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