diff --git a/.planning/phases/16-multi-signer-ui/16-VERIFICATION.md b/.planning/phases/16-multi-signer-ui/16-VERIFICATION.md new file mode 100644 index 0000000..f74f712 --- /dev/null +++ b/.planning/phases/16-multi-signer-ui/16-VERIFICATION.md @@ -0,0 +1,167 @@ +--- +phase: 16-multi-signer-ui +verified: 2026-04-03T22:45:00Z +status: passed +score: 11/11 must-haves verified +human_verification: + - test: "Preview-gate on send-block: Agent adds signers, skips Preview, tries to send — confirm Prepare and Send button is disabled (greyed out) and shows tooltip or stays inaccessible until Preview is clicked" + expected: "Button is disabled with opacity-50 because previewToken === null; agent cannot reach handlePrepare validation without first clicking Preview" + why_human: "This is intentional UX but means MSIGN-04 validation only fires post-preview. Need to confirm the UX is clear enough that agents understand they must preview before sending, rather than the validation appearing to be absent." + - test: "Color-coded fields in FieldPlacer: add two signers (e.g., signer1@test.com, signer2@test.com), select each as active signer, drag a signature field for each — confirm different signer colors appear on the placed fields" + expected: "First signer's fields show indigo (#6366f1) border/background; second signer's fields show rose (#f43f5e) border/background" + why_human: "Visual color rendering cannot be verified programmatically" + - test: "Red validation overlay: add a signer, place a client-visible field without assigning it (existing AI-placed unassigned field works), click Preview then Prepare and Send — confirm red outline appears on unassigned fields" + expected: "Fields in unassignedFieldIds render with border: 2px solid #ef4444 and background: #ef444414; error message shows 'N field(s) need a signer assigned before sending.'" + why_human: "Visual validation overlay rendering cannot be verified programmatically" + - test: "Dashboard N/M badge: send a document with 2 signers, have one signer complete — confirm dashboard shows '1/2 signed' badge next to Sent status" + expected: "Badge rendered with bg-blue-50 text-blue-700 classes showing '1/2 signed'" + why_human: "Requires a live signing flow to generate a usedAt token record" +--- + +# Phase 16: Multi-Signer UI Verification Report + +**Phase Goal:** Agent can name and add multiple signers from PreparePanel, assign each field to a specific signer in FieldPlacer with color-coded visual distinction, and cannot accidentally send a document with unassigned client-facing fields + +**Verified:** 2026-04-03T22:45:00Z +**Status:** passed +**Re-verification:** No — initial verification + +--- + +## Goal Achievement + +### Observable Truths + +| # | Truth | Status | Evidence | +|----|-------|--------|---------| +| 1 | DocumentPageClient holds signers state and threads it to both PreparePanel and PdfViewerWrapper/FieldPlacer | ✓ VERIFIED | `DocumentPageClient.tsx` lines 32-33, 79-80, 98-101: `useState(initialSigners)` + props passed to both components | +| 2 | DocumentPageClient holds unassignedFieldIds state for send-block validation highlighting | ✓ VERIFIED | `DocumentPageClient.tsx` line 33: `useState>(new Set())`, passed as `unassignedFieldIds` to both PdfViewerWrapper and PreparePanel | +| 3 | Server page reads documents.signers from DB and passes to DocumentPageClient as initialSigners prop | ✓ VERIFIED | `page.tsx` line 63: `initialSigners={doc.signers ?? []}` — doc fetched via `db.query.documents.findFirst` which includes all columns | +| 4 | PdfViewerWrapper passes signers and unassignedFieldIds through to FieldPlacer | ✓ VERIFIED | PdfViewerWrapper → PdfViewer (lines 32-33, 43-44, 106-107) → FieldPlacer (FieldPlacerProps lines 167-168, destructured at line 171) | +| 5 | Agent can type an email and click Add Signer to add a signer with auto-assigned color | ✓ VERIFIED | `PreparePanel.tsx` lines 70-84: `handleAddSigner` validates email format, checks duplicate, auto-assigns `SIGNER_COLORS[signers.length % 4]`, calls `onSignersChange` | +| 6 | Agent sees a colored dot, email, and remove button for each signer in the list | ✓ VERIFIED | `PreparePanel.tsx` lines 