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docs(12.1-02): complete state bridge plan; awaiting human-verify checkpoint

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- Create 12.1-02-SUMMARY.md: selectedFieldId + textFillData state lifting; QuickFillPanel replacing TextFillForm
- Update STATE.md: position at checkpoint Task 3 (human verification); 3 new decisions logged
- Update ROADMAP.md: phase 12.1 progress (2/2 SUMMARYs)
- Mark TXTF-02 complete in REQUIREMENTS.md
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Chandler Copeland
2026-03-21 16:27:35 -06:00
parent d2ebb2cc67
commit dbca290dbb
4 changed files with 113 additions and 8 deletions
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4
.planning/ROADMAP.md
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@@ -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 | - |