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Chandler Copeland e942a28247 docs(07-03): complete Phase 7 browser verification — Phase 7 complete

- 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>

2026-03-21 10:46:26 -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

security

human-verify

phase	plan	provides
07-audit-trail-and-download	02	PreparePanel Signed panel with Download Signed PDF anchor, agentDownloadUrl generated server-side, DocumentsTable Date Signed column

phase	plan	provides
07-audit-trail-and-download	01	GET /api/documents/[id]/download route with 5-min presigned JWT and path traversal guard

Human verification that all Phase 7 success criteria pass (download, Signed badge, private storage, access control)

Phase 7 marked complete — SIGN-07 and LEGAL-03 confirmed working in browser

added

patterns

Human-verify checkpoint pattern — code complete from prior plans; agent observes behavior, reports pass/fail against named criteria

created

modified

Phase 7 declared complete after human agent confirmed all 4 browser verification criteria pass — download, Signed badge, private storage 404, and access-control all verified

SIGN-07

LEGAL-03

0min

2026-03-21

Phase 7 Plan 03: Full Phase 7 Browser Verification Summary

All four Phase 7 browser verification criteria passed — agent download, Signed badge, private storage guard, and download-only-for-Signed confirmed working

Performance

Duration: < 1 min (human verification checkpoint, no code changes)
Started: 2026-03-21
Completed: 2026-03-21
Tasks: 1 (checkpoint:human-verify)
Files modified: 0

Accomplishments

Human agent verified that the "Download Signed PDF" button appears on Signed documents and that clicking it downloads the actual signed PDF with the drawn signature embedded
Human agent confirmed that the Status badge shows "Signed" and the Date Signed column is non-empty on the dashboard for signed documents
Human agent confirmed that /uploads/ and /uploads/clients/ return 404 — private storage guard is in effect and files are not accessible via guessable URLs
Human agent confirmed that Draft, Sent, and Viewed documents do NOT show a Download Signed PDF button

Task Commits

No code was changed in this plan — verification only.

Task 1: Full Phase 7 browser verification — checkpoint:human-verify, approved by human

Files Created/Modified

None — this plan is a human verification checkpoint with no code changes.

Decisions Made

Phase 7 declared complete after human confirmation of all 4 browser verification criteria
SIGN-07 and LEGAL-03 confirmed satisfied in the live browser environment

Deviations from Plan

None - plan executed exactly as written.

Issues Encountered

None.

User Setup Required

None - no external service configuration required.

Next Phase Readiness

Phase 7 (Audit Trail and Download) is complete. All v1 signing-related requirements are satisfied.
All 28 v1 requirements are mapped and verified complete.
Remaining incomplete phases: Phase 2 (Marketing Site) and Phase 5 (PDF Fill and Field Mapping) have open plans, but the core signing flow is production-ready.
No blockers for Phase 7 — the full signing ceremony (send, sign, download) is end-to-end verified.

Phase: 07-audit-trail-and-download Completed: 2026-03-21

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