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>
2026-03-21 13:42:28 -06:00
parent e179b9284f
commit eeb533e3e0
3 changed files with 151 additions and 17 deletions
--- 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 | - |
--- 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
--- 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
@@ -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*