docs(11.1): create phase plan — agent and client initials
Added INIT-01 through INIT-04 requirements to REQUIREMENTS.md. Updated ROADMAP.md with Phase 11.1 goal, success criteria, and plan list. Created three plan files mirroring Phase 11 structure: 11.1-01 (DB migration, API routes, AgentInitialsPanel, FieldPlacer token), 11.1-02 (preparePdf agentInitialsData param + prepare route guard), 11.1-03 (human E2E verification checkpoint). Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Chandler Copeland
484
.planning/phases/11.1-agent-and-client-initials/11.1-01-PLAN.md
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484
.planning/phases/11.1-agent-and-client-initials/11.1-01-PLAN.md
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@@ -0,0 +1,484 @@
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---
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phase: 11.1-agent-and-client-initials
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plan: "01"
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type: execute
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wave: 1
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depends_on: []
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files_modified:
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- teressa-copeland-homes/src/lib/db/schema.ts
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- teressa-copeland-homes/drizzle/0009_agent_initials.sql
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- teressa-copeland-homes/src/app/api/agent/initials/route.ts
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- teressa-copeland-homes/src/app/portal/(protected)/profile/page.tsx
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- teressa-copeland-homes/src/app/portal/_components/AgentInitialsPanel.tsx
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx
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autonomous: true
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requirements:
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- INIT-01
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- INIT-02
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- INIT-03
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- INIT-04
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must_haves:
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truths:
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- "Agent can navigate to /portal/profile and see both the Agent Signature section and a new Agent Initials section below it"
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- "Agent can draw initials on the canvas in the Agent Initials section and save them — a thumbnail appears after saving"
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- "Agent can click 'Update Initials' to redraw and replace their saved initials"
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- "FieldPlacer palette shows an orange 'Agent Initials' token (7th token, distinct from the purple 'Initials' client token)"
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- "Placing an agent-initials field saves it in signatureFields with type 'agent-initials'"
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- "The existing purple 'Initials' token still appears in FieldPlacer and continues to work — no regression"
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- "'agent-initials' is NOT returned to the client signing page (isClientVisibleField returns false for it)"
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artifacts:
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- path: "teressa-copeland-homes/src/lib/db/schema.ts"
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provides: "agentInitialsData TEXT column on users table; 'agent-initials' added to SignatureFieldType union; isClientVisibleField() guards both agent-signature and agent-initials"
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contains: "agentInitialsData"
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- path: "teressa-copeland-homes/src/app/api/agent/initials/route.ts"
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provides: "GET/PUT endpoints for reading and writing agent initials"
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exports: ["GET", "PUT"]
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- path: "teressa-copeland-homes/src/app/portal/_components/AgentInitialsPanel.tsx"
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provides: "Client component with signature_pad canvas (80px height), save/update/thumbnail flow"
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- path: "teressa-copeland-homes/src/app/portal/(protected)/profile/page.tsx"
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provides: "Server component fetching both agentSignatureData and agentInitialsData; renders AgentSignaturePanel + AgentInitialsPanel"
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key_links:
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- from: "teressa-copeland-homes/src/app/portal/(protected)/profile/page.tsx"
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to: "teressa-copeland-homes/src/app/portal/_components/AgentInitialsPanel.tsx"
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via: "initialData prop (string | null)"
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pattern: "initialData.*agentInitialsData"
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- from: "teressa-copeland-homes/src/app/portal/_components/AgentInitialsPanel.tsx"
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to: "/api/agent/initials"
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via: "fetch PUT with { dataURL }"
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pattern: "fetch.*api/agent/initials"
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- from: "teressa-copeland-homes/src/lib/db/schema.ts"
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to: "isClientVisibleField"
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via: "returns false for both agent-signature and agent-initials"
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pattern: "agent-initials.*isClientVisibleField"
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---
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<objective>
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Establish the agent initials storage and UI layer: DB migration adds `agentInitialsData TEXT` to users, GET/PUT API routes read/write the base64 PNG dataURL, a new `AgentInitialsPanel` component (clone of `AgentSignaturePanel` with 80px canvas) is added to the existing `/portal/profile` page below the signature section, and the FieldPlacer palette gets an orange "Agent Initials" token. The `SignatureFieldType` union gains `'agent-initials'` and `isClientVisibleField()` is updated to exclude it from client-visible fields.
