From f8de782a6481de3fbf52016056597a75f65a5280 Mon Sep 17 00:00:00 2001 From: Chandler Copeland Date: Sat, 21 Mar 2026 14:08:37 -0600 Subject: [PATCH] docs(11-02): complete agent signature bake-in prepare pipeline plan - 11-02-SUMMARY.md: preparePdf() embeds agent PNG + prepare route 422 guard - STATE.md: advance to plan 2 of 3, add phase 11-02 decisions, update metrics - ROADMAP.md: phase 11 progress updated (2/3 plans complete) - REQUIREMENTS.md: AGENT-04 marked complete --- .planning/REQUIREMENTS.md | 4 +- .planning/ROADMAP.md | 2 +- .planning/STATE.md | 14 ++- .../11-02-SUMMARY.md | 109 ++++++++++++++++++ 4 files changed, 121 insertions(+), 8 deletions(-) create mode 100644 .planning/phases/11-agent-saved-signature-and-signing-workflow/11-02-SUMMARY.md diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index 8575d40..986fa7f 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -81,7 +81,7 @@ - [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) +- [x] **AGENT-04**: Agent applies their saved signature to agent signature fields during document preparation (before sending to client) ### Document Preview @@ -176,7 +176,7 @@ Which phases cover which requirements. Updated during roadmap creation. | AGENT-01 | Phase 11 | Complete | | AGENT-02 | Phase 11 | Complete | | AGENT-03 | Phase 11 | Complete | -| AGENT-04 | Phase 11 | Pending | +| AGENT-04 | Phase 11 | Complete | | PREV-01 | Phase 12 | Pending | | AI-01 | Phase 13 | Pending | | AI-02 | Phase 13 | Pending | diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 4716d3f..257fe9b 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 | 1/3 | In Progress| | - | +| 11. Agent Saved Signature and Signing Workflow | 2/3 | 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 99df3b0..b706a1e 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: "2026-03-21T20:13:00.000Z" +last_updated: "2026-03-21T20:07:05Z" progress: total_phases: 13 completed_phases: 10 total_plans: 37 - completed_plans: 35 + completed_plans: 36 --- # Project State @@ -23,9 +23,9 @@ See: .planning/PROJECT.md (updated 2026-03-21) ## Current Position Phase: 11 of 13 (Agent Saved Signature and Signing Workflow) — IN PROGRESS -Plan: 1 of 3 in phase 11 +Plan: 2 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. +Last activity: 2026-03-21 — Phase 11 Plan 02 complete: preparePdf() embeds agent signature PNG at agent-sig field coordinates; prepare route fetches agentSignatureData from DB with 422 guard when signature missing. Progress: [██████████░░░] 77% (10/13 phases complete) @@ -49,6 +49,7 @@ Progress: [██████████░░░] 77% (10/13 phases complete) | 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 | +| Phase 11-agent-saved-signature P02 | 2 | 2 tasks | 2 files | ## Accumulated Context @@ -76,6 +77,9 @@ Recent decisions affecting v1.1 work: - [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 +- [Phase 11-02]: PDFImage embedded once before field loop and reused via drawImage in loop — embed-once-draw-many pattern +- [Phase 11-02]: Session guard strengthened to !session?.user?.id in prepare route — required for TypeScript narrowing of session.user.id to string +- [Phase 11-02]: 422 guard fires only when hasAgentSigFields && !agentSignatureData — documents with no agent-sig fields prepare normally ### Pending Todos @@ -89,5 +93,5 @@ None yet. ## Session Continuity Last session: 2026-03-21 -Stopped at: Completed 11-agent-saved-signature-and-signing-workflow/11-01-PLAN.md +Stopped at: Completed 11-agent-saved-signature-and-signing-workflow/11-02-PLAN.md Resume file: None diff --git a/.planning/phases/11-agent-saved-signature-and-signing-workflow/11-02-SUMMARY.md b/.planning/phases/11-agent-saved-signature-and-signing-workflow/11-02-SUMMARY.md new file mode 100644 index 0000000..8238035 --- /dev/null +++ b/.planning/phases/11-agent-saved-signature-and-signing-workflow/11-02-SUMMARY.md @@ -0,0 +1,109 @@ +--- +phase: 11-agent-saved-signature-and-signing-workflow +plan: "02" +subsystem: pdf +tags: [pdf-lib, agent-signature, prepare-pipeline, drizzle-orm] + +# Dependency graph +requires: + - phase: 11-01 + provides: agentSignatureData column on users table; agent-signature field type in FieldPlacer +provides: + - preparePdf() embeds agent PNG at agent-signature field coordinates via pdfDoc.embedPng + page.drawImage + - prepare route fetches agentSignatureData from DB and passes to preparePdf() + - 422 guard when agent-signature fields present but no signature saved +affects: [phase-12-preview, phase-13-ai-field-placement] + +# Tech tracking +tech-stack: + added: [] + patterns: [embed-once-draw-many for PDFImage reuse across field loop; 422 guard before preparePdf for missing agent signature] + +key-files: + created: [] + modified: + - teressa-copeland-homes/src/lib/pdf/prepare-document.ts + - teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts + +key-decisions: + - "PDFImage embedded once before field loop and reused across all agent-sig fields — matches plan guidance, avoids repeated embed cost" + - "Session guard strengthened to !session?.user?.id in prepare route — matches established pattern from agent/signature route; fixes TypeScript narrowing" + - "422 guard fires only when agent-sig fields exist AND no signature is saved — documents with no agent-sig fields prepare normally" + +patterns-established: + - "embed-once-draw-many: call pdfDoc.embedPng() once before field loop, store PDFImage, reuse in drawImage calls inside loop" + - "422-before-prepare: validate preconditions (agent sig present) before calling preparePdf() to prevent silent no-ops" + +requirements-completed: [AGENT-04] + +# Metrics +duration: 2min +completed: 2026-03-21 +--- + +# Phase 11 Plan 02: Agent Signature Bake-In Summary + +**preparePdf() embeds agent PNG at agent-signature field coordinates using pdfDoc.embedPng + page.drawImage; prepare route fetches agentSignatureData from DB with a 422 guard when fields exist but no signature is saved** + +## Performance + +- **Duration:** ~2 min +- **Started:** 2026-03-21T20:05:41Z +- **Completed:** 2026-03-21T20:07:05Z +- **Tasks:** 2 +- **Files modified:** 2 + +## Accomplishments +- `preparePdf()` gains optional 5th parameter `agentSignatureData: string | null = null`; agent-signature stub replaced with real `page.drawImage()` call using field.x/y/width/height +- `PDFImage` imported from `@cantoo/pdf-lib`; image embedded once before field loop and reused across all agent-sig fields +- Prepare route fetches `agentSignatureData` from `users` table for the authenticated session; passes it as 5th arg to `preparePdf()` +- 422 guard with `{ error: 'agent-signature-missing' }` fires when any `agent-signature` field exists but no signature has been saved + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: preparePdf() — add agentSignatureData param and embed at agent-sig field coordinates** - `d9652e1` (feat) +2. **Task 2: prepare route — fetch agentSignatureData, 422 guard, pass to preparePdf** - `b2e9810` (feat) + +## Files Created/Modified +- `teressa-copeland-homes/src/lib/pdf/prepare-document.ts` - Added `agentSignatureData` param, `PDFImage` import, embed-once-draw-many block, replaced agent-signature stub with `drawImage` +- `teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts` - Added `users`/`getFieldType` imports, strengthened session guard, DB fetch, 422 guard, 5-arg `preparePdf()` call + +## Decisions Made +- PDFImage embedded once before field loop and reused — avoids re-embedding cost per field and matches plan guidance +- Session guard strengthened from `!session` to `!session?.user?.id` — required for TypeScript narrowing so `session.user.id` is a `string` (not `string | undefined`) when passed to `eq()` +- 422 guard fires only when `hasAgentSigFields && !agentSignatureData` — documents with no agent-signature fields prepare normally, preserving backward compatibility + +## Deviations from Plan + +### Auto-fixed Issues + +**1. [Rule 1 - Bug] Strengthened session guard to enable TypeScript narrowing** +- **Found during:** Task 2 (prepare route — fetch agentSignatureData, 422 guard, pass to preparePdf) +- **Issue:** Original `if (!session)` guard left `session.user` and `session.user.id` as possibly-undefined; TypeScript TS2769 + TS18048 errors when passing `session.user.id` to `eq(users.id, ...)` +- **Fix:** Changed `if (!session)` to `if (!session?.user?.id)` — matches established pattern from `src/app/api/agent/signature/route.ts` (11-01) +- **Files modified:** `teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts` +- **Verification:** `npx tsc --noEmit` passed with zero errors after fix +- **Committed in:** `b2e9810` (part of Task 2 commit) + +--- + +**Total deviations:** 1 auto-fixed (Rule 1 - type-narrowing bug in session guard) +**Impact on plan:** Minimal — single-line guard change consistent with established codebase pattern. No scope creep. + +## Issues Encountered +- TypeScript TS2769/TS18048 errors on `session.user.id` due to weaker session guard than established pattern. Resolved immediately by adopting `!session?.user?.id` guard (same as agent/signature route added in 11-01). + +## User Setup Required +None - no external service configuration required. + +## Next Phase Readiness +- AGENT-04 complete: agent's saved PNG is baked into prepared PDFs before reaching the client +- Client signing session unaffected — `isClientVisibleField()` already excludes `agent-signature` fields +- Phase 12 (preview route) can proceed; Phase 13 (AI field placement) has no dependency on this plan +- Functional verification (draw → save → prepare → download PDF and inspect embedded signature) is recommended before Phase 12 + +--- +*Phase: 11-agent-saved-signature-and-signing-workflow* +*Completed: 2026-03-21*