diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index d402938..2c0a83a 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -157,4 +157,4 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 | 4. PDF Ingest | 4/4 | Complete | 2026-03-20 | | 5. PDF Fill and Field Mapping | 3/4 | In Progress| | | 6. Signing Flow | 6/6 | Complete | 2026-03-21 | -| 7. Audit Trail and Download | 3/3 | Complete | 2026-03-21 | +| 7. Audit Trail and Download | 4/4 | Complete | 2026-03-21 | diff --git a/.planning/STATE.md b/.planning/STATE.md index 76bd745..b11be92 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -3,12 +3,12 @@ gsd_state_version: 1.0 milestone: v1.0 milestone_name: milestone status: unknown -last_updated: "2026-03-21T17:00:00.000Z" +last_updated: "2026-03-21T16:56:31.521Z" progress: total_phases: 7 completed_phases: 7 - total_plans: 27 - completed_plans: 26 + total_plans: 28 + completed_plans: 28 --- # Project State @@ -22,12 +22,12 @@ See: .planning/PROJECT.md (updated 2026-03-19) ## Current Position -Phase: 7 of 7 (Audit Trail and Download) — COMPLETE (all 3 plans done) -Plan: 07-03 (3 of 3 plans) — Full Phase 7 browser verification checkpoint — SIGN-07 and LEGAL-03 confirmed by human -Status: Phase 7 complete. All 4 browser verification criteria passed: agent download works, Signed badge shows, private storage returns 404, download button absent for non-Signed docs. -Last activity: 2026-03-21 — Phase 7 Plan 03: browser verification approved, Phase 7 complete +Phase: 7 of 7 (Audit Trail and Download) — COMPLETE (all 4 plans done) +Plan: 07-04 (4 of 4 plans) — LEGAL-03 gap closure — /file route restricted to original PDF, PdfViewer Download anchor hidden for Signed +Status: All plans complete. LEGAL-03 fully satisfied: /file route serves original PDF only, presigned /download?adt=[token] is sole signed PDF download path. +Last activity: 2026-03-21 — Phase 7 Plan 04: LEGAL-03 gap closure complete, all 28 plans done -Progress: [███████████] 100% (Phase 7 plan 3 of 3 complete — all phases done) +Progress: [███████████] 100% (Phase 7 plan 4 of 4 complete — all phases done) ## Performance Metrics @@ -67,6 +67,7 @@ Progress: [███████████] 100% (Phase 7 plan 3 of 3 complete | Phase 07-audit-trail-and-download P01 | 2 | 2 tasks | 2 files | | Phase 07-audit-trail-and-download P02 | 2 | 2 tasks | 6 files | | Phase 07-audit-trail-and-download P03 | 0 | 1 task (checkpoint) | 0 files | +| Phase 07-audit-trail-and-download P04 | 1 | 2 tasks | 2 files | ## Accumulated Context @@ -147,6 +148,8 @@ Recent decisions affecting current work: - [Phase 07-audit-trail-and-download 07-02]: Download button is a plain anchor tag — browser follows href directly, Content-Disposition:attachment header in API route drives save dialog - [Phase 07-audit-trail-and-download 07-02]: signedAt added to both dashboard and client profile queries — all document tables show consistent Date Signed column - [Phase 07-audit-trail-and-download 07-03]: Phase 7 declared complete after human confirmation of all 4 browser verification criteria — SIGN-07 and LEGAL-03 verified working end-to-end in live browser +- [Phase 07-audit-trail-and-download]: /file route reads doc.filePath only — signedFilePath fallback removed per LEGAL-03; presigned /download?adt=[token] is sole signed PDF download path +- [Phase 07-audit-trail-and-download]: PdfViewer Download anchor wrapped in {docStatus \!== 'Signed' && ...} — toolbar download hidden for Signed docs, PDF still loads via /file for in-browser display ### Pending Todos @@ -163,5 +166,5 @@ None yet. ## Session Continuity Last session: 2026-03-21 -Stopped at: Completed 07-03-PLAN.md — Phase 7 browser verification approved, Phase 7 complete +Stopped at: Completed 07-04-PLAN.md — LEGAL-03 gap closure complete, all 28 plans done Resume file: None diff --git a/.planning/phases/07-audit-trail-and-download/07-04-SUMMARY.md b/.planning/phases/07-audit-trail-and-download/07-04-SUMMARY.md new file mode 100644 index 0000000..aa10c45 --- /dev/null +++ b/.planning/phases/07-audit-trail-and-download/07-04-SUMMARY.md @@ -0,0 +1,110 @@ +--- +phase: 07-audit-trail-and-download +plan: 04 +subsystem: api +tags: [pdf, legal-compliance, presigned-url, next-js, react] + +# Dependency graph +requires: + - phase: 07-audit-trail-and-download + provides: Presigned /download?adt=[token] route (07-01, 07-02) serving signed PDFs with 5-min TTL +provides: + - /file route restricted to original unsigned PDF only (signedFilePath fallback removed) + - PdfViewer Download anchor hidden when docStatus is 'Signed' + - LEGAL-03 fully satisfied — sole signed PDF download path is presigned /download?adt=[token] +affects: + - 07-audit-trail-and-download + +# Tech tracking +tech-stack: + added: [] + patterns: + - "LEGAL-03 enforcement: /file route hardcoded to filePath (no signedFilePath fallback) — signed PDF only downloadable via presigned token" + - "Conditional anchor: docStatus !