13 KiB
phase, verified, status, score, re_verification, human_verification
| phase | verified | status | score | re_verification | human_verification | |||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 11-agent-saved-signature-and-signing-workflow | 2026-03-21T00:00:00Z | human_needed | 9/9 automated must-haves verified | false |
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Phase 11: Agent Saved Signature and Signing Workflow — Verification Report
Phase Goal: Agent draws a signature once, saves it to their profile, places agent signature fields on documents, and applies the saved signature during preparation — before the document is sent to the client. Verified: 2026-03-21 Status: human_needed — all automated checks pass; 5 items require live browser verification Re-verification: No — initial verification
Goal Achievement
Observable Truths
| # | Truth | Status | Evidence |
|---|---|---|---|
| 1 | Agent can navigate to /portal/profile via the nav | VERIFIED | PortalNav.tsx line 10: { href: "/portal/profile", label: "Profile" } entry in navLinks array; link renders in nav |
| 2 | Agent can draw a signature on the canvas and save it | VERIFIED | AgentSignaturePanel.tsx: SignaturePad canvas mounted in useEffect, handleSave() calls fetch('/api/agent/signature', { method: 'PUT', ... }) and sets savedData on success |
| 3 | A thumbnail of the saved signature appears after saving | VERIFIED | AgentSignaturePanel.tsx lines 59-77: if (!isDrawing && savedData) branch renders <img src={savedData} .../> — state-driven conditional render |
| 4 | Agent can click Update Signature to redraw and replace their saved signature | VERIFIED | AgentSignaturePanel.tsx line 70: onClick={() => { setIsDrawing(true); setError(null); }} on Update Signature button; canvas remounts via useEffect([isDrawing]) |
| 5 | Agent signature palette token appears in the FieldPlacer (red 'Agent Signature' token) | VERIFIED | FieldPlacer.tsx line 76: { id: 'agent-signature', label: 'Agent Signature', color: '#dc2626' } in PALETTE_TOKENS; rendered by map at line 713 |
| 6 | Placing an agent-signature field saves it in signatureFields with type 'agent-signature' | VERIFIED | FieldPlacer.tsx line 259: validTypes set includes 'agent-signature'; PALETTE_TOKENS provides the type id used when drop is processed |
| 7 | Prepared PDF contains agent signature PNG at each agent-sig field coordinate | VERIFIED | prepare-document.ts lines 33-37: embedPng(agentSignatureData) before field loop; lines 145-154: page.drawImage(agentSigImage, { x, y, width, height }) for agent-signature fields |
| 8 | Prepare route returns 422 with agent-signature-missing when fields exist but no sig saved |
VERIFIED | prepare/route.ts lines 51-57: hasAgentSigFields && !agentSignatureData guard returns { error: 'agent-signature-missing', ... } at status 422 |
| 9 | Agent signature is never visible to the client via the signing session | VERIFIED | sign/[token]/route.ts line 90: signatureFields: (doc.signatureFields ?? []).filter(isClientVisibleField); isClientVisibleField() in schema.ts line 36-38 returns false for agent-signature type |
Score: 9/9 automated truths verified
Required Artifacts
| Artifact | Provides | Status | Details |
|---|---|---|---|
src/lib/db/schema.ts |
agentSignatureData TEXT column on users table |
VERIFIED | Line 45: agentSignatureData: text("agent_signature_data") present on users pgTable |
drizzle/0008_windy_cloak.sql |
DB migration applying the column | VERIFIED | File exists; content is ALTER TABLE "users" ADD COLUMN "agent_signature_data" text; |
src/app/api/agent/signature/route.ts |
GET/PUT endpoints for reading and writing agent signature | VERIFIED | Exports both GET and PUT; auth guard on both; PUT validates data:image/png;base64, prefix and 50KB size limit; reads/writes agentSignatureData via drizzle |
src/app/portal/_components/AgentSignaturePanel.tsx |
Client component with signature_pad canvas, save/update/thumbnail flow | VERIFIED | Full implementation: SignaturePad DPR init, handleSave() with fetch, thumbnail/draw state machine, Update Signature and Cancel buttons |
src/app/portal/(protected)/profile/page.tsx |
Server component fetching agentSignatureData and rendering AgentSignaturePanel | VERIFIED | Fetches agentSignatureData from DB via db.query.users.findFirst; passes as initialData prop to AgentSignaturePanel |
src/lib/pdf/prepare-document.ts |
preparePdf() with agentSignatureData param; embed-once-draw-many at agent-sig field coordinates |
VERIFIED | 5th param `agentSignatureData: string |
src/app/api/documents/[id]/prepare/route.ts |
Fetches agentSignatureData from DB; 422 guard; passes to preparePdf() | VERIFIED | users and getFieldType imported from schema; agentUser lookup before preparePdf(); 422 guard at lines 51-57; preparePdf() called with 5 args at line 59 |
Key Link Verification
| From | To | Via | Status | Details |
|---|---|---|---|---|
profile/page.tsx |
AgentSignaturePanel.tsx |
initialData={user?.agentSignatureData ?? null} prop |
VERIFIED | Line 27: <AgentSignaturePanel initialData={user?.agentSignatureData ?? null} /> — prop carries DB value |
AgentSignaturePanel.tsx |
/api/agent/signature |
fetch('/api/agent/signature', { method: 'PUT', body: { dataURL } }) |
VERIFIED | Lines 40-44: fetch with PUT method, JSON body containing { dataURL } |
PortalNav.tsx |
/portal/profile |
navLinks entry |
