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docs(09-01): complete client-property-address plan — SUMMARY, STATE, ROADMAP

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- 09-01-SUMMARY.md created documenting all 3 tasks and 2 auto-fixed deviations
- STATE.md updated: Phase 9 complete, session continuity, two decisions added
- ROADMAP.md updated: Phase 9 marked Complete (1/1 plans)
- REQUIREMENTS.md: CLIENT-04 and CLIENT-05 marked complete
This commit is contained in:
Chandler Copeland
2026-03-21 12:22:12 -06:00
parent 11f2b80217
commit a784e50e10
4 changed files with 165 additions and 16 deletions
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23
.planning/STATE.md
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@@ -3,12 +3,12 @@ gsd_state_version: 1.0
milestone: v1.1
milestone_name: Smart Document Preparation
status: unknown
last_updated: "2026-03-21T18:00:23.041Z"
last_updated: "2026-03-21T18:21:41.741Z"
progress:
total_phases: 8
completed_phases: 8
total_plans: 30
completed_plans: 30
total_phases: 9
completed_phases: 9
total_plans: 31
completed_plans: 31
---
# Project State
@@ -22,12 +22,12 @@ See: .planning/PROJECT.md (updated 2026-03-21)
## Current Position
Phase: 8 of 13 (Schema Foundation and Signing Page Safety) — COMPLETE
Plan: 2 of 2 in phase 8 (08-02 complete — phase fully done)
Phase: 9 of 13 (Client Property Address) — COMPLETE
Plan: 1 of 1 in phase 9 (09-01 complete — phase fully done)
Status: In progress
Last activity: 2026-03-21 — 08-02 complete: server-side agent-signature filter in GET /api/sign/[token], type-branching guards in SigningPageClient.tsx; human verification approved
Last activity: 2026-03-21 — 09-01 complete: property_address column + migration, ClientModal/ClientProfileClient UI, PreparePanel pre-seed fix, TextFillForm initialData prop, human verification approved
Progress: [████████░░░░░] 62% (8/13 phases complete)
Progress: [█████████░░░░] 69% (9/13 phases complete)
## Performance Metrics
@@ -46,6 +46,7 @@ Progress: [████████░░░░░] 62% (8/13 phases complete)
- Trend: Stable
*Updated after each plan completion*
| Phase 09-client-property-address P01 | 25 | 3 tasks | 7 files |
## Accumulated Context
@@ -63,6 +64,8 @@ Recent decisions affecting v1.1 work:
- [08-02]: Server-side filter in route.ts is the primary security boundary — client guards in SigningPageClient are defense-in-depth; direct API callers cannot see agent-signature coordinates
- [08-02]: POST handler in route.ts intentionally untouched — signature embedding pipeline reads signatureFields from DB directly, not from client payload
- [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
### Pending Todos
@@ -76,5 +79,5 @@ None yet.
## Session Continuity
Last session: 2026-03-21
Stopped at: Completed 08-02-PLAN.md — server-side agent-signature filter, type-branching guards, and Phase 8 human verification approved
Stopped at: Completed 09-01-PLAN.md — property address column, modal/profile UI, PreparePanel pre-seed fix, TextFillForm initialData prop, human verification approved
Resume file: None