docs(12.1): create phase plan — per-field text editing and quick-fill

This commit is contained in:
Chandler Copeland
2026-03-21 16:15:55 -06:00
parent 0eeed0fb73
commit 62ba448460
3 changed files with 872 additions and 1 deletions

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@@ -272,7 +272,11 @@ Plans:
3. When a text field is selected, PreparePanel shows quick-fill suggestion buttons (Client Name, Property Address, Client Email) that insert the corresponding value into the selected field
4. Text fill values entered per-field appear correctly embedded in the preview PDF and the final prepared PDF
5. The staleness token (previewToken) is reset when any text field value changes
**Plans**: TBD
**Plans**: 2 plans
Plans:
- [ ] 12.1-01-PLAN.md — preparePdf() field-ID-keyed text lookup + Strategy B removal; FieldPlacer click-to-select inline input; PdfViewer + PdfViewerWrapper optional prop chain
- [ ] 12.1-02-PLAN.md — DocumentPageClient selectedFieldId + textFillData shared state; PreparePanel QuickFillPanel + TextFillForm removal; human verification checkpoint
### Phase 13: AI Field Placement and Pre-fill
**Goal**: Agent clicks one button and AI auto-places all field types on the PDF in correct positions and pre-fills text fields with known client and property data
@@ -311,4 +315,5 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
| 11. Agent Saved Signature and Signing Workflow | 3/3 | Complete | 2026-03-21 | - |
| 11.1. Agent and Client Initials (INSERTED) | 3/3 | Complete | 2026-03-21 | - |
| 12. Filled Document Preview | 2/2 | Complete | 2026-03-21 | - |
| 12.1. Per-Field Text Editing and Quick-Fill (INSERTED) | v1.1 | 0/2 | Not started | - |
| 13. AI Field Placement and Pre-fill | v1.1 | 0/4 | Not started | - |