- "previewToken state lifted to DocumentPageClient — PreparePanel and FieldPlacer are siblings in a server component and cannot share state directly"
- "DocumentPageClient created as minimal client wrapper holding previewToken state and handleFieldsChanged callback"
- "PdfViewer and PdfViewerWrapper updated to forward onFieldsChanged prop down to FieldPlacer — no new abstractions introduced"
- "previewToken passed as prop to PreparePanel with onPreviewTokenChange setter — PreparePanel calls onPreviewTokenChange(null) to reset on text fill changes"
**PreparePanel Preview button gating Send on previewToken, DocumentPageClient bridging state to FieldPlacer, scroll-lock portal modal, and text fill values drawn at placed field coordinates — human-verified and approved**
- PreparePanel now has Preview button, previewToken state (lifted to DocumentPageClient), handlePreview fetch, and Send button gated on token — Send is disabled until at least one preview has been generated
- TextFillForm onChange wrapped to call onPreviewTokenChange(null) on every text fill change, re-disabling Send
-`teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx` (modified) — Added onFieldsChanged?: () => void to props; called after all 4 persistFields invocations (drag, drop, resize, delete)
-`teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx` (modified) — Accepts and forwards onFieldsChanged prop to FieldPlacer
-`teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewerWrapper.tsx` (modified) — Accepts and forwards onFieldsChanged prop to PdfViewer
-`teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx` (modified) — Replaced PreparePanel+PdfViewerWrapper with DocumentPageClient
-`teressa-copeland-homes/src/lib/pdf/prepare-document.ts` (modified) — Text fill values drawn at placed field box coordinates; sorted by page/y; font size 6-11pt; fieldConsumedKeys tracks which entries were rendered at field positions vs. Strategy B top-of-page fallback
- previewToken state lifted to DocumentPageClient because PreparePanel and PdfViewerWrapper (which hosts FieldPlacer) are siblings in a Next.js server component and cannot share React state directly
- DocumentPageClient is the minimal client wrapper — it only holds previewToken state and the handleFieldsChanged callback; no additional business logic added
- PdfViewer and PdfViewerWrapper updated to thread onFieldsChanged prop through — existing composition pattern preserved
- PreviewModal uses createPortal to escape sticky sidebar stacking context — this is the correct fix for z-index issues caused by CSS stacking contexts, not just raising z-index values
- Text fill UX redesign (per-field click-to-edit, quick-fill suggestions panel) identified as a UX gap during human verification — deferred to Phase 12.1 rather than blocking Phase 12 sign-off
- **Issue:** PreparePanel and FieldPlacer are siblings in a server component; they cannot share React state or callbacks directly
- **Fix:** Created minimal DocumentPageClient.tsx holding previewToken state and handleFieldsChanged callback; updated PdfViewer and PdfViewerWrapper to thread onFieldsChanged prop; updated page.tsx to use DocumentPageClient — exactly as the plan's "only if necessary" note specified
- **Issue:** Background page was scrollable while modal was open; modal appeared behind sticky sidebar overlay boxes due to CSS stacking context
- **Fix:** Added useEffect that locks document.body.overflow on mount and restores on unmount; changed modal render to ReactDOM.createPortal targeting document.body with z-index 9999
- **Files modified:** PreviewModal.tsx
- **Commit:** 43f396b
**3. [Rule 1 - Bug] Text fill values drawn at placed field box coordinates**
- **Found during:** Human verification (Task 3)
- **Issue:** Text type fields previously drew nothing at their placed box positions; textFillData values were only stamped at top of page 1 via Strategy B, making fills invisible at the expected placed locations in preview
- **Fix:** Sorted placed text fields by page asc / y desc (reading order); assigned textFillData entries sequentially to field box positions; drew text at field.x+4, field.y+4 with font size capped 6-11pt; fieldConsumedKeys set prevents double-rendering in Strategy B fallback
**Impact on plan:** All auto-fixes necessary for correctness and user-visible functionality. No scope creep.
## Known Gap — Deferred to Phase 12.1
**Text fill UX redesign** was identified during human verification as a gap in user experience. The current flow presents text fill fields as a single generic form panel, making it difficult to understand which fill corresponds to which placed field on the document.
**Deferred work:**
- Per-field click-to-edit inline editing (click a placed text field box to focus its input)
- Quick-fill suggestions panel (property address, client name auto-populate)
- Visual linkage between TextFillForm rows and placed field boxes
**Decision:** This is a UX improvement, not a correctness blocker. The Preview-gate-Send flow works end-to-end. Phase 12.1 will close this gap.
- PreviewModal background scroll and z-index issues emerged during human verification — both resolved via scroll lock + portal pattern before checkpoint approval
- PREV-01 requirement complete; Phase 12 is fully done
- Phase 13 (AI-assisted field placement or next planned phase) can proceed
- Phase 12.1 (text fill UX redesign) is a planned gap-closure phase
- STATE.md blocker note about Vercel serverless filesystem still applies — write-to-disk preview pattern requires confirmation of deployment target before production deploy