338-353: `w-2 h-2 rounded-full` dot with `signer.color`, email text, `aria-label="Remove signer {email}"` × button (w-8 h-8 touch target) | +| 7 | Agent can remove a signer by clicking the X button | ✓ VERIFIED | `PreparePanel.tsx` lines 86-90: `handleRemoveSigner` filters signer from list and clears `unassignedFieldIds` | +| 8 | Send is blocked with inline error when client-visible fields have no signerEmail and signers exist | ✓ VERIFIED | `PreparePanel.tsx` lines 210-216: fetches fields, filters `isClientVisibleField`, checks `!f.signerEmail`, calls `onUnassignedFieldIdsChange` and sets error message `"{N} field(s) need a signer assigned before sending."` | +| 9 | Send is blocked with inline error when signers list is empty but client-visible fields exist | ✓ VERIFIED | `PreparePanel.tsx` lines 204-208: `signers.length === 0 && clientFields.length > 0` guard with message "Add at least one signer before sending." | +| 10 | Active signer dropdown appears above palette when signers.length > 0; dragged fields get signerEmail | ✓ VERIFIED | `FieldPlacer.tsx` lines 792-830: selector shown when `!readOnly && signers.length > 0`; line 317: `...(activeSignerEmail ? { signerEmail: activeSignerEmail } : {})` in handleDragEnd | +| 11 | Multi-signer Sent documents show N/M signed badge in Status column; single-signer and fully-signed do not | ✓ VERIFIED | `DocumentsTable.tsx` lines 68-72: conditional render gated on `hasMultipleSigners && status === "Sent" && totalSigners > 0`; dashboard enriches rows with `signedCount`, `totalSigners`, `hasMultipleSigners` from batched `signingTokens` query | + +**Score:** 11/11 truths verified + +--- + +### Required Artifacts + +| Artifact | Expected | Status | Details | +|----------|----------|--------|---------| +| `src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx` | signers state, setSigners, unassignedFieldIds state, setUnassignedFieldIds — threaded to PreparePanel and PdfViewerWrapper | ✓ VERIFIED | 107 lines; imports `DocumentSigner`; both state vars initialized; both props threaded correctly to both children | +| `src/app/portal/(protected)/documents/[docId]/page.tsx` | Server-side documents.signers fetch, passed as initialSigners to DocumentPageClient | ✓ VERIFIED | `db.query.documents.findFirst` fetches all columns including signers; `initialSigners={doc.signers ?? []}` at line 63 | +| `src/app/portal/(protected)/documents/[docId]/_components/PdfViewerWrapper.tsx` | Passes signers and unassignedFieldIds props through to PdfViewer/FieldPlacer | ✓ VERIFIED | 44 lines; both props accepted and passed through the full chain | +| `src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx` | Signer list UI section, send-block validation logic | ✓ VERIFIED | 394 lines; contains "Add Signer" button, `SIGNER_COLORS` palette, signer list rendering, send-block validation in `handlePrepare` | +| `src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx` | Active signer selector, per-signer field coloring, validation overlay | ✓ VERIFIED | 907 lines; `activeSignerEmail` state; selector UI above palette; `signerEmail` assignment in `handleDragEnd`; signer color override in `renderFields`; `#ef4444` validation overlay | +| `src/app/portal/(protected)/dashboard/page.tsx` | Server-side query joining signingTokens for per-signer completion count | ✓ VERIFIED | Imports `signingTokens`; batched `count(usedAt)` query; `enrichedRows` with `signedCount`, `totalSigners`, `hasMultipleSigners` | +| `src/app/portal/_components/DocumentsTable.tsx` | N/M signed badge rendering in Status column | ✓ VERIFIED | `DocumentRow` type extended with optional fields; conditional badge with `bg-blue-50 text-blue-700 ml-1.5` classes | + +--- + +### Key Link Verification + +| From | To | Via | Status | Details | +|------|----|-----|--------|---------| +| `page.tsx` | DocumentPageClient | `initialSigners={doc.signers ?? []}` | ✓ WIRED | page.tsx line 63 | +| DocumentPageClient | PdfViewerWrapper | `signers={signers}` and `unassignedFieldIds={unassignedFieldIds}` | ✓ WIRED | DocumentPageClient.tsx lines 79-80 | +| DocumentPageClient | PreparePanel | `signers={signers}`, `onSignersChange={setSigners}`, `unassignedFieldIds`, `onUnassignedFieldIdsChange` | ✓ WIRED | DocumentPageClient.tsx lines 98-101 | +| PdfViewerWrapper | PdfViewer | `signers={signers}` and `unassignedFieldIds={unassignedFieldIds}` | ✓ WIRED | PdfViewerWrapper.tsx lines 40-41; PdfViewer.tsx lines 106-107 | +| PdfViewer | FieldPlacer | `signers={signers}` and `unassignedFieldIds={unassignedFieldIds}` | ✓ WIRED | PdfViewer.tsx lines 43-44, 106-107 | +| PreparePanel signer add | `onSignersChange` callback | `onSignersChange([...signers, { email, color }])` | ✓ WIRED | PreparePanel.tsx line 81 | +| PreparePanel send validation | `onUnassignedFieldIdsChange` callback | `new Set(unassigned.map(f => f.id))` | ✓ WIRED | PreparePanel.tsx line 212 | +| FieldPlacer handleDragEnd | `newField.signerEmail` | `...(activeSignerEmail ? { signerEmail: activeSignerEmail } : {})` | ✓ WIRED | FieldPlacer.tsx line 317 | +| FieldPlacer renderFields | signer color lookup | `signers.find(s => s.email === field.signerEmail)?.color` | ✓ WIRED | FieldPlacer.tsx lines 603-608 | +| PreparePanel | prepare route body | `signers` included in `body: JSON.stringify({ textFillData, emailAddresses, signers })` | ✓ WIRED | PreparePanel.tsx line 224; prepare route persists `body.signers` to `documents.signers` at route.ts line 82 | +| dashboard/page.tsx query | DocumentsTable rows | `enrichedRows` with `signedCount`, `totalSigners`, `hasMultipleSigners` | ✓ WIRED | dashboard/page.tsx lines 56-64, 82 | +| DocumentsTable | N/M badge | conditional render on `hasMultipleSigners && status === 'Sent' && totalSigners > 0` | ✓ WIRED | DocumentsTable.tsx lines 68-72 | + +--- + +### Data-Flow Trace (Level 4) + +| Artifact | Data Variable | Source | Produces Real Data | Status | +|----------|---------------|--------|--------------------|--------| +| PreparePanel — signer list | `signers` prop | `DocumentPageClient` state initialized from `doc.signers` (DB JSONB) | Yes — seeded from DB on page load; updated via `onSignersChange` and persisted via prepare POST | ✓ FLOWING | +| FieldPlacer — field colors | `field.signerEmail` + `signers` prop | Fields loaded from DB via `GET /api/documents/{id}/fields`; signers from DocumentPageClient state | Yes — both are real DB values | ✓ FLOWING | +| DocumentsTable — N/M badge | `signedCount`, `totalSigners`, `hasMultipleSigners` | Dashboard batched `signingTokens` query grouped by `documentId` | Yes — live DB token rows with `count(usedAt)` | ✓ FLOWING | + +--- + +### Behavioral Spot-Checks + +Step 7b: SKIPPED (requires running server for API calls and live document state; no static checks applicable beyond TypeScript compilation) + +**TypeScript compile:** `npx tsc --noEmit` — PASS (no errors, no output) + +--- + +### Requirements Coverage + +| Requirement | Source Plan | Description | Status | Evidence | +|-------------|------------|-------------|--------|---------| +| MSIGN-01 | 16-01, 16-02 | Agent can add named signers to a document by email address from PreparePanel before sending | ✓ SATISFIED | `handleAddSigner` in PreparePanel.tsx; "Add Signer" button; signer list with colored dots | +| MSIGN-02 | 16-01, 16-03 | Agent can tag each signature, initials, and date field to a specific signer when placing in FieldPlacer | ✓ SATISFIED | `activeSignerEmail` state in FieldPlacer; `signerEmail: activeSignerEmail` assignment on `handleDragEnd` | +| MSIGN-03 | 16-01, 16-03 | Fields in FieldPlacer are color-coded by assigned signer for visual distinction | ✓ SATISFIED | `renderFields` color override: `signers.find(s => s.email === field.signerEmail)?.color` overrides `PALETTE_TOKENS` type color | +| MSIGN-04 | 16-02 | Agent cannot send a document if any client-facing field has no signer assigned — send is blocked with a clear error | ✓ SATISFIED | `handlePrepare` in PreparePanel: fetches fields, filters `isClientVisibleField`, checks `!f.signerEmail`, shows "{N} field(s) need a signer assigned before sending." Note: gated behind preview (button disabled until `previewToken !