diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index dcfea47..8ea755b 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -316,4 +316,4 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 → | 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) | 2/2 | Complete | 2026-03-21 | - | -| 13. AI Field Placement and Pre-fill | 1/4 | In Progress| | - | +| 13. AI Field Placement and Pre-fill | 2/4 | In Progress| | - | diff --git a/.planning/STATE.md b/.planning/STATE.md index bf7f935..fc3552d 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -3,12 +3,12 @@ gsd_state_version: 1.0 milestone: v1.1 milestone_name: Smart Document Preparation status: unknown -last_updated: "2026-03-21T23:02:01.085Z" +last_updated: "2026-03-21T23:05:00Z" progress: total_phases: 15 completed_phases: 14 total_plans: 48 - completed_plans: 45 + completed_plans: 46 --- # Project State @@ -23,9 +23,9 @@ See: .planning/PROJECT.md (updated 2026-03-21) ## Current Position Phase: 13 (AI Field Placement and Pre-fill) — IN PROGRESS -Plan: 1 of 4 complete — Plan 01 done; Plans 02-04 remaining -Status: Phase 13 Plan 01 complete — AI foundation layer (extract-text.ts, field-placement.ts, aiCoordsToPagePdfSpace unit tests) shipped; openai SDK installed; ready for Plan 02 (AI route handler) -Last activity: 2026-03-21 — Phase 13 Plan 01: AI utility modules implemented, TDD unit tests pass, TypeScript compiles clean. +Plan: 2 of 4 complete — Plans 01-02 done; Plans 03-04 remaining +Status: Phase 13 Plan 02 complete — POST /api/documents/[id]/ai-prepare route implemented with full guard chain and AI pipeline orchestration; TypeScript compiles clean; ready for Plan 03 (UI button) +Last activity: 2026-03-21 — Phase 13 Plan 02: ai-prepare route handler implemented, writes AI-placed fields to DB, status stays Draft. ## Accumulated Context @@ -123,6 +123,10 @@ Recent decisions affecting v1.1 work: - [Phase 13-ai-field-placement-and-pre-fill]: Standard field sizes (checkbox=24x24, others=144x36pt) override AI widthPct/heightPct for consistency with FieldPlacer defaults - [Phase 13-ai-field-placement-and-pre-fill]: textFillData keyed by UUID assigned in route handler — matches Phase 12.1 design where DocumentPageClient uses field.id as key - [Phase 13-ai-field-placement-and-pre-fill]: GlobalWorkerOptions.workerSrc='' set at module level in extract-text.ts for Node.js fake-worker mode; client components set workerSrc independently +- [Phase 13-02]: OPENAI_API_KEY guard in ai-prepare route returns 503 — distinguishes config error from 500 server error; more actionable for agent +- [Phase 13-02]: try/catch wraps extractPdfText + classifyFieldsWithAI together — single error boundary returns 500 with error message string +- [Phase 13-02]: ai-prepare route does NOT change document status — stays Draft so agent can review and adjust AI-placed fields before prepare/send +- [Phase 13-02]: Path traversal guard placed before AI calls — fail fast without expensive PDF extraction on invalid paths ### Pending Todos @@ -136,5 +140,5 @@ None yet. ## Session Continuity Last session: 2026-03-21 -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 +Stopped at: Completed 13-ai-field-placement-and-pre-fill/13-02-PLAN.md — ai-prepare route implemented; Plan 02 of 4 done; ready for Plan 03 (UI button) Resume file: None diff --git a/.planning/phases/13-ai-field-placement-and-pre-fill/13-02-SUMMARY.md b/.planning/phases/13-ai-field-placement-and-pre-fill/13-02-SUMMARY.md new file mode 100644 index 0000000..43179f2 --- /dev/null +++ b/.planning/phases/13-ai-field-placement-and-pre-fill/13-02-SUMMARY.md @@ -0,0 +1,114 @@ +--- +phase: 13-ai-field-placement-and-pre-fill +plan: 02 +subsystem: api +tags: [openai, next-app-router, drizzle, pdfjs-dist, gpt-4o-mini, route-handler] + +# Dependency graph +requires: + - phase: 13-ai-field-placement-and-pre-fill/13-01 + provides: extractPdfText, classifyFieldsWithAI, aiCoordsToPagePdfSpace, PageText interface + - phase: 12.1-per-field-text-editing-and-quick-fill + provides: textFillData keyed by field UUID, DocumentPageClient state architecture + - phase: 10-expanded-field-types-end-to-end + provides: SignatureFieldData interface, SignatureFieldType union +provides: + - POST /api/documents/[id]/ai-prepare — full AI placement pipeline orchestration + - Returns { fields: SignatureFieldData[], textFillData: Record } to client + - Writes AI-placed fields to DB signatureFields column; status stays Draft +affects: [13-03-ui-button, 13-04-integration-test] + +# Tech tracking +tech-stack: + added: [] + patterns: + - Next.js App Router route with params as Promise<{ id: