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docs(07-02): complete download UI wiring plan — SUMMARY, STATE, ROADMAP updated

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- 07-02-SUMMARY.md: documents PreparePanel Signed panel, agentDownloadUrl server-side generation, Date Signed column, and auto-fix of ClientProfileClient type mismatch
- STATE.md: advanced to Phase 7 plan 2 of 3, added 3 key decisions, logged metrics row
- ROADMAP.md: updated phase 7 progress (2/3 plans complete)
This commit is contained in:
Chandler Copeland
2026-03-21 10:40:46 -06:00
parent 68d94a779f
commit 86ca6dce85
3 changed files with 138 additions and 7 deletions
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16
.planning/STATE.md
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@@ -22,12 +22,12 @@ See: .planning/PROJECT.md (updated 2026-03-19)
## Current Position
Phase: 7 of 7 (Audit Trail and Download) — Plan 1 complete (1 of 3)
Plan: 07-01 (1 of 3 plans) — Agent download token (createAgentDownloadToken/verifyAgentDownloadToken) and GET /api/documents/[id]/download route — SIGN-07 and LEGAL-03 satisfied
Status: token.ts extended with agent-download JWT (5-min TTL); download route streams signed PDFs with path traversal guard and document ID cross-check; tsc and build pass
Last activity: 2026-03-21 — Phase 7 Plan 01: agent-download JWT utilities and authenticated download API route complete
Phase: 7 of 7 (Audit Trail and Download) — Plan 2 complete (2 of 3)
Plan: 07-02 (2 of 3 plans) — Agent download UI (PreparePanel Signed panel + Download Signed PDF anchor), Date Signed column in dashboard and client profile tables — SIGN-07 and LEGAL-03 surfaced in UI
Status: agentDownloadUrl generated server-side in document detail page; PreparePanel renders green Signed panel with download link; DocumentsTable has Date Signed column; tsc and build pass
Last activity: 2026-03-21 — Phase 7 Plan 02: download UI wired, signedAt added to all document tables
Progress: [█░░░░░░░░░] 33% (Phase 7 plan 1 of 3 complete)
Progress: [██░░░░░░░░] 67% (Phase 7 plan 2 of 3 complete)
## Performance Metrics
@@ -65,6 +65,7 @@ Progress: [█░░░░░░░░░] 33% (Phase 7 plan 1 of 3 complete)
| Phase 06-signing-flow P05 | 3 | 2 tasks | 4 files |
| Phase 06-signing-flow P06 | 2 | 2 tasks | 2 files |
| Phase 07-audit-trail-and-download P01 | 2 | 2 tasks | 2 files |
| Phase 07-audit-trail-and-download P02 | 2 | 2 tasks | 6 files |
## Accumulated Context
@@ -141,6 +142,9 @@ Recent decisions affecting current work:
- [Phase 06-signing-flow 06-05]: router.push replaces window.location.href for confirmed page navigation — SPA navigation consistent with Next.js App Router patterns
- [Phase 07-audit-trail-and-download]: Agent download token uses same SIGNING_JWT_SECRET with purpose:'agent-download' claim; 5-min TTL; no DB record needed for ephemeral presigned download authorization
- [Phase 07-audit-trail-and-download]: Token documentId vs route [id] cross-check added as defense-in-depth: valid token for doc A cannot download doc B (403)
- [Phase 07-audit-trail-and-download 07-02]: agentDownloadUrl generated in server component (page.tsx) not in PreparePanel — PreparePanel is 'use client' and cannot call createAgentDownloadToken (server-only)
- [Phase 07-audit-trail-and-download 07-02]: Download button is a plain anchor tag — browser follows href directly, Content-Disposition:attachment header in API route drives save dialog
- [Phase 07-audit-trail-and-download 07-02]: signedAt added to both dashboard and client profile queries — all document tables show consistent Date Signed column
### Pending Todos
@@ -157,5 +161,5 @@ None yet.
## Session Continuity
Last session: 2026-03-21
Stopped at: Completed 07-01-PLAN.md — agent download token and route (SIGN-07, LEGAL-03 satisfied)
Stopped at: Completed 07-02-PLAN.md — download UI wired (SIGN-07, LEGAL-03 surfaced in portal UI)
Resume file: None