Files
red/.planning/phases/12-filled-document-preview/12-02-SUMMARY.md
Chandler Copeland 422c9a89aa docs(12-02): checkpoint after tasks 1+2 — PreparePanel preview wiring complete
- SUMMARY.md created documenting Tasks 1+2 completion
- STATE.md updated: position at checkpoint:human-verify Task 3
- Decisions recorded: previewToken lifted to DocumentPageClient, wiring pattern
2026-03-21 15:38:18 -06:00

7.9 KiB

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
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
PreparePanel.tsx
FieldPlacer.tsx
PdfViewer.tsx
PdfViewerWrapper.tsx
page.tsx
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
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
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
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
~4min 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)