From babc92be34fd687178eadb71a955f6caea087284 Mon Sep 17 00:00:00 2001 From: Chandler Copeland Date: Sat, 21 Mar 2026 15:05:00 -0600 Subject: [PATCH] docs(11.1-02): complete agent-initials prepare pipeline plan - Add 11.1-02-SUMMARY.md with plan execution results - Update STATE.md: current position, session continuity, decisions - Update ROADMAP.md: phase 11.1 progress (2/3 summaries) --- .planning/ROADMAP.md | 2 +- .planning/STATE.md | 16 ++- .../11.1-02-SUMMARY.md | 109 ++++++++++++++++++ 3 files changed, 120 insertions(+), 7 deletions(-) create mode 100644 .planning/phases/11.1-agent-and-client-initials/11.1-02-SUMMARY.md diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index ff4caf6..795d344 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -296,6 +296,6 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 → | 9. Client Property Address | 1/1 | Complete | 2026-03-21 | - | | 10. Expanded Field Types End-to-End | v1.1 | 3/3 | Complete | 2026-03-21 | | 11. Agent Saved Signature and Signing Workflow | 3/3 | Complete | 2026-03-21 | - | -| 11.1. Agent and Client Initials (INSERTED) | 1/3 | In Progress| | - | +| 11.1. Agent and Client Initials (INSERTED) | 2/3 | In Progress| | - | | 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 26550e2..2f4adcc 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: "2026-03-21T21:00:49.214Z" +last_updated: "2026-03-21T21:04:25.134Z" progress: total_phases: 12 completed_phases: 11 total_plans: 40 - completed_plans: 38 + completed_plans: 39 --- # Project State @@ -23,9 +23,9 @@ See: .planning/PROJECT.md (updated 2026-03-21) ## Current Position Phase: 11.1 of 13 (Agent and Client Initials) — IN PROGRESS -Plan: 1 of 3 in phase 11.1 complete -Status: Phase 11.1 Plan 01 complete — agent initials storage, API, UI, and FieldPlacer token all wired; Plan 02 (preparePdf embedding) ready to execute -Last activity: 2026-03-21 — Phase 11.1 Plan 01 complete: agentInitialsData column, /api/agent/initials routes, AgentInitialsPanel, and orange palette token all done. +Plan: 2 of 3 in phase 11.1 complete +Status: Phase 11.1 Plan 02 complete — preparePdf() extended with agentInitialsImage embed-once-draw-many; prepare route fetches initials in same DB query, 422 guard wired; Plan 03 (human E2E verification) ready to execute +Last activity: 2026-03-21 — Phase 11.1 Plan 02 complete: preparePdf() agentInitialsData param, embed-once-draw-many pattern, 422 guard in prepare route. ## Accumulated Context @@ -57,6 +57,7 @@ Progress: [███████████░░] 85% (11/13 phases complete) | Phase 11-agent-saved-signature P02 | 2 | 2 tasks | 2 files | | Phase 11-agent-saved-signature P03 | <1 | 1 task | 0 files | | Phase 11.1-agent-and-client-initials P01 | 2 | 2 tasks | 6 files | +| Phase 11.1-agent-and-client-initials P02 | 4 | 2 tasks | 2 files | ## Accumulated Context @@ -93,6 +94,9 @@ Recent decisions affecting v1.1 work: - [Phase 11.1-01]: AgentInitialsPanel clones AgentSignaturePanel with 80px canvas and /api/agent/initials endpoint - [Phase 11.1-01]: isClientVisibleField() now guards both agent-signature and agent-initials from client signing session - [Phase 11.1-01]: Orange #ea580c chosen for agent-initials FieldPlacer token — distinct from red agent-signature, visually grouped as agent-owned +- [Phase 11.1-02]: agentInitialsData added as 6th optional param with default null — existing call sites compile without modification +- [Phase 11.1-02]: 422 guard for missing agent-initials placed after existing agent-signature guard — parallel pattern for agent-owned field types +- [Phase 11.1-02]: Single DB query fetches both agentSignatureData and agentInitialsData via columns selector — one round-trip ### Pending Todos @@ -106,5 +110,5 @@ None yet. ## Session Continuity Last session: 2026-03-21 -Stopped at: Completed 11.1-agent-and-client-initials/11.1-01-PLAN.md +Stopped at: Completed 11.1-agent-and-client-initials/11.1-02-PLAN.md Resume file: None diff --git a/.planning/phases/11.1-agent-and-client-initials/11.1-02-SUMMARY.md b/.planning/phases/11.1-agent-and-client-initials/11.1-02-SUMMARY.md new file mode 100644 index 0000000..d4dc4ca --- /dev/null +++ b/.planning/phases/11.1-agent-and-client-initials/11.1-02-SUMMARY.md @@ -0,0 +1,109 @@ +--- +phase: 11.1-agent-and-client-initials +plan: "02" +subsystem: api, pdf +tags: [pdf-lib, nextjs, agent-initials, prepare-pipeline] + +# Dependency graph +requires: + - phase: 11.1-agent-and-client-initials + provides: agentInitialsData column on users table, /api/agent/initials route, 'agent-initials' SignatureFieldType, isClientVisibleField() security boundary + - phase: 11-agent-saved-signature-and-signing-workflow + provides: embed-once-draw-many pattern in preparePdf(), agent-signature 422 guard pattern in prepare route +provides: + - preparePdf() with 6th optional param agentInitialsData; embeds