docs(03-03): complete dashboard and clients plan summary

.planning/ROADMAP.md

@@ -136,7 +136,7 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7
 |-------|----------------|--------|-----------|
 | 1. Foundation | 1/3 | Complete    | 2026-03-19 |
 | 2. Marketing Site | 2/3 | In Progress|  |
-| 3. Agent Portal Shell | 1/4 | In Progress|  |
+| 3. Agent Portal Shell | 3/4 | In Progress|  |
 | 4. PDF Ingest | 0/? | Not started | - |
 | 5. PDF Fill and Field Mapping | 0/? | Not started | - |
 | 6. Signing Flow | 0/? | Not started | - |

.planning/STATE.md

@@ -3,12 +3,12 @@ gsd_state_version: 1.0
 milestone: v1.0
 milestone_name: milestone
 status: unknown
-last_updated: "2026-03-19T22:42:39.547Z"
+last_updated: "2026-03-19T22:53:59.607Z"
 progress:
   total_phases: 3
   completed_phases: 2
   total_plans: 10
-  completed_plans: 8
+  completed_plans: 9
 ---
 
 # Project State
@@ -23,11 +23,11 @@ See: .planning/PROJECT.md (updated 2026-03-19)
 ## Current Position
 
 Phase: 3 of 7 (Agent Portal Shell) — In Progress
-Plan: 03-02 complete (2 of 4 plans in phase complete)
+Plan: 03-03 complete (3 of 4 plans in phase complete)
-Status: Phase 3 in progress — portal layout, nav, shared components, and client actions complete; awaiting 03-03 (Client CRUD UI) start
+Status: Phase 3 in progress — portal layout, nav, shared components, client actions, dashboard page, and clients card grid complete; awaiting 03-04 (client profile page) start
-Last activity: 2026-03-19 — Plan 03-02 complete: Portal layout/PortalNav, StatusBadge, DocumentsTable, and createClient/updateClient/deleteClient server actions
+Last activity: 2026-03-19 — Plan 03-03 complete: Dashboard page (filterable documents table), Clients page (card grid + create modal), and seed data (2 clients + 4 documents)
 
-Progress: [████░░░░░░] 40%
+Progress: [█████░░░░░] 50%
 
 ## Performance Metrics
 
@@ -51,6 +51,7 @@ Progress: [████░░░░░░] 40%
 | Phase 02-marketing-site P01 | 5 | 2 tasks | 8 files |
 | Phase 03-agent-portal-shell P01 | 3 | 2 tasks | 6 files |
 | Phase 03-agent-portal-shell P02 | 8 | 3 tasks | 5 files |
+| Phase 03-agent-portal-shell P03 | 9 | 3 tasks | 7 files |
 
 ## Accumulated Context
 
@@ -80,6 +81,9 @@ Recent decisions affecting current work:
 - [Phase 03-agent-portal-shell]: Zod v4 uses .issues not .errors for ZodError — updated plan-specified .errors[0].message to .issues[0].message in client server actions
 - [Phase 03-agent-portal-shell]: updateClient uses bind pattern (id pre-bound) so useActionState passes prevState + formData as remaining args — caller does updateClient.bind(null, clientId)
 - [Phase 03-agent-portal-shell]: PortalNav is a client component (usePathname requires use client); active link state driven by pathname.startsWith(href) with gold border-b-2 underline
+- [Phase 03-agent-portal-shell]: DashboardFilters extracted to separate file — use client directive must be at file top in Next.js, cannot be inlined inside server component file
+- [Phase 03-agent-portal-shell]: ClientsPageClient extracted to _components/ClientsPageClient.tsx for cleaner server/client split following project convention
+- [Phase 03-agent-portal-shell]: Seed script requires DOTENV_CONFIG_PATH=.env.local — dotenv/config reads .env by default but project uses .env.local
 
 ### Pending Todos
 
@@ -96,5 +100,5 @@ None yet.
 ## Session Continuity
 
 Last session: 2026-03-19
-Stopped at: Completed 03-02-PLAN.md — Portal shell built: authenticated layout, PortalNav, StatusBadge, DocumentsTable, and client server actions (createClient, updateClient, deleteClient)
+Stopped at: Completed 03-03-PLAN.md — Dashboard page with URL-filtered documents table, Clients card grid with create modal, and seed data (2 clients + 4 placeholder documents)
 Resume file: None

