red/.planning/phases/05-pdf-fill-and-field-mapping/05-03-SUMMARY.md

phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, requirements-completed, duration, completed

phase	plan	subsystem	tags	requires	provides	affects	tech-stack	key-files	key-decisions	patterns-established	requirements-completed	duration	completed
05-pdf-fill-and-field-mapping	03	ui	react nextjs tailwind pdf-preparation client-forms	phase provides 05-01-pdf-fill-and-field-mapping POST /api/documents/[id]/prepare endpoint that fills AcroForm fields and transitions status to Sent	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	06-signing-flow	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<string, string> Document detail page fetches clients list in parallel with doc via Promise.all	created modified teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/TextFillForm.tsx teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx	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	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	DOC-05 DOC-06	3min	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)

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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

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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)