red/.planning/phases/04-pdf-ingest/04-02-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	02	api	next.js api-routes pdf authentication file-upload path-traversal	phase provides 04-pdf-ingest form_templates table + documents schema extension + seeds/forms/ directory phase provides 03-agent-portal-shell auth pattern (auth() from @/lib/auth), db pattern, portal data layer	GET /api/forms-library — authenticated form template list ordered by name POST /api/documents — creates document record + copies seed PDF or writes custom upload to uploads/clients/{clientId}/{uuid}.pdf GET /api/documents/[id]/file — authenticated PDF streaming with path traversal guard	04-03 04-04	added patterns node:fs/promises (copyFile, mkdir, writeFile, readFile) for local file operations — no cloud storage Path traversal guard destPath.startsWith(UPLOADS_DIR) before any fs write uploads/ kept outside public/ — files never served as static assets Relative paths stored in DB (clients/{clientId}/{uuid}.pdf) — not absolute paths content-type header branching for multipart/form-data vs JSON in POST handler	created modified teressa-copeland-homes/src/app/api/forms-library/route.ts teressa-copeland-homes/src/app/api/documents/route.ts teressa-copeland-homes/src/app/api/documents/[id]/file/route.ts	uploads/ directory at project root (not under public/) — PDFs never accessible without auth Relative paths stored in DB (clients/{clientId}/{uuid}.pdf) — absolute paths would break on server move Path traversal guard on both write (POST) and read (GET /file) — prevents directory escape via malicious clientId or filePath content-type branching in POST — single endpoint handles both form-data (custom upload) and JSON (template copy)	File serving routes: always guard with startsWith(BASE_DIR) before readFile File writing routes: always guard with startsWith(UPLOADS_DIR) before copyFile/writeFile params is a Promise in Next.js 15 App Router dynamic routes — always await params before destructuring	DOC-01 DOC-02	1min	2026-03-20

Phase 4 Plan 02: PDF API Routes Summary

Three authenticated Next.js API routes: forms library list, document creation with seed-copy or file-upload, and path-traversal-guarded PDF streaming — PDFs never exposed as public static assets

Performance

• Duration: ~1 min
• Started: 2026-03-20T03:36:04Z
• Completed: 2026-03-20T03:37:09Z
• Tasks: 2
• Files modified: 3

Accomplishments

• Created GET /api/forms-library that returns authenticated JSON list of form_templates ordered by name
• Created POST /api/documents that handles both template-copy (JSON body) and custom-upload (multipart/form-data) paths, writes to uploads/clients/{clientId}/{uuid}.pdf, inserts documents row
• Created GET /api/documents/[id]/file that streams PDF bytes with Content-Type: application/pdf, guarded by path traversal check
• All three routes return 401 for unauthenticated requests
• uploads/ directory at project root (not under public/), so no file is accessible without going through auth

Task Commits

Each task was committed atomically:

1. Task 1: GET /api/forms-library authenticated template list - e0f180c (feat)
2. Task 2: POST /api/documents and GET /api/documents/[id]/file routes - 32e129c (feat)

Plan metadata: (docs commit below)

Files Created/Modified

• teressa-copeland-homes/src/app/api/forms-library/route.ts - Authenticated GET: queries form_templates ordered by name, returns JSON array
• teressa-copeland-homes/src/app/api/documents/route.ts - Authenticated POST: branches on content-type, copies/writes PDF to uploads/, inserts documents row
• teressa-copeland-homes/src/app/api/documents/[id]/file/route.ts - Authenticated GET: streams PDF from uploads/ with path traversal guard

Decisions Made

• uploads/ at project root not under public/ — PDFs only served through authenticated routes, never as static files
• Relative paths stored in DB (e.g. clients/abc/uuid.pdf) — absolute paths break if the project moves; always join with UPLOADS_BASE at read time
• Path traversal guard on both write and read operations — a malicious clientId like ../../etc would be caught before any fs operation
• content-type branching in single POST endpoint — keeps document creation API surface minimal for the UI in Plan 03

Deviations from Plan

None - plan executed exactly as written.

Issues Encountered

None.

User Setup Required

None - no external service configuration required.

Next Phase Readiness

• All three API routes deployed and responding with correct auth behavior
• Plan 03 (UI) can call POST /api/documents with clientId + formTemplateId (JSON) or clientId + file (multipart)
• Plan 03 can call GET /api/forms-library to populate the modal selector
• Plan 04 (document management) can call GET /api/documents/[id]/file to preview or download PDFs

---

Phase: 04-pdf-ingest Completed: 2026-03-20

Self-Check: PASSED

• forms-library/route.ts: FOUND
• documents/route.ts: FOUND
• documents/[id]/file/route.ts: FOUND
• 04-02-SUMMARY.md: FOUND
• commit e0f180c: FOUND
• commit 32e129c: FOUND