diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index db426c7..a812b62 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -67,9 +67,9 @@ ### Field Types - [x] **FIELD-01**: Agent can place text field markers on a PDF (for typed content like names, addresses, prices) -- [ ] **FIELD-02**: Agent can place checkbox field markers on a PDF +- [x] **FIELD-02**: Agent can place checkbox field markers on a PDF - [ ] **FIELD-03**: Agent can place initials field markers on a PDF -- [ ] **FIELD-04**: Agent can place date field markers that auto-fill with the signing date +- [x] **FIELD-04**: Agent can place date field markers that auto-fill with the signing date ### AI Assistance @@ -170,9 +170,9 @@ Which phases cover which requirements. Updated during roadmap creation. | CLIENT-04 | Phase 9 | Complete | | CLIENT-05 | Phase 9 | Complete | | FIELD-01 | Phase 10 | Complete | -| FIELD-02 | Phase 10 | Pending | +| FIELD-02 | Phase 10 | Complete | | FIELD-03 | Phase 10 | Pending | -| FIELD-04 | Phase 10 | Pending | +| FIELD-04 | Phase 10 | Complete | | AGENT-01 | Phase 11 | Pending | | AGENT-02 | Phase 11 | Pending | | AGENT-03 | Phase 11 | Pending | diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 465af69..934f1be 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -275,7 +275,7 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 → | 7. Audit Trail and Download | v1.0 | 3/3 | Complete | 2026-03-21 | | 8. Schema Foundation and Signing Page Safety | 2/2 | Complete | 2026-03-21 | - | | 9. Client Property Address | 1/1 | Complete | 2026-03-21 | - | -| 10. Expanded Field Types End-to-End | v1.1 | 0/3 | Not started | - | +| 10. Expanded Field Types End-to-End | 2/3 | In Progress| | - | | 11. Agent Saved Signature and Signing Workflow | v1.1 | 0/3 | Not started | - | | 12. Filled Document Preview | v1.1 | 0/2 | Not started | - | | 13. AI Field Placement and Pre-fill | v1.1 | 0/4 | Not started | - | diff --git a/.planning/STATE.md b/.planning/STATE.md index 61dfd3d..128acf5 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -3,12 +3,12 @@ gsd_state_version: 1.0 milestone: v1.1 milestone_name: Smart Document Preparation status: unknown -last_updated: "2026-03-21T18:32:35.250Z" +last_updated: "2026-03-21T18:51:29.718Z" progress: - total_phases: 9 + total_phases: 10 completed_phases: 9 - total_plans: 31 - completed_plans: 31 + total_plans: 34 + completed_plans: 33 --- # Project State @@ -47,6 +47,7 @@ Progress: [█████████░░░░] 69% (9/13 phases complete) *Updated after each plan completion* | Phase 09-client-property-address P01 | 25 | 3 tasks | 7 files | +| Phase 10-expanded-field-types-end-to-end P02 | 2 | 2 tasks | 2 files | ## Accumulated Context @@ -66,6 +67,8 @@ Recent decisions affecting v1.1 work: - [08-02]: Phase 8 ships atomically — 08-01 schema + 08-02 boundary enforcement active simultaneously; no intermediate state where type discriminant exists but filter is absent - [Phase 09-client-property-address]: TextFillForm initialData prop pattern: seed rows from Record via buildInitialRows helper; pre-seeding done via prop not external controlled state - [Phase 09-client-property-address]: Empty string from FormData coerced to NULL via || null before DB write — blank optional fields never store empty string in postgres +- [Phase 10-expanded-field-types-end-to-end]: date field signing date captured server-side (now hoisted before step 8) — not trusted from client payload +- [Phase 10-expanded-field-types-end-to-end]: signableFields filter limits POST signaturesWithCoords to client-signature and initials only — eliminates 500 on mixed-field documents ### Pending Todos diff --git a/.planning/phases/10-expanded-field-types-end-to-end/10-02-SUMMARY.md b/.planning/phases/10-expanded-field-types-end-to-end/10-02-SUMMARY.md new file mode 100644 index 0000000..5c0f5ae --- /dev/null +++ b/.planning/phases/10-expanded-field-types-end-to-end/10-02-SUMMARY.md @@ -0,0 +1,107 @@ +--- +phase: 10-expanded-field-types-end-to-end +plan: "02" +subsystem: pdf +tags: [pdf-lib, signing, pdf, field-types, checkbox, date, initials, text] + +# Dependency graph +requires: + - phase: 10-expanded-field-types-end-to-end/10-01 + provides: "SignatureFieldType discriminant and getFieldType() / isClientVisibleField() in schema" +provides: + - "Type-branched field rendering in preparePdf(): checkbox X-mark, date amber placeholder, initials purple placeholder, text light background, client-signature unchanged blue" + - "POST handler filters signableFields to client-signature + initials only (no 500 on text/checkbox/date)" + - "Date fields stamped with server-captured signing date at POST