- Create AddDocumentModal: searchable forms library list + custom file picker
- Wire Add Document button into ClientProfileClient in Documents section header
- Update DocumentsTable: document names now link to /portal/documents/{id}
- Create PdfViewer with page nav, zoom, and download controls (pdfjs worker via import.meta.url)
- Create /portal/documents/[docId] page: server component with auth check, doc/client query
- Add documentsRelations and clientsRelations to schema.ts for db.query with-relations support
- Build verified: /portal/documents/[docId] route present, no errors
- Created 04-02-SUMMARY.md with task commits, decisions, and dependency graph
- Updated STATE.md: position advanced to 04-02 complete, decisions added
- Updated ROADMAP.md: phase 4 progress to 2/4 plans
- POST handles both form-data (custom upload) and JSON (template copy) paths
- Copies seed PDF or writes uploaded file to uploads/clients/{clientId}/{uuid}.pdf
- Path traversal guard on destPath before writing
- GET streams PDF bytes with Content-Type: application/pdf
- Path traversal guard on filePath before reading
- Both routes return 401 for unauthenticated requests
- Create scripts/seed-forms.ts: reads seeds/forms/, upserts PDFs into form_templates via onConflictDoUpdate on filename
- Add seed:forms script to package.json with DOTENV_CONFIG_PATH=.env.local prefix
- Empty seeds/forms/ prints guidance message and exits 0 (monthly-sync workflow ready)
Plans 04-01 through 04-04 cover DOC-01, DOC-02, DOC-03:
schema/seed, API routes, UI modal + PDF viewer, human verification.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Added import of clients, documents, inArray from drizzle-orm
- Seeds 2 clients: Sarah Johnson and Mike Torres (onConflictDoNothing)
- Queries back seeded client IDs, then seeds 4 placeholder documents
- Documents cover Signed/Sent/Draft statuses across both clients
- Seed is idempotent via onConflictDoNothing guard
- ClientCard.tsx: server component with name, email, doc count, last activity; wrapped in Link to /portal/clients/[id]
- ClientModal.tsx: use client component with useActionState from react; supports create/edit modes via bind pattern; closes on success
- ClientsPageClient.tsx: use client wrapper holding isOpen modal state, renders card grid or empty state CTA
- clients/page.tsx: async server component fetching clients with docCount + lastActivity via Drizzle LEFT JOIN + GROUP BY
- Async server component queries all documents with LEFT JOIN to clients
- Filter state lives in URL (?status=Draft|Sent|Viewed|Signed) via DashboardFilters client component
- Rows filtered in JavaScript after fetch (tiny dataset in Phase 3)
- DashboardFilters extracted to _components/DashboardFilters.tsx (use client + useRouter)
- Displays agent first name extracted from session email
- 03-02-SUMMARY.md: plan summary with task commits, deviations, and decisions
- STATE.md: updated current position to Phase 3 Plan 02 complete, added decisions
- ROADMAP.md: Phase 3 progress updated (2/4 plans complete)
- Create portal/(protected)/layout.tsx with auth() check and redirect to /agent/login
- Create PortalNav.tsx as client component with Dashboard/Clients links and active state
- Nav uses usePathname() for active gold underline, LogoutButton for sign-out
- CSS variables --navy/--gold/--cream applied throughout portal shell
- Create TestimonialsSection with 5 placeholder reviews
- Auto-rotates every 5s, pauses on hover, clearInterval cleanup
- ChevronLeft/ChevronRight arrow controls and dot indicators
- Wire TestimonialsSection into page.tsx between hero and listings
- Add scroll-behavior: smooth and scroll-margin-top to globals.css
- Create SiteNav with sticky navy bar, desktop links, mobile hamburger
- Create HeroSection with split-panel layout and next/image
- Create ListingsPlaceholder with brand navy background and gold CTA
- Create SiteFooter with license number and TODO verify comment
- Update page.tsx to compose all section components
- Install lucide-react for icons
[Rule 1 - Bug] Fixed event handlers in server components — used CSS hover classes instead
- Add nodemailer@^7.0.7 and @types/nodemailer (v7 required by next-auth peer dep)
- Create src/lib/contact-mailer.ts: Nodemailer SMTP transporter + sendContactEmail()
- Create src/lib/contact-action.ts: Server Action with Zod validation, honeypot check
- SMTP credentials read from CONTACT_EMAIL_USER/PASS/SMTP_HOST/PORT env vars
- Add CONTACT_* placeholder vars to .env.local (gitignored, for local setup docs)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Research covering Next.js App Router patterns, Nodemailer SMTP contact form,
pure-React testimonials carousel, honeypot spam protection, and React 19
useActionState API for the public marketing homepage phase.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
