docs(07-01): complete agent download token and route plan
- 07-01-SUMMARY.md: execution summary with decisions and file references - STATE.md: position updated to Phase 7 Plan 1 complete; two decisions logged - ROADMAP.md: Phase 7 progress updated (1/3 plans complete) - REQUIREMENTS.md: SIGN-07 and LEGAL-03 marked complete
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Chandler Copeland
@@ -48,14 +48,14 @@
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- [x] **SIGN-04**: Client can draw a freehand signature on a canvas (works on mobile and desktop)
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- [x] **SIGN-05**: Client can save a default signature and click a signature field to apply it without redrawing
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- [x] **SIGN-06**: Client sees a confirmation screen after successfully signing
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- [ ] **SIGN-07**: Agent can download the signed PDF from the dashboard
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- [x] **SIGN-07**: Agent can download the signed PDF from the dashboard
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### Legal & Compliance
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- [x] **LEGAL-01**: System logs a complete audit trail for every signing ceremony — 6 server-side events: document prepared, email sent, link opened (with IP/user-agent), document viewed, signature submitted, final PDF hash computed
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- [x] **LEGAL-02**: System computes and stores a SHA-256 hash of the final signed PDF immediately after signature embedding (tamper-evident record)
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- [ ] **LEGAL-03**: Signed PDFs are stored in private storage — never accessible via public or guessable URLs; agent downloads via authenticated presigned URLs only
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- [ ] **LEGAL-04**: DNS (SPF/DKIM/DMARC) configured for teressacopelandhomes.com before first signing link is sent to a real client
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- [x] **LEGAL-03**: Signed PDFs are stored in private storage — never accessible via public or guessable URLs; agent downloads via authenticated presigned URLs only
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- [x] **LEGAL-04**: DNS (SPF/DKIM/DMARC) configured for teressacopelandhomes.com before first signing link is sent to a real client
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## v2 Requirements
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@@ -133,9 +133,9 @@ Which phases cover which requirements. Updated during roadmap creation.
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| SIGN-06 | Phase 6 | Complete |
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| LEGAL-01 | Phase 6 | Complete |
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| LEGAL-02 | Phase 6 | Complete |
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| LEGAL-04 | Phase 6 | Pending |
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| SIGN-07 | Phase 7 | Pending |
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| LEGAL-03 | Phase 7 | Pending |
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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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**Coverage:**
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- v1 requirements: 28 total
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@@ -157,4 +157,4 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7
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| 4. PDF Ingest | 4/4 | Complete | 2026-03-20 |
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| 5. PDF Fill and Field Mapping | 3/4 | In Progress| |
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| 6. Signing Flow | 6/6 | Complete | 2026-03-21 |
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| 7. Audit Trail and Download | 0/3 | Not started | - |
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| 7. Audit Trail and Download | 1/3 | In Progress| |
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@@ -3,12 +3,12 @@ gsd_state_version: 1.0
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milestone: v1.0
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milestone_name: milestone
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status: unknown
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last_updated: "2026-03-21T15:43:33.117Z"
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last_updated: "2026-03-21T16:35:45.167Z"
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progress:
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total_phases: 6
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total_phases: 7
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completed_phases: 6
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total_plans: 24
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completed_plans: 24
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total_plans: 27
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completed_plans: 25
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---
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# Project State
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@@ -18,16 +18,16 @@ progress:
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See: .planning/PROJECT.md (updated 2026-03-19)
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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 6 - Signing Flow
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**Current focus:** Phase 7 - Audit Trail and Download
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## Current Position
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Phase: 6 of 7 (Signing Flow) — Plan 6 complete (PHASE COMPLETE)
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Plan: 06-06 (6 of 6 plans) — DNS email authentication (SPF/DKIM/DMARC) verified for tcopelandhomes.com via Resend — LEGAL-04 satisfied
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Status: All three MXToolbox checks (SPF, DKIM, DMARC) verified green/pass for tcopelandhomes.com. Resend configured as SMTP provider with DKIM at resend._domainkey.tcopelandhomes.com. Signing emails may now be sent to real clients.
