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5c1ea3568eb5b8e29b523cd6eba1c8556f0c3b1b
red/.planning/phases/06-signing-flow/06-04-SUMMARY.md
Chandler Copeland 5c1ea3568e docs(06-04): complete signature modal + submission plan — SUMMARY, STATE, ROADMAP updated 
- SignatureModal with Draw/Type/Use Saved tabs (signature_pad DPR scaling)
- POST /api/sign/[token] atomic one-time claim, PDF embed, SHA-256 hash, audit trail
- SIGN-04, SIGN-05, LEGAL-01, LEGAL-02 requirements complete
2026-03-20 11:39:10 -06:00

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phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, requirements-completed, duration, completed
phase plan subsystem tags requires provides affects tech-stack key-files key-decisions requirements-completed duration completed
06-signing-flow 04 ui+api
signature-modal
signature_pad
mobile-canvas
draw-type-saved
atomic-submission
pdf-embed
sha256
audit-trail
one-time-enforcement
phase provides
06-signing-flow/06-01 embedSignatureInPdf(), logAuditEvent(), signingTokens table, verifySigningToken()
phase provides
06-signing-flow/06-02 sendAgentNotificationEmail()
phase provides
06-signing-flow/06-03 SigningPageClient.tsx with onFieldClick stub, signaturesRef, signedFields state
SignatureModal
Draw/Type/Use Saved tabs with signature_pad (devicePixelRatio scaling, touch-none)
SigningPageClient wired to modal
field click opens modal, confirmed field shows preview image
POST /api/sign/[token]
atomic one-time claim, PDF embedding, SHA-256 hash, full audit trail
/sign/[token]/confirmed
success page for post-submission redirect
06-05
added patterns
signature_pad initialized with devicePixelRatio scaling — canvas.width/height = offsetWidth/Height * ratio; ctx.scale(ratio, ratio) before mounting SignaturePad
Typed signature rendered via offscreen canvas (document.createElement('canvas')) in Dancing Script 700 at 44px
Use Saved tab conditioned on localStorage key 'teressa_homes_saved_signature' — only appears if saved sig exists
Atomic one-time token claim via Drizzle UPDATE...WHERE isNull(usedAt).returning() — 0 rows returned = 409, no PDF written
Coordinates for PDF embedding always from DB signatureFields, never from request body
Fire-and-forget email via .then().catch() — sendAgentNotificationEmail failure does not fail the signing response
/sign/[token]/confirmed is a static server component — no token re-validation (submission already committed)
created modified
teressa-copeland-homes/src/app/sign/[token]/_components/SignatureModal.tsx
teressa-copeland-homes/src/app/sign/[token]/confirmed/page.tsx
teressa-copeland-homes/src/app/sign/[token]/_components/SigningPageClient.tsx
teressa-copeland-homes/src/app/api/sign/[token]/route.ts
signedFields changed from Set<string> to Map<string,string> (fieldId->dataURL) to support preview image rendering in field overlays
handleSubmit in SigningPageClient POSTs to /api/sign/[token] and navigates to /sign/[token]/confirmed on 200 or 409
Confirmed page is static (no token validation) — the submission already committed the token as used; re-validating would return 'used' state
Agent notification email uses fire-and-forget pattern — email failure must never prevent the signing confirmation from reaching the client
void save pattern in handleModalConfirm — save flag acknowledged but localStorage write happens inside SignatureModal before onConfirm fires
SIGN-04
SIGN-05
LEGAL-01
LEGAL-02
7min 2026-03-20

Phase 6 Plan 04: Signature Modal + Submission Route Summary

SignatureModal with Draw/Type/Use Saved tabs (signature_pad + devicePixelRatio), POST /api/sign/[token] with atomic one-time-use enforcement, SHA-256 PDF hash, and full LEGAL-01/LEGAL-02 audit trail

Performance

  • Duration: 7 min
  • Started: 2026-03-20T17:33:56Z
  • Completed: 2026-03-20T17:40:56Z
  • Tasks: 2
  • Files modified: 4

Accomplishments

  • SignatureModal.tsx: Draw tab with signature_pad (devicePixelRatio scaling + touch-action:none for mobile), Type tab with Dancing Script cursive preview, Use Saved tab conditionally shown from localStorage
  • Save for later checkbox persists drawn/typed signature to localStorage under teressa_homes_saved_signature key
  • SigningPageClient.tsx: modal wired to field click, signedFields Map tracks fieldId->dataURL, signed overlays show preview image
  • POST /api/sign/[token]: atomic UPDATE...WHERE usedAt IS NULL RETURNING — 0 rows = 409, PDF never written on race condition
  • embedSignatureInPdf called with server-side field coordinates (never client-supplied x/y)
  • pdfHash (SHA-256) and signedFilePath stored in documents table; document status updated to Signed
  • signature_submitted and pdf_hash_computed audit events logged (completing LEGAL-01 full 6-event audit trail)
  • Fire-and-forget sendAgentNotificationEmail — email failure never fails the signing response
  • /sign/[token]/confirmed success page created for post-submission redirect
  • npm run build passes cleanly; /sign/[token]/confirmed visible in route manifest

