- Server component at /portal/templates/[id] queries documentTemplates with formTemplate relation
- notFound() for archived/missing templates
- TemplatePageClient: state owner mirroring DocumentPageClient pattern
- deriveRolesFromFields initializes Buyer/Seller defaults or extracts from existing fields
- handlePersist merges textFillData hints into f.hint for type='text' fields
- handleAiAutoPlace POSTs to /api/templates/[id]/ai-prepare and increments aiPlacementKey
- Role rename/remove re-fetches fields and PATCHes with updated signerEmail values
- TemplatePanel: 280px right panel with inline styles matching portal design system
- Signers/Roles section with color dots, click-to-rename, remove with ConfirmDialog
- Add role input with preset chips (Buyer, Co-Buyer, Seller, Co-Seller)
- AI Auto-place button (navy) with spinner/loading state and error display
- Save Template button (gold) with success 'Saved' text fading after 3s
- Server component at /portal/templates queries documentTemplates with LEFT JOIN to formTemplates
- TemplatesListClient renders list rows with name, form name, field count, last updated
- Create modal POSTs to /api/templates and navigates to /portal/templates/[id] on success
- Empty state with CTA when no templates exist
- Gold #C9A84C accent, navy #1B2B4B headings, inline styles matching portal patterns
- GET /api/templates/[id]/file: streams form PDF from seeds/forms/ with path traversal guard
- GET /api/templates/[id]/fields: returns signatureFields array (or []) from documentTemplates
- POST /api/templates/[id]/ai-prepare: runs AI field placement with null client context, writes to DB
- All routes: auth guard + isNull(archivedAt) soft-delete filter consistent with Phase 18
- PATCH accepts name and signatureFields for rename and field save per D-10
- PATCH sets updatedAt: new Date() explicitly per D-05
- PATCH returns 404 for archived or missing templates
- DELETE soft-deletes by setting archivedAt: new Date() per D-07 (no hard delete)
- DELETE sets updatedAt: new Date() per D-05, returns 204 No Content
- Both handlers auth-gated with auth() per D-11
- GET lists active templates (archivedAt IS NULL) with LEFT JOIN for formName
- GET computes fieldCount server-side from signatureFields.length per D-12
- POST validates name + formTemplateId, verifies FK exists, returns 201
- Both handlers auth-gated with auth() per D-11
- Runs SELECT 1 via Drizzle db client
- Returns { ok: true, db: 'connected' } with status 200 on success
- Returns { ok: false, error: message } with status 503 on DB failure
- No auth check — intentionally public for Docker HEALTHCHECK
- Extend DocumentRow type with optional signedCount, totalSigners, hasMultipleSigners
- Render badge after StatusBadge only for multi-signer Sent documents (D-11, D-12, D-13)
- Badge: inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium bg-blue-50 text-blue-700 ml-1.5
- Shows '{N}/{M} signed' text from server-computed token counts
- No badge for single-signer or fully-signed documents
- Import signingTokens and sql from drizzle-orm
- Add documents.signers to main select
- Fetch token counts per document in single grouped query (avoids N+1)
- Build tokenMap for O(1) lookup per row
- Produce enrichedRows with signedCount, totalSigners, hasMultipleSigners fields
- Pass enrichedRows to DocumentsTable instead of filteredRows
- PdfViewerWrapper accepts and passes signers/unassignedFieldIds to PdfViewer
- PdfViewer accepts and passes both props to FieldPlacer
- FieldPlacer adds signers/unassignedFieldIds to FieldPlacerProps (optional, defaulted to []/ new Set())
- No rendering changes — prop tunnel only for Wave 2 consumers
Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
- Server page passes doc.signers as initialSigners to DocumentPageClient
- DocumentPageClient adds signers + unassignedFieldIds state (initialized from server)
- Props threaded to PdfViewerWrapper (signers, unassignedFieldIds) and PreparePanel (signers, onSignersChange, unassignedFieldIds, onUnassignedFieldIdsChange)
- PreparePanel interface extended to accept new optional multi-signer props
Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
- Step 3.5: fetch signerEmail from tokenRow after atomic claim
- Step 7: accumulate pattern — read from signedFilePath or preparedFilePath as working PDF
- Step 7: write to JTI-keyed _partial_ path to prevent concurrent signer collisions
- Step 8a: date stamps scoped to this signer's date fields (D-09)
- Step 8b: signable fields scoped to this signer's fields (Pitfall 4)
- Step 9.5: JTI-keyed datestamped temp file to prevent collision
- Step 10.5: update signedFilePath to this signer's partial after each signing
- Step 11: remaining-token count check before completion attempt
- Step 11: completionTriggeredAt atomic guard (UPDATE WHERE IS NULL RETURNING)
- Step 12: status='Signed' only in completion winner block (fixes first-signer-wins bug)
- Step 13: agent notification + signer completion emails only at completion
- Legacy null-signerEmail tokens fall through all signer filters unchanged
- Loop over doc.signers when populated: one createSigningToken per signer with signerEmail
- Dispatch all signing emails in parallel via Promise.all
- Preserve legacy single-signer path unchanged when signers is null/empty
- Replace NEXT_PUBLIC_BASE_URL with APP_BASE_URL for signing URLs
- Add audit event with metadata.signerEmail for each signer in multi-signer path
