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

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- 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>
This commit is contained in:
Chandler Copeland
2026-03-19 21:34:51 -06:00
parent f82364d2c7
commit c830951afe
3 changed files with 144 additions and 25 deletions
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28
.planning/REQUIREMENTS.md
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@@ -21,14 +21,14 @@
### Client Management ### Client Management
- [ ] **CLIENT-01**: Agent can create a client record with name and email address - [x] **CLIENT-01**: Agent can create a client record with name and email address
- [ ] **CLIENT-02**: Agent can view a list of all clients - [x] **CLIENT-02**: Agent can view a list of all clients
- [ ] **CLIENT-03**: Agent can view a client's profile and their associated documents - [x] **CLIENT-03**: Agent can view a client's profile and their associated documents
### Document Management ### Document Management
- [ ] **DOC-01**: Agent can browse and import PDF forms from the utahrealestate.com vendor API (vendor.utahrealestate.com/webapi) — investigate API capability; fall back to manual upload if forms API is not available - [x] **DOC-01**: Agent can browse and import PDF forms from the utahrealestate.com vendor API (vendor.utahrealestate.com/webapi) — investigate API capability; fall back to manual upload if forms API is not available
- [ ] **DOC-02**: Forms library syncs automatically on at least a monthly basis to reflect new/updated forms - [x] **DOC-02**: Forms library syncs automatically on at least a monthly basis to reflect new/updated forms
- [ ] **DOC-03**: Agent can view an imported PDF document in the browser - [ ] **DOC-03**: Agent can view an imported PDF document in the browser
- [ ] **DOC-04**: Agent can drag-and-drop to place signature fields on any page of a PDF document - [ ] **DOC-04**: Agent can drag-and-drop to place signature fields on any page of a PDF document
- [ ] **DOC-05**: Agent can fill in text fields on a document (property address, client names, dates, prices) before sending - [ ] **DOC-05**: Agent can fill in text fields on a document (property address, client names, dates, prices) before sending
@@ -36,8 +36,8 @@
### Dashboard ### Dashboard
- [ ] **DASH-01**: Agent can see all documents with their current status: Draft / Sent / Viewed / Signed - [x] **DASH-01**: Agent can see all documents with their current status: Draft / Sent / Viewed / Signed
- [ ] **DASH-02**: Agent can see which client each document was sent to and when - [x] **DASH-02**: Agent can see which client each document was sent to and when
### Signing Flow ### Signing Flow
@@ -114,13 +114,13 @@ Which phases cover which requirements. Updated during roadmap creation.
| MKTG-02 | Phase 2 | Complete | | MKTG-02 | Phase 2 | Complete |
| MKTG-03 | Phase 2 | Complete | | MKTG-03 | Phase 2 | Complete |
| MKTG-04 | Phase 2 | Complete | | MKTG-04 | Phase 2 | Complete |
| CLIENT-01 | Phase 3 | Pending | | CLIENT-01 | Phase 3 | Complete |
| CLIENT-02 | Phase 3 | Pending | | CLIENT-02 | Phase 3 | Complete |
| CLIENT-03 | Phase 3 | Pending | | CLIENT-03 | Phase 3 | Complete |
| DASH-01 | Phase 3 | Pending | | DASH-01 | Phase 3 | Complete |
| DASH-02 | Phase 3 | Pending | | DASH-02 | Phase 3 | Complete |
| DOC-01 | Phase 4 | Pending | | DOC-01 | Phase 4 | Complete |
| DOC-02 | Phase 4 | Pending | | DOC-02 | Phase 4 | Complete |
| DOC-03 | Phase 4 | Pending | | DOC-03 | Phase 4 | Pending |
| DOC-04 | Phase 5 | Pending | | DOC-04 | Phase 5 | Pending |
| DOC-05 | Phase 5 | Pending | | DOC-05 | Phase 5 | Pending |

26
.planning/STATE.md
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@@ -3,12 +3,12 @@ gsd_state_version: 1.0
milestone: v1.0 milestone: v1.0
milestone_name: milestone milestone_name: milestone
status: unknown status: unknown
last_updated: "2026-03-19T22:53:59.607Z" last_updated: "2026-03-19T21:40:00Z"
progress: progress:
total_phases: 3 total_phases: 7
completed_phases: 3 completed_phases: 3
total_plans: 10 total_plans: 14
completed_plans: 10 completed_plans: 11
--- ---
# Project State # Project State
@@ -18,16 +18,16 @@ progress:
See: .planning/PROJECT.md (updated 2026-03-19) 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. **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 ## Current Position
Phase: 3 of 7 (Agent Portal Shell) — Complete Phase: 4 of 7 (PDF Ingest) — In Progress
Plan: 03-04 complete (4 of 4 plans in phase complete) Plan: 04-01 complete (1 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 Status: Plan 04-01 complete — form_templates table + documents schema extension + migration applied + npm run seed:forms working
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 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 ## Performance Metrics
@@ -53,6 +53,7 @@ Progress: [██████░░░░] 60%
| Phase 03-agent-portal-shell P02 | 8 | 3 tasks | 5 files | | 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 P03 | 9 | 3 tasks | 7 files |
| Phase 03-agent-portal-shell P04 | 5 | 2 tasks | 3 files | | Phase 03-agent-portal-shell P04 | 5 | 2 tasks | 3 files |
| Phase 04-pdf-ingest P01 | 8 | 2 tasks | 7 files |
## Accumulated Context ## 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]: 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]: 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 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 ### Pending Todos
@@ -104,5 +108,5 @@ None yet.
## Session Continuity ## Session Continuity
Last session: 2026-03-19 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 Resume file: None

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.planning/phases/04-pdf-ingest/04-01-SUMMARY.md Normal file
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@@ -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*