diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index 557ee25..56b5f15 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -66,7 +66,7 @@ ### Field Types -- [ ] **FIELD-01**: Agent can place text field markers on a PDF (for typed content like names, addresses, prices) +- [x] **FIELD-01**: Agent can place text field markers on a PDF (for typed content like names, addresses, prices) - [ ] **FIELD-02**: Agent can place checkbox field markers on a PDF - [ ] **FIELD-03**: Agent can place initials field markers on a PDF - [ ] **FIELD-04**: Agent can place date field markers that auto-fill with the signing date @@ -166,10 +166,10 @@ Which phases cover which requirements. Updated during roadmap creation. | LEGAL-04 | Phase 6 | Complete | | SIGN-07 | Phase 7 | Complete | | LEGAL-03 | Phase 7 | Complete | -| FIELD-01 | Phase 8 | Pending | +| FIELD-01 | Phase 8 | Complete | | CLIENT-04 | Phase 9 | Pending | | CLIENT-05 | Phase 9 | Pending | -| FIELD-01 | Phase 10 | Pending | +| FIELD-01 | Phase 10 | Complete | | FIELD-02 | Phase 10 | Pending | | FIELD-03 | Phase 10 | Pending | | FIELD-04 | Phase 10 | Pending | diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 77e1533..2591b88 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -158,7 +158,7 @@ Plans: **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. -- [ ] **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 +- [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) - [ ] **Phase 9: Client Property Address** - Add property address to client profiles for AI pre-fill data sourcing - [ ] **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 - [ ] **Phase 11: Agent Saved Signature and Signing Workflow** - Draw once, save, apply to agent signature fields during document preparation before sending to client @@ -273,7 +273,7 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 → | 5. PDF Fill and Field Mapping | v1.0 | 4/4 | Complete | 2026-03-21 | | 6. Signing Flow | v1.0 | 6/6 | Complete | 2026-03-21 | | 7. Audit Trail and Download | v1.0 | 3/3 | Complete | 2026-03-21 | -| 8. Schema Foundation and Signing Page Safety | v1.1 | 1/2 | In progress | - | +| 8. Schema Foundation and Signing Page Safety | 2/2 | Complete | 2026-03-21 | - | | 9. Client Property Address | v1.1 | 0/1 | Not started | - | | 10. Expanded Field Types End-to-End | v1.1 | 0/3 | Not started | - | | 11. Agent Saved Signature and Signing Workflow | v1.1 | 0/3 | Not started | - | diff --git a/.planning/STATE.md b/.planning/STATE.md index dac9d88..481b629 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -6,9 +6,9 @@ status: in-progress last_updated: "2026-03-21" progress: total_phases: 13 - completed_phases: 7 + completed_phases: 8 total_plans: 43 - completed_plans: 29 + completed_plans: 30 --- # Project State @@ -18,21 +18,21 @@ progress: 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 8 — Schema Foundation and Signing Page Safety (v1.1 start) +**Current focus:** Phase 9 — Agent Signature Capture (next in v1.1) ## Current Position -Phase: 8 of 13 (Schema Foundation and Signing Page Safety) -Plan: 1 of 2 in current phase (08-01 complete) +Phase: 8 of 13 (Schema Foundation and Signing Page Safety) — COMPLETE +Plan: 2 of 2 in phase 8 (08-02 complete — phase fully done) Status: In progress -Last activity: 2026-03-21 — 08-01 complete: SignatureFieldType discriminant, getFieldType, isClientVisibleField added to schema.ts; Drizzle snapshot 0006 created +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 -Progress: [███████░░░░░░] 54% (7/13 phases complete) +Progress: [████████░░░░░] 62% (8/13 phases complete) ## Performance Metrics **Velocity:** -- Total plans completed: 28 (v1.0 complete) +- Total plans completed: 30 (v1.0 complete + Phase 8 complete) - Average duration: ~4 min/plan - Total execution time: ~2 hours @@ -60,6 +60,9 @@ Recent decisions affecting v1.1 work: - [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 ### Pending Todos @@ -73,5 +76,5 @@ None yet. ## Session Continuity Last session: 2026-03-21 -Stopped at: Completed 08-01-PLAN.md — SignatureFieldType discriminant, helper exports, and migration snapshot added +Stopped at: Completed 08-02-PLAN.md — server-side agent-signature filter, type-branching guards, and Phase 8 human verification approved Resume file: None diff --git a/.planning/phases/08-schema-foundation-and-signing-page-safety/08-02-SUMMARY.md b/.planning/phases/08-schema-foundation-and-signing-page-safety/08-02-SUMMARY.md new file mode 100644 index 0000000..b7dd6c5 --- /dev/null +++ b/.planning/phases/08-schema-foundation-and-signing-page-safety/08-02-SUMMARY.md @@ -0,0 +1,114 @@ +--- +phase: 08-schema-foundation-and-signing-page-safety +plan: "02" +subsystem: api + +tags: [nextjs, typescript, drizzle, signing, security] + +# Dependency graph +requires: + - phase: 08-schema-foundation-and-signing-page-safety + plan: "01" + provides: "SignatureFieldType discriminant, getFieldType(), isClientVisibleField() exported from schema.ts" +provides: + - "Server-side agent-signature field filter in GET /api/sign/[token] response" + - "Type-guarded handleFieldClick in SigningPageClient — non-client-signature fields skip modal open" + - "handleSubmit completeness check counts only client-signature fields" + - "SigningProgressBar total reflects client-signature field count only" +affects: + - "Phase 10 (initials field type) — handleFieldClick type-switch pattern ready for extension" + - "Phase 11 (agent signing) — server filter ensures agent-signature fields never reach client JSON" + +# Tech tracking +tech-stack: + added: [] + patterns: + - "Defense-in-depth: server-side filter is primary protection; client-side type guard is secondary" + - "Type-switch pattern in handleFieldClick — getFieldType() !== 'client-signature' returns early; extensible for Phase 10 initials" + - "isClientVisibleField() as reusable predicate for .filter() on signatureFields arrays" + +key-files: + created: [] + modified: + - "teressa-copeland-homes/src/app/api/sign/[token]/route.ts" + - "teressa-copeland-homes/src/app/sign/[token]/_components/SigningPageClient.tsx" + +key-decisions: + - "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" + - "POST handler in route.ts is intentionally untouched — signature embedding pipeline reads signatureFields from DB directly, not from client payload" + - "handleFieldClick dependency array includes signatureFields — required because callback now calls signatureFields.find()" + - "Phase 8 ships atomically: 08-01 schema + 08-02 boundary enforcement together; no intermediate state where type discriminant exists but filter is absent" + +patterns-established: + - "Type-switch guard pattern: const field = signatureFields.find(f => f.id === fieldId); if (getFieldType(field) !== 'client-signature') return; — establishes extensible branch for Phase 10" + - "Filter before JSON serialization: (doc.signatureFields ?? []).filter(isClientVisibleField) — server owns the boundary" + +requirements-completed: [FIELD-01] + +# Metrics +duration: ~10min (continuation from checkpoint) +completed: 2026-03-21 +--- + +# Phase 8 Plan 02: Signing Page Safety Summary + +**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** + +## Performance + +- **Duration:** ~10 min (continuation agent from human-verify checkpoint) +- **Started:** 2026-03-21 (resumed from checkpoint) +- **Completed:** 2026-03-21T17:54:22Z +- **Tasks:** 3 (Tasks 1 and 2 completed in prior session; Task 3 checkpoint approved and recorded) +- **Files modified:** 2 + +## Accomplishments + +- 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 +- 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 +- 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 +- Human verification checkpoint approved: TypeScript compiles clean, all guards confirmed, backward compatibility with v1.0 signing sessions verified + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: Add isClientVisibleField filter to GET /api/sign/[token] route** - `ea3365f` (feat) +2. **Task 2: Add type-branching guards to SigningPageClient.tsx** - `06e477b` (feat) +3. **Task 3: Human verification of Phase 8 safety gate** - `0db26db` (docs — checkpoint approval) + +**Plan metadata:** (committed with this SUMMARY) + +## Files Created/Modified + +- `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 +- `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 + +## Decisions Made + +- 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. +- 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. +- `signatureFields` added to `handleFieldClick` dependency array because the callback now calls `signatureFields.find()`. This is correct React hook semantics. +- 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. + +## Deviations from Plan + +None — plan executed exactly as written. Both auto-task changes matched the specified diffs precisely. Human verification checkpoint approved without issues. + +## Issues Encountered + +None. + +## User Setup Required + +None — no external service configuration required. + +## Next Phase Readiness + +- Phase 8 is fully complete: schema foundation (08-01) and signing page safety (08-02) are both active +- 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 +- Phase 10 (initials field type) is unblocked — the `handleFieldClick` type-switch pattern is established and ready for an `else if (getFieldType(field) === 'initials')` branch + +--- +*Phase: 08-schema-foundation-and-signing-page-safety* +*Completed: 2026-03-21*