---
gsd_state_version: 1.0
milestone: v1.1
milestone_name: smart-document-preparation
status: in-progress
last_updated: "2026-03-21"
progress:
  total_phases: 13
  completed_phases: 8
  total_plans: 43
  completed_plans: 30
---

# Project State

## Project Reference

See: .planning/PROJECT.md (updated 2026-03-21)

**Core value:** Teressa can prepare and send any real estate form to a client for signing in minutes, from her browser, without leaving her site.
**Current focus:** Phase 9 — Agent Signature Capture (next in v1.1)

## Current Position

Phase: 8 of 13 (Schema Foundation and Signing Page Safety) — COMPLETE
Plan: 2 of 2 in phase 8 (08-02 complete — phase fully done)
Status: In progress
Last activity: 2026-03-21 — 08-02 complete: server-side agent-signature filter in GET /api/sign/[token], type-branching guards in SigningPageClient.tsx; human verification approved

Progress: [████████░░░░░] 62% (8/13 phases complete)

## Performance Metrics

**Velocity:**
- Total plans completed: 30 (v1.0 complete + Phase 8 complete)
- Average duration: ~4 min/plan
- Total execution time: ~2 hours

**By Phase:**

| Phase | Plans | Avg/Plan |
|-------|-------|----------|
| v1.0 phases 1-7 | 28 | ~4 min |

**Recent Trend:**
- Trend: Stable

*Updated after each plan completion*

## Accumulated Context

### Decisions

Decisions are logged in PROJECT.md Key Decisions table.
Recent decisions affecting v1.1 work:

- [v1.1 Research]: Use pdfjs-dist legacy build (already installed via react-pdf) for server-side PDF text extraction — no new dependency
- [v1.1 Research]: Use manual `json_schema` response_format for OpenAI — do NOT use `zodResponseFormat` (broken with Zod v4, confirmed issues #1540, #1602, #1709)
- [v1.1 Research]: Agent signature stored as base64 PNG TEXT column on users table (2-8KB) — no new file storage needed
- [v1.1 Research]: Phase 8 must ship atomically (schema discriminant + signing page filter) before any new field type can be placed or sent
- [08-01]: SignatureFieldType.type is optional on SignatureFieldData — v1.0 JSONB documents have no type; getFieldType() coalesces to 'client-signature'
- [08-01]: isClientVisibleField() returns false only for 'agent-signature' — all other types including legacy documents are client-visible
- [08-02]: Server-side filter in route.ts is the primary security boundary — client guards in SigningPageClient are defense-in-depth; direct API callers cannot see agent-signature coordinates
- [08-02]: POST handler in route.ts intentionally untouched — signature embedding pipeline reads signatureFields from DB directly, not from client payload
- [08-02]: Phase 8 ships atomically — 08-01 schema + 08-02 boundary enforcement active simultaneously; no intermediate state where type discriminant exists but filter is absent

### Pending Todos

None yet.

### Blockers/Concerns

- [Phase 12]: Deployment target (Vercel serverless vs. self-hosted container) must be confirmed before implementing preview route — write-to-disk preview pattern silently fails on Vercel serverless (ephemeral filesystem)
- [Phase 13]: AI coordinate accuracy on real Utah forms is untested — integration test with full 20-page Utah REPC required before Phase 13 ships

## Session Continuity

Last session: 2026-03-21
Stopped at: Completed 08-02-PLAN.md — server-side agent-signature filter, type-branching guards, and Phase 8 human verification approved
Resume file: None