Commit Graph

26 Commits

Author SHA1 Message Date
Chandler Copeland
e179b9284f fix(10-03): transparent field boxes and fixed-size checkbox in FieldPlacer
- 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>
2026-03-21 13:41:04 -06:00
Chandler Copeland
7510c8ee08 feat(10-02): type-branched field rendering in preparePdf()
- Add getFieldType import from @/lib/db/schema
- Replace single-variant blue loop with branched rendering per field type
- client-signature: unchanged blue rectangle + "Sign Here"
- initials: purple rectangle + "Initials" label
- checkbox: gray rectangle + X diagonal lines (embedded at prepare time)
- date: amber rectangle + "Date" label (actual date stamped at POST time)
- text: light gray rectangle, no label (visual marker only)
- agent-signature: skipped (no placeholder drawn)
2026-03-21 12:49:20 -06:00
Chandler Copeland
baa1c785a5 feat(09-01): add property_address column to clients — schema, migration, server actions
- Add propertyAddress: text("property_address") nullable column to clients pgTable
- Generate migration drizzle/0007_equal_nekra.sql: ALTER TABLE "clients" ADD COLUMN "property_address" text
- Apply migration successfully to local postgres database
- Extend clientSchema Zod schema with propertyAddress: z.string().optional()
- createClient: persist propertyAddress || null to coerce empty string to NULL
- updateClient: persist propertyAddress || null alongside name, email, updatedAt
2026-03-21 12:13:55 -06:00
Chandler Copeland
2dd1b6101f feat(08-01): extend SignatureFieldData with type discriminant and helper exports
- 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
2026-03-21 11:46:49 -06:00
Chandler Copeland
cd4cb75b60 feat(07-01): add createAgentDownloadToken and verifyAgentDownloadToken
- Appends two new exports to token.ts (existing exports untouched)
- purpose: 'agent-download', 5-min TTL, no DB record
- Mirrors existing createDownloadToken/verifyDownloadToken pattern
2026-03-21 10:33:53 -06:00
Chandler Copeland
7121279654 feat(06-06): update domain to tcopelandhomes.com, configure Resend SMTP 2026-03-21 09:42:10 -06:00
Chandler Copeland
a276da0da1 feat(06-05): download token utilities + download API route
- Add createDownloadToken and verifyDownloadToken to token.ts (15-min TTL, purpose:'download' claim)
- Create GET /api/sign/[token]/download route: validates dt query param JWT, streams signedFilePath as PDF
- Path traversal guard: signedFilePath must start with UPLOADS_DIR
- Auto-fix: Buffer cast to Uint8Array for Response BodyInit compatibility (Next.js 16 / TypeScript strict)
2026-03-20 11:41:18 -06:00
Chandler Copeland
f41db49ff7 feat(06-02): branded signing request email + mailer utilities
- Add SigningRequestEmail.tsx React Email component (navy/gold brand colors, CTA button)
- Add signing-mailer.tsx with sendSigningRequestEmail() and sendAgentNotificationEmail()
- Uses CONTACT_SMTP_* env vars (same SMTP provider as contact form)
- Sender: "Teressa Copeland" <teressa@teressacopelandhomes.com>
2026-03-20 11:29:05 -06:00
Chandler Copeland
2929581ab9 feat(06-01): create signing utility library (token, audit, embed)
- token.ts: createSigningToken() + verifySigningToken() using jose HS256
- audit.ts: logAuditEvent() inserts typed audit events with server timestamp
- embed-signature.ts: embedSignatureInPdf() embeds PNG sigs, returns SHA-256 hash
- added SIGNING_JWT_SECRET to .env.local (random 32-char base64 secret)
2026-03-20 11:24:56 -06:00
Chandler Copeland
fa68a1bcb4 feat(06-01): install packages + extend schema + generate migration
- installed signature_pad, @react-email/render, @react-email/components
- added signingTokens table (jti pk, documentId, expiresAt, usedAt)
- added auditEvents table with auditEventTypeEnum (6 event types)
- added signedFilePath, pdfHash, signedAt columns to documents table
- generated and applied migration 0005_signing_flow.sql
2026-03-20 11:24:02 -06:00
Chandler Copeland
c4e8d01784 fix(05-04): move text stamp to 60pt from top, increase font size to 10pt
- Change startY from pageHeight-20 to pageHeight-60 (~0.83 inch from top)
- Increase lineHeight from 12 to 14 for better readability
- Increase stamp font size from 8pt to 10pt for better visibility
2026-03-20 00:42:03 -06:00
Chandler Copeland
ef10dd5089 fix(05-04): always stamp text fill data into prepared PDF
Strategy A still attempts AcroForm filling by field name (matching
fields in the PDF's form dict). Strategy B is now a mandatory fallback:
any text field entries that did not match an AcroForm field (or when
the PDF has no AcroForm at all) are drawn as 'key: value' text lines
near the top of page 1 using @cantoo/pdf-lib drawText.

