docs(07-04): complete LEGAL-03 gap closure plan — SUMMARY, STATE, ROADMAP updated
- 07-04-SUMMARY.md: plan execution documented - STATE.md: position advanced to 07-04 complete, decisions added, metrics recorded - ROADMAP.md: phase 7 progress updated (4/4 plans)
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Chandler Copeland
@@ -157,4 +157,4 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7
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| 4. PDF Ingest | 4/4 | Complete | 2026-03-20 |
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| 5. PDF Fill and Field Mapping | 3/4 | In Progress| |
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| 6. Signing Flow | 6/6 | Complete | 2026-03-21 |
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| 7. Audit Trail and Download | 3/3 | Complete | 2026-03-21 |
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| 7. Audit Trail and Download | 4/4 | Complete | 2026-03-21 |
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@@ -3,12 +3,12 @@ gsd_state_version: 1.0
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milestone: v1.0
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milestone_name: milestone
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status: unknown
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last_updated: "2026-03-21T17:00:00.000Z"
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last_updated: "2026-03-21T16:56:31.521Z"
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progress:
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total_phases: 7
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completed_phases: 7
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total_plans: 27
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completed_plans: 26
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total_plans: 28
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completed_plans: 28
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---
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# Project State
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@@ -22,12 +22,12 @@ See: .planning/PROJECT.md (updated 2026-03-19)
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## Current Position
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Phase: 7 of 7 (Audit Trail and Download) — COMPLETE (all 3 plans done)
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Plan: 07-03 (3 of 3 plans) — Full Phase 7 browser verification checkpoint — SIGN-07 and LEGAL-03 confirmed by human
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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.
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Last activity: 2026-03-21 — Phase 7 Plan 03: browser verification approved, Phase 7 complete
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Phase: 7 of 7 (Audit Trail and Download) — COMPLETE (all 4 plans done)
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Plan: 07-04 (4 of 4 plans) — LEGAL-03 gap closure — /file route restricted to original PDF, PdfViewer Download anchor hidden for Signed
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Status: All plans complete. LEGAL-03 fully satisfied: /file route serves original PDF only, presigned /download?adt=[token] is sole signed PDF download path.
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Last activity: 2026-03-21 — Phase 7 Plan 04: LEGAL-03 gap closure complete, all 28 plans done
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Progress: [███████████] 100% (Phase 7 plan 3 of 3 complete — all phases done)
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Progress: [███████████] 100% (Phase 7 plan 4 of 4 complete — all phases done)
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## Performance Metrics
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@@ -67,6 +67,7 @@ Progress: [███████████] 100% (Phase 7 plan 3 of 3 complete
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| Phase 07-audit-trail-and-download P01 | 2 | 2 tasks | 2 files |
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| Phase 07-audit-trail-and-download P02 | 2 | 2 tasks | 6 files |
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| Phase 07-audit-trail-and-download P03 | 0 | 1 task (checkpoint) | 0 files |
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| Phase 07-audit-trail-and-download P04 | 1 | 2 tasks | 2 files |
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## Accumulated Context
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@@ -147,6 +148,8 @@ Recent decisions affecting current work:
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- [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
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- [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
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- [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
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- [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
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- [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
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### Pending Todos
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@@ -163,5 +166,5 @@ None yet.
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## Session Continuity
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Last session: 2026-03-21
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Stopped at: Completed 07-03-PLAN.md — Phase 7 browser verification approved, Phase 7 complete
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Stopped at: Completed 07-04-PLAN.md — LEGAL-03 gap closure complete, all 28 plans done
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Resume file: None
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110
.planning/phases/07-audit-trail-and-download/07-04-SUMMARY.md
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110
.planning/phases/07-audit-trail-and-download/07-04-SUMMARY.md
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@@ -0,0 +1,110 @@
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---
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phase: 07-audit-trail-and-download
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plan: 04
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subsystem: api
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tags: [pdf, legal-compliance, presigned-url, next-js, react]
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# Dependency graph
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requires:
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- phase: 07-audit-trail-and-download
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provides: Presigned /download?adt=[token] route (07-01, 07-02) serving signed PDFs with 5-min TTL
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provides:
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- /file route restricted to original unsigned PDF only (signedFilePath fallback removed)
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- PdfViewer Download anchor hidden when docStatus is 'Signed'
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- LEGAL-03 fully satisfied — sole signed PDF download path is presigned /download?adt=[token]
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affects:
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- 07-audit-trail-and-download
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- "LEGAL-03 enforcement: /file route hardcoded to filePath (no signedFilePath fallback) — signed PDF only downloadable via presigned token"
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- "Conditional anchor: docStatus !== 'Signed' guard hides toolbar Download link in PdfViewer"
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key-files:
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created: []
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modified:
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- teressa-copeland-homes/src/app/api/documents/[id]/file/route.ts
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx
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key-decisions:
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- "/file route always reads doc.filePath (original) — signedFilePath fallback removed per Option A lock; LEGAL-03 comment added"
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- "PdfViewer Download anchor wrapped in {docStatus !== 'Signed' && ...} — still loads PDF via /file for in-browser display, toolbar download hidden for Signed"
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patterns-established:
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- "Enforcement via subtraction: removing the fallback (doc.signedFilePath ?? doc.filePath) is simpler and more secure than adding checks"
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- "Toolbar action gating by docStatus: use conditional rendering rather than disabling to completely eliminate the download path for Signed docs"
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requirements-completed: [SIGN-07, LEGAL-03]
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# Metrics
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duration: 1min
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completed: 2026-03-21
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---
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# Phase 7 Plan 04: LEGAL-03 Gap Closure Summary
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**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**
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## Performance
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- **Duration:** 1 min
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- **Started:** 2026-03-21T16:53:33Z
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- **Completed:** 2026-03-21T16:54:50Z
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- **Tasks:** 2
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- **Files modified:** 2
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## Accomplishments
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- `/file` route no longer serves signed PDFs — always returns the unsigned original via `doc.filePath`
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- PdfViewer toolbar Download anchor is absent when `docStatus === 'Signed'` — no second download path for agents
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- LEGAL-03 requirement fully satisfied: presigned `/download?adt=[token]` is the exclusive route for signed PDF downloads
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- TypeScript compiles cleanly — `doc.filePath` type matches previous usage, no new errors
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Restrict /file route to original PDF only** - `6775cc7` (fix)
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2. **Task 2: Hide Download anchor in PdfViewer for Signed documents** - `cac5d5b` (fix)
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**Plan metadata:** (final commit — see below)
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## Files Created/Modified
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- `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
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- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx` - Wrapped Download `<a>` in `{docStatus !== 'Signed' && (...)}` conditional; Document file prop unchanged
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## Decisions Made
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- 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.
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- 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.
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## Deviations from Plan
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None - plan executed exactly as written.
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## Issues Encountered
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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.
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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LEGAL-03 is fully closed. All 27 plans across all 7 phases are now complete:
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- Signed PDF downloads are exclusively available via PreparePanel presigned URL (5-min TTL, purpose:'agent-download' JWT claim)
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- `/file` route is safe to use for in-browser PDF viewing without inadvertently serving signed PDFs
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- No further Phase 7 work required
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---
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*Phase: 07-audit-trail-and-download*
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*Completed: 2026-03-21*
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## Self-Check: PASSED
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- route.ts: FOUND
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- PdfViewer.tsx: FOUND
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- 07-04-SUMMARY.md: FOUND
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- Commit 6775cc7: FOUND
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- Commit cac5d5b: FOUND
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