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Chandler Copeland b94720bde8 docs(03-03): complete dashboard and clients plan summary

2026-03-19 16:54:35 -06:00

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gsd_state_version, milestone, milestone_name, status, last_updated, progress

gsd_state_version

milestone

milestone_name

status

last_updated

progress

1.0

v1.0

milestone

unknown

2026-03-19T22:53:59.607Z

total_phases	completed_phases	total_plans	completed_plans
3	2	10	9

Project State

Project Reference

See: .planning/PROJECT.md (updated 2026-03-19)

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 3 - Agent Portal Shell

Current Position

Phase: 3 of 7 (Agent Portal Shell) — In Progress Plan: 03-03 complete (3 of 4 plans in phase complete) Status: Phase 3 in progress — portal layout, nav, shared components, client actions, dashboard page, and clients card grid complete; awaiting 03-04 (client profile page) start Last activity: 2026-03-19 — Plan 03-03 complete: Dashboard page (filterable documents table), Clients page (card grid + create modal), and seed data (2 clients + 4 documents)

Progress: [█████░░░░░] 50%

Performance Metrics

Velocity:

Total plans completed: 2
Average duration: 4 min
Total execution time: 0.1 hours

By Phase:

Phase	Plans	Total	Avg/Plan
01-foundation	2/3	8 min	4 min
02-marketing-site	2/3	8 min	4 min

Recent Trend:

Last 5 plans: 01-01 (6 min), 01-02 (2 min), 02-01 (4 min), 02-02 (4 min)
Trend: stable

Accumulated Context

Decisions

Decisions are logged in PROJECT.md Key Decisions table. Recent decisions affecting current work:

Custom e-signature over DocuSign: lower ongoing cost for solo agent; full brand control
Next.js full-stack: single repo for marketing + web app via API routes
Email-link signing (no client account): lowest friction for clients; standard in real estate
utahrealestate.com forms scraping: AVOID — violates ToS; use manual PDF upload instead
Infrastructure: local PostgreSQL (Docker) + local npm run dev; no Vercel, no Neon, no cloud storage — home Docker server is eventual target
[Phase 01-foundation]: Lazy Proxy singleton for db/index.ts prevents neon() crash during Next.js build when DATABASE_URL absent
[Phase 01-foundation]: next-auth pinned to exact version 5.0.0-beta.30; middleware.ts at project root not src/; force-dynamic on auth route
[Phase 01-foundation 01-02]: PasswordField extracted as co-located client sub-component — keeps login page.tsx as pure server component
[Phase 01-foundation 01-02]: loginAction re-throws non-AuthError (NEXT_REDIRECT must bubble) — critical Auth.js v5 server action pattern
[Phase 01-foundation 01-02]: Brand colors applied via inline style props — Tailwind JIT may miss one-off hex values
[Phase 02-marketing-site]: CSS hover classes in server components — onMouseEnter/onMouseLeave not valid in server component props; use className with style blocks instead
[Phase 02-marketing-site]: lucide-react installed for marketing site icons (Home, Menu, X, ChevronLeft, ChevronRight)
[Phase 02-marketing-site 02-02]: nodemailer pinned to ^7.0.7 — v8 conflicts with next-auth@5.0.0-beta.30 peerOptional dep
[Phase 02-marketing-site 02-02]: useActionState imported from 'react' not 'react-dom' — React 19 canonical API (useFormState removed in React 19)
[Phase 02-marketing-site 02-02]: Honeypot silent success pattern — bots receive status:success without email sent, preventing bot discovery of rejection
[Phase 03-agent-portal-shell]: documentStatusEnum exported before documents table in schema.ts — pgEnum must precede referencing table or drizzle-kit may omit CREATE TYPE from migration
[Phase 03-agent-portal-shell]: Portal route protection: add new prefix to both middleware.ts matcher array AND auth.config.ts authorized callback isPortalRoute check — mirrors existing /agent pattern
[Phase 03-agent-portal-shell]: Post-login redirect changed from /agent/dashboard to /portal/dashboard — agent portal lives at /portal prefix going forward
[Phase 03-agent-portal-shell]: Zod v4 uses .issues not .errors for ZodError — updated plan-specified .errors[0].message to .issues[0].message in client server actions
[Phase 03-agent-portal-shell]: updateClient uses bind pattern (id pre-bound) so useActionState passes prevState + formData as remaining args — caller does updateClient.bind(null, clientId)
[Phase 03-agent-portal-shell]: PortalNav is a client component (usePathname requires use client); active link state driven by pathname.startsWith(href) with gold border-b-2 underline
[Phase 03-agent-portal-shell]: DashboardFilters extracted to separate file — use client directive must be at file top in Next.js, cannot be inlined inside server component file
[Phase 03-agent-portal-shell]: ClientsPageClient extracted to _components/ClientsPageClient.tsx for cleaner server/client split following project convention
[Phase 03-agent-portal-shell]: Seed script requires DOTENV_CONFIG_PATH=.env.local — dotenv/config reads .env by default but project uses .env.local

Pending Todos

None yet.

Blockers/Concerns

WFRMLS vendor enrollment takes 2-4 weeks — start process immediately, build Phase 2 listings with mock data while waiting
Phase 6 (Signing Flow) warrants a /gsd:research-phase before planning — JWT one-time enforcement + ESIGN/UETA audit + mobile touch has edge cases
DNS (SPF/DKIM/DMARC) for teressacopelandhomes.com must be configured before any signing link reaches a real client (Phase 6 acceptance criterion)
Exact WFRMLS required IDX disclaimer text must be obtained directly from WFRMLS before listings feature ships (Phase 2)
WFRMLS vendor enrollment takes 2-4 weeks — start process immediately, build Phase 2 listings with mock data while waiting (moved from Blockers)

Session Continuity

Last session: 2026-03-19 Stopped at: Completed 03-03-PLAN.md — Dashboard page with URL-filtered documents table, Clients card grid with create modal, and seed data (2 clients + 4 placeholder documents) Resume file: None

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