---
phase: 05-pdf-fill-and-field-mapping
plan: 04
task: checkpoint-verification
status: in_progress
last_updated: 2026-03-20T16:41:16.656Z
---

<current_state>
Phase 5 all plans executed. In the human verification loop for plan 05-04. Most bugs fixed. One remaining: after document transitions to "Sent", user can still delete signature field boxes. readOnly prop chain is verified correct in code — bug is at runtime.
</current_state>

<completed_work>

- 05-01: DB migration 0003, preparePdf utility, GET/PUT /fields + POST /prepare APIs, Y-flip tests
- 05-02: FieldPlacer.tsx drag-and-drop with dnd-kit
- 05-03: TextFillForm + PreparePanel + document page layout
- 05-04 bug fixes:
  - Coordinate placement: uses active.rect.current.translated + canvas getBoundingClientRect
  - Canvas offset state via useLayoutEffect
  - dnd-kit delete button conflict fixed (MouseSensor distance:5, stopPropagation)
  - Client selector replaced with single pre-filled email textarea (comma-separated)
  - Text fill Strategy B stamps at 60pt from top, 10pt font
  - DragOverlay snap-back: removed transform from DraggableToken, dropAnimation={null}
  - 4-corner resize handles (nw/ne/sw/se), opposite corner anchored
  - readOnly mode wired: page.tsx docStatus → PdfViewerWrapper → PdfViewer → FieldPlacer
  - PreparePanel hydration: useEffect syncs defaultEmail into recipients state
  - Client email: direct JOIN query (relation was returning undefined)
  - parseEmails null guard

</completed_work>

<remaining_work>

- FIX: readOnly not enforced at runtime — delete button still works after status=Sent
  - Code is correct: {!readOnly && ( gates delete button, readOnly prop chain verified
  - Likely cause: PdfViewer loaded via dynamic(ssr:false) may not re-render when router.refresh() fires
  - Recommended fix: add server-side guard to PUT /api/documents/[id]/fields rejecting updates when doc.status='Sent'
  - Also consider: FieldPlacer fetching its own status via useEffect on the fields API
- Get user "approved" on all 10 verification steps
- Run gsd-verifier for phase goal verification  
- Mark phase 05 complete in ROADMAP.md

</remaining_work>

<decisions_made>

- active.rect.current.translated for drop position (field appears where ghost was, not at cursor)
- Pointer events for move/resize of placed fields (not dnd-kit, avoids conflicts)
- Single recipients textarea pre-filled with doc client email
- Text fill always stamps via drawText (no AcroForm fields in client PDFs yet)
- readOnly: palette hidden, delete+resize handles hidden, pointerEvents:none on fields

</decisions_made>

<blockers>

- readOnly not propagating at runtime after Sent transition. Server-side guard on PUT /fields is the reliable backstop fix.

</blockers>

<context>
All Phase 5 features are functionally working. The UX iteration has been extensive — coordinate math, dnd-kit conflicts, client email display, text stamping. The one remaining issue is a React hydration/re-render timing problem with the readOnly lock after a status transition in the same session. Fresh page load with status=Sent probably works; same-session transition may not re-render PdfViewer correctly because of dynamic import.
</context>

<next_action>
1. Read teressa-copeland-homes/src/app/api/documents/[id]/fields/route.ts
2. Add status check: if doc.status !== 'Draft', return 403 for PUT requests
3. This server-side guard prevents field deletion regardless of UI state
4. Test: prepare a document, try to delete fields — should fail silently or show error
5. After confirmed fixed, get user approval on all 10 steps and proceed to verification
</next_action>
