2468fdb21c
- 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
78 lines
2.8 KiB
Markdown
78 lines
2.8 KiB
Markdown
---
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gsd_state_version: 1.0
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milestone: v1.1
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milestone_name: smart-document-preparation
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status: in-progress
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last_updated: "2026-03-21"
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progress:
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total_phases: 13
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completed_phases: 7
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total_plans: 43
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completed_plans: 29
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---
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# Project State
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## Project Reference
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See: .planning/PROJECT.md (updated 2026-03-21)
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**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.
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**Current focus:** Phase 8 — Schema Foundation and Signing Page Safety (v1.1 start)
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## Current Position
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Phase: 8 of 13 (Schema Foundation and Signing Page Safety)
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Plan: 1 of 2 in current phase (08-01 complete)
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Status: In progress
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Last activity: 2026-03-21 — 08-01 complete: SignatureFieldType discriminant, getFieldType, isClientVisibleField added to schema.ts; Drizzle snapshot 0006 created
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Progress: [███████░░░░░░] 54% (7/13 phases complete)
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## Performance Metrics
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**Velocity:**
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- Total plans completed: 28 (v1.0 complete)
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- Average duration: ~4 min/plan
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- Total execution time: ~2 hours
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**By Phase:**
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| Phase | Plans | Avg/Plan |
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|-------|-------|----------|
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| v1.0 phases 1-7 | 28 | ~4 min |
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**Recent Trend:**
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- Trend: Stable
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*Updated after each plan completion*
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## Accumulated Context
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### Decisions
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Decisions are logged in PROJECT.md Key Decisions table.
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Recent decisions affecting v1.1 work:
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- [v1.1 Research]: Use pdfjs-dist legacy build (already installed via react-pdf) for server-side PDF text extraction — no new dependency
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- [v1.1 Research]: Use manual `json_schema` response_format for OpenAI — do NOT use `zodResponseFormat` (broken with Zod v4, confirmed issues #1540, #1602, #1709)
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- [v1.1 Research]: Agent signature stored as base64 PNG TEXT column on users table (2-8KB) — no new file storage needed
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- [v1.1 Research]: Phase 8 must ship atomically (schema discriminant + signing page filter) before any new field type can be placed or sent
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- [08-01]: SignatureFieldType.type is optional on SignatureFieldData — v1.0 JSONB documents have no type; getFieldType() coalesces to 'client-signature'
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- [08-01]: isClientVisibleField() returns false only for 'agent-signature' — all other types including legacy documents are client-visible
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### Pending Todos
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None yet.
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### Blockers/Concerns
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- [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)
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- [Phase 13]: AI coordinate accuracy on real Utah forms is untested — integration test with full 20-page Utah REPC required before Phase 13 ships
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## Session Continuity
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Last session: 2026-03-21
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Stopped at: Completed 08-01-PLAN.md — SignatureFieldType discriminant, helper exports, and migration snapshot added
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Resume file: None
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