698b414249
- Task 3 (human-verify checkpoint) approved: all 12 verification steps passed - Updated SUMMARY.md: tasks_completed 3, requirements-completed TXTF-01/02/03, verification section - STATE.md: Phase 12.1 marked complete; session stopped-at updated; decision recorded - ROADMAP.md: 12.1-01 and 12.1-02 plans marked complete ([x]); roadmap update-plan-progress confirmed 2/2 Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
136 lines
10 KiB
Markdown
136 lines
10 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: unknown
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last_updated: "2026-03-21T22:32:08.230Z"
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progress:
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total_phases: 14
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completed_phases: 14
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total_plans: 44
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completed_plans: 44
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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 11 — Agent Saved Signature and Signing Workflow
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## Current Position
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Phase: 12.1 (Per-Field Text Editing and Quick Fill) — COMPLETE
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Plan: 2 of 2 in phase 12.1 — COMPLETE (human verification approved)
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Status: Phase 12.1 fully complete — all three plans shipped; TXTF-01, TXTF-02, TXTF-03 satisfied and human-verified; next phase is 13 (AI Field Placement and Pre-fill)
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Last activity: 2026-03-21 — Phase 12.1 Plan 02: human approved all 12 verification steps; per-field text editing and quick-fill end-to-end verified; phase complete.
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## Accumulated Context
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### Roadmap Evolution
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- Phase 11.1 inserted after Phase 11: Agent and Client Initials (URGENT)
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Progress: [█████████████] 100% (13/13 phases complete)
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## Performance Metrics
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**Velocity:**
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- Total plans completed: 30 (v1.0 complete + Phase 8 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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| Phase 09-client-property-address P01 | 25 | 3 tasks | 7 files |
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| Phase 10-expanded-field-types-end-to-end P02 | 2 | 2 tasks | 2 files |
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| Phase 11-agent-saved-signature P01 | 8 | 2 tasks | 7 files |
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| Phase 11-agent-saved-signature P02 | 2 | 2 tasks | 2 files |
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| Phase 11-agent-saved-signature P03 | <1 | 1 task | 0 files |
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| Phase 11.1-agent-and-client-initials P01 | 2 | 2 tasks | 6 files |
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| Phase 11.1-agent-and-client-initials P02 | 4 | 2 tasks | 2 files |
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| Phase 12-filled-document-preview P01 | 5 | 2 tasks | 2 files |
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| Phase 12-filled-document-preview P02 | 25 | 3 tasks (2 auto + 1 human-verify) | 8 files |
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| Phase 12.1-per-field-text-editing-and-quick-fill P01 | 3 | 2 tasks | 4 files |
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| Phase 12.1-per-field-text-editing-and-quick-fill P02 | 5 | 2 auto tasks + 1 human-verify checkpoint | 2 files modified + 1 deleted |
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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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- [08-02]: Server-side filter in route.ts is the primary security boundary — client guards in SigningPageClient are defense-in-depth; direct API callers cannot see agent-signature coordinates
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- [08-02]: POST handler in route.ts intentionally untouched — signature embedding pipeline reads signatureFields from DB directly, not from client payload
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- [08-02]: Phase 8 ships atomically — 08-01 schema + 08-02 boundary enforcement active simultaneously; no intermediate state where type discriminant exists but filter is absent
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- [Phase 09-client-property-address]: TextFillForm initialData prop pattern: seed rows from Record<string,string> via buildInitialRows helper; pre-seeding done via prop not external controlled state
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- [Phase 09-client-property-address]: Empty string from FormData coerced to NULL via || null before DB write — blank optional fields never store empty string in postgres
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- [Phase 10-expanded-field-types-end-to-end]: date field signing date captured server-side (now hoisted before step 8) — not trusted from client payload
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- [Phase 10-expanded-field-types-end-to-end]: signableFields filter limits POST signaturesWithCoords to client-signature and initials only — eliminates 500 on mixed-field documents
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- [Phase 10-expanded-field-types-end-to-end]: all field box backgrounds transparent in preparePdf — omit color param from drawRectangle = no fill; underlying PDF content always visible
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- [Phase 10-expanded-field-types-end-to-end]: checkbox draws X lines only (no rectangle); FieldPlacer hides resize handles for checkbox (fixed 24x24pt, non-resizable)
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- [Phase 10-expanded-field-types-end-to-end]: date stamp at sign time draws text directly — no white overwrite rectangle needed since no placeholder was drawn at prepare time
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- [Phase 11-01]: Migration auto-named 0008_windy_cloak.sql by drizzle-kit; content is correct ALTER TABLE users ADD COLUMN agent_signature_data text
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- [Phase 11-01]: AgentSignaturePanel fully self-contained — local state, fetch/save within component, no external context needed
