- Add SignatureFieldType union type with 6 literals (client-signature, initials, text, checkbox, date, agent-signature)
- Add optional type field to SignatureFieldData interface (backward-compat; v1.0 docs have no type)
- Export getFieldType() helper that coalesces field.type ?? 'client-signature'
- Export isClientVisibleField() predicate that returns false for agent-signature only
- PreparePanel now receives separate assignedClientId (nullable) and
defaultClientId props so it can distinguish an explicitly locked
client from just a default
- When document already has assignedClientId: show locked read-only
display; user cannot change the primary recipient
- When document has no assignedClientId: default to document owner in
dropdown but allow changing; option to clear and enter email manually
- Added textarea for additional/CC email addresses (comma or newline
separated) that is always visible for either mode
- POST /api/documents/[id]/prepare now accepts and stores emailAddresses
array alongside assignedClientId
- Added email_addresses jsonb column to documents table via migration
0004_military_maximus.sql
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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 src/lib/db/schema.ts with users table (id, email, password_hash, created_at)
- Created src/lib/db/index.ts exporting db singleton via Drizzle + Neon HTTP driver
- Created drizzle.config.ts pointing to schema.ts with postgresql dialect
- Created scripts/seed.ts reading AGENT_EMAIL/AGENT_PASSWORD to create hashed user row
- Generated drizzle/0000_milky_black_cat.sql migration (committed per user decision)
- db:migrate and db:seed pending user Neon database setup
