docs(04-03): complete PDF viewer UI plan summary
- SUMMARY: AddDocumentModal, PdfViewer, /portal/documents/[docId] page - STATE: current position updated to 04-03 complete, 3/4 plans in phase - ROADMAP: phase 4 progress updated (3 summaries of 4 plans) - REQUIREMENTS: DOC-03 marked complete
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@@ -3,12 +3,12 @@ gsd_state_version: 1.0
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milestone: v1.0
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milestone_name: milestone
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status: unknown
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last_updated: "2026-03-20T03:38:08.328Z"
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last_updated: "2026-03-20T03:46:32.381Z"
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progress:
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total_phases: 4
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completed_phases: 3
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total_plans: 14
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completed_plans: 12
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completed_plans: 13
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---
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# Project State
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@@ -23,11 +23,11 @@ See: .planning/PROJECT.md (updated 2026-03-19)
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## Current Position
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Phase: 4 of 7 (PDF Ingest) — In Progress
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Plan: 04-02 complete (2 of 4 plans in phase complete)
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Status: Plan 04-02 complete — GET /api/forms-library + POST /api/documents + GET /api/documents/[id]/file routes deployed
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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
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Plan: 04-03 complete (3 of 4 plans in phase complete)
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Status: Plan 04-03 complete — AddDocumentModal, PdfViewer, and /portal/documents/[docId] page deployed
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Last activity: 2026-03-20 — Plan 04-03 complete: react-pdf viewer UI with searchable forms library modal, custom file upload, document detail page with page nav and zoom
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Progress: [███████░░░] 70%
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Progress: [████████░░] 80%
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## Performance Metrics
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@@ -55,6 +55,7 @@ Progress: [███████░░░] 70%
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| Phase 03-agent-portal-shell P04 | 5 | 2 tasks | 3 files |
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| Phase 04-pdf-ingest P01 | 8 | 2 tasks | 7 files |
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| Phase 04-pdf-ingest P02 | 1 | 2 tasks | 3 files |
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| Phase 04-pdf-ingest P04-03 | 5 | 2 tasks | 8 files |
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## Accumulated Context
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@@ -96,6 +97,9 @@ Recent decisions affecting current work:
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- [Phase 04-pdf-ingest]: uploads/ at project root not under public/ — PDFs never accessible as static files
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- [Phase 04-pdf-ingest]: Relative paths stored in DB (clients/{clientId}/{uuid}.pdf) — absolute paths would break on server move
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- [Phase 04-pdf-ingest]: Path traversal guard on both write (POST) and read (GET /file) — prevents directory escape via malicious clientId or filePath
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- [Phase 04-pdf-ingest]: react-pdf v9 requires transpilePackages in next.config.ts — ships as ESM, Next.js webpack must transpile
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- [Phase 04-pdf-ingest]: pdfjs worker uses new URL(import.meta.url) pattern — no CDN URL; works in local/Docker environments without internet access
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- [Phase 04-pdf-ingest]: documentsRelations added to schema.ts — required for Drizzle db.query relational API with-relations support
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### Pending Todos
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@@ -112,5 +116,5 @@ None yet.
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## Session Continuity
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Last session: 2026-03-20
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Stopped at: Completed 04-02-PLAN.md — GET /api/forms-library + POST /api/documents + GET /api/documents/[id]/file routes
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Stopped at: Completed 04-03-PLAN.md — AddDocumentModal, PdfViewer, and /portal/documents/[docId] page
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Resume file: None
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