--- phase: 12-filled-document-preview plan: 02 subsystem: ui tags: [react, next.js, preview-gate, pdf-preview, field-placer, text-fill] # 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 - Body scroll lock and portal-based z-index fix in PreviewModal - Text fill values drawn at placed text field box coordinates in preview PDF affects: [PreparePanel.tsx, FieldPlacer.tsx, PdfViewer.tsx, PdfViewerWrapper.tsx, page.tsx, PreviewModal.tsx, prepare-document.ts] # 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 - ReactDOM.createPortal to document.body for modal z-index escape from sticky sidebar stacking context - useEffect scroll lock: capture original overflow on mount, restore on unmount - Text fill coordinates: sort placed text fields by page asc / y desc; draw at field.x+4, field.y+4; font capped 6-11pt 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 - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreviewModal.tsx - teressa-copeland-homes/src/lib/pdf/prepare-document.ts 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" - "PreviewModal uses ReactDOM.createPortal to document.body to escape sticky sidebar stacking context; z-index 9999" - "Text fill values drawn at placed field box coordinates (field.x+4, field.y+4) not just top-of-page — makes fills visible at expected positions" - "Text fill UX redesign (per-field click-to-edit, quick-fill suggestions) deferred to Phase 12.1 as known gap" 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" - "Portal modal pattern: always render full-screen modals via createPortal to avoid stacking context issues with sticky sidebars" requirements-completed: [PREV-01] # Metrics duration: ~25min (including bug fixes and human verification) completed: 2026-03-21 --- # Phase 12 Plan 02: UI Wiring — Preview Gate and Send Button Summary **PreparePanel Preview button gating Send on previewToken, DocumentPageClient bridging state to FieldPlacer, scroll-lock portal modal, and text fill values drawn at placed field coordinates — human-verified and approved** ## Performance - **Duration:** ~25 min (tasks 1+2 ~4 min, bug fixes ~10 min, human verification) - **Started:** 2026-03-21T21:33:00Z - **Completed:** 2026-03-21T21:55:00Z - **Tasks:** 2 auto tasks + 1 human-verify checkpoint (approved) - **Files modified:** 6 modified, 1 created ## Accomplishments - PreparePanel now has Preview button, previewToken state (lifted to DocumentPageClient), handlePreview fetch, and Send button gated on token — Send is disabled until at least one preview has been generated - TextFillForm onChange wrapped to call onPreviewTokenChange(null) on every text fill change, re-disabling Send - 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 - PreviewModal fixed: body scroll lock via useEffect and portal-based rendering via createPortal to escape sticky sidebar z-index - Text fill values now drawn at placed field box coordinates in the preview PDF (not only at top of page 1) - Human verified and approved full Preview-gate-Send flow end-to-end ## 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) 3. **Bug fix: body scroll lock and z-index portal fix** - `43f396b` (fix) 4. **Bug fix: text fill values drawn at field box coordinates** - `bce2a98` (fix) ## 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 (drag, drop, resize, delete) - `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 - `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreviewModal.tsx` (modified) — Added useEffect scroll lock, ReactDOM.createPortal to document.body, z-index 9999 - `teressa-copeland-homes/src/lib/pdf/prepare-document.ts` (modified) — Text fill values drawn at placed field box coordinates; sorted by page/y; font size 6-11pt; fieldConsumedKeys tracks which entries were rendered at field positions vs. Strategy B top-of-page fallback ## 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 - PreviewModal uses createPortal to escape sticky sidebar stacking context — this is the correct fix for z-index issues caused by CSS stacking contexts, not just raising z-index values - Text fill UX redesign (per-field click-to-edit, quick-fill suggestions panel) identified as a UX gap during human verification — deferred to Phase 12.1 rather than blocking Phase 12 sign-off ## Deviations from Plan ### Auto-fixed Issues **1. [Rule 3 - Blocking] 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 **2. [Rule 1 - Bug] PreviewModal scroll lock and z-index/portal fix** - **Found during:** Human verification (Task 3) - **Issue:** Background page was scrollable while modal was open; modal appeared behind sticky sidebar overlay boxes due to CSS stacking context - **Fix:** Added useEffect that locks document.body.overflow on mount and restores on unmount; changed modal render to ReactDOM.createPortal targeting document.body with z-index 9999 - **Files modified:** PreviewModal.tsx - **Commit:** 43f396b **3. [Rule 1 - Bug] Text fill values drawn at placed field box coordinates** - **Found during:** Human verification (Task 3) - **Issue:** Text type fields previously drew nothing at their placed box positions; textFillData values were only stamped at top of page 1 via Strategy B, making fills invisible at the expected placed locations in preview - **Fix:** Sorted placed text fields by page asc / y desc (reading order); assigned textFillData entries sequentially to field box positions; drew text at field.x+4, field.y+4 with font size capped 6-11pt; fieldConsumedKeys set prevents double-rendering in Strategy B fallback - **Files modified:** prepare-document.ts - **Commit:** bce2a98 --- **Total deviations:** 3 auto-fixed (1 blocking wiring requirement, 2 bugs) **Impact on plan:** All auto-fixes necessary for correctness and user-visible functionality. No scope creep. ## Known Gap — Deferred to Phase 12.1 **Text fill UX redesign** was identified during human verification as a gap in user experience. The current flow presents text fill fields as a single generic form panel, making it difficult to understand which fill corresponds to which placed field on the document. **Deferred work:** - Per-field click-to-edit inline editing (click a placed text field box to focus its input) - Quick-fill suggestions panel (property address, client name auto-populate) - Visual linkage between TextFillForm rows and placed field boxes **Decision:** This is a UX improvement, not a correctness blocker. The Preview-gate-Send flow works end-to-end. Phase 12.1 will close this gap. ## Issues Encountered - PreviewModal background scroll and z-index issues emerged during human verification — both resolved via scroll lock + portal pattern before checkpoint approval ## User Setup Required None — no external service configuration required. ## Next Phase Readiness - PREV-01 requirement complete; Phase 12 is fully done - Phase 13 (AI-assisted field placement or next planned phase) can proceed - Phase 12.1 (text fill UX redesign) is a planned gap-closure phase - STATE.md blocker note about Vercel serverless filesystem still applies — write-to-disk preview pattern requires confirmation of deployment target before production deploy --- *Phase: 12-filled-document-preview* *Completed: 2026-03-21* ## 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 - FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreviewModal.tsx - FOUND: teressa-copeland-homes/src/lib/pdf/prepare-document.ts - FOUND commit: de195a3 (Task 1) - FOUND commit: 720d07f (Task 2) - FOUND commit: 43f396b (Bug fix: scroll lock + portal) - FOUND commit: bce2a98 (Bug fix: text fill at field coordinates) - TypeScript: zero errors (npx tsc --noEmit) - Human verification: APPROVED - PREV-01 requirement: COMPLETE