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red/.planning/phases/12-filled-document-preview/12-02-SUMMARY.md
Chandler Copeland 513bbe96d8 docs(12-02): complete filled-document-preview plan 02 — PREV-01 human-verified 
- Update 12-02-SUMMARY.md: add bug fix commits (43f396b scroll lock+portal, bce2a98 text fill coords), human approval, known gap (Phase 12.1 text fill UX redesign deferred)
- STATE.md: Phase 12 COMPLETE, progress 100% (13/13), add decisions for portal modal, text fill coords, Phase 12.1 gap; update session Stopped At
- ROADMAP.md: Phase 12 marked Complete (2/2 summaries)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-21 15:58:01 -06:00

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phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, requirements-completed, duration, completed
phase plan subsystem tags requires provides affects tech-stack key-files key-decisions patterns-established requirements-completed duration completed
12-filled-document-preview 02 ui
react
next.js
preview-gate
pdf-preview
field-placer
text-fill
phase plan provides
12-filled-document-preview 01 POST /api/documents/[id]/preview route and PreviewModal component
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
PreparePanel.tsx
FieldPlacer.tsx
PdfViewer.tsx
PdfViewerWrapper.tsx
page.tsx
PreviewModal.tsx
prepare-document.ts
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
created modified
teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx
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
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
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
PREV-01
~25min (including bug fixes and human verification) 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
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