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docs(03-04): complete client profile page and Phase 3 portal verification summary

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Chandler Copeland
2026-03-19 17:34:55 -06:00
parent b186ac5f38
commit 7a19a10a0c
3 changed files with 129 additions and 14 deletions
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20
.planning/STATE.md
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@@ -6,9 +6,9 @@ status: unknown
last_updated: "2026-03-19T22:53:59.607Z"
progress:
total_phases: 3
completed_phases: 2
completed_phases: 3
total_plans: 10
completed_plans: 9
completed_plans: 10
---
# Project State
@@ -22,12 +22,12 @@ See: .planning/PROJECT.md (updated 2026-03-19)
## Current Position
Phase: 3 of 7 (Agent Portal Shell) — In Progress
Plan: 03-03 complete (3 of 4 plans in phase complete)
Status: Phase 3 in progress — portal layout, nav, shared components, client actions, dashboard page, and clients card grid complete; awaiting 03-04 (client profile page) start
Last activity: 2026-03-19 — Plan 03-03 complete: Dashboard page (filterable documents table), Clients page (card grid + create modal), and seed data (2 clients + 4 documents)
Phase: 3 of 7 (Agent Portal Shell) — Complete
Plan: 03-04 complete (4 of 4 plans in phase complete)
Status: Phase 3 complete — full portal shell verified end-to-end: auth redirect, dashboard documents table with filter, clients card grid with create/edit/delete, client profile page with edit/delete and documents table, top nav
Last activity: 2026-03-19 — Plan 03-04 complete: Client profile page (edit modal + delete confirmation + documents table) + full Phase 3 portal browser verification approved
Progress: [█████░░░░░] 50%
Progress: [██████░░░░] 60%
## Performance Metrics
@@ -52,6 +52,7 @@ Progress: [█████░░░░░] 50%
| Phase 03-agent-portal-shell P01 | 3 | 2 tasks | 6 files |
| Phase 03-agent-portal-shell P02 | 8 | 3 tasks | 5 files |
| Phase 03-agent-portal-shell P03 | 9 | 3 tasks | 7 files |
| Phase 03-agent-portal-shell P04 | 5 | 2 tasks | 3 files |
## Accumulated Context
@@ -84,6 +85,9 @@ Recent decisions affecting current work:
- [Phase 03-agent-portal-shell]: DashboardFilters extracted to separate file — use client directive must be at file top in Next.js, cannot be inlined inside server component file
- [Phase 03-agent-portal-shell]: ClientsPageClient extracted to _components/ClientsPageClient.tsx for cleaner server/client split following project convention
- [Phase 03-agent-portal-shell]: Seed script requires DOTENV_CONFIG_PATH=.env.local — dotenv/config reads .env by default but project uses .env.local
- [Phase 03-agent-portal-shell 03-04]: ClientProfileClient extracted to _components/ClientProfileClient.tsx (not inlined) — consistent with project convention for client sub-components
- [Phase 03-agent-portal-shell 03-04]: deleteClient called directly from async event handler in client component — Next.js 15+ supports calling server actions as async functions without form wrappers
- [Phase 03-agent-portal-shell 03-04]: ConfirmDialog message constructed with client name inline — reusable with title + message string props, no JSX message needed
### Pending Todos
@@ -100,5 +104,5 @@ None yet.
## Session Continuity
Last session: 2026-03-19
Stopped at: Completed 03-03-PLAN.md — Dashboard page with URL-filtered documents table, Clients card grid with create modal, and seed data (2 clients + 4 placeholder documents)
Stopped at: Completed 03-04-PLAN.md — Client profile page (edit modal + delete confirmation + documents table) + full Phase 3 portal browser verification (all 5 sections approved)
Resume file: None