Files
red/.planning/phases/16-multi-signer-ui/16-04-SUMMARY.md
Chandler Copeland 64c1b5b8ae docs(16-04): complete dashboard N/M signed badge plan
- Add 16-04-SUMMARY.md
- Update STATE.md: advance plan, update progress, record metrics and session
2026-04-03 16:32:42 -06:00

4.0 KiB

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
16-multi-signer-ui 04 ui
drizzle-orm
postgresql
dashboard
signing
multi-signer
phase provides
16-02 signingTokens table and per-signer token rows
phase provides
16-03 documents.signers JSONB field populated on send
Dashboard query enriched with signedCount, totalSigners, hasMultipleSigners per document row
N/M signed badge rendered in DocumentsTable Status column for multi-signer Sent documents
17-deployment
any future dashboard columns
added patterns
Single batched token-count query + Map lookup avoids N+1 on dashboard load
DocumentRow type extended with optional fields — backward-compatible, no breaking changes
created modified
teressa-copeland-homes/src/app/portal/(protected)/dashboard/page.tsx
teressa-copeland-homes/src/app/portal/_components/DocumentsTable.tsx
Badge uses bg-blue-50 text-blue-700 per UI-SPEC section 5 (plan success criteria listed bg-amber-50 but UI-SPEC is authoritative)
Token counts fetched in a single grouped query and joined via Map — no subquery join complexity
hasMultipleSigners computed as Array.isArray(signers) && signers.length > 0 — null signers treated as single-signer
Dashboard enrichment pattern: select base rows, batch-fetch aggregates, combine via Map
MSIGN-09
5min 2026-04-03

Phase 16 Plan 04: Dashboard N/M Signed Badge Summary

Server-side N/M signed badge in dashboard for multi-signer Sent documents, computed from signingTokens with single batched query

Performance

  • Duration: ~5 min
  • Started: 2026-04-03T00:00:00Z
  • Completed: 2026-04-03T00:05:00Z
  • Tasks: 2
  • Files modified: 2

Accomplishments

  • Dashboard page query now imports signingTokens and fetches total/signed token counts per document in one grouped query (no N+1)
  • Row enrichment adds signedCount, totalSigners, and hasMultipleSigners to every row before passing to DocumentsTable
  • DocumentsTable DocumentRow type extended with optional new fields (backward-compatible)
  • N/M badge renders inline after StatusBadge only for multi-signer (hasMultipleSigners=true) documents with status "Sent"
  • Fully-signed documents show only the existing Signed badge (D-13)
  • Single-signer documents show no badge (D-12)

Task Commits

  1. Task 1: Add signing token counts to dashboard query - ad4e27a (feat)
  2. Task 2: Render N/M signed badge in DocumentsTable Status column - 29557f0 (feat)

Plan metadata: (docs commit follows)

Files Created/Modified

  • teressa-copeland-homes/src/app/portal/(protected)/dashboard/page.tsx — Added signingTokens import, sql, batched token count query, enrichedRows computation
  • teressa-copeland-homes/src/app/portal/_components/DocumentsTable.tsx — Extended DocumentRow type, added conditional N/M badge render in Status td

Decisions Made

  • Badge color: bg-blue-50 text-blue-700 per UI-SPEC section 5 (Component Inventory section 5). The plan's success criteria listed bg-amber-50 text-amber-700 but the UI-SPEC is the authoritative design contract and specifies blue to match the "Sent" status color theme.
  • Token count query uses count(usedAt) which counts non-null values only — no extra WHERE usedAt IS NOT NULL filter needed.

Deviations from Plan

None - plan executed exactly as written. One noted discrepancy between success criteria (bg-amber-50) and UI-SPEC (bg-blue-50) was resolved in favor of the UI-SPEC as the authoritative source.

Issues Encountered

None. TypeScript compiled clean on both tasks.

Known Stubs

None. Badge is fully wired to live database token counts.

Next Phase Readiness

  • Phase 16 plans 01-04 all complete. Multi-signer UI is fully implemented.
  • Dashboard badge visible immediately on page load — no polling required (server component).

Phase: 16-multi-signer-ui Completed: 2026-04-03