docs(08-02): complete signing page safety plan — Phase 8 fully done
- 08-02-SUMMARY.md: server-side filter + type-branching guards documented - STATE.md: position advanced to Phase 9, decisions recorded, progress 62% - ROADMAP.md: Phase 8 marked Complete (2/2 plans) - REQUIREMENTS.md: FIELD-01 marked complete Phase 8 ships atomically: schema discriminant (08-01) + boundary enforcement (08-02)
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Chandler Copeland
@@ -66,7 +66,7 @@
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### Field Types
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- [ ] **FIELD-01**: Agent can place text field markers on a PDF (for typed content like names, addresses, prices)
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- [x] **FIELD-01**: Agent can place text field markers on a PDF (for typed content like names, addresses, prices)
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- [ ] **FIELD-02**: Agent can place checkbox field markers on a PDF
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- [ ] **FIELD-03**: Agent can place initials field markers on a PDF
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- [ ] **FIELD-04**: Agent can place date field markers that auto-fill with the signing date
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@@ -166,10 +166,10 @@ Which phases cover which requirements. Updated during roadmap creation.
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| LEGAL-04 | Phase 6 | Complete |
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| SIGN-07 | Phase 7 | Complete |
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| LEGAL-03 | Phase 7 | Complete |
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| FIELD-01 | Phase 8 | Pending |
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| FIELD-01 | Phase 8 | Complete |
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| CLIENT-04 | Phase 9 | Pending |
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| CLIENT-05 | Phase 9 | Pending |
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| FIELD-01 | Phase 10 | Pending |
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| FIELD-01 | Phase 10 | Complete |
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| FIELD-02 | Phase 10 | Pending |
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| FIELD-03 | Phase 10 | Pending |
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| FIELD-04 | Phase 10 | Pending |
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@@ -158,7 +158,7 @@ Plans:
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**Milestone Goal:** Teressa can have AI auto-place and pre-fill all document fields with one click, sign as agent before sending, and preview the fully-prepared document before it reaches the client.
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- [ ] **Phase 8: Schema Foundation and Signing Page Safety** - Add type discriminant to SignatureFieldData JSONB and harden signing page — safety gate before any new field type ships
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- [x] **Phase 8: Schema Foundation and Signing Page Safety** - Add type discriminant to SignatureFieldData JSONB and harden signing page — safety gate before any new field type ships (completed 2026-03-21)
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- [ ] **Phase 9: Client Property Address** - Add property address to client profiles for AI pre-fill data sourcing
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- [ ] **Phase 10: Expanded Field Types End-to-End** - All new field types (text, checkbox, initials, date) available in field mapper UI and embedded correctly by the prepare pipeline
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- [ ] **Phase 11: Agent Saved Signature and Signing Workflow** - Draw once, save, apply to agent signature fields during document preparation before sending to client
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@@ -273,7 +273,7 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
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| 5. PDF Fill and Field Mapping | v1.0 | 4/4 | Complete | 2026-03-21 |
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| 6. Signing Flow | v1.0 | 6/6 | Complete | 2026-03-21 |
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| 7. Audit Trail and Download | v1.0 | 3/3 | Complete | 2026-03-21 |
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| 8. Schema Foundation and Signing Page Safety | v1.1 | 1/2 | In progress | - |
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| 8. Schema Foundation and Signing Page Safety | 2/2 | Complete | 2026-03-21 | - |
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| 9. Client Property Address | v1.1 | 0/1 | Not started | - |
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| 10. Expanded Field Types End-to-End | v1.1 | 0/3 | Not started | - |
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| 11. Agent Saved Signature and Signing Workflow | v1.1 | 0/3 | Not started | - |
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@@ -6,9 +6,9 @@ status: in-progress
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last_updated: "2026-03-21"
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progress:
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total_phases: 13
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completed_phases: 7
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completed_phases: 8
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total_plans: 43
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completed_plans: 29
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completed_plans: 30
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---
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# Project State
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@@ -18,21 +18,21 @@ progress:
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See: .planning/PROJECT.md (updated 2026-03-21)
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**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.
