docs(12-02): checkpoint after tasks 1+2 — PreparePanel preview wiring complete
- 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
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Chandler Copeland
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---
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phase: 12-filled-document-preview
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plan: 02
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subsystem: ui
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tags: [react, next.js, preview-gate, pdf-preview, field-placer]
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# Dependency graph
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requires:
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- phase: 12-filled-document-preview
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plan: 01
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provides: POST /api/documents/[id]/preview route and PreviewModal component
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provides:
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- Preview button in PreparePanel calling POST /api/documents/[id]/preview
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- Send button gated on previewToken (disabled until at least one preview generated)
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- Text fill changes reset previewToken to null (re-disables Send)
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- Field changes (drag/drop/delete/resize) reset previewToken via onFieldsChanged callback
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- DocumentPageClient.tsx: shared state bridge between PreparePanel and FieldPlacer
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affects: [PreparePanel.tsx, FieldPlacer.tsx, PdfViewer.tsx, PdfViewerWrapper.tsx, page.tsx]
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- Lifted previewToken state to DocumentPageClient to bridge sibling server-component children
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- onFieldsChanged callback prop pattern: FieldPlacer -> PdfViewer -> PdfViewerWrapper -> DocumentPageClient -> PreparePanel
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- useCallback for handleFieldsChanged in DocumentPageClient prevents unnecessary FieldPlacer re-renders
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key-files:
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created:
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx
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modified:
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewerWrapper.tsx
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx
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key-decisions:
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- "previewToken state lifted to DocumentPageClient — PreparePanel and FieldPlacer are siblings in a server component and cannot share state directly"
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- "DocumentPageClient created as minimal client wrapper holding previewToken state and handleFieldsChanged callback"
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- "PdfViewer and PdfViewerWrapper updated to forward onFieldsChanged prop down to FieldPlacer — no new abstractions introduced"
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- "previewToken passed as prop to PreparePanel with onPreviewTokenChange setter — PreparePanel calls onPreviewTokenChange(null) to reset on text fill changes"
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patterns-established:
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- "Client state bridge pattern: when siblings are rendered by a server component, create a DocumentPageClient to hold shared state"
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- "Callback forwarding chain: DocumentPageClient.handleFieldsChanged -> PdfViewerWrapper -> PdfViewer -> FieldPlacer.onFieldsChanged"
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requirements-completed: []
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# Metrics
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duration: ~4min
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completed: 2026-03-21
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---
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# Phase 12 Plan 02: UI Wiring — Preview Gate and FieldPlacer Callback Summary
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**PreparePanel wired with Preview button, previewToken gating on Send button, and DocumentPageClient bridging previewToken reset to FieldPlacer's onFieldsChanged callback — zero TypeScript errors**
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## Performance
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- **Duration:** ~4 min
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- **Started:** 2026-03-21T21:33:00Z
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- **Completed:** 2026-03-21 (checkpoint reached after 2 auto tasks)
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- **Tasks:** 2 auto tasks complete, 1 human-verify checkpoint pending
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- **Files modified:** 5 modified, 1 created
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## Accomplishments
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- PreparePanel now has Preview button, previewToken state (lifted to DocumentPageClient), handlePreview fetch, and Send button gated on token
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- TextFillForm onChange wrapped to call onPreviewTokenChange(null) on every text fill change
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- PreviewModal renders conditionally when showPreview && previewBytes
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- FieldPlacer.tsx updated with onFieldsChanged?: () => void prop — called after every persistFields() (drag, resize, delete)
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- DocumentPageClient.tsx created as minimal state bridge holding previewToken and passing handleFieldsChanged to FieldPlacer chain
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- page.tsx updated to use DocumentPageClient replacing direct PreparePanel/PdfViewerWrapper
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: PreparePanel preview state, button, gating, modal, DocumentPageClient wiring** - `de195a3` (feat)
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2. **Task 2: FieldPlacer onFieldsChanged callback prop** - `720d07f` (feat)
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## Files Created/Modified
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- `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
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- `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
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- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx` (modified) — Added onFieldsChanged?: () => void to props; called after all 4 persistFields invocations
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- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx` (modified) — Accepts and forwards onFieldsChanged prop to FieldPlacer
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- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewerWrapper.tsx` (modified) — Accepts and forwards onFieldsChanged prop to PdfViewer
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- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx` (modified) — Replaced PreparePanel+PdfViewerWrapper with DocumentPageClient
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## Decisions Made
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- 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
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- DocumentPageClient is the minimal client wrapper — it only holds previewToken state and the handleFieldsChanged callback; no additional business logic added
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- PdfViewer and PdfViewerWrapper updated to thread onFieldsChanged prop through — existing composition pattern preserved
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## Deviations from Plan
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### Auto-added Components
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**1. [Rule 3 - Wiring Requirement] Created DocumentPageClient.tsx wrapper**
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- **Found during:** Task 1
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- **Issue:** PreparePanel and FieldPlacer are siblings in a server component; they cannot share React state or callbacks directly
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- **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
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- **Files modified:** DocumentPageClient.tsx (created), PdfViewer.tsx, PdfViewerWrapper.tsx, page.tsx
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- **Commit:** de195a3
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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.
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## Issues Encountered
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None beyond the expected need for DocumentPageClient.
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## User Setup Required
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None — dev server start only (for human verification).
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## Next Phase Readiness
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- Human verification checkpoint (Task 3) pending — 12-step flow to be verified
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- After approval, PREV-01 requirement complete and Phase 12 is done
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---
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*Phase: 12-filled-document-preview*
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*Completed: 2026-03-21 (checkpoint pending)*
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## Self-Check: PASSED
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- FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx
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- FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx
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- FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx
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- FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx
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- FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewerWrapper.tsx
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- FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx
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- TypeScript: zero errors (npx tsc --noEmit)
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