red/.planning/phases/12-filled-document-preview/12-02-SUMMARY.md

---
phase: 12-filled-document-preview
plan: 02
subsystem: ui
tags: [react, next.js, preview-gate, pdf-preview, field-placer]

# Dependency graph
requires:
  - phase: 12-filled-document-preview
    plan: 01
    provides: POST /api/documents/[id]/preview route and PreviewModal component
provides:
  - Preview button in PreparePanel calling POST /api/documents/[id]/preview
  - Send button gated on previewToken (disabled until at least one preview generated)
  - Text fill changes reset previewToken to null (re-disables Send)
  - Field changes (drag/drop/delete/resize) reset previewToken via onFieldsChanged callback
  - DocumentPageClient.tsx: shared state bridge between PreparePanel and FieldPlacer
affects: [PreparePanel.tsx, FieldPlacer.tsx, PdfViewer.tsx, PdfViewerWrapper.tsx, page.tsx]

# Tech tracking
tech-stack:
  added: []
  patterns:
    - Lifted previewToken state to DocumentPageClient to bridge sibling server-component children
    - onFieldsChanged callback prop pattern: FieldPlacer -> PdfViewer -> PdfViewerWrapper -> DocumentPageClient -> PreparePanel
    - useCallback for handleFieldsChanged in DocumentPageClient prevents unnecessary FieldPlacer re-renders

key-files:
  created:
    - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx
  modified:
    - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx
    - 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]/page.tsx

key-decisions:
  - "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"

patterns-established:
  - "Client state bridge pattern: when siblings are rendered by a server component, create a DocumentPageClient to hold shared state"
  - "Callback forwarding chain: DocumentPageClient.handleFieldsChanged -> PdfViewerWrapper -> PdfViewer -> FieldPlacer.onFieldsChanged"

requirements-completed: []

# Metrics
duration: ~4min
completed: 2026-03-21
---

# Phase 12 Plan 02: UI Wiring — Preview Gate and FieldPlacer Callback Summary

**PreparePanel wired with Preview button, previewToken gating on Send button, and DocumentPageClient bridging previewToken reset to FieldPlacer's onFieldsChanged callback — zero TypeScript errors**

## Performance

- **Duration:** ~4 min
- **Started:** 2026-03-21T21:33:00Z
- **Completed:** 2026-03-21 (checkpoint reached after 2 auto tasks)
- **Tasks:** 2 auto tasks complete, 1 human-verify checkpoint pending
- **Files modified:** 5 modified, 1 created

## Accomplishments
- PreparePanel now has Preview button, previewToken state (lifted to DocumentPageClient), handlePreview fetch, and Send button gated on token
- TextFillForm onChange wrapped to call onPreviewTokenChange(null) on every text fill change
- PreviewModal renders conditionally when showPreview && previewBytes
- FieldPlacer.tsx updated with onFieldsChanged?: () => void prop — called after every persistFields() (drag, resize, delete)
- DocumentPageClient.tsx created as minimal state bridge holding previewToken and passing handleFieldsChanged to FieldPlacer chain
- page.tsx updated to use DocumentPageClient replacing direct PreparePanel/PdfViewerWrapper

## Task Commits

Each task was committed atomically:

1. **Task 1: PreparePanel preview state, button, gating, modal, DocumentPageClient wiring** - `de195a3` (feat)
2. **Task 2: FieldPlacer onFieldsChanged callback prop** - `720d07f` (feat)

## Files Created/Modified
- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx` (created) — Client wrapper holding previewToken state; passes reset callback to PdfViewerWrapper and PreviewToken/setter to PreparePanel
- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx` (modified) — Added previewToken/onPreviewTokenChange props, handlePreview function, Preview button, gated Send button, PreviewModal render, handleTextFillChange wrapper
- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx` (modified) — Added onFieldsChanged?: () => void to props; called after all 4 persistFields invocations
- `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

## Decisions Made
- 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

## Deviations from Plan

### Auto-added Components

**1. [Rule 3 - Wiring Requirement] Created DocumentPageClient.tsx wrapper**
- **Found during:** Task 1
- **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
- **Files modified:** DocumentPageClient.tsx (created), PdfViewer.tsx, PdfViewerWrapper.tsx, page.tsx
- **Commit:** de195a3

Note: This is documented as a deviation but is actually the exact path the plan anticipated ("create a minimal `DocumentPageClient.tsx` wrapper component... but only if necessary"). The plan judged it necessary, and the server-component sibling architecture confirmed it.

## Issues Encountered
None beyond the expected need for DocumentPageClient.

## User Setup Required
None — dev server start only (for human verification).

## Next Phase Readiness
- Human verification checkpoint (Task 3) pending — 12-step flow to be verified
- After approval, PREV-01 requirement complete and Phase 12 is done

---
*Phase: 12-filled-document-preview*
*Completed: 2026-03-21 (checkpoint pending)*

## Self-Check: PASSED

- FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx
- FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx
- FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx
- FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx
- FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewerWrapper.tsx
- FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx
- TypeScript: zero errors (npx tsc --noEmit)