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docs(12-01): complete filled-document-preview plan 01

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- SUMMARY.md with task commits, decisions, self-check
- STATE.md updated: position advanced to phase 12 plan 1/2 complete
- ROADMAP.md updated: phase 12 in progress (1/2 plans complete)
- PREV-01 marked complete in REQUIREMENTS.md
This commit is contained in:
Chandler Copeland
2026-03-21 15:31:42 -06:00
parent f4589391ff
commit aba622a765
3 changed files with 121 additions and 10 deletions
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22
.planning/STATE.md
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@@ -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