== 'Signed' guard hides toolbar Download link in PdfViewer" + +key-files: + created: [] + modified: + - teressa-copeland-homes/src/app/api/documents/[id]/file/route.ts + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx + +key-decisions: + - "/file route always reads doc.filePath (original) — signedFilePath fallback removed per Option A lock; LEGAL-03 comment added" + - "PdfViewer Download anchor wrapped in {docStatus !== 'Signed' && ...} — still loads PDF via /file for in-browser display, toolbar download hidden for Signed" + +patterns-established: + - "Enforcement via subtraction: removing the fallback (doc.signedFilePath ?? doc.filePath) is simpler and more secure than adding checks" + - "Toolbar action gating by docStatus: use conditional rendering rather than disabling to completely eliminate the download path for Signed docs" + +requirements-completed: [SIGN-07, LEGAL-03] + +# Metrics +duration: 1min +completed: 2026-03-21 +--- + +# Phase 7 Plan 04: LEGAL-03 Gap Closure Summary + +**Removed signedFilePath fallback from /file route and conditionally hidden PdfViewer Download anchor for Signed docs, making presigned /download?adt=[token] the sole signed PDF download path** + +## Performance + +- **Duration:** 1 min +- **Started:** 2026-03-21T16:53:33Z +- **Completed:** 2026-03-21T16:54:50Z +- **Tasks:** 2 +- **Files modified:** 2 + +## Accomplishments +- `/file` route no longer serves signed PDFs — always returns the unsigned original via `doc.filePath` +- PdfViewer toolbar Download anchor is absent when `docStatus === 'Signed'` — no second download path for agents +- LEGAL-03 requirement fully satisfied: presigned `/download?adt=[token]` is the exclusive route for signed PDF downloads +- TypeScript compiles cleanly — `doc.filePath` type matches previous usage, no new errors + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: Restrict /file route to original PDF only** - `6775cc7` (fix) +2. **Task 2: Hide Download anchor in PdfViewer for Signed documents** - `cac5d5b` (fix) + +**Plan metadata:** (final commit — see below) + +## Files Created/Modified +- `teressa-copeland-homes/src/app/api/documents/[id]/file/route.ts` - Replaced `doc.signedFilePath ?? doc.filePath` with `doc.filePath`; updated comment to reference LEGAL-03 +- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx` - Wrapped Download `` in `{docStatus !== 'Signed' && (...)}` conditional; Document file prop unchanged + +## Decisions Made +- Used `doc.filePath` directly with no null coalescence — clean and unambiguous. The previous `??` fallback was the entire gap; removing it closes it in 2 characters. +- Conditional rendering (`{docStatus !== 'Signed' && ...}`) rather than `disabled` on the anchor — a hidden anchor is a cleaner UX signal that no download is available, not just unavailable. + +## Deviations from Plan + +None - plan executed exactly as written. + +## Issues Encountered + +None. Both changes were minimal and targeted (2-line change in route.ts, wrapping existing anchor in PdfViewer.tsx). TypeScript confirmed clean on first pass. + +## User Setup Required + +None - no external service configuration required. + +## Next Phase Readiness + +LEGAL-03 is fully closed. All 27 plans across all 7 phases are now complete: +- Signed PDF downloads are exclusively available via PreparePanel presigned URL (5-min TTL, purpose:'agent-download' JWT claim) +- `/file` route is safe to use for in-browser PDF viewing without inadvertently serving signed PDFs +- No further Phase 7 work required + +--- +*Phase: 07-audit-trail-and-download* +*Completed: 2026-03-21* + +## Self-Check: PASSED + +- route.ts: FOUND +- PdfViewer.tsx: FOUND +- 07-04-SUMMARY.md: FOUND +- Commit 6775cc7: FOUND +- Commit cac5d5b: FOUND