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Purpose: Once the agent has saved their initials and the palette token exists, Plan 02 can wire up preparePdf() embedding without any further schema or UI work. The existing `'initials'` type (client-initials) requires zero changes — it is already fully wired end-to-end from Phase 10.
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Output: Profile page with working draw/save/update initials flow; agent-initials token in field palette; security boundary in isClientVisibleField(); zero new npm packages.
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</objective>
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<execution_context>
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@/Users/ccopeland/.claude/get-shit-done/workflows/execute-plan.md
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@/Users/ccopeland/.claude/get-shit-done/templates/summary.md
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</execution_context>
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<context>
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@.planning/PROJECT.md
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@.planning/ROADMAP.md
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@.planning/STATE.md
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@.planning/phases/11-agent-saved-signature-and-signing-workflow/11-01-SUMMARY.md
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<interfaces>
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<!-- Key types and confirmed patterns extracted from codebase (2026-03-21 inspection). -->
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<!-- Executor uses these directly — no codebase exploration needed. -->
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From src/lib/db/schema.ts (current state — Phase 11 complete, agentInitialsData NOT YET present):
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```typescript
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export const users = pgTable("users", {
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id: text("id").primaryKey().$defaultFn(() => crypto.randomUUID()),
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email: text("email").notNull().unique(),
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passwordHash: text("password_hash").notNull(),
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createdAt: timestamp("created_at").defaultNow().notNull(),
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agentSignatureData: text("agent_signature_data"), // Existing Phase 11 column
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// Phase 11.1 adds: agentInitialsData: text("agent_initials_data"),
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});
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```
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From src/lib/db/schema.ts (current SignatureFieldType — Phase 11 complete):
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```typescript
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export type SignatureFieldType =
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| 'client-signature'
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| 'initials' // This IS client-initials — fully wired, DO NOT RENAME
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| 'text'
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| 'checkbox'
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| 'date'
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| 'agent-signature';
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// Phase 11.1 adds: | 'agent-initials'
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```
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From src/lib/db/schema.ts (current isClientVisibleField — Phase 11 complete):
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```typescript
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// CURRENT — only guards agent-signature:
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export function isClientVisibleField(field: SignatureFieldData): boolean {
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return getFieldType(field) !== 'agent-signature';
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}
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// AFTER Phase 11.1 modification — must guard both:
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export function isClientVisibleField(field: SignatureFieldData): boolean {
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const t = getFieldType(field);
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return t !== 'agent-signature' && t !== 'agent-initials';
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}
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```
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From FieldPlacer.tsx (PALETTE_TOKENS — Phase 11 complete, agent-initials NOT YET present):
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```typescript
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// Current PALETTE_TOKENS (6 entries after Phase 11 — Phase 11.1 adds the 7th):
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const PALETTE_TOKENS: Array<{ id: SignatureFieldType; label: string; color: string }> = [
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{ id: 'client-signature', label: 'Signature', color: '#2563eb' }, // blue
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{ id: 'initials', label: 'Initials', color: '#7c3aed' }, // purple (CLIENT initials — leave as-is)
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{ id: 'checkbox', label: 'Checkbox', color: '#059669' }, // green
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{ id: 'date', label: 'Date', color: '#d97706' }, // amber
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{ id: 'text', label: 'Text', color: '#64748b' }, // slate
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{ id: 'agent-signature', label: 'Agent Signature', color: '#dc2626' }, // red
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// ADD: { id: 'agent-initials', label: 'Agent Initials', color: '#ea580c' }, // orange
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];
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// validTypes set — currently 6 entries:
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const validTypes = new Set<string>(['client-signature', 'initials', 'text', 'checkbox', 'date', 'agent-signature']);
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// Phase 11.1 adds: 'agent-initials' to this set
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```
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From src/app/portal/_components/AgentSignaturePanel.tsx (template to clone — Phase 11 complete):