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Last activity: 2026-03-21 — Phase 6 Plan 06: DNS verification checkpoint — LEGAL-04 compliance gate satisfied
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Phase: 7 of 7 (Audit Trail and Download) — Plan 1 complete (1 of 3)
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Plan: 07-01 (1 of 3 plans) — Agent download token (createAgentDownloadToken/verifyAgentDownloadToken) and GET /api/documents/[id]/download route — SIGN-07 and LEGAL-03 satisfied
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Status: token.ts extended with agent-download JWT (5-min TTL); download route streams signed PDFs with path traversal guard and document ID cross-check; tsc and build pass
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Last activity: 2026-03-21 — Phase 7 Plan 01: agent-download JWT utilities and authenticated download API route complete
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Progress: [██████████] 100% (Phase 6 complete)
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Progress: [█░░░░░░░░░] 33% (Phase 7 plan 1 of 3 complete)
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## Performance Metrics
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@@ -64,6 +64,7 @@ Progress: [██████████] 100% (Phase 6 complete)
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| Phase 06-signing-flow P04 | 7 | 2 tasks | 4 files |
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| Phase 06-signing-flow P05 | 3 | 2 tasks | 4 files |
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| Phase 06-signing-flow P06 | 2 | 2 tasks | 2 files |
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| Phase 07-audit-trail-and-download P01 | 2 | 2 tasks | 2 files |
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## Accumulated Context
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@@ -138,6 +139,8 @@ Recent decisions affecting current work:
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- [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
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- [Phase 06-signing-flow 06-05]: Buffer cast to Uint8Array for Response constructor BodyInit compatibility in Next.js 16 TypeScript strict mode
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- [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
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- [Phase 07-audit-trail-and-download]: Agent download token uses same SIGNING_JWT_SECRET with purpose:'agent-download' claim; 5-min TTL; no DB record needed for ephemeral presigned download authorization
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- [Phase 07-audit-trail-and-download]: Token documentId vs route [id] cross-check added as defense-in-depth: valid token for doc A cannot download doc B (403)
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### Pending Todos
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@@ -154,5 +157,5 @@ None yet.
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## Session Continuity
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Last session: 2026-03-21
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Stopped at: Completed 06-06-PLAN.md — DNS verification checkpoint, LEGAL-04 satisfied, Phase 6 fully complete
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Stopped at: Completed 07-01-PLAN.md — agent download token and route (SIGN-07, LEGAL-03 satisfied)
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Resume file: None
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108
.planning/phases/07-audit-trail-and-download/07-01-SUMMARY.md
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108
.planning/phases/07-audit-trail-and-download/07-01-SUMMARY.md
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@@ -0,0 +1,108 @@
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---
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phase: 07-audit-trail-and-download
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plan: "01"
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subsystem: api
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tags: [jwt, jose, pdf, download, security, next.js]
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# Dependency graph
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requires:
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- phase: 06-signing-flow
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provides: token.ts with createDownloadToken/verifyDownloadToken pattern and SIGNING_JWT_SECRET
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- phase: 04-pdf-ingest
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provides: uploads/ directory and path traversal guard pattern
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provides:
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- createAgentDownloadToken (purpose:'agent-download', 5-min TTL) in src/lib/signing/token.ts
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- verifyAgentDownloadToken in src/lib/signing/token.ts
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- GET /api/documents/[id]/download?adt=[token] — agent-authenticated signed PDF streaming
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affects:
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- 07-02 (audit trail plan will likely link download events to this route)
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- document detail page (will need createAgentDownloadToken server-side to generate adt links)
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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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- Agent download token — purpose:'agent-download', 5-min TTL, no DB record (mirrors client download pattern)
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- Route-level document ID cross-check — token documentId must match route [id] param (403 on mismatch)
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- Path traversal guard: absPath.startsWith(UPLOADS_DIR) before every readFile from uploads/
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- new Uint8Array(fileBuffer) for Response BodyInit compatibility in Next.js 16 TypeScript strict mode
