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