red/.planning/phases/03-agent-portal-shell/03-01-SUMMARY.md

phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, requirements-completed, duration, completed

phase	plan	subsystem	tags	requires	provides	affects	tech-stack	key-files	key-decisions	patterns-established	requirements-completed	duration	completed
03-agent-portal-shell	01	database	drizzle postgres pgEnum next-auth middleware routing	phase provides 01-foundation Drizzle schema.ts with users table, auth.config.ts authorized callback, middleware.ts with /agent matcher	clients and documents tables in PostgreSQL with document_status enum Drizzle migration 0001_watery_blindfold.sql /portal/:path* protected via middleware matcher and auth.config.ts authorized callback Post-login redirect lands on /portal/dashboard /agent/dashboard silently forwards to /portal/dashboard	03-02 03-03 03-04 all Phase 3 plans — clients/documents tables and /portal routing are foundations	added patterns pgEnum from drizzle-orm/pg-core pgEnum defined before referencing table documentStatusEnum as named export portal route protection mirrors agent route pattern in authorized callback	created modified teressa-copeland-homes/drizzle/0001_watery_blindfold.sql teressa-copeland-homes/drizzle/meta/0001_snapshot.json teressa-copeland-homes/src/lib/db/schema.ts teressa-copeland-homes/middleware.ts teressa-copeland-homes/src/lib/auth.config.ts teressa-copeland-homes/src/app/agent/(protected)/dashboard/page.tsx	documentStatusEnum exported before documents table — pgEnum must be declared before the table that references it or drizzle-kit may omit the CREATE TYPE statement portal route protection mirrors existing /agent pattern in authorized callback — isPortalRoute check added alongside isAgentRoute, both redirect unauthenticated to /agent/login Post-login redirect changed from /agent/dashboard to /portal/dashboard — agent portal lives at /portal prefix going forward DATABASE_URL not loaded from .env.local by drizzle-kit (uses dotenv/config which reads .env) — migration run with explicit env var; .env.local is sufficient for Next.js dev server	pgEnum: export enum constant before the table that uses it in schema.ts Route protection: add new route prefix to both middleware.ts matcher array AND auth.config.ts authorized callback isPortalRoute check	CLIENT-01 CLIENT-02 CLIENT-03 DASH-01 DASH-02	3min	2026-03-19

Phase 3 Plan 01: Agent Portal Shell — Data & Routing Foundation Summary

Drizzle schema extended with clients + documents tables (document_status pgEnum), migration applied to local PostgreSQL, and /portal/ routes protected via middleware + auth.config.ts with post-login redirect updated to /portal/dashboard*

Performance

• Duration: 3 min
• Started: 2026-03-19T22:16:34Z
• Completed: 2026-03-19T22:19:00Z
• Tasks: 2
• Files modified: 6

Accomplishments

• Added clients and documents tables to Drizzle schema with documentStatusEnum (Draft, Sent, Viewed, Signed), generated and applied migration successfully
• Extended middleware.ts matcher and auth.config.ts authorized callback to protect all /portal/* routes — unauthenticated requests redirect to /agent/login
• Updated post-login redirect from /agent/dashboard to /portal/dashboard, and replaced the old agent dashboard stub with a forward to /portal/dashboard

Task Commits

Each task was committed atomically:

1. Task 1: Extend Drizzle schema with clients and documents tables - f8f8b8f (feat)
2. Task 2: Update middleware and auth config to protect /portal routes - 00f9c7c (feat)

Plan metadata: (pending docs commit)

Files Created/Modified

• teressa-copeland-homes/src/lib/db/schema.ts - Added pgEnum import, documentStatusEnum, clients table, documents table with FK to clients
• teressa-copeland-homes/drizzle/0001_watery_blindfold.sql - Migration: CREATE TYPE document_status AS ENUM, CREATE TABLE clients, CREATE TABLE documents with FK constraint
• teressa-copeland-homes/drizzle/meta/0001_snapshot.json - Drizzle schema snapshot for migration tracking
• teressa-copeland-homes/middleware.ts - Added "/portal/:path*" to matcher array alongside "/agent/:path*"
• teressa-copeland-homes/src/lib/auth.config.ts - Added isPortalRoute check in authorized callback; updated post-login redirect to /portal/dashboard
• teressa-copeland-homes/src/app/agent/(protected)/dashboard/page.tsx - Replaced session-check stub with redirect("/portal/dashboard")

Decisions Made

• documentStatusEnum exported before documents table in schema.ts — pgEnum must precede the table that references it or drizzle-kit generate may silently omit the CREATE TYPE statement from the migration.
• DATABASE_URL not auto-loaded from .env.local by drizzle-kit (dotenv/config reads .env not .env.local) — migration was run with explicit DATABASE_URL=... env prefix. The Next.js dev server reads .env.local correctly so no change needed there.
• Portal route protection mirrors the existing /agent pattern exactly: new isPortalRoute variable, redirect to /agent/login on unauthenticated access.

Deviations from Plan

None - plan executed exactly as written.

Issues Encountered

• drizzle-kit db:migrate initially failed with "url: undefined" because it uses dotenv/config which reads .env, not .env.local. Resolved by passing DATABASE_URL as an explicit env variable prefix to the npm run command. This is a known behavior difference between Next.js (reads .env.local) and drizzle-kit (reads .env).

User Setup Required

None - no external service configuration required. Database is local Docker PostgreSQL already running.

Next Phase Readiness

• clients and documents tables are live in PostgreSQL; Phase 3 plans 02-04 can reference them immediately
• /portal/* route protection is active — any new pages added under /portal/ are automatically protected
• Post-login redirect lands on /portal/dashboard — ready for the dashboard page to be built in plan 03-02
• No blockers for subsequent Phase 3 plans

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Phase: 03-agent-portal-shell Completed: 2026-03-19

Self-Check: PASSED

All files verified present. All commits verified in git log.