docs(04-pdf-ingest): create phase 4 plan (4 plans, 4 waves)

Plans 04-01 through 04-04 cover DOC-01, DOC-02, DOC-03:
schema/seed, API routes, UI modal + PDF viewer, human verification.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Chandler Copeland
2026-03-19 21:28:39 -06:00
parent 521646f312
commit c896fa5e82
5 changed files with 1081 additions and 2 deletions

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@@ -81,9 +81,13 @@ Plans:
2. Agent can view the uploaded PDF rendered in the browser on the document detail page
3. The forms library reflects updated forms on at least a monthly basis (automated sync or manual re-upload path defined and working)
4. Uploaded PDFs are stored in the local uploads directory (Docker volume on home server) and survive server restarts
**Plans**: TBD
**Plans**: 4 plans
Plans: none yet
Plans:
- [ ] 04-01-PLAN.md — Schema (form_templates + documents columns), migration, seed script
- [ ] 04-02-PLAN.md — API routes: forms-library, documents POST, documents/[id]/file
- [ ] 04-03-PLAN.md — Add Document modal, PDF viewer page, react-pdf install
- [ ] 04-04-PLAN.md — Full Phase 4 human verification checkpoint
### Phase 5: PDF Fill and Field Mapping
**Goal**: Agent can place signature fields on any page of a PDF and fill in client/property text fields before sending