From f1dbf45e37c2a0b922663fb1e6ba584f832cce80 Mon Sep 17 00:00:00 2001 From: Chandler Copeland Date: Sat, 21 Mar 2026 14:04:54 -0600 Subject: [PATCH] docs(11-01): complete agent saved signature storage and UI plan - Create 11-01-SUMMARY.md documenting agentSignatureData DB column, API routes, AgentSignaturePanel, profile page, nav link, FieldPlacer token - Update STATE.md: advance to Plan 1 of 3, record Phase 11 decisions and metrics - Update ROADMAP.md: Phase 11 now In Progress (1/3 summaries) - Mark requirements AGENT-01, AGENT-02, AGENT-03 complete in REQUIREMENTS.md --- .planning/REQUIREMENTS.md | 12 +- .planning/ROADMAP.md | 2 +- .planning/STATE.md | 20 +-- .../11-01-SUMMARY.md | 131 ++++++++++++++++++ 4 files changed, 150 insertions(+), 15 deletions(-) create mode 100644 .planning/phases/11-agent-saved-signature-and-signing-workflow/11-01-SUMMARY.md diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index 017648a..8575d40 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -78,9 +78,9 @@ ### Agent Signature -- [ ] **AGENT-01**: Agent can draw and save a signature to their account profile (drawn once, reused) -- [ ] **AGENT-02**: Agent can update their saved signature at any time -- [ ] **AGENT-03**: Agent can place agent signature field markers on a PDF +- [x] **AGENT-01**: Agent can draw and save a signature to their account profile (drawn once, reused) +- [x] **AGENT-02**: Agent can update their saved signature at any time +- [x] **AGENT-03**: Agent can place agent signature field markers on a PDF - [ ] **AGENT-04**: Agent applies their saved signature to agent signature fields during document preparation (before sending to client) ### Document Preview @@ -173,9 +173,9 @@ Which phases cover which requirements. Updated during roadmap creation. | FIELD-02 | Phase 10 | Complete | | FIELD-03 | Phase 10 | Complete | | FIELD-04 | Phase 10 | Complete | -| AGENT-01 | Phase 11 | Pending | -| AGENT-02 | Phase 11 | Pending | -| AGENT-03 | Phase 11 | Pending | +| AGENT-01 | Phase 11 | Complete | +| AGENT-02 | Phase 11 | Complete | +| AGENT-03 | Phase 11 | Complete | | AGENT-04 | Phase 11 | Pending | | PREV-01 | Phase 12 | Pending | | AI-01 | Phase 13 | Pending | diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 3e5b947..4716d3f 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -276,6 +276,6 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 → | 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 | v1.1 | 3/3 | Complete | 2026-03-21 | -| 11. Agent Saved Signature and Signing Workflow | v1.1 | 0/3 | Not started | - | +| 11. Agent Saved Signature and Signing Workflow | 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 e9a9cbb..99df3b0 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: in_progress -last_updated: "2026-03-21T20:00:00.000Z" +last_updated: "2026-03-21T20:13:00.000Z" progress: total_phases: 13 completed_phases: 10 - total_plans: 34 - completed_plans: 34 + total_plans: 37 + completed_plans: 35 --- # Project State @@ -22,10 +22,10 @@ See: .planning/PROJECT.md (updated 2026-03-21) ## Current Position -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. +Phase: 11 of 13 (Agent Saved Signature and Signing Workflow) — IN PROGRESS +Plan: 1 of 3 in phase 11 +Status: In progress +Last activity: 2026-03-21 — Phase 11 Plan 01 complete: agentSignatureData column + GET/PUT API routes + AgentSignaturePanel + /portal/profile page + PortalNav Profile link + FieldPlacer red Agent Signature token. Progress: [██████████░░░] 77% (10/13 phases complete) @@ -48,6 +48,7 @@ Progress: [██████████░░░] 77% (10/13 phases complete) *Updated after each plan completion* | Phase 09-client-property-address P01 | 25 | 3 tasks | 7 files | | Phase 10-expanded-field-types-end-to-end P02 | 2 | 2 tasks | 2 files | +| Phase 11-agent-saved-signature P01 | 8 | 2 tasks | 7 files | ## Accumulated Context @@ -72,6 +73,9 @@ Recent decisions affecting v1.1 