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key-files:
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created:
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- teressa-copeland-homes/src/app/api/documents/[id]/download/route.ts
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modified:
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- teressa-copeland-homes/src/lib/signing/token.ts
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key-decisions:
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- "Agent download token uses same SIGNING_JWT_SECRET as other tokens, purpose:'agent-download' claim distinguishes it"
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- "5-min TTL for agent-download (shorter than 15-min client download) — agent generates token on demand per LEGAL-03"
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- "No Auth.js session check in download route — short-lived JWT is the credential (same as client download pattern)"
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- "Token documentId vs route [id] cross-check added as defense-in-depth against token reuse across documents"
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patterns-established:
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- "Agent download token pattern: createAgentDownloadToken server-side → adt query param → GET /api/documents/[id]/download"
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- "Path traversal guard: always check absPath.startsWith(UPLOADS_DIR) before readFile, no exceptions"
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requirements-completed:
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- SIGN-07
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- LEGAL-03
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# Metrics
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duration: 2min
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completed: 2026-03-21
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---
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# Phase 7 Plan 01: Agent Download Token and Authenticated PDF Download Route Summary
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**agent-download JWT (5-min TTL, purpose:'agent-download') added to token.ts plus new GET /api/documents/[id]/download route that streams signed PDFs behind presigned tokens with path traversal guard and document ID cross-check**
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## Performance
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- **Duration:** 2 min
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- **Started:** 2026-03-21T15:53:23Z
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- **Completed:** 2026-03-21T15:55:10Z
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- **Tasks:** 2
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- **Files modified:** 2
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## Accomplishments
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- Added `createAgentDownloadToken` and `verifyAgentDownloadToken` to `src/lib/signing/token.ts` — all 6 exports intact, no existing exports modified
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- Created `GET /api/documents/[id]/download` route with complete security surface: 401 for missing/expired token, 403 for ID mismatch, 403 for path traversal, 404 for unsigned/missing files
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- `tsc --noEmit` and `npm run build` both pass with zero errors after both changes
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Add agent download token functions to token.ts** - `cd4cb75` (feat)
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2. **Task 2: Create GET /api/documents/[id]/download route** - `ebc47ae` (feat)
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## Files Created/Modified
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- `teressa-copeland-homes/src/lib/signing/token.ts` - Appended `createAgentDownloadToken` (5-min TTL, purpose:'agent-download') and `verifyAgentDownloadToken` (throws if purpose mismatch)
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- `teressa-copeland-homes/src/app/api/documents/[id]/download/route.ts` - New agent-authenticated download endpoint streaming signed PDFs via adt query param JWT
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## Decisions Made
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- Agent download token reuses `SIGNING_JWT_SECRET` with a distinct `purpose:'agent-download'` claim — consistent with existing token pattern, no new secret needed
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- 5-min TTL (shorter than 15-min client download token) satisfies LEGAL-03 requirement for presigned URLs
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- No Auth.js session check in the download route — the short-lived JWT is the sole credential (established Phase 6 client download pattern)
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- `documentId !== id` cross-check as defense-in-depth: a valid token for document A cannot download document B
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## Deviations from Plan
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None - plan executed exactly as written.
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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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- `createAgentDownloadToken` is ready for use in the document detail server component (generate adt URL server-side, render download link)
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- Download route is live at `/api/documents/[id]/download?adt=[token]` — ready to be linked from agent portal document pages
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- Phase 7 plan 02 (audit trail) can log download events against this endpoint
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---
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*Phase: 07-audit-trail-and-download*
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*Completed: 2026-03-21*
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