From 119edc249175a39281f0f3d0fbd6cae9ccb80f1f Mon Sep 17 00:00:00 2001 From: Chandler Copeland Date: Fri, 20 Mar 2026 11:44:32 -0600 Subject: [PATCH] =?UTF-8?q?docs(06-05):=20complete=20confirmation=20page?= =?UTF-8?q?=20+=20download=20route=20plan=20=E2=80=94=20SUMMARY,=20STATE,?= =?UTF-8?q?=20ROADMAP=20updated?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit - Post-signing confirmation page with success checkmark, document name, timestamp, 15-min download token - GET /api/sign/[token]/download streams signedFilePath PDF via short-lived download JWT - Phase 6 (signing flow) all 5 plans complete - SIGN-06 requirement marked complete --- .planning/REQUIREMENTS.md | 4 +- .planning/ROADMAP.md | 2 +- .planning/STATE.md | 18 ++- .../phases/06-signing-flow/06-05-SUMMARY.md | 134 ++++++++++++++++++ 4 files changed, 148 insertions(+), 10 deletions(-) create mode 100644 .planning/phases/06-signing-flow/06-05-SUMMARY.md diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index 4d4b8e9..d0c2ee0 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -47,7 +47,7 @@ - [x] **SIGN-03**: Client opens the link in any browser and sees the prepared PDF with signature fields highlighted - [x] **SIGN-04**: Client can draw a freehand signature on a canvas (works on mobile and desktop) - [x] **SIGN-05**: Client can save a default signature and click a signature field to apply it without redrawing -- [ ] **SIGN-06**: Client sees a confirmation screen after successfully signing +- [x] **SIGN-06**: Client sees a confirmation screen after successfully signing - [ ] **SIGN-07**: Agent can download the signed PDF from the dashboard ### Legal & Compliance @@ -130,7 +130,7 @@ Which phases cover which requirements. Updated during roadmap creation. | SIGN-03 | Phase 6 | Complete | | SIGN-04 | Phase 6 | Complete | | SIGN-05 | Phase 6 | Complete | -| SIGN-06 | Phase 6 | Pending | +| SIGN-06 | Phase 6 | Complete | | LEGAL-01 | Phase 6 | Complete | | LEGAL-02 | Phase 6 | Complete | | LEGAL-04 | Phase 6 | Pending | diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 180c73a..5d3ff7c 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -153,5 +153,5 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 | 3. Agent Portal Shell | 4/4 | Complete | 2026-03-19 | | 4. PDF Ingest | 4/4 | Complete | 2026-03-20 | | 5. PDF Fill and Field Mapping | 3/4 | In Progress| | -| 6. Signing Flow | 4/6 | In Progress| | +| 6. Signing Flow | 5/6 | In Progress| | | 7. Audit Trail and Download | 0/? | Not started | - | diff --git a/.planning/STATE.md b/.planning/STATE.md index aa98ea1..360f968 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -8,7 +8,7 @@ progress: total_phases: 6 completed_phases: 5 total_plans: 24 - completed_plans: 22 + completed_plans: 23 --- # Project State @@ -22,12 +22,12 @@ See: .planning/PROJECT.md (updated 2026-03-19) ## Current Position -Phase: 6 of 7 (Signing Flow) — Plan 4 complete -Plan: 06-04 (4 of 5 plans) — SignatureModal, atomic POST submission, SHA-256 hash, audit trail -Status: SignatureModal with Draw/Type/Use Saved tabs (signature_pad + DPR scaling), POST /api/sign/[token] with atomic one-time-use claim, embedSignatureInPdf, pdfHash stored, document status=Signed, full LEGAL-01 audit trail, /sign/[token]/confirmed page — npm run build passes cleanly. -Last activity: 2026-03-20 — Phase 6 Plan 04: signature modal + submission route +Phase: 6 of 7 (Signing Flow) — Plan 5 complete (PHASE COMPLETE) +Plan: 06-05 (5 of 5 plans) — Post-signing confirmation page + client PDF download with 15-min token +Status: Confirmation page at /sign/[token]/confirmed shows success checkmark, document name, signed timestamp, and download button. GET /api/sign/[token]/download streams signedFilePath PDF authorized by short-lived download JWT (dt param). createDownloadToken/verifyDownloadToken added to token.ts. SigningPageClient uses router.push. npm run build passes cleanly. +Last activity: 2026-03-20 — Phase 6 Plan 05: confirmation page + download route -Progress: [█████████░] 91% +Progress: [█████████░] 95% ## Performance Metrics @@ -62,6 +62,7 @@ Progress: [█████████░] 91% | Phase 06-signing-flow P02 | 2 | 2 tasks | 4 files | | Phase 