diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index eb64faf..7dc0f0f 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 | 2/4 | In Progress| | +| 5. PDF Fill and Field Mapping | 3/4 | 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 bd15a6d..a9126d5 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -3,12 +3,12 @@ gsd_state_version: 1.0 milestone: v1.0 milestone_name: milestone status: unknown -last_updated: "2026-03-20T06:00:00Z" +last_updated: "2026-03-20T06:08:00Z" progress: - total_phases: 4 + total_phases: 5 completed_phases: 4 - total_plans: 14 - completed_plans: 14 + total_plans: 18 + completed_plans: 18 --- # Project State @@ -22,10 +22,10 @@ See: .planning/PROJECT.md (updated 2026-03-19) ## Current Position -Phase: 5 of 7 (PDF Fill and Field Mapping) — IN PROGRESS -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 +Phase: 5 of 7 (PDF Fill and Field Mapping) — COMPLETE +Plan: 05-03 complete (3 of 3 plans in phase complete) +Status: Plan 05-03 complete — TextFillForm (key-value AcroForm field builder), PreparePanel (client selector + form + Prepare and Send button), document detail page extended with 2/3 + 1/3 grid layout +Last activity: 2026-03-20 — Plan 05-03 complete: TextFillForm.tsx and PreparePanel.tsx created, page.tsx extended with clients fetch and PreparePanel Progress: [██████████] 100% @@ -57,6 +57,7 @@ Progress: [██████████] 100% | 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 | +| Phase 05-pdf-fill-and-field-mapping P03 | 3 | 2 tasks | 4 files | ## Accumulated Context @@ -112,6 +113,8 @@ Recent decisions affecting current work: - [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 +- [Phase 05-pdf-fill-and-field-mapping]: PreparePanel canPrepare guard: only show prepare form for Draft status — read-only message for Sent/Signed +- [Phase 05-pdf-fill-and-field-mapping]: currentClientId defaults to doc.assignedClientId ?? doc.clientId — allows reassigning client before preparing ### Pending Todos @@ -128,5 +131,5 @@ None yet. ## Session Continuity 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 +Stopped at: Completed 05-03-PLAN.md — TextFillForm and PreparePanel components, extended document detail page with 2/3 + 1/3 split grid Resume file: None diff --git a/.planning/phases/05-pdf-fill-and-field-mapping/05-03-SUMMARY.md b/.planning/phases/05-pdf-fill-and-field-mapping/05-03-SUMMARY.md new file mode 100644 index 0000000..d9be757 --- /dev/null +++ b/.planning/phases/05-pdf-fill-and-field-mapping/05-03-SUMMARY.md @@ -0,0 +1,136 @@ +--- +phase: 05-pdf-fill-and-field-mapping +plan: "03" +subsystem: ui +tags: [react, nextjs, tailwind, pdf-preparation, client-forms] + +# Dependency graph +requires: + - phase: 05-01-pdf-fill-and-field-mapping + provides: POST /api/documents/[id]/prepare endpoint that fills AcroForm fields and transitions status to Sent +provides: + - TextFillForm component: key-value builder for AcroForm field data (up to 10 rows, individually removable) + - PreparePanel component: combined client selector + text fill form + Prepare and Send button with loading/error/success feedback + - Extended document detail page: 2/3 + 1/3 grid with PDF viewer on left, PreparePanel on right +affects: + - 06-signing-flow + +# Tech tracking +tech-stack: + added: [] + patterns: + - "PreparePanel uses useState + fetch + router.refresh() pattern for optimistic post-action UI update" + - "TextFillForm manages local row state and calls parent onChange with filtered Record" + - "Document detail page fetches clients list in parallel with doc via Promise.all" + +key-files: + created: + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/TextFillForm.tsx + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx + modified: + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx + +key-decisions: + - "PreparePanel canPrepare guard: only show prepare form for Draft status — read-only message for Sent/Signed" + - "currentClientId defaults to doc.assignedClientId ?? doc.clientId — allows reassigning client before preparing" + - "Prepare button disabled when no client selected (assignedClientId empty string)" + - "router.refresh() after successful prepare — updates server component data without full navigation" + +patterns-established: + - "PreparePanel pattern: client selector + domain-specific form + action button in single right-column panel" + - "TextFillForm pattern: dynamic row builder with onChange emitting filtered Record when label is non-empty" + +requirements-completed: [DOC-05, DOC-06] + +# Metrics +duration: 3min +completed: "2026-03-20" +--- + +# Phase 5 Plan 03: Text Fill Form and Prepare and Send Workflow Summary + +**TextFillForm (key-value AcroForm field builder) and PreparePanel (client selector + form + send button) integrated into document detail page as a 2/3 + 1/3 split grid** + +## Performance + +- **Duration:** 3 min +- **Started:** 2026-03-20T06:02:41Z +- **Completed:** 2026-03-20T06:05:22Z +- **Tasks:** 2 +- **Files modified:** 4 + +## Accomplishments + +- TextFillForm component built with up to 10 key-value rows, individually removable, calling parent onChange with filtered AcroForm field map +- PreparePanel built combining client selector dropdown, TextFillForm, and Prepare and Send button with loading/success/error feedback +- Document detail page extended to a 2/3 PDF viewer + 1/3 PreparePanel grid, fetching all clients in parallel with document query +- Pre-existing TypeScript bug in PdfViewer.tsx (page.scale on PageCallback) auto-fixed to restore clean build + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: Create TextFillForm and PreparePanel client components** - `df6eb76` (feat) +2. **Task 2: Extend document detail page to render PreparePanel** - `296ef48` (feat) + +**Plan metadata:** (docs commit follows) + +## Files Created/Modified + +- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/TextFillForm.tsx` - Key-value pair builder for AcroForm text fill data (up to 10 rows) +- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx` - Combined panel: client selector + TextFillForm + Prepare and Send button with loading/result state +- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx` - Extended: fetches allClients in parallel, renders 2/3+1/3 grid with PreparePanel +- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx` - Bug fix: replaced page.scale (nonexistent on PageCallback) with scale state variable + +## Decisions Made + +- PreparePanel shows a read-only "status is X" message for non-Draft documents — avoids re-preparing already sent/signed docs +- currentClientId initialized from `doc.assignedClientId ?? doc.clientId` — defaults to the most specific client assignment +- Prepare and Send button disabled when no client is selected — prevents API call with empty assignedClientId +- router.refresh() used (not router.push) so server component re-renders with updated status without changing URL + +## Deviations from Plan + +### Auto-fixed Issues + +**1. [Rule 1 - Bug] Fixed PdfViewer.tsx page.scale type error blocking build** +- **Found during:** Task 1 (build verification) +- **Issue:** `page.scale` does not exist on `PageCallback` type from react-pdf — TypeScript error introduced in Plan 05-02 +- **Fix:** Replaced `page.scale` with the `scale` state variable already in scope (same value — it's what was passed to the Page component) +- **Files modified:** `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx` +- **Verification:** `npm run build` compiles successfully with no TypeScript errors +- **Committed in:** df6eb76 (Task 1 commit) + +--- + +**Total deviations:** 1 auto-fixed (1 bug — pre-existing TypeScript error from Plan 05-02) +**Impact on plan:** Fix was necessary to achieve clean build per task success criteria. No scope creep. + +## Issues Encountered + +None beyond the auto-fixed PdfViewer.tsx type error. + +## User Setup Required + +None - no external service configuration required. + +## Next Phase Readiness + +- PreparePanel and TextFillForm are complete and wired to POST /api/documents/[id]/prepare +- Document detail page shows the prepare workflow for Draft documents +- Phase 5 is now fully complete (all 3 plans done) +- Phase 6 (Signing Flow) can now consume the `preparedFilePath` and `status: Sent` from the prepare endpoint +- Blocker to note: 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* + +## Self-Check: PASSED + +- FOUND: TextFillForm.tsx at expected path +- FOUND: PreparePanel.tsx at expected path +- FOUND: page.tsx at expected path +- FOUND: commit df6eb76 (Task 1) +- FOUND: commit 296ef48 (Task 2)