docs(04-01): complete PDF ingest data layer plan summary

- Create 04-01-SUMMARY.md: form_templates schema + seed:forms CLI
- Update STATE.md: position advanced to Phase 4 Plan 1 complete
- Update ROADMAP.md: Phase 04 plan progress (1/4 complete)
- Mark requirements DOC-01, DOC-02 complete in REQUIREMENTS.md

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

.planning/STATE.md

@@ -3,12 +3,12 @@ gsd_state_version: 1.0
 milestone: v1.0
 milestone_name: milestone
 status: unknown
-last_updated: "2026-03-19T22:53:59.607Z"
+last_updated: "2026-03-19T21:40:00Z"
 progress:
-  total_phases: 3
+  total_phases: 7
   completed_phases: 3
-  total_plans: 10
-  completed_plans: 10
+  total_plans: 14
+  completed_plans: 11
 ---
 
 # Project State
@@ -18,16 +18,16 @@ progress:
 See: .planning/PROJECT.md (updated 2026-03-19)
 
 **Core value:** Teressa can prepare and send any real estate form to a client for signing in minutes, from her browser, without leaving her site.
-**Current focus:** Phase 3 - Agent Portal Shell
+**Current focus:** Phase 4 - PDF Ingest
 
 ## Current Position
 
-Phase: 3 of 7 (Agent Portal Shell) — Complete
-Plan: 03-04 complete (4 of 4 plans in phase complete)
-Status: Phase 3 complete — full portal shell verified end-to-end: auth redirect, dashboard documents table with filter, clients card grid with create/edit/delete, client profile page with edit/delete and documents table, top nav
-Last activity: 2026-03-19 — Plan 03-04 complete: Client profile page (edit modal + delete confirmation + documents table) + full Phase 3 portal browser verification approved
+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
 
-Progress: [██████░░░░] 60%
+Progress: [███████░░░] 70%
 
 ## Performance Metrics
 
@@ -53,6 +53,7 @@ Progress: [██████░░░░] 60%
 | Phase 03-agent-portal-shell P02 | 8 | 3 tasks | 5 files |
 | 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 |
 
 ## Accumulated Context
 
@@ -88,6 +89,9 @@ Recent decisions affecting current work:
 - [Phase 03-agent-portal-shell 03-04]: ClientProfileClient extracted to _components/ClientProfileClient.tsx (not inlined) — consistent with project convention for client sub-components
 - [Phase 03-agent-portal-shell 03-04]: deleteClient called directly from async event handler in client component — Next.js 15+ supports calling server actions as async functions without form wrappers
 - [Phase 03-agent-portal-shell 03-04]: ConfirmDialog message constructed with client name inline — reusable with title + message string props, no JSX message needed
+- [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
 
 ### Pending Todos
 
@@ -104,5 +108,5 @@ None yet.
 ## Session Continuity
 
 Last session: 2026-03-19
-Stopped at: Completed 03-04-PLAN.md — Client profile page (edit modal + delete confirmation + documents table) + full Phase 3 portal browser verification (all 5 sections approved)
+Stopped at: Completed 04-01-PLAN.md — form_templates table + documents schema extension (formTemplateId, filePath) + migration 0002 + npm run seed:forms
 Resume file: None