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docs(12.1-02): complete per-field text editing and quick-fill plan — human verification approved

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- 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 <noreply@anthropic.com>
This commit is contained in:
Chandler Copeland
2026-03-21 16:32:30 -06:00
parent dbca290dbb
commit 698b414249
3 changed files with 22 additions and 13 deletions
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16
.planning/phases/12.1-per-field-text-editing-and-quick-fill/12.1-02-SUMMARY.md
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@@ -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