16 KiB
phase, verified, status, score, human_verification
| phase | verified | status | score | human_verification | ||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 16-multi-signer-ui | 2026-04-03T22:45:00Z | passed | 11/11 must-haves verified |
|
Phase 16: Multi-Signer UI Verification Report
Phase Goal: Agent can name and add multiple signers from PreparePanel, assign each field to a specific signer in FieldPlacer with color-coded visual distinction, and cannot accidentally send a document with unassigned client-facing fields
Verified: 2026-04-03T22:45:00Z Status: passed Re-verification: No — initial verification
Goal Achievement
Observable Truths
| # | Truth | Status | Evidence |
|---|---|---|---|
| 1 | DocumentPageClient holds signers state and threads it to both PreparePanel and PdfViewerWrapper/FieldPlacer | ✓ VERIFIED | DocumentPageClient.tsx lines 32-33, 79-80, 98-101: useState<DocumentSigner[]>(initialSigners) + props passed to both components |
| 2 | DocumentPageClient holds unassignedFieldIds state for send-block validation highlighting | ✓ VERIFIED | DocumentPageClient.tsx line 33: useState<Set<string>>(new Set()), passed as unassignedFieldIds to both PdfViewerWrapper and PreparePanel |
| 3 | Server page reads documents.signers from DB and passes to DocumentPageClient as initialSigners prop | ✓ VERIFIED | page.tsx line 63: initialSigners={doc.signers ?? []} — doc fetched via db.query.documents.findFirst which includes all columns |
| 4 | PdfViewerWrapper passes signers and unassignedFieldIds through to FieldPlacer | ✓ VERIFIED | PdfViewerWrapper → PdfViewer (lines 32-33, 43-44, 106-107) → FieldPlacer (FieldPlacerProps lines 167-168, destructured at line 171) |
| 5 | Agent can type an email and click Add Signer to add a signer with auto-assigned color | ✓ VERIFIED | PreparePanel.tsx lines 70-84: handleAddSigner validates email format, checks duplicate, auto-assigns SIGNER_COLORS[signers.length % 4], calls onSignersChange |
| 6 | Agent sees a colored dot, email, and remove button for each signer in the list | ✓ VERIFIED | PreparePanel.tsx lines 338-353: w-2 h-2 rounded-full dot with signer.color, email text, aria-label="Remove signer {email}" × button (w-8 h-8 touch target) |
| 7 | Agent can remove a signer by clicking the X button | ✓ VERIFIED | PreparePanel.tsx lines 86-90: handleRemoveSigner filters signer from list and clears unassignedFieldIds |
| 8 | Send is blocked with inline error when client-visible fields have no signerEmail and signers exist | ✓ VERIFIED | PreparePanel.tsx lines 210-216: fetches fields, filters isClientVisibleField, checks !f.signerEmail, calls onUnassignedFieldIdsChange and sets error message "{N} field(s) need a signer assigned before sending." |
| 9 | Send is blocked with inline error when signers list is empty but client-visible fields exist | ✓ VERIFIED | PreparePanel.tsx lines 204-208: signers.length === 0 && clientFields.length > 0 guard with message "Add at least one signer before sending." |
| 10 | Active signer dropdown appears above palette when signers.length > 0; dragged fields get signerEmail | ✓ VERIFIED | FieldPlacer.tsx lines 792-830: selector shown when !readOnly && signers.length > 0; line 317: ...(activeSignerEmail ? { signerEmail: activeSignerEmail } : {}) in handleDragEnd |
| 11 | Multi-signer Sent documents show N/M signed badge in Status column; single-signer and fully-signed do not | ✓ VERIFIED | DocumentsTable.tsx lines 68-72: conditional render gated on hasMultipleSigners && status === "Sent" && totalSigners > 0; dashboard enriches rows with signedCount, totalSigners, hasMultipleSigners from batched signingTokens query |
Score: 11/11 truths verified
Required Artifacts
| Artifact | Expected | Status | Details |
|---|---|---|---|
src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx |
signers state, setSigners, unassignedFieldIds state, setUnassignedFieldIds — threaded to PreparePanel and PdfViewerWrapper | ✓ VERIFIED | 107 lines; imports DocumentSigner; both state vars initialized; both props threaded correctly to both children |
src/app/portal/(protected)/documents/[docId]/page.tsx |
Server-side documents.signers fetch, passed as initialSigners to DocumentPageClient | ✓ VERIFIED | db.query.documents.findFirst fetches all columns including signers; initialSigners={doc.signers ?? []} at line 63 |
src/app/portal/(protected)/documents/[docId]/_components/PdfViewerWrapper.tsx |
Passes signers and unassignedFieldIds props through to PdfViewer/FieldPlacer | ✓ VERIFIED | 44 lines; both props accepted and passed through the full chain |
src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx |
Signer list UI section, send-block validation logic | ✓ VERIFIED | 394 lines; contains "Add Signer" button, SIGNER_COLORS palette, signer list rendering, send-block validation in handlePrepare |
src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx |
Active signer selector, per-signer field coloring, validation overlay | ✓ VERIFIED | 907 lines; activeSignerEmail state; selector UI above palette; signerEmail assignment in handleDragEnd; signer color override in renderFields; #ef4444 validation overlay |
src/app/portal/(protected)/dashboard/page.tsx |
Server-side query joining signingTokens for per-signer completion count | ✓ VERIFIED | Imports signingTokens; batched count(usedAt) query; enrichedRows with signedCount, totalSigners, hasMultipleSigners |
src/app/portal/_components/DocumentsTable.tsx |
N/M signed badge rendering in Status column | ✓ VERIFIED | DocumentRow type extended with optional fields; conditional badge with bg-blue-50 text-blue-700 ml-1.5 classes |
Key Link Verification
| From | To | Via | Status | Details |
|---|---|---|---|---|
page.tsx |
DocumentPageClient | initialSigners={doc.signers ?? []} |
✓ WIRED | page.tsx line 63 |
| DocumentPageClient | PdfViewerWrapper | signers={signers} and unassignedFieldIds={unassignedFieldIds} |
✓ WIRED | DocumentPageClient.tsx lines 79-80 |
| DocumentPageClient | PreparePanel | signers={signers}, onSignersChange={setSigners}, unassignedFieldIds, onUnassignedFieldIdsChange |
✓ WIRED | DocumentPageClient.tsx lines 98-101 |
| PdfViewerWrapper | PdfViewer | signers={signers} and unassignedFieldIds={unassignedFieldIds} |
✓ WIRED | PdfViewerWrapper.tsx lines 40-41; PdfViewer.tsx lines 106-107 |
| PdfViewer | FieldPlacer | signers={signers} and unassignedFieldIds={unassignedFieldIds} |
✓ WIRED | PdfViewer.tsx lines 43-44, 106-107 |
| PreparePanel signer add | onSignersChange callback |
onSignersChange([...signers, { email, color }]) |
✓ WIRED | PreparePanel.tsx line 81 |
| PreparePanel send validation | onUnassignedFieldIdsChange callback |
new Set(unassigned.map(f => f.id)) |
✓ WIRED | PreparePanel.tsx line 212 |
| FieldPlacer handleDragEnd | newField.signerEmail |
...(activeSignerEmail ? { signerEmail: activeSignerEmail } : {}) |
✓ WIRED | FieldPlacer.tsx line 317 |
| FieldPlacer renderFields | signer color lookup | signers.find(s => s.email === field.signerEmail)?.color |
✓ WIRED | FieldPlacer.tsx lines 603-608 |
| PreparePanel | prepare route body | signers included in body: JSON.stringify({ textFillData, emailAddresses, signers }) |
✓ WIRED | PreparePanel.tsx line 224; prepare route persists body.signers to documents.signers at route.ts line 82 |
| dashboard/page.tsx query | DocumentsTable rows | enrichedRows with signedCount, totalSigners, hasMultipleSigners |
✓ WIRED | dashboard/page.tsx lines 56-64, 82 |
| DocumentsTable | N/M badge | conditional render on hasMultipleSigners && status === 'Sent' && totalSigners > 0 |
✓ WIRED | DocumentsTable.tsx lines 68-72 |
Data-Flow Trace (Level 4)
| Artifact | Data Variable | Source | Produces Real Data | Status |
|---|---|---|---|---|
| PreparePanel — signer list | signers prop |
DocumentPageClient state initialized from doc.signers (DB JSONB) |
Yes — seeded from DB on page load; updated via onSignersChange and persisted via prepare POST |
✓ FLOWING |
| FieldPlacer — field colors | field.signerEmail + signers prop |
Fields loaded from DB via GET /api/documents/{id}/fields; signers from DocumentPageClient state |
Yes — both are real DB values | ✓ FLOWING |
| DocumentsTable — N/M badge | signedCount, totalSigners, hasMultipleSigners |
Dashboard batched signingTokens query grouped by documentId |
Yes — live DB token rows with count(usedAt) |
✓ FLOWING |
Behavioral Spot-Checks
Step 7b: SKIPPED (requires running server for API calls and live document state; no static checks applicable beyond TypeScript compilation)
TypeScript compile: npx tsc --noEmit — PASS (no errors, no output)
Requirements Coverage
| Requirement | Source Plan | Description | Status | Evidence |
|---|---|---|---|---|
| MSIGN-01 | 16-01, 16-02 | Agent can add named signers to a document by email address from PreparePanel before sending | ✓ SATISFIED | handleAddSigner in PreparePanel.tsx; "Add Signer" button; signer list with colored dots |
| MSIGN-02 | 16-01, 16-03 | Agent can tag each signature, initials, and date field to a specific signer when placing in FieldPlacer | ✓ SATISFIED | activeSignerEmail state in FieldPlacer; signerEmail: activeSignerEmail assignment on handleDragEnd |
