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docs(03-02): complete portal shell plan — layout, nav, components, client actions

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- 03-02-SUMMARY.md: plan summary with task commits, deviations, and decisions
- STATE.md: updated current position to Phase 3 Plan 02 complete, added decisions
- ROADMAP.md: Phase 3 progress updated (2/4 plans complete)
This commit is contained in:
Chandler Copeland
2026-03-19 16:43:37 -06:00
parent 5b87201b28
commit 59acc62606
3 changed files with 168 additions and 11 deletions
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28
.planning/STATE.md
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@@ -3,12 +3,12 @@ gsd_state_version: 1.0
milestone: v1.0
milestone_name: milestone
status: unknown
last_updated: "2026-03-19T21:27:39.353Z"
last_updated: "2026-03-19T22:42:39.547Z"
progress:
total_phases: 2
total_phases: 3
completed_phases: 2
total_plans: 6
completed_plans: 6
total_plans: 10
completed_plans: 8
---
# Project State
@@ -18,14 +18,14 @@ progress:
See: .planning/PROJECT.md (updated 2026-03-19)
**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 2 - Marketing Site
**Current focus:** Phase 3 - Agent Portal Shell
## Current Position
Phase: 2 of 7 (Marketing Site) — COMPLETE
Plan: 02-03 complete (all 3 plans in phase complete)
Status: Phase 2 complete — awaiting Phase 3 start
Last activity: 2026-03-19 — Plan 02-03 complete: Human verification approved all 7 checklist items; Phase 2 marketing site complete
Phase: 3 of 7 (Agent Portal Shell) — In Progress
Plan: 03-02 complete (2 of 4 plans in phase complete)
Status: Phase 3 in progress — portal layout, nav, shared components, and client actions complete; awaiting 03-03 (Client CRUD UI) start
Last activity: 2026-03-19 — Plan 03-02 complete: Portal layout/PortalNav, StatusBadge, DocumentsTable, and createClient/updateClient/deleteClient server actions
Progress: [████░░░░░░] 40%
@@ -49,6 +49,8 @@ Progress: [████░░░░░░] 40%
*Updated after each plan completion*
| Phase 02-marketing-site P01 | 5 | 2 tasks | 8 files |
| Phase 03-agent-portal-shell P01 | 3 | 2 tasks | 6 files |
| Phase 03-agent-portal-shell P02 | 8 | 3 tasks | 5 files |
## Accumulated Context
@@ -72,6 +74,12 @@ Recent decisions affecting current work:
- [Phase 02-marketing-site 02-02]: nodemailer pinned to ^7.0.7 — v8 conflicts with next-auth@5.0.0-beta.30 peerOptional dep
- [Phase 02-marketing-site 02-02]: useActionState imported from 'react' not 'react-dom' — React 19 canonical API (useFormState removed in React 19)
- [Phase 02-marketing-site 02-02]: Honeypot silent success pattern — bots receive status:success without email sent, preventing bot discovery of rejection
- [Phase 03-agent-portal-shell]: documentStatusEnum exported before documents table in schema.ts — pgEnum must precede referencing table or drizzle-kit may omit CREATE TYPE from migration
- [Phase 03-agent-portal-shell]: Portal route protection: add new prefix to both middleware.ts matcher array AND auth.config.ts authorized callback isPortalRoute check — mirrors existing /agent pattern
- [Phase 03-agent-portal-shell]: Post-login redirect changed from /agent/dashboard to /portal/dashboard — agent portal lives at /portal prefix going forward
- [Phase 03-agent-portal-shell]: Zod v4 uses .issues not .errors for ZodError — updated plan-specified .errors[0].message to .issues[0].message in client server actions
- [Phase 03-agent-portal-shell]: updateClient uses bind pattern (id pre-bound) so useActionState passes prevState + formData as remaining args — caller does updateClient.bind(null, clientId)
- [Phase 03-agent-portal-shell]: PortalNav is a client component (usePathname requires use client); active link state driven by pathname.startsWith(href) with gold border-b-2 underline
### Pending Todos
@@ -88,5 +96,5 @@ None yet.
## Session Continuity
Last session: 2026-03-19
Stopped at: Completed 02-03-PLAN.md — Human verification approved; Phase 2 marketing site complete with visual fixes (hero objectPosition, contact field styling, testimonial accent bar)
Stopped at: Completed 03-02-PLAN.md — Portal shell built: authenticated layout, PortalNav, StatusBadge, DocumentsTable, and client server actions (createClient, updateClient, deleteClient)
Resume file: None