red/.planning/STATE.md

gsd_state_version, milestone, milestone_name, status, last_updated, progress

gsd_state_version	milestone	milestone_name	status	last_updated	progress
1.0	v1.1	Smart Document Preparation	unknown	2026-03-21T18:51:29.718Z	total_phases completed_phases total_plans completed_plans 10 9 34 33

Project State

Project Reference

See: .planning/PROJECT.md (updated 2026-03-21)

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 focus: Phase 10 — Expanded Field Types End-to-End

Current Position

Phase: 10 of 13 (Expanded Field Types End-to-End) — IN PROGRESS Plan: 1 of 3 in phase 10 (10-01 complete — 5-token typed palette, handleDragEnd with correct types and checkbox 24x24pt, renderFields with per-type colors and labels) Status: In progress Last activity: 2026-03-21 — 10-01 complete: parameterized DraggableToken, PALETTE_TOKENS with 5 typed tokens, isDraggingToken string|null for per-type DragOverlay, handleDragEnd writes type property + checkbox 24x24pt, renderFields per-type label/color

Progress: [█████████░░░░] 69% (9/13 phases complete — phase 10 in progress)

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

Updated after each plan completion | Phase 09-client-property-address P01 | 25 | 3 tasks | 7 files | | Phase 10-expanded-field-types-end-to-end P02 | 2 | 2 tasks | 2 files |

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

Pending Todos

None yet.

Blockers/Concerns

• [Phase 12]: Deployment target (Vercel serverless vs. self-hosted container) must be confirmed before implementing preview route — write-to-disk preview pattern silently fails on Vercel serverless (ephemeral filesystem)
• [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: 2026-03-21 Stopped at: Completed 10-01-PLAN.md — 5-token typed palette, per-type DragOverlay ghost, typed handleDragEnd (checkbox 24x24pt, others 144x36pt), renderFields per-type label and color Resume file: None