red/.planning/phases/12.1-per-field-text-editing-and-quick-fill/12.1-02-SUMMARY.md

phase, plan, subsystem, tags, dependency_graph, tech_stack, key_files, decisions, metrics

phase	plan	subsystem	tags	dependency_graph	tech_stack	key_files	decisions	metrics
12.1-per-field-text-editing-and-quick-fill	02	document-editor, state-management	text-fill quick-fill state-lifting ux react	requires provides affects 12.1-01 (prop chain PdfViewerWrapper->PdfViewer->FieldPlacer, click-to-select inline input) selectedFieldId + textFillData shared state in DocumentPageClient QuickFillPanel in PreparePanel sidebar (Client Name / Property Address / Client Email) previewToken staleness reset on every text value change teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/TextFillForm.tsx (deleted)	added patterns state-lifting (selectedFieldId + textFillData lifted to DocumentPageClient for cross-component sync) callback prop pattern (handleFieldValueChange and handleQuickFill passed down as props) conditional sidebar panel (QuickFillPanel only visible when selectedFieldId non-null)	created modified deleted teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/TextFillForm.tsx	[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 [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 [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)	duration_minutes completed_date tasks_completed files_modified files_deleted 5 2026-03-21 2 2 1

Phase 12.1 Plan 02: Per-Field Text Editing State Bridge Summary

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.

Tasks Completed

#	Task	Commit	Files
1	Extend DocumentPageClient with selectedFieldId + textFillData shared state	f395819	DocumentPageClient.tsx
2	Replace TextFillForm with QuickFillPanel in PreparePanel; delete TextFillForm.tsx	d2ebb2c	PreparePanel.tsx, TextFillForm.tsx (deleted)

What Was Built

Task 1: DocumentPageClient shared state bridge

Extended DocumentPageClient.tsx from 51 lines to 71 lines:

• Added selectedFieldId state (useState<string | null>(null)) — tracks which text field box is currently selected
• Added textFillData state (useState<Record<string, string>>({})) — UUID-keyed map of text values; starts empty (no legacy label seeding)
• Added handleFieldValueChange(fieldId, value) callback — updates textFillData and resets previewToken to null (TXTF-03)
• Added handleQuickFill(fieldId, value) callback — same as handleFieldValueChange but semantically separate for quick-fill button clicks
• Passed all 4 new props to PdfViewerWrapper: selectedFieldId, textFillData, onFieldSelect={setSelectedFieldId}, onFieldValueChange={handleFieldValueChange}
• Passed 3 new props to PreparePanel: textFillData, selectedFieldId, onQuickFill={handleQuickFill}

Task 2: PreparePanel QuickFillPanel + TextFillForm deletion

Overhauled PreparePanel.tsx:

• Removed textFillData local state (seeded with { propertyAddress: clientPropertyAddress } — label-keyed broken pattern)
• Removed handleTextFillChange function
• Removed TextFillForm import and JSX block
• Added 3 new props to PreparePanelProps: textFillData: Record<string, string>, selectedFieldId: string | null, onQuickFill: (fieldId: string, value: string) => void
• 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."
• Updated handlePreview and handlePrepare — both now use textFillData from props (not local state); JSON body unchanged
• Deleted TextFillForm.tsx — generic label/value row form no longer used anywhere

Deviations from Plan

None — plan executed exactly as written.

Verification

• npx tsc --noEmit passes with zero errors
• No import or reference to TextFillForm anywhere in the codebase
• PreparePanel has textFillData, selectedFieldId, onQuickFill in props interface
• DocumentPageClient has selectedFieldId and textFillData state variables
• Both handleFieldValueChange and handleQuickFill call setPreviewToken(null)
• handlePreview and handlePrepare use textFillData from props

Checkpoint: Awaiting Human Verification

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.

Self-Check: PASSED

• DocumentPageClient.tsx exists and modified — contains selectedFieldId, textFillData, handleFieldValueChange, handleQuickFill
• PreparePanel.tsx exists and modified — contains onQuickFill, selectedFieldId, textFillData props; no TextFillForm
• TextFillForm.tsx deleted — file does not exist
• Commit f395819 exists (Task 1)
• Commit d2ebb2c exists (Task 2)