VERIFIED | Line 10: { href: "/portal/profile", label: "Profile" } — rendered as Link |
prepare/route.ts |
prepare-document.ts |
preparePdf(srcPath, destPath, textFields, sigFields, agentSignatureData) |
VERIFIED | Line 59: 5-arg call with agentSignatureData as 5th argument |
prepare/route.ts |
schema.ts |
db.query.users.findFirst({ columns: { agentSignatureData: true } }) |
VERIFIED | Lines 44-48: finds user by session ID, columns only agentSignatureData |
sign/[token]/route.ts |
schema.ts |
.filter(isClientVisibleField) strips agent-sig fields from client payload |
VERIFIED | Line 90: isClientVisibleField filter applied before returning signatureFields to client |
Requirements Coverage
| Requirement | Source Plan | Description | Status | Evidence |
|---|---|---|---|---|
| AGENT-01 | 11-01, 11-03 | Agent can draw and save a signature to their account profile (drawn once, reused) | SATISFIED | AgentSignaturePanel.tsx full draw/save/thumbnail implementation; GET/PUT /api/agent/signature reads/writes agentSignatureData on users table |
| AGENT-02 | 11-01, 11-03 | Agent can update their saved signature at any time | SATISFIED | "Update Signature" button sets isDrawing(true); same PUT endpoint overwrites previous value; thumbnail updates to new dataURL on save |
| AGENT-03 | 11-01, 11-03 | Agent can place agent signature field markers on a PDF | SATISFIED | FieldPlacer.tsx PALETTE_TOKENS line 76 includes agent-signature red token; validTypes set at line 259 accepts it |
| AGENT-04 | 11-02, 11-03 | Agent applies their saved signature to agent signature fields during document preparation (before sending to client) | SATISFIED | prepare-document.ts embeds PNG via embedPng + drawImage; prepare/route.ts fetches from DB and passes to preparePdf(); 422 guard prevents silent no-op when sig missing |
All 4 requirements declared across plans 11-01, 11-02, and 11-03 are fully satisfied. No orphaned requirements found for Phase 11 in REQUIREMENTS.md.
Anti-Patterns Found
| File | Line | Pattern | Severity | Impact |
|---|---|---|---|---|
prepare-document.ts |
98, 105, 116, 140 | "placeholder" in comments | Info | These are code comments describing visual field marker style ("Blue 'Sign Here' placeholder"), not stub implementations. No impact. |
No blocker or warning anti-patterns found. All handler functions have real implementations. No return null, empty objects, or console.log-only bodies.
Human Verification Required
1. Agent draws and saves signature — canvas-to-thumbnail transition
Test: Log in to the portal, navigate to /portal/profile, draw a distinctive signature on the canvas, click "Save Signature".
Expected: The canvas disappears and is replaced by an <img> element showing the drawn signature as a thumbnail.
Why human: The isDrawing / savedData state machine drives a conditional render. The fetch PUT result must succeed and the component must re-render correctly. Canvas drawing and the resulting PNG cannot be inspected programmatically.
2. Update Signature replaces the thumbnail with a new drawing
Test: From the thumbnail view on /portal/profile, click "Update Signature", draw a different signature, click "Save Updated Signature". Expected: The new thumbnail replaces the previous one; visiting /portal/profile in a fresh session shows the updated signature. Why human: Requires verifying that the PUT route returns 200, the state updates correctly, and the DB stores the new value. The full round-trip requires a live browser session.
3. Red Agent Signature token appears and can be placed in FieldPlacer
Test: Open any document in the portal's prepare view. Confirm the FieldPlacer palette shows a red "Agent Signature" token. Drag it onto any page of the document PDF canvas. Expected: A red field box appears at the drop coordinates on the PDF. Why human: Drag-and-drop interaction and PDF canvas overlay rendering require a live browser. Color rendering (#dc2626) and field positioning need visual confirmation.
4. Prepared PDF contains the embedded agent signature PNG at the correct position
Test: With a saved signature and an agent-signature field placed on a document, click Prepare. Download the prepared PDF. Expected: Opening the downloaded PDF shows the agent's signature image at exactly the position where the field token was dropped. Why human: PDF content inspection (embedded image at exact coordinates) requires downloading and viewing the file. Coordinate accuracy (PDF user-space vs. screen coordinates) can only be confirmed visually.
5. Client signing session does not expose the agent-signature field
Test: Use the signing link for the prepared document. Open it in a browser (or a private window to simulate the client).
Expected: No overlay, prompt, or signature box appears at the agent-signature field position. Client-signature and initials overlays (if placed) still appear normally.
Why human: The isClientVisibleField filter is verified in code, but the absence of a UI element in the rendered signing session must be confirmed visually.
Gaps Summary
No gaps. All automated truths are verified, all required artifacts exist and contain substantive implementations, and all key links are wired. The 5 human verification items are behavioral/visual confirmations that automated grep-level analysis cannot substitute for. According to 11-03-SUMMARY.md, all 5 steps were approved by a human during Plan 03 execution.
Verified: 2026-03-21 Verifier: Claude (gsd-verifier)