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

- 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

.planning/ROADMAP.md

@@ -141,7 +141,7 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7
 | 1. Foundation | 1/3 | Complete    | 2026-03-19 |
 | 2. Marketing Site | 2/3 | In Progress|  |
 | 3. Agent Portal Shell | 4/4 | Complete   | 2026-03-19 |
-| 4. PDF Ingest | 0/? | Not started | - |
+| 4. PDF Ingest | 2/4 | In Progress|  |
 | 5. PDF Fill and Field Mapping | 0/? | Not started | - |
 | 6. Signing Flow | 0/? | Not started | - |
 | 7. Audit Trail and Download | 0/? | Not started | - |

.planning/STATE.md

@@ -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)
+Plan: 04-02 complete (2 of 4 plans in phase complete)
-Status: Plan 04-01 complete — form_templates table + documents schema extension + migration applied + npm run seed:forms working
+Status: Plan 04-02 complete — GET /api/forms-library + POST /api/documents + GET /api/documents/[id]/file routes deployed
-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
+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
+Last session: 2026-03-20
-Stopped at: Completed 04-01-PLAN.md — form_templates table + documents schema extension (formTemplateId, filePath) + migration 0002 + npm run seed:forms
+Stopped at: Completed 04-02-PLAN.md — GET /api/forms-library + POST /api/documents + GET /api/documents/[id]/file routes
 Resume file: None

.planning/phases/04-pdf-ingest/04-02-SUMMARY.md

@@ -0,0 +1,120 @@
+---
+phase: 04-pdf-ingest
+plan: 02
+subsystem: api
+tags: [next.js, api-routes, pdf, authentication, file-upload, path-traversal]
+
+# Dependency graph
+requires:
+  - phase: 04-pdf-ingest
+    provides: form_templates table + documents schema extension + seeds/forms/ directory
+  - phase: 03-agent-portal-shell
+    provides: auth pattern (auth() from @/lib/auth), db pattern, portal data layer
+provides:
+  - GET /api/forms-library — authenticated form template list ordered by name
+  - POST /api/documents — creates document record + copies seed PDF or writes custom upload to uploads/clients/{clientId}/{uuid}.pdf
+  - GET /api/documents/[id]/file — authenticated PDF streaming with path traversal guard
+affects: [04-03, 04-04]
+
+# Tech tracking
+tech-stack:
+  added: []
+  patterns:
+    - node:fs/promises (copyFile, mkdir, writeFile, readFile) for local file operations — no cloud storage
+    - Path traversal guard: destPath.startsWith(UPLOADS_DIR) before any fs write
+    - uploads/ kept outside public/ — files never served as static assets
+    - Relative paths stored in DB (clients/{clientId}/{uuid}.pdf) — not absolute paths
+    - content-type header branching for multipart/form-data vs JSON in POST handler
+
+key-files:
+  created:
+    - 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
+  modified: []
+
+key-decisions:
+  - "uploads/ directory at project root (not under public/) — PDFs never accessible without auth"
+  - "Relative paths stored in DB (clients/{clientId}/{uuid}.pdf) — absolute paths would break on server move"
+  - "Path traversal guard on both write (POST) and read (GET /file) — prevents directory escape via malicious clientId or filePath"
+  - "content-type branching in POST — single endpoint handles both form-data (custom upload) and JSON (template copy)"
+
+patterns-established:
+  - "File serving routes: always guard with startsWith(BASE_DIR) before readFile"
+  - "File writing routes: always guard with startsWith(UPLOADS_DIR) before copyFile/writeFile"
+  - "params is a Promise in Next.js 15 App Router dynamic routes — always await params before destructuring"
+
+requirements-completed: [DOC-01, DOC-02]
+
+# Metrics
+duration: 1min
+completed: 2026-03-20
+---
+
+# Phase 4 Plan 02: PDF API Routes Summary
+
+**Three authenticated Next.js API routes: forms library list, document creation with seed-copy or file-upload, and path-traversal-guarded PDF streaming — PDFs never exposed as public static assets**
+
+## Performance
+
+- **Duration:** ~1 min
+- **Started:** 2026-03-20T03:36:04Z
+- **Completed:** 2026-03-20T03:37:09Z
+- **Tasks:** 2
+- **Files modified:** 3
+
+## Accomplishments
+- Created GET /api/forms-library that returns authenticated JSON list of form_templates ordered by name
+- Created POST /api/documents that handles both template-copy (JSON body) and custom-upload (multipart/form-data) paths, writes to uploads/clients/{clientId}/{uuid}.pdf, inserts documents row
+- Created GET /api/documents/[id]/file that streams PDF bytes with Content-Type: application/pdf, guarded by path traversal check
+- All three routes return 401 for unauthenticated requests
+- uploads/ directory at project root (not under public/), so no file is accessible without going through auth
+
+## Task Commits
+
+Each task was committed atomically:
+
+1. **Task 1: GET /api/forms-library authenticated template list** - `e0f180c` (feat)
+2. **Task 2: POST /api/documents and GET /api/documents/[id]/file routes** - `32e129c` (feat)
+
+**Plan metadata:** (docs commit below)
+
+## Files Created/Modified
+- `teressa-copeland-homes/src/app/api/forms-library/route.ts` - Authenticated GET: queries form_templates ordered by name, returns JSON array
+- `teressa-copeland-homes/src/app/api/documents/route.ts` - Authenticated POST: branches on content-type, copies/writes PDF to uploads/, inserts documents row
+- `teressa-copeland-homes/src/app/api/documents/[id]/file/route.ts` - Authenticated GET: streams PDF from uploads/ with path traversal guard
+
+## Decisions Made
+- uploads/ at project root not under public/ — PDFs only served through authenticated routes, never as static files
+- Relative paths stored in DB (e.g. `clients/abc/uuid.pdf`) — absolute paths break if the project moves; always join with UPLOADS_BASE at read time
+- Path traversal guard on both write and read operations — a malicious clientId like `../../etc` would be caught before any fs operation
+- content-type branching in single POST endpoint — keeps document creation API surface minimal for the UI in Plan 03
+
+## Deviations from Plan
+
+None - plan executed exactly as written.
+
+## Issues Encountered
+None.
+
+## User Setup Required
+None - no external service configuration required.
+
+## Next Phase Readiness
+- All three API routes deployed and responding with correct auth behavior
+- Plan 03 (UI) can call POST /api/documents with clientId + formTemplateId (JSON) or clientId + file (multipart)
+- Plan 03 can call GET /api/forms-library to populate the modal selector
+- Plan 04 (document management) can call GET /api/documents/[id]/file to preview or download PDFs
+
+---
+*Phase: 04-pdf-ingest*
+*Completed: 2026-03-20*
+
+## Self-Check: PASSED
+
+- forms-library/route.ts: FOUND
+- documents/route.ts: FOUND
+- documents/[id]/file/route.ts: FOUND
+- 04-02-SUMMARY.md: FOUND
+- commit e0f180c: FOUND
+- commit 32e129c: FOUND