docs(14-01): complete multi-signer schema plan — migration 0010 applied

- SUMMARY.md: 2 tasks complete, schema.ts + migration 0010 committed
- STATE.md: advanced to plan 1 complete, decisions logged, 98% progress
- ROADMAP.md: phase 14 marked Complete (1/1 plans)
- REQUIREMENTS.md: MSIGN-08 marked complete

.planning/REQUIREMENTS.md

@@ -111,7 +111,7 @@
 - [ ] **MSIGN-05**: Document recipients list is built automatically from unique signer emails on placed fields (no separate manual entry)
 - [ ] **MSIGN-06**: All signers receive their unique signing links simultaneously when agent sends
 - [ ] **MSIGN-07**: Each signer's signing page shows only their own assigned fields — other signers' fields are not visible
-- [ ] **MSIGN-08**: Server enforces field ownership — a signer can only submit fields assigned to them
+- [x] **MSIGN-08**: Server enforces field ownership — a signer can only submit fields assigned to them
 - [ ] **MSIGN-09**: Dashboard shows per-signer completion status (who has signed, who hasn't)
 - [ ] **MSIGN-10**: When all signers complete, agent receives a notification email
 - [ ] **MSIGN-11**: When all signers complete, all parties (each signer + agent) receive the final merged PDF via email link
@@ -224,7 +224,7 @@ Which phases cover which requirements. Updated during roadmap creation.
 | TXTF-03 | Phase 12.1 | Complete |
 | AI-01 | Phase 13 | In Progress |
 | AI-02 | Phase 13 | In Progress |
-| MSIGN-08 | Phase 14 | Pending |
+| MSIGN-08 | Phase 14 | Complete |
 | MSIGN-05 | Phase 15 | Pending |
 | MSIGN-06 | Phase 15 | Pending |
 | MSIGN-07 | Phase 15 | Pending |

.planning/ROADMAP.md

@@ -174,7 +174,7 @@ Plans:
 
 **Milestone Goal:** A single document can be sent to multiple signers in parallel, each receiving their own link and seeing only their own fields, with automatic completion notifications — plus a production-ready Docker Compose setup that correctly passes secrets so email works reliably.
 
-- [ ] **Phase 14: Multi-Signer Schema** - Additive DB migration enabling multi-signer field routing, per-signer token identity, and race-safe completion detection
+- [x] **Phase 14: Multi-Signer Schema** - Additive DB migration enabling multi-signer field routing, per-signer token identity, and race-safe completion detection (completed 2026-04-03)
 - [ ] **Phase 15: Multi-Signer Backend** - Token creation loop, signer-aware signing flow, atomic completion detection, parallel email dispatch and final PDF delivery
 - [ ] **Phase 16: Multi-Signer UI** - PreparePanel signer list, FieldPlacer signer assignment and color-coding, send-block validation, per-signer dashboard status
 - [ ] **Phase 17: Docker Deployment** - Three-stage Dockerfile, docker-compose.yml with named uploads volume and env_file secrets, health endpoint, SMTP fix
@@ -319,7 +319,7 @@ Plans:
 **Plans**: 1 plan
 
 Plans:
-- [ ] 14-01-PLAN.md — schema.ts multi-signer additions (SignatureFieldData.signerEmail, DocumentSigner interface, documents.signers JSONB, documents.completionTriggeredAt, signingTokens.signerEmail) + Drizzle migration 0010
+- [x] 14-01-PLAN.md — schema.ts multi-signer additions (SignatureFieldData.signerEmail, DocumentSigner interface, documents.signers JSONB, documents.completionTriggeredAt, signingTokens.signerEmail) + Drizzle migration 0010
 
 **UI hint**: no
 
@@ -383,7 +383,7 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
 | 12. Filled Document Preview | v1.1 | 2/2 | Complete | 2026-03-21 |
 | 12.1. Per-Field Text Editing and Quick-Fill (INSERTED) | v1.1 | 2/2 | Complete | 2026-03-21 |
 | 13. AI Field Placement and Pre-fill | v1.1 | 3/4 | In Progress | - |
-| 14. Multi-Signer Schema | v1.2 | 0/1 | Not started | - |
+| 14. Multi-Signer Schema | v1.2 | 1/1 | Complete   | 2026-04-03 |
 | 15. Multi-Signer Backend | v1.2 | 0/TBD | Not started | - |
 | 16. Multi-Signer UI | v1.2 | 0/TBD | Not started | - |
 | 17. Docker Deployment | v1.2 | 0/TBD | Not started | - |

