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

.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
 

.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)