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docs(12-02): checkpoint after tasks 1+2 — PreparePanel preview wiring complete

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- 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
This commit is contained in:
Chandler Copeland
2026-03-21 15:38:18 -06:00
parent 720d07fd54
commit 422c9a89aa
2 changed files with 138 additions and 6 deletions
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14
.planning/STATE.md
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@@ -3,12 +3,12 @@ gsd_state_version: 1.0
milestone: v1.1 milestone: v1.1
milestone_name: Smart Document Preparation milestone_name: Smart Document Preparation
status: unknown status: unknown
last_updated: "2026-03-21T21:31:13.169Z" last_updated: "2026-03-21T21:38:01.100Z"
progress: progress:
total_phases: 13 total_phases: 13
completed_phases: 12 completed_phases: 13
total_plans: 42 total_plans: 42
completed_plans: 41 completed_plans: 42
--- ---
# Project State # Project State
@@ -23,9 +23,9 @@ See: .planning/PROJECT.md (updated 2026-03-21)
## Current Position ## Current Position
Phase: 12 of 13 (Filled Document Preview) — IN PROGRESS Phase: 12 of 13 (Filled Document Preview) — IN PROGRESS
Plan: 1 of 2 in phase 12 complete Plan: 2 of 2 in phase 12 — PAUSED at checkpoint:human-verify (Task 3)
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 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 01 complete: POST /api/documents/[id]/preview route and PreviewModal component created; zero TypeScript errors; 2 files created. 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 ## 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]: 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]: 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]: 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 ### Pending Todos

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.planning/phases/12-filled-document-preview/12-02-SUMMARY.md Normal file
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@@ -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)