c830951afe
- Create 04-01-SUMMARY.md: form_templates schema + seed:forms CLI - Update STATE.md: position advanced to Phase 4 Plan 1 complete - Update ROADMAP.md: Phase 04 plan progress (1/4 complete) - Mark requirements DOC-01, DOC-02 complete in REQUIREMENTS.md Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
116 lines
5.0 KiB
Markdown
116 lines
5.0 KiB
Markdown
---
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phase: 04-pdf-ingest
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plan: 01
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subsystem: database
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tags: [drizzle, postgres, schema, migrations, seed, form-templates]
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# Dependency graph
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requires:
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- phase: 03-agent-portal-shell
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provides: documents table and portal data layer this plan extends
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provides:
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- form_templates table with id (text PK), name, filename (unique), createdAt, updatedAt
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- documents table extended with formTemplateId (nullable FK) and filePath (nullable text)
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- Drizzle migration 0002 applied to local PostgreSQL
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- seeds/forms/ directory tracked via .gitkeep
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- npm run seed:forms CLI: reads seeds/forms/*.pdf, upserts into form_templates via onConflictDoUpdate
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affects: [04-02, 04-03, 04-04]
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- DOTENV_CONFIG_PATH=.env.local prefix for tsx seed scripts (mirrors Phase 3 pattern)
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- onConflictDoUpdate on filename for idempotent form template upserts
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- formTemplates table placed above documents table in schema.ts to satisfy FK forward-reference
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key-files:
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created:
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- teressa-copeland-homes/scripts/seed-forms.ts
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- teressa-copeland-homes/seeds/forms/.gitkeep
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- teressa-copeland-homes/drizzle/0002_wealthy_zzzax.sql
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- teressa-copeland-homes/drizzle/meta/0002_snapshot.json
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modified:
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- teressa-copeland-homes/src/lib/db/schema.ts
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- teressa-copeland-homes/package.json
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- teressa-copeland-homes/drizzle/meta/_journal.json
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key-decisions:
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- "formTemplates table uses text PK (crypto.randomUUID()) — consistent with all other tables in schema.ts"
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- "seed:forms uses DOTENV_CONFIG_PATH=.env.local prefix — dotenv/config reads .env by default but project uses .env.local"
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- "formTemplateId and filePath are nullable — custom uploads have no template, legacy rows have no file path"
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- "onConflictDoUpdate on filename column — enables idempotent monthly re-run when PDFs change names"
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patterns-established:
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- "Seed scripts: DOTENV_CONFIG_PATH=.env.local npx tsx scripts/<script>.ts pattern for all future seed commands"
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- "Schema ordering: tables with FK references must come after the referenced table in schema.ts"
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requirements-completed: [DOC-01, DOC-02]
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# Metrics
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duration: 8min
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completed: 2026-03-19
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---
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# Phase 4 Plan 01: PDF Ingest Data Layer Summary
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**Drizzle form_templates table + documents schema extension + idempotent npm run seed:forms CLI for monthly SkySlope PDF sync**
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## Performance
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- **Duration:** ~8 min
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- **Started:** 2026-03-19T21:30:00Z
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- **Completed:** 2026-03-19T21:38:00Z
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- **Tasks:** 2
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- **Files modified:** 6
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## Accomplishments
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- Added form_templates table to PostgreSQL via Drizzle migration (id text PK, name, filename unique, createdAt, updatedAt)
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- Extended documents table with formTemplateId (nullable FK to form_templates) and filePath (nullable text)
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- Created seed-forms.ts script that reads seeds/forms/, derives human-readable names from filenames, upserts via onConflictDoUpdate
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- Wired npm run seed:forms with DOTENV_CONFIG_PATH=.env.local prefix for correct env loading
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- Tracked seeds/forms/ directory in git via .gitkeep placeholder
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Add formTemplates table and extend documents table in schema.ts** - `bbbbdbe` (feat)
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2. **Task 2: Create seed script and wire npm run seed:forms** - `f82364d` (feat)
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**Plan metadata:** (docs commit below)
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## Files Created/Modified
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- `teressa-copeland-homes/src/lib/db/schema.ts` - Added formTemplates table; added formTemplateId + filePath to documents
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- `teressa-copeland-homes/drizzle/0002_wealthy_zzzax.sql` - Migration: CREATE TABLE form_templates + ALTER TABLE documents
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- `teressa-copeland-homes/drizzle/meta/0002_snapshot.json` - Drizzle schema snapshot
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- `teressa-copeland-homes/drizzle/meta/_journal.json` - Updated migration journal
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- `teressa-copeland-homes/scripts/seed-forms.ts` - CLI seed script for form_templates from seeds/forms/*.pdf
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- `teressa-copeland-homes/package.json` - Added seed:forms npm script
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- `teressa-copeland-homes/seeds/forms/.gitkeep` - Tracks seed directory in git
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## Decisions Made
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- text PK (not integer) for formTemplates.id — consistent with crypto.randomUUID() pattern throughout schema.ts
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- formTemplateId and filePath are nullable — custom uploads have no template; legacy documents rows need no file path
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- onConflictDoUpdate on filename — filename is the natural unique key for idempotent monthly sync re-runs
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- DOTENV_CONFIG_PATH=.env.local prefix on seed:forms — mirrors Phase 3 seed script decision; dotenv/config reads .env by default
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## Deviations from Plan
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None - plan executed exactly as written.
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## Issues Encountered
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None.
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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- form_templates table and documents extensions ready for Phase 4 Plans 02-04
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- seeds/forms/ is empty; Teressa populates it by downloading PDFs from the SkySlope portal and running npm run seed:forms
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- Monthly sync workflow: add/replace PDFs in seeds/forms/, re-run npm run seed:forms (idempotent via onConflictDoUpdate)
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---
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*Phase: 04-pdf-ingest*
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*Completed: 2026-03-19*
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