- 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
- Import getFieldType from @/lib/db/schema
- handleFieldClick returns early for non-client-signature fields (defense-in-depth)
- handleSubmit counts only client-signature fields for completeness check
- SigningProgressBar total reflects client-signature count only
- signatureFields added to handleFieldClick and handleSubmit dependency arrays
- Import isClientVisibleField from @/lib/db/schema
- Filter signatureFields in GET response to exclude agent-signature fields
- POST handler untouched — reads signatureFields from DB directly
- Create drizzle/0006_type_discriminant.sql (empty SQL - no DDL required)
- Create drizzle/meta/0006_snapshot.json (identical DDL state to 0005)
- Update drizzle/meta/_journal.json to include 0006_type_discriminant entry
- Note: db:migrate skipped (DB unavailable); migration is a no-op placeholder
- 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
- Wrap Download anchor in conditional: only rendered when docStatus !== 'Signed'
- PDF viewer still loads original via /file for in-browser display regardless of status
- PreparePanel presigned URL remains sole download path for signed PDFs
- Remove signedFilePath fallback from /file route
- Route now always serves doc.filePath (unsigned original)
- Signed PDF exclusively available via presigned /download?adt=[token]
- Created 07-03-SUMMARY.md: human verification checkpoint approved
- STATE.md: Phase 7 marked complete (3/3 plans), all 4 criteria verified
- ROADMAP.md: Phase 7 status updated to Complete (3/3 plans)
- SIGN-07 and LEGAL-03 confirmed working end-to-end in live browser
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 07-02-SUMMARY.md: documents PreparePanel Signed panel, agentDownloadUrl server-side generation, Date Signed column, and auto-fix of ClientProfileClient type mismatch
- STATE.md: advanced to Phase 7 plan 2 of 3, added 3 key decisions, logged metrics row
- ROADMAP.md: updated phase 7 progress (2/3 plans complete)
- document detail page: import createAgentDownloadToken, generate agentDownloadUrl server-side for
signed docs (signedFilePath present), pass agentDownloadUrl and signedAt props to PreparePanel
- DocumentsTable: add signedAt to DocumentRow type, add Date Signed column header and cell
- dashboard page: add signedAt to db select so allRows includes signed date for Signed documents
- ClientProfileClient: add signedAt to local DocumentRow type (fixes type mismatch with DocumentsTable)
- clients/[id]/page: add signedAt to query select to satisfy updated DocumentRow type