work: - [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 +- [Phase 11-01]: Migration auto-named 0008_windy_cloak.sql by drizzle-kit; content is correct ALTER TABLE users ADD COLUMN agent_signature_data text +- [Phase 11-01]: AgentSignaturePanel fully self-contained — local state, fetch/save within component, no external context needed +- [Phase 11-01]: Agent Signature palette token is red #dc2626 to visually distinguish from client-facing field types ### Pending Todos @@ -85,5 +89,5 @@ None yet. ## Session Continuity Last session: 2026-03-21 -Stopped at: Phase 10 complete (human verification approved). Ready to plan Phase 11. +Stopped at: Completed 11-agent-saved-signature-and-signing-workflow/11-01-PLAN.md Resume file: None diff --git a/.planning/phases/11-agent-saved-signature-and-signing-workflow/11-01-SUMMARY.md b/.planning/phases/11-agent-saved-signature-and-signing-workflow/11-01-SUMMARY.md new file mode 100644 index 0000000..8bf9073 --- /dev/null +++ b/.planning/phases/11-agent-saved-signature-and-signing-workflow/11-01-SUMMARY.md @@ -0,0 +1,131 @@ +--- +phase: 11-agent-saved-signature-and-signing-workflow +plan: "01" +subsystem: ui, api, database +tags: [signature_pad, drizzle, postgres, nextjs, react, canvas] + +# Dependency graph +requires: + - phase: 08-type-discriminant-and-signing-boundary + provides: "agent-signature SignatureFieldType already in schema; isClientVisibleField() filter" + - phase: 10-expanded-field-types-end-to-end + provides: "FieldPlacer PALETTE_TOKENS pattern; SignatureFieldType validTypes set" +provides: + - "agentSignatureData TEXT column on users table (migration 0008_windy_cloak.sql)" + - "GET/PUT /api/agent/signature endpoints — read/write agent signature dataURL" + - "AgentSignaturePanel component — draw/save/update canvas flow with thumbnail" + - "/portal/profile page — server component rendering AgentSignaturePanel" + - "PortalNav Profile link — /portal/profile nav entry" + - "FieldPlacer agent-signature palette token — red draggable 'Agent Signature' token" +affects: + - 11-02-agent-signing-workflow + - 12-document-preview + +# Tech tracking +tech-stack: + added: [] + patterns: + - "Server component fetches agentSignatureData from DB, passes as initialData prop to client component" + - "AgentSignaturePanel: isDrawing state gates canvas mount; savedData state shows thumbnail" + - "signature_pad DPR initialization pattern from SignatureModal.tsx reused for canvas setup" + - "PUT /api/agent/signature validates data:image/png;base64, prefix and 50KB size limit" + +key-files: + created: + - teressa-copeland-homes/src/lib/db/schema.ts (agentSignatureData column added) + - teressa-copeland-homes/drizzle/0008_windy_cloak.sql + - teressa-copeland-homes/src/app/api/agent/signature/route.ts + - teressa-copeland-homes/src/app/portal/_components/AgentSignaturePanel.tsx + - teressa-copeland-homes/src/app/portal/(protected)/profile/page.tsx + modified: + - teressa-copeland-homes/src/app/portal/_components/PortalNav.tsx + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx + +key-decisions: + - "Migration file generated as 0008_windy_cloak.sql (drizzle auto-names files) — content is correct: ALTER TABLE users ADD COLUMN agent_signature_data text" + - "AgentSignaturePanel is fully self-contained — no external state management; fetch/save within component" + - "Profile page uses redirect('/agent/login') (consistent with portal auth pattern) if session missing" + - "Agent Signature palette token is red #dc2626 to distinguish from client-facing field types" + +patterns-established: + - "Profile page pattern: server fetch agentSignatureData, pass to client panel as initialData prop" + - "Canvas signature panel: useEffect gates on isDrawing, cleans up SignaturePad on unmount/toggle" + +requirements-completed: [AGENT-01, AGENT-02, AGENT-03] + +# Metrics +duration: 8min +completed: 2026-03-21 +--- + +# Phase 11 Plan 01: Agent