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---
phase: 04-pdf-ingest
plan: 02
type: execute
wave: 2
depends_on:
- 04-01
files_modified:
- teressa-copeland-homes/src/app/api/forms-library/route.ts
- teressa-copeland-homes/src/app/api/documents/route.ts
- teressa-copeland-homes/src/app/api/documents/[id]/file/route.ts
autonomous: true
requirements:
- DOC-01
- DOC-02
must_haves:
truths:
- "GET /api/forms-library returns authenticated JSON list of form templates ordered by name"
- "POST /api/documents copies seed PDF to uploads/clients/{clientId}/{uuid}.pdf and inserts a documents row"
- "GET /api/documents/{id}/file streams the PDF bytes to an authenticated agent with path traversal protection"
- "Unauthenticated requests to all three routes return 401"
artifacts:
- path: "teressa-copeland-homes/src/app/api/forms-library/route.ts"
provides: "GET endpoint — authenticated forms library list"
exports: ["GET"]
- path: "teressa-copeland-homes/src/app/api/documents/route.ts"
provides: "POST endpoint — create document from template or file picker"
exports: ["POST"]
- path: "teressa-copeland-homes/src/app/api/documents/[id]/file/route.ts"
provides: "GET endpoint — authenticated PDF file streaming with path traversal guard"
exports: ["GET"]
key_links:
- from: "src/app/api/documents/route.ts"
to: "uploads/clients/{clientId}/"
via: "node:fs/promises copyFile + mkdir"
pattern: "copyFile.*seeds/forms"
- from: "src/app/api/documents/[id]/file/route.ts"
to: "uploads/"
via: "readFile after startsWith guard"
pattern: "startsWith.*UPLOADS_BASE"
---
<objective>
Build the three API routes that back the forms library modal, document creation, and authenticated PDF serving. These routes are the server-side contract that the UI in Plan 03 calls.
Purpose: Separating API layer into its own plan keeps Plan 03 focused on UI. Executors get clean contracts to code against.
Output: Three authenticated API routes. PDF files never exposed as public static assets.
</objective>
<execution_context>
@/Users/ccopeland/.claude/get-shit-done/workflows/execute-plan.md
@/Users/ccopeland/.claude/get-shit-done/templates/summary.md
</execution_context>
<context>
@.planning/PROJECT.md
@.planning/phases/04-pdf-ingest/04-CONTEXT.md
@.planning/phases/04-pdf-ingest/04-RESEARCH.md
@.planning/phases/04-pdf-ingest/04-01-SUMMARY.md
<interfaces>
<!-- From schema.ts after Plan 01 -->
```typescript
// formTemplates table
export const formTemplates = pgTable("form_templates", {
id: text("id").primaryKey().$defaultFn(() => crypto.randomUUID()),
name: text("name").notNull(),
filename: text("filename").notNull().unique(),
createdAt: timestamp("created_at").defaultNow().notNull(),
updatedAt: timestamp("updated_at").defaultNow().notNull(),
});
// documents table (extended)
export const documents = pgTable("documents", {
id: text("id").primaryKey().$defaultFn(() => crypto.randomUUID()),
name: text("name").notNull(),
clientId: text("client_id").notNull().references(() => clients.id, { onDelete: "cascade" }),
status: documentStatusEnum("status").notNull().default("Draft"),
formTemplateId: text("form_template_id").references(() => formTemplates.id),
filePath: text("file_path"),
sentAt: timestamp("sent_at"),
createdAt: timestamp("created_at").defaultNow().notNull(),
});
```
<!-- Auth pattern from existing portal routes -->
```typescript
import { auth } from '@/lib/auth';
const session = await auth();
if (!session) return new Response('Unauthorized', { status: 401 });
```
</interfaces>
</context>
<tasks>
<task type="auto">
<name>Task 1: GET /api/forms-library — authenticated template list</name>
<files>
teressa-copeland-homes/src/app/api/forms-library/route.ts
</files>
<action>
Create `src/app/api/forms-library/route.ts`:
```typescript
import { auth } from '@/lib/auth';
import { db } from '@/lib/db';
import { formTemplates } from '@/lib/db/schema';
import { asc } from 'drizzle-orm';
export async function GET() {
const session = await auth();
if (!session) return new Response('Unauthorized', { status: 401 });
const forms = await db
.select({ id: formTemplates.id, name: formTemplates.name, filename: formTemplates.filename })
.from(formTemplates)
.orderBy(asc(formTemplates.name));
return Response.json(forms);
}
```
NOTE: Check the existing API routes in the project for the exact import path for `auth` and `db` — may be `@/lib/auth` or `@/auth`. Mirror exactly what Phase 3 API routes use.
</action>
<verify>
```bash
curl -s http://localhost:3000/api/forms-library | head -c 100
```
Expected: `Unauthorized` (401) — confirms auth check works. (Full test requires a valid session cookie.)
