eeb533e3e0
10-03-SUMMARY.md created. ROADMAP.md marks all phase 10 plans complete. STATE.md advances to Phase 11 (Agent Saved Signature), 10/13 phases done. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
90 lines
4.7 KiB
Markdown
90 lines
4.7 KiB
Markdown
---
|
|
gsd_state_version: 1.0
|
|
milestone: v1.1
|
|
milestone_name: Smart Document Preparation
|
|
status: in_progress
|
|
last_updated: "2026-03-21T20:00:00.000Z"
|
|
progress:
|
|
total_phases: 13
|
|
completed_phases: 10
|
|
total_plans: 34
|
|
completed_plans: 34
|
|
---
|
|
|
|
# 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) — NOT STARTED
|
|
Plan: 0 of 3 in phase 11
|
|
Status: Ready to plan
|
|
Last activity: 2026-03-21 — Phase 10 complete: all 4 expanded field types (text, checkbox, initials, date) place, prepare, sign, and embed correctly. Human verification approved.
|
|
|
|
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 |
|
|
|
|
## 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
|
|
|
|
### 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: Phase 10 complete (human verification approved). Ready to plan Phase 11.
|
|
Resume file: None
|