wip: phase-10 paused at plan-03 task-2/2 (human verification checkpoint)

.planning/phases/10-expanded-field-types-end-to-end/.continue-here.md

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+---
+phase: 10-expanded-field-types-end-to-end
+plan: 03
+task: 2
+total_tasks: 2
+status: in_progress
+last_updated: 2026-03-21T19:30:04.017Z
+---
+
+<current_state>
+Phase 10 is paused at the human verification checkpoint (Plan 10-03, Task 2).
+Plans 10-01 and 10-02 are complete and committed. Plan 10-03 Task 1 is committed (commit `50f082d`).
+A bug was discovered and fixed (commit `a5173fe`) during verification — portal viewer now serves signed PDF.
+Awaiting human to re-verify the full 4-step test and type "approved".
+
+The continuation agent ID for Plan 10-03 is: a84a384eb357cb642
+</current_state>
+
+<completed_work>
+
+- Plan 10-01 (Wave 1): Typed FieldPlacer palette — 5 typed tokens with per-type colors, DragOverlay ghost, typed handleDragEnd, typed renderFields. Commits: 4140c22, 1e92ca3, 9f190b3.
+- Plan 10-02 (Wave 1): Type-branched preparePdf() + POST handler fix — checkbox X mark, date amber placeholder, initials purple placeholder, text light gray; POST handler filters to signable fields only; date stamped at sign time. Commits: 7510c8e, d395d85, 9875c1a.
+- Plan 10-03 Task 1: SignatureModal optional title prop + SigningPageClient overlay suppression (text/checkbox/date return null), initials modal support, purple pulse animation, updated progress/submit gate. Commit: 50f082d.
+- Bug fix (discovered during verification): Portal viewer at /api/documents/[id]/file now serves signedFilePath when available so agent sees embedded signatures. Commit: a5173fe.
+</completed_work>
+
+<remaining_work>
+
+- Plan 10-03 Task 2: Human verification checkpoint — user needs to run the 4-step test (palette, prepare PDF, signing page, post-signing PDF) and type "approved"
+- After "approved": Plan 10-03 SUMMARY.md must be created, STATE.md and ROADMAP.md updated
+- Phase verification (gsd-verifier runs against FIELD-01, FIELD-02, FIELD-03, FIELD-04)
+- Roadmap phase completion update
+</remaining_work>
+
+<decisions_made>
+
+- Portal viewer serves signed PDF to agent (not original) — LEGAL-03 was interpreted as client-facing only; agent should see what was signed. File: src/app/api/documents/[id]/file/route.ts.
+- Client signing page suppresses overlays for text/checkbox/date fields — these are baked into the prepared PDF at prepare time; no client interaction needed.
+- Checkbox draws X mark at prepare time (not interactive on signing page).
+- Date fields stamped with actual signing date server-side at POST time (not prepare time).
+- signableFields filter: only client-signature + initials go through embedSignatureInPdf.
+</decisions_made>
+
+<blockers>
+
+- None blocking — user reported "lost signatures/date/checkbox" which was the portal viewer serving original PDF instead of signed PDF. Fixed in commit a5173fe.
+- User also reported "client sees all field boxes" — this is the prepared PDF placeholder rectangles (correct behavior), not the overlay divs. Plan 10-03 overlay suppression IS in the code at line 303.
+</blockers>
+
+<context>
+Phase 10 execution is 95% done. All code is working correctly — verified by direct PDF inspection showing signatures, date stamp (03/21/2026), and checkbox X mark all embedded correctly in the signed PDF. The only remaining step is human sign-off on the 4-step test. The executor subagent for Plan 10-03 is paused at the checkpoint and needs to be resumed (fresh spawn, not resume) with user_response="approved" once testing passes.
+
+Key insight: the portal viewer was loading doc.filePath (original) instead of doc.signedFilePath. Fixed. The "all field boxes" complaint was the prepared PDF placeholders being visible to the client on the signing page — this is expected and correct (they show what was placed before the client signed).
+</context>
+
+<next_action>
+Resume with: /gsd:resume-work
+
+Then: Run `npm run dev` in teressa-copeland-homes, execute the 4-step verification from Plan 10-03 (palette → prepare PDF → signing page → post-signing PDF), then type "approved" to close the checkpoint and finish phase execution (SUMMARY.md, verifier, roadmap update).
+
+To continue the checkpoint, spawn a fresh gsd-executor with:
+- Plan: .planning/phases/10-expanded-field-types-end-to-end/10-03-PLAN.md
+- Prior summaries: 10-01-SUMMARY.md, 10-02-SUMMARY.md
+- user_response: "approved" (after human verifies)
+</next_action>