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Chandler Copeland e17b2655f1 docs(phase-16): complete phase execution — 4/4 plans, human UAT deferred

2026-04-03 16:36:55 -06:00

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gsd_state_version, milestone, milestone_name, status, stopped_at, last_updated, last_activity, progress

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milestone

milestone_name

status

stopped_at

last_updated

last_activity

progress

1.0

v1.1

Smart Document Preparation

executing

Completed 16-01-PLAN.md — multi-signer state wiring through component tree

2026-04-03T22:36:51.933Z

2026-04-03

total_phases	completed_phases	total_plans	completed_plans	percent
18	17	56	55	100

Project State

Project Reference

See: .planning/PROJECT.md (updated 2026-04-03)

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 Position

Phase: 16 Plan: Not started Status: Ready to execute Last activity: 2026-04-03

Note on v1.1

v1.1 (Smart Document Preparation) is complete except Phase 13 Plan 04 (E2E verification checkpoint). All feature code is implemented. Run /gsd:plan-phase 13 to execute that final verification plan if needed.

Note on v1.2

v1.2 (Multi-Signer and Deployment Hardening) roadmap is defined. Four phases planned:

Phase 14: Multi-Signer Schema — additive DB migration, enables Phases 15+16
Phase 15: Multi-Signer Backend — token loop, signer-aware signing flow, atomic completion
Phase 16: Multi-Signer UI — PreparePanel signer list, FieldPlacer color-coding, send validation
Phase 17: Docker Deployment — three-stage Dockerfile, env_file secrets, health endpoint

Start v1.2 after Phase 13 Plan 04 completes: /gsd:plan-phase 14

Accumulated Context

Roadmap Evolution

Phase 11.1 inserted after Phase 11: Agent and Client Initials (URGENT)
v1.2 roadmap created 2026-04-03: Phases 14-17 (Multi-Signer + Docker Deployment)

Progress: [█████████████] 100% (13/13 phases complete — v1.1 scope)

Performance Metrics

Velocity:

Total plans completed: 30 (v1.0 complete + Phase 8 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

