From 752a6b7509b0010758c18d72bf8cd57954614b73 Mon Sep 17 00:00:00 2001 From: Chandler Copeland Date: Mon, 6 Apr 2026 12:16:09 -0600 Subject: [PATCH] =?UTF-8?q?docs(18-01):=20complete=20template=20schema=20p?= =?UTF-8?q?lan=20=E2=80=94=20documentTemplates=20table=20+=20migration=200?= =?UTF-8?q?012?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit - SUMMARY.md created for phase 18 plan 01 - STATE.md: plan advanced to 18-02, progress 97%, decisions recorded - ROADMAP.md: phase 18 progress updated (1/2 plans complete) - REQUIREMENTS.md: TMPL-01 marked complete --- .planning/REQUIREMENTS.md | 4 +- .planning/ROADMAP.md | 4 +- .planning/STATE.md | 30 ++++---- .../18-01-SUMMARY.md | 77 +++++++++++++++++++ 4 files changed, 98 insertions(+), 17 deletions(-) create mode 100644 .planning/phases/18-template-schema-and-crud-api/18-01-SUMMARY.md diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index 7ede89f..bf6352a 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -128,7 +128,7 @@ ### Template Management -- [ ] **TMPL-01**: Agent can create a new template by selecting a PDF from the forms library +- [x] **TMPL-01**: Agent can create a new template by selecting a PDF from the forms library - [ ] **TMPL-02**: Agent can rename a template - [ ] **TMPL-03**: Agent can delete a template (soft-delete — preserved if any documents were created from it) - [ ] **TMPL-04**: Agent can view a list of all saved templates with the form name and field count @@ -270,7 +270,7 @@ Which phases cover which requirements. Updated during roadmap creation. | DEPLOY-03 | Phase 17 | Complete | | DEPLOY-04 | Phase 17 | Complete | | DEPLOY-05 | Phase 17 | Complete | -| TMPL-01 | Phase 18 | Pending | +| TMPL-01 | Phase 18 | Complete | | TMPL-02 | Phase 18 | Pending | | TMPL-03 | Phase 18 | Pending | | TMPL-04 | Phase 18 | Pending | diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index b2c076b..b7e5ef3 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -399,7 +399,7 @@ Plans: **Plans**: 2 plans Plans: -- [ ] 18-01-PLAN.md — Drizzle schema: documentTemplates table definition + 0012 migration +- [x] 18-01-PLAN.md — Drizzle schema: documentTemplates table definition + 0012 migration - [ ] 18-02-PLAN.md — CRUD API routes: GET/POST /api/templates, PATCH/DELETE /api/templates/[id] **UI hint**: no @@ -455,6 +455,6 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 → | 15. Multi-Signer Backend | v1.2 | 3/3 | Complete | 2026-04-03 | | 16. Multi-Signer UI | v1.2 | 1/4 | Complete | 2026-04-03 | | 17. Docker Deployment | v1.2 | 2/2 | Complete | 2026-04-03 | -| 18. Template Schema and CRUD API | v1.3 | 0/TBD | Not started | - | +| 18. Template Schema and CRUD API | v1.3 | 1/2 | In Progress| | | 19. Template Editor UI | v1.3 | 0/TBD | Not started | - | | 20. Apply Template and Portal Nav | v1.3 | 0/TBD | Not started | - | diff --git a/.planning/STATE.md b/.planning/STATE.md index dbbe65c..6e85e0c 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -1,16 +1,16 @@ --- gsd_state_version: 1.0 -milestone: v1.3 -milestone_name: Document Templates -status: roadmap defined -stopped_at: v1.3 roadmap created — Phases 18-20 defined, ready for plan-phase 18 -last_updated: "2026-04-06T00:00:00.000Z" +milestone: v1.1 +milestone_name: Smart Document Preparation +status: executing +stopped_at: Completed 18-01-PLAN.md — documentTemplates schema and migration 0012 +last_updated: "2026-04-06T18:15:59.504Z" last_activity: 2026-04-06 progress: - total_phases: 22 + total_phases: 20 completed_phases: 18 - total_plans: 58 - completed_plans: 57 + total_plans: 60 + completed_plans: 58 percent: 82 --- @@ -24,9 +24,9 @@ See: .planning/PROJECT.md (updated 2026-04-03) ## Current Position -Phase: 18 (template-schema-and-crud-api) — NOT STARTED -Plan: 0 of TBD -Status: Roadmap defined — awaiting plan-phase 18 +Phase: 18 (template-schema-and-crud-api) — EXECUTING +Plan: 2 of 2 +Status: Ready to execute Last activity: 2026-04-06 ## Note on v1.1 @@ -103,6 +103,7 @@ Progress: [████████████░░░] 82% (18/22 phases comp | Phase 16-multi-signer-ui P01 | 5 | 2 tasks | 6 files | | Phase 17-docker-deployment P01 | 2 | 2 tasks | 4 files | | Phase 17 P02 | 3 | 3 tasks | 6 files | +| Phase 18-template-schema-and-crud-api P01 | 4 | 2 tasks | 2 files | ## Accumulated Context @@ -188,6 +189,9 @@ Recent decisions affecting v1.1 work: - [Phase 17]: node:20-slim (Debian) not Alpine — @napi-rs/canvas requires glibc, Alpine musl incompatible - [Phase 17]: seeds/ copied into runner stage at /app/seeds — runtime dependency for form library import