time using toLocaleDateString" +affects: [10-03, signing-pipeline, prepare-pipeline] + +# Tech tracking +tech-stack: + added: [] + patterns: + - "getFieldType() branch dispatch: all field-type-conditional rendering goes through getFieldType() from schema" + - "Date stamp pattern: load prepared PDF into PDFDocument, drawRectangle + drawText at field coords, save to .datestamped.tmp, pass tmp path to embedSignatureInPdf, fire-and-forget unlink after embed" + - "signableFields filter: POST handler filters doc.signatureFields to only client-signature and initials before building signaturesWithCoords" + +key-files: + created: [] + modified: + - teressa-copeland-homes/src/lib/pdf/prepare-document.ts + - "teressa-copeland-homes/src/app/api/sign/[token]/route.ts" + +key-decisions: + - "date field signing date captured server-side (const now = new Date() hoisted before step 8) — not trusted from client payload" + - "dateStampedPath pattern: tmp file created only when date fields exist; falls back to preparedAbsPath when no date fields — avoids unnecessary file I/O" + - "agent-signature fields produce no placeholder in preparePdf() — Phase 11 handles agent signature embedding separately" + - "unlink of .datestamped.tmp is fire-and-forget (non-fatal) — temporary file failure must not break signing flow" + +patterns-established: + - "getFieldType() branch dispatch: always use getFieldType(field) for type-conditional PDF rendering, never raw field.type" + - "Signable fields filter: POST handler signableFields filter is the single source of truth for which fields require client-submitted image data" + +requirements-completed: [FIELD-02, FIELD-04] + +# Metrics +duration: 2min +completed: 2026-03-21 +--- + +# Phase 10 Plan 02: Expanded Field Types End-to-End — Prepare + Sign Pipeline Summary + +**Type-branched PDF field rendering and POST handler signable-field filter: checkbox draws X diagonals, date gets amber placeholder + server-stamped signing date, initials get purple label, text gets light background, client-signature unchanged** + +## Performance + +- **Duration:** 2 min +- **Started:** 2026-03-21T18:48:44Z +- **Completed:** 2026-03-21T18:50:32Z +- **Tasks:** 2 +- **Files modified:** 2 + +## Accomplishments + +- `preparePdf()` now branches on `getFieldType()` for all six field types — each rendered visually distinct in the prepared PDF +- POST handler `signaturesWithCoords` now filtered to only `client-signature` and `initials` fields — eliminates 500 errors when documents contain checkbox/text/date fields +- Date fields stamped with actual server-captured signing date at POST submission time via `toLocaleDateString('en-US', { month: '2-digit', day: '2-digit', year: 'numeric' })` + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: Type-branched field rendering in preparePdf()** - `7510c8e` (feat) +2. **Task 2: Fix POST handler — signable field filter and date stamping at sign time** - `d395d85` (feat) + +**Plan metadata:** (final docs commit below) + +## Files Created/Modified + +- `/Users/ccopeland/temp/red/teressa-copeland-homes/src/lib/pdf/prepare-document.ts` - Added getFieldType import; replaced single-variant "Sign Here" loop with type-branched rendering for all six field types +- `/Users/ccopeland/temp/red/teressa-copeland-homes/src/app/api/sign/[token]/route.ts` - Added getFieldType, PDFDocument/rgb/StandardFonts, readFile/writeFile/unlink imports; hoisted `now`; added step 8a date stamping; replaced step 8 with signableFields filter + map; updated embedSignatureInPdf call to use dateStampedPath; added .datestamped.tmp cleanup + +## Decisions Made + +- Date captured server-side (`const now = new Date()` hoisted before step 8) — never trusted from client payload +- `dateStampedPath` pattern uses a `.datestamped.tmp` file created only when date fields exist; no extra I/O when no date fields are present +- `agent-signature` fields draw no placeholder in `preparePdf()` — Phase 11 handles agent signature separately +- `unlink` of `.datestamped.tmp` is fire-and-forget — temporary file cleanup failure must not break the signing response + +## Deviations from Plan + +None — plan executed exactly as written. + +## Issues Encountered + +None. + +## User Setup Required + +None - no external service configuration required. + +## Next Phase Readiness + +- `preparePdf()` correctly renders all six field types; ready for 10-03 (signing page client filter to show only signable fields) +- POST handler no longer throws 500 for mixed-field documents +- Date stamping pipeline complete end-to-end + +--- +*Phase: 10-expanded-field-types-end-to-end* +*Completed: 2026-03-21*