02-marketing-site 02-02]: useActionState imported from 'react' not 'react-dom' — React 19 canonical API (useFormState removed in React 19)
- [Phase 02-marketing-site 02-02]: Honeypot silent success pattern — bots receive status:success without email sent, preventing bot discovery of rejection
- [Phase 03-agent-portal-shell]: documentStatusEnum exported before documents table in schema.ts — pgEnum must precede referencing table or drizzle-kit may omit CREATE TYPE from migration
- [Phase 03-agent-portal-shell]: Portal route protection: add new prefix to both middleware.ts matcher array AND auth.config.ts authorized callback isPortalRoute check — mirrors existing /agent pattern
- [Phase 03-agent-portal-shell]: Post-login redirect changed from /agent/dashboard to /portal/dashboard — agent portal lives at /portal prefix going forward
- [Phase 03-agent-portal-shell]: Zod v4 uses .issues not .errors for ZodError — updated plan-specified .errors[0].message to .issues[0].message in client server actions
- [Phase 03-agent-portal-shell]: updateClient uses bind pattern (id pre-bound) so useActionState passes prevState + formData as remaining args — caller does updateClient.bind(null, clientId)
- [Phase 03-agent-portal-shell]: PortalNav is a client component (usePathname requires use client); active link state driven by pathname.startsWith(href) with gold border-b-2 underline
- [Phase 03-agent-portal-shell]: DashboardFilters extracted to separate file — use client directive must be at file top in Next.js, cannot be inlined inside server component file
- [Phase 03-agent-portal-shell]: ClientsPageClient extracted to _components/ClientsPageClient.tsx for cleaner server/client split following project convention
- [Phase 03-agent-portal-shell]: Seed script requires DOTENV_CONFIG_PATH=.env.local — dotenv/config reads .env by default but project uses .env.local
- [Phase 03-agent-portal-shell 03-04]: ClientProfileClient extracted to _components/ClientProfileClient.tsx (not inlined) — consistent with project convention for client sub-components
- [Phase 03-agent-portal-shell 03-04]: deleteClient called directly from async event handler in client component — Next.js 15+ supports calling server actions as async functions without form wrappers
- [Phase 03-agent-portal-shell 03-04]: ConfirmDialog message constructed with client name inline — reusable with title + message string props, no JSX message needed
- [Phase 04-pdf-ingest 04-01]: formTemplates table uses text PK (crypto.randomUUID()) — consistent with all other tables in schema.ts
- [Phase 04-pdf-ingest 04-01]: formTemplateId and filePath are nullable — custom uploads have no template; legacy document rows need no file path
- [Phase 04-pdf-ingest 04-01]: seed:forms uses onConflictDoUpdate on filename — filename is natural unique key for idempotent monthly sync re-runs
- [Phase 04-pdf-ingest]: uploads/ at project root not under public/ — PDFs never accessible as static files
- [Phase 04-pdf-ingest]: Relative paths stored in DB (clients/{clientId}/{uuid}.pdf) — absolute paths would break on server move
- [Phase 04-pdf-ingest]: Path traversal guard on both write (POST) and read (GET /file) — prevents directory escape via malicious clientId or filePath

### Pending Todos

None yet.

### Blockers/Concerns

- WFRMLS vendor enrollment takes 2-4 weeks — start process immediately, build Phase 2 listings with mock data while waiting
- Phase 6 (Signing Flow) warrants a /gsd:research-phase before planning — JWT one-time enforcement + ESIGN/UETA audit + mobile touch has edge cases
- DNS (SPF/DKIM/DMARC) for teressacopelandhomes.com must be configured before any signing link reaches a real client (Phase 6 acceptance criterion)
- Exact WFRMLS required IDX disclaimer text must be obtained directly from WFRMLS before listings feature ships (Phase 2)
- WFRMLS vendor enrollment takes 2-4 weeks — start process immediately, build Phase 2 listings with mock data while waiting (moved from Blockers)

## Session Continuity

Last session: 2026-03-20
Stopped at: Completed 04-02-PLAN.md — GET /api/forms-library + POST /api/documents + GET /api/documents/[id]/file routes
Resume file: None