--- phase: 12-filled-document-preview plan: 02 subsystem: ui tags: [react, next.js, preview-gate, pdf-preview, field-placer] # Dependency graph requires: - phase: 12-filled-document-preview plan: 01 provides: POST /api/documents/[id]/preview route and PreviewModal component provides: - Preview button in PreparePanel calling POST /api/documents/[id]/preview - Send button gated on previewToken (disabled until at least one preview generated) - Text fill changes reset previewToken to null (re-disables Send) - Field changes (drag/drop/delete/resize) reset previewToken via onFieldsChanged callback - DocumentPageClient.tsx: shared state bridge between PreparePanel and FieldPlacer affects: [PreparePanel.tsx, FieldPlacer.tsx, PdfViewer.tsx, PdfViewerWrapper.tsx, page.tsx] # Tech tracking tech-stack: added: [] patterns: - Lifted previewToken state to DocumentPageClient to bridge sibling server-component children - onFieldsChanged callback prop pattern: FieldPlacer -> PdfViewer -> PdfViewerWrapper -> DocumentPageClient -> PreparePanel - useCallback for handleFieldsChanged in DocumentPageClient prevents unnecessary FieldPlacer re-renders key-files: created: - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx modified: - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewerWrapper.tsx - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx key-decisions: - "previewToken state lifted to DocumentPageClient — PreparePanel and FieldPlacer are siblings in a server component and cannot share state directly" - "DocumentPageClient created as minimal client wrapper holding previewToken state and handleFieldsChanged callback" - "PdfViewer and PdfViewerWrapper updated to forward onFieldsChanged prop down to FieldPlacer — no new abstractions introduced" - "previewToken passed as prop to PreparePanel with onPreviewTokenChange setter — PreparePanel calls onPreviewTokenChange(null) to reset on text fill changes" patterns-established: - "Client state bridge pattern: when siblings are rendered by a server component, create a DocumentPageClient to hold shared state" - "Callback forwarding chain: DocumentPageClient.handleFieldsChanged -> PdfViewerWrapper -> PdfViewer -> FieldPlacer.onFieldsChanged" requirements-completed: [] # Metrics duration: ~4min completed: 2026-03-21 --- # Phase 12 Plan 02: UI Wiring — Preview Gate and FieldPlacer Callback Summary **PreparePanel wired with Preview button, previewToken gating on Send button, and DocumentPageClient bridging previewToken reset to FieldPlacer's onFieldsChanged callback — zero TypeScript errors** ## Performance - **Duration:** ~4 min - **Started:** 2026-03-21T21:33:00Z - **Completed:** 2026-03-21 (checkpoint reached after 2 auto tasks) - **Tasks:** 2 auto tasks complete, 1 human-verify checkpoint pending - **Files modified:** 5 modified, 1 created ## Accomplishments - PreparePanel now has Preview button, previewToken state (lifted to DocumentPageClient), handlePreview fetch, and Send button gated on token - TextFillForm onChange wrapped to call onPreviewTokenChange(null) on every text fill change - PreviewModal renders conditionally when showPreview && previewBytes - FieldPlacer.tsx updated with onFieldsChanged?: () => void prop — called after every persistFields() (drag, resize, delete) - DocumentPageClient.tsx created as minimal state bridge holding previewToken and passing handleFieldsChanged to FieldPlacer chain - page.tsx updated to use DocumentPageClient replacing direct PreparePanel/PdfViewerWrapper ## Task Commits Each task was committed atomically: 1. **Task 1: PreparePanel preview state, button, gating, modal, DocumentPageClient wiring** - `de195a3` (feat) 2. **Task 2: FieldPlacer onFieldsChanged callback prop** - `720d07f` (feat) ## Files Created/Modified - `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx` (created) — Client wrapper holding previewToken state; passes reset callback to PdfViewerWrapper and PreviewToken/setter to PreparePanel - `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx` (modified) — Added previewToken/onPreviewTokenChange props, handlePreview function, Preview button, gated Send button, PreviewModal render, handleTextFillChange wrapper - `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx` (modified) — Added onFieldsChanged?: () => void to props; called after all 4 persistFields invocations - `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx` (modified) — Accepts and forwards onFieldsChanged prop to FieldPlacer - `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewerWrapper.tsx` (modified) — Accepts and forwards onFieldsChanged prop to PdfViewer - `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx` (modified) — Replaced PreparePanel+PdfViewerWrapper with DocumentPageClient ## Decisions Made - previewToken state lifted to DocumentPageClient because PreparePanel and PdfViewerWrapper (which hosts FieldPlacer) are siblings in a Next.js server component and cannot share React state directly - DocumentPageClient is the minimal client wrapper — it only holds previewToken state and the handleFieldsChanged callback; no additional business logic added - PdfViewer and PdfViewerWrapper updated to thread onFieldsChanged prop through — existing composition pattern preserved ## Deviations from Plan ### Auto-added Components **1. [Rule 3 - Wiring Requirement] Created DocumentPageClient.tsx wrapper** - **Found during:** Task 1 - **Issue:** PreparePanel and FieldPlacer are siblings in a server component; they cannot share React state or callbacks directly - **Fix:** Created minimal DocumentPageClient.tsx holding previewToken state and handleFieldsChanged callback; updated PdfViewer and PdfViewerWrapper to thread onFieldsChanged prop; updated page.tsx to use DocumentPageClient — exactly as the plan's "only if necessary" note specified - **Files modified:** DocumentPageClient.tsx (created), PdfViewer.tsx, PdfViewerWrapper.tsx, page.tsx - **Commit:** de195a3 Note: This is documented as a deviation but is actually the exact path the plan anticipated ("create a minimal `DocumentPageClient.tsx` wrapper component... but only if necessary"). The plan judged it necessary, and the server-component sibling architecture confirmed it. ## Issues Encountered None beyond the expected need for DocumentPageClient. ## User Setup Required None — dev server start only (for human verification). ## Next Phase Readiness - Human verification checkpoint (Task 3) pending — 12-step flow to be verified - After approval, PREV-01 requirement complete and Phase 12 is done --- *Phase: 12-filled-document-preview* *Completed: 2026-03-21 (checkpoint pending)* ## Self-Check: PASSED - FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx - FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx - FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx - FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewer.tsx - FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PdfViewerWrapper.tsx - FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/page.tsx - TypeScript: zero errors (npx tsc --noEmit)