From 90bd06601630ef8e91bc54de97200ffb27d30a8a Mon Sep 17 00:00:00 2001 From: Chandler Copeland Date: Fri, 20 Mar 2026 11:31:35 -0600 Subject: [PATCH] docs(06-02): complete email delivery layer plan - Add 06-02-SUMMARY.md: SigningRequestEmail, signing-mailer, send route, prepare audit log - Update STATE.md: Plan 2 complete, decisions logged, session updated - Update ROADMAP.md: Phase 6 plan progress (2 of 5 summaries) - Mark SIGN-01 complete in REQUIREMENTS.md --- .planning/REQUIREMENTS.md | 4 +- .planning/ROADMAP.md | 2 +- .planning/STATE.md | 24 ++-- .../phases/06-signing-flow/06-02-SUMMARY.md | 113 ++++++++++++++++++ 4 files changed, 130 insertions(+), 13 deletions(-) create mode 100644 .planning/phases/06-signing-flow/06-02-SUMMARY.md diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index 05df817..3f7f081 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -42,7 +42,7 @@ ### Signing Flow -- [ ] **SIGN-01**: Client receives an email with a unique link to sign the document (no account required) +- [x] **SIGN-01**: Client receives an email with a unique link to sign the document (no account required) - [x] **SIGN-02**: Signing link expires after 72 hours and can only be used once - [ ] **SIGN-03**: Client opens the link in any browser and sees the prepared PDF with signature fields highlighted - [ ] **SIGN-04**: Client can draw a freehand signature on a canvas (works on mobile and desktop) @@ -125,7 +125,7 @@ Which phases cover which requirements. Updated during roadmap creation. | DOC-04 | Phase 5 | Complete | | DOC-05 | Phase 5 | Complete | | DOC-06 | Phase 5 | Complete | -| SIGN-01 | Phase 6 | Pending | +| SIGN-01 | Phase 6 | Complete | | SIGN-02 | Phase 6 | Complete | | SIGN-03 | Phase 6 | Pending | | SIGN-04 | Phase 6 | Pending | diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 91eeac8..2c450ea 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -153,5 +153,5 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 | 3. Agent Portal Shell | 4/4 | Complete | 2026-03-19 | | 4. PDF Ingest | 4/4 | Complete | 2026-03-20 | | 5. PDF Fill and Field Mapping | 3/4 | In Progress| | -| 6. Signing Flow | 1/6 | In Progress | - | +| 6. Signing Flow | 2/6 | In Progress| | | 7. Audit Trail and Download | 0/? | Not started | - | diff --git a/.planning/STATE.md b/.planning/STATE.md index dd2bb87..107b398 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -3,12 +3,12 @@ gsd_state_version: 1.0 milestone: v1.0 milestone_name: milestone status: unknown -last_updated: "2026-03-20T17:25:09Z" +last_updated: "2026-03-20T17:30:55.130Z" progress: - total_phases: 7 + total_phases: 6 completed_phases: 5 - total_plans: 23 - completed_plans: 19 + total_plans: 24 + completed_plans: 20 --- # Project State @@ -22,12 +22,12 @@ See: .planning/PROJECT.md (updated 2026-03-19) ## Current Position -Phase: 6 of 7 (Signing Flow) — Plan 1 complete -Plan: 06-01 (1 of 5 plans) — cryptographic foundation, DB tables, utility library -Status: signingTokens + auditEvents tables in PostgreSQL, documents extended with signedFilePath/pdfHash/signedAt, createSigningToken/verifySigningToken/logAuditEvent/embedSignatureInPdf utilities compiled and committed, npm run build passes cleanly. -Last activity: 2026-03-20 — Phase 6 Plan 01: signing foundation (DB + JWT + audit + PDF embed utilities) +Phase: 6 of 7 (Signing Flow) — Plan 2 complete +Plan: 06-02 (2 of 5 plans) — email delivery layer, signing request email, send API route +Status: SigningRequestEmail.tsx + signing-mailer.tsx created, POST /api/documents/[id]/send live, document_prepared audit log wired in prepare route, npm run build passes cleanly. +Last activity: 2026-03-20 — Phase 6 Plan 02: email delivery layer (React Email + nodemailer + send route) -Progress: [████████░░] 83% +Progress: [████████░░] 87% ## Performance Metrics @@ -59,6 +59,7 @@ Progress: [████████░░] 83% | Phase 05-pdf-fill-and-field-mapping P02 | 1 | 2 tasks | 2 files | | Phase 05-pdf-fill-and-field-mapping P03 | 3 | 2 tasks | 4 files | | Phase 06-signing-flow P01 | 2 | 2 tasks | 8 files | +| Phase 06-signing-flow P02 | 2 | 2 tasks | 4 files | ## Accumulated Context @@ -121,6 +122,9 @@ Recent decisions affecting current work: - [Phase 06-signing-flow 06-01]: Signing utilities live in src/lib/signing/ — server-only, never import from client components - [Phase 06-signing-flow 06-01]: JWT jti stored in signingTokens table on createSigningToken — enables one-time-use enforcement in later plans - [Phase 06-signing-flow 06-01]: SHA-256 hash computed from disk after atomic rename — never from in-memory bytes (LEGAL-02) +- [Phase 06-signing-flow]: Sender address hardcoded as teressa@teressacopelandhomes.com — matches brand identity requirement in CONTEXT.md +- [Phase 06-signing-flow]: sendMail failure triggers 502 without DB status update — document stays in current state if email delivery fails +- [Phase 06-signing-flow]: Status update in send/route.ts guarded by status=Draft — prevents downgrading Sent/Signed documents ### Pending Todos @@ -137,5 +141,5 @@ None yet. ## Session Continuity Last session: 2026-03-20 -Stopped at: Completed 06-01-PLAN.md — signing foundation DB tables, JWT utilities, audit log, PDF embed with SHA-256 +Stopped at: Completed 06-02-PLAN.md — branded email component, signing mailer, send API route, document_prepared audit logging Resume file: None diff --git a/.planning/phases/06-signing-flow/06-02-SUMMARY.md