From 422c9a89aaec7472dbc98572fbaade046710b1e1 Mon Sep 17 00:00:00 2001 From: Chandler Copeland Date: Sat, 21 Mar 2026 15:38:18 -0600 Subject: [PATCH] =?UTF-8?q?docs(12-02):=20checkpoint=20after=20tasks=201+2?= =?UTF-8?q?=20=E2=80=94=20PreparePanel=20preview=20wiring=20complete?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit - SUMMARY.md created documenting Tasks 1+2 completion - STATE.md updated: position at checkpoint:human-verify Task 3 - Decisions recorded: previewToken lifted to DocumentPageClient, wiring pattern --- .planning/STATE.md | 14 +- .../12-02-SUMMARY.md | 130 ++++++++++++++++++ 2 files changed, 138 insertions(+), 6 deletions(-) create mode 100644 .planning/phases/12-filled-document-preview/12-02-SUMMARY.md diff --git a/.planning/STATE.md b/.planning/STATE.md index 06e787f..4ca5a1e 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -3,12 +3,12 @@ gsd_state_version: 1.0 milestone: v1.1 milestone_name: Smart Document Preparation status: unknown -last_updated: "2026-03-21T21:31:13.169Z" +last_updated: "2026-03-21T21:38:01.100Z" progress: total_phases: 13 - completed_phases: 12 + completed_phases: 13 total_plans: 42 - completed_plans: 41 + completed_plans: 42 --- # Project State @@ -23,9 +23,9 @@ See: .planning/PROJECT.md (updated 2026-03-21) ## Current Position Phase: 12 of 13 (Filled Document Preview) — IN PROGRESS -Plan: 1 of 2 in phase 12 complete -Status: Phase 12 Plan 01 complete — preview API route and PreviewModal component created; PREV-01 satisfied; next: Plan 02 to wire PreviewModal into PreparePanel and gate Send button -Last activity: 2026-03-21 — Phase 12 Plan 01 complete: POST /api/documents/[id]/preview route and PreviewModal component created; zero TypeScript errors; 2 files created. +Plan: 2 of 2 in phase 12 — PAUSED at checkpoint:human-verify (Task 3) +Status: Phase 12 Plan 02 Tasks 1+2 complete — PreparePanel wired with Preview button, previewToken gating, PreviewModal, and DocumentPageClient bridges previewToken reset to FieldPlacer; awaiting human verification of full Preview-gate-Send flow +Last activity: 2026-03-21 — Phase 12 Plan 02 Tasks 1+2 complete: 6 files modified/created, zero TypeScript errors; paused at human-verify checkpoint. ## Accumulated Context @@ -103,6 +103,8 @@ Recent decisions affecting v1.1 work: - [Phase 12-filled-document-preview]: Preview route uses _preview_{timestamp}.pdf versioned path — never overwrites _prepared.pdf - [Phase 12-filled-document-preview]: try/finally ensures temp preview file deleted even if readFile throws - [Phase 12-filled-document-preview]: PreviewModal configures pdfjs.GlobalWorkerOptions.workerSrc independently — not inherited from PdfViewer module +- [Phase 12-filled-document-preview]: previewToken state lifted to DocumentPageClient — PreparePanel and FieldPlacer are siblings in server component, cannot share state directly +- [Phase 12-filled-document-preview]: DocumentPageClient created as minimal client wrapper — holds previewToken state, passes handleFieldsChanged to FieldPlacer chain, passes previewToken+setter to PreparePanel ### Pending Todos diff --git a/.planning/phases/12-filled-document-preview/12-02-SUMMARY.md b/.planning/phases/12-filled-document-preview/12-02-SUMMARY.md new file mode 100644 index 0000000..5cccce5 --- /dev/null +++ b/.planning/phases/12-filled-document-preview/12-02-SUMMARY.md @@ -0,0 +1,130 @@ +--- +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)