--- phase: 05-pdf-fill-and-field-mapping plan: "03" subsystem: ui tags: [react, nextjs, tailwind, pdf-preparation, client-forms] # Dependency graph requires: - phase: 05-01-pdf-fill-and-field-mapping provides: POST /api/documents/[id]/prepare endpoint that fills AcroForm fields and transitions status to Sent provides: - TextFillForm component: key-value builder for AcroForm field data (up to 10 rows, individually removable) - PreparePanel component: combined client selector + text fill form + Prepare and Send button with loading/error/success feedback - Extended document detail page: 2/3 + 1/3 grid with PDF viewer on left, PreparePanel on right affects: - 06-signing-flow # Tech tracking tech-stack: added: [] patterns: - "PreparePanel uses useState + fetch + router.refresh() pattern for optimistic post-action UI update" - "TextFillForm manages local row state and calls parent onChange with filtered Record" - "Document detail page fetches clients list in parallel with doc via Promise.all" key-files: created: - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/TextFillForm.tsx - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx modified: - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx key-decisions: - "PreparePanel canPrepare guard: only show prepare form for Draft status — read-only message for Sent/Signed" - "currentClientId defaults to doc.assignedClientId ?? doc.clientId — allows reassigning client before preparing" - "Prepare button disabled when no client selected (assignedClientId empty string)" - "router.refresh() after successful prepare — updates server component data without full navigation" patterns-established: - "PreparePanel pattern: client selector + domain-specific form + action button in single right-column panel" - "TextFillForm pattern: dynamic row builder with onChange emitting filtered Record when label is non-empty" requirements-completed: [DOC-05, DOC-06] # Metrics duration: 3min completed: "2026-03-20" --- # Phase 5 Plan 03: Text Fill Form and Prepare and Send Workflow Summary **TextFillForm (key-value AcroForm field builder) and PreparePanel (client selector + form + send button) integrated into document detail page as a 2/3 + 1/3 split grid** ## Performance - **Duration:** 3 min - **Started:** 2026-03-20T06:02:41Z - **Completed:** 2026-03-20T06:05:22Z - **Tasks:** 2 - **Files modified:** 4 ## Accomplishments - TextFillForm component built with up to 10 key-value rows, individually removable, calling parent onChange with filtered AcroForm field map - PreparePanel built combining client selector dropdown, TextFillForm, and Prepare and Send button with loading/success/error feedback - Document detail page extended to a 2/3 PDF viewer + 1/3 PreparePanel grid, fetching all clients in parallel with document query - Pre-existing TypeScript bug in PdfViewer.tsx (page.scale on PageCallback) auto-fixed to restore clean build ## Task Commits Each task was committed atomically: 1. **Task 1: Create TextFillForm and PreparePanel client components** - `df6eb76` (feat) 2. **Task 2: Extend document detail page to render PreparePanel** - `296ef48` (feat) **Plan metadata:** (docs commit follows) ## Files Created/Modified - `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/TextFillForm.tsx` - Key-value pair builder for AcroForm text fill data (up to 10 rows) - `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx` - Combined panel: client selector + TextFillForm + Prepare and Send button with loading/result state - `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx` - Extended: fetches allClients in parallel, renders 2/3+1/3 grid with PreparePanel - `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx` - Bug fix: replaced page.scale (nonexistent on PageCallback) with scale state variable ## Decisions Made - PreparePanel shows a read-only "status is X" message for non-Draft documents — avoids re-preparing already sent/signed docs - currentClientId initialized from `doc.assignedClientId ?? doc.clientId` — defaults to the most specific client assignment - Prepare and Send button disabled when no client is selected — prevents API call with empty assignedClientId - router.refresh() used (not router.push) so server component re-renders with updated status without changing URL ## Deviations from Plan ### Auto-fixed Issues **1. [Rule 1 - Bug] Fixed PdfViewer.tsx page.scale type error blocking build** - **Found during:** Task 1 (build verification) - **Issue:** `page.scale` does not exist on `PageCallback` type from react-pdf — TypeScript error introduced in Plan 05-02 - **Fix:** Replaced `page.scale` with the `scale` state variable already in scope (same value — it's what was passed to the Page component) - **Files modified:** `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx` - **Verification:** `npm run build` compiles successfully with no TypeScript errors - **Committed in:** df6eb76 (Task 1 commit) --- **Total deviations:** 1 auto-fixed (1 bug — pre-existing TypeScript error from Plan 05-02) **Impact on plan:** Fix was necessary to achieve clean build per task success criteria. No scope creep. ## Issues Encountered None beyond the auto-fixed PdfViewer.tsx type error. ## User Setup Required None - no external service configuration required. ## Next Phase Readiness - PreparePanel and TextFillForm are complete and wired to POST /api/documents/[id]/prepare - Document detail page shows the prepare workflow for Draft documents - Phase 5 is now fully complete (all 3 plans done) - Phase 6 (Signing Flow) can now consume the `preparedFilePath` and `status: Sent` from the prepare endpoint - Blocker to note: DNS (SPF/DKIM/DMARC) for teressacopelandhomes.com must be configured before signing links reach real clients --- *Phase: 05-pdf-fill-and-field-mapping* *Completed: 2026-03-20* ## Self-Check: PASSED - FOUND: TextFillForm.tsx at expected path - FOUND: PreparePanel.tsx at expected path - FOUND: page.tsx at expected path - FOUND: commit df6eb76 (Task 1) - FOUND: commit 296ef48 (Task 2)