| MSIGN-03 | 16-01, 16-03 | Fields in FieldPlacer are color-coded by assigned signer for visual distinction | ✓ SATISFIED | renderFields color override: signers.find(s => s.email === field.signerEmail)?.color overrides PALETTE_TOKENS type color |
| MSIGN-04 | 16-02 | Agent cannot send a document if any client-facing field has no signer assigned — send is blocked with a clear error | ✓ SATISFIED | handlePrepare in PreparePanel: fetches fields, filters isClientVisibleField, checks !f.signerEmail, shows "{N} field(s) need a signer assigned before sending." Note: gated behind preview (button disabled until previewToken !== null) — see Human Verification item 1 |
| MSIGN-09 | 16-04 | Dashboard shows per-signer completion status (who has signed, who hasn't) | ✓ SATISFIED | Dashboard batches signingTokens query; enriches rows with signedCount/totalSigners; DocumentsTable renders "N/M signed" badge for multi-signer Sent documents only |
Note on REQUIREMENTS.md status: The requirements tracker at .planning/REQUIREMENTS.md still shows MSIGN-04 and MSIGN-09 as "Pending" despite both being implemented. The tracker was not updated after plan execution. This is a documentation gap, not an implementation gap.
Anti-Patterns Found
| File | Line | Pattern | Severity | Impact |
|---|---|---|---|---|
| PreparePanel.tsx | 376 | disabled={loading || previewToken === null || ...} |
ℹ️ Info | Send-block validation (handlePrepare) can only fire after a Preview has been generated. Agent must click Preview before Prepare and Send is enabled. This is intentional UX but is not the same as blocking at click-time before preview. |
No STUB, MISSING, or ORPHANED anti-patterns found. No TODO/FIXME/placeholder comments in implementation code. No empty implementations.
Human Verification Required
1. Preview-gate UX clarity for send-block
Test: Open a Draft document as agent. Add a signer. Place a client-visible field (e.g., Signature) without assigning a signer (leave active signer empty or use a field from AI placement). Attempt to click "Prepare and Send" without first clicking "Preview." Expected: Button is greyed out / disabled — agent cannot click it. After clicking "Preview," button becomes active, and if fields are unassigned, the send attempt shows: "N field(s) need a signer assigned before sending." and red outlines appear on unassigned fields. Why human: The preview-gate is a behavioral UX pattern. Need to confirm the flow is clear to agents — that greyout reason is not confusing — and that the red highlight actually renders when validation fires.
2. Color-coded field visual distinction
Test: Add two signers (signer1@test.com with indigo, signer2@test.com with rose). Select signer1 as active, drag a Signature field. Select signer2 as active, drag another Signature field. Confirm both fields show different colored borders/backgrounds.
Expected: Signer1 field: indigo #6366f1 border and tinted background. Signer2 field: rose #f43f5e border and tinted background. Unassigned fields: type-color (blue #2563eb for signature).
Why human: Visual color rendering cannot be verified by code inspection alone.
3. Red validation overlay on unassigned fields
Test: Add a signer, place client-visible fields (some with signer assigned, some without). Click Preview, then Prepare and Send.
Expected: Fields with no signerEmail show red border #ef4444 and red-tinted background #ef444414. Error message appears: "N field(s) need a signer assigned before sending."
Why human: CSS border/background rendering requires visual inspection.
4. Dashboard N/M badge with live signing data
Test: Send a document to two signers. Have one signer complete signing via their link. Check dashboard.
Expected: Document row shows "1/2 signed" badge (blue pill, bg-blue-50 text-blue-700) next to "Sent" status badge. After both sign, only "Signed" badge shows (no N/M badge).
Why human: Requires a live signing flow to create a usedAt token record.
Gaps Summary
No gaps found. All 11 observable truths are verified, all artifacts are substantive and wired, all key links are confirmed present in the actual codebase. TypeScript compiles clean.
The only notable finding is a documentation inconsistency: REQUIREMENTS.md still shows MSIGN-04 and MSIGN-09 as "Pending" rather than "Complete," but both requirements are fully implemented in the code. This does not affect goal achievement.
The preview-gate on "Prepare and Send" (disabled when previewToken === null) means agents must preview before sending. This is an intentional UX design choice — the send-block validation fires correctly within handlePrepare once the button is enabled. It is flagged for human verification to confirm the UX is sufficiently clear.
Verified: 2026-04-03T22:45:00Z Verifier: Claude (gsd-verifier)