Task Commits

Each task was committed atomically:

  1. Task 1: SignatureModal + SigningPageClient wiring - 05b5207 (feat)
  2. Task 2: POST /api/sign/[token] + confirmed page - d445c28 (feat)

Plan metadata: (docs commit — see below)

Files Created/Modified

  • teressa-copeland-homes/src/app/sign/[token]/_components/SignatureModal.tsx - Draw/Type/Use Saved modal; signature_pad with DPR scaling; Dancing Script typed rendering; localStorage save/load
  • teressa-copeland-homes/src/app/sign/[token]/_components/SigningPageClient.tsx - Updated: modal state, signedFields Map, handleModalConfirm, handleSubmit POST, field preview images
  • teressa-copeland-homes/src/app/api/sign/[token]/route.ts - Added POST handler: atomic token claim, audit events, PDF embed, hash storage, document status update, agent notification
  • teressa-copeland-homes/src/app/sign/[token]/confirmed/page.tsx - Static success page: branded header, green checkmark, "Document Signed" message

Decisions Made

  • signedFields type changed from Set<string> to Map<string, string> (fieldId -> dataURL) — needed to render the signature preview image inside each signed overlay.
  • handleSubmit wired directly in SigningPageClient (not as a prop from the server component) — the token is already available as a prop; no need to thread a submit handler through the component tree.
  • /sign/[token]/confirmed is a static server component with no token validation — re-validation at this point would return used state (because the POST already set usedAt). The user has already confirmed submission.
  • sendAgentNotificationEmail is fire-and-forget via .then().catch() to avoid blocking the signing response on email delivery.
  • clientName for the agent email falls back to doc.name — the sendAgentNotificationEmail signature expects clientName; we use document name as a reasonable fallback when client lookup isn't worth an extra join.

Deviations from Plan

Auto-fixed Issues

1. [Rule 2 - Missing Critical] Created /sign/[token]/confirmed page

  • Found during: Task 2 (POST handler)
  • Issue: The POST handler returns { ok: true } and the client-side handleSubmit navigates to /sign/${token}/confirmed. Without this page, the redirect would land on a Next.js 404. The plan specified the redirect behavior but did not include a confirmed page task.
  • Fix: Created a static server component at /sign/[token]/confirmed/page.tsx with a branded success UI.
  • Files modified: teressa-copeland-homes/src/app/sign/[token]/confirmed/page.tsx (new)
  • Commit: d445c28 (Task 2 commit)

Total deviations: 1 auto-fixed (Rule 2 — missing critical confirmed landing page) Impact on plan: Necessary for correctness — the POST redirect would 404 without it. Simple static page, no scope creep.

Issues Encountered

None.

User Setup Required

None — no external service configuration required for this plan.

Next Phase Readiness

Phase 6 Plan 04 completes the core signing capture and submission loop:

  • Clients can draw, type, or reuse a saved signature for each field
  • Submitting POSTs all captured signatures; the server atomically claims the token, embeds all signatures at server-stored coordinates, records SHA-256 hash, updates document status to Signed
  • Full LEGAL-01 audit trail (6 events: document_prepared, email_sent, link_opened, document_viewed, signature_submitted, pdf_hash_computed) is now complete
  • LEGAL-02 SHA-256 hash stored in documents.pdfHash
  • Plan 05 can read signedFilePath to allow the agent to download the signed PDF from the portal

Phase: 06-signing-flow Completed: 2026-03-20

Self-Check: PASSED

  • FOUND: teressa-copeland-homes/src/app/sign/[token]/_components/SignatureModal.tsx
  • FOUND: teressa-copeland-homes/src/app/sign/[token]/_components/SigningPageClient.tsx
  • FOUND: teressa-copeland-homes/src/app/api/sign/[token]/route.ts
  • FOUND: teressa-copeland-homes/src/app/sign/[token]/confirmed/page.tsx
  • FOUND: .planning/phases/06-signing-flow/06-04-SUMMARY.md
  • Commit 05b5207 verified in git log
  • Commit d445c28 verified in git log
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