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Chandler Copeland 2468fdb21c docs(08-01): complete schema foundation plan — SignatureFieldType discriminant

- Create 08-01-SUMMARY.md with full task documentation and deviation notes
- Update STATE.md: plan 1 of 2 complete, decisions recorded, session updated
- Update ROADMAP.md: phase 8 progress 1/2, 08-01-PLAN.md marked complete

2026-03-21 11:50:09 -06:00

2.8 KiB

Raw Blame History

gsd_state_version, milestone, milestone_name, status, last_updated, progress

gsd_state_version

milestone

milestone_name

status

last_updated

progress

1.0

v1.1

smart-document-preparation

in-progress

2026-03-21

total_phases	completed_phases	total_plans	completed_plans
13	7	43	29

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 8 — Schema Foundation and Signing Page Safety (v1.1 start)

Current Position

Phase: 8 of 13 (Schema Foundation and Signing Page Safety) Plan: 1 of 2 in current phase (08-01 complete) Status: In progress Last activity: 2026-03-21 — 08-01 complete: SignatureFieldType discriminant, getFieldType, isClientVisibleField added to schema.ts; Drizzle snapshot 0006 created

Progress: [███████░░░░░░] 54% (7/13 phases complete)

Performance Metrics

Velocity:

Total plans completed: 28 (v1.0 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

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 08-01-PLAN.md — SignatureFieldType discriminant, helper exports, and migration snapshot added Resume file: None

2.8 KiB Raw Blame History