diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index 7227ca7..f6f67ff 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -73,8 +73,8 @@ ### AI Assistance -- [ ] **AI-01**: Agent can click one button to have AI auto-place all field types (text, checkbox, initials, date, agent signature, client signature) on a PDF in the correct positions -- [ ] **AI-02**: AI pre-fills text fields with known values from the client profile (name, property address, date) +- [x] **AI-01**: Agent can click one button to have AI auto-place all field types (text, checkbox, initials, date, agent signature, client signature) on a PDF in the correct positions +- [x] **AI-02**: AI pre-fills text fields with known values from the client profile (name, property address, date) ### Agent Signature @@ -198,8 +198,8 @@ Which phases cover which requirements. Updated during roadmap creation. | TXTF-01 | Phase 12.1 | Complete | | TXTF-02 | Phase 12.1 | Complete | | TXTF-03 | Phase 12.1 | Complete | -| AI-01 | Phase 13 | Pending | -| AI-02 | Phase 13 | Pending | +| AI-01 | Phase 13 | Complete | +| AI-02 | Phase 13 | Complete | **Coverage:** - v1.0 requirements: 28 total — mapped to phases 1-7 — all Complete diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 51991fc..dcfea47 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 | v1.1 | 0/4 | Not started | - | +| 13. AI Field Placement and Pre-fill | 1/4 | In Progress| | - | diff --git a/.planning/STATE.md b/.planning/STATE.md index 30e06d0..bf7f935 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: "2026-03-21T22:36:44.468Z" +last_updated: "2026-03-21T23:02:01.085Z" progress: - total_phases: 14 + total_phases: 15 completed_phases: 14 - total_plans: 44 - completed_plans: 44 + total_plans: 48 + completed_plans: 45 --- # Project State @@ -22,10 +22,10 @@ See: .planning/PROJECT.md (updated 2026-03-21) ## Current Position -Phase: 12.1 (Per-Field Text Editing and Quick Fill) — COMPLETE -Plan: 2 of 2 in phase 12.1 — COMPLETE (human verification approved) -Status: Phase 12.1 fully complete — all three plans shipped; TXTF-01, TXTF-02, TXTF-03 satisfied and human-verified; next phase is 13 (AI Field Placement and Pre-fill) -Last activity: 2026-03-21 — Phase 12.1 Plan 02: human approved all 12 verification steps; per-field text editing and quick-fill end-to-end verified; phase complete. +Phase: 13 (AI Field Placement and Pre-fill) — IN PROGRESS +Plan: 1 of 4 complete — Plan 01 done; Plans 02-04 remaining +Status: Phase 13 Plan 01 complete — AI foundation layer (extract-text.ts, field-placement.ts, aiCoordsToPagePdfSpace unit tests) shipped; openai SDK installed; ready for Plan 02 (AI route handler) +Last activity: 2026-03-21 — Phase 13 Plan 01: AI utility modules implemented, TDD unit tests pass, TypeScript compiles clean. ## Accumulated Context @@ -62,6 +62,7 @@ Progress: [█████████████] 100% (13/13 phases complete) | Phase 12-filled-document-preview P02 | 25 | 3 tasks (2 auto + 1 human-verify) | 8 files | | 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 | ## Accumulated Context @@ -118,6 +119,10 @@ Recent decisions affecting v1.1 work: - [Phase 12.1-02]: handleFieldValueChange and handleQuickFill are separate useCallback functions that both call setPreviewToken(null) — satisfies TXTF-03 staleness reset on every text change - [Phase 12.1-02]: defaultEmail reused for Client Email quick-fill button — already a PreparePanel prop (used for recipients pre-fill); no new prop needed (per research Pitfall 3) - [Phase 12.1-02]: Human approved all 12 per-field text editing and quick-fill verification steps; TXTF-01, TXTF-02, TXTF-03 satisfied; Phase 12.1 complete +- [Phase 13-ai-field-placement-and-pre-fill]: Manual json_schema response_format confirmed required — zodResponseFormat broken with Zod v4.3.6 (issues #1540, #1602, #1709) +- [Phase 13-ai-field-placement-and-pre-fill]: Standard field sizes (checkbox=24x24, others=144x36pt) override AI widthPct/heightPct for consistency with FieldPlacer defaults +- [Phase 13-ai-field-placement-and-pre-fill]: textFillData keyed by UUID assigned in route handler — matches Phase 12.1 design where DocumentPageClient uses field.id as key +- [Phase 13-ai-field-placement-and-pre-fill]: GlobalWorkerOptions.workerSrc='' set at module level in extract-text.ts for Node.js fake-worker mode; client components set workerSrc independently ### Pending Todos diff --git a/.planning/phases/13-ai-field-placement-and-pre-fill/13-01-SUMMARY.md b/.planning/phases/13-ai-field-placement-and-pre-fill/13-01-SUMMARY.md new file mode 100644 index 0000000..b493589 --- /dev/null +++ b/.planning/phases/13-ai-field-placement-and-pre-fill/13-01-SUMMARY.md @@ -0,0 +1,121 @@ +--- +phase: 13-ai-field-placement-and-pre-fill +plan: 01 +subsystem: ai +tags: [openai, pdfjs-dist, coordinate-conversion, tdd, gpt-4o-mini, structured-output] + +# Dependency graph +requires: + - phase: 12.1-per-field-text-editing-and-quick-fill + provides: textFillData keyed by field UUID, DocumentPageClient state architecture + - phase: 10-expanded-field-types-end-to-end + provides: SignatureFieldType union, SignatureFieldData interface +provides: + - extractPdfText(filePath) — pdfjs-dist server-side text extraction returning PageText[] + - aiCoordsToPagePdfSpace() — AI top-left pct to PDF bottom-left points with Y-axis flip + - classifyFieldsWithAI() — GPT-4o-mini structured output call