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f1dbf45e37c2a0b922663fb1e6ba584f832cce80
red/.planning/phases/11-agent-saved-signature-and-signing-workflow/11-01-SUMMARY.md
Chandler Copeland f1dbf45e37 docs(11-01): complete agent saved signature storage and UI plan 
- Create 11-01-SUMMARY.md documenting agentSignatureData DB column, API routes, AgentSignaturePanel, profile page, nav link, FieldPlacer token
- Update STATE.md: advance to Plan 1 of 3, record Phase 11 decisions and metrics
- Update ROADMAP.md: Phase 11 now In Progress (1/3 summaries)
- Mark requirements AGENT-01, AGENT-02, AGENT-03 complete in REQUIREMENTS.md
2026-03-21 14:04:54 -06:00

6.7 KiB
Raw Blame History

phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, requirements-completed, duration, completed
phase plan subsystem tags requires provides affects tech-stack key-files key-decisions patterns-established requirements-completed duration completed
11-agent-saved-signature-and-signing-workflow 01 ui, api, database
signature_pad
drizzle
postgres
nextjs
react
canvas
phase provides
08-type-discriminant-and-signing-boundary agent-signature SignatureFieldType already in schema; isClientVisibleField() filter
phase provides
10-expanded-field-types-end-to-end FieldPlacer PALETTE_TOKENS pattern; SignatureFieldType validTypes set
agentSignatureData TEXT column on users table (migration 0008_windy_cloak.sql)
GET/PUT /api/agent/signature endpoints — read/write agent signature dataURL
AgentSignaturePanel component — draw/save/update canvas flow with thumbnail
/portal/profile page — server component rendering AgentSignaturePanel
PortalNav Profile link — /portal/profile nav entry
FieldPlacer agent-signature palette token — red draggable 'Agent Signature' token
11-02-agent-signing-workflow
12-document-preview
added patterns
Server component fetches agentSignatureData from DB, passes as initialData prop to client component
AgentSignaturePanel: isDrawing state gates canvas mount; savedData state shows thumbnail
signature_pad DPR initialization pattern from SignatureModal.tsx reused for canvas setup
PUT /api/agent/signature validates data:image/png;base64, prefix and 50KB size limit
created modified
teressa-copeland-homes/src/lib/db/schema.ts (agentSignatureData column added)
teressa-copeland-homes/drizzle/0008_windy_cloak.sql
teressa-copeland-homes/src/app/api/agent/signature/route.ts
teressa-copeland-homes/src/app/portal/_components/AgentSignaturePanel.tsx
teressa-copeland-homes/src/app/portal/(protected)/profile/page.tsx
teressa-copeland-homes/src/app/portal/_components/PortalNav.tsx
teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx
Migration file generated as 0008_windy_cloak.sql (drizzle auto-names files) — content is correct: ALTER TABLE users ADD COLUMN agent_signature_data text
AgentSignaturePanel is fully self-contained — no external state management; fetch/save within component
Profile page uses redirect('/agent/login') (consistent with portal auth pattern) if session missing
Agent Signature palette token is red #dc2626 to distinguish from client-facing field types
Profile page pattern: server fetch agentSignatureData, pass to client panel as initialData prop
Canvas signature panel: useEffect gates on isDrawing, cleans up SignaturePad on unmount/toggle
AGENT-01
AGENT-02
AGENT-03
8min 2026-03-21

Phase 11 Plan 01: Agent Saved Signature Storage and UI Summary

agentSignatureData TEXT column on users + GET/PUT API + AgentSignaturePanel draw/save/thumbnail + /portal/profile page + red Agent Signature palette token in FieldPlacer

Performance

  • Duration: 8 min
  • Started: 2026-03-21T20:05:00Z
  • Completed: 2026-03-21T20:13:00Z
  • Tasks: 2
  • Files modified: 7

Accomplishments

  • DB schema updated with agentSignatureData column and migration applied to postgres
  • Secure GET/PUT API routes for reading/writing agent signature with auth guard and input validation
  • AgentSignaturePanel client component with signature_pad canvas, save/update/thumbnail flow
  • /portal/profile server page fetching saved signature and rendering the panel
  • PortalNav gains Profile link; FieldPlacer gains red "Agent Signature" draggable token

Task Commits

Each task was committed atomically:

  1. Task 1: DB migration and API routes for agent signature storage - e07ed30 (feat)
  2. Task 2: AgentSignaturePanel, profile page, PortalNav link, FieldPlacer token - f383f91 (feat)

Files Created/Modified

  • teressa-copeland-homes/src/lib/db/schema.ts - Added agentSignatureData TEXT column to users table
  • teressa-copeland-homes/drizzle/0008_windy_cloak.sql - Migration: ALTER TABLE users ADD COLUMN agent_signature_data text
  • teressa-copeland-homes/drizzle/meta/0008_snapshot.json - Drizzle schema snapshot
  • teressa-copeland-homes/src/app/api/agent/signature/route.ts - GET/PUT endpoints with auth guard + validation
  • teressa-copeland-homes/src/app/portal/_components/AgentSignaturePanel.tsx - Draw/save/update canvas component
  • teressa-copeland-homes/src/app/portal/(protected)/profile/page.tsx - Server component profile page
  • teressa-copeland-homes/src/app/portal/_components/PortalNav.tsx - Added Profile navLink
  • teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx - Added agent-signature palette token

Decisions Made

  • Migration auto-named 0008_windy_cloak.sql by drizzle-kit (naming is non-deterministic); content is the correct ALTER TABLE statement
  • AgentSignaturePanel is fully self-contained with local state — no external state management or context needed
  • Profile page uses redirect('/agent/login') if session missing (consistent with other portal pages)
  • Agent Signature palette token color is red #dc2626 to visually distinguish it from client-facing field types

Deviations from Plan

None - plan executed exactly as written.

Issues Encountered

  • Migration command npm run db:migrate failed with "DATABASE_URL: undefined" because the .env.local file is not auto-loaded by drizzle-kit in this environment. Fixed by running with explicit DATABASE_URL=... npm run db:migrate. Migration applied successfully.

User Setup Required

None - no external service configuration required.

Next Phase Readiness

  • Plan 01 artifacts complete: DB column, API routes, AgentSignaturePanel, profile page, nav link, FieldPlacer token
  • Plan 02 can now wire up preparePdf() to read agentSignatureData from users and embed it on agent-signature fields
  • No blockers for Plan 02

Phase: 11-agent-saved-signature-and-signing-workflow Completed: 2026-03-21

Self-Check: PASSED

  • FOUND: teressa-copeland-homes/src/lib/db/schema.ts
  • FOUND: teressa-copeland-homes/drizzle/0008_windy_cloak.sql
  • FOUND: teressa-copeland-homes/src/app/api/agent/signature/route.ts
  • FOUND: teressa-copeland-homes/src/app/portal/_components/AgentSignaturePanel.tsx
  • FOUND: teressa-copeland-homes/src/app/portal/(protected)/profile/page.tsx
  • FOUND: .planning/phases/11-agent-saved-signature-and-signing-workflow/11-01-SUMMARY.md
  • FOUND commit e07ed30: feat(11-01): DB migration and API routes for agent signature storage
  • FOUND commit f383f91: feat(11-01): AgentSignaturePanel, profile page, PortalNav link, FieldPlacer token
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