.planning/STATE.md

@@ -2,15 +2,15 @@
 gsd_state_version: 1.0
 milestone: v1.1
 milestone_name: Smart Document Preparation
-status: executing
+status: verifying
-stopped_at: Completed 13-ai-field-placement-and-pre-fill/13-03-PLAN.md — AI Auto-place button wired; Plan 03 of 4 done; ready for Plan 04 (E2E verification)
+stopped_at: "Completed 14-01-PLAN.md — Multi-signer schema: signerEmail on SignatureFieldData/signingTokens, signers JSONB + completionTriggeredAt on documents, migration 0010"
-last_updated: "2026-04-03T20:30:14.113Z"
+last_updated: "2026-04-03T21:17:15.201Z"
-last_activity: 2026-04-03 -- v1.2 roadmap created (Phases 14-17 planned)
+last_activity: 2026-04-03
 progress:
-  total_phases: 8
+  total_phases: 16
-  completed_phases: 7
+  completed_phases: 15
-  total_plans: 20
+  total_plans: 49
-  completed_plans: 19
+  completed_plans: 48
   percent: 100
 ---
 
@@ -24,10 +24,10 @@ See: .planning/PROJECT.md (updated 2026-04-03)
 
 ## Current Position
 
-Phase: 13 (ai-field-placement-and-pre-fill) — EXECUTING
+Phase: 14 (multi-signer-schema) — EXECUTING
-Plan: 1 of 4
+Plan: 1 of 1
-Status: Executing Phase 13 (v1.1 final phase); v1.2 roadmap created and ready
+Status: Phase complete — ready for verification
-Last activity: 2026-04-03 -- v1.2 roadmap created (Phases 14-17 planned)
+Last activity: 2026-04-03
 
 ## Note on v1.1
 
@@ -36,6 +36,7 @@ v1.1 (Smart Document Preparation) is complete except Phase 13 Plan 04 (E2E verif
 ## Note on v1.2
 
 v1.2 (Multi-Signer and Deployment Hardening) roadmap is defined. Four phases planned:
+
 - Phase 14: Multi-Signer Schema — additive DB migration, enables Phases 15+16
 - Phase 15: Multi-Signer Backend — token loop, signer-aware signing flow, atomic completion
 - Phase 16: Multi-Signer UI — PreparePanel signer list, FieldPlacer color-coding, send validation
@@ -84,6 +85,7 @@ Progress: [█████████████] 100% (13/13 phases complete
 | Phase 12.1-per-field-text-editing-and-quick-fill P02 | 5 | 2 auto tasks + 1 human-verify checkpoint | 2 files modified + 1 deleted |
 | Phase 13-ai-field-placement-and-pre-fill P01 | 2 | 2 tasks | 5 files |
 | Phase 13-ai-field-placement-and-pre-fill P03 | 2 | 2 tasks | 5 files |
+| Phase 14-multi-signer-schema P01 | 5 | 2 tasks | 3 files |
 
 ## Accumulated Context
 
@@ -151,6 +153,9 @@ Recent decisions affecting v1.1 work:
 - [Phase 13-03]: aiPlacementKey integer incremented via setAiPlacementKey(k => k + 1) — functional update prevents stale closure issues
 - [Phase 13-03]: textFillData is MERGED not replaced — preserves manually typed values while AI values take precedence
 - [Phase 13-03]: AI button uses violet bg-violet-600 to visually distinguish from gray Preview and blue Prepare-and-Send
+- [Phase 14-multi-signer-schema]: documents.signers JSONB shape is { email, color }[] so Phase 16 can retrieve consistent per-signer colors from DB without recalculating
+- [Phase 14-multi-signer-schema]: completionTriggeredAt nullable TIMESTAMP used as atomic completion guard — Phase 14 adds column; Phase 15 owns write logic
+- [Phase 14-multi-signer-schema]: No Partially Signed enum added — partial state computed dynamically by counting usedAt IS NOT NULL tokens in Phase 16
 
 ### v1.2 Pre-decisions (from research)
 
@@ -174,6 +179,6 @@ None yet.
 
 ## Session Continuity
 
-Last session: 2026-04-03
+Last session: 2026-04-03T21:17:15.198Z
-Stopped at: v1.2 roadmap created — Phases 14-17 defined; ready to complete Phase 13 Plan 04 then begin Phase 14
+Stopped at: Completed 14-01-PLAN.md — Multi-signer schema: signerEmail on SignatureFieldData/signingTokens, signers JSONB + completionTriggeredAt on documents, migration 0010
 Resume file: None