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- [Phase 11-01]: Agent Signature palette token is red #dc2626 to visually distinguish from client-facing field types
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- [Phase 11-02]: PDFImage embedded once before field loop and reused via drawImage in loop — embed-once-draw-many pattern
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- [Phase 11-02]: Session guard strengthened to !session?.user?.id in prepare route — required for TypeScript narrowing of session.user.id to string
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- [Phase 11-02]: 422 guard fires only when hasAgentSigFields && !agentSignatureData — documents with no agent-sig fields prepare normally
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- [Phase 11-03]: No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; Plan 03 is pure human E2E verification
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- [Phase 11-03]: All four AGENT requirements (AGENT-01 through AGENT-04) verified by human in a single 5-step live test
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- [Phase 11.1-01]: Migration auto-named 0009_luxuriant_catseye.sql; agentInitialsData TEXT added to users table
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- [Phase 11.1-01]: AgentInitialsPanel clones AgentSignaturePanel with 80px canvas and /api/agent/initials endpoint
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- [Phase 11.1-01]: isClientVisibleField() now guards both agent-signature and agent-initials from client signing session
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- [Phase 11.1-01]: Orange #ea580c chosen for agent-initials FieldPlacer token — distinct from red agent-signature, visually grouped as agent-owned
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- [Phase 11.1-02]: agentInitialsData added as 6th optional param with default null — existing call sites compile without modification
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- [Phase 11.1-02]: 422 guard for missing agent-initials placed after existing agent-signature guard — parallel pattern for agent-owned field types
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- [Phase 11.1-02]: Single DB query fetches both agentSignatureData and agentInitialsData via columns selector — one round-trip
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- [Phase 11.1-03]: No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; Plan 03 is pure human E2E verification
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- [Phase 11.1-03]: All four INIT requirements (INIT-01 through INIT-04) verified by human in a single 5-step live test
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- [Phase 12-filled-document-preview]: Preview route uses _preview_{timestamp}.pdf versioned path — never overwrites _prepared.pdf
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- [Phase 12-filled-document-preview]: try/finally ensures temp preview file deleted even if readFile throws
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- [Phase 12-filled-document-preview]: PreviewModal configures pdfjs.GlobalWorkerOptions.workerSrc independently — not inherited from PdfViewer module
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- [Phase 12-filled-document-preview]: previewToken state lifted to DocumentPageClient — PreparePanel and FieldPlacer are siblings in server component, cannot share state directly
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- [Phase 12-filled-document-preview]: DocumentPageClient created as minimal client wrapper — holds previewToken state, passes handleFieldsChanged to FieldPlacer chain, passes previewToken+setter to PreparePanel
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- [Phase 12-02]: PreviewModal uses ReactDOM.createPortal to document.body — escapes sticky sidebar stacking context; z-index 9999 with body scroll lock via useEffect
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- [Phase 12-02]: Text fill values drawn at placed field box coordinates (field.x+4, field.y+4) — sorted by page/y asc; font 6-11pt; fieldConsumedKeys prevents Strategy B double-render
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- [Phase 12-02]: Text fill UX redesign (per-field click-to-edit, quick-fill suggestions) deferred to Phase 12.1 — known gap, not a correctness blocker; PREV-01 complete
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- [Phase Phase 12.1-01]: preparePdf text fill is now keyed by SignatureFieldData.id (UUID) — direct lookup replaces positional sort; AcroForm Strategy A and Strategy B top-of-page fallback both removed
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- [Phase Phase 12.1-01]: FieldPlacer click-to-select uses onClick (fires only on no-drag clicks due to MouseSensor distance:5 threshold) — onPointerDown move handler is preserved and unaffected
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- [Phase Phase 12.1-01]: data-no-move attribute on the inline input onPointerDown stops move handler activation — consistent with existing delete button and resize handle pattern
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- [Phase 12.1-02]: textFillData starts as {} in DocumentPageClient — NOT seeded from clientPropertyAddress; old label-keyed seeding ({ propertyAddress: clientPropertyAddress }) is removed; quick-fill makes it trivial to insert the value once a field is selected
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- [Phase 12.1-02]: handleFieldValueChange and handleQuickFill are separate useCallback functions that both call setPreviewToken(null) — satisfies TXTF-03 staleness reset on every text change
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- [Phase 12.1-02]: defaultEmail reused for Client Email quick-fill button — already a PreparePanel prop (used for recipients pre-fill); no new prop needed (per research Pitfall 3)
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- [Phase 12.1-02]: Human approved all 12 per-field text editing and quick-fill verification steps; TXTF-01, TXTF-02, TXTF-03 satisfied; Phase 12.1 complete
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### Pending Todos
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None yet.
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### Blockers/Concerns
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- [Phase 12 - CARRY FORWARD]: Deployment target (Vercel serverless vs. self-hosted container) must be confirmed before production deploy — 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 12.1-per-field-text-editing-and-quick-fill/12.1-02-PLAN.md — human approved all 12 verification steps; phase 12.1 complete; ready for Phase 13
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Resume file: None
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