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
[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
[08-02]: POST handler in route.ts intentionally untouched — signature embedding pipeline reads signatureFields from DB directly, not from client payload
[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
[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
[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
[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
[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
[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
[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)
[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
[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
[Phase 11-01]: AgentSignaturePanel fully self-contained — local state, fetch/save within component, no external context needed
[Phase 11-01]: Agent Signature palette token is red #dc2626 to visually distinguish from client-facing field types
[Phase 11-02]: PDFImage embedded once before field loop and reused via drawImage in loop — embed-once-draw-many pattern
[Phase 11-02]: Session guard strengthened to !session?.user?.id in prepare route — required for TypeScript narrowing of session.user.id to string
[Phase 11-02]: 422 guard fires only when hasAgentSigFields && !agentSignatureData — documents with no agent-sig fields prepare normally
[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
[Phase 11-03]: All four AGENT requirements (AGENT-01 through AGENT-04) verified by human in a single 5-step live test
[Phase 11.1-01]: Migration auto-named 0009_luxuriant_catseye.sql; agentInitialsData TEXT added to users table
[Phase 11.1-01]: AgentInitialsPanel clones AgentSignaturePanel with 80px canvas and /api/agent/initials endpoint
[Phase 11.1-01]: isClientVisibleField() now guards both agent-signature and agent-initials from client signing session
[Phase 11.1-01]: Orange #ea580c chosen for agent-initials FieldPlacer token — distinct from red agent-signature, visually grouped as agent-owned
[Phase 11.1-02]: agentInitialsData added as 6th optional param with default null — existing call sites compile without modification
[Phase 11.1-02]: 422 guard for missing agent-initials placed after existing agent-signature guard — parallel pattern for agent-owned field types
[Phase 11.1-02]: Single DB query fetches both agentSignatureData and agentInitialsData via columns selector — one round-trip
[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
[Phase 11.1-03]: All four INIT requirements (INIT-01 through INIT-04) verified by human in a single 5-step live test
[Phase 12-filled-document-preview]: Preview route uses preview{timestamp}.pdf versioned path — never overwrites _prepared.pdf
[Phase 12-filled-document-preview]: try/finally ensures temp preview file deleted even if readFile throws
[Phase 12-filled-document-preview]: PreviewModal configures pdfjs.GlobalWorkerOptions.workerSrc independently — not inherited from PdfViewer module
[Phase 12-filled-document-preview]: previewToken state lifted to DocumentPageClient — PreparePanel and FieldPlacer are siblings in server component, cannot share state directly
[Phase 12-filled-document-preview]: DocumentPageClient created as minimal client wrapper — holds previewToken state, passes handleFieldsChanged to FieldPlacer chain, passes previewToken+setter to PreparePanel
[Phase 12-02]: PreviewModal uses ReactDOM.createPortal to document.body — escapes sticky sidebar stacking context; z-index 9999 with body scroll lock via useEffect
[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
[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
[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
[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
[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
[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
[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
[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)
[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
[Phase 13-ai-field-placement-and-pre-fill]: Manual json_schema response_format confirmed required — zodResponseFormat broken with Zod v4.3.6 (issues #1540, #1602, #1709)
[Phase 13-ai-field-placement-and-pre-fill]: Standard field sizes (checkbox=24x24, others=144x36pt) override AI widthPct/heightPct for consistency with FieldPlacer defaults
[Phase 13-ai-field-placement-and-pre-fill]: textFillData keyed by UUID assigned in route handler — matches Phase 12.1 design where DocumentPageClient uses field.id as key
[Phase 13-ai-field-placement-and-pre-fill]: GlobalWorkerOptions.workerSrc='' set at module level in extract-text.ts for Node.js fake-worker mode; client components set workerSrc independently
[Phase 13-02]: OPENAI_API_KEY guard in ai-prepare route returns 503 — distinguishes config error from 500 server error; more actionable for agent
[Phase 13-02]: try/catch wraps extractPdfText + classifyFieldsWithAI together — single error boundary returns 500 with error message string
[Phase 13-02]: ai-prepare route does NOT change document status — stays Draft so agent can review and adjust AI-placed fields before prepare/send
[Phase 13-02]: Path traversal guard placed before AI calls — fail fast without expensive PDF extraction on invalid paths
[Phase 13-03]: aiPlacementKey integer incremented via setAiPlacementKey(k => k + 1) — functional update prevents stale closure issues
[Phase 13-03]: textFillData is MERGED not replaced — preserves manually typed values while AI values take precedence
[Phase 13-03]: AI button uses violet bg-violet-600 to visually distinguish from gray Preview and blue Prepare-and-Send
[Phase 14-multi-signer-schema]: documents.signers JSONB shape is { email, color }[] so Phase 16 can retrieve consistent per-signer colors from DB without recalculating
[Phase 14-multi-signer-schema]: completionTriggeredAt nullable TIMESTAMP used as atomic completion guard — Phase 14 adds column; Phase 15 owns write logic
[Phase 14-multi-signer-schema]: No Partially Signed enum added — partial state computed dynamically by counting usedAt IS NOT NULL tokens in Phase 16
[Phase 15]: signer-download token is 72h with no DB record — same pattern as agent-download, longer TTL for signer latency
[Phase 15]: signerEmail stored in DB only (not JWT payload) — keeps token minimal, consistent with D-03
[Phase 15-multi-signer-backend]: Promise.all fail-fast for multi-signer send: one email failure rolls back entire send, agent retries — consistent with legacy single-signer behavior
[Phase 15-multi-signer-backend]: APP_BASE_URL replaces NEXT_PUBLIC_BASE_URL for signing URLs — server-side env var correct for API routes
[Phase 15-03]: GET filter uses tokenRow.signerEmail — null = legacy returns all isClientVisibleField fields (D-04, D-05)
[Phase 15-03]: POST accumulate: signedFilePath as working PDF — each signer reads latest, writes JTI-keyed partial (D-10)
[Phase 15-03]: completionTriggeredAt atomic guard ensures only one concurrent handler sets status=Signed and sends completion emails (D-07, D-08)
[Phase 16-multi-signer-ui]: DocumentPageClient owns signers and unassignedFieldIds state as single source of truth, threaded to PreparePanel and FieldPlacer chain
[Phase 16-multi-signer-ui]: Optional prop threading pattern with defaults at FieldPlacer leaf — backwards-compatible, Wave 2 wave plans consume props without breaking existing behavior

v1.2 Pre-decisions (from research)

[v1.2 Research]: Schema-first approach — Phase 14 schema deploys before any multi-signer app code to avoid hard-to-unwind bugs
[v1.2 Research]: signerEmail on signingTokens is nullable (TEXT) — legacy tokens have no signer; backfill via JOIN to client email in migration
[v1.2 Research]: completionTriggeredAt guard column uses UPDATE WHERE IS NULL RETURNING pattern — same as existing token claim; zero rows returned means another handler won
[v1.2 Research]: Per-signer PDF accumulation via pg_advisory_xact_lock(hashtext(documentId)) — existing embedSignatureInPdf() unchanged
[v1.2 Research]: NEXT_PUBLIC_BASE_URL renamed to APP_BASE_URL before Docker image build — prevents localhost being baked into signing link URLs
[v1.2 Research]: node:20-slim (Debian) required for @napi-rs/canvas glibc compatibility — do NOT use Alpine (musl libc incompatible)
[v1.2 Research]: Neon connection pool set to max:5 — prevents connection exhaustion on free tier
[v1.2 Research]: @vercel/blob is a dead dependency — remove before Phase 17 to prevent accidental use in Docker deployment

Pending Todos

None yet.

Blockers/Concerns

[Phase 12 - CARRY FORWARD]: Deployment target confirmed as Docker (Phase 17 addresses this) — write-to-disk preview pattern is valid for self-hosted container
[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: 2026-04-03T22:22:26.858Z Stopped at: Completed 16-01-PLAN.md — multi-signer state wiring through component tree Resume file: None

16 KiB Raw Blame History

Project State

Project Reference

Current Position

Note on v1.1

Note on v1.2

Accumulated Context

Roadmap Evolution

Performance Metrics

Accumulated Context

Decisions

v1.2 Pre-decisions (from research)

Pending Todos

Blockers/Concerns

Session Continuity

16 KiB

Raw Blame History