docs(16-01): complete multi-signer state wiring plan
- SUMMARY.md created for 16-01 plan - STATE.md updated: plan advanced to 16-02, progress bar updated, decisions logged - ROADMAP.md updated: phase 16 shows 1/4 plans complete - REQUIREMENTS.md: MSIGN-01, MSIGN-02, MSIGN-03 marked complete Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
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Chandler Copeland
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---
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phase: 16-multi-signer-ui
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plan: 01
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subsystem: ui
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tags: [react, typescript, next.js, multi-signer, state-management]
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# Dependency graph
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requires:
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- phase: 14-multi-signer-schema
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provides: DocumentSigner interface and documents.signers JSONB column
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- phase: 15-multi-signer-backend
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provides: Backend APIs for multi-signer sending and token dispatch
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provides:
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- signers state (DocumentSigner[]) in DocumentPageClient, seeded from server-side doc.signers
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- unassignedFieldIds state (Set<string>) in DocumentPageClient for send-block validation
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- Props threaded: DocumentPageClient -> PreparePanel (signers, onSignersChange, unassignedFieldIds, onUnassignedFieldIdsChange)
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- Props threaded: DocumentPageClient -> PdfViewerWrapper -> PdfViewer -> FieldPlacer (signers, unassignedFieldIds)
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affects: [16-02-prepare-panel-signer-list, 16-03-field-placer-signer-assignment, 16-04-send-block-validation]
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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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- "State lifted to DocumentPageClient as single source of truth for signers and unassignedFieldIds"
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- "Optional prop threading pattern — new props added as optional to all components in chain; defaults applied at FieldPlacer leaf"
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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/portal/(protected)/documents/[docId]/page.tsx
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewerWrapper.tsx
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx
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key-decisions:
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- "PreparePanel interface extended with optional signers props in this plan so TypeScript compiles cleanly — Wave 2 plans will consume these props"
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- "Prop threading uses optional types throughout the chain with sensible defaults ([] and new Set()) at FieldPlacer leaf"
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patterns-established:
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- "Multi-signer state lives in DocumentPageClient — single owner, threads down to both PreparePanel and PdfViewer chain"
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- "unassignedFieldIds uses Set<string> to enable O(1) field lookup in FieldPlacer render loop"
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requirements-completed: [MSIGN-01, MSIGN-02, MSIGN-03]
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# Metrics
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duration: 5min
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completed: 2026-04-03
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---
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# Phase 16 Plan 01: Multi-Signer UI State Wiring Summary
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**DocumentSigner[] and unassignedFieldIds Set state added to DocumentPageClient and threaded down to PreparePanel and FieldPlacer (via PdfViewerWrapper/PdfViewer) for Wave 2 consumption**
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## Performance
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- **Duration:** 5 min
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- **Started:** 2026-04-03T22:16:00Z
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- **Completed:** 2026-04-03T22:21:25Z
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- **Tasks:** 2
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- **Files modified:** 6
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## Accomplishments
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- Server page now passes `doc.signers ?? []` as `initialSigners` to DocumentPageClient
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- DocumentPageClient owns `signers: DocumentSigner[]` and `unassignedFieldIds: Set<string>` state
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- Both states threaded to PreparePanel and the full PdfViewerWrapper -> PdfViewer -> FieldPlacer chain
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- TypeScript compiles clean with zero errors
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Thread signers state through DocumentPageClient** - `ac1f1d6` (feat)
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2. **Task 2: Thread signers and unassignedFieldIds through PdfViewerWrapper to FieldPlacer** - `9da2cc6` (feat)
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## Files Created/Modified
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- `src/app/portal/(protected)/documents/[docId]/page.tsx` - Added `initialSigners={doc.signers ?? []}` prop
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- `src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx` - Added signers/unassignedFieldIds state, DocumentSigner import, prop threading
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- `src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx` - Added optional signers/onSignersChange/unassignedFieldIds/onUnassignedFieldIdsChange to interface
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- `src/app/portal/(protected)/documents/[docId]/_components/PdfViewerWrapper.tsx` - Added signers/unassignedFieldIds props, pass-through to PdfViewer
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- `src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx` - Added signers/unassignedFieldIds props, pass-through to FieldPlacer
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- `src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx` - Added DocumentSigner import, signers/unassignedFieldIds to FieldPlacerProps with defaults
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## Decisions Made
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- PreparePanel's interface was extended with the new optional props in this plan (not Wave 2) to keep TypeScript clean. The props are accepted but not yet consumed in PreparePanel's render output — that is Wave 2 work.
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- Prop threading uses optional types (`signers?: DocumentSigner[]`) across all intermediate components, with defaults applied only at the leaf (FieldPlacer: `signers = [], unassignedFieldIds = new Set()`).
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## Deviations from Plan
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### Auto-fixed Issues
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**1. [Rule 2 - Missing Critical] Extended PreparePanel interface to accept new multi-signer props**
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- **Found during:** Task 1 (thread signers state through DocumentPageClient)
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- **Issue:** DocumentPageClient was passing `signers`, `onSignersChange`, `unassignedFieldIds`, and `onUnassignedFieldIdsChange` to PreparePanel but PreparePanel's interface didn't declare these props — TypeScript would error
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- **Fix:** Added four optional props to `PreparePanelProps` interface with a comment noting they are consumed in Wave 2
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- **Files modified:** `PreparePanel.tsx`
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- **Verification:** `npx tsc --noEmit` passes with zero errors
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- **Committed in:** ac1f1d6 (Task 1 commit)
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---
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**Total deviations:** 1 auto-fixed (1 missing critical — interface extension needed for compile)
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**Impact on plan:** Necessary for correctness. PreparePanel was a direct recipient of the new props and had to be aware of them. No scope creep.
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## Issues Encountered
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None — TypeScript resolved cleanly after the single interface extension.
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## Known Stubs
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None — this plan wires state and props only. No data is rendered yet. Wave 2 plans will build the UI that consumes these props.
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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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- Wave 2 plans (16-02 signer list UI, 16-03 FieldPlacer active signer, 16-04 send-block validation) can now receive `signers` and `unassignedFieldIds` as props — the full prop chain is established
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- No blockers
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---
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*Phase: 16-multi-signer-ui*
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*Completed: 2026-04-03*
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