diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index e52c5ee..e23c062 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -297,5 +297,5 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 → | 10. Expanded Field Types End-to-End | v1.1 | 3/3 | Complete | 2026-03-21 | | 11. Agent Saved Signature and Signing Workflow | 3/3 | Complete | 2026-03-21 | - | | 11.1. Agent and Client Initials (INSERTED) | 3/3 | Complete | 2026-03-21 | - | -| 12. Filled Document Preview | v1.1 | 0/2 | Not started | - | +| 12. Filled Document Preview | 1/2 | In Progress| | - | | 13. AI Field Placement and Pre-fill | v1.1 | 0/4 | Not started | - | diff --git a/.planning/STATE.md b/.planning/STATE.md index b034013..06e787f 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: "2026-03-21T21:14:42.437Z" +last_updated: "2026-03-21T21:31:13.169Z" progress: - total_phases: 12 + total_phases: 13 completed_phases: 12 - total_plans: 40 - completed_plans: 40 + total_plans: 42 + completed_plans: 41 --- # Project State @@ -22,10 +22,10 @@ See: .planning/PROJECT.md (updated 2026-03-21) ## Current Position -Phase: 11.1 of 13 (Agent and Client Initials) — COMPLETE -Plan: 3 of 3 in phase 11.1 complete -Status: Phase 11.1 complete — all four INIT requirements (INIT-01 through INIT-04) verified by human E2E testing; agent initials draw/save/place/prepare/PDF-embed round-trip confirmed; client-initials flow unaffected; next: Phase 12 (deployment) -Last activity: 2026-03-21 — Phase 11.1 Plan 03 complete: human E2E verification approved for all 5 verification steps; INIT-01 through INIT-04 confirmed working. +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. ## Accumulated Context @@ -58,6 +58,7 @@ Progress: [████████████░] 92% (12/13 phases complete) | Phase 11-agent-saved-signature P03 | <1 | 1 task | 0 files | | 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 | ## Accumulated Context @@ -99,6 +100,9 @@ Recent decisions affecting v1.1 work: - [Phase 11.1-02]: Single DB query fetches both agentSignatureData and agentInitialsData via columns selector — one round-trip - [Phase 11.1-03]: No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; Plan 03 is pure human E2E verification - [Phase 11.1-03]: All four INIT requirements (INIT-01 through INIT-04) verified by human in a single 5-step live test +- [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 ### Pending Todos @@ -112,5 +116,5 @@ None yet. ## Session Continuity Last session: 2026-03-21 -Stopped at: Completed 11.1-agent-and-client-initials/11.1-03-PLAN.md (Phase 11.1 COMPLETE) +Stopped at: Completed 12-filled-document-preview/12-01-PLAN.md (Phase 12 Plan 01 complete — ready for Plan 02) Resume file: None diff --git a/.planning/phases/12-filled-document-preview/12-01-SUMMARY.md b/.planning/phases/12-filled-document-preview/12-01-SUMMARY.md new file mode 100644 index 0000000..0ccf0c6 --- /dev/null +++ b/.planning/phases/12-filled-document-preview/12-01-SUMMARY.md @@ -0,0 +1,107 @@ +--- +phase: 12-filled-document-preview +plan: 01 +subsystem: api, ui +tags: [react-pdf, pdfjs-dist, next.js, pdf-preview, route-handler] + +# Dependency graph +requires: + - phase: 11-agent-saved-signature + provides: preparePdf function with agentSignatureData and agentInitialsData params + - phase: 11.1-agent-and-client-initials + provides: agentInitialsData column on users table and 422 guard pattern +provides: + - POST /api/documents/[id]/preview route — generates temp versioned PDF and returns bytes + - PreviewModal component — renders ArrayBuffer PDF in react-pdf modal with pagination +affects: [12-02-PLAN.md, PreparePanel wiring, Send button gating] + +# Tech tracking +tech-stack: + added: [] + patterns: + - try/finally for temp file cleanup (preparePdf writes, readFile reads, unlink in finally) + - Versioned preview path (_preview_{timestamp}.pdf) prevents _prepared.pdf overwrite + - Independent pdfjs worker configuration per module (not shared with PdfViewer) + - ArrayBuffer passed directly to react-pdf Document file prop (stable useState reference) + +key-files: + created: + - teressa-copeland-homes/src/app/api/documents/[id]/preview/route.ts + - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreviewModal.tsx + modified: [] + +key-decisions: + - "Preview route uses _preview_{timestamp}.pdf versioned path — never overwrites _prepared.pdf" + - "try/finally ensures temp preview file deleted even if readFile throws" + - "PreviewModal configures pdfjs.GlobalWorkerOptions.workerSrc independently — not inherited from PdfViewer module" + - "ArrayBuffer passed directly as file prop to react-pdf Document — no Uint8Array wrapping" + +patterns-established: + - "Preview-only routes: no DB writes (no status/preparedFilePath updates), only bytes returned" + - "422 guards mirrored from prepare route for agent-signature-missing and agent-initials-missing" + +requirements-completed: [PREV-01] + +# Metrics +duration: 5min +completed: 2026-03-21 +--- + +# Phase 12 Plan 01: Filled Document Preview Summary + +**POST /api/documents/[id]/preview route returning temp PDF bytes, plus PreviewModal react-pdf component with prev/next pagination — both independent of existing prepare route and PdfViewer** + +## Performance + +- **Duration:** ~5 min +- **Started:** 2026-03-21T21:29:16Z +- **Completed:** 2026-03-21T21:34:00Z +- **Tasks:** 2 +- **Files modified:** 2 created + +## Accomplishments +- Created auth-guarded preview API route that generates a versioned temp PDF, returns bytes, and cleans up in try/finally +- Mirrors all 422 guards from prepare route (agent-signature-missing, agent-initials-missing) +- Created PreviewModal client component with independent pdfjs worker config, ArrayBuffer file prop, and prev/next navigation + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: POST /api/documents/[id]/preview route** - `99205bc` (feat) +2. **Task 2: PreviewModal component** - `f458939` (feat) + +## Files Created/Modified +- `teressa-copeland-homes/src/app/api/documents/[id]/preview/route.ts` - Next.js 15 route handler: auth guard, versioned temp path, 422 guards, preparePdf + readFile in try/finally, fire-and-forget unlink +- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreviewModal.tsx` - Client component: accepts ArrayBuffer + onClose, configures pdfjs worker, renders Document/Page with Prev/Next/Close controls + +## Decisions Made +- Versioned preview path (`_preview_{timestamp}.pdf`) chosen over fixed name to prevent concurrent request collisions and avoid overwriting `_prepared.pdf` +- try/finally placement ensures unlink fires even on readFile failure +- PreviewModal declares its own `pdfjs.GlobalWorkerOptions.workerSrc` — not relying on PdfViewer module's side effect since module evaluation order is not guaranteed + +## Deviations from Plan + +None - plan executed exactly as written. + +## Issues Encountered +None + +## User Setup Required +None - no external service configuration required. + +## Next Phase Readiness +- Both artifacts complete; Plan 02 can wire PreviewModal into PreparePanel and gate the Send button behind successful preview +- STATE.md blocker note about Vercel serverless filesystem still applies — write-to-disk preview pattern requires confirmation of deployment target before Plan 02 ships to production + +--- +*Phase: 12-filled-document-preview* +*Completed: 2026-03-21* + +## Self-Check: PASSED + +- FOUND: teressa-copeland-homes/src/app/api/documents/[id]/preview/route.ts +- FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreviewModal.tsx +- FOUND: .planning/phases/12-filled-document-preview/12-01-SUMMARY.md +- FOUND commit: 99205bc (Task 1) +- FOUND commit: f458939 (Task 2)