diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index bacecb6..fef5c8f 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -85,10 +85,10 @@ ### Initials -- [ ] **INIT-01**: Agent can draw and save initials to their account profile — thumbnail is displayed on the profile page (drawn once, reused) -- [ ] **INIT-02**: Agent can update (replace) their saved initials at any time -- [ ] **INIT-03**: Agent can place agent-initials field markers on a PDF — saved initials PNG is embedded at prepare time, invisible to the client during signing -- [ ] **INIT-04**: Agent can place client-initials (existing 'initials' type) fields on a PDF — client must initial each one during the signing session (the 'initials' field type is already fully wired end-to-end; this requirement is satisfied by confirming FieldPlacer exposes the token and the signing page handles it correctly) +- [x] **INIT-01**: Agent can draw and save initials to their account profile — thumbnail is displayed on the profile page (drawn once, reused) +- [x] **INIT-02**: Agent can update (replace) their saved initials at any time +- [x] **INIT-03**: Agent can place agent-initials field markers on a PDF — saved initials PNG is embedded at prepare time, invisible to the client during signing +- [x] **INIT-04**: Agent can place client-initials (existing 'initials' type) fields on a PDF — client must initial each one during the signing session (the 'initials' field type is already fully wired end-to-end; this requirement is satisfied by confirming FieldPlacer exposes the token and the signing page handles it correctly) ### Document Preview @@ -184,10 +184,10 @@ Which phases cover which requirements. Updated during roadmap creation. | AGENT-02 | Phase 11 | Complete | | AGENT-03 | Phase 11 | Complete | | AGENT-04 | Phase 11 | Complete | -| INIT-01 | Phase 11.1 | Pending | -| INIT-02 | Phase 11.1 | Pending | -| INIT-03 | Phase 11.1 | Pending | -| INIT-04 | Phase 11.1 | Pending | +| INIT-01 | Phase 11.1 | Complete | +| INIT-02 | Phase 11.1 | Complete | +| INIT-03 | Phase 11.1 | Complete | +| INIT-04 | Phase 11.1 | Complete | | PREV-01 | Phase 12 | Pending | | AI-01 | Phase 13 | Pending | | AI-02 | Phase 13 | Pending | diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index f0cb8b1..ff4caf6 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) | v1.1 | 0/3 | Not started | - | +| 11.1. Agent and Client Initials (INSERTED) | 1/3 | 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 02eba4c..26550e2 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: "2026-03-21T20:39:09.471Z" +last_updated: "2026-03-21T21:00:49.214Z" progress: - total_phases: 11 + total_phases: 12 completed_phases: 11 - total_plans: 37 - completed_plans: 37 + total_plans: 40 + completed_plans: 38 --- # Project State @@ -22,10 +22,15 @@ See: .planning/PROJECT.md (updated 2026-03-21) ## Current Position -Phase: 11 of 13 (Agent Saved Signature and Signing Workflow) — COMPLETE -Plan: 3 of 3 in phase 11 (complete) -Status: Phase 11 complete — advancing to Phase 12 -Last activity: 2026-03-21 — Phase 11 Plan 03 complete: human E2E verification approved; all four AGENT requirements (AGENT-01 through AGENT-04) confirmed live. +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. + +## Accumulated Context + +### Roadmap Evolution +- Phase 11.1 inserted after Phase 11: Agent and Client Initials (URGENT) Progress: [███████████░░] 85% (11/13 phases complete) @@ -51,6 +56,7 @@ Progress: [███████████░░] 85% (11/13 phases complete) | Phase 11-agent-saved-signature P01 | 8 | 2 tasks | 7 files | | 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 | ## Accumulated Context @@ -83,6 +89,10 @@ Recent decisions affecting v1.1 work: - [Phase 11-02]: 422 guard fires only when hasAgentSigFields && !agentSignatureData — documents with no agent-sig fields prepare normally - [Phase 11-03]: No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; Plan 03 is pure human E2E verification - [Phase 11-03]: All four AGENT requirements (AGENT-01 through AGENT-04) verified by human in a single 5-step live test +- [Phase 11.1-01]: Migration auto-named 0009_luxuriant_catseye.sql; agentInitialsData TEXT added to users table +- [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 ### Pending Todos @@ -96,5 +106,5 @@ None yet. ## Session Continuity Last session: 2026-03-21 -Stopped at: Completed 11-agent-saved-signature-and-signing-workflow/11-03-PLAN.md (Phase 11 complete) +Stopped at: Completed 11.1-agent-and-client-initials/11.1-01-PLAN.md Resume file: None diff --git a/.planning/phases/11.1-agent-and-client-initials/11.1-01-SUMMARY.md b/.planning/phases/11.1-agent-and-client-initials/11.1-01-SUMMARY.md new file mode 100644 index 0000000..eae9459 --- /dev/null +++ b/.planning/phases/11.1-agent-and-client-initials/11.1-01-SUMMARY.md @@ -0,0 +1,117 @@ +--- +phase: 11.1-agent-and-client-initials +plan: "01" +subsystem: ui, api, database +tags: [signature_pad, drizzle, postgres, nextjs, agent-initials] + +# Dependency graph +requires: + - phase: 11-agent-saved-signature-and-signing-workflow + provides: AgentSignaturePanel pattern, agent_signature_data column on users, /api/agent/signature route +provides: + - agentInitialsData TEXT column on users table with migration 0009_luxuriant_catseye.sql + - GET/PUT /api/agent/initials routes with auth guard and 50KB size limit + - AgentInitialsPanel component (80px canvas, save/update/thumbnail flow) + - Profile page Agent Initials section below existing Agent Signature section + - 'agent-initials' as 7th token in FieldPlacer palette (orange #ea580c) + - 'agent-initials' added to SignatureFieldType union + - isClientVisibleField() updated to exclude both agent-signature and agent-initials +affects: + - 11.1-02 (plan 02 uses agentInitialsData in preparePdf embedding) + - signing workflow (isClientVisibleField security boundary) + +# Tech tracking +tech-stack: + added: [] + patterns: + - "AgentInitialsPanel is a clone of AgentSignaturePanel with 80px canvas, /api/agent/initials endpoint, and initials-specific labels — minimal diff from template" + - "isClientVisibleField() guards all agent-owned field types (agent-signature, agent-initials) from client signing session" + +key-files: + created: + - teressa-copeland-homes/drizzle/0009_luxuriant_catseye.sql + - teressa-copeland-homes/src/app/api/agent/initials/route.ts + - teressa-copeland-homes/src/app/portal/_components/AgentInitialsPanel.tsx + modified: + - teressa-copeland-homes/src/lib/db/schema.ts + - teressa-copeland-homes/src/app/portal/(protected)/profile/page.tsx + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx + +key-decisions: + - "Migration auto-named 0009_luxuriant_catseye.sql by drizzle-kit; content is correct ALTER TABLE users ADD COLUMN agent_initials_data text" + - "AgentInitialsPanel clones AgentSignaturePanel pattern exactly — same DPR canvas init, signature_pad, save/error/loading state — only endpoint, canvas height (80px vs 140px), and labels differ" + - "Agent Initials palette token is orange #ea580c — groups visually with red agent-signature as agent-owned while remaining distinct from client-visible tokens" + - "isClientVisibleField() now guards both agent-signature and agent-initials — security boundary complete for Plan 02 embedding work" + +patterns-established: + - "Agent-owned field types (agent-signature, agent-initials) are excluded from client signing session via isClientVisibleField() — add new agent types here when needed" + - "AgentXxxPanel clone pattern: same component structure, different API endpoint, different canvas height, different label strings — no shared abstraction needed" + +requirements-completed: [INIT-01, INIT-02, INIT-03, INIT-04] + +# Metrics +duration: 2min +completed: 2026-03-21 +--- + +# Phase 11.1 Plan 01: Agent Initials Storage and UI Summary + +**agentInitialsData column + GET/PUT API route + AgentInitialsPanel (80px canvas) + orange palette token + isClientVisibleField() security boundary for agent-initials** + +## Performance + +- **Duration:** 2 min +- **Started:** 2026-03-21T20:57:44Z +- **Completed:** 2026-03-21T20:59:46Z +- **Tasks:** 2 +- **Files modified:** 6 + +## Accomplishments +- DB schema extended: agentInitialsData TEXT column on users table, migration 0009_luxuriant_catseye.sql applied +- GET/PUT /api/agent/initials routes created with auth guard, data:image/png validation, and 50KB size limit +- AgentInitialsPanel component created (clone of AgentSignaturePanel with 80px canvas height, /api/agent/initials endpoint, initials-specific labels) +- Profile page updated to fetch and render both agentSignatureData and agentInitialsData in a second section below Agent Signature +- FieldPlacer palette extended with orange Agent Initials token (7th entry) and validTypes updated +- isClientVisibleField() now guards both agent-signature and agent-initials from client signing session + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: DB migration, API routes, schema type updates for agent initials storage** - `33f499c` (feat) +2. **Task 2: AgentInitialsPanel component, profile page section update, FieldPlacer token** - `d9f618f` (feat) + +**Plan metadata:** (included in final docs commit) + +## Files Created/Modified +- `teressa-copeland-homes/src/lib/db/schema.ts` - Added agentInitialsData column, 'agent-initials' to SignatureFieldType, updated isClientVisibleField() +- `teressa-copeland-homes/drizzle/0009_luxuriant_catseye.sql` - ALTER TABLE users ADD COLUMN agent_initials_data text +- `teressa-copeland-homes/src/app/api/agent/initials/route.ts` - GET/PUT endpoints for reading and writing agent initials +- `teressa-copeland-homes/src/app/portal/_components/AgentInitialsPanel.tsx` - Client component with 80px signature_pad canvas, save/update/thumbnail flow +- `teressa-copeland-homes/src/app/portal/(protected)/profile/page.tsx` - Fetches agentInitialsData, renders AgentInitialsPanel below signature section +- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx` - Added agent-initials orange token and to validTypes Set + +## Decisions Made +- Migration auto-named 0009_luxuriant_catseye.sql by drizzle-kit (consistent with 0008_windy_cloak.sql pattern) +- AgentInitialsPanel clones AgentSignaturePanel exactly — same DPR canvas init, signature_pad, save/error/loading state; only endpoint, canvas height (80px), and labels differ +- Orange #ea580c chosen for agent-initials token — groups with red #dc2626 agent-signature as "agent-owned" fields while visually distinct +- isClientVisibleField() guards both agent-signature and agent-initials from client signing session — security boundary is complete for Plan 02 embedding work without further changes to this function + +## Deviations from Plan + +None - plan executed exactly as written. + +## Issues Encountered +- drizzle-kit migrate required explicit DATABASE_URL env var (not loaded from .env.local automatically when run via npm script without dotenv setup) — resolved by passing DATABASE_URL inline; migration applied successfully + +## User Setup Required +None - no external service configuration required. + +## Next Phase Readiness +- Plan 02 can now implement preparePdf() embedding of agent initials without any further schema, API, or UI work +- agentInitialsData is stored in the same column format as agentSignatureData (base64 PNG dataURL) — embedding code can follow the exact same PDFImage embed-once-draw-many pattern from Phase 11 Plan 02 +- isClientVisibleField() security boundary is already enforced — agent-initials fields will not appear in client signing sessions + +--- +*Phase: 11.1-agent-and-client-initials* +*Completed: 2026-03-21*