red/.planning/phases/05-pdf-fill-and-field-mapping/05-03-SUMMARY.md

---
phase: 05-pdf-fill-and-field-mapping
plan: "03"
subsystem: ui
tags: [react, nextjs, tailwind, pdf-preparation, client-forms]

# Dependency graph
requires:
  - phase: 05-01-pdf-fill-and-field-mapping
    provides: POST /api/documents/[id]/prepare endpoint that fills AcroForm fields and transitions status to Sent
provides:
  - TextFillForm component: key-value builder for AcroForm field data (up to 10 rows, individually removable)
  - PreparePanel component: combined client selector + text fill form + Prepare and Send button with loading/error/success feedback
  - Extended document detail page: 2/3 + 1/3 grid with PDF viewer on left, PreparePanel on right
affects:
  - 06-signing-flow

# Tech tracking
tech-stack:
  added: []
  patterns:
    - "PreparePanel uses useState + fetch + router.refresh() pattern for optimistic post-action UI update"
    - "TextFillForm manages local row state and calls parent onChange with filtered Record<string, string>"
    - "Document detail page fetches clients list in parallel with doc via Promise.all"

key-files:
  created:
    - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/TextFillForm.tsx
    - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx
  modified:
    - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx
    - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx

key-decisions:
  - "PreparePanel canPrepare guard: only show prepare form for Draft status — read-only message for Sent/Signed"
  - "currentClientId defaults to doc.assignedClientId ?? doc.clientId — allows reassigning client before preparing"
  - "Prepare button disabled when no client selected (assignedClientId empty string)"
  - "router.refresh() after successful prepare — updates server component data without full navigation"

patterns-established:
  - "PreparePanel pattern: client selector + domain-specific form + action button in single right-column panel"
  - "TextFillForm pattern: dynamic row builder with onChange emitting filtered Record when label is non-empty"

requirements-completed: [DOC-05, DOC-06]

# Metrics
duration: 3min
completed: "2026-03-20"
---

# Phase 5 Plan 03: Text Fill Form and Prepare and Send Workflow Summary

**TextFillForm (key-value AcroForm field builder) and PreparePanel (client selector + form + send button) integrated into document detail page as a 2/3 + 1/3 split grid**

## Performance

- **Duration:** 3 min
- **Started:** 2026-03-20T06:02:41Z
- **Completed:** 2026-03-20T06:05:22Z
- **Tasks:** 2
- **Files modified:** 4

## Accomplishments

- TextFillForm component built with up to 10 key-value rows, individually removable, calling parent onChange with filtered AcroForm field map
- PreparePanel built combining client selector dropdown, TextFillForm, and Prepare and Send button with loading/success/error feedback
- Document detail page extended to a 2/3 PDF viewer + 1/3 PreparePanel grid, fetching all clients in parallel with document query
- Pre-existing TypeScript bug in PdfViewer.tsx (page.scale on PageCallback) auto-fixed to restore clean build

## Task Commits

Each task was committed atomically:

1. **Task 1: Create TextFillForm and PreparePanel client components** - `df6eb76` (feat)
2. **Task 2: Extend document detail page to render PreparePanel** - `296ef48` (feat)

**Plan metadata:** (docs commit follows)

## Files Created/Modified

- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/TextFillForm.tsx` - Key-value pair builder for AcroForm text fill data (up to 10 rows)
- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx` - Combined panel: client selector + TextFillForm + Prepare and Send button with loading/result state
- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx` - Extended: fetches allClients in parallel, renders 2/3+1/3 grid with PreparePanel
- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx` - Bug fix: replaced page.scale (nonexistent on PageCallback) with scale state variable

## Decisions Made

- PreparePanel shows a read-only "status is X" message for non-Draft documents — avoids re-preparing already sent/signed docs
- currentClientId initialized from `doc.assignedClientId ?? doc.clientId` — defaults to the most specific client assignment
- Prepare and Send button disabled when no client is selected — prevents API call with empty assignedClientId
- router.refresh() used (not router.push) so server component re-renders with updated status without changing URL

## Deviations from Plan

### Auto-fixed Issues

**1. [Rule 1 - Bug] Fixed PdfViewer.tsx page.scale type error blocking build**
- **Found during:** Task 1 (build verification)
- **Issue:** `page.scale` does not exist on `PageCallback` type from react-pdf — TypeScript error introduced in Plan 05-02
- **Fix:** Replaced `page.scale` with the `scale` state variable already in scope (same value — it's what was passed to the Page component)
- **Files modified:** `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx`
- **Verification:** `npm run build` compiles successfully with no TypeScript errors
- **Committed in:** df6eb76 (Task 1 commit)

---

**Total deviations:** 1 auto-fixed (1 bug — pre-existing TypeScript error from Plan 05-02)
**Impact on plan:** Fix was necessary to achieve clean build per task success criteria. No scope creep.

## Issues Encountered

None beyond the auto-fixed PdfViewer.tsx type error.

## User Setup Required

None - no external service configuration required.

## Next Phase Readiness

- PreparePanel and TextFillForm are complete and wired to POST /api/documents/[id]/prepare
- Document detail page shows the prepare workflow for Draft documents
- Phase 5 is now fully complete (all 3 plans done)
- Phase 6 (Signing Flow) can now consume the `preparedFilePath` and `status: Sent` from the prepare endpoint
- Blocker to note: DNS (SPF/DKIM/DMARC) for teressacopelandhomes.com must be configured before signing links reach real clients

---
*Phase: 05-pdf-fill-and-field-mapping*
*Completed: 2026-03-20*

## Self-Check: PASSED

- FOUND: TextFillForm.tsx at expected path
- FOUND: PreparePanel.tsx at expected path
- FOUND: page.tsx at expected path
- FOUND: commit df6eb76 (Task 1)
- FOUND: commit 296ef48 (Task 2)