b/.planning/phases/06-signing-flow/06-02-SUMMARY.md new file mode 100644 index 0000000..d434415 --- /dev/null +++ b/.planning/phases/06-signing-flow/06-02-SUMMARY.md @@ -0,0 +1,113 @@ +--- +phase: 06-signing-flow +plan: "02" +subsystem: email-delivery +tags: [react-email, nodemailer, smtp, signing, audit, email] + +# Dependency graph +requires: + - phase: 06-signing-flow + plan: "01" + provides: createSigningToken(), logAuditEvent(), signingTokens + auditEvents tables + +provides: + - SigningRequestEmail React Email component (navy/gold brand, CTA button, expiry notice) + - sendSigningRequestEmail() — renders HTML email and delivers via SMTP + - sendAgentNotificationEmail() — plain-text notification to agent on signing completion + - POST /api/documents/[id]/send — token creation, email delivery, email_sent audit, status update + - document_prepared audit event logged in POST /api/documents/[id]/prepare + +affects: [06-03, 06-04, 06-05] + +# Tech tracking +tech-stack: + added: [] + patterns: + - React Email render() + nodemailer sendMail() for HTML email delivery + - sendMail wrapped in try/catch — 502 returned without DB update on email failure + - Reuse CONTACT_SMTP_* env vars for signing emails (same SMTP provider) + +key-files: + created: + - teressa-copeland-homes/src/emails/SigningRequestEmail.tsx + - teressa-copeland-homes/src/lib/signing/signing-mailer.tsx + - teressa-copeland-homes/src/app/api/documents/[id]/send/route.ts + modified: + - teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts + +key-decisions: + - "Sender address hardcoded as teressa@teressacopelandhomes.com — matches brand identity requirement in CONTEXT.md" + - "sendMail error triggers 502 without DB status update — document stays in Draft if email fails, preventing silent failures" + - "Status update in send/route.ts only when status=Draft — avoids downgrading Sent back to Sent (no-op) and never touches Signed documents" + - "logAuditEvent(document_prepared) placed after db.update .returning() in prepare route — ensures it only fires on success" + +requirements-completed: [SIGN-01, LEGAL-01] + +# Metrics +duration: 2min +completed: 2026-03-20 +--- + +# Phase 6 Plan 02: Email Delivery Layer Summary + +**Branded React Email signing request template, nodemailer SMTP mailer utilities, and POST /api/documents/[id]/send endpoint that creates a JWT signing token, sends the email, logs email_sent audit event, and updates document status** + +## Performance + +- **Duration:** 2 min +- **Started:** 2026-03-20T17:28:17Z +- **Completed:** 2026-03-20T17:30:01Z +- **Tasks:** 2 +- **Files modified:** 4 + +## Accomplishments + +- SigningRequestEmail.tsx created with navy/gold brand colors, document name, expiry date, and "Review & Sign" CTA button +- signing-mailer.tsx exports sendSigningRequestEmail() and sendAgentNotificationEmail() +- POST /api/documents/[id]/send creates signing token, sends branded email, logs email_sent, updates status to Sent +- prepare/route.ts now logs document_prepared audit event after successful PDF preparation +- npm run build passes cleanly + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: Branded signing request email + mailer** - `f41db49` (feat) +2. **Task 2: Send API route + document_prepared audit logging** - `877ad66` (feat) + +**Plan metadata:** (docs commit — see below) + +## Files Created/Modified + +- `teressa-copeland-homes/src/emails/SigningRequestEmail.tsx` - React Email component: navy header, gold CTA button, document name, expiry date, "No account needed" instruction +- `teressa-copeland-homes/src/lib/signing/signing-mailer.tsx` - sendSigningRequestEmail() renders HTML via @react-email/render and sends via nodemailer; sendAgentNotificationEmail() sends plain-text notification to agent +- `teressa-copeland-homes/src/app/api/documents/[id]/send/route.ts` - POST handler: auth guard, token creation, email delivery, email_sent audit log, status update to Sent +- `teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts` - Added logAuditEvent import and document_prepared event log after db.update success + +## Decisions Made + +- Sender address hardcoded as `teressa@teressacopelandhomes.com` — matches brand identity requirement locked in CONTEXT.md +- sendMail failure triggers 502 response without updating DB status — document stays in current state if email delivery fails, preventing silent failures where the client never receives a link but the status shows Sent +- Status update guarded by `if (doc.status === 'Draft')` — prevents no-op double-Sent writes and never downgrades Signed documents +- `logAuditEvent(document_prepared)` placed after `.returning()` in prepare route — ensures the audit event only fires when the DB update succeeds + +## Deviations from Plan + +None - plan executed exactly as written. + +## Issues Encountered + +None. + +## Next Phase Readiness + +Email delivery layer complete: +- sendSigningRequestEmail() and sendAgentNotificationEmail() exported from signing-mailer.tsx +- POST /api/documents/[id]/send live and returning 401 for unauthenticated requests +- document_prepared audit logging wired in prepare route +- Plan 06-03 (sign page) can import sendAgentNotificationEmail from signing-mailer.tsx +- Plan 06-04 (sign API) can call sendAgentNotificationEmail after signature submission + +--- +*Phase: 06-signing-flow* +*Completed: 2026-03-20*