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docs(05-03): complete pdf-fill-and-field-mapping plan 03

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- 05-03-SUMMARY.md created: TextFillForm + PreparePanel + extended document page
- STATE.md updated: phase 5 complete, plan 05-03, decisions logged
- ROADMAP.md updated: phase 5 plan progress
This commit is contained in:
Chandler Copeland
2026-03-20 00:07:03 -06:00
parent 296ef482bb
commit 3ad0382b96
3 changed files with 149 additions and 10 deletions
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21
.planning/STATE.md
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@@ -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