Files

Chandler Copeland 86ca6dce85 docs(07-02): complete download UI wiring plan — SUMMARY, STATE, ROADMAP updated

- 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)

2026-03-21 10:40:46 -06:00

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phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, requirements-completed, duration, completed

phase

plan

subsystem

tags

requires

provides

affects

tech-stack

key-files

key-decisions

patterns-established

requirements-completed

duration

completed

07-audit-trail-and-download

next.js

jwt

pdf

download

react

typescript

phase	plan	provides
07-audit-trail-and-download	01	createAgentDownloadToken (5-min TTL, purpose:'agent-download') and GET /api/documents/[id]/download route

phase	provides
06-signing-flow	documents.signedAt and documents.signedFilePath columns written on signing completion

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

07-03 (audit trail plan may need to reference download events or document detail state)

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 <a href> anchor — no fetch/onClick; Content-Disposition:attachment response from API route handles browser download dialog

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

agentDownloadUrl generated in server component (page.tsx) not in PreparePanel — PreparePanel is 'use client' and cannot call createAgentDownloadToken

Download button is a plain <a href> 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

Server-side token generation pattern: generate adt token in server component → pass as string URL prop to client component → client renders plain anchor

SIGN-07

LEGAL-03

2min

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:

Task 1: Update PreparePanel props interface and add Download button for Signed status - b823ae5 (feat)
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 <a href> 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

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