docs(12.1-02): complete state bridge plan; awaiting human-verify checkpoint
- 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
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---
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phase: 12.1-per-field-text-editing-and-quick-fill
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plan: 02
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subsystem: document-editor, state-management
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tags: [text-fill, quick-fill, state-lifting, ux, react]
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dependency_graph:
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requires:
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- 12.1-01 (prop chain PdfViewerWrapper->PdfViewer->FieldPlacer, click-to-select inline input)
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provides:
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- selectedFieldId + textFillData shared state in DocumentPageClient
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- QuickFillPanel in PreparePanel sidebar (Client Name / Property Address / Client Email)
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- previewToken staleness reset on every text value change
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affects:
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/TextFillForm.tsx (deleted)
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tech_stack:
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added: []
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patterns:
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- state-lifting (selectedFieldId + textFillData lifted to DocumentPageClient for cross-component sync)
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- callback prop pattern (handleFieldValueChange and handleQuickFill passed down as props)
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- conditional sidebar panel (QuickFillPanel only visible when selectedFieldId non-null)
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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/DocumentPageClient.tsx
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx
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deleted:
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/TextFillForm.tsx
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decisions:
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- "[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"
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- "[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"
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- "[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)"
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metrics:
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duration_minutes: 5
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completed_date: "2026-03-21"
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tasks_completed: 2
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files_modified: 2
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files_deleted: 1
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---
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# Phase 12.1 Plan 02: Per-Field Text Editing State Bridge Summary
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**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.
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## Tasks Completed
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| # | Task | Commit | Files |
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|---|------|--------|-------|
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| 1 | Extend DocumentPageClient with selectedFieldId + textFillData shared state | f395819 | DocumentPageClient.tsx |
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| 2 | Replace TextFillForm with QuickFillPanel in PreparePanel; delete TextFillForm.tsx | d2ebb2c | PreparePanel.tsx, TextFillForm.tsx (deleted) |
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## What Was Built
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### Task 1: DocumentPageClient shared state bridge
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Extended `DocumentPageClient.tsx` from 51 lines to 71 lines:
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- **Added** `selectedFieldId` state (`useState<string | null>(null)`) — tracks which text field box is currently selected
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- **Added** `textFillData` state (`useState<Record<string, string>>({})`) — UUID-keyed map of text values; starts empty (no legacy label seeding)
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- **Added** `handleFieldValueChange(fieldId, value)` callback — updates textFillData and resets previewToken to null (TXTF-03)
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- **Added** `handleQuickFill(fieldId, value)` callback — same as handleFieldValueChange but semantically separate for quick-fill button clicks
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- **Passed** all 4 new props to `PdfViewerWrapper`: `selectedFieldId`, `textFillData`, `onFieldSelect={setSelectedFieldId}`, `onFieldValueChange={handleFieldValueChange}`
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- **Passed** 3 new props to `PreparePanel`: `textFillData`, `selectedFieldId`, `onQuickFill={handleQuickFill}`
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### Task 2: PreparePanel QuickFillPanel + TextFillForm deletion
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Overhauled `PreparePanel.tsx`:
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- **Removed** `textFillData` local state (seeded with `{ propertyAddress: clientPropertyAddress }` — label-keyed broken pattern)
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- **Removed** `handleTextFillChange` function
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- **Removed** `TextFillForm` import and JSX block
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- **Added** 3 new props to `PreparePanelProps`: `textFillData: Record<string, string>`, `selectedFieldId: string | null`, `onQuickFill: (fieldId: string, value: string) => void`
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- **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."
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- **Updated** `handlePreview` and `handlePrepare` — both now use `textFillData` from props (not local state); JSON body unchanged
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- **Deleted** `TextFillForm.tsx` — generic label/value row form no longer used anywhere
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## Deviations from Plan
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None — plan executed exactly as written.
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## Verification
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- `npx tsc --noEmit` passes with zero errors
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- No import or reference to `TextFillForm` anywhere in the codebase
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- `PreparePanel` has `textFillData`, `selectedFieldId`, `onQuickFill` in props interface
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- `DocumentPageClient` has `selectedFieldId` and `textFillData` state variables
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- Both `handleFieldValueChange` and `handleQuickFill` call `setPreviewToken(null)`
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- `handlePreview` and `handlePrepare` use `textFillData` from props
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## Checkpoint: Awaiting Human Verification
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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.
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## Self-Check: PASSED
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- [x] `DocumentPageClient.tsx` exists and modified — contains `selectedFieldId`, `textFillData`, `handleFieldValueChange`, `handleQuickFill`
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- [x] `PreparePanel.tsx` exists and modified — contains `onQuickFill`, `selectedFieldId`, `textFillData` props; no TextFillForm
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- [x] `TextFillForm.tsx` deleted — file does not exist
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- [x] Commit f395819 exists (Task 1)
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- [x] Commit d2ebb2c exists (Task 2)
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