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/phases/04-pdf-ingest/04-01-SUMMARY.md

@@ -0,0 +1,115 @@
+---
+phase: 04-pdf-ingest
+plan: 01
+subsystem: database
+tags: [drizzle, postgres, schema, migrations, seed, form-templates]
+
+# Dependency graph
+requires:
+  - phase: 03-agent-portal-shell
+    provides: documents table and portal data layer this plan extends
+provides:
+  - form_templates table with id (text PK), name, filename (unique), createdAt, updatedAt
+  - documents table extended with formTemplateId (nullable FK) and filePath (nullable text)
+  - Drizzle migration 0002 applied to local PostgreSQL
+  - seeds/forms/ directory tracked via .gitkeep
+  - npm run seed:forms CLI: reads seeds/forms/*.pdf, upserts into form_templates via onConflictDoUpdate
+affects: [04-02, 04-03, 04-04]
+
+# Tech tracking
+tech-stack:
+  added: []
+  patterns:
+    - DOTENV_CONFIG_PATH=.env.local prefix for tsx seed scripts (mirrors Phase 3 pattern)
+    - onConflictDoUpdate on filename for idempotent form template upserts
+    - formTemplates table placed above documents table in schema.ts to satisfy FK forward-reference
+
+key-files:
+  created:
+    - teressa-copeland-homes/scripts/seed-forms.ts
+    - teressa-copeland-homes/seeds/forms/.gitkeep
+    - teressa-copeland-homes/drizzle/0002_wealthy_zzzax.sql
+    - teressa-copeland-homes/drizzle/meta/0002_snapshot.json
+  modified:
+    - teressa-copeland-homes/src/lib/db/schema.ts
+    - teressa-copeland-homes/package.json
+    - teressa-copeland-homes/drizzle/meta/_journal.json
+
+key-decisions:
+  - "formTemplates table uses text PK (crypto.randomUUID()) — consistent with all other tables in schema.ts"
+  - "seed:forms uses DOTENV_CONFIG_PATH=.env.local prefix — dotenv/config reads .env by default but project uses .env.local"
+  - "formTemplateId and filePath are nullable — custom uploads have no template, legacy rows have no file path"
+  - "onConflictDoUpdate on filename column — enables idempotent monthly re-run when PDFs change names"
+
+patterns-established:
+  - "Seed scripts: DOTENV_CONFIG_PATH=.env.local npx tsx scripts/<script>.ts pattern for all future seed commands"
+  - "Schema ordering: tables with FK references must come after the referenced table in schema.ts"
+
+requirements-completed: [DOC-01, DOC-02]
+
+# Metrics
+duration: 8min
+completed: 2026-03-19
+---
+
+# Phase 4 Plan 01: PDF Ingest Data Layer Summary
+
+**Drizzle form_templates table + documents schema extension + idempotent npm run seed:forms CLI for monthly SkySlope PDF sync**
+
+## Performance
+
+- **Duration:** ~8 min
+- **Started:** 2026-03-19T21:30:00Z
+- **Completed:** 2026-03-19T21:38:00Z
+- **Tasks:** 2
+- **Files modified:** 6
+
+## Accomplishments
+- Added form_templates table to PostgreSQL via Drizzle migration (id text PK, name, filename unique, createdAt, updatedAt)
+- Extended documents table with formTemplateId (nullable FK to form_templates) and filePath (nullable text)
+- Created seed-forms.ts script that reads seeds/forms/, derives human-readable names from filenames, upserts via onConflictDoUpdate
+- Wired npm run seed:forms with DOTENV_CONFIG_PATH=.env.local prefix for correct env loading
+- Tracked seeds/forms/ directory in git via .gitkeep placeholder
+
+## Task Commits
+
+Each task was committed atomically:
+
+1. **Task 1: Add formTemplates table and extend documents table in schema.ts** - `bbbbdbe` (feat)
+2. **Task 2: Create seed script and wire npm run seed:forms** - `f82364d` (feat)
+
+**Plan metadata:** (docs commit below)
+
+## Files Created/Modified
+- `teressa-copeland-homes/src/lib/db/schema.ts` - Added formTemplates table; added formTemplateId + filePath to documents
+- `teressa-copeland-homes/drizzle/0002_wealthy_zzzax.sql` - Migration: CREATE TABLE form_templates + ALTER TABLE documents
+- `teressa-copeland-homes/drizzle/meta/0002_snapshot.json` - Drizzle schema snapshot
+- `teressa-copeland-homes/drizzle/meta/_journal.json` - Updated migration journal
+- `teressa-copeland-homes/scripts/seed-forms.ts` - CLI seed script for form_templates from seeds/forms/*.pdf
+- `teressa-copeland-homes/package.json` - Added seed:forms npm script
+- `teressa-copeland-homes/seeds/forms/.gitkeep` - Tracks seed directory in git
+
+## Decisions Made
+- text PK (not integer) for formTemplates.id — consistent with crypto.randomUUID() pattern throughout schema.ts
+- formTemplateId and filePath are nullable — custom uploads have no template; legacy documents rows need no file path
+- onConflictDoUpdate on filename — filename is the natural unique key for idempotent monthly sync re-runs
+- DOTENV_CONFIG_PATH=.env.local prefix on seed:forms — mirrors Phase 3 seed script decision; dotenv/config reads .env by default
+
+## Deviations from Plan
+
+None - plan executed exactly as written.
+
+## Issues Encountered
+None.
+
+## User Setup Required
+None - no external service configuration required.
+
+## Next Phase Readiness
+- form_templates table and documents extensions ready for Phase 4 Plans 02-04
+- seeds/forms/ is empty; Teressa populates it by downloading PDFs from the SkySlope portal and running npm run seed:forms
+- Monthly sync workflow: add/replace PDFs in seeds/forms/, re-run npm run seed:forms (idempotent via onConflictDoUpdate)
+
+---
+*Phase: 04-pdf-ingest*
+*Completed: 2026-03-19*