06-signing-flow P03 | 3 | 2 tasks | 6 files | | Phase 06-signing-flow P04 | 7 | 2 tasks | 4 files | +| Phase 06-signing-flow P05 | 3 | 2 tasks | 4 files | ## Accumulated Context @@ -133,6 +134,9 @@ Recent decisions affecting current work: - [Phase 06-signing-flow 06-04]: POST /api/sign/[token] atomic claim via Drizzle UPDATE...WHERE isNull(usedAt).returning() — 0 rows = 409, PDF never written on race condition - [Phase 06-signing-flow 06-04]: /sign/[token]/confirmed is static server component — token already used at this point, no re-validation needed - [Phase 06-signing-flow 06-04]: sendAgentNotificationEmail is fire-and-forget via .then().catch() — email failure must never prevent the signing confirmation from reaching the client +- [Phase 06-signing-flow 06-05]: Download token uses purpose:'download' claim with same SIGNING_JWT_SECRET — no DB record needed for 15-min ephemeral download authorization +- [Phase 06-signing-flow 06-05]: Buffer cast to Uint8Array for Response constructor BodyInit compatibility in Next.js 16 TypeScript strict mode +- [Phase 06-signing-flow 06-05]: router.push replaces window.location.href for confirmed page navigation — SPA navigation consistent with Next.js App Router patterns ### Pending Todos @@ -149,5 +153,5 @@ None yet. ## Session Continuity Last session: 2026-03-20 -Stopped at: Completed 06-04-PLAN.md — SignatureModal, POST submission route, confirmed page +Stopped at: Completed 06-05-PLAN.md — confirmation page, client PDF download route, Phase 6 complete Resume file: None diff --git a/.planning/phases/06-signing-flow/06-05-SUMMARY.md b/.planning/phases/06-signing-flow/06-05-SUMMARY.md new file mode 100644 index 0000000..9d77f5b --- /dev/null +++ b/.planning/phases/06-signing-flow/06-05-SUMMARY.md @@ -0,0 +1,134 @@ +--- +phase: 06-signing-flow +plan: "05" +subsystem: ui, api +tags: [jwt, pdf, signing, next.js, jose, download] + +# Dependency graph +requires: + - phase: 06-04 + provides: POST /api/sign/[token] returning ok:true + documents.signedFilePath populated + - phase: 06-01 + provides: token.ts with createSigningToken/verifySigningToken and jose JWT utilities + +provides: + - Confirmation page at /sign/[token]/confirmed — success checkmark, document name, signed timestamp, download button + - GET /api/sign/[token]/download — streams signedFilePath PDF using 15-min download JWT (dt query param) + - createDownloadToken / verifyDownloadToken in token.ts — short-lived download-only JWTs (no DB record) + - router.push navigation to confirmed page after successful POST submit + +affects: + - 07-phase (any future phase referencing signing completion flow) + +# Tech tracking +tech-stack: + added: [] + patterns: + - Short-lived single-purpose JWT (purpose:'download') for client file download authorization, no DB row needed + - Server-side download token generation at page render time passed as query param + - Uint8Array cast for Buffer -> Response BodyInit compatibility in Next.js 16 + +key-files: + created: + - teressa-copeland-homes/src/app/api/sign/[token]/download/route.ts + - teressa-copeland-homes/src/app/sign/[token]/confirmed/page.tsx (replaced placeholder) + modified: + - teressa-copeland-homes/src/lib/signing/token.ts + - teressa-copeland-homes/src/app/sign/[token]/_components/SigningPageClient.tsx + +key-decisions: + - "Download token uses purpose:'download' claim — same SIGNING_JWT_SECRET but separate purpose discriminator, no DB storage needed for 15-min TTL" + - "Buffer cast to Uint8Array for Response constructor BodyInit type compatibility (Next.js 16 / TypeScript strict)" + - "router.push replaces window.location.href for confirmed redirect — SPA navigation, consistent with Next.js patterns" + - "Download token generated server-side at confirmed page render; valid 15min from page load" + +patterns-established: + - "Short-lived download JWT pattern: SignJWT({ documentId, purpose: 'download' }) + 15m expiry, no DB row needed for ephemeral download auth" + - "Buffer -> Uint8Array cast for Response BodyInit in Next.js 16 API routes" + +requirements-completed: + - SIGN-06 + +# Metrics +duration: 3min +completed: 2026-03-20 +--- + +# Phase 06 Plan 05: Post-Signing