docs(10-01): complete expanded field types palette plan — SUMMARY, STATE, ROADMAP, REQUIREMENTS
- Create 10-01-SUMMARY.md with decisions, deviations, and phase readiness - Update STATE.md: phase 10 current position, 10-01 decisions recorded - Update ROADMAP.md: phase 10 plan progress (1/3 plans complete) - Update REQUIREMENTS.md: mark FIELD-03 complete
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Chandler Copeland
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- [x] **FIELD-01**: Agent can place text field markers on a PDF (for typed content like names, addresses, prices)
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- [x] **FIELD-02**: Agent can place checkbox field markers on a PDF
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- [ ] **FIELD-03**: Agent can place initials field markers on a PDF
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- [x] **FIELD-03**: Agent can place initials field markers on a PDF
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- [x] **FIELD-04**: Agent can place date field markers that auto-fill with the signing date
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### AI Assistance
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@@ -171,7 +171,7 @@ Which phases cover which requirements. Updated during roadmap creation.
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| CLIENT-05 | Phase 9 | Complete |
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| FIELD-01 | Phase 10 | Complete |
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| FIELD-02 | Phase 10 | Complete |
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| FIELD-03 | Phase 10 | Pending |
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| FIELD-03 | Phase 10 | Complete |
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| FIELD-04 | Phase 10 | Complete |
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| AGENT-01 | Phase 11 | Pending |
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| AGENT-02 | Phase 11 | Pending |
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See: .planning/PROJECT.md (updated 2026-03-21)
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**Core value:** Teressa can prepare and send any real estate form to a client for signing in minutes, from her browser, without leaving her site.
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**Current focus:** Phase 9 — Agent Signature Capture (next in v1.1)
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**Current focus:** Phase 10 — Expanded Field Types End-to-End
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## Current Position
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Phase: 9 of 13 (Client Property Address) — COMPLETE
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Plan: 1 of 1 in phase 9 (09-01 complete — phase fully done)
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Phase: 10 of 13 (Expanded Field Types End-to-End) — IN PROGRESS
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Plan: 1 of 3 in phase 10 (10-01 complete — 5-token typed palette, handleDragEnd with correct types and checkbox 24x24pt, renderFields with per-type colors and labels)
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Status: In progress
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Last activity: 2026-03-21 — 09-01 complete: property_address column + migration, ClientModal/ClientProfileClient UI, PreparePanel pre-seed fix, TextFillForm initialData prop, human verification approved
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Last activity: 2026-03-21 — 10-01 complete: parameterized DraggableToken, PALETTE_TOKENS with 5 typed tokens, isDraggingToken string|null for per-type DragOverlay, handleDragEnd writes type property + checkbox 24x24pt, renderFields per-type label/color
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Progress: [█████████░░░░] 69% (9/13 phases complete)
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Progress: [█████████░░░░] 69% (9/13 phases complete — phase 10 in progress)
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## Performance Metrics
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@@ -82,5 +82,5 @@ None yet.
