fix(05-04): simplify recipients to single pre-filled textarea, remove client dropdown

teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx

@@ -3,102 +3,51 @@ import { useState } from 'react';
 import { useRouter } from 'next/navigation';
 import { TextFillForm } from './TextFillForm';
 
-interface Client { id: string; name: string; email: string; }
-
 interface PreparePanelProps {
   docId: string;
-  clients: Client[];
+  defaultEmail: string;
-  /** The client already explicitly assigned to this document (null if not yet assigned). */
+  clientName: string;
-  assignedClientId: string | null;
-  /** The client the document belongs to — used as the default selection when no explicit assignedClientId. */
-  defaultClientId: string;
   currentStatus: string;
 }
 
-/**
- * Parse a comma/newline-separated string of email addresses into a trimmed, deduplicated array.
- * Empty tokens are filtered out.
- */
 function parseEmails(raw: string): string[] {
-  return raw
+  return raw.split(/[\n,]+/).map((e) => e.trim()).filter(Boolean);
-    .split(/[\n,]+/)
-    .map((e) => e.trim())
-    .filter(Boolean);
 }
 
-/** Very light email format check — catches obvious mistakes without a full RFC 5322 parse. */
 function isValidEmail(email: string): boolean {
   return /^[^\s@]+@[^\s@]+\.[^\s@]+$/.test(email);
 }
 
-export function PreparePanel({
+export function PreparePanel({ docId, defaultEmail, clientName, currentStatus }: PreparePanelProps) {
-  docId,
-  clients,
-  assignedClientId,
-  defaultClientId,
-  currentStatus,
-}: PreparePanelProps) {
   const router = useRouter();
-
+  const [recipients, setRecipients] = useState(defaultEmail);
-  // selectedClientId: id from the dropdown (empty string = "pick manually by email")
-  const [selectedClientId, setSelectedClientId] = useState<string>(
-    assignedClientId ?? defaultClientId,
-  );
-
-  // primaryEmail: editable email for the assigned client (pre-filled, can be overridden)
-  const assignedClient = clients.find(c => c.id === assignedClientId);
-  const [primaryEmail, setPrimaryEmail] = useState(assignedClient?.email ?? '');
-
-  // emailInput: raw text for manual email entry (used when selectedClientId is '' or
-  // as additional CC addresses)
-  const [emailInput, setEmailInput] = useState('');
-
   const [textFillData, setTextFillData] = useState<Record<string, string>>({});
   const [loading, setLoading] = useState(false);
   const [result, setResult] = useState<{ ok: boolean; message: string } | null>(null);
 
-  // Don't show the panel if already sent/signed
+  if (currentStatus !== 'Draft') {
-  const canPrepare = currentStatus === 'Draft';
+    return (
-
+      <div className="rounded-lg border border-gray-200 p-4 bg-gray-50 text-sm text-gray-500">
-  // The email addresses that will be sent with the prepare request.
+        Document status is <strong>{currentStatus}</strong> — preparation is only available for Draft documents.
-  // When an assigned client exists, use the (editable) primaryEmail.
+      </div>
-  // Otherwise use the dropdown-selected client's email.
+    );
-  // Any manually-entered addresses are appended.
-  function buildEmailAddresses(): string[] {
-    const addresses: string[] = [];
-
-    if (assignedClientId && primaryEmail.trim()) {
-      addresses.push(primaryEmail.trim());
-    } else if (selectedClientId) {
-      const client = clients.find((c) => c.id === selectedClientId);
-      if (client?.email) addresses.push(client.email);
-    }
-
-    const extras = parseEmails(emailInput);
-    for (const e of extras) {
-      if (!addresses.includes(e)) addresses.push(e);
-    }
-
-    return addresses;
   }
 
   async function handlePrepare() {
     setLoading(true);
     setResult(null);
 
-    const emailAddresses = buildEmailAddresses();
+    const emailAddresses = parseEmails(recipients);
 
-    // Require at least one email address
     if (emailAddresses.length === 0) {
-      setResult({ ok: false, message: 'Please select a client or enter at least one email address.' });
+      setResult({ ok: false, message: 'Enter at least one recipient email.' });
       setLoading(false);
       return;
     }
 
-    // Validate all addresses
     const invalid = emailAddresses.filter((e) => !isValidEmail(e));
     if (invalid.length > 0) {
-      setResult({ ok: false, message: `Invalid email address(es): ${invalid.join(', ')}` });
+      setResult({ ok: false, message: `Invalid email(s): ${invalid.join(', ')}` });
       setLoading(false);
       return;
     }
@@ -107,18 +56,14 @@ export function PreparePanel({
       const res = await fetch(`/api/documents/${docId}/prepare`, {
         method: 'POST',
         headers: { 'Content-Type': 'application/json' },
-        body: JSON.stringify({
+        body: JSON.stringify({ textFillData, emailAddresses }),
-          textFillData,
-          assignedClientId: selectedClientId || null,
-          emailAddresses,
-        }),
       });
       if (!res.ok) {
         const err = await res.json().catch(() => ({ error: 'Unknown error' }));
         setResult({ ok: false, message: err.error ?? 'Prepare failed' });
       } else {
-        setResult({ ok: true, message: 'Document prepared successfully. Status updated to Sent.' });
+        setResult({ ok: true, message: 'Document prepared. Status updated to Sent.' });
-        router.refresh(); // Update the page to reflect new status
+        router.refresh();
       }
     } catch (e) {
       setResult({ ok: false, message: String(e) });
@@ -127,71 +72,26 @@ export function PreparePanel({
     }
   }
 
