105 lines
6.2 KiB
Markdown
105 lines
6.2 KiB
Markdown
---
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gsd_state_version: 1.0
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milestone: v1.0
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milestone_name: milestone
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status: unknown
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last_updated: "2026-03-19T22:53:59.607Z"
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progress:
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total_phases: 3
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completed_phases: 2
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total_plans: 10
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completed_plans: 9
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---
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# Project State
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## Project Reference
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See: .planning/PROJECT.md (updated 2026-03-19)
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**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.
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**Current focus:** Phase 3 - Agent Portal Shell
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## Current Position
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Phase: 3 of 7 (Agent Portal Shell) — In Progress
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Plan: 03-03 complete (3 of 4 plans in phase complete)
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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
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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)
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Progress: [█████░░░░░] 50%
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## Performance Metrics
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**Velocity:**
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- Total plans completed: 2
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- Average duration: 4 min
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- Total execution time: 0.1 hours
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**By Phase:**
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| Phase | Plans | Total | Avg/Plan |
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|-------|-------|-------|----------|
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| 01-foundation | 2/3 | 8 min | 4 min |
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| 02-marketing-site | 2/3 | 8 min | 4 min |
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**Recent Trend:**
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- Last 5 plans: 01-01 (6 min), 01-02 (2 min), 02-01 (4 min), 02-02 (4 min)
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- Trend: stable
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*Updated after each plan completion*
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| Phase 02-marketing-site P01 | 5 | 2 tasks | 8 files |
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| Phase 03-agent-portal-shell P01 | 3 | 2 tasks | 6 files |
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| Phase 03-agent-portal-shell P02 | 8 | 3 tasks | 5 files |
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| Phase 03-agent-portal-shell P03 | 9 | 3 tasks | 7 files |
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## Accumulated Context
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### Decisions
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Decisions are logged in PROJECT.md Key Decisions table.
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Recent decisions affecting current work:
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- Custom e-signature over DocuSign: lower ongoing cost for solo agent; full brand control
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- Next.js full-stack: single repo for marketing + web app via API routes
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- Email-link signing (no client account): lowest friction for clients; standard in real estate
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- utahrealestate.com forms scraping: AVOID — violates ToS; use manual PDF upload instead
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- Infrastructure: local PostgreSQL (Docker) + local `npm run dev`; no Vercel, no Neon, no cloud storage — home Docker server is eventual target
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- [Phase 01-foundation]: Lazy Proxy singleton for db/index.ts prevents neon() crash during Next.js build when DATABASE_URL absent
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- [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
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- [Phase 01-foundation 01-02]: PasswordField extracted as co-located client sub-component — keeps login page.tsx as pure server component
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- [Phase 01-foundation 01-02]: loginAction re-throws non-AuthError (NEXT_REDIRECT must bubble) — critical Auth.js v5 server action pattern
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- [Phase 01-foundation 01-02]: Brand colors applied via inline style props — Tailwind JIT may miss one-off hex values
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- [Phase 02-marketing-site]: CSS hover classes in server components — onMouseEnter/onMouseLeave not valid in server component props; use className with style blocks instead
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- [Phase 02-marketing-site]: lucide-react installed for marketing site icons (Home, Menu, X, ChevronLeft, ChevronRight)
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- [Phase 02-marketing-site 02-02]: nodemailer pinned to ^7.0.7 — v8 conflicts with next-auth@5.0.0-beta.30 peerOptional dep
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- [Phase 02-marketing-site 02-02]: useActionState imported from 'react' not 'react-dom' — React 19 canonical API (useFormState removed in React 19)
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- [Phase 02-marketing-site 02-02]: Honeypot silent success pattern — bots receive status:success without email sent, preventing bot discovery of rejection
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- [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
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- [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
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- [Phase 03-agent-portal-shell]: Post-login redirect changed from /agent/dashboard to /portal/dashboard — agent portal lives at /portal prefix going forward
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- [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
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- [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)
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- [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
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- [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
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- [Phase 03-agent-portal-shell]: ClientsPageClient extracted to _components/ClientsPageClient.tsx for cleaner server/client split following project convention
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- [Phase 03-agent-portal-shell]: Seed script requires DOTENV_CONFIG_PATH=.env.local — dotenv/config reads .env by default but project uses .env.local
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### Pending Todos
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None yet.
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### Blockers/Concerns
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- WFRMLS vendor enrollment takes 2-4 weeks — start process immediately, build Phase 2 listings with mock data while waiting
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- Phase 6 (Signing Flow) warrants a /gsd:research-phase before planning — JWT one-time enforcement + ESIGN/UETA audit + mobile touch has edge cases
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- DNS (SPF/DKIM/DMARC) for teressacopelandhomes.com must be configured before any signing link reaches a real client (Phase 6 acceptance criterion)
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- Exact WFRMLS required IDX disclaimer text must be obtained directly from WFRMLS before listings feature ships (Phase 2)
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- WFRMLS vendor enrollment takes 2-4 weeks — start process immediately, build Phase 2 listings with mock data while waiting (moved from Blockers)
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## Session Continuity
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Last session: 2026-03-19
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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)
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Resume file: None
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