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```typescript
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// AgentInitialsPanel is a clone of AgentSignaturePanel with these differences:
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// 1. API endpoint: '/api/agent/initials' (not '/api/agent/signature')
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// 2. Canvas height: 80px (not 140px) — initials are compact
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// 3. Thumbnail max-height: max-h-16 (not max-h-20) — proportionally shorter
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// 4. Labels: "initials" instead of "signature" throughout
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// 5. Prop name: initialData (same — matches AgentSignaturePanel)
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// 6. Error message: 'Please draw your initials first'
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// 7. Save button text: 'Save Initials' / 'Save Updated Initials'
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// 8. Update button text: 'Update Initials'
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// 9. Alt text: 'Saved agent initials'
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// DPR canvas init, signature_pad, save/error/loading state — identical pattern
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```
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From src/app/portal/(protected)/profile/page.tsx (Phase 11 state — needs second section):
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```typescript
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// Current query fetches only agentSignatureData:
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const user = await db.query.users.findFirst({
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where: eq(users.id, session.user.id),
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columns: { agentSignatureData: true }, // Phase 11.1 adds: agentInitialsData: true
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});
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// Phase 11.1 adds AgentInitialsPanel import and a second <section> below the existing one
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```
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Migration pattern from drizzle/0008 (accept whatever name drizzle-kit generates for 0009):
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```sql
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-- The generated SQL will be:
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ALTER TABLE "users" ADD COLUMN "agent_initials_data" text;
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-- File will be: drizzle/0009_[auto-generated-words].sql
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```
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Auth pattern (identical to all protected routes):
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```typescript
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import { auth } from '@/lib/auth';
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const session = await auth();
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if (!session?.user?.id) return new Response('Unauthorized', { status: 401 });
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```
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</interfaces>
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</context>
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<tasks>
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<task type="auto">
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<name>Task 1: DB migration, API routes, schema type updates for agent initials storage</name>
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<files>
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teressa-copeland-homes/src/lib/db/schema.ts
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teressa-copeland-homes/drizzle/0009_[auto-named].sql
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teressa-copeland-homes/src/app/api/agent/initials/route.ts
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</files>
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<action>
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Four changes in sequence:
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**1. schema.ts — three targeted modifications:**
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a) Add `agentInitialsData` column to `users` pgTable (alongside existing `agentSignatureData`):
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```typescript
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agentSignatureData: text("agent_signature_data"), // existing
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agentInitialsData: text("agent_initials_data"), // ADD — nullable, no default
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```
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b) Extend `SignatureFieldType` union — add `'agent-initials'` as the last member:
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```typescript
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export type SignatureFieldType =
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| 'client-signature'
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| 'initials'
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| 'text'
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| 'checkbox'
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| 'date'
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| 'agent-signature'
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| 'agent-initials'; // ADD
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```
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c) Update `isClientVisibleField()` to exclude `'agent-initials'` (CRITICAL — prevents agent-initials coordinates from surfacing in the client signing session):
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```typescript
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export function isClientVisibleField(field: SignatureFieldData): boolean {
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const t = getFieldType(field);
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return t !== 'agent-signature' && t !== 'agent-initials';
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}
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```
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**2. Run migration generation and apply:**
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```bash
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cd /Users/ccopeland/temp/red/teressa-copeland-homes && npm run db:generate && npm run db:migrate
