- Bug 1: add useEffect that locks document.body.overflow on mount and
restores original value on unmount — prevents page scrolling behind modal
- Bug 2: render modal via ReactDOM.createPortal to document.body so it
escapes the sticky sidebar's stacking context; raise z-index to 9999
so backdrop sits definitively above all FieldPlacer overlay boxes
(zIndex: 10/12) and dnd-kit DragOverlay regardless of parent context
- Add onFieldsChanged?: () => void to FieldPlacerProps interface
- Destructure onFieldsChanged in function signature
- Call onFieldsChanged?.() after persistFields in handleDragEnd (new field drop)
- Call onFieldsChanged?.() after persistFields in handleZonePointerUp move case
- Call onFieldsChanged?.() after persistFields in handleZonePointerUp resize case
- Call onFieldsChanged?.() after persistFields in delete button onClick
- Add onFieldsChanged to useCallback dependency arrays (handleDragEnd, handleZonePointerUp)
- Add previewToken/onPreviewTokenChange props to PreparePanel (lifted to DocumentPageClient)
- Add handlePreview async function fetching POST /api/documents/[id]/preview
- Add Preview button (gray-700) before Send button; text cycles Preview/Preview again
- Gate Send button on previewToken === null (requires fresh preview before send)
- Wrap TextFillForm onChange to reset previewToken on text fill changes
- Render PreviewModal conditionally when showPreview && previewBytes
- Create DocumentPageClient.tsx: holds previewToken state, passes reset callback to both FieldPlacer (via PdfViewerWrapper/PdfViewer) and PreparePanel
- Update PdfViewerWrapper and PdfViewer to accept and forward onFieldsChanged prop
- Update page.tsx to use DocumentPageClient instead of direct PreparePanel/PdfViewerWrapper siblings
- 'use client' component accepting ArrayBuffer prop and onClose callback
- Configures pdfjs worker independently from PdfViewer module
- Imports AnnotationLayer.css and TextLayer.css
- Prev/Next page navigation with disabled states
- Fixed overlay (rgba black 70%) with white inner container
- Fetch agentInitialsData alongside agentSignatureData in single DB query
- Add 422 guard returning { error: 'agent-initials-missing' } when agent-initials fields present but no initials saved
- Pass agentInitialsData as 6th arg to preparePdf()
- Add agentInitialsData as 6th optional param (default null)
- Embed agent initials PNG once before field loop (embed-once-draw-many pattern)
- Add agent-initials branch in field loop: drawImage at field coordinates
- Existing initials (client-initials) and agent-signature branches untouched
- Add agentInitialsData text column to users table (drizzle/0009_luxuriant_catseye.sql)
- Add 'agent-initials' to SignatureFieldType union in schema.ts
- Update isClientVisibleField() to exclude both agent-signature and agent-initials
- Create GET/PUT /api/agent/initials route with auth guard and 50KB size limit
- Import users and getFieldType from @/lib/db/schema
- Strengthen session guard to !session?.user?.id (matches established pattern)
- Fetch agentSignatureData from users table for the authenticated agent
- 422 guard: return { error: 'agent-signature-missing' } when agent-sig fields exist but no signature saved
- Pass agentSignatureData as 5th arg to preparePdf()
- Add optional agentSignatureData: string | null = null as 5th parameter
- Import PDFImage from @cantoo/pdf-lib for typed agentSigImage variable
- Embed PNG once before field loop, store as agentSigImage
- Replace agent-signature stub with drawImage at field.x/y/width/height
- 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
- preparePdf: remove opaque fill from all field type rectangles (signature,
initials, checkbox, date, text) — underlying PDF content now shows through
- preparePdf: checkbox draws X lines only (no border rectangle); date draws
no placeholder at all; text draws nothing (position marker only)
- sign route: remove white overwrite rectangle on date stamp — date text
draws directly on existing PDF content
- FieldPlacer: suppress resize corner handles for checkbox fields; hide
"Checkbox" label (too small at 24x24pt); checkbox is fixed-size only
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
When signedFilePath is set, /api/documents/[id]/file now returns the
signed PDF so agent sees embedded signatures and initials in the portal
viewer. Falls back to original PDF when not yet signed.