== null`) — see Human Verification item 1 | +| MSIGN-09 | 16-04 | Dashboard shows per-signer completion status (who has signed, who hasn't) | ✓ SATISFIED | Dashboard batches `signingTokens` query; enriches rows with `signedCount`/`totalSigners`; DocumentsTable renders "N/M signed" badge for multi-signer Sent documents only | + +**Note on REQUIREMENTS.md status:** The requirements tracker at `.planning/REQUIREMENTS.md` still shows MSIGN-04 and MSIGN-09 as "Pending" despite both being implemented. The tracker was not updated after plan execution. This is a documentation gap, not an implementation gap. + +--- + +### Anti-Patterns Found + +| File | Line | Pattern | Severity | Impact | +|------|------|---------|----------|--------| +| PreparePanel.tsx | 376 | `disabled={loading \|\| previewToken === null \|\| ...}` | ℹ️ Info | Send-block validation (`handlePrepare`) can only fire after a Preview has been generated. Agent must click Preview before Prepare and Send is enabled. This is intentional UX but is not the same as blocking at click-time before preview. | + +No STUB, MISSING, or ORPHANED anti-patterns found. No TODO/FIXME/placeholder comments in implementation code. No empty implementations. + +--- + +### Human Verification Required + +#### 1. Preview-gate UX clarity for send-block + +**Test:** Open a Draft document as agent. Add a signer. Place a client-visible field (e.g., Signature) without assigning a signer (leave active signer empty or use a field from AI placement). Attempt to click "Prepare and Send" without first clicking "Preview." +**Expected:** Button is greyed out / disabled — agent cannot click it. After clicking "Preview," button becomes active, and if fields are unassigned, the send attempt shows: "N field(s) need a signer assigned before sending." and red outlines appear on unassigned fields. +**Why human:** The preview-gate is a behavioral UX pattern. Need to confirm the flow is clear to agents — that greyout reason is not confusing — and that the red highlight actually renders when validation fires. + +#### 2. Color-coded field visual distinction + +**Test:** Add two signers (signer1@test.com with indigo, signer2@test.com with rose). Select signer1 as active, drag a Signature field. Select signer2 as active, drag another Signature field. Confirm both fields show different colored borders/backgrounds. +**Expected:** Signer1 field: indigo `#6366f1` border and tinted background. Signer2 field: rose `#f43f5e` border and tinted background. Unassigned fields: type-color (blue `#2563eb` for signature). +**Why human:** Visual color rendering cannot be verified by code inspection alone. + +#### 3. Red validation overlay on unassigned fields + +**Test:** Add a signer, place client-visible fields (some with signer assigned, some without). Click Preview, then Prepare and Send. +**Expected:** Fields with no `signerEmail` show red border `#ef4444` and red-tinted background `#ef444414`. Error message appears: "N field(s) need a signer assigned before sending." +**Why human:** CSS border/background rendering requires visual inspection. + +#### 4. Dashboard N/M badge with live signing data + +**Test:** Send a document to two signers. Have one signer complete signing via their link. Check dashboard. +**Expected:** Document row shows "1/2 signed" badge (blue pill, `bg-blue-50 text-blue-700`) next to "Sent" status badge. After both sign, only "Signed" badge shows (no N/M badge). +**Why human:** Requires a live signing flow to create a `usedAt` token record. + +--- + +### Gaps Summary + +No gaps found. All 11 observable truths are verified, all artifacts are substantive and wired, all key links are confirmed present in the actual codebase. TypeScript compiles clean. + +The only notable finding is a documentation inconsistency: REQUIREMENTS.md still shows MSIGN-04 and MSIGN-09 as "Pending" rather than "Complete," but both requirements are fully implemented in the code. This does not affect goal achievement. + +The preview-gate on "Prepare and Send" (`disabled` when `previewToken === null`) means agents must preview before sending. This is an intentional UX design choice — the send-block validation fires correctly within `handlePrepare` once the button is enabled. It is flagged for human verification to confirm the UX is sufficiently clear. + +--- + +_Verified: 2026-04-03T22:45:00Z_ +_Verifier: Claude (gsd-verifier)_