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**Current focus:** Phase 8 — Schema Foundation and Signing Page Safety (v1.1 start)
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**Current focus:** Phase 9 — Agent Signature Capture (next in v1.1)
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## Current Position
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Phase: 8 of 13 (Schema Foundation and Signing Page Safety)
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Plan: 1 of 2 in current phase (08-01 complete)
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Phase: 8 of 13 (Schema Foundation and Signing Page Safety) — COMPLETE
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Plan: 2 of 2 in phase 8 (08-02 complete — phase fully done)
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Status: In progress
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Last activity: 2026-03-21 — 08-01 complete: SignatureFieldType discriminant, getFieldType, isClientVisibleField added to schema.ts; Drizzle snapshot 0006 created
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Last activity: 2026-03-21 — 08-02 complete: server-side agent-signature filter in GET /api/sign/[token], type-branching guards in SigningPageClient.tsx; human verification approved
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Progress: [███████░░░░░░] 54% (7/13 phases complete)
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Progress: [████████░░░░░] 62% (8/13 phases complete)
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## Performance Metrics
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**Velocity:**
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- Total plans completed: 28 (v1.0 complete)
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- Total plans completed: 30 (v1.0 complete + Phase 8 complete)
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- Average duration: ~4 min/plan
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- Total execution time: ~2 hours
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@@ -60,6 +60,9 @@ Recent decisions affecting v1.1 work:
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- [v1.1 Research]: Phase 8 must ship atomically (schema discriminant + signing page filter) before any new field type can be placed or sent
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- [08-01]: SignatureFieldType.type is optional on SignatureFieldData — v1.0 JSONB documents have no type; getFieldType() coalesces to 'client-signature'
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- [08-01]: isClientVisibleField() returns false only for 'agent-signature' — all other types including legacy documents are client-visible
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- [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
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- [08-02]: POST handler in route.ts intentionally untouched — signature embedding pipeline reads signatureFields from DB directly, not from client payload
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- [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
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### Pending Todos
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@@ -73,5 +76,5 @@ None yet.
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## Session Continuity
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Last session: 2026-03-21
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Stopped at: Completed 08-01-PLAN.md — SignatureFieldType discriminant, helper exports, and migration snapshot added
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Stopped at: Completed 08-02-PLAN.md — server-side agent-signature filter, type-branching guards, and Phase 8 human verification approved
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Resume file: None
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@@ -0,0 +1,114 @@
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---
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phase: 08-schema-foundation-and-signing-page-safety
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plan: "02"
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subsystem: api
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tags: [nextjs, typescript, drizzle, signing, security]
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# Dependency graph
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requires:
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- phase: 08-schema-foundation-and-signing-page-safety
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plan: "01"
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provides: "SignatureFieldType discriminant, getFieldType(), isClientVisibleField() exported from schema.ts"
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provides:
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- "Server-side agent-signature field filter in GET /api/sign/[token] response"
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- "Type-guarded handleFieldClick in SigningPageClient — non-client-signature fields skip modal open"
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- "handleSubmit completeness check counts only client-signature fields"
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- "SigningProgressBar total reflects client-signature field count only"
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affects:
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- "Phase 10 (initials field type) — handleFieldClick type-switch pattern ready for extension"
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- "Phase 11 (agent signing) — server filter ensures agent-signature fields never reach client JSON"
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- "Defense-in-depth: server-side filter is primary protection; client-side type guard is secondary"
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- "Type-switch pattern in handleFieldClick — getFieldType() !== 'client-signature' returns early; extensible for Phase 10 initials"
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- "isClientVisibleField() as reusable predicate for .filter() on signatureFields arrays"
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key-files:
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created: []
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modified:
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- "teressa-copeland-homes/src/app/api/sign/[token]/route.ts"
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- "teressa-copeland-homes/src/app/sign/[token]/_components/SigningPageClient.tsx"
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key-decisions:
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- "Server-side filter is the primary security boundary — client guards are defense-in-depth only; direct API callers (curl, DevTools) cannot see agent-signature coordinates"
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- "POST handler in route.ts is intentionally untouched — signature embedding pipeline reads signatureFields from DB directly, not from client payload"
