red/.planning/phases/05-pdf-fill-and-field-mapping/05-01-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	01	api, database, pdf	drizzle postgresql jsonb pdf-lib jest typescript next.js	phase provides 04-pdf-ingest documents table with filePath, file upload API, uploads/ storage pattern	documents table with 4 new nullable JSONB/text columns (signatureFields, textFillData, assignedClientId, preparedFilePath) SignatureFieldData TypeScript interface exported from schema.ts GET/PUT /api/documents/[id]/fields for signature field coordinate storage POST /api/documents/[id]/prepare that mutates PDF and transitions status to Sent preparePdf utility with atomic tmp->rename write and AcroForm text fill Migration 0003_cool_natasha_romanoff.sql applied to database Unit test suite for Y-flip coordinate conversion formula (10 tests passing)	05-pdf-fill-and-field-mapping field-placer-ui text-fill-ui signing-flow	added patterns @cantoo/pdf-lib ^2.6.3 — server-side PDF mutation (NOT pdf-lib — they conflict) jest ^29.7.0 — unit test runner ts-jest ^29.4.6 — TypeScript preprocessor for jest @types/jest ^30.0.0 — jest type definitions Atomic PDF write: writeFile to .tmp path, verify %PDF magic bytes, rename to final — prevents partial writes form.flatten() called BEFORE drawing signature rectangles to avoid overlay conflicts params is a Promise in Next.js 16 — always await before destructuring UPLOADS_DIR path traversal guard on all file path operations	created modified teressa-copeland-homes/src/lib/pdf/prepare-document.ts teressa-copeland-homes/src/app/api/documents/[id]/fields/route.ts teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts teressa-copeland-homes/src/lib/pdf/__tests__/prepare-document.test.ts teressa-copeland-homes/drizzle/0003_cool_natasha_romanoff.sql teressa-copeland-homes/src/lib/db/schema.ts	@cantoo/pdf-lib used instead of pdf-lib — packages conflict; @cantoo is the maintained fork signatureFields and textFillData stored as JSONB in documents table — flexible schema for field arrays and key/value maps Atomic write (tmp → rename) for prepared PDFs — prevents corrupting the source PDF on failure form.flatten() before rectangle drawing — required order to avoid AcroForm overlay conflicts jest + ts-jest chosen over vitest — straightforward TypeScript test support without ESM complications preparedRelPath uses .replace(/.pdf$/, '_prepared.pdf') — keeps prepared variant next to source with clear naming	PDF atomic write: write to {destPath}.tmp, verify %PDF header, rename to {destPath} Y-flip formula: pdfY = ((renderedH - screenY) / renderedH) * originalHeight — scale-invariant API auth guard: const session = await auth(); if (!session) return new Response('Unauthorized', { status: 401 })	DOC-04 DOC-05 DOC-06	20min	2026-03-19

Phase 5 Plan 01: PDF Field Mapping Foundation Summary

Drizzle migration 0003 adds 4 JSONB/text columns to documents, @cantoo/pdf-lib preparePdf utility with atomic write, GET/PUT fields API, POST prepare API transitioning to Sent status, and 10-test Y-flip coordinate suite all passing

Performance

• Duration: ~20 min
• Started: 2026-03-19T00:00:00Z
• Completed: 2026-03-19
• Tasks: 3 of 3
• Files modified: 6

Accomplishments

• Extended documents table with signatureFields (JSONB), textFillData (JSONB), assignedClientId (text), preparedFilePath (text) nullable columns and applied migration 0003 to the local PostgreSQL database
• Created preparePdf server utility using @cantoo/pdf-lib with AcroForm text fill, signature rectangle drawing, and atomic tmp-to-rename write pattern
• Created GET/PUT /api/documents/[id]/fields and POST /api/documents/[id]/prepare API routes with 401 auth guards, 422 validation, and 403 path traversal protection
• Added 10-test Jest suite verifying Y-flip coordinate conversion formula at both 1:1 scale and 50% zoom

Task Commits

Each task was committed atomically:

1. Task 1: Extend schema + generate and apply migration 0003 - d67130d (feat)
2. Task 2: Create pdf prepare-document utility + API routes for fields and prepare - c81e8ea (feat)
3. Task 3: Write unit tests for Y-flip coordinate conversion formula - 34ed0ba (test)

Plan metadata: TBD (docs: complete plan)

Files Created/Modified

• teressa-copeland-homes/src/lib/db/schema.ts - Added SignatureFieldData interface and 4 new nullable columns to documents table, added jsonb import
• teressa-copeland-homes/drizzle/0003_cool_natasha_romanoff.sql - Migration adding 4 columns (ALTER TABLE ... ADD COLUMN x4)
• teressa-copeland-homes/src/lib/pdf/prepare-document.ts - preparePdf async function: loads PDF, fills AcroForm, flattens, draws signature rectangles, atomic write
• teressa-copeland-homes/src/app/api/documents/[id]/fields/route.ts - GET returns signatureFields array, PUT stores new array and returns it
• teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts - POST calls preparePdf, updates preparedFilePath/textFillData/assignedClientId/status/sentAt
• teressa-copeland-homes/src/lib/pdf/__tests__/prepare-document.test.ts - 10 tests for screenToPdfY and screenToPdfX formulas

Decisions Made

• Used @cantoo/pdf-lib (NOT pdf-lib) — maintained fork, packages conflict if both installed
• JSONB columns for signatureFields and textFillData — flexible schema supports arbitrary field arrays without schema changes
• Atomic write pattern (tmp → rename) for preparePdf — protects against partial writes corrupting the prepared PDF
• form.flatten() before drawing rectangles — if reversed, AcroForm overlay can obscure the drawn rectangles
• jest + ts-jest for unit tests — no ESM configuration needed for pure TypeScript utility functions
• Jest config placed in package.json jest field (not jest.config.ts) — simpler setup for single test suite

Deviations from Plan

Auto-fixed Issues

1. [Rule 3 - Blocking] Fixed pre-existing TypeScript error in scripts/debug-inspect2.ts

• Found during: Task 2 (build verification)
• Issue: el.textContent() returns string | null; concatenation at line 22 failed strict TypeScript check. This file was included in tsconfig **/*.ts glob and caused npm run build to fail.
• Fix: Changed text + href to (text ?? '') + (href ?? '') — null coalescing guards both values
• Files modified: teressa-copeland-homes/scripts/debug-inspect2.ts
• Verification: npm run build completed successfully after fix; all new routes visible in build output
• Committed in: c81e8ea (Task 2 commit)

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Total deviations: 1 auto-fixed (1 blocking pre-existing bug) Impact on plan: Pre-existing bug in unrelated debug script blocked build verification. Trivial null-coalescing fix restored build. No scope creep.

Issues Encountered

• npm run db:migrate requires DATABASE_URL env var which was in .env.local not .env. Ran migration with explicit DATABASE_URL=postgresql://postgres:postgres@localhost:5432/teressa env override to apply successfully.

User Setup Required

None — no external service configuration required. Database migration applied automatically.

Next Phase Readiness

• Plan 02 (field-placer UI) can now import SignatureFieldData from @/lib/db/schema and consume GET/PUT /api/documents/[id]/fields
• Plan 03 (text-fill UI) can use POST /api/documents/[id]/prepare with textFillData payload
• All three API routes return 401 unauthenticated (verified by build output showing routes as dynamic server-rendered)
• preparePdf utility is ready for integration testing once an actual PDF file exists in uploads/

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Phase: 05-pdf-fill-and-field-mapping Completed: 2026-03-19