From 974574e561d4d5e95b16684cf810719cfc5ff9a9 Mon Sep 17 00:00:00 2001 From: Chandler Copeland Date: Sat, 21 Mar 2026 16:03:37 -0600 Subject: [PATCH] docs(phase-12.1): add per-field text editing gap phase to roadmap and requirements --- .planning/REQUIREMENTS.md | 9 +++++++++ .planning/ROADMAP.md | 15 ++++++++++++++- 2 files changed, 23 insertions(+), 1 deletion(-) diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index 92aae7e..c1563fc 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -94,6 +94,12 @@ - [x] **PREV-01**: Agent sees a live filled preview of the fully-prepared document (text filled, signatures embedded) before sending to client +### Per-Field Text Editing + +- [ ] **TXTF-01**: Agent can click a placed text field box on the PDF to select it and type a value for that specific field — each text field holds its own independent value (keyed by field ID) +- [ ] **TXTF-02**: When a text field is selected, PreparePanel shows quick-fill suggestion buttons (Client Name, Property Address, Client Email) that insert the corresponding value into the selected field +- [ ] **TXTF-03**: Text fill values entered per-field appear correctly embedded in the preview PDF and the final prepared PDF; the staleness token resets on any text field value change + ## v2 Requirements ### MLS Integration @@ -189,6 +195,9 @@ Which phases cover which requirements. Updated during roadmap creation. | INIT-03 | Phase 11.1 | Complete | | INIT-04 | Phase 11.1 | Complete | | PREV-01 | Phase 12 | Complete | +| TXTF-01 | Phase 12.1 | Pending | +| TXTF-02 | Phase 12.1 | Pending | +| TXTF-03 | Phase 12.1 | Pending | | AI-01 | Phase 13 | Pending | | AI-02 | Phase 13 | Pending | diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 448d9d9..7c42e97 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -164,6 +164,7 @@ Plans: - [x] **Phase 11: Agent Saved Signature and Signing Workflow** - Draw once, save, apply to agent signature fields during document preparation before sending to client (completed 2026-03-21) - [x] **Phase 11.1: Agent and Client Initials (INSERTED)** - Agent draws initials once, saves to profile, places agent-initials fields (embedded at prepare time); client-initials fields already wired via existing 'initials' type (completed 2026-03-21) - [x] **Phase 12: Filled Document Preview** - Agent sees a live filled preview of the fully-prepared document before the Send button is available (completed 2026-03-21) +- [ ] **Phase 12.1: Per-Field Text Editing and Quick-Fill (INSERTED)** - Agent clicks a text field box to edit its value inline; PreparePanel shows quick-fill suggestions (client name, address, etc.) when a field is selected; text fill data is keyed by field ID - [ ] **Phase 13: AI Field Placement and Pre-fill** - One-click AI auto-placement of all field types plus pre-fill of text fields from client profile data ## Phase Details @@ -261,9 +262,21 @@ Plans: - [ ] 12-01-PLAN.md — POST /api/documents/[id]/preview route (reuses preparePdf in preview mode, versioned path, staleness token), PreviewModal component with react-pdf rendering + ArrayBuffer copy - [x] 12-02-PLAN.md — Send button gating logic (disabled until preview generated, re-disabled on field change) + full Phase 12 human verification checkpoint (completed 2026-03-21) +### Phase 12.1: Per-Field Text Editing and Quick-Fill (INSERTED) +**Goal**: Agent clicks a text field box on the PDF to select it, types a value directly (or clicks a quick-fill suggestion from the PreparePanel), and each text field holds its own independent value keyed by field ID — replacing the broken positional text fill approach from Phase 12 +**Depends on**: Phase 12 +**Requirements**: TXTF-01, TXTF-02, TXTF-03 +**Success Criteria** (what must be TRUE): + 1. Clicking a text field box on the PDF selects it and allows the agent to type a value for that specific field + 2. Each text field box independently holds its own value (keyed by field ID) — changing one field does not affect others + 3. When a text field is selected, PreparePanel shows quick-fill suggestion buttons (Client Name, Property Address, Client Email) that insert the corresponding value into the selected field + 4. Text fill values entered per-field appear correctly embedded in the preview PDF and the final prepared PDF + 5. The staleness token (previewToken) is reset when any text field value changes +**Plans**: TBD + ### 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 -**Depends on**: Phase 12 +**Depends on**: Phase 12.1 **Requirements**: AI-01, AI-02 **Success Criteria** (what must be TRUE): 1. Agent can click "AI Auto-place" and the system extracts text from the PDF, classifies field labels via GPT-4o-mini, and populates the FieldPlacer with placed fields — no manual drag required