diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 8ea755b..eb51368 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -316,4 +316,4 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 → | 11.1. Agent and Client Initials (INSERTED) | 3/3 | Complete | 2026-03-21 | - | | 12. Filled Document Preview | 2/2 | Complete | 2026-03-21 | - | | 12.1. Per-Field Text Editing and Quick-Fill (INSERTED) | 2/2 | Complete | 2026-03-21 | - | -| 13. AI Field Placement and Pre-fill | 2/4 | In Progress| | - | +| 13. AI Field Placement and Pre-fill | 3/4 | In Progress| | - | diff --git a/.planning/STATE.md b/.planning/STATE.md index fc3552d..c891736 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -3,12 +3,12 @@ gsd_state_version: 1.0 milestone: v1.1 milestone_name: Smart Document Preparation status: unknown -last_updated: "2026-03-21T23:05:00Z" +last_updated: "2026-03-21T23:09:27.022Z" progress: total_phases: 15 completed_phases: 14 total_plans: 48 - completed_plans: 46 + completed_plans: 47 --- # Project State @@ -23,9 +23,9 @@ See: .planning/PROJECT.md (updated 2026-03-21) ## Current Position Phase: 13 (AI Field Placement and Pre-fill) — IN PROGRESS -Plan: 2 of 4 complete — Plans 01-02 done; Plans 03-04 remaining -Status: Phase 13 Plan 02 complete — POST /api/documents/[id]/ai-prepare route implemented with full guard chain and AI pipeline orchestration; TypeScript compiles clean; ready for Plan 03 (UI button) -Last activity: 2026-03-21 — Phase 13 Plan 02: ai-prepare route handler implemented, writes AI-placed fields to DB, status stays Draft. +Plan: 3 of 4 complete — Plans 01-03 done; Plan 04 remaining +Status: Phase 13 Plan 03 complete — AI Auto-place button wired into PreparePanel; aiPlacementKey threaded through PdfViewerWrapper to FieldPlacer; handleAiAutoPlace in DocumentPageClient; TypeScript compiles clean; ready for Plan 04 (E2E verification) +Last activity: 2026-03-21 — Phase 13 Plan 03: AI Auto-place UI button and client-side orchestration implemented. ## Accumulated Context @@ -63,6 +63,7 @@ Progress: [█████████████] 100% (13/13 phases complete) | Phase 12.1-per-field-text-editing-and-quick-fill P01 | 3 | 2 tasks | 4 files | | Phase 12.1-per-field-text-editing-and-quick-fill P02 | 5 | 2 auto tasks + 1 human-verify checkpoint | 2 files modified + 1 deleted | | Phase 13-ai-field-placement-and-pre-fill P01 | 2 | 2 tasks | 5 files | +| Phase 13-ai-field-placement-and-pre-fill P03 | 2 | 2 tasks | 5 files | ## Accumulated Context @@ -127,6 +128,9 @@ Recent decisions affecting v1.1 work: - [Phase 13-02]: try/catch wraps extractPdfText + classifyFieldsWithAI together — single error boundary returns 500 with error message string - [Phase 13-02]: ai-prepare route does NOT change document status — stays Draft so agent can review and adjust AI-placed fields before prepare/send - [Phase 13-02]: Path traversal guard placed before AI calls — fail fast without expensive PDF extraction on invalid paths +- [Phase 13-03]: aiPlacementKey integer incremented via setAiPlacementKey(k => k + 1) — functional update prevents stale closure issues +- [Phase 13-03]: textFillData is MERGED not replaced — preserves manually typed values while AI values take precedence +- [Phase 13-03]: AI button uses violet bg-violet-600 to visually distinguish from gray Preview and blue Prepare-and-Send ### Pending Todos @@ -140,5 +144,5 @@ None yet. ## Session Continuity Last session: 2026-03-21 -Stopped at: Completed 13-ai-field-placement-and-pre-fill/13-02-PLAN.md — ai-prepare route implemented; Plan 02 of 4 done; ready for Plan 03 (UI button) +Stopped at: Completed 13-ai-field-placement-and-pre-fill/13-03-PLAN.md — AI Auto-place button wired; Plan 03 of 4 done; ready for Plan 04 (E2E verification) Resume file: None diff --git a/.planning/phases/13-ai-field-placement-and-pre-fill/13-03-SUMMARY.md b/.planning/phases/13-ai-field-placement-and-pre-fill/13-03-SUMMARY.md new file mode 100644 index 0000000..bd3ea2d --- /dev/null +++ b/.planning/phases/13-ai-field-placement-and-pre-fill/13-03-SUMMARY.md @@ -0,0 +1,116 @@ +--- +phase: 13-ai-field-placement-and-pre-fill +plan: "03" +subsystem: ui +tags: [react, nextjs, typescript, ai, field-placement] + +# Dependency graph +requires: + - phase: 13-01 + provides: AI field placement utilities (aiCoordsToPagePdfSpace, classifyFieldsWithAI, extractPdfText) + - phase: 13-02 + provides: POST /api/documents/[id]/ai-prepare route that writes AI-placed fields to DB and returns textFillData + +provides: + - "AI Auto-place Fields" violet button in PreparePanel for Draft documents + - aiPlacementKey prop on FieldPlacer that triggers loadFields re-fetch when incremented + - aiPlacementKey threaded through PdfViewerWrapper and PdfViewer + - handleAiAutoPlace in DocumentPageClient that calls ai-prepare route, merges