red/.planning/phases/12-filled-document-preview/12-VERIFICATION.md

phase, verified, status, score, re_verification, human_verification

phase	verified	status	score	re_verification	human_verification
12-filled-document-preview	2026-03-21T22:00:00Z	human_needed	4/4 must-haves verified	false	test expected why_human Preview-gate-Send flow end-to-end Preview button opens a modal showing the fully-prepared PDF with embedded content; Send button is disabled before preview; Send re-enables after preview; text/field changes re-disable Send; no _preview_*.pdf lingers in uploads/ after preview Visual/runtime behavior — modal rendering, PDF content accuracy, button state transitions, and file cleanup cannot be confirmed by static code analysis alone. The SUMMARY records human approval was obtained during Plan 02 execution, but this verification independently flags for confirmation.

Phase 12: Filled Document Preview Verification Report

Phase Goal: Agent sees a live filled preview of the fully-prepared document — with all text, signatures, and field stamps embedded — before the Send button becomes available Verified: 2026-03-21T22:00:00Z Status: human_needed (all automated checks pass; one human confirmation item noted) Re-verification: No — initial verification

Goal Achievement

Observable Truths (from ROADMAP Success Criteria)

#	Truth	Status	Evidence
1	A "Preview" button is available on the document prepare page and opens a modal showing the fully-prepared PDF rendered with all embedded content	VERIFIED	PreparePanel.tsx line 196: <button onClick={handlePreview} ...> renders before Send; handlePreview calls /api/documents/${docId}/preview, stores ArrayBuffer in previewBytes, and sets showPreview=true; PreviewModal renders at line 219–221 with file={pdfBytes} passed to react-pdf <Document>
2	The Send button is disabled until the agent has generated at least one preview of the current field state	VERIFIED	PreparePanel.tsx line 206: disabled={loading || previewToken === null || parseEmails(recipients).length === 0} — previewToken starts as null (lifted to DocumentPageClient.tsx line 25: useState<string | null>(null)); only set to a non-null value at line 109 after a successful preview fetch
3	If the agent changes any fields after previewing, the Send button is re-disabled until a fresh preview is generated (staleness detection)	VERIFIED	Two reset paths confirmed: (a) text fill change: handleTextFillChange in PreparePanel.tsx line 94 calls onPreviewTokenChange(null); (b) field mutation: FieldPlacer.tsx calls onFieldsChanged?.() after all 4 persistFields invocations (lines 298, 482, 549, 660); DocumentPageClient.tsx handleFieldsChanged (line 27–29) calls setPreviewToken(null), threading back through PdfViewerWrapper → PdfViewer → FieldPlacer
4	The preview PDF uses a versioned path and does not overwrite the final prepared PDF (legal integrity of prepared document is preserved)	VERIFIED	preview/route.ts line 28: doc.filePath.replace(/\.pdf$/, \preview${Date.now()}.pdf`)— versioned timestamp suffix;try/finallyat lines 65–72 callsunlink(previewPath).catch(() => {})ensuring temp file is deleted; route never writes to_prepared.pdf` and makes no DB status updates

Score: 4/4 truths verified

Required Artifacts

Artifact	Expected	Status	Details
src/app/api/documents/[id]/preview/route.ts	POST route — generates preview PDF and returns bytes	VERIFIED	73 lines; exports POST; auth-guarded; versioned temp path; mirrors 422 guards; preparePdf called in try; readFile returns bytes; unlink in finally
src/app/portal/(protected)/documents/[docId]/_components/PreviewModal.tsx	Modal component rendering PDF from ArrayBuffer	VERIFIED	92 lines; 'use client'; accepts { pdfBytes: ArrayBuffer; onClose: () => void }; configures pdfjs.GlobalWorkerOptions.workerSrc independently; createPortal to document.body; scroll-lock useEffect; <Document file={pdfBytes}> with Prev/Next/Close navigation
src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx	Preview button, previewToken state, Send button gating, PreviewModal render	VERIFIED	previewToken and onPreviewTokenChange as props from DocumentPageClient; handlePreview fetch function; Preview button; Send button gated on previewToken === null; handleTextFillChange wrapper resets token; PreviewModal rendered conditionally
src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx	onFieldsChanged callback prop fired after every persistFields call	VERIFIED	onFieldsChanged?: () => void in FieldPlacerProps (line 158); called at lines 298 (drag-drop new field), 482 (move pointerup), 549 (resize pointerup), 660 (delete button) — all 4 mutation sites covered
src/app/portal/(protected)/documents/[docId]/_components/DocumentPageClient.tsx	Client state bridge holding previewToken, forwarding handleFieldsChanged	VERIFIED	Created; holds previewToken state; handleFieldsChanged resets it to null; passes onFieldsChanged={handleFieldsChanged} to PdfViewerWrapper and previewToken/onPreviewTokenChange to PreparePanel