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```
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Accept whatever filename drizzle-kit generates (will be `0009_[random_words].sql`). The SQL content will be:
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```sql
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ALTER TABLE "users" ADD COLUMN "agent_initials_data" text;
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```
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**3. Create GET/PUT route at `src/app/api/agent/initials/route.ts`:**
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Create the directory first: `mkdir -p src/app/api/agent/initials`
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```typescript
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import { auth } from '@/lib/auth';
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import { db } from '@/lib/db';
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import { users } from '@/lib/db/schema';
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import { eq } from 'drizzle-orm';
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export async function GET() {
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const session = await auth();
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if (!session?.user?.id) return new Response('Unauthorized', { status: 401 });
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const user = await db.query.users.findFirst({
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where: eq(users.id, session.user.id),
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columns: { agentInitialsData: true },
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});
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return Response.json({ agentInitialsData: user?.agentInitialsData ?? null });
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}
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export async function PUT(req: Request) {
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const session = await auth();
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if (!session?.user?.id) return new Response('Unauthorized', { status: 401 });
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const { dataURL } = await req.json() as { dataURL: string };
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if (!dataURL || !dataURL.startsWith('data:image/png;base64,')) {
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return Response.json({ error: 'Invalid initials data' }, { status: 422 });
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}
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if (dataURL.length > 50_000) {
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return Response.json({ error: 'Initials data too large' }, { status: 422 });
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}
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await db.update(users)
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.set({ agentInitialsData: dataURL })
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.where(eq(users.id, session.user.id));
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return Response.json({ ok: true });
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}
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```
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</action>
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<verify>
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<automated>cd /Users/ccopeland/temp/red/teressa-copeland-homes && npx tsc --noEmit 2>&1 | head -20</automated>
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</verify>
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<done>TypeScript compiles clean; migration SQL file exists at drizzle/0009_*.sql; schema.ts has agentInitialsData column, 'agent-initials' in SignatureFieldType, and updated isClientVisibleField(); GET /api/agent/initials returns 401 without session and { agentInitialsData: null } with valid session.</done>
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</task>
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<task type="auto">
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<name>Task 2: AgentInitialsPanel component, profile page section update, FieldPlacer token</name>
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<files>
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teressa-copeland-homes/src/app/portal/_components/AgentInitialsPanel.tsx
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teressa-copeland-homes/src/app/portal/(protected)/profile/page.tsx
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teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx
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</files>
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<action>
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Three files to create/modify:
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**1. Create AgentInitialsPanel.tsx** at `src/app/portal/_components/AgentInitialsPanel.tsx`:
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This is a clone of `AgentSignaturePanel.tsx` with the following differences applied (do NOT change anything else):
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- API endpoint: `/api/agent/initials`
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- Canvas height: `80px` (initials are compact; signature uses 140px)
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- Thumbnail: `max-h-16` (vs `max-h-20` for signature)
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- All user-visible strings use "initials" instead of "signature"
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- Error message: `'Please draw your initials first'`
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- Alt text: `'Saved agent initials'`
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```typescript
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'use client';
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import { useEffect, useRef, useState } from 'react';
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import SignaturePad from 'signature_pad';
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interface AgentInitialsPanelProps {
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initialData: string | null;
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}
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export function AgentInitialsPanel({ initialData }: AgentInitialsPanelProps) {
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const [savedData, setSavedData] = useState<string | null>(initialData);
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const [isDrawing, setIsDrawing] = useState(!initialData);
