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docs(04-02): complete PDF API routes plan summary

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- Created 04-02-SUMMARY.md with task commits, decisions, and dependency graph
- Updated STATE.md: position advanced to 04-02 complete, decisions added
- Updated ROADMAP.md: phase 4 progress to 2/4 plans
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Chandler Copeland
2026-03-19 21:38:37 -06:00
parent 32e129c097
commit 7ddb920467
3 changed files with 133 additions and 9 deletions
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20
.planning/STATE.md
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@@ -3,12 +3,12 @@ gsd_state_version: 1.0
milestone: v1.0
milestone_name: milestone
status: unknown
last_updated: "2026-03-19T21:40:00Z"
last_updated: "2026-03-20T03:38:08.328Z"
progress:
total_phases: 7
total_phases: 4
completed_phases: 3
total_plans: 14
completed_plans: 11
completed_plans: 12
---
# Project State
@@ -23,9 +23,9 @@ See: .planning/PROJECT.md (updated 2026-03-19)
## Current Position
Phase: 4 of 7 (PDF Ingest) — In Progress
Plan: 04-01 complete (1 of 4 plans in phase complete)
Status: Plan 04-01 complete — form_templates table + documents schema extension + migration applied + npm run seed:forms working
Last activity: 2026-03-19 — Plan 04-01 complete: Drizzle form_templates table, documents schema extension (formTemplateId, filePath), migration 0002 applied, seed-forms.ts with npm run seed:forms
Plan: 04-02 complete (2 of 4 plans in phase complete)
Status: Plan 04-02 complete — GET /api/forms-library + POST /api/documents + GET /api/documents/[id]/file routes deployed
Last activity: 2026-03-20 — Plan 04-02 complete: three authenticated API routes for forms library, document creation (template copy or file upload), and PDF file streaming with path traversal guard
Progress: [███████░░░] 70%
@@ -54,6 +54,7 @@ Progress: [███████░░░] 70%
| Phase 03-agent-portal-shell P03 | 9 | 3 tasks | 7 files |
| Phase 03-agent-portal-shell P04 | 5 | 2 tasks | 3 files |
| Phase 04-pdf-ingest P01 | 8 | 2 tasks | 7 files |
| Phase 04-pdf-ingest P02 | 1 | 2 tasks | 3 files |
## Accumulated Context
@@ -92,6 +93,9 @@ Recent decisions affecting current work:
- [Phase 04-pdf-ingest 04-01]: formTemplates table uses text PK (crypto.randomUUID()) — consistent with all other tables in schema.ts
- [Phase 04-pdf-ingest 04-01]: formTemplateId and filePath are nullable — custom uploads have no template; legacy document rows need no file path
- [Phase 04-pdf-ingest 04-01]: seed:forms uses onConflictDoUpdate on filename — filename is natural unique key for idempotent monthly sync re-runs
- [Phase 04-pdf-ingest]: uploads/ at project root not under public/ — PDFs never accessible as static files
- [Phase 04-pdf-ingest]: Relative paths stored in DB (clients/{clientId}/{uuid}.pdf) — absolute paths would break on server move
- [Phase 04-pdf-ingest]: Path traversal guard on both write (POST) and read (GET /file) — prevents directory escape via malicious clientId or filePath
### Pending Todos
@@ -107,6 +111,6 @@ None yet.
## Session Continuity
Last session: 2026-03-19
Stopped at: Completed 04-01-PLAN.md — form_templates table + documents schema extension (formTemplateId, filePath) + migration 0002 + npm run seed:forms
Last session: 2026-03-20
Stopped at: Completed 04-02-PLAN.md — GET /api/forms-library + POST /api/documents + GET /api/documents/[id]/file routes
Resume file: None