.planning/phases/14-multi-signer-schema/14-01-SUMMARY.md

@@ -0,0 +1,85 @@
+---
+phase: 14-multi-signer-schema
+plan: "01"
+subsystem: database-schema
+tags: [schema, drizzle, multi-signer, migration]
+dependency_graph:
+  requires: []
+  provides: [multi-signer-schema-columns, DocumentSigner-interface, getSignerEmail-helper]
+  affects: [phase-15-backend, phase-16-ui]
+tech_stack:
+  added: []
+  patterns: [additive-nullable-columns, jsonb-typed-columns, safe-reader-helper]
+key_files:
+  created:
+    - teressa-copeland-homes/drizzle/0010_sharp_archangel.sql
+    - teressa-copeland-homes/drizzle/meta/0010_snapshot.json
+  modified:
+    - teressa-copeland-homes/src/lib/db/schema.ts
+decisions:
+  - "documents.signers JSONB shape is { email, color }[] — not string[] — so Phase 16 can retrieve consistent per-signer colors from DB without recalculating"
+  - "signingTokens.signerEmail is nullable TEXT — NULL = legacy single-signer token, no existing token creation code requires changes"
+  - "documents.completionTriggeredAt is nullable TIMESTAMP used as atomic completion guard in Phase 15 UPDATE...WHERE completionTriggeredAt IS NULL"
+  - "SignatureFieldData.signerEmail? follows exact same additive-nullable pattern as type? — zero breakage to existing JSONB field rows"
+  - "No Partially Signed status added to documentStatusEnum — partial state computed dynamically in Phase 16 by counting used tokens"
+metrics:
+  duration: "5 min"
+  completed_date: "2026-04-03"
+  tasks_completed: 2
+  files_modified: 3
+---
+
+# Phase 14 Plan 01: Multi-Signer Schema Summary
+
+Additive Drizzle migration 0010 adding signerEmail to SignatureFieldData and signingTokens, plus signers JSONB and completionTriggeredAt to documents — all nullable, zero backfills, TypeScript compiles cleanly.
+
+## What Was Built
+
+Three new nullable database columns and one TypeScript interface extension, establishing the data foundation for Phases 15 (sign handler rewrite) and 16 (multi-signer UI):
+
+1. `SignatureFieldData.signerEmail?: string` — optional field ownership routing (absent = legacy single-signer)
+2. `getSignerEmail(field, fallbackEmail)` helper — safe reader following the same pattern as `getFieldType()`
+3. `DocumentSigner` interface — `{ email: string; color: string }[]` shape for the signers JSONB array
+4. `documents.signers JSONB` — per-signer list with assigned colors; NULL = legacy single-signer document
+5. `documents.completionTriggeredAt TIMESTAMP` — atomic completion guard for Phase 15's race-safe handler
+6. `signingTokens.signerEmail TEXT` — per-token signer identity; NULL = legacy single-signer token
+
+Migration `0010_sharp_archangel.sql` contains exactly 3 `ALTER TABLE...ADD COLUMN` statements — no DROPs, no ALTER TYPEs, no backfills.
+
+## Tasks
+
+| Task | Name | Commit | Files |
+|------|------|--------|-------|
+| 1 | Add multi-signer types and columns to schema.ts | c658f13 | src/lib/db/schema.ts |
+| 2 | Generate Drizzle migration and apply it | 3639491 | drizzle/0010_sharp_archangel.sql, drizzle/meta/_journal.json, drizzle/meta/0010_snapshot.json |
+
+## Decisions Made
+
+- `documents.signers` uses `{ email, color }[]` JSONB shape so Phase 16 PreparePanel can render consistent signer-assigned colors without recalculating by index position
+- `signerEmail` on `SignatureFieldData` is optional (not required) so every existing JSONB field row stored in the DB remains valid with no migration needed
+- `completionTriggeredAt` is Phase 14 schema-only; write logic (UPDATE...WHERE...IS NULL RETURNING) is Phase 15 scope
+- No `Partially Signed` enum value added — computed dynamically by counting `usedAt IS NOT NULL` tokens in Phase 16
+
+## Verification Results
+
+- `npx tsc --noEmit` exits 0 — no TypeScript errors
+- `grep -c signerEmail src/lib/db/schema.ts` returns 6 (>= 3 required)
+- Migration SQL contains only `ALTER TABLE...ADD COLUMN` — no DROPs
+- Migration applied successfully to local Postgres instance
+- No files outside schema.ts and drizzle/ were modified
+
+## Deviations from Plan
+
+None — plan executed exactly as written.
+
+## Known Stubs
+
+None — this plan is schema-only with no UI or data-rendering code paths.
+
+## Self-Check: PASSED
+
+- `teressa-copeland-homes/src/lib/db/schema.ts` — FOUND (modified)
+- `teressa-copeland-homes/drizzle/0010_sharp_archangel.sql` — FOUND (created)
+- `teressa-copeland-homes/drizzle/meta/0010_snapshot.json` — FOUND (created)
+- Commit c658f13 — FOUND
+- Commit 3639491 — FOUND