red/.planning/phases/16-multi-signer-ui/16-01-SUMMARY.md

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	01	ui	react typescript next.js multi-signer state-management	phase provides 14-multi-signer-schema DocumentSigner interface and documents.signers JSONB column phase provides 15-multi-signer-backend Backend APIs for multi-signer sending and token dispatch	signers state (DocumentSigner[]) in DocumentPageClient, seeded from server-side doc.signers unassignedFieldIds state (Set<string>) in DocumentPageClient for send-block validation Props threaded DocumentPageClient -> PreparePanel (signers, onSignersChange, unassignedFieldIds, onUnassignedFieldIdsChange) Props threaded DocumentPageClient -> PdfViewerWrapper -> PdfViewer -> FieldPlacer (signers, unassignedFieldIds)	16-02-prepare-panel-signer-list 16-03-field-placer-signer-assignment 16-04-send-block-validation	added patterns State lifted to DocumentPageClient as single source of truth for signers and unassignedFieldIds Optional prop threading pattern — new props added as optional to all components in chain; defaults applied at FieldPlacer leaf	created modified teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewerWrapper.tsx teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx	PreparePanel interface extended with optional signers props in this plan so TypeScript compiles cleanly — Wave 2 plans will consume these props Prop threading uses optional types throughout the chain with sensible defaults ([] and new Set()) at FieldPlacer leaf	Multi-signer state lives in DocumentPageClient — single owner, threads down to both PreparePanel and PdfViewer chain unassignedFieldIds uses Set<string> to enable O(1) field lookup in FieldPlacer render loop	MSIGN-01 MSIGN-02 MSIGN-03	5min	2026-04-03

Phase 16 Plan 01: Multi-Signer UI State Wiring Summary

DocumentSigner[] and unassignedFieldIds Set state added to DocumentPageClient and threaded down to PreparePanel and FieldPlacer (via PdfViewerWrapper/PdfViewer) for Wave 2 consumption

Performance

• Duration: 5 min
• Started: 2026-04-03T22:16:00Z
• Completed: 2026-04-03T22:21:25Z
• Tasks: 2
• Files modified: 6

Accomplishments

• Server page now passes doc.signers ?? [] as initialSigners to DocumentPageClient
• DocumentPageClient owns signers: DocumentSigner[] and unassignedFieldIds: Set<string> state
• Both states threaded to PreparePanel and the full PdfViewerWrapper -> PdfViewer -> FieldPlacer chain
• TypeScript compiles clean with zero errors

Task Commits

Each task was committed atomically:

1. Task 1: Thread signers state through DocumentPageClient - ac1f1d6 (feat)
2. Task 2: Thread signers and unassignedFieldIds through PdfViewerWrapper to FieldPlacer - 9da2cc6 (feat)

Files Created/Modified

• src/app/portal/(protected)/documents/[docId]/page.tsx - Added initialSigners={doc.signers ?? []} prop
• src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx - Added signers/unassignedFieldIds state, DocumentSigner import, prop threading
• src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx - Added optional signers/onSignersChange/unassignedFieldIds/onUnassignedFieldIdsChange to interface
• src/app/portal/(protected)/documents/[docId]/_components/PdfViewerWrapper.tsx - Added signers/unassignedFieldIds props, pass-through to PdfViewer
• src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx - Added signers/unassignedFieldIds props, pass-through to FieldPlacer
• src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx - Added DocumentSigner import, signers/unassignedFieldIds to FieldPlacerProps with defaults

Decisions Made

• PreparePanel's interface was extended with the new optional props in this plan (not Wave 2) to keep TypeScript clean. The props are accepted but not yet consumed in PreparePanel's render output — that is Wave 2 work.
• Prop threading uses optional types (signers?: DocumentSigner[]) across all intermediate components, with defaults applied only at the leaf (FieldPlacer: signers = [], unassignedFieldIds = new Set()).

Deviations from Plan

Auto-fixed Issues

1. [Rule 2 - Missing Critical] Extended PreparePanel interface to accept new multi-signer props

• Found during: Task 1 (thread signers state through DocumentPageClient)
• Issue: DocumentPageClient was passing signers, onSignersChange, unassignedFieldIds, and onUnassignedFieldIdsChange to PreparePanel but PreparePanel's interface didn't declare these props — TypeScript would error
• Fix: Added four optional props to PreparePanelProps interface with a comment noting they are consumed in Wave 2
• Files modified: PreparePanel.tsx
• Verification: npx tsc --noEmit passes with zero errors
• Committed in: ac1f1d6 (Task 1 commit)

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Total deviations: 1 auto-fixed (1 missing critical — interface extension needed for compile) Impact on plan: Necessary for correctness. PreparePanel was a direct recipient of the new props and had to be aware of them. No scope creep.

Issues Encountered

None — TypeScript resolved cleanly after the single interface extension.

Known Stubs

None — this plan wires state and props only. No data is rendered yet. Wave 2 plans will build the UI that consumes these props.

User Setup Required

None - no external service configuration required.

Next Phase Readiness

• Wave 2 plans (16-02 signer list UI, 16-03 FieldPlacer active signer, 16-04 send-block validation) can now receive signers and unassignedFieldIds as props — the full prop chain is established
• No blockers

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