docs(phase-18): verification passed — 8/8 must-haves, documentTemplates table + CRUD API complete

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Chandler Copeland
2026-04-06 12:20:41 -06:00
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---
phase: 18-template-schema-and-crud-api
verified: 2026-04-06T00:00:00Z
status: passed
score: 8/8 must-haves verified
gaps: []
human_verification:
- test: "POST /api/templates with valid name + formTemplateId returns 201 and persisted row"
expected: "Response body contains id, name, formTemplateId, createdAt, updatedAt"
why_human: "Requires a live database and auth session; cannot verify in-process"
- test: "GET /api/templates excludes archived templates"
expected: "Templates with archivedAt set do not appear in response"
why_human: "Requires database state manipulation and live server"
- test: "DELETE /api/templates/[id] returns 204 and sets archivedAt in the DB row"
expected: "Row still exists; archivedAt column is non-null; GET no longer returns the template"
why_human: "Requires live database and auth session"
---
# Phase 18: Template Schema and CRUD API Verification Report
**Phase Goal:** `document_templates` table exists, agents can create/rename/list/soft-delete templates via CRUD API
**Verified:** 2026-04-06
**Status:** PASSED
**Re-verification:** No — initial verification
---
## Goal Achievement
### Observable Truths
| # | Truth | Status | Evidence |
|---|-------|--------|----------|
| 1 | `document_templates` table exists in Drizzle schema with all 7 columns | VERIFIED | `schema.ts` lines 101-109: id, name, formTemplateId, signatureFields, archivedAt, createdAt, updatedAt all present |
| 2 | Migration file `0012_*.sql` exists and contains `CREATE TABLE document_templates` | VERIFIED | `drizzle/0012_ancient_blue_shield.sql` line 1: `CREATE TABLE "document_templates"` with all 7 columns and FK constraint |
| 3 | TypeScript compiles with zero errors after schema change | VERIFIED | `npx tsc --noEmit` exits 0, no output |
| 4 | POST /api/templates creates a document_templates row with name and formTemplateId | VERIFIED | `route.ts` lines 38-68: validates both fields, checks FK exists, inserts via drizzle, returns 201 |
| 5 | GET /api/templates returns active templates with form name and field count, excluding archived | VERIFIED | `route.ts` lines 7-36: LEFT JOIN formTemplates, `isNull(archivedAt)` filter, `fieldCount` computed as `(signatureFields ?? []).length` |
| 6 | PATCH /api/templates/[id] can rename a template and update signatureFields | VERIFIED | `[id]/route.ts` lines 7-41: accepts `name?` and `signatureFields?`, guards archived, always sets `updatedAt: new Date()` |
| 7 | DELETE /api/templates/[id] sets archivedAt instead of deleting the row | VERIFIED | `[id]/route.ts` lines 43-69: sets `archivedAt: new Date()` and `updatedAt: new Date()`, returns 204 |
| 8 | All routes return 401 when unauthenticated | VERIFIED | All four handlers call `await auth()` and return `new Response('Unauthorized', { status: 401 })` before any DB access |
**Score:** 8/8 truths verified
---
### Required Artifacts
| Artifact | Expected | Status | Details |
|----------|----------|--------|---------|
| `teressa-copeland-homes/src/lib/db/schema.ts` | documentTemplates table definition and relations | VERIFIED | Lines 101-113; 7 columns; FK to formTemplates.id with no onDelete; signatureFields typed as `SignatureFieldData[]`; archivedAt nullable |
| `teressa-copeland-homes/drizzle/0012_ancient_blue_shield.sql` | SQL migration creating document_templates table | VERIFIED | CREATE TABLE with 7 columns; FK constraint `ON DELETE no action ON UPDATE no action` |
| `teressa-copeland-homes/src/app/api/templates/route.ts` | GET (list) and POST (create) handlers | VERIFIED | Exports `GET` and `POST`; 69 lines of substantive implementation |
| `teressa-copeland-homes/src/app/api/templates/[id]/route.ts` | PATCH (update) and DELETE (soft-delete) handlers | VERIFIED | Exports `PATCH` and `DELETE`; 69 lines of substantive implementation |
---
### Key Link Verification
| From | To | Via | Status | Details |
