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
This commit is contained in:
Chandler Copeland
@@ -297,5 +297,5 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
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| 10. Expanded Field Types End-to-End | v1.1 | 3/3 | Complete | 2026-03-21 |
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| 11. Agent Saved Signature and Signing Workflow | 3/3 | Complete | 2026-03-21 | - |
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| 11.1. Agent and Client Initials (INSERTED) | 3/3 | Complete | 2026-03-21 | - |
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| 12. Filled Document Preview | v1.1 | 0/2 | Not started | - |
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| 12. Filled Document Preview | 1/2 | In Progress| | - |
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| 13. AI Field Placement and Pre-fill | v1.1 | 0/4 | Not started | - |
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@@ -3,12 +3,12 @@ gsd_state_version: 1.0
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milestone: v1.1
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milestone_name: Smart Document Preparation
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status: unknown
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last_updated: "2026-03-21T21:14:42.437Z"
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last_updated: "2026-03-21T21:31:13.169Z"
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progress:
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total_phases: 12
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total_phases: 13
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completed_phases: 12
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total_plans: 40
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completed_plans: 40
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total_plans: 42
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completed_plans: 41
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---
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# Project State
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@@ -22,10 +22,10 @@ See: .planning/PROJECT.md (updated 2026-03-21)
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## Current Position
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Phase: 11.1 of 13 (Agent and Client Initials) — COMPLETE
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Plan: 3 of 3 in phase 11.1 complete
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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)
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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.
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Phase: 12 of 13 (Filled Document Preview) — IN PROGRESS
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Plan: 1 of 2 in phase 12 complete
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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
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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.
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## Accumulated Context
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@@ -58,6 +58,7 @@ Progress: [████████████░] 92% (12/13 phases complete)
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| Phase 11-agent-saved-signature P03 | <1 | 1 task | 0 files |
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| Phase 11.1-agent-and-client-initials P01 | 2 | 2 tasks | 6 files |
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| Phase 11.1-agent-and-client-initials P02 | 4 | 2 tasks | 2 files |
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| Phase 12-filled-document-preview P01 | 5 | 2 tasks | 2 files |
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## Accumulated Context
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@@ -99,6 +100,9 @@ Recent decisions affecting v1.1 work:
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- [Phase 11.1-02]: Single DB query fetches both agentSignatureData and agentInitialsData via columns selector — one round-trip
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- [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
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- [Phase 11.1-03]: All four INIT requirements (INIT-01 through INIT-04) verified by human in a single 5-step live test
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- [Phase 12-filled-document-preview]: Preview route uses _preview_{timestamp}.pdf versioned path — never overwrites _prepared.pdf
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- [Phase 12-filled-document-preview]: try/finally ensures temp preview file deleted even if readFile throws
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- [Phase 12-filled-document-preview]: PreviewModal configures pdfjs.GlobalWorkerOptions.workerSrc independently — not inherited from PdfViewer module
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### Pending Todos
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@@ -112,5 +116,5 @@ None yet.
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## Session Continuity
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Last session: 2026-03-21
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Stopped at: Completed 11.1-agent-and-client-initials/11.1-03-PLAN.md (Phase 11.1 COMPLETE)
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Stopped at: Completed 12-filled-document-preview/12-01-PLAN.md (Phase 12 Plan 01 complete — ready for Plan 02)
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Resume file: None
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107
.planning/phases/12-filled-document-preview/12-01-SUMMARY.md
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107
.planning/phases/12-filled-document-preview/12-01-SUMMARY.md
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---
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phase: 12-filled-document-preview
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plan: 01
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subsystem: api, ui
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tags: [react-pdf, pdfjs-dist, next.js, pdf-preview, route-handler]
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# Dependency graph
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requires:
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- phase: 11-agent-saved-signature
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provides: preparePdf function with agentSignatureData and agentInitialsData params
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- phase: 11.1-agent-and-client-initials
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provides: agentInitialsData column on users table and 422 guard pattern
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provides:
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- POST /api/documents/[id]/preview route — generates temp versioned PDF and returns bytes
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- PreviewModal component — renders ArrayBuffer PDF in react-pdf modal with pagination
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affects: [12-02-PLAN.md, PreparePanel wiring, Send button gating]
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- try/finally for temp file cleanup (preparePdf writes, readFile reads, unlink in finally)
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- Versioned preview path (_preview_{timestamp}.pdf) prevents _prepared.pdf overwrite
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- Independent pdfjs worker configuration per module (not shared with PdfViewer)
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- ArrayBuffer passed directly to react-pdf Document file prop (stable useState reference)
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key-files:
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created:
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- teressa-copeland-homes/src/app/api/documents/[id]/preview/route.ts
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- teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreviewModal.tsx
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modified: []
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key-decisions:
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- "Preview route uses _preview_{timestamp}.pdf versioned path — never overwrites _prepared.pdf"
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- "try/finally ensures temp preview file deleted even if readFile throws"
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- "PreviewModal configures pdfjs.GlobalWorkerOptions.workerSrc independently — not inherited from PdfViewer module"
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- "ArrayBuffer passed directly as file prop to react-pdf Document — no Uint8Array wrapping"
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patterns-established:
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- "Preview-only routes: no DB writes (no status/preparedFilePath updates), only bytes returned"
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- "422 guards mirrored from prepare route for agent-signature-missing and agent-initials-missing"
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requirements-completed: [PREV-01]
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# Metrics
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duration: 5min
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completed: 2026-03-21
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---
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# Phase 12 Plan 01: Filled Document Preview Summary
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**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**
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## Performance
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- **Duration:** ~5 min
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- **Started:** 2026-03-21T21:29:16Z
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- **Completed:** 2026-03-21T21:34:00Z
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- **Tasks:** 2
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- **Files modified:** 2 created
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## Accomplishments
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- Created auth-guarded preview API route that generates a versioned temp PDF, returns bytes, and cleans up in try/finally
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- Mirrors all 422 guards from prepare route (agent-signature-missing, agent-initials-missing)
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- Created PreviewModal client component with independent pdfjs worker config, ArrayBuffer file prop, and prev/next navigation
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: POST /api/documents/[id]/preview route** - `99205bc` (feat)
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2. **Task 2: PreviewModal component** - `f458939` (feat)
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## Files Created/Modified
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- `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
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- `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
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## Decisions Made
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- Versioned preview path (`_preview_{timestamp}.pdf`) chosen over fixed name to prevent concurrent request collisions and avoid overwriting `_prepared.pdf`
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- try/finally placement ensures unlink fires even on readFile failure
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- PreviewModal declares its own `pdfjs.GlobalWorkerOptions.workerSrc` — not relying on PdfViewer module's side effect since module evaluation order is not guaranteed
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## Deviations from Plan
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None - plan executed exactly as written.
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## Issues Encountered
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None
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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- Both artifacts complete; Plan 02 can wire PreviewModal into PreparePanel and gate the Send button behind successful preview
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- 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
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---
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*Phase: 12-filled-document-preview*
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*Completed: 2026-03-21*
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## Self-Check: PASSED
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- FOUND: teressa-copeland-homes/src/app/api/documents/[id]/preview/route.ts
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- FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreviewModal.tsx
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- FOUND: .planning/phases/12-filled-document-preview/12-01-SUMMARY.md
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- FOUND commit: 99205bc (Task 1)
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- FOUND commit: f458939 (Task 2)
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