diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index 20b8b69..7227ca7 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -97,7 +97,7 @@ ### Per-Field Text Editing - [x] **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 +- [x] **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 - [x] **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 @@ -196,7 +196,7 @@ Which phases cover which requirements. Updated during roadmap creation. | INIT-04 | Phase 11.1 | Complete | | PREV-01 | Phase 12 | Complete | | TXTF-01 | Phase 12.1 | Complete | -| TXTF-02 | Phase 12.1 | Pending | +| TXTF-02 | Phase 12.1 | Complete | | TXTF-03 | Phase 12.1 | Complete | | AI-01 | Phase 13 | Pending | | AI-02 | Phase 13 | Pending | diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index fa8cff8..4bbd5e7 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -164,7 +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 +- [x] **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 (completed 2026-03-21) - [ ] **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 @@ -315,5 +315,5 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 → | 11. Agent Saved Signature and Signing Workflow | 3/3 | Complete | 2026-03-21 | - | | 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) | 1/2 | In Progress| | - | +| 12.1. Per-Field Text Editing and Quick-Fill (INSERTED) | 2/2 | Complete | 2026-03-21 | - | | 13. AI Field Placement and Pre-fill | v1.1 | 0/4 | Not started | - | diff --git a/.planning/STATE.md b/.planning/STATE.md index b252cd2..a7ce8d5 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -23,9 +23,9 @@ See: .planning/PROJECT.md (updated 2026-03-21) ## Current Position Phase: 12.1 (Per-Field Text Editing and Quick Fill) -Plan: 1 of 2 in phase 12.1 — COMPLETE -Status: Phase 12.1 Plan 01 complete — field-ID-keyed text fill in preparePdf; click-to-select inline input in FieldPlacer; prop chain PdfViewerWrapper->PdfViewer->FieldPlacer ready for Plan 02 wiring -Last activity: 2026-03-21 — Phase 12.1 Plan 01 complete: Strategy A/B removed from preparePdf; UUID-keyed text drawing; optional text-edit props threaded through component chain; click-to-select inline input interaction in FieldPlacer. +Plan: 2 of 2 in phase 12.1 — AWAITING HUMAN VERIFICATION (checkpoint Task 3) +Status: Phase 12.1 Plan 02 automated tasks complete — selectedFieldId + textFillData lifted to DocumentPageClient; QuickFillPanel in PreparePanel; TextFillForm deleted; awaiting human browser verification of full per-field text editing and quick-fill flow +Last activity: 2026-03-21 — Phase 12.1 Plan 02: state bridge wired in DocumentPageClient; TextFillForm replaced with QuickFillPanel; handleFieldValueChange and handleQuickFill both reset previewToken; zero TSC errors. ## Accumulated Context @@ -61,6 +61,7 @@ Progress: [█████████████] 100% (13/13 phases complete) | Phase 12-filled-document-preview P01 | 5 | 2 tasks | 2 files | | Phase 12-filled-document-preview P02 | 25 | 3 tasks (2 auto + 1 human-verify) | 8 files | | Phase 12.1-per-field-text-editing-and-quick-fill P01 | 3 | 2 tasks | 4 files | +| Phase 12.1-per-field-text-editing-and-quick-fill P02 | 5 | 2 auto tasks + 1 human-verify checkpoint | 2 files modified + 1 deleted | ## Accumulated Context @@ -113,6 +114,9 @@ Recent decisions affecting v1.1 work: - [Phase Phase 12.1-01]: preparePdf text fill is now keyed by SignatureFieldData.id (UUID) — direct lookup replaces positional sort; AcroForm Strategy A and Strategy B top-of-page fallback both removed - [Phase Phase 12.1-01]: FieldPlacer click-to-select uses onClick (fires only on no-drag clicks due to MouseSensor distance:5 threshold) — onPointerDown move handler is preserved and unaffected - [Phase Phase 12.1-01]: data-no-move attribute on the inline input onPointerDown stops move handler activation — consistent with existing delete button and resize handle pattern +- [Phase 12.1-02]: textFillData starts as {} in DocumentPageClient — NOT seeded from clientPropertyAddress; old label-keyed seeding ({ propertyAddress: clientPropertyAddress }) is removed; quick-fill makes it trivial to insert the value once a field is selected +- [Phase 12.1-02]: handleFieldValueChange and handleQuickFill are separate useCallback functions that both call setPreviewToken(null) — satisfies TXTF-03 staleness reset on every text change +- [Phase 12.1-02]: defaultEmail reused for Client Email quick-fill button — already a PreparePanel prop (used for recipients pre-fill); no new prop needed (per research Pitfall 3) ### Pending Todos @@ -126,5 +130,5 @@ None yet. ## Session Continuity Last session: 2026-03-21 -Stopped at: Completed 12.1-per-field-text-editing-and-quick-fill/12.1-01-PLAN.md (Phase 12.1 Plan 01 complete — UUID-keyed text fill, click-to-select inline input, prop chain ready) +Stopped at: Checkpoint Task 3 in 12.1-per-field-text-editing-and-quick-fill/12.1-02-PLAN.md — awaiting human browser verification of per-field text editing and quick-fill end-to-end flow Resume file: None diff --git a/.planning/phases/12.1-per-field-text-editing-and-quick-fill/12.1-02-SUMMARY.md b/.planning/phases/12.1-per-field-text-editing-and-quick-fill/12.1-02-SUMMARY.md new file mode 100644 index 0000000..a6f8f36 --- /dev/null +++ b/.planning/phases/12.1-per-field-text-editing-and-quick-fill/12.1-02-SUMMARY.md @@ -0,0 +1,101 @@ +--- +phase: 12.1-per-field-text-editing-and-quick-fill +plan: 02 +subsystem: document-editor, state-management +tags: [text-fill, quick-fill, state-lifting, ux, react] +dependency_graph: + requires: + - 12.1-01 (prop chain PdfViewerWrapper->PdfViewer->FieldPlacer, click-to-select inline input) + provides: + - selectedFieldId + textFillData shared state in DocumentPageClient + - QuickFillPanel in PreparePanel sidebar (Client Name / Property Address / Client Email) + - previewToken staleness reset on every text value change + affects: + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/TextFillForm.tsx (deleted) +tech_stack: + added: [] + patterns: + - state-lifting (selectedFieldId + textFillData lifted to DocumentPageClient for cross-component sync) + - callback prop pattern (handleFieldValueChange and handleQuickFill passed down as props) + - conditional sidebar panel (QuickFillPanel only visible when selectedFieldId non-null) +key_files: + created: [] + modified: + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx + deleted: + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/TextFillForm.tsx +decisions: + - "[Phase 12.1-02]: textFillData starts as {} in DocumentPageClient — NOT seeded from clientPropertyAddress; old label-keyed seeding ({ propertyAddress: clientPropertyAddress }) is removed; quick-fill makes it trivial to insert the value once a field is selected" + - "[Phase 12.1-02]: handleFieldValueChange and handleQuickFill are separate useCallback functions that both call setPreviewToken(null) — satisfies TXTF-03 staleness reset on every text change" + - "[Phase 12.1-02]: defaultEmail reused for Client Email quick-fill button — already a PreparePanel prop (used for recipients pre-fill); no new prop needed (per research Pitfall 3)" +metrics: + duration_minutes: 5 + completed_date: "2026-03-21" + tasks_completed: 2 + files_modified: 2 + files_deleted: 1 +--- + +# Phase 12.1 Plan 02: Per-Field Text Editing State Bridge Summary + +**One-liner:** selectedFieldId and textFillData lifted to DocumentPageClient; TextFillForm replaced with QuickFillPanel (Client Name / Property Address / Client Email) in PreparePanel; previewToken staleness reset wired to both text-change callbacks. + +## Tasks Completed + +| # | Task | Commit | Files | +|---|------|--------|-------| +| 1 | Extend DocumentPageClient with selectedFieldId + textFillData shared state | f395819 | DocumentPageClient.tsx | +| 2 | Replace TextFillForm with QuickFillPanel in PreparePanel; delete TextFillForm.tsx | d2ebb2c | PreparePanel.tsx, TextFillForm.tsx (deleted) | + +## What Was Built + +### Task 1: DocumentPageClient shared state bridge + +Extended `DocumentPageClient.tsx` from 51 lines to 71 lines: + +- **Added** `selectedFieldId` state (`useState(null)`) — tracks which text field box is currently selected +- **Added** `textFillData` state (`useState>({})`) — UUID-keyed map of text values; starts empty (no legacy label seeding) +- **Added** `handleFieldValueChange(fieldId, value)` callback — updates textFillData and resets previewToken to null (TXTF-03) +- **Added** `handleQuickFill(fieldId, value)` callback — same as handleFieldValueChange but semantically separate for quick-fill button clicks +- **Passed** all 4 new props to `PdfViewerWrapper`: `selectedFieldId`, `textFillData`, `onFieldSelect={setSelectedFieldId}`, `onFieldValueChange={handleFieldValueChange}` +- **Passed** 3 new props to `PreparePanel`: `textFillData`, `selectedFieldId`, `onQuickFill={handleQuickFill}` + +### Task 2: PreparePanel QuickFillPanel + TextFillForm deletion + +Overhauled `PreparePanel.tsx`: + +- **Removed** `textFillData` local state (seeded with `{ propertyAddress: clientPropertyAddress }` — label-keyed broken pattern) +- **Removed** `handleTextFillChange` function +- **Removed** `TextFillForm` import and JSX block +- **Added** 3 new props to `PreparePanelProps`: `textFillData: Record`, `selectedFieldId: string | null`, `onQuickFill: (fieldId: string, value: string) => void` +- **Added** QuickFillPanel JSX: conditionally renders when `selectedFieldId` is non-null — shows Client Name, Property Address (if set), and Client Email quick-fill buttons; idle state shows "Click a text field on the document to edit or quick-fill it." +- **Updated** `handlePreview` and `handlePrepare` — both now use `textFillData` from props (not local state); JSON body unchanged +- **Deleted** `TextFillForm.tsx` — generic label/value row form no longer used anywhere + +## Deviations from Plan + +None — plan executed exactly as written. + +## Verification + +- `npx tsc --noEmit` passes with zero errors +- No import or reference to `TextFillForm` anywhere in the codebase +- `PreparePanel` has `textFillData`, `selectedFieldId`, `onQuickFill` in props interface +- `DocumentPageClient` has `selectedFieldId` and `textFillData` state variables +- Both `handleFieldValueChange` and `handleQuickFill` call `setPreviewToken(null)` +- `handlePreview` and `handlePrepare` use `textFillData` from props + +## Checkpoint: Awaiting Human Verification + +Task 3 is a `checkpoint:human-verify` gate. The automated work is complete. Human browser verification of the full per-field text editing and quick-fill flow is required before this plan can be marked complete. + +## Self-Check: PASSED + +- [x] `DocumentPageClient.tsx` exists and modified — contains `selectedFieldId`, `textFillData`, `handleFieldValueChange`, `handleQuickFill` +- [x] `PreparePanel.tsx` exists and modified — contains `onQuickFill`, `selectedFieldId`, `textFillData` props; no TextFillForm +- [x] `TextFillForm.tsx` deleted — file does not exist +- [x] Commit f395819 exists (Task 1) +- [x] Commit d2ebb2c exists (Task 2)