|------|----|-----|--------|---------|
| `GET /api/templates` | `documentTemplates + formTemplates` | LEFT JOIN for formName | VERIFIED | `route.ts` line 22: `.leftJoin(formTemplates, eq(documentTemplates.formTemplateId, formTemplates.id))` |
| `DELETE /api/templates/[id]` | `documentTemplates.archivedAt` | SET archivedAt = new Date() | VERIFIED | `[id]/route.ts` line 63: `archivedAt: new Date()` |
| `documentTemplates.formTemplateId` | `formTemplates.id` | FK reference | VERIFIED | `schema.ts` line 104: `.references(() => formTemplates.id)` with no onDelete; migration line 11 confirms FK |
| `db.query.documentTemplates` | schema tables | `import * as schema` in db/index.ts | VERIFIED | `db/index.ts` line 3: `import * as schema from "./schema"` passed to drizzle; documentTemplates and documentTemplatesRelations exported from schema |
---
### Data-Flow Trace (Level 4)
| Artifact | Data Variable | Source | Produces Real Data | Status |
|----------|---------------|--------|-------------------|--------|
| `route.ts` (GET) | `rows` | `db.select(...).from(documentTemplates).leftJoin(...).where(isNull(...))` | Yes — live Drizzle query against postgres | FLOWING |
| `[id]/route.ts` (PATCH) | `existing` | `db.query.documentTemplates.findFirst(...)` | Yes — live Drizzle query | FLOWING |
| `[id]/route.ts` (DELETE) | `existing` | `db.query.documentTemplates.findFirst(...)` | Yes — live Drizzle query | FLOWING |
---
### Behavioral Spot-Checks
Step 7b: SKIPPED — routes require a live database and authenticated session. Cannot invoke without a running server. Human verification items cover the key behaviors.
---
### Requirements Coverage
| Requirement | Source Plan | Description | Status | Evidence |
|-------------|------------|-------------|--------|---------|
| TMPL-01 | 18-01, 18-02 | Agent can create a new template by selecting a PDF from the forms library | SATISFIED | POST /api/templates accepts `formTemplateId`; verifies FK exists before insert |
| TMPL-02 | 18-02 | Agent can rename a template | SATISFIED | PATCH /api/templates/[id] accepts `name?` field and updates it |
| TMPL-03 | 18-02 | Agent can delete a template (soft-delete) | SATISFIED | DELETE sets `archivedAt: new Date()`, never removes row; GET excludes archived via `isNull(archivedAt)` |
| TMPL-04 | 18-02 | Agent can view a list of all saved templates with form name and field count | SATISFIED | GET returns `formName` via JOIN and computed `fieldCount` from `signatureFields.length` |
---
### Anti-Patterns Found
None detected. Both route files are free of TODO/FIXME/placeholder comments, empty return stubs, and console.log artifacts.
---
### Human Verification Required
#### 1. Template creation end-to-end
**Test:** POST `{baseURL}/api/templates` with valid session cookie, body `{"name":"My Template","formTemplateId":"<valid-id>"}`.
**Expected:** 201 response, body contains `id`, `name`, `formTemplateId`, `createdAt`, `updatedAt`; row appears in database.
**Why human:** Requires live database, valid formTemplateId, and authenticated session.
#### 2. Archived template exclusion
**Test:** Soft-delete an existing template via DELETE, then call GET /api/templates.
**Expected:** Deleted template no longer appears in the list; row still exists in DB with `archivedAt` set.
**Why human:** Requires database state setup and live server.
#### 3. PATCH returns 404 for archived template
**Test:** After soft-deleting a template, attempt PATCH on same id.
**Expected:** 404 response with `{"error":"Not found"}`.
**Why human:** Requires database state and live server.
---
### Gaps Summary
No gaps. All 8 observable truths are verified. All 4 artifacts exist with substantive implementations, are wired to the database, and data flows from real Drizzle queries. TypeScript compiles clean. TMPL-01 through TMPL-04 are fully satisfied at the API layer.
The three human verification items are confirmatory — they test runtime behavior of code whose implementation is correct. They are not blocking concerns.
---
_Verified: 2026-04-06_
_Verifier: Claude (gsd-verifier)_