Key Link Verification

From	To	Via	Status	Details
preview/route.ts	prepare-document.ts	import preparePdf / preparePdf(srcPath, previewPath, ...)	WIRED	Line 6 import; line 66 call with all required params
PreviewModal.tsx	react-pdf Document	file={pdfBytes} ArrayBuffer prop	WIRED	Line 81–84: <Document file={pdfBytes} onLoadSuccess={...}>
PreparePanel.tsx	PreviewModal.tsx	import { PreviewModal } + conditional render	WIRED	Line 5 import; lines 219–221 conditional render on showPreview && previewBytes
PreparePanel.tsx	/api/documents/[id]/preview	fetch POST in handlePreview	WIRED	Lines 101–105: fetch(\/api/documents/${docId}/preview`, { method: 'POST', ... })withtextFillData` in body
FieldPlacer.tsx	PreparePanel.tsx (via DocumentPageClient)	onFieldsChanged?.() → handleFieldsChanged → setPreviewToken(null)	WIRED	Full chain: FieldPlacer.onFieldsChanged → PdfViewer.onFieldsChanged (line 72) → PdfViewerWrapper.onFieldsChanged (line 7) → DocumentPageClient.handleFieldsChanged (line 34) → setPreviewToken(null)
page.tsx	DocumentPageClient.tsx	replaces old PreparePanel+PdfViewerWrapper siblings	WIRED	page.tsx line 7 imports DocumentPageClient; line 55–63 renders it with all required props

Requirements Coverage

Requirement	Source Plan	Description	Status	Evidence
PREV-01	12-01-PLAN.md, 12-02-PLAN.md	Agent sees a live filled preview of the fully-prepared document (text filled, signatures embedded) before sending to client	SATISFIED	All 4 ROADMAP success criteria verified above; preview API route generates a real preparePdf output (not a stub); modal renders it with react-pdf; Send button is gated on token; token resets on any field or text fill change

Orphaned requirements: None — REQUIREMENTS.md maps PREV-01 exclusively to Phase 12 and both plans claim it.

Anti-Patterns Found

File	Line	Pattern	Severity	Impact
PreparePanel.tsx	180	placeholder="email@example.com"	Info	HTML textarea attribute — not a code stub; no impact

No blockers, no stubs, no TODO/FIXME/return null patterns found across all phase 12 files.

TypeScript Compilation

cd /Users/ccopeland/temp/red/teressa-copeland-homes && npx tsc --noEmit

Result: Zero TypeScript errors project-wide.

Human Verification Required

1. Preview-gate-Send flow end-to-end

Test: Open a Draft document in the portal that has at least one field placed. Verify:

1. "Prepare and Send" button is disabled/grayed out before Preview is clicked
2. Click "Preview" — loading state appears briefly
3. PreviewModal opens showing the PDF with embedded content (text fills at field positions, agent signature/initials if placed, placeholder outlines for client fields)
4. Prev/Next navigation works across pages
5. Close modal — "Prepare and Send" button is now enabled
6. Change a text fill value — "Prepare and Send" goes back to disabled
7. Click Preview again — modal shows updated content
8. Drag/move/delete a placed field — "Prepare and Send" goes back to disabled
9. Click Preview again — button re-enables
10. Click "Prepare and Send" — signing email is sent normally
11. After preview completes, no _preview_*.pdf files remain in uploads/

Expected: All 11 steps pass

Why human: Modal rendering, PDF content accuracy, button state visual feedback, and file cleanup behavior cannot be confirmed by static code analysis. The SUMMARY records that Task 3 human verification was obtained and "approved" during Plan 02 execution on 2026-03-21, which is the primary record of human sign-off.

Gaps Summary

No gaps. All four ROADMAP success criteria are fully implemented and wired:

1. The preview API route exists, is auth-guarded, generates a real preparePdf output (not a stub), and cleans up the temp file in try/finally.
2. The PreviewModal is substantive — it has scroll lock, portal rendering, independent pdfjs worker config, and actual react-pdf Document/Page rendering from ArrayBuffer.
3. PreparePanel has the Preview button, the gated Send button (previewToken === null), and resets the token on text fill changes.
4. The full staleness detection chain is wired: field mutations in FieldPlacer call onFieldsChanged?.(), which threads through PdfViewer → PdfViewerWrapper → DocumentPageClient → setPreviewToken(null).

The one acknowledged gap (text fill UX redesign — per-field click-to-edit and quick-fill suggestions) is deferred to Phase 12.1 per plan decision. Current implementation draws fill values at placed field coordinates, which satisfies PREV-01. This gap is not a blocker for phase completion.

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Verified: 2026-03-21T22:00:00Z Verifier: Claude (gsd-verifier)