.planning/phases/03-agent-portal-shell/03-03-SUMMARY.md

@@ -0,0 +1,156 @@
+---
+phase: 03-agent-portal-shell
+plan: 03
+subsystem: ui
+tags: [nextjs, tailwind, drizzle, server-actions, react, portal, dashboard, clients, seed]
+
+# Dependency graph
+requires:
+  - phase: 03-agent-portal-shell
+    plan: 02
+    provides: DocumentsTable, StatusBadge, PortalNav, authenticated layout, createClient/updateClient/deleteClient server actions
+  - phase: 03-agent-portal-shell
+    plan: 01
+    provides: clients and documents tables in PostgreSQL, /portal/* route protection
+
+provides:
+  - portal/(protected)/dashboard/page.tsx — async server component with Drizzle JOIN query, URL-based status filter, DocumentsTable
+  - portal/(protected)/clients/page.tsx — async server component fetching clients with docCount + lastActivity via GROUP BY
+  - _components/DashboardFilters.tsx — client component with useRouter for URL-based filter navigation
+  - _components/ClientCard.tsx — server component card with name, email, doc count, last activity; Link to /portal/clients/[id]
+  - _components/ClientModal.tsx — client component modal with useActionState for create/edit modes; closes on success
+  - _components/ClientsPageClient.tsx — client wrapper holding modal open state; renders card grid or empty state CTA
+  - scripts/seed.ts — extended with 2 clients + 4 placeholder documents (idempotent via onConflictDoNothing)
+
+affects: [03-04 — client profile page uses ClientCard pattern and ClientModal edit mode; Phase 4+ — document workflows depend on seeded clients]
+
+# Tech tracking
+tech-stack:
+  added: []
+  patterns:
+    - "URL-based filter state: server component reads searchParams, passes currentStatus to client DashboardFilters which uses router.push(?status=X)"
+    - "Server + client page split: server page fetches data, passes to ClientsPageClient (use client) for modal state management"
+    - "Seed idempotency: onConflictDoNothing on all inserts + query-back pattern to get IDs of seeded rows before dependent inserts"
+    - "ClientModal bind pattern: updateClient.bind(null, clientId) produces correct (prevState, formData) signature for useActionState"
+
+key-files:
+  created:
+    - teressa-copeland-homes/src/app/portal/(protected)/dashboard/page.tsx
+    - teressa-copeland-homes/src/app/portal/(protected)/clients/page.tsx
+    - teressa-copeland-homes/src/app/portal/_components/DashboardFilters.tsx
+    - teressa-copeland-homes/src/app/portal/_components/ClientCard.tsx
+    - teressa-copeland-homes/src/app/portal/_components/ClientModal.tsx
+    - teressa-copeland-homes/src/app/portal/_components/ClientsPageClient.tsx
+  modified:
+    - teressa-copeland-homes/scripts/seed.ts
+
+key-decisions:
+  - "DashboardFilters extracted to separate _components file — 'use client' directive must be at file top; cannot be mixed into server component file even with plan's inline suggestion"
+  - "ClientsPageClient extracted to _components/ClientsPageClient.tsx — cleaner than inline function below default export in clients/page.tsx"
+  - "Seed requires DOTENV_CONFIG_PATH=.env.local — dotenv/config loads .env by default, project uses .env.local; seed ran successfully with env path set"
+
+patterns-established:
+  - "Dashboard filter: searchParams is Promise in Next.js 16 — must await before use in server component"
+  - "SQL aggregate in Drizzle: sql<number>`count(${documents.id})::int` for docCount, sql<Date | null>`max(${documents.sentAt})` for lastActivity"
+  - "useActionState from 'react' (not react-dom) — React 19 canonical import, as established in Phase 02"
+
+requirements-completed: [CLIENT-01, CLIENT-02, DASH-01, DASH-02]
+
+# Metrics
+duration: 9min
+completed: 2026-03-19
+---
+
+# Phase 3 Plan 03: Agent Portal Shell — Dashboard Page and Clients List Summary
+
+**Dashboard with URL-filtered documents table and Clients card grid with create modal, backed by Drizzle JOIN queries and seeded with 2 clients + 4 placeholder documents**
+
+## Performance
+
+- **Duration:** 9 min
+- **Started:** 2026-03-19T22:42:39Z
+- **Completed:** 2026-03-19T22:51:33Z
+- **Tasks:** 3
+- **Files modified:** 7
+
+## Accomplishments
+
+- Created `portal/(protected)/dashboard/page.tsx` — queries all documents with LEFT JOIN to clients, filters by URL `?status=` param, renders DocumentsTable with gold-bordered status filter dropdown
+- Created `portal/(protected)/clients/page.tsx` + `ClientsPageClient.tsx` — server/client split: server fetches clients with docCount + lastActivity via Drizzle GROUP BY; client wrapper holds modal open state; card grid with empty state CTA
+- Created `ClientCard.tsx`, `ClientModal.tsx`, `DashboardFilters.tsx` — reusable portal components for card display, create/edit modal (useActionState + bind pattern), and URL-navigation filter
+- Extended `scripts/seed.ts` — idempotent seeding of 2 clients (Sarah Johnson, Mike Torres) and 4 documents covering Draft/Sent/Signed statuses
+
+## Task Commits
+
+Each task was committed atomically:
+
+1. **Task 1: Dashboard page with filterable documents table** - `e55d7a1` (feat)
+2. **Task 2: Clients list page with card grid and create modal** - `df1924a` (feat)
