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	in_progress	2026-03-21T20:13:00.000Z	total_phases completed_phases total_plans completed_plans 13 10 37 35

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 11 — Agent Saved Signature and Signing Workflow

Current Position

Phase: 11 of 13 (Agent Saved Signature and Signing Workflow) — IN PROGRESS Plan: 1 of 3 in phase 11 Status: In progress Last activity: 2026-03-21 — Phase 11 Plan 01 complete: agentSignatureData column + GET/PUT API routes + AgentSignaturePanel + /portal/profile page + PortalNav Profile link + FieldPlacer red Agent Signature token.

Progress: [██████████░░░] 77% (10/13 phases complete)

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 | | Phase 11-agent-saved-signature P01 | 8 | 2 tasks | 7 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
• [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

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 11-agent-saved-signature-and-signing-workflow/11-01-PLAN.md Resume file: None