red/.planning/phases/13-ai-field-placement-and-pre-fill/13-03-SUMMARY.md

phase: 13-ai-field-placement-and-pre-fill plan: "03" subsystem: ui tags: [react, nextjs, typescript, ai, field-placement] # Dependency graph requires: - phase: 13-01 provides: AI field placement utilities (aiCoordsToPagePdfSpace, classifyFieldsWithAI, extractPdfText) - phase: 13-02 provides: POST /api/documents/[id]/ai-prepare route that writes AI-placed fields to DB and returns textFillData provides: - "AI Auto-place Fields" violet button in PreparePanel for Draft documents - aiPlacementKey prop on FieldPlacer that triggers loadFields re-fetch when incremented - aiPlacementKey threaded through PdfViewerWrapper and PdfViewer - handleAiAutoPlace in DocumentPageClient that calls ai-prepare route, merges textFillData, increments key, resets preview affects: - 13-04 # Tech tracking tech-stack: added: [] patterns: - aiPlacementKey integer state as a cache-busting trigger for FieldPlacer re-fetch - Merge pattern for AI textFillData (AI values take precedence over existing manual values) - Callback-prop pattern for async operations from child to parent (onAiAutoPlace) key-files: created: [] modified: - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewerWrapper.tsx - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx key-decisions: - "aiPlacementKey integer incremented via setAiPlacementKey(k => k + 1) — functional update prevents stale closure issues" - "textFillData is MERGED not replaced — {...prev, ...aiTextFill} preserves manually typed values while AI values take precedence" - "previewToken reset to null after AI placement — agent must re-preview after AI changes fields" - "AI button uses violet (#7c3aed / bg-violet-600) to visually distinguish from gray Preview and blue Prepare-and-Send" - "Error from ai-prepare route is thrown in handleAiAutoPlace and caught by PreparePanel's handleAiAutoPlaceClick — surfaced via existing result state" patterns-established: - "aiPlacementKey pattern: integer state in parent (DocumentPageClient), threaded as prop down through PdfViewerWrapper -> PdfViewer -> FieldPlacer, added to useEffect dependency array for re-fetch" requirements-completed: [AI-01, AI-02] # Metrics duration: 2min completed: 2026-03-21

Phase 13 Plan 03: AI Field Placement UI Wire-up Summary

Violet "AI Auto-place Fields" button in PreparePanel triggers POST /api/documents/[id]/ai-prepare, merges pre-fill data, and re-fetches DB fields via aiPlacementKey cache-busting prop threaded through PdfViewerWrapper to FieldPlacer

Performance

• Duration: 2 min
• Started: 2026-03-21T23:06:18Z
• Completed: 2026-03-21T23:08:27Z
• Tasks: 2
• Files modified: 5

Accomplishments

• FieldPlacer accepts aiPlacementKey prop and includes it in the loadFields useEffect dependency array, triggering a re-fetch whenever AI places fields
• PdfViewer and PdfViewerWrapper thread aiPlacementKey through the component chain from DocumentPageClient to FieldPlacer
• PreparePanel has "AI Auto-place Fields" violet button with dedicated aiLoading state, error display via existing result state, and disabled during any loading
• DocumentPageClient orchestrates handleAiAutoPlace: calls ai-prepare route, merges AI pre-fills into textFillData, increments aiPlacementKey, resets previewToken

Task Commits

Each task was committed atomically:

1. Task 1: Add aiPlacementKey prop to FieldPlacer and thread through PdfViewerWrapper - 3e11eef (feat)
2. Task 2: Add AI Auto-place button to PreparePanel and wire DocumentPageClient handler - bfdaee1 (feat)

Plan metadata: (docs commit — see below)

Files Created/Modified

• teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx - Added aiPlacementKey prop, added to loadFields useEffect deps
• teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx - Added aiPlacementKey prop, passes to FieldPlacer
• teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewerWrapper.tsx - Added aiPlacementKey prop, passes to PdfViewer
• teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx - Added onAiAutoPlace prop, aiLoading state, handleAiAutoPlaceClick, violet AI button above Preview
• teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx - Added aiPlacementKey state, handleAiAutoPlace callback, wired both to PdfViewerWrapper and PreparePanel

Decisions Made

• aiPlacementKey uses functional update setAiPlacementKey(k => k + 1) to avoid stale closure issues
• textFillData merges via {...prev, ...aiTextFill} — AI values take precedence; manual edits for other fields are preserved
• AI button is violet (#7c3aed / bg-violet-600) to visually distinguish from gray Preview button and blue Prepare-and-Send
• Error thrown by handleAiAutoPlace is caught in PreparePanel's handleAiAutoPlaceClick and displayed via the existing result state

Deviations from Plan

None - plan executed exactly as written.

Issues Encountered

None.

User Setup Required

None - no external service configuration required.

Next Phase Readiness

• All client-side AI wiring complete: button, loading state, error display, field re-fetch, textFillData merge, preview reset
• Phase 13 Plan 04 (E2E human verification) is ready — agent can now test the full AI placement flow in the browser
• Existing functionality unchanged: drag-and-drop, click-to-edit, quick-fill, preview, prepare-and-send all unaffected

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Phase: 13-ai-field-placement-and-pre-fill Completed: 2026-03-21