red/.planning/phases/12-filled-document-preview/12-01-SUMMARY.md

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	01	api, ui	react-pdf pdfjs-dist next.js pdf-preview route-handler	phase provides 11-agent-saved-signature preparePdf function with agentSignatureData and agentInitialsData params phase provides 11.1-agent-and-client-initials agentInitialsData column on users table and 422 guard pattern	POST /api/documents/[id]/preview route — generates temp versioned PDF and returns bytes PreviewModal component — renders ArrayBuffer PDF in react-pdf modal with pagination	12-02-PLAN.md PreparePanel wiring Send button gating	added patterns try/finally for temp file cleanup (preparePdf writes, readFile reads, unlink in finally) Versioned preview path (_preview_{timestamp}.pdf) prevents _prepared.pdf overwrite Independent pdfjs worker configuration per module (not shared with PdfViewer) ArrayBuffer passed directly to react-pdf Document file prop (stable useState reference)	created modified teressa-copeland-homes/src/app/api/documents/[id]/preview/route.ts teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreviewModal.tsx	Preview route uses _preview_{timestamp}.pdf versioned path — never overwrites _prepared.pdf try/finally ensures temp preview file deleted even if readFile throws PreviewModal configures pdfjs.GlobalWorkerOptions.workerSrc independently — not inherited from PdfViewer module ArrayBuffer passed directly as file prop to react-pdf Document — no Uint8Array wrapping	Preview-only routes: no DB writes (no status/preparedFilePath updates), only bytes returned 422 guards mirrored from prepare route for agent-signature-missing and agent-initials-missing	PREV-01	5min	2026-03-21

Phase 12 Plan 01: Filled Document Preview Summary

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

Performance

• Duration: ~5 min
• Started: 2026-03-21T21:29:16Z
• Completed: 2026-03-21T21:34:00Z
• Tasks: 2
• Files modified: 2 created

Accomplishments

• Created auth-guarded preview API route that generates a versioned temp PDF, returns bytes, and cleans up in try/finally
• Mirrors all 422 guards from prepare route (agent-signature-missing, agent-initials-missing)
• Created PreviewModal client component with independent pdfjs worker config, ArrayBuffer file prop, and prev/next navigation

Task Commits

Each task was committed atomically:

1. Task 1: POST /api/documents/[id]/preview route - 99205bc (feat)
2. Task 2: PreviewModal component - f458939 (feat)

Files Created/Modified

• 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
• 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

Decisions Made

• Versioned preview path (_preview_{timestamp}.pdf) chosen over fixed name to prevent concurrent request collisions and avoid overwriting _prepared.pdf
• try/finally placement ensures unlink fires even on readFile failure
• PreviewModal declares its own pdfjs.GlobalWorkerOptions.workerSrc — not relying on PdfViewer module's side effect since module evaluation order is not guaranteed

Deviations from Plan

None - plan executed exactly as written.

Issues Encountered

None

User Setup Required

None - no external service configuration required.

Next Phase Readiness

• Both artifacts complete; Plan 02 can wire PreviewModal into PreparePanel and gate the Send button behind successful preview
• 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

---

Phase: 12-filled-document-preview Completed: 2026-03-21

Self-Check: PASSED

• FOUND: teressa-copeland-homes/src/app/api/documents/[id]/preview/route.ts
• FOUND: teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/PreviewModal.tsx
• FOUND: .planning/phases/12-filled-document-preview/12-01-SUMMARY.md
• FOUND commit: 99205bc (Task 1)
• FOUND commit: f458939 (Task 2)