returning SignatureFieldData[] + textFillData + - AiFieldCoords interface + - Unit test for coordinate conversion (3 cases, US Letter dimensions) +affects: [13-02-ai-route, 13-03-ui-button, 13-04-integration-test] + +# Tech tracking +tech-stack: + added: [openai@6.32.0] + patterns: + - pdfjs-dist legacy build with GlobalWorkerOptions.workerSrc='' for Node.js server-side use + - Manual json_schema response_format with strict=true (NOT zodResponseFormat — broken with Zod v4) + - Standard field sizes override AI dimensions (checkbox=24x24pt, others=144x36pt) + - textFillData keyed by crypto.randomUUID() field ID (not label) + +key-files: + created: + - teressa-copeland-homes/src/lib/ai/extract-text.ts + - teressa-copeland-homes/src/lib/ai/field-placement.ts + - teressa-copeland-homes/src/lib/pdf/__tests__/ai-coords.test.ts + modified: + - teressa-copeland-homes/package.json (openai dependency added) + - teressa-copeland-homes/package-lock.json + +key-decisions: + - "openai 6.32.0 installed as production dependency (not devDependency)" + - "GlobalWorkerOptions.workerSrc = '' required for Node.js server-side pdfjs-dist — do NOT share with browser components" + - "Manual json_schema response_format confirmed required — zodResponseFormat broken with Zod v4 (issues #1540 #1602 #1709)" + - "Standard field sizes (checkbox=24x24, others=144x36pt) override AI widthPct/heightPct for consistency" + - "textFillData keyed by UUID assigned in route handler — not by label — matches Phase 12.1 design" + +patterns-established: + - "Pattern: lib/ai/* files carry // server-only guard comment — never imported from client components" + - "Pattern: aiCoordsToPagePdfSpace is the single named utility for AI-to-PDF coord conversion — replicated from FieldPlacer.tsx formula" + +requirements-completed: [AI-01, AI-02] + +# Metrics +duration: 2min +completed: 2026-03-21 +--- + +# Phase 13 Plan 01: AI Field Placement Foundation Summary + +**openai SDK installed, pdfjs-dist server-side text extraction module, and GPT-4o-mini structured output field classifier with Y-axis-flip coordinate conversion verified by TDD unit tests** + +## Performance + +- **Duration:** 2 min +- **Started:** 2026-03-21T22:58:46Z +- **Completed:** 2026-03-21T23:01:00Z +- **Tasks:** 2 (TDD: RED then GREEN) +- **Files modified:** 5 + +## Accomplishments + +- TDD RED phase: wrote 3 failing unit tests for aiCoordsToPagePdfSpace with US Letter (612x792pt) dimensions +- TDD GREEN phase: implemented extract-text.ts and field-placement.ts passing all 3 tests +- openai 6.32.0 installed as production dependency +- TypeScript compiles without errors (npx tsc --noEmit passes) + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: Write failing unit test for aiCoordsToPagePdfSpace** - `f7d74c0` (test) +2. **Task 2: Implement extract-text.ts and field-placement.ts (GREEN)** - `c1e1e5e` (feat) + +## Files Created/Modified + +- `teressa-copeland-homes/src/lib/ai/extract-text.ts` - extractPdfText() using pdfjs-dist legacy build; GlobalWorkerOptions.workerSrc='' for Node.js; PageText interface; text capped at 2000 chars/page +- `teressa-copeland-homes/src/lib/ai/field-placement.ts` - AiFieldCoords interface; aiCoordsToPagePdfSpace() with Y-axis flip; classifyFieldsWithAI() calling GPT-4o-mini with manual json_schema; standard field sizes; textFillData keyed by UUID +- `teressa-copeland-homes/src/lib/pdf/__tests__/ai-coords.test.ts` - 3 unit tests: text field near top, checkbox near bottom-right, client-sig at center +- `teressa-copeland-homes/package.json` - openai 6.32.0 added to dependencies + +## Decisions Made + +- Manual json_schema response_format confirmed (NOT zodResponseFormat) — broken with Zod v4.3.6 per issues #1540, #1602, #1709; this is a locked decision from STATE.md research phase +- Standard field sizes override AI-returned widthPct/heightPct: checkbox=24x24pt, all others=144x36pt — consistent with FieldPlacer defaults, prevents poorly-sized AI fields +- textFillData built with UUID keys assigned in route handler — matches Phase 12.1 design where DocumentPageClient uses field.id as the key +- GlobalWorkerOptions.workerSrc='' set at module level in extract-text.ts — this is the Node.js fake-worker pattern; client components (PdfViewer, PreviewModal) set their own workerSrc independently + +## Deviations from Plan + +None - plan executed exactly as written. + +## Issues Encountered + +None. + +## User Setup Required + +**OPENAI_API_KEY must be set in .env.local** before the AI auto-place feature works. The classifyFieldsWithAI() function throws `'OPENAI_API_KEY not configured'` if the key is absent — this is a clear error that surfaces to the agent in the browser. No silent failures. + +No other external service configuration required for this plan. + +## Next Phase Readiness + +- Both AI utility modules exist and are importable from the server-only route handler (Plan 02) +- Coordinate conversion is unit-tested and correct for US Letter dimensions +- openai SDK ready for use in `/api/documents/[id]/ai-prepare` route (Plan 02) +- FieldPlacer + DocumentPageClient unchanged — Plan 03 will add the UI button and state wiring +- Blocker from STATE.md still active: AI coordinate accuracy on real Utah forms is untested — Plan 04 integration test required before Phase 13 ships to production + +--- +*Phase: 13-ai-field-placement-and-pre-fill* +*Completed: 2026-03-21*