docs(12.1-02): complete per-field text editing and quick-fill plan — human verification approved
- 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>
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Chandler Copeland
@@ -275,8 +275,8 @@ Plans:
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**Plans**: 2 plans
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Plans:
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- [ ] 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
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- [ ] 12.1-02-PLAN.md — DocumentPageClient selectedFieldId + textFillData shared state; PreparePanel QuickFillPanel + TextFillForm removal; human verification checkpoint
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- [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
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- [x] 12.1-02-PLAN.md — DocumentPageClient selectedFieldId + textFillData shared state; PreparePanel QuickFillPanel + TextFillForm removal; human verification checkpoint
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### Phase 13: AI Field Placement and Pre-fill
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**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
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@@ -3,10 +3,10 @@ gsd_state_version: 1.0
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milestone: v1.1
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milestone_name: Smart Document Preparation
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status: unknown
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last_updated: "2026-03-21T22:23:58.000Z"
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last_updated: "2026-03-21T22:32:08.230Z"
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progress:
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total_phases: 14
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completed_phases: 13
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completed_phases: 14
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total_plans: 44
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completed_plans: 44
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---
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@@ -22,10 +22,10 @@ See: .planning/PROJECT.md (updated 2026-03-21)
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## Current Position
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Phase: 12.1 (Per-Field Text Editing and Quick Fill)
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Plan: 2 of 2 in phase 12.1 — AWAITING HUMAN VERIFICATION (checkpoint Task 3)
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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
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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.
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Phase: 12.1 (Per-Field Text Editing and Quick Fill) — COMPLETE
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Plan: 2 of 2 in phase 12.1 — COMPLETE (human verification approved)
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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)
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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.
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## Accumulated Context
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@@ -117,6 +117,7 @@ Recent decisions affecting v1.1 work:
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- [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
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- [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
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- [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)
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- [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
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### Pending Todos
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@@ -130,5 +131,5 @@ None yet.
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## Session Continuity
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Last session: 2026-03-21
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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
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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
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Resume file: None
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@@ -34,14 +34,15 @@ decisions:
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metrics:
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duration_minutes: 5
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completed_date: "2026-03-21"
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tasks_completed: 2
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tasks_completed: 3
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files_modified: 2
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files_deleted: 1
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requirements-completed: [TXTF-01, TXTF-02, TXTF-03]
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---
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# Phase 12.1 Plan 02: Per-Field Text Editing State Bridge Summary
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**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.
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**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).
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## Tasks Completed
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@@ -49,6 +50,7 @@ metrics:
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|---|------|--------|-------|
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| 1 | Extend DocumentPageClient with selectedFieldId + textFillData shared state | f395819 | DocumentPageClient.tsx |
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| 2 | Replace TextFillForm with QuickFillPanel in PreparePanel; delete TextFillForm.tsx | d2ebb2c | PreparePanel.tsx, TextFillForm.tsx (deleted) |
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| 3 | Human verification — per-field text editing and quick-fill end-to-end | approved | (no code — browser verification) |
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## What Was Built
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@@ -88,9 +90,15 @@ None — plan executed exactly as written.
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- Both `handleFieldValueChange` and `handleQuickFill` call `setPreviewToken(null)`
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- `handlePreview` and `handlePrepare` use `textFillData` from props
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## Checkpoint: Awaiting Human Verification
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## Human Verification: APPROVED
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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.
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Task 3 was a `checkpoint:human-verify` gate. Human typed "approved" — all 12 verification steps passed:
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- Field click → selection and inline cursor confirmed
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- Quick-fill buttons (Client Name, Property Address, Client Email) appeared and inserted correctly
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- Preview PDF embedded values at correct field-box positions (not top of page)
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- Send button re-disabled on text change; re-enabled after fresh preview
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- Prepare and Send embedded both text values at their field positions
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- No generic label/value "Text fill fields" form visible in PreparePanel
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## Self-Check: PASSED
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