- Import DocumentSigner from schema for type casting
- Sends plain-text email with signed document download link to signer
- Follows established createTransporter() + sendMail() pattern
- Subject: 'Signed copy ready: {documentName}', 72h expiry in body text
- createSigningToken now accepts optional signerEmail param and persists to DB
- Added createSignerDownloadToken (72h TTL, purpose: signer-download)
- Added verifySignerDownloadToken with purpose claim validation
- Remove 3 console.log statements that printed blank count, all blank descriptions, and AI classifications
- These were development debug statements; not appropriate for production code
- Tests pass (prepare-document.test.ts: 10/10), TypeScript clean
- Red PAGE N label stamped on each image so GPT-4o correctly attributes fields to pages
- Prompt: add 'blank line above label' signature block pattern (common in real estate docs)
- Prompt: explicit rule — place field on blank underline, not on the (Label) text below it
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Max heights reduced: text/date 16pt, initials 18pt, signature 26pt
- 0.5% y nudge pushes fields onto the underline instead of floating above it
- Prompt specifies 1.2% height for text/date, 1.8% for signatures
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Replace fixed 144x36 with AI widthPct/heightPct clamped to per-type min/max
(signatures 100-250x20-40pt, initials 36-80x16-28pt, date 60-130x14-24pt, text 60-280x14-24pt)
- Prompt: explicit 'no inline body text' rule — if text is part of a sentence, skip it
- Prompt: widthPct should match visual underline width, heightPct kept thin (~2-2.5%)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- extractPdfText now renders each page to JPEG via @napi-rs/canvas + pdfjs-dist (108dpi)
- field-placement.ts sends rendered page images to GPT-4o with vision (detail: high)
- AI can now visually identify underlines, signature blocks, date fields, initials boxes
- System prompt focuses on visual cues (blank lines, boxes) not text pattern matching
- Handles multi-field lines: separate fields for signature blank and date blank on same line
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- extractPdfText now returns TextLine[] with yPct/xPct per line instead of flat text blob
- AI can now see spatial layout (where blank lines/underscores actually are vs body text)
- Rewrote system prompt: explicit rules about blank lines/underscores/signature blocks,
place ALL blanks even without prefill value, match field type to label pattern
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- gpt-4o-mini replaced with gpt-4o for better placement accuracy
- checkbox removed from schema enum and filtered in loop (positions are input-dependent)
- y coordinate clamped to [0, pageHeight - fieldHeight] to prevent fields rendering
outside the PDF canvas when AI returns yPct near 100%
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
react-pdf calls new DOMMatrix() at module level — static import causes
500 on document page during SSR. Same pattern as PdfViewer/PdfViewerWrapper.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Empty string workerSrc is falsy — PDFWorker.workerSrc getter throws before
_setupFakeWorkerGlobal can dynamically import the worker file.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add onAiAutoPlace prop and handleAiAutoPlaceClick with aiLoading state to PreparePanel
- Add violet AI Auto-place button above Preview button (Draft documents only)
- Add aiPlacementKey state and handleAiAutoPlace callback in DocumentPageClient
- handleAiAutoPlace: POST /api/documents/[id]/ai-prepare, merges textFillData, increments aiPlacementKey, resets previewToken
- Pass aiPlacementKey to PdfViewerWrapper and onAiAutoPlace to PreparePanel
- Add aiPlacementKey?: number to FieldPlacerProps interface
- Add aiPlacementKey to loadFields useEffect dependency array for re-fetch on AI placement
- Thread aiPlacementKey through PdfViewer and PdfViewerWrapper prop chains
- Add ai-coords.test.ts with 3 test cases covering US Letter (612x792 pts)
- Tests import from lib/ai/field-placement which does not exist yet (RED phase)
- Cases: text field near top, checkbox near bottom-right, client-sig at center
- Add textFillData, selectedFieldId, onQuickFill props to PreparePanelProps
- Remove textFillData local state and handleTextFillChange (parent now owns state)
- Remove TextFillForm import and JSX block
- Add QuickFillPanel: shows Client Name, Property Address, Client Email quick-fill buttons when selectedFieldId is non-null; idle state message when no field selected
- handlePreview and handlePrepare use textFillData from props
- Delete TextFillForm.tsx (label-keyed generic form no longer used)
- PdfViewerWrapper: add selectedFieldId?, textFillData?, onFieldSelect?, onFieldValueChange? and forward to PdfViewer
- PdfViewer: add same 4 optional props, forward to FieldPlacer; call onFieldSelect?.(null) on page navigation
- FieldPlacer: extend FieldPlacerProps with 4 new optional props
- DroppableZone: add optional onClick prop for background deselect
- renderFields: text fields show inline input when selected (isSelected), value/label otherwise
- Per-field onClick: text fields call onFieldSelect(id), non-text fields call onFieldSelect(null)
- Cursor updated to 'text' for text field type; boxShadow ring on selected state
