From eeb533e3e06e2819f337cf71da09367e12a0c796 Mon Sep 17 00:00:00 2001 From: Chandler Copeland Date: Sat, 21 Mar 2026 13:42:28 -0600 Subject: [PATCH] =?UTF-8?q?docs(10-03):=20complete=20Phase=2010=20?= =?UTF-8?q?=E2=80=94=20expanded=20field=20types=20end-to-end?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit 10-03-SUMMARY.md created. ROADMAP.md marks all phase 10 plans complete. STATE.md advances to Phase 11 (Agent Saved Signature), 10/13 phases done. Co-Authored-By: Claude Sonnet 4.6 --- .planning/ROADMAP.md | 10 +- .planning/STATE.md | 27 ++-- .../10-03-SUMMARY.md | 131 ++++++++++++++++++ 3 files changed, 151 insertions(+), 17 deletions(-) create mode 100644 .planning/phases/10-expanded-field-types-end-to-end/10-03-SUMMARY.md diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 934f1be..6ee3b12 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -160,7 +160,7 @@ Plans: - [x] **Phase 8: Schema Foundation and Signing Page Safety** - Add type discriminant to SignatureFieldData JSONB and harden signing page — safety gate before any new field type ships (completed 2026-03-21) - [x] **Phase 9: Client Property Address** - Add property address to client profiles for AI pre-fill data sourcing (completed 2026-03-21) -- [ ] **Phase 10: Expanded Field Types End-to-End** - All new field types (text, checkbox, initials, date) available in field mapper UI and embedded correctly by the prepare pipeline +- [x] **Phase 10: Expanded Field Types End-to-End** - All new field types (text, checkbox, initials, date) available in field mapper UI and embedded correctly by the prepare pipeline (completed 2026-03-21) - [ ] **Phase 11: Agent Saved Signature and Signing Workflow** - Draw once, save, apply to agent signature fields during document preparation before sending to client - [ ] **Phase 12: Filled Document Preview** - Agent sees a live filled preview of the fully-prepared document before the Send button is available - [ ] **Phase 13: AI Field Placement and Pre-fill** - One-click AI auto-placement of all field types plus pre-fill of text fields from client profile data @@ -207,9 +207,9 @@ Plans: **Plans**: 3 plans Plans: -- [ ] 10-01-PLAN.md — FieldPlacer palette: 5 typed tokens with distinct colors; type-aware field overlays and DragOverlay ghost -- [ ] 10-02-PLAN.md — preparePdf() type-branched rendering (checkbox X, date placeholder, initials placeholder, text bg); POST route signable filter + date stamp at sign time -- [ ] 10-03-PLAN.md — SigningPageClient initials capture + overlay suppression; SignatureModal title prop; human verification checkpoint +- [x] 10-01-PLAN.md — FieldPlacer palette: 5 typed tokens with distinct colors; type-aware field overlays and DragOverlay ghost +- [x] 10-02-PLAN.md — preparePdf() type-branched rendering (checkbox X, date placeholder, initials placeholder, text bg); POST route signable filter + date stamp at sign time +- [x] 10-03-PLAN.md — SigningPageClient initials capture + overlay suppression; SignatureModal title prop; human verification checkpoint ### Phase 11: Agent Saved Signature and Signing Workflow **Goal**: Agent draws a signature once, saves it to their profile, places agent signature fields on documents, and applies the saved signature during preparation — before the document is sent to the client @@ -275,7 +275,7 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 → | 7. Audit Trail and Download | v1.0 | 3/3 | Complete | 2026-03-21 | | 8. Schema Foundation and Signing Page Safety | 2/2 | Complete | 2026-03-21 | - | | 9. Client Property Address | 1/1 | Complete | 2026-03-21 | - | -| 10. Expanded Field Types End-to-End | 2/3 | In Progress| | - | +| 10. Expanded Field Types End-to-End | v1.1 | 3/3 | Complete | 2026-03-21 | | 11. Agent Saved Signature and Signing Workflow | v1.1 | 0/3 | Not started | - | | 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 5cb7580..e9a9cbb 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -2,13 +2,13 @@ gsd_state_version: 1.0 milestone: v1.1 milestone_name: Smart Document Preparation -status: unknown -last_updated: "2026-03-21T18:51:29.718Z" +status: in_progress +last_updated: "2026-03-21T20:00:00.000Z" progress: - total_phases: 10 - completed_phases: 9 + total_phases: 13 + completed_phases: 10 total_plans: 34 - completed_plans: 33 + completed_plans: 34 --- # Project State @@ -18,16 +18,16 @@ progress: See: .planning/PROJECT.md (updated 2026-03-21) **Core value:** Teressa can prepare and send any real estate form to a client for signing in minutes, from her browser, without leaving her site. -**Current focus:** Phase 10 — Expanded Field Types End-to-End +**Current focus:** Phase 11 — Agent Saved Signature and Signing Workflow ## Current Position -Phase: 10 of 13 (Expanded Field Types End-to-End) — IN PROGRESS -Plan: 1 of 3 in phase 10 (10-01 complete — 5-token typed palette, handleDragEnd with correct types and checkbox 24x24pt, renderFields with per-type colors and labels) -Status: In progress -Last activity: 2026-03-21 — 10-01 complete: parameterized DraggableToken, PALETTE_TOKENS with 5 typed tokens, isDraggingToken string|null for per-type DragOverlay, handleDragEnd writes type property + checkbox 24x24pt, renderFields per-type label/color +Phase: 11 of 13 (Agent Saved Signature and Signing Workflow) — NOT STARTED +Plan: 0 of 3 in phase 11 +Status: Ready to plan +Last activity: 2026-03-21 — Phase 10 complete: all 4 expanded field types (text, checkbox, initials, date) place, prepare, sign, and embed correctly. Human verification approved. -Progress: [█████████░░░░] 69% (9/13 phases complete — phase 10 in progress) +Progress: [██████████░░░] 77% (10/13 phases complete) ## Performance Metrics @@ -69,6 +69,9 @@ Recent decisions affecting v1.1 work: - [Phase 09-client-property-address]: Empty string from FormData coerced to NULL via || null before DB write — blank optional fields never store empty string in postgres - [Phase 10-expanded-field-types-end-to-end]: date field signing date captured server-side (now hoisted before step 8) — not trusted from client payload - [Phase 10-expanded-field-types-end-to-end]: signableFields filter limits POST signaturesWithCoords to client-signature and initials only — eliminates 500 on mixed-field documents +- [Phase 10-expanded-field-types-end-to-end]: all field box backgrounds transparent in preparePdf — omit color param from drawRectangle = no fill; underlying PDF content always visible +- [Phase 10-expanded-field-types-end-to-end]: checkbox draws X lines only (no rectangle); FieldPlacer hides resize handles for checkbox (fixed 24x24pt, non-resizable) +- [Phase 10-expanded-field-types-end-to-end]: date stamp at sign time draws text directly — no white overwrite rectangle needed since no placeholder was drawn at prepare time ### Pending Todos @@ -82,5 +85,5 @@ None yet. ## Session Continuity Last session: 2026-03-21 -Stopped at: Completed 10-01-PLAN.md — 5-token typed palette, per-type DragOverlay ghost, typed handleDragEnd (checkbox 24x24pt, others 144x36pt), renderFields per-type label and color +Stopped at: Phase 10 complete (human verification approved). Ready to plan Phase 11. Resume file: None diff --git a/.planning/phases/10-expanded-field-types-end-to-end/10-03-SUMMARY.md b/.planning/phases/10-expanded-field-types-end-to-end/10-03-SUMMARY.md new file mode 100644 index 0000000..2a6eb7a --- /dev/null +++ b/.planning/phases/10-expanded-field-types-end-to-end/10-03-SUMMARY.md @@ -0,0 +1,131 @@ +--- +phase: 10-expanded-field-types-end-to-end +plan: 03 +subsystem: ui, signing +tags: [react, signing, pdf, field-types, typescript, ux] + +# Dependency graph +requires: + - phase: 10-01 + provides: typed field placement with 5 token types + - phase: 10-02 + provides: type-branched preparePdf() and POST signable field filter +provides: + - SignatureModal optional title prop ("Add Initials" vs "Add Signature") + - SigningPageClient initials field capture with purple pulse overlay + - SigningPageClient overlay suppression for text/checkbox/date fields + - Progress bar and submit gate count both client-signature + initials + - All field box backgrounds transparent in prepared PDF (underlying content shows through) + - Checkbox: fixed 24x24pt, no resize handles, X marks only (no border rectangle) + - Date: no placeholder at prepare time; date text draws directly at sign time (no white overwrite) + - Portal viewer serves signedFilePath when available + - Human verification: full 4-step round-trip approved +affects: [11-agent-saved-signature] + +# Tech tracking +tech-stack: + added: [] + patterns: + - "SignatureModal title prop: optional string defaulting to 'Add Signature'; button label derived as title.replace('Add ', 'Apply ')" + - "activeFieldType state tracks 'client-signature' | 'initials' for modal title selection" + - "Overlay suppression: early return null for non-interactive field types (text/checkbox/date) in fieldsOnPage.map" + - "Purple pulse animation for initials overlays via inline @keyframes pulse-border-purple" + - "preparePdf: omit color param from drawRectangle = transparent fill (pdf-lib behavior)" + - "Checkbox: no drawRectangle at all — X lines drawn directly; FieldPlacer hides resize handles for checkbox type" + +key-files: + created: [] + modified: + - teressa-copeland-homes/src/app/sign/[token]/_components/SignatureModal.tsx + - teressa-copeland-homes/src/app/sign/[token]/_components/SigningPageClient.tsx + - teressa-copeland-homes/src/lib/pdf/prepare-document.ts + - teressa-copeland-homes/src/app/api/sign/[token]/route.ts + - teressa-copeland-homes/src/app/api/documents/[id]/file/route.ts + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx + +key-decisions: + - "Portal viewer serves signedFilePath when available — agent should see the final signed document, not the original" + - "Client signing page suppresses overlays for text/checkbox/date — these types are baked into the prepared PDF at prepare time" + - "Checkbox: no background rectangle, just X lines — transparent and non-covering; fixed 24x24pt, no resize handles in FieldPlacer" + - "Date: no placeholder drawn at prepare time; date text stamped directly (no white overwrite) at sign time" + - "All field boxes transparent in prepared PDF — underlying PDF form fields/text always visible through placements" + +requirements-completed: + - FIELD-01 + - FIELD-02 + - FIELD-03 + - FIELD-04 + +# Metrics +duration: ~25min (including verification loop and UI polish) +completed: 2026-03-21 +--- + +# Phase 10 Plan 03: Signing Page Initials + Human Verification Summary + +**SigningPageClient extended for initials capture, overlay suppression for non-interactive fields, and updated progress counting. All field box backgrounds made transparent. Human verification approved.** + +## Performance + +- **Duration:** ~25 min (including verification + UI polish iterations) +- **Completed:** 2026-03-21 +- **Tasks:** 2 (Task 1: code; Task 2: human verification checkpoint) +- **Files modified:** 6 + +## Accomplishments + +- SignatureModal gains optional `title` prop; modal shows "Add Initials" / "Apply Initials" for initials fields +- SigningPageClient renders purple-pulsing overlays for initials fields, opens modal with correct title +- SigningPageClient returns null (no overlay) for text/checkbox/date fields — these are baked into the prepared PDF +- Progress bar total and submit gate count both `client-signature` and `initials` fields +- All field box backgrounds made transparent in preparePdf — underlying PDF content always visible +- Checkbox: X marks only (no border rectangle); FieldPlacer hides resize handles for checkbox (fixed 24x24pt) +- Date stamp at sign time draws text directly — no white overwrite rectangle +- Portal file route serves `signedFilePath` when available (agent sees signed PDF in viewer) + +## Task Commits + +1. **Task 1: Initials modal, overlay suppression, progress gate** — `50f082d` +2. **Bug fix: portal viewer serves signed PDF** — `a5173fe` +3. **UI polish: transparent field boxes + fixed checkbox** — `e179b92` + +## Files Created/Modified + +- `src/app/sign/[token]/_components/SignatureModal.tsx` — optional title prop, dynamic button label +- `src/app/sign/[token]/_components/SigningPageClient.tsx` — initials modal, overlay suppression, progress/submit gate update +- `src/lib/pdf/prepare-document.ts` — transparent backgrounds for all field types; checkbox X-only; date/text no marker +- `src/app/api/sign/[token]/route.ts` — date stamp: no white overwrite rectangle +- `src/app/api/documents/[id]/file/route.ts` — serve signedFilePath when available +- `src/app/portal/.../FieldPlacer.tsx` — no resize handles for checkbox; no label text for checkbox + +## Decisions Made + +- Transparent field boxes are a hard requirement — opaque fills cover real estate form text (critical for legal documents) +- Checkbox is fixed-size only (24×24pt); resize handles hidden for checkbox type in FieldPlacer +- Date placeholder omitted at prepare time; only the actual signing date appears (server-stamped at POST) +- Portal viewer must show the signed PDF to the agent — LEGAL-03 was client-facing only + +## Deviations from Plan + +UI polish pass added during verification: +- Made all field box backgrounds transparent (not in original plan scope) +- Removed resize handles from checkbox in FieldPlacer (not in original plan scope) +- These were approved as part of verification and committed atomically + +## Issues Encountered + +- **Bug:** Portal viewer served `doc.filePath` (original) instead of `doc.signedFilePath` — fixed in `a5173fe` +- **UI:** Opaque field box fills covered underlying PDF content — fixed by removing `color` param from all `drawRectangle` calls + +## User Setup Required + +None. + +## Next Phase Readiness + +- Phase 10 complete — all four expanded field types (text, checkbox, initials, date) place, prepare, and sign correctly +- Phase 11 (Agent Saved Signature) can now build on the `agent-signature` palette token and `preparePdf` type-branch + +--- +*Phase: 10-expanded-field-types-end-to-end* +*Completed: 2026-03-21*