diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 12c3d93..eb64faf 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -146,6 +146,6 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 | 2. Marketing Site | 2/3 | In Progress| | | 3. Agent Portal Shell | 4/4 | Complete | 2026-03-19 | | 4. PDF Ingest | 4/4 | Complete | 2026-03-20 | -| 5. PDF Fill and Field Mapping | 1/4 | In Progress | - | +| 5. PDF Fill and Field Mapping | 2/4 | In Progress| | | 6. Signing Flow | 0/? | Not started | - | | 7. Audit Trail and Download | 0/? | Not started | - | diff --git a/.planning/STATE.md b/.planning/STATE.md index 39f54c7..bd15a6d 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -3,7 +3,7 @@ gsd_state_version: 1.0 milestone: v1.0 milestone_name: milestone status: unknown -last_updated: "2026-03-20T04:13:12.205Z" +last_updated: "2026-03-20T06:00:00Z" progress: total_phases: 4 completed_phases: 4 @@ -23,9 +23,9 @@ See: .planning/PROJECT.md (updated 2026-03-19) ## Current Position Phase: 5 of 7 (PDF Fill and Field Mapping) — IN PROGRESS -Plan: 05-01 complete (1 of 3 plans in phase complete) -Status: Plan 05-01 complete — DB migration 0003 applied, preparePdf utility, GET/PUT fields and POST prepare API routes, 10 Y-flip tests passing -Last activity: 2026-03-19 — Plan 05-01 complete: schema extended, @cantoo/pdf-lib installed, API routes live, Jest test suite passing +Plan: 05-02 complete (2 of 3 plans in phase complete) +Status: Plan 05-02 complete — dnd-kit drag-and-drop field placer, FieldPlacer.tsx component, PdfViewer extended with pageInfo, Y-flip coordinate conversion, field persistence via PUT /api/documents/[id]/fields +Last activity: 2026-03-20 — Plan 05-02 complete: FieldPlacer.tsx created, PdfViewer.tsx extended with onLoadSuccess/pageInfo, @dnd-kit/core installed Progress: [██████████] 100% @@ -56,6 +56,7 @@ Progress: [██████████] 100% | Phase 04-pdf-ingest P01 | 8 | 2 tasks | 7 files | | Phase 04-pdf-ingest P02 | 1 | 2 tasks | 3 files | | Phase 04-pdf-ingest P04-03 | 5 | 2 tasks | 8 files | +| Phase 05-pdf-fill-and-field-mapping P02 | 1 | 2 tasks | 2 files | ## Accumulated Context @@ -107,6 +108,10 @@ Recent decisions affecting current work: - [Phase 05-pdf-fill-and-field-mapping 05-01]: form.flatten() called BEFORE drawing signature rectangles — required order; if reversed, AcroForm overlay obscures drawn rectangles - [Phase 05-pdf-fill-and-field-mapping 05-01]: jest + ts-jest chosen for unit tests — straightforward TypeScript test support without ESM complications for coordinate formula tests - [Phase 05-pdf-fill-and-field-mapping 05-01]: Y-flip formula pdfY = ((renderedH - screenY) / renderedH) * originalHeight is scale-invariant — verified at 1:1 and 50% zoom in test suite +- [Phase 05-pdf-fill-and-field-mapping 05-02]: DragOverlay used for ghost rendering — avoids transform-based dragging which breaks coordinate math relative to droppable container +- [Phase 05-pdf-fill-and-field-mapping 05-02]: containerRef.getBoundingClientRect() called at drop time (not stale pageInfo.width) — captures current rendered size after zoom changes +- [Phase 05-pdf-fill-and-field-mapping 05-02]: activatorEvent + delta pattern for final drop coordinates — activatorEvent gives client position at drag start, delta gives displacement +- [Phase 05-pdf-fill-and-field-mapping 05-02]: top: top - heightPx on overlay divs — pdfToScreenCoords returns y of bottom-left corner; must shift up by field height for DOM top-left origin ### Pending Todos @@ -122,6 +127,6 @@ None yet. ## Session Continuity -Last session: 2026-03-19 -Stopped at: Completed 05-01-PLAN.md — DB migration 0003, preparePdf utility, fields/prepare API routes, 10 Jest tests passing +Last session: 2026-03-20 +Stopped at: Completed 05-02-PLAN.md — FieldPlacer.tsx with dnd-kit, PdfViewer extended with pageInfo state and FieldPlacer integration Resume file: None diff --git a/.planning/phases/05-pdf-fill-and-field-mapping/05-02-SUMMARY.md b/.planning/phases/05-pdf-fill-and-field-mapping/05-02-SUMMARY.md new file mode 100644 index 0000000..ad5345d --- /dev/null +++ b/.planning/phases/05-pdf-fill-and-field-mapping/05-02-SUMMARY.md @@ -0,0 +1,92 @@ +--- +phase: 05-pdf-fill-and-field-mapping +plan: 02 +subsystem: frontend/documents +tags: [dnd-kit, pdf-fields, field-placer, coordinate-conversion, drag-and-drop] +dependency_graph: + requires: [05-01] + provides: [field-placement-ui, signature-field-overlay] + affects: [documents-detail-page, pdf-viewer] +tech_stack: + added: ["@dnd-kit/core@^6.3.1", "@dnd-kit/utilities@^3.2.2"] + patterns: [dnd-kit-drag-overlay, y-flip-coordinate-conversion, droppable-pdf-zone] +key_files: + created: + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx + modified: + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx +decisions: + - "DragOverlay used for ghost rendering during drag — avoids transform-based dragging which breaks coordinate math relative to the droppable container" + - "containerRef.getBoundingClientRect() called at drop time (not stale pageInfo.width) — captures current rendered size after zoom changes" + - "activatorEvent + delta pattern for final drop coordinates — activatorEvent gives the client position where drag started, delta gives displacement" + - "DroppableZone assigns both setNodeRef (dnd-kit) and containerRef (coordinate math) to same DOM node via combined ref callback" + - "top: top - heightPx applied to overlay divs — pdfToScreenCoords returns y of bottom-left corner, must shift up by field height for DOM top-left origin" +metrics: + duration: 1 min + completed_date: "2026-03-20" + tasks_completed: 2 + files_created: 1 + files_modified: 1 +--- + +# Phase 5 Plan 02: Drag-and-Drop Signature Field Placer Summary + +**One-liner:** dnd-kit DndContext with draggable palette token + droppable PDF zone; Y-flip coordinate conversion persists fields to DB via PUT /api/documents/[id]/fields. + +## What Was Built + +A complete drag-and-drop field placement system integrated into the document detail page: + +1. **FieldPlacer.tsx** (321 lines) — New client component providing: + - A `DndContext` wrapping both palette and PDF canvas + - `DraggableToken` sub-component using `useDraggable` for the "Signature Field" palette item + - `DroppableZone` sub-component using `useDroppable` to make the PDF canvas a valid drop target + - `DragOverlay` showing a blue ghost rectangle during drag + - `screenToPdfCoords()` — Y-flip formula converting DOM coordinates to PDF user space + - `pdfToScreenCoords()` — inverse formula for rendering stored fields as overlays + - Server sync: GET on mount (load existing), PUT on every add/remove (persist) + - Per-page filtering (`field.page === currentPage`) so page 1 fields don't show on page 2 + +2. **PdfViewer.tsx** (updated) — Extended with: + - `pageInfo` state (`PageInfo | null`) populated via `onLoadSuccess` callback + - `Math.max(page.view[0], page.view[2])` / `Math.max(page.view[1], page.view[3])` for robust `originalWidth`/`originalHeight` (handles non-standard mediaBox ordering) + - `FieldPlacer` wraps the `Document`/`Page` tree, receiving `docId`, `pageInfo`, `currentPage` + - Only `scale` prop used on `` (not both `width` + `scale`) + +## Verification Results + +- `npm run build` — compiled successfully (both tasks) +- FieldPlacer.tsx: 321 lines (minimum 80 required) +- `@dnd-kit/core` and `@dnd-kit/utilities` present in package.json +- PdfViewerWrapper.tsx unchanged (dynamic import wrapper still passes docId through) + +## Coordinate Conversion Details + +The Y-flip formula is critical for correct field placement: +- **DOM**: Y=0 at top, increases downward +- **PDF user space**: Y=0 at bottom, increases upward +- `pdfY = ((renderedH - screenY) / renderedH) * originalHeight` +- This means dragging to the visual top of a page stores a high pdfY value (near originalHeight) +- `containerRect.width/height` used at drop time (not stale pageInfo) to handle zoom changes correctly + +## Commits + +| Task | Commit | Description | +|------|--------|-------------| +| Task 1 | 6069ae5 | feat(05-02): install dnd-kit and create FieldPlacer component | +| Task 2 | 7a36736 | feat(05-02): extend PdfViewer with pageInfo state and FieldPlacer integration | + +## Deviations from Plan + +None — plan executed exactly as written. + +The DroppableZone component uses a combined ref callback to assign both the dnd-kit `setNodeRef` and the `containerRef` simultaneously to the same DOM node — this was a minor implementation detail not explicitly specified in the plan but required for correct operation. + +## Self-Check: PASSED + +- FOUND: FieldPlacer.tsx (321 lines) +- FOUND: PdfViewer.tsx (updated) +- FOUND commit: 6069ae5 +- FOUND commit: 7a36736 +- @dnd-kit/core and @dnd-kit/utilities in package.json +- Build: compiled successfully