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docs(13-01): complete AI foundation layer plan — extract-text, field-placement, unit tests

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- Create 13-01-SUMMARY.md with TDD execution results and decisions
- Update STATE.md: phase 13 in progress, plan 1/4 complete
- Update ROADMAP.md: phase 13 status set to In Progress (1/4 summaries)
- Mark AI-01, AI-02 requirements complete in REQUIREMENTS.md

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Chandler Copeland
2026-03-21 17:02:25 -06:00
parent c1e1e5ec49
commit 24e1f5aa00
4 changed files with 139 additions and 13 deletions
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21
.planning/STATE.md
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@@ -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