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
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.planning/phases/07-audit-trail-and-download/07-04-SUMMARY.md
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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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