--- phase: 07-audit-trail-and-download plan: "02" subsystem: ui tags: [next.js, jwt, pdf, download, react, typescript] # Dependency graph requires: - phase: 07-audit-trail-and-download plan: "01" provides: createAgentDownloadToken (5-min TTL, purpose:'agent-download') and GET /api/documents/[id]/download route - phase: 06-signing-flow provides: documents.signedAt and documents.signedFilePath columns written on signing completion provides: - agentDownloadUrl generated server-side in document detail page and passed to PreparePanel - PreparePanel Signed status: green panel with signed timestamp and Download Signed PDF anchor - DocumentsTable Date Signed column showing signedAt for Signed documents - Dashboard and client profile queries include signedAt affects: - 07-03 (audit trail plan may need to reference download events or document detail state) # Tech tracking tech-stack: added: [] patterns: - agentDownloadUrl generated in server component (page.tsx) and passed as prop to 'use client' PreparePanel — token never created in client code - PreparePanel status-aware rendering: Signed branch (green panel + anchor link), Sent/Viewed branch (read-only), Draft branch (prepare form) - Download is a plain anchor — no fetch/onClick; Content-Disposition:attachment response from API route handles browser download dialog key-files: created: [] modified: - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx - teressa-copeland-homes/src/app/portal/_components/DocumentsTable.tsx - teressa-copeland-homes/src/app/portal/(protected)/dashboard/page.tsx - teressa-copeland-homes/src/app/portal/_components/ClientProfileClient.tsx - teressa-copeland-homes/src/app/portal/(protected)/clients/[id]/page.tsx key-decisions: - "agentDownloadUrl generated in server component (page.tsx) not in PreparePanel — PreparePanel is 'use client' and cannot call createAgentDownloadToken" - "Download button is a plain anchor (no JS handler) — browser follows link directly, Content-Disposition:attachment triggers save dialog" - "signedAt propagated to both dashboard query and client profile query for consistent Date Signed display across all document tables" patterns-established: - "Server-side token generation pattern: generate adt token in server component → pass as string URL prop to client component → client renders plain anchor" requirements-completed: - SIGN-07 - LEGAL-03 # Metrics duration: 2min completed: 2026-03-21 --- # Phase 7 Plan 02: Agent Download UI and signedAt Dashboard Column Summary **agentDownloadUrl generated server-side in document detail page, green Download Signed PDF panel added to PreparePanel for Signed status, and Date Signed column added to dashboard and client profile document tables** ## Performance - **Duration:** 2 min - **Started:** 2026-03-21T16:37:02Z - **Completed:** 2026-03-21T16:39:16Z - **Tasks:** 2 - **Files modified:** 6 ## Accomplishments - PreparePanel extended with `agentDownloadUrl` and `signedAt` props; Signed status renders a green panel with formatted signed timestamp and a plain anchor Download Signed PDF button - Document detail page (server component) now imports `createAgentDownloadToken`, generates `agentDownloadUrl` server-side for documents with `signedFilePath`, and passes it to PreparePanel — token never created in client code - `DocumentsTable` type updated with `signedAt: Date | null`; Date Signed column added to table header and rows (formatted as "Mar 21, 2026", America/Denver timezone) - Dashboard and client profile queries both select `signedAt` so all document tables display signed date ## Task Commits Each task was committed atomically: 1. **Task 1: Update PreparePanel props interface and add Download button for Signed status** - `b823ae5` (feat) 2. **Task 2: Wire document detail page, update dashboard table for signedAt** - `68d94a7` (feat) ## Files Created/Modified - `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx` - Extended interface with agentDownloadUrl/signedAt; added Signed branch (green panel + download anchor) before Sent/Viewed read-only branch - `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx` - Added createAgentDownloadToken import; generates agentDownloadUrl server-side; passes agentDownloadUrl and signedAt to PreparePanel - `teressa-copeland-homes/src/app/portal/_components/DocumentsTable.tsx` - Added signedAt to DocumentRow type; added Date Signed column header and cell - `teressa-copeland-homes/src/app/portal/(protected)/dashboard/page.tsx` - Added signedAt to db select - `teressa-copeland-homes/src/app/portal/_components/ClientProfileClient.tsx` - Added signedAt to local DocumentRow type (kept in sync with DocumentsTable) - `teressa-copeland-homes/src/app/portal/(protected)/clients/[id]/page.tsx` - Added signedAt to query select ## Decisions Made - agentDownloadUrl is generated in the server component (page.tsx), not in PreparePanel — PreparePanel is a 'use client' component and cannot call `createAgentDownloadToken` (server-only) - Download button is a plain `` anchor, not a fetch/onClick handler — the API route's `Content-Disposition: attachment` header drives the browser download dialog - signedAt propagated to both dashboard and client profile tables for consistency — agents see signed date in all document views ## Deviations from Plan ### Auto-fixed Issues **1. [Rule 1 - Bug] Fixed DocumentRow type mismatch in ClientProfileClient and client profile page query** - **Found during:** Task 2 (TypeScript check after DocumentsTable update) - **Issue:** `ClientProfileClient.tsx` declares its own local `DocumentRow` type without `signedAt`; it passes `docs` to `DocumentsTable` which now requires `signedAt`. TypeScript error: "Property 'signedAt' is missing in type 'DocumentRow' but required in type 'DocumentRow'" - **Fix:** Added `signedAt: Date | null` to local `DocumentRow` in `ClientProfileClient.tsx`; added `signedAt: documents.signedAt` to the select in `clients/[id]/page.tsx` - **Files modified:** `src/app/portal/_components/ClientProfileClient.tsx`, `src/app/portal/(protected)/clients/[id]/page.tsx` - **Verification:** `tsc --noEmit` passes with zero errors; `npm run build` completes cleanly - **Committed in:** `68d94a7` (Task 2 commit) --- **Total deviations:** 1 auto-fixed (Rule 1 - type mismatch caused by our DocumentsTable change) **Impact on plan:** Necessary fix — both files share the same DocumentRow type contract. No scope creep; client profile documents table now also shows Date Signed column, which is a bonus. ## Issues Encountered None. ## User Setup Required None - no external service configuration required. ## Next Phase Readiness - Download UI is fully wired: agent can navigate to a Signed document detail page, see the green "Document Signed" panel with signed timestamp, and click "Download Signed PDF" to trigger browser download via the API route from Plan 01 - Dashboard and client profile tables show Date Signed column for Signed documents, "—" for others - Phase 7 Plan 03 (audit trail) can build on the established download route and document state --- *Phase: 07-audit-trail-and-download* *Completed: 2026-03-21*