diff --git a/.planning/STATE.md b/.planning/STATE.md index 6d4d67b..8341c4e 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -22,10 +22,10 @@ See: .planning/PROJECT.md (updated 2026-03-19) ## Current Position -Phase: 5 of 7 (PDF Fill and Field Mapping) — AWAITING HUMAN VERIFICATION -Plan: 05-04 (4 of 4 plans) — checkpoint:human-verify reached -Status: Plan 05-04 checkpoint reached — awaiting human tester to complete 10-step browser verification of DOC-04 (signature field placement), DOC-05 (text fill form), DOC-06 (Prepare and Send → status Sent + prepared PDF on disk) -Last activity: 2026-03-20 — Plan 05-04 checkpoint reached: all Phase 5 implementation complete, human sign-off required before Phase 6 +Phase: 5 of 7 (PDF Fill and Field Mapping) — BUG FIXES COMPLETE, AWAITING RE-VERIFICATION +Plan: 05-04 (4 of 4 plans) — four bugs found in human testing have been fixed +Status: Four bugs fixed post-human-testing (commits 126e10d, 05915aa, ef10dd5): (1) signature field placement coordinate math, (2) delete button not clickable, (3) client selector pre-selection + manual email entry, (4) text fill data silently dropped from output PDF. Ready for re-verification of all 10 steps. +Last activity: 2026-03-20 — Four post-testing bug fixes applied to Phase 5 PDF fill workflow Progress: [██████████] 100% @@ -131,5 +131,5 @@ None yet. ## Session Continuity Last session: 2026-03-20 -Stopped at: 05-04-PLAN.md — checkpoint:human-verify reached; all Phase 5 implementation complete; awaiting human tester sign-off on 10-step browser verification +Stopped at: 05-04 bug fixes complete — four post-testing bugs fixed; ready for re-verification of 10-step browser test Resume file: None diff --git a/.planning/phases/05-pdf-fill-and-field-mapping/05-04-SUMMARY.md b/.planning/phases/05-pdf-fill-and-field-mapping/05-04-SUMMARY.md index 7fc979a..e7995d8 100644 --- a/.planning/phases/05-pdf-fill-and-field-mapping/05-04-SUMMARY.md +++ b/.planning/phases/05-pdf-fill-and-field-mapping/05-04-SUMMARY.md @@ -1,8 +1,8 @@ --- phase: 05-pdf-fill-and-field-mapping plan: "04" -subsystem: ui -tags: [human-verify, checkpoint, pdf, signature-fields, document-preparation] +subsystem: documents/pdf-fill +tags: [human-verify, checkpoint, bug-fix, dnd-kit, pdf-lib, coordinate-math, form-prepare] # Dependency graph requires: @@ -19,82 +19,128 @@ affects: # Tech tracking tech-stack: - added: [] + added: + - email_addresses jsonb column in documents table (migration 0004) patterns: - - "Human verification checkpoint: 10-step manual browser walkthrough covering all three requirements" + - "pageInfo.width/height as authoritative rendered canvas size (not getBoundingClientRect)" + - "dnd-kit MouseSensor/TouchSensor with activationConstraint.distance to guard click targets" + - "onPointerDown e.stopPropagation() on buttons inside DndContext to prevent drag capture" + - "useLayoutEffect for tracking container dimensions in state" + - "preparePdf Strategy A (AcroForm) + Strategy B (drawText fallback) for text fill" + - "email_addresses jsonb column in documents table for Phase 6 signing" key-files: - created: [] - modified: [] + created: + - teressa-copeland-homes/drizzle/0004_military_maximus.sql + modified: + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx + - teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts + - teressa-copeland-homes/src/lib/pdf/prepare-document.ts + - teressa-copeland-homes/src/lib/db/schema.ts key-decisions: - - "Phase 5 human verification: tester must confirm drag-and-drop placement, text fill form, client assignment, Prepare and Send, status transitions, and prepared PDF file creation on disk" + - "Use pageInfo.width/height (from react-pdf page load callback) not containerRect.width/height for coordinate math" + - "dnd-kit sensor activationConstraint distance:5 prevents buttons inside DndContext from triggering drag" + - "onPointerDown e.stopPropagation() on delete button as safe guard for dnd-kit sensor capture" + - "preparePdf Strategy B stamps un-matched text fields as 'key: value' lines at top of page 1" + - "emailAddresses stored as jsonb array in documents.email_addresses ready for Phase 6; no email sent in Phase 5" + - "assignedClientId locked (read-only) when already set; defaults to document owner but changeable when null" -patterns-established: [] +patterns-established: + - "pageInfo.width/height pattern for PDF canvas coordinate math in FieldPlacer" + - "preparePdf dual-strategy text fill: AcroForm + drawText fallback" requirements-completed: [DOC-04, DOC-05, DOC-06] # Metrics -duration: 0min +duration: 30min completed: "2026-03-20" --- -# Phase 5 Plan 04: Human Verification Checkpoint Summary +# Phase 5 Plan 04: Human Verification Checkpoint + Bug Fixes Summary -**Phase 5 PDF fill and field mapping end-to-end browser verification — awaiting human tester sign-off on all 10 steps covering DOC-04, DOC-05, and DOC-06** +**Four bugs found during human testing were fixed: signature field misplacement, unclickable delete button, client selector pre-selection with manual email entry, and text fill data silently dropped from output PDF.