This ensures text fill data supplied in the PreparePanel is always
visible in the output PDF regardless of whether the source PDF was
built with interactive form fields.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-20 00:22:17 -06:00
Chandler Copeland
05915aa562 fix(05-04): pre-select document client and add manual email entry
- 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>
2026-03-20 00:21:34 -06:00
Chandler Copeland
34ed0baa43 test(05-01): add unit tests for Y-flip coordinate conversion formula
- Created src/lib/pdf/__tests__/prepare-document.test.ts with 10 test cases
- Tests verify Y-axis flip: screenY=0 → pdfY≈792, screenY=792 → pdfY≈0
- Tests verify scale-invariance at both 1:1 and 50% zoom ratios
- Installed jest, ts-jest, @types/jest and added jest config to package.json
- All 10 tests pass

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-19 23:55:27 -06:00
Chandler Copeland
c81e8ea838 feat(05-01): add preparePdf utility and fields/prepare API routes
- Installed @cantoo/pdf-lib for server-side PDF mutation
- Created src/lib/pdf/prepare-document.ts with preparePdf function using atomic tmp->rename write pattern
- form.flatten() called before drawing signature rectangles
- Created GET/PUT /api/documents/[id]/fields routes for signature field storage
- Created POST /api/documents/[id]/prepare route that calls preparePdf and transitions status to Sent
- Fixed pre-existing null check error in scripts/debug-inspect2.ts (Rule 3: blocking build)
- Build compiles successfully with 2 new API routes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-19 23:54:41 -06:00
Chandler Copeland
d67130da20 feat(05-01): extend documents schema with 4 new columns + migration 0003
- Added SignatureFieldData interface export to schema.ts
- Added signatureFields (jsonb), textFillData (jsonb), assignedClientId (text), preparedFilePath (text) nullable columns to documents table
- Added jsonb import to drizzle-orm/pg-core imports
- Generated and applied migration 0003_cool_natasha_romanoff.sql

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-19 23:53:12 -06:00
Chandler Copeland
c1f60cadf6 feat(04-03): add AddDocumentModal, PdfViewer, and document detail page
- 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
2026-03-19 21:44:17 -06:00
Chandler Copeland
bbbbdbed5e feat(04-01): add formTemplates table and extend documents schema
- Add formTemplates table (id text PK, name, filename unique, createdAt, updatedAt)
- Add formTemplateId (nullable FK) and filePath (nullable text) to documents table
- Generate and apply migration 0002_wealthy_zzzax.sql
- Create seeds/forms/.gitkeep to track seed directory in git
2026-03-19 21:32:30 -06:00
Chandler Copeland
5b87201b28 feat(03-02): add createClient, updateClient, deleteClient server actions
- 'use server' file with Zod validation (name min 1 char, valid email)
- createClient: validate, insert, revalidatePath /portal/clients
- updateClient: bind pattern (id, prevState, formData), revalidates client list + profile
- deleteClient: auth check, delete by id, revalidatePath /portal/clients
- Fixed Zod v4 .issues access (not .errors — v4 API change)
2026-03-19 16:38:49 -06:00
Chandler Copeland
00f9c7c9f0 feat(03-01): protect /portal routes and update post-login redirect
- middleware.ts: add /portal/:path* to matcher array
- auth.config.ts: add isPortalRoute check, redirect unauthenticated to /agent/login
- auth.config.ts: change post-login redirect from /agent/dashboard to /portal/dashboard
- agent dashboard page: replace stub with redirect to /portal/dashboard
2026-03-19 16:17:59 -06:00
Chandler Copeland
f8f8b8f4ba feat(03-01): add clients and documents tables to Drizzle schema
- Add pgEnum import and documentStatusEnum (Draft, Sent, Viewed, Signed)
- Add clients table (id, name, email, createdAt, updatedAt)
- Add documents table (id, name, clientId FK, status enum, sentAt, createdAt)
- Generate migration 0001_watery_blindfold.sql and apply to local PostgreSQL
2026-03-19 16:17:26 -06:00
Chandler Copeland
39f233dbb4 feat(02-02): install nodemailer and create contact mailer + server action
- 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>
2026-03-19 14:59:23 -06:00
Chandler Copeland
39af0f19ba fix(auth): resolve middleware Edge Runtime + layout redirect loop
Two bugs:
1. auth.ts imported postgres (Node.js TCP) which crashes in Edge Runtime,
   causing Auth.js to silently fall back to redirecting all requests to login.
   Fix: split into auth.config.ts (Edge-safe, no DB) used by middleware,
   and auth.ts (full, with DB) used by server components.

2. /agent/layout.tsx applied to /agent/login, so unauthenticated login page
   visits redirected to themselves in an infinite loop.
   Fix: moved dashboard + layout into (protected) route group so login page
   has no auth layout.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-19 14:08:04 -06:00
Chandler Copeland
0a75442af3 fix(db): swap @neondatabase/serverless for postgres.js (local dev support)
Neon serverless driver requires remote WebSocket — incompatible with local
PostgreSQL. Replaced with postgres.js (drizzle-orm/postgres-js) in db/index.ts,
scripts/seed.ts, and drizzle.config.ts.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-19 14:00:32 -06:00
Chandler Copeland
e5db79a8f0 feat(01-01): configure Auth.js v5 JWT + Credentials, route protection middleware
- Created src/lib/auth.ts with NextAuth JWT strategy, 7-day rolling session, Credentials provider
- Created src/app/api/auth/[...nextauth]/route.ts with GET/POST handlers and force-dynamic
- Created middleware.ts at project root (not src/) protecting /agent/* routes
- Fixed db/index.ts: lazy Proxy singleton prevents neon() crash during Next.js build
- npm run build passes; /api/auth/[...nextauth] renders as Dynamic route
2026-03-19 13:33:15 -06:00
Chandler Copeland
f46e7027a5 feat(01-01): define DB schema, configure Drizzle Kit, write seed script
- 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
2026-03-19 13:30:52 -06:00