docs(01-01): complete database foundation plan
- Add SUMMARY.md documenting all tasks and deviations - Update STATE.md: plan 1 of 2 complete in phase 01 - Update performance metrics: 3 min execution time - Document morph map decision in STATE.md
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.planning/phases/01-database-schema-backend-api/01-01-SUMMARY.md
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---
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phase: 01-database-schema-backend-api
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plan: 01
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subsystem: member-notes
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tags: [database, polymorphic-relationships, migrations, models]
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dependency_graph:
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requires: []
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provides:
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- notes_table_schema
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- note_model_with_relationships
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- member_notes_relationship
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- note_factory_for_testing
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affects:
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- app/Models/Member.php
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- app/Providers/AppServiceProvider.php
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tech_stack:
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added:
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- polymorphic_morph_map_for_member
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patterns:
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- polymorphic_relationships_via_morphTo_morphMany
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- morph_map_for_namespace_safety
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key_files:
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created:
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- database/migrations/2026_02_13_120230_create_notes_table.php
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- app/Models/Note.php
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- database/factories/NoteFactory.php
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modified:
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- app/Models/Member.php
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- app/Providers/AppServiceProvider.php
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decisions:
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- decision: Use morphMap instead of enforceMorphMap
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rationale: Spatie Laravel Permission uses polymorphic relationships; enforceMorphMap breaks third-party packages
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impact: Namespace protection for our models without breaking existing functionality
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metrics:
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duration: 3
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completed_at: 2026-02-13T04:05:50Z
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tasks_completed: 2
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deviations: 1
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---
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# Phase 01 Plan 01: Database Foundation for Member Notes System
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**One-liner:** Polymorphic notes table with Member relationship, Note model with author tracking, and factory for testing
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## Objective
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Create the database foundation for the member notes system: migration with polymorphic columns, Note model with relationships to notable entities and authors, Member model relationship, morph map registration, and test factory.
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This establishes the data layer that all subsequent note features depend on.
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## Execution Summary
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### Tasks Completed
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| Task | Name | Commit | Files |
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|------|------|--------|-------|
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| 1 | Create notes migration and Note model with polymorphic relationships | f2912ba | database/migrations/2026_02_13_120230_create_notes_table.php, app/Models/Note.php |
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| 2 | Add Member relationship, morph map, and test factory | 4ca7530 | app/Models/Member.php, app/Providers/AppServiceProvider.php, database/factories/NoteFactory.php |
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| - | Fix morph map enforcement to avoid breaking Spatie | 2e9b17e | app/Providers/AppServiceProvider.php |
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### What Was Built
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**Database Schema:**
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- Notes table with polymorphic columns (notable_type, notable_id)
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- Foreign key to users table for author tracking (author_user_id)
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- Composite index on (notable_type, notable_id) for query performance
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- Index on created_at for chronological sorting
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**Models:**
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- Note model with:
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- `notable()` morphTo relationship (polymorphic parent)
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- `author()` belongsTo relationship (User who wrote the note)
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- Fillable fields: notable_type, notable_id, content, author_user_id
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- Member model enhanced with:
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- `notes()` morphMany relationship (ordered by created_at desc)
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**Infrastructure:**
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- Morph map registration in AppServiceProvider ('member' => Member::class)
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- NoteFactory with `forMember()` and `byAuthor()` state methods
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### Verification Results
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All success criteria met:
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1. Notes table exists with all required columns (id, notable_type, notable_id, content, author_user_id, created_at, updated_at) and indexes ✓
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2. Note model has working morphTo (notable) and belongsTo (author) relationships ✓
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3. Member model has working morphMany notes relationship ordered by created_at desc ✓
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4. Morph map stores 'member' string (not full class name 'App\Models\Member') in notable_type ✓
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5. NoteFactory can create notes with forMember() and byAuthor() state methods ✓
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6. `php artisan migrate:fresh --seed` runs without errors ✓
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**Verification test output:**
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```
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Note ID: 1
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Notable type: member
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Content: Test note content
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Author: Test User
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Count: 1
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```
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## Deviations from Plan
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### Auto-fixed Issues
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**1. [Rule 1 - Bug] Fixed morph map enforcement breaking Spatie Laravel Permission**
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- **Found during:** Task 2 verification
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- **Issue:** `Relation::enforceMorphMap()` requires ALL polymorphic models to be registered in the map, including third-party packages like Spatie Laravel Permission which uses polymorphic relationships for role/permission assignment. This caused "No morph map defined for model [App\Models\User]" error when running seeders.
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- **Fix:** Changed from `enforceMorphMap()` to `morphMap()` in AppServiceProvider. This still provides namespace protection for our custom models (preventing issues if we refactor namespaces) but doesn't break third-party packages that use polymorphic relationships.
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- **Files modified:** app/Providers/AppServiceProvider.php
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- **Commit:** 2e9b17e
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## Key Decisions
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1. **Polymorphic relationship pattern**: Used morphs() in migration which automatically creates notable_type (string), notable_id (unsignedBigInteger), and composite index. This matches the existing pattern in CustomFieldValue.php.
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2. **Morph map alias**: Registered 'member' as the morph map alias for Member::class. This means the database stores 'member' instead of 'App\Models\Member' in the notable_type column, protecting against future namespace refactoring.
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3. **Default ordering**: The notes() relationship on Member orders by created_at desc by default, showing newest notes first for display purposes.
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4. **Author tracking**: Each note links to the User who created it via author_user_id foreign key, enabling audit trail and attribution.
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## Technical Notes
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- The Note model follows the same polymorphic pattern as CustomFieldValue (also uses morphTo)
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- The migration creates a composite index on (notable_type, notable_id) automatically via morphs()
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- Additional index on created_at for efficient chronological queries
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- NoteFactory uses the morph map alias 'member' in its definition (not Member::class)
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- Cascade delete on author_user_id ensures referential integrity
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## Dependencies
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**Requires:**
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- Existing User model (for author relationship)
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- Existing Member model (for notes relationship)
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**Provides for future plans:**
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- notes table schema
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- Note model with relationships
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- Member->notes() relationship
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- NoteFactory for testing
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**Affects:**
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- Member model (added notes relationship)
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- AppServiceProvider (morph map registration)
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## Self-Check: PASSED
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**Created files verified:**
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```
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FOUND: database/migrations/2026_02_13_120230_create_notes_table.php
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FOUND: app/Models/Note.php
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FOUND: database/factories/NoteFactory.php
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```
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**Modified files verified:**
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```
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FOUND: app/Models/Member.php (notes relationship added)
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FOUND: app/Providers/AppServiceProvider.php (morph map registered)
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```
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**Commits verified:**
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```
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FOUND: f2912ba (feat: notes table and Note model)
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FOUND: 4ca7530 (feat: Member relationship, morph map, factory)
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FOUND: 2e9b17e (fix: morph map enforcement)
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```
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**Database verification:**
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- Notes table exists: YES
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- All columns present: YES (id, notable_type, notable_id, content, author_user_id, created_at, updated_at)
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- Morph map working: YES (notable_type stores 'member', not 'App\Models\Member')
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- Relationships functional: YES (tested in tinker)
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