** ## Performance -- **Duration:** 0 min (checkpoint plan — no auto tasks) -- **Started:** 2026-03-20T06:08:20Z -- **Completed:** Pending human verification -- **Tasks:** 0 auto / 1 checkpoint -- **Files modified:** 0 +- **Duration:** ~30 min (bug fixes after checkpoint) +- **Completed:** 2026-03-20 +- **Bugs fixed:** 4 +- **Commits:** 3 (Bugs 1+2 in same file, Bugs 3 and 4 separate) +- **Files modified:** 6 + 1 migration created ## Accomplishments -- Checkpoint reached after all Phase 5 implementation plans (05-01 through 05-03) completed -- All three requirements (DOC-04, DOC-05, DOC-06) implemented in prior plans — awaiting human confirmation -- Verification script prepared: 10-step browser walkthrough with expected outcomes for each step +### Bug 1 — Signature field placement lands in wrong position (FIXED) + +**Root cause:** `renderFields()` called `containerRef.current?.getBoundingClientRect()` during React render to obtain canvas dimensions. `containerRect.width/height` could differ from the actual PDF canvas size if the wrapper div had any extra decoration. Also, calling `getBoundingClientRect()` during render is unreliable. + +**Fix:** Used `pageInfo.width/height` (set from `react-pdf`'s `page.onLoadSuccess`) as the authoritative rendered canvas dimensions. Added `containerSize` state updated via `useLayoutEffect(pageInfo)` so `renderFields()` reads from stable state. `getBoundingClientRect()` is still called in `handleDragEnd` (event handler) to get the container's viewport origin for offset calculation only. + +**Commit:** `126e10d` + +### Bug 2 — Cannot click the x button to delete a signature field (FIXED) + +**Root cause:** dnd-kit's default sensor captured all `pointerdown` events inside `DndContext`, including on the delete button. + +**Fix (two-part):** +1. Configured `MouseSensor` + `TouchSensor` with `activationConstraint: { distance: 5 }` — drag only activates after 5px movement, so a button click does not start a drag. +2. Added `onPointerDown={(e) => e.stopPropagation()}` to the delete button — prevents dnd-kit sensors from seeing the `pointerdown` from the button. + +Field overlay divs now have `zIndex: 10` and the button `zIndex: 11`. + +**Commit:** `126e10d` (same file as Bug 1) + +### Bug 3 — Client selector should default to document's client; allow manual email entry (FIXED) + +**Root cause:** `PreparePanel` received a single `currentClientId` prop (resolved `assignedClientId ?? clientId`) so it could not distinguish "explicitly assigned" from "default owner". No email input existed. + +**Fix:** +- `page.tsx` now passes `assignedClientId` (nullable) and `defaultClientId` separately. +- `PreparePanel` shows locked read-only display when `assignedClientId` is non-null; unlocked dropdown (defaulting to `defaultClientId`) when null. +- Textarea added for additional/CC email addresses (comma or newline separated), always visible. +- `buildEmailAddresses()` merges client email + manual entries, deduplicates, validates. +- `POST /api/documents/[id]/prepare` accepts and stores `emailAddresses: string[]`. +- Added `email_addresses jsonb` column via migration `0004_military_maximus.sql` (applied). + +**Commit:** `05915aa` + +### Bug 4 — Text fill fields do nothing in the prepared PDF (FIXED) + +**Root cause:** `preparePdf()` silently caught all AcroForm errors with no fallback. Text fill data was discarded when the PDF had no AcroForm or no matching field names. + +**Fix:** Added Strategy B: after Strategy A (AcroForm), any un-filled entries are drawn as `key: value` text lines near the top of page 1 using `@cantoo/pdf-lib`'s `drawText()`. `acroFilledKeys` Set tracks Strategy A successes so Strategy B only stamps the remainder. + +**Commit:** `ef10dd5` ## Task Commits -No auto tasks in this plan — this is a pure human-verification checkpoint. +| Commit | Description | Bugs | +|---------|----------------------------------------------------------|------| +| 126e10d | fix(05-04): fix signature field placement coordinate math | 1, 2 | +| 05915aa | fix(05-04): pre-select document client and add manual email entry | 3 | +| ef10dd5 | fix(05-04): always stamp text fill data into prepared PDF | 4 | ## Files Created/Modified -None — this plan contains only a human-verification checkpoint task. - -## Decisions Made - -None - this plan is a blocking checkpoint requiring human verification before Phase 6 begins. +| File | Change | +|------|--------| +| `FieldPlacer.tsx` | Coordinate math, sensor config, delete button guard | +| `PreparePanel.tsx` | Locked client, manual email textarea, emailAddresses | +| `page.tsx` | Pass `assignedClientId` and `defaultClientId` separately | +| `prepare/route.ts` | Accept and store `emailAddresses` array | +| `prepare-document.ts` | Strategy B drawText fallback for text fill | +| `schema.ts` | Added `emailAddresses` jsonb field | +| `0004_military_maximus.sql` | New migration: email_addresses column | ## Deviations from Plan -None - plan executed exactly as written. No auto tasks were present. - -## Issues Encountered - -None — awaiting human verification. - -## User Setup Required - -None — application should already be running from prior development. If not: -```bash -cd teressa-copeland-homes && npm run dev -``` - -## Next Phase Readiness - -- **Blocked on:** Human tester completing all 10 verification steps and providing sign-off ("approved" signal) -- Phase 6 (Signing Flow) can begin after this checkpoint passes -- Key Phase 6 blocker: 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 (pending human sign-off)* +None — these were continuation bug fixes from human testing, not plan deviations. ## Self-Check: PASSED -- No auto tasks to verify — checkpoint plan only -- SUMMARY.md created at expected path +- All 6 source files exist and TypeScript compiles clean (tsc --noEmit) +- Migration 0004 generated and applied to local DB +- Commits 126e10d, 05915aa, ef10dd5 confirmed in git log