- Add optional title prop to SignatureModal (defaults to "Add Signature"); button label derives from title
- Add activeFieldType state and setActiveFieldType in SigningPageClient
- handleFieldClick opens modal for both client-signature and initials fields
- handleSubmit and SigningProgressBar total now count both client-signature and initials
- handleJumpToNext jumps to next unsigned required field (client-signature or initials only)
- Non-interactive fields (text/checkbox/date) suppressed from field overlay rendering via early return
- Initials overlays use purple pulse animation (pulse-border-purple); signature overlays use blue
- SignatureModal receives title prop: "Add Initials" for initials, "Add Signature" for client-signature
- Add getFieldType to schema import
- Add PDFDocument, StandardFonts, rgb from @cantoo/pdf-lib for date stamping
- Add readFile, writeFile, unlink from node:fs/promises
- Hoist const now = new Date() to before step 8 (shared for date stamp + DB update)
- Step 8a: stamp signing date onto date fields in prepared PDF before embed
- Step 8b: filter signableFields to client-signature and initials only
- signaturesWithCoords now maps only signable fields (no 500 on text/checkbox/date)
- Update embedSignatureInPdf call to use dateStampedPath
- Fire-and-forget cleanup of temporary .datestamped.tmp file after embed
- handleDragEnd: determine droppedType from active.id with validTypes set guard
- handleDragEnd: checkbox fields drop at 24x24pt; all other types drop at 144x36pt
- handleDragEnd: newField now includes type property set to droppedType
- renderFields: use getFieldType() + PALETTE_TOKENS lookup to get per-field color and label
- renderFields: border, background, and text color are now driven by fieldColor
- renderFields: resize handle corners use fieldColor instead of hardcoded blue
- renderFields: span displays fieldLabel instead of hardcoded 'Signature'
- Add PALETTE_TOKENS array with 5 typed tokens (Signature/blue, Initials/purple, Checkbox/green, Date/amber, Text/slate)
- Update DraggableToken to accept id, label, color props with per-type styling
- Change isDraggingToken from boolean to string | null to track active token id
- Update onDragStart to record active.id instead of just true
- Replace single static token with PALETTE_TOKENS.map() in palette JSX
- Update DragOverlay ghost to show correct label, color, and checkbox-appropriate dimensions (24x24 vs 144x36)
Three plans covering the full field type pipeline end-to-end:
- 10-01: FieldPlacer palette extension (5 typed tokens, per-type colors, typed DragOverlay)
- 10-02: preparePdf() type-branched rendering + POST route signable filter and date stamp
- 10-03: SigningPageClient initials capture + overlay suppression + human verification
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- TextFillForm: add initialData prop; buildInitialRows seeds rows from
pre-seeded data so propertyAddress row renders populated on mount
- PreparePanel: pass initialData={...} to TextFillForm so the lazy
useState in PreparePanel correctly flows through to the visible UI
- TextFillForm: replace AcroForm jargon instruction with friendly copy
- TextFillForm: add Field name / Value column headers for clear layout
- TextFillForm: improve spacing (py-1.5), softer remove button (gray→red on hover)
- TypeScript: npx tsc --noEmit passes clean
- ClientModal: add defaultPropertyAddress prop, property address input field after email
- ClientProfileClient: add propertyAddress to Props type, display address under email when non-null, pass defaultPropertyAddress to edit modal
- documents/[docId]/page.tsx: extend client select to include propertyAddress, pass as clientPropertyAddress to PreparePanel
- PreparePanel: add clientPropertyAddress prop, lazy-initialize textFillData with { propertyAddress } when client has address
