From 9f190b3fc8de35ca31f512ce26cc900cc1b837d6 Mon Sep 17 00:00:00 2001 From: Chandler Copeland Date: Sat, 21 Mar 2026 12:52:13 -0600 Subject: [PATCH] =?UTF-8?q?docs(10-01):=20complete=20expanded=20field=20ty?= =?UTF-8?q?pes=20palette=20plan=20=E2=80=94=20SUMMARY,=20STATE,=20ROADMAP,?= =?UTF-8?q?=20REQUIREMENTS?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit - 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 --- .planning/REQUIREMENTS.md | 4 +- .planning/STATE.md | 12 +- .../10-01-SUMMARY.md | 106 ++++++++++++++++++ 3 files changed, 114 insertions(+), 8 deletions(-) create mode 100644 .planning/phases/10-expanded-field-types-end-to-end/10-01-SUMMARY.md diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index a812b62..017648a 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -68,7 +68,7 @@ - [x] **FIELD-01**: Agent can place text field markers on a PDF (for typed content like names, addresses, prices) - [x] **FIELD-02**: Agent can place checkbox field markers on a PDF -- [ ] **FIELD-03**: Agent can place initials field markers on a PDF +- [x] **FIELD-03**: Agent can place initials field markers on a PDF - [x] **FIELD-04**: Agent can place date field markers that auto-fill with the signing date ### AI Assistance @@ -171,7 +171,7 @@ Which phases cover which requirements. Updated during roadmap creation. | CLIENT-05 | Phase 9 | Complete | | FIELD-01 | Phase 10 | Complete | | FIELD-02 | Phase 10 | Complete | -| FIELD-03 | Phase 10 | Pending | +| FIELD-03 | Phase 10 | Complete | | FIELD-04 | Phase 10 | Complete | | AGENT-01 | Phase 11 | Pending | | AGENT-02 | Phase 11 | Pending | diff --git a/.planning/STATE.md b/.planning/STATE.md index 128acf5..5cb7580 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -18,16 +18,16 @@ progress: See: .planning/PROJECT.md (updated 2026-03-21) **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. -**Current focus:** Phase 9 — Agent Signature Capture (next in v1.1) +**Current focus:** Phase 10 — Expanded Field Types End-to-End ## Current Position -Phase: 9 of 13 (Client Property Address) — COMPLETE -Plan: 1 of 1 in phase 9 (09-01 complete — phase fully done) +Phase: 10 of 13 (Expanded Field Types End-to-End) — IN PROGRESS +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) Status: In progress -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 +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 -Progress: [█████████░░░░] 69% (9/13 phases complete) +Progress: [█████████░░░░] 69% (9/13 phases complete — phase 10 in progress) ## Performance Metrics @@ -82,5 +82,5 @@ None yet. ## Session Continuity Last session: 2026-03-21 -Stopped at: Completed 09-01-PLAN.md — property address column, modal/profile UI, PreparePanel pre-seed fix, TextFillForm initialData prop, human verification approved +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 Resume file: None diff --git a/.planning/phases/10-expanded-field-types-end-to-end/10-01-SUMMARY.md b/.planning/phases/10-expanded-field-types-end-to-end/10-01-SUMMARY.md new file mode 100644 index 0000000..d1bfe00 --- /dev/null +++ b/.planning/phases/10-expanded-field-types-end-to-end/10-01-SUMMARY.md @@ -0,0 +1,106 @@ +--- +phase: 10-expanded-field-types-end-to-end +plan: 01 +subsystem: ui +tags: [react, dnd-kit, pdf, field-types, typescript] + +# Dependency graph +requires: + - phase: 08-agent-signature-schema + provides: SignatureFieldType union type and getFieldType() helper +provides: + - 5-token typed palette (Signature, Initials, Checkbox, Date, Text) with per-type colors + - DragOverlay ghost with correct label and checkbox-appropriate dimensions (24x24 vs 144x36) + - handleDragEnd writes correct type property to SignatureFieldData on drop + - renderFields shows per-type label and border color for placed field overlays +affects: [10-02, 10-03] + +# Tech tracking +tech-stack: + added: [] + patterns: + - "PALETTE_TOKENS array as single source of truth for id/label/color per SignatureFieldType" + - "isDraggingToken stores active token id (string | null) instead of boolean for label-aware DragOverlay" + - "Token id IS the SignatureFieldType — no mapping step needed in handleDragEnd" + - "Checkbox 24x24pt special case — all other field types 144x36pt" + +key-files: + created: [] + modified: + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx + +key-decisions: + - "PALETTE_TOKENS uses token id === SignatureFieldType value — active.id from dnd-kit can be cast directly to SignatureFieldType after Set membership check" + - "Checkbox drops at 24x24pt (square); Signature/Initials/Date/Text drop at 144x36pt — matches plan spec exactly" + - "fieldColor derived from PALETTE_TOKENS lookup for placed fields — resize handle corners and box-shadow also use fieldColor for visual consistency" + - "agent-signature not included in palette (placed programmatically during document preparation, not by agent manually)" + +patterns-established: + - "PALETTE_TOKENS: single-source-of-truth array for all palette token metadata — add new token type here to propagate to palette, DragOverlay, and renderFields" + - "validTypes Set guard before casting active.id to SignatureFieldType — defensive programming against future unknown drag sources" + +requirements-completed: + - FIELD-02 + - FIELD-03 + - FIELD-04 + +# Metrics +duration: 8min +completed: 2026-03-21 +--- + +# Phase 10 Plan 01: Expanded Field Types — Palette and Field Placement Summary + +**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** + +## Performance + +- **Duration:** 8 min +- **Started:** 2026-03-21T18:35:00Z +- **Completed:** 2026-03-21T18:43:00Z +- **Tasks:** 2 +- **Files modified:** 1 + +## Accomplishments +- Replaced single hardcoded "Signature" token with 5 typed draggable tokens (Signature blue, Initials purple, Checkbox green, Date amber, Text slate) +- Updated DragOverlay to show correct ghost label and dimensions per token (checkbox 24x24 square, others 144x36) +- handleDragEnd now writes `type: droppedType` and uses type-appropriate width/height (24x24pt for checkbox, 144x36pt for all others) +- renderFields now shows per-field label and border/background/shadow color driven by PALETTE_TOKENS lookup + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: Parameterize DraggableToken and add four new palette tokens** - `4140c22` (feat) +2. **Task 2: Update handleDragEnd and renderFields for typed field creation** - `1e92ca3` (feat) + +**Plan metadata:** committed in final docs commit + +## Files Created/Modified +- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx` - Extended with PALETTE_TOKENS, parameterized DraggableToken, typed handleDragEnd, and per-type renderFields + +## Decisions Made +- 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. +- Checkbox drops at 24x24pt (square); all other types at 144x36pt as specified. +- `agent-signature` intentionally excluded from palette — it is placed programmatically, not by the agent manually. +- `fieldColor` used for border, background tint, resize handle dots, and box-shadow on placed fields — consistent visual identity per field type. + +## Deviations from Plan + +None - plan executed exactly as written. + +## Issues Encountered + +None. + +## User Setup Required + +None - no external service configuration required. + +## Next Phase Readiness +- 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 +- Prerequisite for prepare pipeline to render each field type correctly (Plan 02: PDF rendering, Plan 03: signing page rendering) + +--- +*Phase: 10-expanded-field-types-end-to-end* +*Completed: 2026-03-21*