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

- 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
2026-03-20 00:07:03 -06:00
parent 296ef482bb
commit 3ad0382b96
3 changed files with 149 additions and 10 deletions
--- 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 | - |
--- 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
--- 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
@@ -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<string, string>"
+    - "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)