PNG at each agent-initials field coordinate using embed-once-draw-many pattern + - 422 guard in prepare route returning { error: 'agent-initials-missing' } when agent-initials fields present but no initials saved + - prepare route fetches agentInitialsData alongside agentSignatureData in single DB query +affects: + - 11.1-03 (E2E human verification of full agent-initials round-trip) + +# Tech tracking +tech-stack: + added: [] + patterns: + - "embed-once-draw-many pattern extended to agentInitialsImage — embedPng called once before field loop, drawImage reused per field" + - "422 guard pattern for missing agent-owned data mirrors the existing agent-signature guard exactly" + - "Single DB query fetches all agent-owned data (agentSignatureData + agentInitialsData) via columns selector" + +key-files: + created: [] + modified: + - teressa-copeland-homes/src/lib/pdf/prepare-document.ts + - teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts + +key-decisions: + - "agentInitialsData added as 6th optional param with default null — existing 5-arg call sites continue to compile without modification" + - "agent-initials branch added after agent-signature branch in field loop — 'initials' (client-initials) branch completely untouched" + - "422 guard for missing initials placed after existing agent-signature guard — parallel pattern for agent-owned field types" + +patterns-established: + - "Agent-owned field embedding pattern: embed once before loop, draw per field, guard 422 at route before calling preparePdf — applies to any future agent-owned image type" + +requirements-completed: [INIT-03, INIT-04] + +# Metrics +duration: 4min +completed: 2026-03-21 +--- + +# Phase 11.1 Plan 02: Agent Initials Prepare Pipeline Summary + +**preparePdf() extended with embed-once-draw-many agentInitialsImage; prepare route fetches initials in same DB query and guards 422 on missing initials — agent initials now baked into prepared PDFs** + +## Performance + +- **Duration:** 4 min +- **Started:** 2026-03-21T21:02:18Z +- **Completed:** 2026-03-21T21:06:00Z +- **Tasks:** 2 +- **Files modified:** 2 + +## Accomplishments +- preparePdf() gains 6th optional param agentInitialsData; embeds PNG once before field loop and draws at each agent-initials field coordinate +- prepare route fetches both agentSignatureData and agentInitialsData in a single DB query (one round-trip, not two) +- 422 guard returns { error: 'agent-initials-missing' } when agent-initials fields present but no initials saved — no silent failure +- Existing 'initials' (client-initials) branch and 'agent-signature' branch left completely untouched — zero regressions + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: preparePdf() — add agentInitialsData param and embed at agent-initials field coordinates** - `fae1cf1` (feat) +2. **Task 2: prepare route — fetch agentInitialsData in same query, 422 guard, pass to preparePdf** - `c876579` (feat) + +**Plan metadata:** (included in final docs commit) + +## Files Created/Modified +- `teressa-copeland-homes/src/lib/pdf/prepare-document.ts` - Added agentInitialsData 6th param, embedPng block before loop, agent-initials drawImage branch in loop +- `teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts` - Added agentInitialsData to DB query columns, agentInitialsData variable, hasAgentInitialsFields 422 guard, agentInitialsData as 6th arg to preparePdf() + +## Decisions Made +- agentInitialsData defaults to null (6th optional param) so existing call sites compile unchanged until Task 2 updates the prepare route +- Placed agent-initials drawImage branch immediately after agent-signature branch — consistent ordering, client-initials branch untouched +- DB query extended via columns selector (not a second query) — single round-trip matches Phase 11 Plan 02 pattern + +## Deviations from Plan + +None - plan executed exactly as written. + +## Issues Encountered +None. + +## User Setup Required +None - no external service configuration required. + +## Next Phase Readiness +- Plan 03 is pure human E2E verification: visit profile to draw/save initials, place agent-initials field on a document, prepare it, verify PNG embedded at correct coordinates in the output PDF +- 422 guard ready to test: prepare with no initials saved should return { error: 'agent-initials-missing' } +- Client-initials regression check: purple Initials placeholder still draws at prepare time; client still prompted during signing + +## Self-Check: PASSED +- FOUND: teressa-copeland-homes/src/lib/pdf/prepare-document.ts +- FOUND: teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts +- FOUND: .planning/phases/11.1-agent-and-client-initials/11.1-02-SUMMARY.md +- FOUND: commit fae1cf1 (Task 1) +- FOUND: commit c876579 (Task 2) + +--- +*Phase: 11.1-agent-and-client-initials* +*Completed: 2026-03-21*