docs(16-04): complete dashboard N/M signed badge plan
- Add 16-04-SUMMARY.md - Update STATE.md: advance plan, update progress, record metrics and session
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.planning/phases/16-multi-signer-ui/16-04-SUMMARY.md
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---
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phase: 16-multi-signer-ui
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plan: "04"
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subsystem: ui
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tags: [drizzle-orm, postgresql, dashboard, signing, multi-signer]
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# Dependency graph
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requires:
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- phase: 16-02
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provides: signingTokens table and per-signer token rows
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- phase: 16-03
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provides: documents.signers JSONB field populated on send
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provides:
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- Dashboard query enriched with signedCount, totalSigners, hasMultipleSigners per document row
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- N/M signed badge rendered in DocumentsTable Status column for multi-signer Sent documents
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affects: [17-deployment, any future dashboard columns]
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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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- "Single batched token-count query + Map lookup avoids N+1 on dashboard load"
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- "DocumentRow type extended with optional fields — backward-compatible, no breaking changes"
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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)/dashboard/page.tsx
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- teressa-copeland-homes/src/app/portal/_components/DocumentsTable.tsx
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key-decisions:
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- "Badge uses bg-blue-50 text-blue-700 per UI-SPEC section 5 (plan success criteria listed bg-amber-50 but UI-SPEC is authoritative)"
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- "Token counts fetched in a single grouped query and joined via Map — no subquery join complexity"
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- "hasMultipleSigners computed as Array.isArray(signers) && signers.length > 0 — null signers treated as single-signer"
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patterns-established:
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- "Dashboard enrichment pattern: select base rows, batch-fetch aggregates, combine via Map"
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requirements-completed: [MSIGN-09]
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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 04: Dashboard N/M Signed Badge Summary
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**Server-side N/M signed badge in dashboard for multi-signer Sent documents, computed from signingTokens with single batched query**
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## Performance
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- **Duration:** ~5 min
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- **Started:** 2026-04-03T00:00:00Z
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- **Completed:** 2026-04-03T00:05:00Z
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- **Tasks:** 2
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- **Files modified:** 2
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## Accomplishments
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- Dashboard page query now imports `signingTokens` and fetches total/signed token counts per document in one grouped query (no N+1)
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- Row enrichment adds `signedCount`, `totalSigners`, and `hasMultipleSigners` to every row before passing to DocumentsTable
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- DocumentsTable `DocumentRow` type extended with optional new fields (backward-compatible)
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- N/M badge renders inline after StatusBadge only for multi-signer (`hasMultipleSigners=true`) documents with status "Sent"
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- Fully-signed documents show only the existing Signed badge (D-13)
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- Single-signer documents show no badge (D-12)
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## Task Commits
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1. **Task 1: Add signing token counts to dashboard query** - `ad4e27a` (feat)
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2. **Task 2: Render N/M signed badge in DocumentsTable Status column** - `29557f0` (feat)
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**Plan metadata:** (docs commit follows)
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## Files Created/Modified
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- `teressa-copeland-homes/src/app/portal/(protected)/dashboard/page.tsx` — Added signingTokens import, sql, batched token count query, enrichedRows computation
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- `teressa-copeland-homes/src/app/portal/_components/DocumentsTable.tsx` — Extended DocumentRow type, added conditional N/M badge render in Status td
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## Decisions Made
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- Badge color: `bg-blue-50 text-blue-700` per UI-SPEC section 5 (Component Inventory section 5). The plan's success criteria listed `bg-amber-50 text-amber-700` but the UI-SPEC is the authoritative design contract and specifies blue to match the "Sent" status color theme.
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- Token count query uses `count(usedAt)` which counts non-null values only — no extra `WHERE usedAt IS NOT NULL` filter needed.
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## Deviations from Plan
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None - plan executed exactly as written. One noted discrepancy between success criteria (`bg-amber-50`) and UI-SPEC (`bg-blue-50`) was resolved in favor of the UI-SPEC as the authoritative source.
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## Issues Encountered
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None. TypeScript compiled clean on both tasks.
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## Known Stubs
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None. Badge is fully wired to live database token counts.
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## Next Phase Readiness
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- Phase 16 plans 01-04 all complete. Multi-signer UI is fully implemented.
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- Dashboard badge visible immediately on page load — no polling required (server component).
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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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