red/.planning/phases/04-pdf-ingest/04-01-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
04-pdf-ingest	01	database	drizzle postgres schema migrations seed form-templates	phase provides 03-agent-portal-shell documents table and portal data layer this plan extends	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	04-02 04-03 04-04	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	created modified 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 teressa-copeland-homes/src/lib/db/schema.ts teressa-copeland-homes/package.json teressa-copeland-homes/drizzle/meta/_journal.json	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	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	DOC-01 DOC-02	8min	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