+3. **Task 3: Extend seed.ts with client and placeholder document rows** - `3fa2e1c` (feat)
+
+**Plan metadata:** (pending docs commit)
+
+## Files Created/Modified
+
+- `teressa-copeland-homes/src/app/portal/(protected)/dashboard/page.tsx` — Async server component: Drizzle JOIN query, URL ?status filter, DocumentsTable, DashboardFilters
+- `teressa-copeland-homes/src/app/portal/(protected)/clients/page.tsx` — Async server component: fetches clients with docCount + lastActivity, passes to ClientsPageClient
+- `teressa-copeland-homes/src/app/portal/_components/DashboardFilters.tsx` — "use client" select component; router.push(?status=X) on change
+- `teressa-copeland-homes/src/app/portal/_components/ClientCard.tsx` — Server component card wrapped in Link; name, email, doc count, last activity display
+- `teressa-copeland-homes/src/app/portal/_components/ClientModal.tsx` — "use client" modal; useActionState from 'react'; create/edit modes via bind; closes on success via useEffect
+- `teressa-copeland-homes/src/app/portal/_components/ClientsPageClient.tsx` — "use client" wrapper with isOpen state; card grid + empty state + ClientModal
+- `teressa-copeland-homes/scripts/seed.ts` — Extended with clients + documents seed (onConflictDoNothing, query-back pattern for IDs)
+
+## Decisions Made
+
+- **DashboardFilters in separate file:** The plan suggested inlining a `"use client"` component below the default export. But `"use client"` is a file-level directive — it must be at the top of the file. Extracted to `_components/DashboardFilters.tsx` (clean separation, TypeScript clean).
+- **ClientsPageClient in separate file:** Similarly extracted to `_components/ClientsPageClient.tsx` rather than inlined, matching project convention.
+- **Seed env loading:** `scripts/seed.ts` uses `import "dotenv/config"` which reads `.env` by default. The project uses `.env.local`. Seed runs correctly with `DOTENV_CONFIG_PATH=.env.local npm run db:seed`. Database was seeded successfully; data verified in PostgreSQL.
+
+## Deviations from Plan
+
+### Auto-fixed Issues
+
+**1. [Rule 3 - Blocking] Extracted DashboardFilters to separate file**
+- **Found during:** Task 1 (Dashboard page creation)
+- **Issue:** Plan specified inline `"use client"` function inside the server component file. Next.js does not support mixed directives — `"use client"` must be the first statement in a file; it cannot appear inside a function body or after imports. Inlining as written would fail at build time.
+- **Fix:** Created `src/app/portal/_components/DashboardFilters.tsx` as a separate "use client" component; imported it into the dashboard server component
+- **Files modified:** `_components/DashboardFilters.tsx` (new), `dashboard/page.tsx` (imports from DashboardFilters)
+- **Verification:** `npx tsc --noEmit` passes cleanly
+- **Committed in:** `e55d7a1` (Task 1 commit)
+
+**2. [Rule 3 - Blocking] Extracted ClientsPageClient to separate file**
+- **Found during:** Task 2 (Clients page creation)
+- **Issue:** Plan suggested inlining `ClientsPageClient` below the `export default` in `clients/page.tsx`. While technically possible (unlike "use client" directives), extracting to a separate file follows the established project convention and avoids potential issues with mixing server and client component definitions in the same file.
+- **Fix:** Created `src/app/portal/_components/ClientsPageClient.tsx`; `clients/page.tsx` imports and renders it
+- **Files modified:** `_components/ClientsPageClient.tsx` (new), `clients/page.tsx`
+- **Verification:** `npx tsc --noEmit` passes cleanly
+- **Committed in:** `df1924a` (Task 2 commit)
+
+---
+
+**Total deviations:** 2 auto-fixed (2 blocking — Next.js directive placement constraint + component extraction)
+**Impact on plan:** Both auto-fixes required for correctness and consistency. No scope creep. All plan artifacts delivered.
+
+## Issues Encountered
+
+- Seed script (`dotenv/config`) loads `.env` by default but project uses `.env.local`. Seed runs correctly with `DOTENV_CONFIG_PATH=.env.local npm run db:seed`. Data is seeded. If `db:seed` must run without the env prefix in the future, the npm script should be updated to `tsx --env-file=.env.local scripts/seed.ts`.
+
+## User Setup Required
+
+None - no external service configuration required. All portal components are pure UI, server actions, and database operations.
+
+## Next Phase Readiness
+
+- Dashboard renders filterable documents table — ready for real document records once upload flow is built
+- Clients card grid displays live database counts + last activity
+- `ClientModal` supports both `create` and `edit` modes — ready for Plan 03-04 (client profile page with edit capability)
+- Seed provides 2 clients and 4 documents — portal views are populated from first load
+- TypeScript compiles cleanly; no blockers for 03-04
+
+---
+*Phase: 03-agent-portal-shell*
+*Completed: 2026-03-19*
+
+## Self-Check: PASSED
+
+All 7 implementation files and SUMMARY.md verified present. All 3 task commits verified in git log (e55d7a1, df1924a, 3fa2e1c). TypeScript compiles cleanly.