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red/.planning/phases/12-filled-document-preview/12-01-SUMMARY.md

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---
phase: 12-filled-document-preview
plan: 01
subsystem: api, ui
tags: [react-pdf, pdfjs-dist, next.js, pdf-preview, route-handler]
# Dependency graph
requires:
- phase: 11-agent-saved-signature
provides: preparePdf function with agentSignatureData and agentInitialsData params
- phase: 11.1-agent-and-client-initials
provides: agentInitialsData column on users table and 422 guard pattern
provides:
- POST /api/documents/[id]/preview route — generates temp versioned PDF and returns bytes
- PreviewModal component — renders ArrayBuffer PDF in react-pdf modal with pagination
affects: [12-02-PLAN.md, PreparePanel wiring, Send button gating]
# Tech tracking
tech-stack:
added: []
patterns:
- try/finally for temp file cleanup (preparePdf writes, readFile reads, unlink in finally)
- Versioned preview path (_preview_{timestamp}.pdf) prevents _prepared.pdf overwrite
- Independent pdfjs worker configuration per module (not shared with PdfViewer)
- ArrayBuffer passed directly to react-pdf Document file prop (stable useState reference)
key-files:
created:
- teressa-copeland-homes/src/app/api/documents/[id]/preview/route.ts
- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreviewModal.tsx
modified: []
key-decisions:
- "Preview route uses _preview_{timestamp}.pdf versioned path — never overwrites _prepared.pdf"
- "try/finally ensures temp preview file deleted even if readFile throws"
- "PreviewModal configures pdfjs.GlobalWorkerOptions.workerSrc independently — not inherited from PdfViewer module"
- "ArrayBuffer passed directly as file prop to react-pdf Document — no Uint8Array wrapping"
patterns-established:
- "Preview-only routes: no DB writes (no status/preparedFilePath updates), only bytes returned"
- "422 guards mirrored from prepare route for agent-signature-missing and agent-initials-missing"
requirements-completed: [PREV-01]
# Metrics
duration: 5min
completed: 2026-03-21
---
# Phase 12 Plan 01: Filled Document Preview Summary
**POST /api/documents/[id]/preview route returning temp PDF bytes, plus PreviewModal react-pdf component with prev/next pagination — both independent of existing prepare route and PdfViewer**
## Performance
- **Duration:** ~5 min
- **Started:** 2026-03-21T21:29:16Z
- **Completed:** 2026-03-21T21:34:00Z
- **Tasks:** 2
- **Files modified:** 2 created
## Accomplishments
- Created auth-guarded preview API route that generates a versioned temp PDF, returns bytes, and cleans up in try/finally
- Mirrors all 422 guards from prepare route (agent-signature-missing, agent-initials-missing)
- Created PreviewModal client component with independent pdfjs worker config, ArrayBuffer file prop, and prev/next navigation
## Task Commits
Each task was committed atomically:
1. **Task 1: POST /api/documents/[id]/preview route** - `99205bc` (feat)
2. **Task 2: PreviewModal component** - `f458939` (feat)
## Files Created/Modified
- `teressa-copeland-homes/src/app/api/documents/[id]/preview/route.ts` - Next.js 15 route handler: auth guard, versioned temp path, 422 guards, preparePdf + readFile in try/finally, fire-and-forget unlink
- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreviewModal.tsx` - Client component: accepts ArrayBuffer + onClose, configures pdfjs worker, renders Document/Page with Prev/Next/Close controls
## Decisions Made
- Versioned preview path (`_preview_{timestamp}.pdf`) chosen over fixed name to prevent concurrent request collisions and avoid overwriting `_prepared.pdf`
- try/finally placement ensures unlink fires even on readFile failure
- PreviewModal declares its own `pdfjs.GlobalWorkerOptions.workerSrc` — not relying on PdfViewer module's side effect since module evaluation order is not guaranteed
## Deviations from Plan
None - plan executed exactly as written.
## Issues Encountered
None
## User Setup Required
None - no external service configuration required.
## Next Phase Readiness
- Both artifacts complete; Plan 02 can wire PreviewModal into PreparePanel and gate the Send button behind successful preview
- STATE.md blocker note about Vercel serverless filesystem still applies — write-to-disk preview pattern requires confirmation of deployment target before Plan 02 ships to production
---
*Phase: 12-filled-document-preview*
*Completed: 2026-03-21*
## Self-Check: PASSED
- FOUND: teressa-copeland-homes/src/app/api/documents/[id]/preview/route.ts
- FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreviewModal.tsx
- FOUND: .planning/phases/12-filled-document-preview/12-01-SUMMARY.md
- FOUND commit: 99205bc (Task 1)
- FOUND commit: f458939 (Task 2)