docs(10-02): complete type-branched field rendering and POST handler fix plan

- Create 10-02-SUMMARY.md with decisions, commits, and deviation docs
- Update STATE.md with decisions and metrics
- Update ROADMAP.md phase 10 progress (2/3 summaries)
- Mark FIELD-02 and FIELD-04 requirements complete

.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 |

.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 | - |

.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
+  total_plans: 34
-  completed_plans: 31
+  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<string,string> 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
 

.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*