Confirmation + Client PDF Download Summary + +**Post-signing confirmation page with document name, signed timestamp, and 15-min download token; GET /api/sign/[token]/download streams signedFilePath PDF authorized by short-lived download JWT** + +## Performance + +- **Duration:** 3 min +- **Started:** 2026-03-20T17:40:19Z +- **Completed:** 2026-03-20T17:42:56Z +- **Tasks:** 2 +- **Files modified:** 4 + +## Accomplishments +- Extended `token.ts` with `createDownloadToken` / `verifyDownloadToken` using `purpose:'download'` claim and 15-min TTL (no DB row) +- Created `GET /api/sign/[token]/download` route: validates `dt` query param JWT, path traversal guard, streams `signedFilePath` as `application/pdf` with `Content-Disposition: attachment` +- Replaced static placeholder `confirmed/page.tsx` with full server component: verifies signing token, fetches document name + signed timestamp, generates download token, renders success UX per locked design decisions +- Updated `SigningPageClient.tsx` to use `router.push` (via `useRouter`) instead of `window.location.href` for confirmed page navigation + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: Download token utilities + download API route** - `a276da0` (feat) +2. **Task 2: Confirmation page + redirect from signing client** - `4cdd9ee` (feat) + +**Plan metadata:** (docs commit — pending final step) + +## Files Created/Modified +- `teressa-copeland-homes/src/lib/signing/token.ts` - Added `createDownloadToken` and `verifyDownloadToken` exports +- `teressa-copeland-homes/src/app/api/sign/[token]/download/route.ts` - New: GET download handler with JWT validation + PDF streaming +- `teressa-copeland-homes/src/app/sign/[token]/confirmed/page.tsx` - Replaced static placeholder with full server component (doc name, timestamp, download button) +- `teressa-copeland-homes/src/app/sign/[token]/_components/SigningPageClient.tsx` - Switched `window.location.href` to `router.push` for confirmed navigation + +## Decisions Made +- Download token uses same `SIGNING_JWT_SECRET` but `purpose:'download'` discriminates from signing tokens — no DB record needed for 15-min ephemeral download +- `Buffer` cast to `Uint8Array` for `Response` constructor compatibility in Next.js 16 TypeScript strict mode +- `router.push` preferred over `window.location.href` for SPA navigation consistency with Next.js App Router + +## Deviations from Plan + +### Auto-fixed Issues + +**1. [Rule 1 - Bug] Fixed Buffer type incompatibility with Response BodyInit** +- **Found during:** Task 1 (download API route) +- **Issue:** `new Response(fileBuffer, ...)` failed TypeScript type check — `Buffer` is not assignable to `BodyInit | null | undefined` in Next.js 16 strict mode +- **Fix:** Cast `fileBuffer` as `new Uint8Array(fileBuffer)` before passing to `Response` constructor +- **Files modified:** `teressa-copeland-homes/src/app/api/sign/[token]/download/route.ts` +- **Verification:** `npm run build` passes cleanly +- **Committed in:** a276da0 (Task 1 commit) + +--- + +**Total deviations:** 1 auto-fixed (1 type/bug fix) +**Impact on plan:** Auto-fix necessary for build correctness. No scope creep. + +## Issues Encountered +- Next.js 16 TypeScript strict mode rejects `Buffer` as `Response` body — required `Uint8Array` cast (type compatibility, not runtime behavior change). + +## User Setup Required +None — no external service configuration required. + +## Next Phase Readiness +- Complete e-signing ceremony is end-to-end: send link -> view PDF -> sign all fields -> submit -> confirmation page -> download signed PDF +- SIGN-06 requirement fulfilled: confirmation page with checkmark, document name, timestamp, download button +- Phase 6 (signing flow) is fully complete — all 5 plans executed +- Ready for Phase 7 or production deployment when DNS/email is configured + +--- +*Phase: 06-signing-flow* +*Completed: 2026-03-20* + +## Self-Check: PASSED + +- FOUND: teressa-copeland-homes/src/app/sign/[token]/confirmed/page.tsx +- FOUND: teressa-copeland-homes/src/app/api/sign/[token]/download/route.ts +- FOUND: .planning/phases/06-signing-flow/06-05-SUMMARY.md +- FOUND commit: a276da0 (Task 1) +- FOUND commit: 4cdd9ee (Task 2)