From 698b414249c50447c667823c01c643896cd57c92 Mon Sep 17 00:00:00 2001 From: Chandler Copeland Date: Sat, 21 Mar 2026 16:32:30 -0600 Subject: [PATCH] =?UTF-8?q?docs(12.1-02):=20complete=20per-field=20text=20?= =?UTF-8?q?editing=20and=20quick-fill=20plan=20=E2=80=94=20human=20verific?= =?UTF-8?q?ation=20approved?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit - Task 3 (human-verify checkpoint) approved: all 12 verification steps passed - Updated SUMMARY.md: tasks_completed 3, requirements-completed TXTF-01/02/03, verification section - STATE.md: Phase 12.1 marked complete; session stopped-at updated; decision recorded - ROADMAP.md: 12.1-01 and 12.1-02 plans marked complete ([x]); roadmap update-plan-progress confirmed 2/2 Co-Authored-By: Claude Sonnet 4.6 --- .planning/ROADMAP.md | 4 ++-- .planning/STATE.md | 15 ++++++++------- .../12.1-02-SUMMARY.md | 16 ++++++++++++---- 3 files changed, 22 insertions(+), 13 deletions(-) diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 4bbd5e7..7b457bb 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -275,8 +275,8 @@ Plans: **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 +- [x] 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 +- [x] 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 diff --git a/.planning/STATE.md b/.planning/STATE.md index a7ce8d5..ba245bf 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -3,10 +3,10 @@ gsd_state_version: 1.0 milestone: v1.1 milestone_name: Smart Document Preparation status: unknown -last_updated: "2026-03-21T22:23:58.000Z" +last_updated: "2026-03-21T22:32:08.230Z" progress: total_phases: 14 - completed_phases: 13 + completed_phases: 14 total_plans: 44 completed_plans: 44 --- @@ -22,10 +22,10 @@ See: .planning/PROJECT.md (updated 2026-03-21) ## Current Position -Phase: 12.1 (Per-Field Text Editing and Quick Fill) -Plan: 2 of 2 in phase 12.1 — AWAITING HUMAN VERIFICATION (checkpoint Task 3) -Status: Phase 12.1 Plan 02 automated tasks complete — selectedFieldId + textFillData lifted to DocumentPageClient; QuickFillPanel in PreparePanel; TextFillForm deleted; awaiting human browser verification of full per-field text editing and quick-fill flow -Last activity: 2026-03-21 — Phase 12.1 Plan 02: state bridge wired in DocumentPageClient; TextFillForm replaced with QuickFillPanel; handleFieldValueChange and handleQuickFill both reset previewToken; zero TSC errors. +Phase: 12.1 (Per-Field Text Editing and Quick Fill) — COMPLETE +Plan: 2 of 2 in phase 12.1 — COMPLETE (human verification approved) +Status: Phase 12.1 fully complete — all three plans shipped; TXTF-01, TXTF-02, TXTF-03 satisfied and human-verified; next phase is 13 (AI Field Placement and Pre-fill) +Last activity: 2026-03-21 — Phase 12.1 Plan 02: human approved all 12 verification steps; per-field text editing and quick-fill end-to-end verified; phase complete. ## Accumulated Context @@ -117,6 +117,7 @@ Recent decisions affecting v1.1 work: - [Phase 12.1-02]: textFillData starts as {} in DocumentPageClient — NOT seeded from clientPropertyAddress; old label-keyed seeding ({ propertyAddress: clientPropertyAddress }) is removed; quick-fill makes it trivial to insert the value once a field is selected - [Phase 12.1-02]: handleFieldValueChange and handleQuickFill are separate useCallback functions that both call setPreviewToken(null) — satisfies TXTF-03 staleness reset on every text change - [Phase 12.1-02]: defaultEmail reused for Client Email quick-fill button — already a PreparePanel prop (used for recipients pre-fill); no new prop needed (per research Pitfall 3) +- [Phase 12.1-02]: Human approved all 12 per-field text editing and quick-fill verification steps; TXTF-01, TXTF-02, TXTF-03 satisfied; Phase 12.1 complete ### Pending Todos @@ -130,5 +131,5 @@ None yet. ## Session Continuity Last session: 2026-03-21 -Stopped at: Checkpoint Task 3 in 12.1-per-field-text-editing-and-quick-fill/12.1-02-PLAN.md — awaiting human browser verification of per-field text editing and quick-fill end-to-end flow +Stopped at: Completed 12.1-per-field-text-editing-and-quick-fill/12.1-02-PLAN.md — human approved all 12 verification steps; phase 12.1 complete; ready for Phase 13 Resume file: None diff --git a/.planning/phases/12.1-per-field-text-editing-and-quick-fill/12.1-02-SUMMARY.md b/.planning/phases/12.1-per-field-text-editing-and-quick-fill/12.1-02-SUMMARY.md index a6f8f36..b142c88 100644 --- a/.planning/phases/12.1-per-field-text-editing-and-quick-fill/12.1-02-SUMMARY.md +++ b/.planning/phases/12.1-per-field-text-editing-and-quick-fill/12.1-02-SUMMARY.md @@ -34,14 +34,15 @@ decisions: metrics: duration_minutes: 5 completed_date: "2026-03-21" - tasks_completed: 2 + tasks_completed: 3 files_modified: 2 files_deleted: 1 +requirements-completed: [TXTF-01, TXTF-02, TXTF-03] --- # Phase 12.1 Plan 02: Per-Field Text Editing State Bridge Summary -**One-liner:** selectedFieldId and textFillData lifted to DocumentPageClient; TextFillForm replaced with QuickFillPanel (Client Name / Property Address / Client Email) in PreparePanel; previewToken staleness reset wired to both text-change callbacks. +**One-liner:** selectedFieldId and textFillData lifted to DocumentPageClient; TextFillForm replaced with QuickFillPanel (Client Name / Property Address / Client Email) in PreparePanel; previewToken staleness reset wired to both text-change callbacks; full per-field text editing and quick-fill flow verified by human (all 12 steps approved). ## Tasks Completed @@ -49,6 +50,7 @@ metrics: |---|------|--------|-------| | 1 | Extend DocumentPageClient with selectedFieldId + textFillData shared state | f395819 | DocumentPageClient.tsx | | 2 | Replace TextFillForm with QuickFillPanel in PreparePanel; delete TextFillForm.tsx | d2ebb2c | PreparePanel.tsx, TextFillForm.tsx (deleted) | +| 3 | Human verification — per-field text editing and quick-fill end-to-end | approved | (no code — browser verification) | ## What Was Built @@ -88,9 +90,15 @@ None — plan executed exactly as written. - Both `handleFieldValueChange` and `handleQuickFill` call `setPreviewToken(null)` - `handlePreview` and `handlePrepare` use `textFillData` from props -## Checkpoint: Awaiting Human Verification +## Human Verification: APPROVED -Task 3 is a `checkpoint:human-verify` gate. The automated work is complete. Human browser verification of the full per-field text editing and quick-fill flow is required before this plan can be marked complete. +Task 3 was a `checkpoint:human-verify` gate. Human typed "approved" — all 12 verification steps passed: +- Field click → selection and inline cursor confirmed +- Quick-fill buttons (Client Name, Property Address, Client Email) appeared and inserted correctly +- Preview PDF embedded values at correct field-box positions (not top of page) +- Send button re-disabled on text change; re-enabled after fresh preview +- Prepare and Send embedded both text values at their field positions +- No generic label/value "Text fill fields" form visible in PreparePanel ## Self-Check: PASSED