textFillData, increments key, resets preview +affects: + - 13-04 + +# Tech tracking +tech-stack: + added: [] + patterns: + - aiPlacementKey integer state as a cache-busting trigger for FieldPlacer re-fetch + - Merge pattern for AI textFillData (AI values take precedence over existing manual values) + - Callback-prop pattern for async operations from child to parent (onAiAutoPlace) + +key-files: + created: [] + modified: + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewerWrapper.tsx + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx + +key-decisions: + - "aiPlacementKey integer incremented via setAiPlacementKey(k => k + 1) — functional update prevents stale closure issues" + - "textFillData is MERGED not replaced — {...prev, ...aiTextFill} preserves manually typed values while AI values take precedence" + - "previewToken reset to null after AI placement — agent must re-preview after AI changes fields" + - "AI button uses violet (#7c3aed / bg-violet-600) to visually distinguish from gray Preview and blue Prepare-and-Send" + - "Error from ai-prepare route is thrown in handleAiAutoPlace and caught by PreparePanel's handleAiAutoPlaceClick — surfaced via existing result state" + +patterns-established: + - "aiPlacementKey pattern: integer state in parent (DocumentPageClient), threaded as prop down through PdfViewerWrapper -> PdfViewer -> FieldPlacer, added to useEffect dependency array for re-fetch" + +requirements-completed: [AI-01, AI-02] + +# Metrics +duration: 2min +completed: 2026-03-21 +--- + +# Phase 13 Plan 03: AI Field Placement UI Wire-up Summary + +**Violet "AI Auto-place Fields" button in PreparePanel triggers POST /api/documents/[id]/ai-prepare, merges pre-fill data, and re-fetches DB fields via aiPlacementKey cache-busting prop threaded through PdfViewerWrapper to FieldPlacer** + +## Performance + +- **Duration:** 2 min +- **Started:** 2026-03-21T23:06:18Z +- **Completed:** 2026-03-21T23:08:27Z +- **Tasks:** 2 +- **Files modified:** 5 + +## Accomplishments +- FieldPlacer accepts `aiPlacementKey` prop and includes it in the loadFields useEffect dependency array, triggering a re-fetch whenever AI places fields +- PdfViewer and PdfViewerWrapper thread `aiPlacementKey` through the component chain from DocumentPageClient to FieldPlacer +- PreparePanel has "AI Auto-place Fields" violet button with dedicated aiLoading state, error display via existing result state, and disabled during any loading +- DocumentPageClient orchestrates handleAiAutoPlace: calls ai-prepare route, merges AI pre-fills into textFillData, increments aiPlacementKey, resets previewToken + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: Add aiPlacementKey prop to FieldPlacer and thread through PdfViewerWrapper** - `3e11eef` (feat) +2. **Task 2: Add AI Auto-place button to PreparePanel and wire DocumentPageClient handler** - `bfdaee1` (feat) + +**Plan metadata:** (docs commit — see below) + +## Files Created/Modified +- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx` - Added aiPlacementKey prop, added to loadFields useEffect deps +- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx` - Added aiPlacementKey prop, passes to FieldPlacer +- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewerWrapper.tsx` - Added aiPlacementKey prop, passes to PdfViewer +- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx` - Added onAiAutoPlace prop, aiLoading state, handleAiAutoPlaceClick, violet AI button above Preview +- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx` - Added aiPlacementKey state, handleAiAutoPlace callback, wired both to PdfViewerWrapper and PreparePanel + +## Decisions Made +- aiPlacementKey uses functional update `setAiPlacementKey(k => k + 1)` to avoid stale closure issues +- textFillData merges via `{...prev, ...aiTextFill}` — AI values take precedence; manual edits for other fields are preserved +- AI button is violet (#7c3aed / bg-violet-600) to visually distinguish from gray Preview button and blue Prepare-and-Send +- Error thrown by handleAiAutoPlace is caught in PreparePanel's handleAiAutoPlaceClick and displayed via the existing `result` state + +## Deviations from Plan + +None - plan executed exactly as written. + +## Issues Encountered + +None. + +## User Setup Required + +None - no external service configuration required. + +## Next Phase Readiness + +- All client-side AI wiring complete: button, loading state, error display, field re-fetch, textFillData merge, preview reset +- Phase 13 Plan 04 (E2E human verification) is ready — agent can now test the full AI placement flow in the browser +- Existing functionality unchanged: drag-and-drop, click-to-edit, quick-fill, preview, prepare-and-send all unaffected + +--- +*Phase: 13-ai-field-placement-and-pre-fill* +*Completed: 2026-03-21*