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
This commit is contained in:
Chandler Copeland
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---
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phase: 11-agent-saved-signature-and-signing-workflow
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plan: "01"
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subsystem: ui, api, database
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tags: [signature_pad, drizzle, postgres, nextjs, react, canvas]
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# Dependency graph
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requires:
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- phase: 08-type-discriminant-and-signing-boundary
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provides: "agent-signature SignatureFieldType already in schema; isClientVisibleField() filter"
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- phase: 10-expanded-field-types-end-to-end
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provides: "FieldPlacer PALETTE_TOKENS pattern; SignatureFieldType validTypes set"
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provides:
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- "agentSignatureData TEXT column on users table (migration 0008_windy_cloak.sql)"
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- "GET/PUT /api/agent/signature endpoints — read/write agent signature dataURL"
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- "AgentSignaturePanel component — draw/save/update canvas flow with thumbnail"
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- "/portal/profile page — server component rendering AgentSignaturePanel"
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- "PortalNav Profile link — /portal/profile nav entry"
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- "FieldPlacer agent-signature palette token — red draggable 'Agent Signature' token"
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affects:
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- 11-02-agent-signing-workflow
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- 12-document-preview
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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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- "Server component fetches agentSignatureData from DB, passes as initialData prop to client component"
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- "AgentSignaturePanel: isDrawing state gates canvas mount; savedData state shows thumbnail"
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- "signature_pad DPR initialization pattern from SignatureModal.tsx reused for canvas setup"
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- "PUT /api/agent/signature validates data:image/png;base64, prefix and 50KB size limit"
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key-files:
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created:
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- teressa-copeland-homes/src/lib/db/schema.ts (agentSignatureData column added)
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- teressa-copeland-homes/drizzle/0008_windy_cloak.sql
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- teressa-copeland-homes/src/app/api/agent/signature/route.ts
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- teressa-copeland-homes/src/app/portal/_components/AgentSignaturePanel.tsx
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- teressa-copeland-homes/src/app/portal/(protected)/profile/page.tsx
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modified:
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- teressa-copeland-homes/src/app/portal/_components/PortalNav.tsx
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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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- "Migration file generated as 0008_windy_cloak.sql (drizzle auto-names files) — content is correct: ALTER TABLE users ADD COLUMN agent_signature_data text"
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- "AgentSignaturePanel is fully self-contained — no external state management; fetch/save within component"
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- "Profile page uses redirect('/agent/login') (consistent with portal auth pattern) if session missing"
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- "Agent Signature palette token is red #dc2626 to distinguish from client-facing field types"
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patterns-established:
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- "Profile page pattern: server fetch agentSignatureData, pass to client panel as initialData prop"
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- "Canvas signature panel: useEffect gates on isDrawing, cleans up SignaturePad on unmount/toggle"
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requirements-completed: [AGENT-01, AGENT-02, AGENT-03]
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# Metrics
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duration: 8min
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completed: 2026-03-21
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---
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# Phase 11 Plan 01: Agent Saved Signature Storage and UI Summary
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**agentSignatureData TEXT column on users + GET/PUT API + AgentSignaturePanel draw/save/thumbnail + /portal/profile page + red Agent Signature palette token in FieldPlacer**
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## Performance
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- **Duration:** 8 min
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- **Started:** 2026-03-21T20:05:00Z
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- **Completed:** 2026-03-21T20:13:00Z
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- **Tasks:** 2
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- **Files modified:** 7
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## Accomplishments
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- DB schema updated with agentSignatureData column and migration applied to postgres
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- Secure GET/PUT API routes for reading/writing agent signature with auth guard and input validation
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- AgentSignaturePanel client component with signature_pad canvas, save/update/thumbnail flow
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- /portal/profile server page fetching saved signature and rendering the panel
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- PortalNav gains Profile link; FieldPlacer gains red "Agent Signature" draggable token
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: DB migration and API routes for agent signature storage** - `e07ed30` (feat)
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2. **Task 2: AgentSignaturePanel, profile page, PortalNav link, FieldPlacer token** - `f383f91` (feat)
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## Files Created/Modified
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- `teressa-copeland-homes/src/lib/db/schema.ts` - Added agentSignatureData TEXT column to users table
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- `teressa-copeland-homes/drizzle/0008_windy_cloak.sql` - Migration: ALTER TABLE users ADD COLUMN agent_signature_data text
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- `teressa-copeland-homes/drizzle/meta/0008_snapshot.json` - Drizzle schema snapshot
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- `teressa-copeland-homes/src/app/api/agent/signature/route.ts` - GET/PUT endpoints with auth guard + validation
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- `teressa-copeland-homes/src/app/portal/_components/AgentSignaturePanel.tsx` - Draw/save/update canvas component
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- `teressa-copeland-homes/src/app/portal/(protected)/profile/page.tsx` - Server component profile page
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- `teressa-copeland-homes/src/app/portal/_components/PortalNav.tsx` - Added Profile navLink
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- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx` - Added agent-signature palette token
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## Decisions Made
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- Migration auto-named `0008_windy_cloak.sql` by drizzle-kit (naming is non-deterministic); content is the correct ALTER TABLE statement
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- AgentSignaturePanel is fully self-contained with local state — no external state management or context needed
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- Profile page uses `redirect('/agent/login')` if session missing (consistent with other portal pages)
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- Agent Signature palette token color is red `#dc2626` to visually distinguish it from client-facing field types
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## Deviations from Plan
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None - plan executed exactly as written.
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## Issues Encountered
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- 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.
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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- Plan 01 artifacts complete: DB column, API routes, AgentSignaturePanel, profile page, nav link, FieldPlacer token
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- Plan 02 can now wire up preparePdf() to read agentSignatureData from users and embed it on agent-signature fields
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- No blockers for Plan 02
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---
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*Phase: 11-agent-saved-signature-and-signing-workflow*
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*Completed: 2026-03-21*
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## Self-Check: PASSED
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- FOUND: teressa-copeland-homes/src/lib/db/schema.ts
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- FOUND: teressa-copeland-homes/drizzle/0008_windy_cloak.sql
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- FOUND: teressa-copeland-homes/src/app/api/agent/signature/route.ts
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- FOUND: teressa-copeland-homes/src/app/portal/_components/AgentSignaturePanel.tsx
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- FOUND: teressa-copeland-homes/src/app/portal/(protected)/profile/page.tsx
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- FOUND: .planning/phases/11-agent-saved-signature-and-signing-workflow/11-01-SUMMARY.md
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- FOUND commit e07ed30: feat(11-01): DB migration and API routes for agent signature storage
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- FOUND commit f383f91: feat(11-01): AgentSignaturePanel, profile page, PortalNav link, FieldPlacer token
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