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const canvasRef = useRef<HTMLCanvasElement>(null);
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const sigPadRef = useRef<SignaturePad | null>(null);
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const [saving, setSaving] = useState(false);
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const [error, setError] = useState<string | null>(null);
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useEffect(() => {
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if (!isDrawing || !canvasRef.current) return;
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const canvas = canvasRef.current;
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const ratio = Math.max(window.devicePixelRatio || 1, 1);
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canvas.width = canvas.offsetWidth * ratio;
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canvas.height = canvas.offsetHeight * ratio;
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canvas.getContext('2d')?.scale(ratio, ratio);
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sigPadRef.current = new SignaturePad(canvas, {
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backgroundColor: 'rgba(0,0,0,0)',
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penColor: '#1B2B4B',
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});
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return () => sigPadRef.current?.off();
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}, [isDrawing]);
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async function handleSave() {
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if (!sigPadRef.current || sigPadRef.current.isEmpty()) {
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setError('Please draw your initials first');
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return;
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}
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const dataURL = sigPadRef.current.toDataURL('image/png');
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setSaving(true);
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setError(null);
|
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try {
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const res = await fetch('/api/agent/initials', {
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method: 'PUT',
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headers: { 'Content-Type': 'application/json' },
|
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body: JSON.stringify({ dataURL }),
|
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});
|
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if (res.ok) {
|
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setSavedData(dataURL);
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setIsDrawing(false);
|
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} else {
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const data = await res.json().catch(() => ({ error: 'Save failed' }));
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setError(data.error ?? 'Save failed');
|
||||
}
|
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} catch {
|
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setError('Network error — please try again');
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} finally {
|
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setSaving(false);
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||||
}
|
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}
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if (!isDrawing && savedData) {
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return (
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<div className="space-y-4">
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<p className="text-sm text-gray-600">Your saved initials:</p>
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{/* eslint-disable-next-line @next/next/no-img-element */}
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<img
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||||
src={savedData}
|
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alt="Saved agent initials"
|
||||
className="max-h-16 border border-gray-200 rounded bg-white p-2"
|
||||
/>
|
||||
<button
|
||||
onClick={() => { setIsDrawing(true); setError(null); }}
|
||||
className="px-4 py-2 text-sm bg-white border border-gray-300 rounded hover:bg-gray-50"
|
||||
>
|
||||
Update Initials
|
||||
</button>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="space-y-3">
|
||||
<canvas
|
||||
ref={canvasRef}
|
||||
className="w-full border border-gray-300 rounded bg-white"
|
||||
style={{ height: '80px', touchAction: 'none', display: 'block' }}
|
||||
/>
|
||||
<div className="flex gap-2">
|
||||
<button
|
||||
onClick={() => sigPadRef.current?.clear()}
|
||||
className="px-3 py-2 text-sm bg-white border border-gray-300 rounded hover:bg-gray-50"
|
||||
>
|
||||
Clear
|
||||
</button>
|
||||
<button
|
||||
onClick={handleSave}
|
||||
disabled={saving}
|
||||
className="px-4 py-2 text-sm bg-blue-600 text-white rounded hover:bg-blue-700 disabled:opacity-50"
|
||||
>
|
||||
{saving ? 'Saving...' : (savedData ? 'Save Updated Initials' : 'Save Initials')}
|
||||
</button>
|
||||
{savedData && (
|
||||
<button
|
||||
onClick={() => { setIsDrawing(false); setError(null); }}
|
||||
className="px-3 py-2 text-sm bg-white border border-gray-300 rounded hover:bg-gray-50"
|
||||
>
|
||||
Cancel
|
||||
</button>
|
||||
)}
|
||||
</div>
|
||||
{error && <p className="text-sm text-red-600">{error}</p>}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
```
|
||||
|
||||
**2. Modify profile/page.tsx** — two targeted changes:
|
||||
|
||||
a) Update the DB query to fetch `agentInitialsData` alongside `agentSignatureData` (single query, one round-trip):
|
||||
```typescript
|
||||
// BEFORE:
|
||||
columns: { agentSignatureData: true },
|
||||
// AFTER:
|
||||
columns: { agentSignatureData: true, agentInitialsData: true },
|
||||
```
|
||||
|
||||
b) Add import for `AgentInitialsPanel` and a second `<section>` below the existing Agent Signature section:
|
||||
```typescript
|
||||
import { AgentInitialsPanel } from '../../_components/AgentInitialsPanel';
|
||||
```
|
||||
|
||||
Add this section after the closing `</section>` of the Agent Signature block:
|
||||
```tsx
|
||||
<section className="bg-white border border-gray-200 rounded-lg p-6 space-y-4">
|
||||
<div>
|
||||
<h2 className="text-lg font-medium text-gray-900">Agent Initials</h2>
|
||||
<p className="text-sm text-gray-500 mt-1">
|
||||
Draw your initials once. They will be embedded in any "Agent Initials" fields when you prepare a document.
