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

- 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

.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 | - |

.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
+  total_plans: 42
-  completed_plans: 40
+  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
+Phase: 12 of 13 (Filled Document Preview) — IN PROGRESS
-Plan: 3 of 3 in phase 11.1 complete
+Plan: 1 of 2 in phase 12 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)
+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 11.1 Plan 03 complete: human E2E verification approved for all 5 verification steps; INIT-01 through INIT-04 confirmed working.
+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

.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)