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docs(05-01): complete pdf-fill-and-field-mapping plan 01

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- Created 05-01-SUMMARY.md documenting all tasks, decisions, and deviations
- Updated STATE.md: advanced to Phase 5 Plan 1 complete, added 6 new decisions
- Updated ROADMAP.md: marked 05-01-PLAN.md complete, Phase 5 progress 1/4
- Marked requirements DOC-04, DOC-05, DOC-06 as complete in REQUIREMENTS.md

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Chandler Copeland
2026-03-19 23:57:34 -06:00
parent 34ed0baa43
commit f1cb526213
4 changed files with 168 additions and 15 deletions
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.planning/STATE.md
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@@ -18,14 +18,14 @@ progress:
See: .planning/PROJECT.md (updated 2026-03-19)
**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 4 - PDF Ingest
**Current focus:** Phase 5 - PDF Fill and Field Mapping
## Current Position
Phase: 4 of 7 (PDF Ingest) — COMPLETE
Plan: 04-04 complete (4 of 4 plans in phase complete)
Status: Plan 04-04 complete — Human verification approved; Phase 4 PDF ingest declared complete
Last activity: 2026-03-20 — Plan 04-04 complete: Teressa confirmed all 7 browser verification steps pass; forms library, modal, PDF render, file storage, and auth guards verified
Phase: 5 of 7 (PDF Fill and Field Mapping) — IN PROGRESS
Plan: 05-01 complete (1 of 3 plans in phase complete)
Status: Plan 05-01 complete — DB migration 0003 applied, preparePdf utility, GET/PUT fields and POST prepare API routes, 10 Y-flip tests passing
Last activity: 2026-03-19 — Plan 05-01 complete: schema extended, @cantoo/pdf-lib installed, API routes live, Jest test suite passing
Progress: [██████████] 100%
@@ -101,6 +101,12 @@ Recent decisions affecting current work:
- [Phase 04-pdf-ingest]: pdfjs worker uses new URL(import.meta.url) pattern — no CDN URL; works in local/Docker environments without internet access
- [Phase 04-pdf-ingest]: documentsRelations added to schema.ts — required for Drizzle db.query relational API with-relations support
- [Phase 04-pdf-ingest 04-04]: Phase 4 declared complete after human agent verified all 7 browser verification steps pass — forms library, modal, PDF render, file storage, and auth guards confirmed working
- [Phase 05-pdf-fill-and-field-mapping 05-01]: @cantoo/pdf-lib used instead of pdf-lib — packages conflict; @cantoo is the maintained fork with same API
- [Phase 05-pdf-fill-and-field-mapping 05-01]: signatureFields and textFillData stored as JSONB in documents table — flexible schema for field arrays and key/value maps without additional tables
- [Phase 05-pdf-fill-and-field-mapping 05-01]: Atomic write (tmp → rename) for prepared PDFs — prevents corrupting source PDF on partial write failure
- [Phase 05-pdf-fill-and-field-mapping 05-01]: form.flatten() called BEFORE drawing signature rectangles — required order; if reversed, AcroForm overlay obscures drawn rectangles
- [Phase 05-pdf-fill-and-field-mapping 05-01]: jest + ts-jest chosen for unit tests — straightforward TypeScript test support without ESM complications for coordinate formula tests
- [Phase 05-pdf-fill-and-field-mapping 05-01]: Y-flip formula pdfY = ((renderedH - screenY) / renderedH) * originalHeight is scale-invariant — verified at 1:1 and 50% zoom in test suite
### Pending Todos
@@ -116,6 +122,6 @@ None yet.
## Session Continuity
Last session: 2026-03-20
Stopped at: Completed 04-04-PLAN.md — Human verification approved; Phase 4 PDF ingest complete
Last session: 2026-03-19
Stopped at: Completed 05-01-PLAN.md — DB migration 0003, preparePdf utility, fields/prepare API routes, 10 Jest tests passing
Resume file: None