docs(10-03): complete Phase 10 — expanded field types end-to-end
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 <noreply@anthropic.com>
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Chandler Copeland
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---
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phase: 10-expanded-field-types-end-to-end
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plan: 03
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subsystem: ui, signing
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tags: [react, signing, pdf, field-types, typescript, ux]
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# Dependency graph
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requires:
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- phase: 10-01
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provides: typed field placement with 5 token types
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- phase: 10-02
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provides: type-branched preparePdf() and POST signable field filter
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provides:
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- SignatureModal optional title prop ("Add Initials" vs "Add Signature")
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- SigningPageClient initials field capture with purple pulse overlay
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- SigningPageClient overlay suppression for text/checkbox/date fields
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- Progress bar and submit gate count both client-signature + initials
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- All field box backgrounds transparent in prepared PDF (underlying content shows through)
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- Checkbox: fixed 24x24pt, no resize handles, X marks only (no border rectangle)
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- Date: no placeholder at prepare time; date text draws directly at sign time (no white overwrite)
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- Portal viewer serves signedFilePath when available
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- Human verification: full 4-step round-trip approved
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affects: [11-agent-saved-signature]
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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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- "SignatureModal title prop: optional string defaulting to 'Add Signature'; button label derived as title.replace('Add ', 'Apply ')"
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- "activeFieldType state tracks 'client-signature' | 'initials' for modal title selection"
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- "Overlay suppression: early return null for non-interactive field types (text/checkbox/date) in fieldsOnPage.map"
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- "Purple pulse animation for initials overlays via inline @keyframes pulse-border-purple"
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- "preparePdf: omit color param from drawRectangle = transparent fill (pdf-lib behavior)"
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- "Checkbox: no drawRectangle at all — X lines drawn directly; FieldPlacer hides resize handles for checkbox type"
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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/sign/[token]/_components/SignatureModal.tsx
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- teressa-copeland-homes/src/app/sign/[token]/_components/SigningPageClient.tsx
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- teressa-copeland-homes/src/lib/pdf/prepare-document.ts
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- teressa-copeland-homes/src/app/api/sign/[token]/route.ts
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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/FieldPlacer.tsx
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key-decisions:
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- "Portal viewer serves signedFilePath when available — agent should see the final signed document, not the original"
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- "Client signing page suppresses overlays for text/checkbox/date — these types are baked into the prepared PDF at prepare time"
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- "Checkbox: no background rectangle, just X lines — transparent and non-covering; fixed 24x24pt, no resize handles in FieldPlacer"
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- "Date: no placeholder drawn at prepare time; date text stamped directly (no white overwrite) at sign time"
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- "All field boxes transparent in prepared PDF — underlying PDF form fields/text always visible through placements"
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requirements-completed:
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- FIELD-01
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- FIELD-02
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- FIELD-03
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- FIELD-04
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# Metrics
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duration: ~25min (including verification loop and UI polish)
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completed: 2026-03-21
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---
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# Phase 10 Plan 03: Signing Page Initials + Human Verification Summary
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**SigningPageClient extended for initials capture, overlay suppression for non-interactive fields, and updated progress counting. All field box backgrounds made transparent. Human verification approved.**
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## Performance
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- **Duration:** ~25 min (including verification + UI polish iterations)
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- **Completed:** 2026-03-21
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- **Tasks:** 2 (Task 1: code; Task 2: human verification checkpoint)
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- **Files modified:** 6
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## Accomplishments
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- SignatureModal gains optional `title` prop; modal shows "Add Initials" / "Apply Initials" for initials fields
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- SigningPageClient renders purple-pulsing overlays for initials fields, opens modal with correct title
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- SigningPageClient returns null (no overlay) for text/checkbox/date fields — these are baked into the prepared PDF
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- Progress bar total and submit gate count both `client-signature` and `initials` fields
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- All field box backgrounds made transparent in preparePdf — underlying PDF content always visible
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- Checkbox: X marks only (no border rectangle); FieldPlacer hides resize handles for checkbox (fixed 24x24pt)
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- Date stamp at sign time draws text directly — no white overwrite rectangle
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- Portal file route serves `signedFilePath` when available (agent sees signed PDF in viewer)
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## Task Commits
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1. **Task 1: Initials modal, overlay suppression, progress gate** — `50f082d`
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2. **Bug fix: portal viewer serves signed PDF** — `a5173fe`
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3. **UI polish: transparent field boxes + fixed checkbox** — `e179b92`
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## Files Created/Modified
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- `src/app/sign/[token]/_components/SignatureModal.tsx` — optional title prop, dynamic button label
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- `src/app/sign/[token]/_components/SigningPageClient.tsx` — initials modal, overlay suppression, progress/submit gate update
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- `src/lib/pdf/prepare-document.ts` — transparent backgrounds for all field types; checkbox X-only; date/text no marker
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- `src/app/api/sign/[token]/route.ts` — date stamp: no white overwrite rectangle
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- `src/app/api/documents/[id]/file/route.ts` — serve signedFilePath when available
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- `src/app/portal/.../FieldPlacer.tsx` — no resize handles for checkbox; no label text for checkbox
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## Decisions Made
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- Transparent field boxes are a hard requirement — opaque fills cover real estate form text (critical for legal documents)
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- Checkbox is fixed-size only (24×24pt); resize handles hidden for checkbox type in FieldPlacer
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- Date placeholder omitted at prepare time; only the actual signing date appears (server-stamped at POST)
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- Portal viewer must show the signed PDF to the agent — LEGAL-03 was client-facing only
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## Deviations from Plan
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UI polish pass added during verification:
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- Made all field box backgrounds transparent (not in original plan scope)
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- Removed resize handles from checkbox in FieldPlacer (not in original plan scope)
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- These were approved as part of verification and committed atomically
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## Issues Encountered
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- **Bug:** Portal viewer served `doc.filePath` (original) instead of `doc.signedFilePath` — fixed in `a5173fe`
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- **UI:** Opaque field box fills covered underlying PDF content — fixed by removing `color` param from all `drawRectangle` calls
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## User Setup Required
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None.
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## Next Phase Readiness
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- Phase 10 complete — all four expanded field types (text, checkbox, initials, date) place, prepare, and sign correctly
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- Phase 11 (Agent Saved Signature) can now build on the `agent-signature` palette token and `preparePdf` type-branch
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---
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*Phase: 10-expanded-field-types-end-to-end*
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*Completed: 2026-03-21*
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