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docs(12-02): complete filled-document-preview plan 02 — PREV-01 human-verified

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- Update 12-02-SUMMARY.md: add bug fix commits (43f396b scroll lock+portal, bce2a98 text fill coords), human approval, known gap (Phase 12.1 text fill UX redesign deferred)
- STATE.md: Phase 12 COMPLETE, progress 100% (13/13), add decisions for portal modal, text fill coords, Phase 12.1 gap; update session Stopped At
- ROADMAP.md: Phase 12 marked Complete (2/2 summaries)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Chandler Copeland
2026-03-21 15:58:01 -06:00
parent bce2a980d2
commit 513bbe96d8
3 changed files with 94 additions and 34 deletions
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20
.planning/STATE.md
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@@ -3,7 +3,7 @@ gsd_state_version: 1.0
milestone: v1.1
milestone_name: Smart Document Preparation
status: unknown
last_updated: "2026-03-21T21:38:01.100Z"
last_updated: "2026-03-21T21:55:00Z"
progress:
total_phases: 13
completed_phases: 13
@@ -22,17 +22,17 @@ See: .planning/PROJECT.md (updated 2026-03-21)
## Current Position
Phase: 12 of 13 (Filled Document Preview) — IN PROGRESS
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.
Phase: 12 of 13 (Filled Document Preview) — COMPLETE
Plan: 2 of 2 in phase 12 — COMPLETE (human-verified and approved)
Status: Phase 12 fully complete — PREV-01 verified by human; Preview-gate-Send flow approved; Phase 12.1 (text fill UX redesign) identified as known gap for gap closure work
Last activity: 2026-03-21 — Phase 12 Plan 02 complete: Preview button, previewToken gating, scroll lock portal modal, text fill coords fix; human approved full flow; Phase 12.1 gap noted for text fill UX redesign.
## Accumulated Context
### Roadmap Evolution
- Phase 11.1 inserted after Phase 11: Agent and Client Initials (URGENT)
Progress: [████████████░] 92% (12/13 phases complete)
Progress: [█████████████] 100% (13/13 phases complete)
## Performance Metrics
@@ -59,6 +59,7 @@ Progress: [████████████░] 92% (12/13 phases complete)
| Phase 11.1-agent-and-client-initials P01 | 2 | 2 tasks | 6 files |
| Phase 11.1-agent-and-client-initials P02 | 4 | 2 tasks | 2 files |
| Phase 12-filled-document-preview P01 | 5 | 2 tasks | 2 files |
| Phase 12-filled-document-preview P02 | 25 | 3 tasks (2 auto + 1 human-verify) | 8 files |
## Accumulated Context
@@ -105,6 +106,9 @@ Recent decisions affecting v1.1 work:
- [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
- [Phase 12-02]: PreviewModal uses ReactDOM.createPortal to document.body — escapes sticky sidebar stacking context; z-index 9999 with body scroll lock via useEffect
- [Phase 12-02]: Text fill values drawn at placed field box coordinates (field.x+4, field.y+4) — sorted by page/y asc; font 6-11pt; fieldConsumedKeys prevents Strategy B double-render
- [Phase 12-02]: Text fill UX redesign (per-field click-to-edit, quick-fill suggestions) deferred to Phase 12.1 — known gap, not a correctness blocker; PREV-01 complete
### Pending Todos
@@ -112,11 +116,11 @@ None yet.
### Blockers/Concerns
- [Phase 12]: Deployment target (Vercel serverless vs. self-hosted container) must be confirmed before implementing preview route — write-to-disk preview pattern silently fails on Vercel serverless (ephemeral filesystem)
- [Phase 12 - CARRY FORWARD]: Deployment target (Vercel serverless vs. self-hosted container) must be confirmed before production deploy — write-to-disk preview pattern silently fails on Vercel serverless (ephemeral filesystem)
- [Phase 13]: AI coordinate accuracy on real Utah forms is untested — integration test with full 20-page Utah REPC required before Phase 13 ships
## Session Continuity
Last session: 2026-03-21
Stopped at: Completed 12-filled-document-preview/12-01-PLAN.md (Phase 12 Plan 01 complete — ready for Plan 02)
Stopped at: Completed 12-filled-document-preview/12-02-PLAN.md (Phase 12 Plan 02 complete — PREV-01 verified; all 13 phases complete; Phase 12.1 gap noted)
Resume file: None