-  if (!canPrepare) {
-    return (
-      <div className="rounded-lg border border-gray-200 p-4 bg-gray-50 text-sm text-gray-500">
-        Document status is <strong>{currentStatus}</strong> — preparation is only available for Draft documents.
-      </div>
-    );
-  }
-
   return (
     <div className="rounded-lg border border-gray-200 p-4 space-y-4">
       <h2 className="font-semibold text-gray-900">Prepare Document</h2>
 
-      {/* Primary recipient */}
       <div>
         <label className="block text-sm font-medium text-gray-700 mb-1">
-          Recipient email
+          Recipients
-        </label>
-        {assignedClientId ? (
-          <>
-            <input
-              type="email"
-              value={primaryEmail}
-              onChange={(e) => setPrimaryEmail(e.target.value)}
-              className="w-full border rounded px-2 py-1.5 text-sm"
-              placeholder="recipient@example.com"
-            />
-            <p className="text-xs text-gray-400 mt-0.5">
-              Assigned client: {clients.find(c => c.id === assignedClientId)?.name ?? assignedClientId}
-            </p>
-          </>
-        ) : (
-          <select
-            value={selectedClientId}
-            onChange={(e) => setSelectedClientId(e.target.value)}
-            className="w-full border rounded px-2 py-1.5 text-sm"
-          >
-            <option value="">— Enter email manually below —</option>
-            {clients.map((c) => (
-              <option key={c.id} value={c.id}>{c.name} ({c.email})</option>
-            ))}
-          </select>
-        )}
-      </div>
-
-      {/* Additional / manual email addresses */}
-      <div>
-        <label className="block text-sm font-medium text-gray-700 mb-1">
-          {assignedClientId || selectedClientId
-            ? 'Additional email addresses (optional, comma-separated)'
-            : 'Email address(es) — required if no client selected above'}
         </label>
         <textarea
-          value={emailInput}
+          value={recipients}
-          onChange={(e) => setEmailInput(e.target.value)}
+          onChange={(e) => setRecipients(e.target.value)}
-          placeholder={
-            assignedClientId || selectedClientId
-              ? 'e.g. cc@example.com, another@example.com'
-              : 'Enter recipient email, e.g. client@example.com'
-          }
           rows={2}
           className="w-full border rounded px-2 py-1.5 text-sm resize-none"
+          placeholder="email@example.com"
         />
-        <p className="text-xs text-gray-400 mt-0.5">
+        {clientName && (
-          Separate multiple addresses with commas or new lines.
+          <p className="text-xs text-gray-400 mt-0.5">
-        </p>
+            {clientName} · add more addresses separated by commas
+          </p>
+        )}
       </div>
 
       <div>
@@ -201,7 +101,7 @@ export function PreparePanel({
 
       <button
         onClick={handlePrepare}
-        disabled={loading || (assignedClientId ? !primaryEmail.trim() : (!selectedClientId && parseEmails(emailInput).length === 0))}
+        disabled={loading || parseEmails(recipients).length === 0}
         className="w-full py-2 px-4 bg-blue-600 text-white rounded hover:bg-blue-700 disabled:opacity-50 disabled:cursor-not-allowed text-sm font-medium"
         type="button"
       >

teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx

@@ -1,8 +1,8 @@
 import { auth } from '@/lib/auth';
 import { redirect } from 'next/navigation';
 import { db } from '@/lib/db';
-import { documents, clients } from '@/lib/db/schema';
+import { documents } from '@/lib/db/schema';
-import { eq, asc } from 'drizzle-orm';
+import { eq } from 'drizzle-orm';
 import Link from 'next/link';
 import { PdfViewerWrapper } from './_components/PdfViewerWrapper';
 import { PreparePanel } from './_components/PreparePanel';
@@ -17,13 +17,10 @@ export default async function DocumentPage({
 
   const { docId } = await params;
 
-  const [doc, allClients] = await Promise.all([
+  const doc = await db.query.documents.findFirst({
-    db.query.documents.findFirst({
+    where: eq(documents.id, docId),
-      where: eq(documents.id, docId),
+    with: { client: true },
-      with: { client: true },
+  });
-    }),
-    db.select().from(clients).orderBy(asc(clients.name)),
-  ]);
 
   if (!doc) redirect('/portal/dashboard');
 
@@ -51,9 +48,8 @@ export default async function DocumentPage({
         <div className="lg:col-span-1">
           <PreparePanel
             docId={docId}
-            clients={allClients}
+            defaultEmail={doc.client?.email ?? ''}
-            assignedClientId={doc.assignedClientId ?? null}
+            clientName={doc.client?.name ?? ''}
-            defaultClientId={doc.clientId}
             currentStatus={doc.status}
           />
         </div>