|
||||
</p>
|
||||
</div>
|
||||
<AgentInitialsPanel initialData={user?.agentInitialsData ?? null} />
|
||||
</section>
|
||||
```
|
||||
|
||||
**3. Modify FieldPlacer.tsx** — two targeted changes:
|
||||
|
||||
a) Add `'agent-initials'` token to `PALETTE_TOKENS` (7th entry, after `agent-signature`):
|
||||
```typescript
|
||||
{ id: 'agent-initials', label: 'Agent Initials', color: '#ea580c' },
|
||||
```
|
||||
Orange (`#ea580c`) is unused by any existing token. It visually groups with red (agent-signature) as "agent-owned" while remaining distinct from client-visible tokens.
|
||||
|
||||
b) Add `'agent-initials'` to the `validTypes` Set:
|
||||
```typescript
|
||||
// Add 'agent-initials' to the existing set — do not change any other entries
|
||||
const validTypes = new Set<string>(['client-signature', 'initials', 'text', 'checkbox', 'date', 'agent-signature', 'agent-initials']);
|
||||
```
|
||||
|
||||
Do NOT change any other FieldPlacer logic — drag behavior, overlay rendering, and coordinate conversion all apply to agent-initials the same way they apply to agent-signature.
|
||||
</action>
|
||||
<verify>
|
||||
<automated>cd /Users/ccopeland/temp/red/teressa-copeland-homes && npx tsc --noEmit 2>&1 | head -20</automated>
|
||||
</verify>
|
||||
<done>TypeScript compiles clean; `npm run dev` starts without error; /portal/profile shows both the Agent Signature section (unchanged) and the new Agent Initials section below it; FieldPlacer palette shows an orange "Agent Initials" token as the 7th entry; the existing purple "Initials" client token is still present and unchanged.</done>
|
||||
</task>
|
||||
|
||||
</tasks>
|
||||
|
||||
<verification>
|
||||
After both tasks complete, verify the full Plan 01 state:
|
||||
|
||||
1. `npx tsc --noEmit` passes with zero errors
|
||||
2. `npm run dev` starts without errors
|
||||
3. Migration applied: `psql -d [db] -c "SELECT column_name FROM information_schema.columns WHERE table_name='users' AND column_name='agent_initials_data';"` returns one row
|
||||
4. GET /api/agent/initials returns 401 without session; returns `{ agentInitialsData: null }` with valid session
|
||||
5. /portal/profile renders both sections — Agent Signature (existing, unchanged) and Agent Initials (new) — with their respective canvases
|
||||
6. Agent can draw on the initials canvas and click "Save Initials" — PUT /api/agent/initials returns 200, thumbnail appears
|
||||
7. Agent can click "Update Initials" — canvas reappears for redraw
|
||||
8. FieldPlacer shows "Agent Initials" as a draggable orange token (7th entry); purple "Initials" client token still present
|
||||
9. Placing an "Agent Initials" field on a document page saves it with `type: 'agent-initials'` in signatureFields
|
||||
10. GET /api/sign/[token] does NOT return agent-initials fields (isClientVisibleField returns false)
|
||||
</verification>
|
||||
|
||||
<success_criteria>
|
||||
- INIT-01: Agent can draw and save initials from /portal/profile; thumbnail shows after save
|
||||
- INIT-02: "Update Initials" button replaces saved initials with a new one (same PUT route)
|
||||
- INIT-03 (partial): "Agent Initials" token appears in FieldPlacer palette; placed fields have type 'agent-initials'; isClientVisibleField() excludes them from client signing session (Plan 02 completes the embedding)
|
||||
- INIT-04 (confirmed): Existing purple "Initials" token still present in palette; no changes to SigningPageClient.tsx or any client-initials pipeline
|
||||
- TypeScript build clean; zero new npm packages
|
||||
</success_criteria>
|
||||
|
||||
<output>
|
||||
After completion, create `.planning/phases/11.1-agent-and-client-initials/11.1-01-SUMMARY.md`
|
||||
</output>
|
||||
Reference in New Issue
Block a user