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## Session Continuity
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Last session: 2026-03-21
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Stopped at: Completed 09-01-PLAN.md — property address column, modal/profile UI, PreparePanel pre-seed fix, TextFillForm initialData prop, human verification approved
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Stopped at: Completed 10-01-PLAN.md — 5-token typed palette, per-type DragOverlay ghost, typed handleDragEnd (checkbox 24x24pt, others 144x36pt), renderFields per-type label and color
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Resume file: None
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---
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phase: 10-expanded-field-types-end-to-end
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plan: 01
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subsystem: ui
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tags: [react, dnd-kit, pdf, field-types, typescript]
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# Dependency graph
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requires:
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- phase: 08-agent-signature-schema
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provides: SignatureFieldType union type and getFieldType() helper
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provides:
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- 5-token typed palette (Signature, Initials, Checkbox, Date, Text) with per-type colors
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- DragOverlay ghost with correct label and checkbox-appropriate dimensions (24x24 vs 144x36)
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- handleDragEnd writes correct type property to SignatureFieldData on drop
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- renderFields shows per-type label and border color for placed field overlays
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affects: [10-02, 10-03]
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- "PALETTE_TOKENS array as single source of truth for id/label/color per SignatureFieldType"
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- "isDraggingToken stores active token id (string | null) instead of boolean for label-aware DragOverlay"
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- "Token id IS the SignatureFieldType — no mapping step needed in handleDragEnd"
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- "Checkbox 24x24pt special case — all other field types 144x36pt"
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key-files:
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created: []
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modified:
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx
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key-decisions:
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- "PALETTE_TOKENS uses token id === SignatureFieldType value — active.id from dnd-kit can be cast directly to SignatureFieldType after Set membership check"
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- "Checkbox drops at 24x24pt (square); Signature/Initials/Date/Text drop at 144x36pt — matches plan spec exactly"
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- "fieldColor derived from PALETTE_TOKENS lookup for placed fields — resize handle corners and box-shadow also use fieldColor for visual consistency"
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- "agent-signature not included in palette (placed programmatically during document preparation, not by agent manually)"
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patterns-established:
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- "PALETTE_TOKENS: single-source-of-truth array for all palette token metadata — add new token type here to propagate to palette, DragOverlay, and renderFields"
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- "validTypes Set guard before casting active.id to SignatureFieldType — defensive programming against future unknown drag sources"
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requirements-completed:
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- FIELD-02
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- FIELD-03
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- FIELD-04
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# Metrics
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duration: 8min
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completed: 2026-03-21
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---
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# Phase 10 Plan 01: Expanded Field Types — Palette and Field Placement Summary
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**5-token typed palette (Signature/Initials/Checkbox/Date/Text) with per-type colors, type-aware DragOverlay ghost, and correct type property written to SignatureFieldData on drop**
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## Performance
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- **Duration:** 8 min
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- **Started:** 2026-03-21T18:35:00Z
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- **Completed:** 2026-03-21T18:43:00Z
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- **Tasks:** 2
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- **Files modified:** 1
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## Accomplishments
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- Replaced single hardcoded "Signature" token with 5 typed draggable tokens (Signature blue, Initials purple, Checkbox green, Date amber, Text slate)
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- Updated DragOverlay to show correct ghost label and dimensions per token (checkbox 24x24 square, others 144x36)
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- handleDragEnd now writes `type: droppedType` and uses type-appropriate width/height (24x24pt for checkbox, 144x36pt for all others)
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- renderFields now shows per-field label and border/background/shadow color driven by PALETTE_TOKENS lookup
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Parameterize DraggableToken and add four new palette tokens** - `4140c22` (feat)
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2. **Task 2: Update handleDragEnd and renderFields for typed field creation** - `1e92ca3` (feat)
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**Plan metadata:** committed in final docs commit
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## Files Created/Modified
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- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx` - Extended with PALETTE_TOKENS, parameterized DraggableToken, typed handleDragEnd, and per-type renderFields
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## Decisions Made
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- Token id IS the SignatureFieldType value — `active.id` from dnd-kit is cast directly to `SignatureFieldType` after a `Set` membership guard. No extra mapping needed.
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- Checkbox drops at 24x24pt (square); all other types at 144x36pt as specified.
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- `agent-signature` intentionally excluded from palette — it is placed programmatically, not by the agent manually.
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- `fieldColor` used for border, background tint, resize handle dots, and box-shadow on placed fields — consistent visual identity per field type.
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## Deviations from Plan
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None - plan executed exactly as written.
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## Issues Encountered
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None.
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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- Palette is ready with all 5 field types; Plans 02 and 03 can now read `field.type` to distinguish Checkbox/Date/Text render from Signature/Initials
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- Prerequisite for prepare pipeline to render each field type correctly (Plan 02: PDF rendering, Plan 03: signing page rendering)
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---
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*Phase: 10-expanded-field-types-end-to-end*
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*Completed: 2026-03-21*
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