From 0a719c9d601cf17233d13ad97cefe09dba001645 Mon Sep 17 00:00:00 2001
From: Chandler Copeland <ccopeland@motivhealth.com>
Date: Fri, 20 Mar 2026 00:53:46 -0600
Subject: [PATCH] fix(05-04): fetch client email via direct join, improve
 recipients hint text

---
 .../[docId]/_components/PreparePanel.tsx      |  8 +++----
 .../(protected)/documents/[docId]/page.tsx    | 23 +++++++++++--------
 2 files changed, 17 insertions(+), 14 deletions(-)

diff --git a/teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx b/teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx
index a16d985..1b232bf 100644
--- a/teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx
+++ b/teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx
@@ -87,11 +87,9 @@ export function PreparePanel({ docId, defaultEmail, clientName, currentStatus }:
           className="w-full border rounded px-2 py-1.5 text-sm resize-none"
           placeholder="email@example.com"
         />
-        {clientName && (
-          <p className="text-xs text-gray-400 mt-0.5">
-            {clientName} · add more addresses separated by commas
-          </p>
-        )}
+        <p className="text-xs text-gray-400 mt-0.5">
+          To add more recipients, separate each email with a comma
+        </p>
       </div>
 
       <div>
diff --git a/teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx b/teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx
index 739e699..6cfd5dc 100644
--- a/teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx
+++ b/teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx
@@ -1,7 +1,7 @@
 import { auth } from '@/lib/auth';
 import { redirect } from 'next/navigation';
 import { db } from '@/lib/db';
-import { documents } from '@/lib/db/schema';
+import { documents, clients } from '@/lib/db/schema';
 import { eq } from 'drizzle-orm';
 import Link from 'next/link';
 import { PdfViewerWrapper } from './_components/PdfViewerWrapper';
@@ -17,10 +17,15 @@ export default async function DocumentPage({
 
   const { docId } = await params;
 
-  const doc = await db.query.documents.findFirst({
-    where: eq(documents.id, docId),
-    with: { client: true },
-  });
+  const [doc, docClient] = await Promise.all([
+    db.query.documents.findFirst({ where: eq(documents.id, docId) }),
+    db.select({ email: clients.email, name: clients.name })
+      .from(clients)
+      .innerJoin(documents, eq(documents.clientId, clients.id))
+      .where(eq(documents.id, docId))
+      .limit(1)
+      .then(r => r[0] ?? null),
+  ]);
 
   if (!doc) redirect('/portal/dashboard');
 
@@ -32,11 +37,11 @@ export default async function DocumentPage({
             href={`/portal/clients/${doc.clientId}`}
             className="inline-flex items-center gap-1 px-3 py-1.5 text-sm font-medium text-blue-600 border border-blue-200 rounded-md bg-blue-50 hover:bg-blue-100 hover:border-blue-300 transition-colors"
           >
-            &larr; Back to {doc.client?.name ?? 'Client'}
+            &larr; Back to {docClient?.name ?? 'Client'}
           </Link>
           <h1 className="text-2xl font-bold mt-1">{doc.name}</h1>
           <p className="text-sm text-gray-500">
-            {doc.client?.name} &middot; <span className="capitalize">{doc.status}</span>
+            {docClient?.name} &middot; <span className="capitalize">{doc.status}</span>
           </p>
         </div>
       </div>
@@ -48,8 +53,8 @@ export default async function DocumentPage({
         <div className="lg:col-span-1">
           <PreparePanel
             docId={docId}
-            defaultEmail={doc.client?.email ?? ''}
-            clientName={doc.client?.name ?? ''}
+            defaultEmail={docClient?.email ?? ''}
+            clientName={docClient?.name ?? ''}
             currentStatus={doc.status}
           />
         </div>