string }> pattern + - Drizzle query with { with: { client: true } } to load related client profile in one round-trip + - OPENAI_API_KEY guard returns 503 (not 500) — distinguishes config error from server error + - try/catch wrapping extractPdfText + classifyFieldsWithAI — AI/PDF errors surface as 500 with message + - Document status stays Draft after AI placement — agent reviews and adjusts before prepare + +key-files: + created: + - teressa-copeland-homes/src/app/api/documents/[id]/ai-prepare/route.ts + modified: [] + +key-decisions: + - "OPENAI_API_KEY checked in route handler (503) AND in classifyFieldsWithAI (throws) — belt-and-suspenders; route guard is more user-friendly (503 vs unhandled throw)" + - "try/catch wraps both extractPdfText and classifyFieldsWithAI — single error boundary returns 500 with message string; avoids uncaught exception" + - "Document status intentionally stays Draft after AI placement — agent must review fields before prepare/send" + - "Path traversal guard placed before AI calls — fail fast without expensive PDF extraction on invalid paths" + +patterns-established: + - "Pattern: OPENAI_API_KEY guard at top of route (503) before any DB queries or AI calls" + - "Pattern: Drizzle with: { client: true } in ai-prepare query mirrors prepare/route.ts pattern for consistent client data access" + +requirements-completed: [AI-01, AI-02] + +# Metrics +duration: 2min +completed: 2026-03-21 +--- + +# Phase 13 Plan 02: AI Prepare Route Summary + +**Next.js App Router POST route orchestrating extract-text + GPT-4o-mini field classification with full guard chain (auth/API key/not-found/Draft-only/path-traversal), writing AI-placed SignatureFieldData[] to DB** + +## Performance + +- **Duration:** 2 min +- **Started:** 2026-03-21T23:03:17Z +- **Completed:** 2026-03-21T23:05:00Z +- **Tasks:** 1 +- **Files modified:** 1 + +## Accomplishments + +- Created POST /api/documents/[id]/ai-prepare with complete guard chain: 401 (unauth), 503 (no API key), 404 (not found), 422 (no file), 403 (non-Draft or path traversal) +- Route loads document with client relation via Drizzle `with: { client: true }` — single DB round-trip for both document and client profile +- AI pipeline (extractPdfText + classifyFieldsWithAI) wrapped in try/catch returning 500 with error message on failure +- Writes AI-placed fields to DB `signatureFields` column; document status stays Draft for agent review +- Returns `{ fields: SignatureFieldData[], textFillData: Record }` — client uses this to update FieldPlacer and pre-fill state +- TypeScript compiles clean with zero errors + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: Create POST /api/documents/[id]/ai-prepare route** - `e91f29e` (feat) + +## Files Created/Modified + +- `teressa-copeland-homes/src/app/api/documents/[id]/ai-prepare/route.ts` - Full AI placement pipeline orchestration: auth guard, API key guard, document load with client relation, Draft-only guard, path traversal guard, extractPdfText + classifyFieldsWithAI in try/catch, DB write, response + +## Decisions Made + +- OPENAI_API_KEY guard in route returns 503 (not 500) — distinguishes misconfiguration from runtime error; more actionable for the agent +- try/catch wraps both extractPdfText and classifyFieldsWithAI together — single error boundary; either failing returns 500 with the error message string +- Path traversal guard placed before any AI calls so malformed paths fail fast without expensive PDF extraction +- Document status intentionally not changed by this route — agent must review and adjust AI-placed fields before using prepare/send workflow + +## Deviations from Plan + +None - plan executed exactly as written. + +## Issues Encountered + +None. + +## User Setup Required + +**OPENAI_API_KEY must be set in .env.local** before the AI auto-place feature works. Route returns 503 with `{ error: 'OPENAI_API_KEY not configured. Add it to .env.local.' }` if absent — surfaced clearly to the agent in the browser. + +No other external service configuration required. + +## Next Phase Readiness + +- POST /api/documents/[id]/ai-prepare is live and importable as an API endpoint +- Plan 03 will add the "AI Auto-Place" button to the FieldPlacer UI and wire the client-side state (fields + textFillData) to DocumentPageClient +- Plan 04 integration test will validate AI coordinate accuracy on real Utah REPC forms +- Blocker from STATE.md still active: AI coordinate accuracy on real Utah forms untested — integration test required before Phase 13 ships to production + +--- +*Phase: 13-ai-field-placement-and-pre-fill* +*Completed: 2026-03-21*