Saved Signature Storage and UI Summary + +**agentSignatureData TEXT column on users + GET/PUT API + AgentSignaturePanel draw/save/thumbnail + /portal/profile page + red Agent Signature palette token in FieldPlacer** + +## Performance + +- **Duration:** 8 min +- **Started:** 2026-03-21T20:05:00Z +- **Completed:** 2026-03-21T20:13:00Z +- **Tasks:** 2 +- **Files modified:** 7 + +## Accomplishments +- DB schema updated with agentSignatureData column and migration applied to postgres +- Secure GET/PUT API routes for reading/writing agent signature with auth guard and input validation +- AgentSignaturePanel client component with signature_pad canvas, save/update/thumbnail flow +- /portal/profile server page fetching saved signature and rendering the panel +- PortalNav gains Profile link; FieldPlacer gains red "Agent Signature" draggable token + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: DB migration and API routes for agent signature storage** - `e07ed30` (feat) +2. **Task 2: AgentSignaturePanel, profile page, PortalNav link, FieldPlacer token** - `f383f91` (feat) + +## Files Created/Modified +- `teressa-copeland-homes/src/lib/db/schema.ts` - Added agentSignatureData TEXT column to users table +- `teressa-copeland-homes/drizzle/0008_windy_cloak.sql` - Migration: ALTER TABLE users ADD COLUMN agent_signature_data text +- `teressa-copeland-homes/drizzle/meta/0008_snapshot.json` - Drizzle schema snapshot +- `teressa-copeland-homes/src/app/api/agent/signature/route.ts` - GET/PUT endpoints with auth guard + validation +- `teressa-copeland-homes/src/app/portal/_components/AgentSignaturePanel.tsx` - Draw/save/update canvas component +- `teressa-copeland-homes/src/app/portal/(protected)/profile/page.tsx` - Server component profile page +- `teressa-copeland-homes/src/app/portal/_components/PortalNav.tsx` - Added Profile navLink +- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx` - Added agent-signature palette token + +## Decisions Made +- Migration auto-named `0008_windy_cloak.sql` by drizzle-kit (naming is non-deterministic); content is the correct ALTER TABLE statement +- AgentSignaturePanel is fully self-contained with local state — no external state management or context needed +- Profile page uses `redirect('/agent/login')` if session missing (consistent with other portal pages) +- Agent Signature palette token color is red `#dc2626` to visually distinguish it from client-facing field types + +## Deviations from Plan + +None - plan executed exactly as written. + +## Issues Encountered +- Migration command `npm run db:migrate` failed with "DATABASE_URL: undefined" because the .env.local file is not auto-loaded by drizzle-kit in this environment. Fixed by running with explicit `DATABASE_URL=... npm run db:migrate`. Migration applied successfully. + +## User Setup Required +None - no external service configuration required. + +## Next Phase Readiness +- Plan 01 artifacts complete: DB column, API routes, AgentSignaturePanel, profile page, nav link, FieldPlacer token +- Plan 02 can now wire up preparePdf() to read agentSignatureData from users and embed it on agent-signature fields +- No blockers for Plan 02 + +--- +*Phase: 11-agent-saved-signature-and-signing-workflow* +*Completed: 2026-03-21* + +## Self-Check: PASSED + +- FOUND: teressa-copeland-homes/src/lib/db/schema.ts +- FOUND: teressa-copeland-homes/drizzle/0008_windy_cloak.sql +- FOUND: teressa-copeland-homes/src/app/api/agent/signature/route.ts +- FOUND: teressa-copeland-homes/src/app/portal/_components/AgentSignaturePanel.tsx +- FOUND: teressa-copeland-homes/src/app/portal/(protected)/profile/page.tsx +- FOUND: .planning/phases/11-agent-saved-signature-and-signing-workflow/11-01-SUMMARY.md +- FOUND commit e07ed30: feat(11-01): DB migration and API routes for agent signature storage +- FOUND commit f383f91: feat(11-01): AgentSignaturePanel, profile page, PortalNav link, FieldPlacer token