feature - [Phase 17]: platform=linux/amd64 on all 3 Dockerfile FROM lines — home server is x86_64 +- [Phase 18-template-schema-and-crud-api]: signatureFields nullable JSONB: template starts empty; Phase 19 fills it via PATCH +- [Phase 18-template-schema-and-crud-api]: formTemplateId FK has no onDelete cascade: archived templates remain even if form is removed +- [Phase 18-template-schema-and-crud-api]: archivedAt nullable timestamp: NULL = active, soft-delete only ### v1.2 Pre-decisions (from research) @@ -223,6 +227,6 @@ None yet. ## Session Continuity -Last session: 2026-04-06T00:00:00.000Z -Stopped at: v1.3 roadmap created — Phases 18-20 defined; ROADMAP.md, STATE.md, REQUIREMENTS.md updated +Last session: 2026-04-06T18:15:59.498Z +Stopped at: Completed 18-01-PLAN.md — documentTemplates schema and migration 0012 Resume file: None diff --git a/.planning/phases/18-template-schema-and-crud-api/18-01-SUMMARY.md b/.planning/phases/18-template-schema-and-crud-api/18-01-SUMMARY.md new file mode 100644 index 0000000..8bbd2e9 --- /dev/null +++ b/.planning/phases/18-template-schema-and-crud-api/18-01-SUMMARY.md @@ -0,0 +1,77 @@ +--- +phase: 18-template-schema-and-crud-api +plan: "01" +subsystem: database-schema +tags: [drizzle, schema, migration, postgresql] +dependency_graph: + requires: [formTemplates table (form_templates), SignatureFieldData interface] + provides: [documentTemplates table (document_templates), documentTemplatesRelations] + affects: [Phase 19 template editor, Phase 20 apply-template endpoint] +tech_stack: + added: [] + patterns: [drizzle pgTable, jsonb $type, nullable timestamp soft-delete, FK no-cascade] +key_files: + created: + - teressa-copeland-homes/drizzle/0012_ancient_blue_shield.sql + modified: + - teressa-copeland-homes/src/lib/db/schema.ts +decisions: + - "signatureFields nullable JSONB: template starts empty; Phase 19 fills it via PATCH" + - "formTemplateId FK has no onDelete cascade: archived templates remain even if form is removed" + - "archivedAt nullable timestamp: NULL = active; soft-delete only (no hard deletes)" + - "updatedAt set explicitly in UPDATE queries, not via DB trigger (existing pattern)" +metrics: + duration: "4 min" + completed_date: "2026-04-06" + tasks_completed: 2 + files_changed: 2 +--- + +# Phase 18 Plan 01: Template Schema and Migration Summary + +**One-liner:** Drizzle `document_templates` table with 7 columns, nullable JSONB fields, soft-delete via `archivedAt`, FK to `form_templates` with no cascade, and auto-generated SQL migration 0012. + +## Tasks Completed + +| Task | Name | Commit | Files | +|------|------|--------|-------| +| 1 | Add documentTemplates table to schema.ts | 9e677f9 | teressa-copeland-homes/src/lib/db/schema.ts | +| 2 | Generate Drizzle migration | c33c4ec | teressa-copeland-homes/drizzle/0012_ancient_blue_shield.sql | + +## What Was Built + +Added the `documentTemplates` Drizzle table definition to `schema.ts` immediately after `formTemplates`. The table has exactly 7 columns per D-02: + +- `id` — TEXT PRIMARY KEY via `crypto.randomUUID()` +- `name` — TEXT NOT NULL +- `formTemplateId` — TEXT NOT NULL, FK to `formTemplates.id` with no `onDelete` (D-06) +- `signatureFields` — JSONB nullable, typed as `SignatureFieldData[]` (D-04) +- `archivedAt` — TIMESTAMP nullable, soft-delete sentinel (D-07) +- `createdAt` — TIMESTAMP NOT NULL DEFAULT NOW() +- `updatedAt` — TIMESTAMP NOT NULL DEFAULT NOW() + +Also added `documentTemplatesRelations` joining to `formTemplates` via `formTemplateId`. + +Generated migration `0012_ancient_blue_shield.sql` via `drizzle-kit generate`. The migration contains only a `CREATE TABLE` statement and an `ALTER TABLE ... ADD CONSTRAINT` for the FK — no alterations to existing tables. + +## Verification + +- `npx tsc --noEmit` — zero errors +- `ls drizzle/0012_*.sql` — exactly one migration file (0012_ancient_blue_shield.sql) +- `grep "document_templates" drizzle/0012_ancient_blue_shield.sql` — CREATE TABLE present +- `grep "form_template_id" drizzle/0012_ancient_blue_shield.sql` — FK column present + +## Deviations from Plan + +None — plan executed exactly as written. + +## Known Stubs + +None — this plan is schema-only. No UI or API routes were implemented. Phase 18-02 handles the CRUD API routes. + +## Self-Check: PASSED + +- `teressa-copeland-homes/src/lib/db/schema.ts` — FOUND, contains documentTemplates export +- `teressa-copeland-homes/drizzle/0012_ancient_blue_shield.sql` — FOUND, contains CREATE TABLE document_templates +- Commit 9e677f9 — FOUND +- Commit c33c4ec — FOUND