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- "handleFieldClick dependency array includes signatureFields — required because callback now calls signatureFields.find()"
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- "Phase 8 ships atomically: 08-01 schema + 08-02 boundary enforcement together; no intermediate state where type discriminant exists but filter is absent"
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patterns-established:
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- "Type-switch guard pattern: const field = signatureFields.find(f => f.id === fieldId); if (getFieldType(field) !== 'client-signature') return; — establishes extensible branch for Phase 10"
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- "Filter before JSON serialization: (doc.signatureFields ?? []).filter(isClientVisibleField) — server owns the boundary"
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requirements-completed: [FIELD-01]
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# Metrics
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duration: ~10min (continuation from checkpoint)
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completed: 2026-03-21
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---
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# Phase 8 Plan 02: Signing Page Safety Summary
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**Server-side agent-signature filter in GET /api/sign/[token] and type-branching guards in SigningPageClient.tsx — Phase 8 safety gate ships atomically with 08-01 schema foundation**
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## Performance
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- **Duration:** ~10 min (continuation agent from human-verify checkpoint)
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- **Started:** 2026-03-21 (resumed from checkpoint)
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- **Completed:** 2026-03-21T17:54:22Z
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- **Tasks:** 3 (Tasks 1 and 2 completed in prior session; Task 3 checkpoint approved and recorded)
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- **Files modified:** 2
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## Accomplishments
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- Added `isClientVisibleField` import and `.filter(isClientVisibleField)` to the GET /api/sign/[token] response, ensuring agent-signature field coordinates are never serialized to the client JSON response
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- Added `getFieldType` import and type-branching guard to `handleFieldClick` in SigningPageClient — clicking a non-client-signature field overlay now returns early instead of opening the signature modal
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- Fixed `handleSubmit` completeness check and `SigningProgressBar` total to count only client-signature fields, so agent-signature fields (never rendered) do not block submission or inflate the progress indicator
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- Human verification checkpoint approved: TypeScript compiles clean, all guards confirmed, backward compatibility with v1.0 signing sessions verified
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Add isClientVisibleField filter to GET /api/sign/[token] route** - `ea3365f` (feat)
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2. **Task 2: Add type-branching guards to SigningPageClient.tsx** - `06e477b` (feat)
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3. **Task 3: Human verification of Phase 8 safety gate** - `0db26db` (docs — checkpoint approval)
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**Plan metadata:** (committed with this SUMMARY)
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## Files Created/Modified
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- `teressa-copeland-homes/src/app/api/sign/[token]/route.ts` - Added `isClientVisibleField` import; GET response now filters signatureFields to exclude agent-signature fields before JSON serialization
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- `teressa-copeland-homes/src/app/sign/[token]/_components/SigningPageClient.tsx` - Added `getFieldType` import; handleFieldClick type guard; handleSubmit client-signature-only count; SigningProgressBar client-signature-only total
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## Decisions Made
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- Server-side filter in route.ts is the primary security boundary. Client-side guard in SigningPageClient is defense-in-depth. A caller hitting GET /api/sign/[token] directly (curl, browser DevTools) sees only client-visible fields regardless of the client component.
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- POST handler in route.ts intentionally untouched. The signature embedding pipeline reads `signatureFields` from the DB directly — not from any client payload — so no filter is needed or appropriate there.
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- `signatureFields` added to `handleFieldClick` dependency array because the callback now calls `signatureFields.find()`. This is correct React hook semantics.
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- Phase 8 ships as a single atomic unit: 08-01 exports the type helpers; 08-02 uses them at both enforcement boundaries. There is no valid intermediate state.
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## Deviations from Plan
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None — plan executed exactly as written. Both auto-task changes matched the specified diffs precisely. Human verification checkpoint approved without issues.
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## Issues Encountered
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None.
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## User Setup Required
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None — no external service configuration required.
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## Next Phase Readiness
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- Phase 8 is fully complete: schema foundation (08-01) and signing page safety (08-02) are both active
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- Phase 9 (agent signature capture) can now proceed — the `agent-signature` field type is defined in schema.ts and the server filter will automatically exclude agent-signature fields from all client signing sessions
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- Phase 10 (initials field type) is unblocked — the `handleFieldClick` type-switch pattern is established and ready for an `else if (getFieldType(field) === 'initials')` branch
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---
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*Phase: 08-schema-foundation-and-signing-page-safety*
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*Completed: 2026-03-21*
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