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
@@ -78,9 +78,9 @@
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### Agent Signature
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- [ ] **AGENT-01**: Agent can draw and save a signature to their account profile (drawn once, reused)
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- [ ] **AGENT-02**: Agent can update their saved signature at any time
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- [ ] **AGENT-03**: Agent can place agent signature field markers on a PDF
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- [x] **AGENT-01**: Agent can draw and save a signature to their account profile (drawn once, reused)
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- [x] **AGENT-02**: Agent can update their saved signature at any time
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- [x] **AGENT-03**: Agent can place agent signature field markers on a PDF
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- [ ] **AGENT-04**: Agent applies their saved signature to agent signature fields during document preparation (before sending to client)
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### Document Preview
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@@ -173,9 +173,9 @@ Which phases cover which requirements. Updated during roadmap creation.
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| FIELD-02 | Phase 10 | Complete |
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| FIELD-03 | Phase 10 | Complete |
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| FIELD-04 | Phase 10 | Complete |
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| AGENT-01 | Phase 11 | Pending |
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| AGENT-02 | Phase 11 | Pending |
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| AGENT-03 | Phase 11 | Pending |
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| AGENT-01 | Phase 11 | Complete |
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| AGENT-02 | Phase 11 | Complete |
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| AGENT-03 | Phase 11 | Complete |
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| AGENT-04 | Phase 11 | Pending |
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| PREV-01 | Phase 12 | Pending |
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| AI-01 | Phase 13 | Pending |
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@@ -276,6 +276,6 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
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| 8. Schema Foundation and Signing Page Safety | 2/2 | Complete | 2026-03-21 | - |
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| 9. Client Property Address | 1/1 | Complete | 2026-03-21 | - |
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| 10. Expanded Field Types End-to-End | v1.1 | 3/3 | Complete | 2026-03-21 |
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| 11. Agent Saved Signature and Signing Workflow | v1.1 | 0/3 | Not started | - |
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| 11. Agent Saved Signature and Signing Workflow | 1/3 | In Progress| | - |
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| 12. Filled Document Preview | v1.1 | 0/2 | Not started | - |
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| 13. AI Field Placement and Pre-fill | v1.1 | 0/4 | Not started | - |
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@@ -3,12 +3,12 @@ gsd_state_version: 1.0
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milestone: v1.1
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milestone_name: Smart Document Preparation
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status: in_progress
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last_updated: "2026-03-21T20:00:00.000Z"
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last_updated: "2026-03-21T20:13:00.000Z"
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progress:
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total_phases: 13
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completed_phases: 10
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total_plans: 34
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completed_plans: 34
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total_plans: 37
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completed_plans: 35
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---
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# Project State
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@@ -22,10 +22,10 @@ See: .planning/PROJECT.md (updated 2026-03-21)
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## Current Position
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Phase: 11 of 13 (Agent Saved Signature and Signing Workflow) — NOT STARTED
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Plan: 0 of 3 in phase 11
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Status: Ready to plan
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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.
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Phase: 11 of 13 (Agent Saved Signature and Signing Workflow) — IN PROGRESS
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Plan: 1 of 3 in phase 11
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Status: In progress
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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.
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Progress: [██████████░░░] 77% (10/13 phases complete)
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@@ -48,6 +48,7 @@ Progress: [██████████░░░] 77% (10/13 phases complete)
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*Updated after each plan completion*
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| Phase 09-client-property-address P01 | 25 | 3 tasks | 7 files |
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| Phase 10-expanded-field-types-end-to-end P02 | 2 | 2 tasks | 2 files |
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| Phase 11-agent-saved-signature P01 | 8 | 2 tasks | 7 files |
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## Accumulated Context
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@@ -72,6 +73,9 @@ Recent decisions affecting v1.1 work:
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- [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
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- [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)
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- [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
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- [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
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- [Phase 11-01]: AgentSignaturePanel fully self-contained — local state, fetch/save within component, no external context needed
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- [Phase 11-01]: Agent Signature palette token is red #dc2626 to visually distinguish from client-facing field types
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### Pending Todos
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@@ -85,5 +89,5 @@ None yet.
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## Session Continuity
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Last session: 2026-03-21
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Stopped at: Phase 10 complete (human verification approved). Ready to plan Phase 11.
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Stopped at: Completed 11-agent-saved-signature-and-signing-workflow/11-01-PLAN.md
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Resume file: None
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@@ -0,0 +1,131 @@
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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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