</verify>
<done>GET /api/forms-library returns 401 for unauthenticated requests. Returns JSON array when authenticated.</done>
</task>
<task type="auto">
<name>Task 2: POST /api/documents and GET /api/documents/[id]/file</name>
<files>
teressa-copeland-homes/src/app/api/documents/route.ts
teressa-copeland-homes/src/app/api/documents/[id]/file/route.ts
</files>
<action>
Create `src/app/api/documents/route.ts`:
```typescript
import { auth } from '@/lib/auth';
import { db } from '@/lib/db';
import { documents, formTemplates } from '@/lib/db/schema';
import { eq } from 'drizzle-orm';
import { copyFile, mkdir, writeFile } from 'node:fs/promises';
import path from 'node:path';
const SEEDS_DIR = path.join(process.cwd(), 'seeds', 'forms');
const UPLOADS_DIR = path.join(process.cwd(), 'uploads');
export async function POST(req: Request) {
const session = await auth();
if (!session) return new Response('Unauthorized', { status: 401 });
const contentType = req.headers.get('content-type') ?? '';
let clientId: string;
let name: string;
let formTemplateId: string | undefined;
let fileBuffer: ArrayBuffer | undefined;
let originalFilename: string | undefined;
if (contentType.includes('multipart/form-data')) {
// File picker path — custom PDF upload
const formData = await req.formData();
clientId = formData.get('clientId') as string;
name = formData.get('name') as string;
const file = formData.get('file') as File;
fileBuffer = await file.arrayBuffer();
originalFilename = file.name;
} else {
// Library path — copy from seed template
const body = await req.json();
clientId = body.clientId;
name = body.name;
formTemplateId = body.formTemplateId;
}
if (!clientId || !name) {
return Response.json({ error: 'clientId and name are required' }, { status: 400 });
}
const docId = crypto.randomUUID();
const destDir = path.join(UPLOADS_DIR, 'clients', clientId);
const destPath = path.join(destDir, `${docId}.pdf`);
const relPath = `clients/${clientId}/${docId}.pdf`;
// Path traversal guard
if (!destPath.startsWith(UPLOADS_DIR)) {
return new Response('Forbidden', { status: 403 });
}
await mkdir(destDir, { recursive: true });
if (fileBuffer !== undefined) {
// Custom upload
await writeFile(destPath, Buffer.from(fileBuffer));
} else {
// Template copy
const template = await db.query.formTemplates.findFirst({
where: eq(formTemplates.id, formTemplateId!),
});
if (!template) return Response.json({ error: 'Template not found' }, { status: 404 });
const srcPath = path.join(SEEDS_DIR, template.filename);
await copyFile(srcPath, destPath);
}
const [doc] = await db.insert(documents).values({
id: docId,
clientId,
name,
formTemplateId: formTemplateId ?? null,
filePath: relPath,
status: 'Draft',
}).returning();
return Response.json(doc, { status: 201 });
}
```
Create `src/app/api/documents/[id]/file/route.ts`:
```typescript
import { auth } from '@/lib/auth';
import { db } from '@/lib/db';
import { documents } from '@/lib/db/schema';
import { eq } from 'drizzle-orm';
import { readFile } from 'node:fs/promises';
import path from 'node:path';
const UPLOADS_BASE = path.join(process.cwd(), 'uploads');
export async function GET(
_req: Request,
{ params }: { params: Promise<{ id: string }> }
) {
const session = await auth();
if (!session) return new Response('Unauthorized', { status: 401 });
const { id } = await params;
const doc = await db.query.documents.findFirst({
where: eq(documents.id, id),
});
if (!doc || !doc.filePath) return new Response('Not found', { status: 404 });
const filePath = path.join(UPLOADS_BASE, doc.filePath);
// Path traversal guard — critical security check
if (!filePath.startsWith(UPLOADS_BASE)) {
return new Response('Forbidden', { status: 403 });
}
try {
const buffer = await readFile(filePath);
return new Response(buffer, {
headers: { 'Content-Type': 'application/pdf' },
});
} catch {
return new Response('File not found', { status: 404 });
}
}
```
NOTE: In Next.js 15 App Router, `params` is a Promise — always `await params` before destructuring. This matches the pattern in Phase 3's dynamic routes.
NOTE: The `documents.status` field expects the enum literal `'Draft'` — use that exact casing (capital D) to match the existing `documentStatusEnum` definition.
</action>
<verify>
```bash
curl -s -o /dev/null -w "%{http_code}" http://localhost:3000/api/documents -X POST -H "Content-Type: application/json" -d '{"clientId":"x","name":"test"}' && echo "" && curl -s -o /dev/null -w "%{http_code}" http://localhost:3000/api/documents/fake-id/file && echo ""
```
Expected: `401` for POST (unauthed), `401` for GET file (unauthed).
</verify>
<done>POST /api/documents creates document records and copies/writes PDF files. GET /api/documents/[id]/file streams PDFs with auth + path traversal guard. Both return 401 for unauthenticated requests.</done>
</task>
</tasks>
<verification>
- GET /api/forms-library → 401 unauthenticated
- POST /api/documents → 401 unauthenticated
- GET /api/documents/[id]/file → 401 unauthenticated
- uploads/ directory is NOT under public/ (files not accessible without auth)
- No absolute paths stored in DB (relPath uses "clients/{id}/{uuid}.pdf" format)
</verification>
<success_criteria>
Three authenticated API routes deployed and responding. PDFs served only through authenticated routes. Path traversal protection in place on file serving route.
</success_criteria>
<output>
After completion, create `.planning/phases/04-pdf-ingest/04-02-SUMMARY.md`
</output>