docs(01): create phase plan — 2 plans for database schema and backend API

.planning/phases/01-database-schema-backend-api/01-01-PLAN.md

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+---
+phase: 01-database-schema-backend-api
+plan: 01
+type: execute
+wave: 1
+depends_on: []
+files_modified:
+  - database/migrations/YYYY_MM_DD_HHMMSS_create_notes_table.php
+  - app/Models/Note.php
+  - app/Models/Member.php
+  - app/Providers/AppServiceProvider.php
+  - database/factories/NoteFactory.php
+autonomous: true
+
+must_haves:
+  truths:
+    - "Notes table exists with polymorphic columns (notable_type, notable_id) and composite index"
+    - "Note model has morphTo relationship to notable and belongsTo relationship to author (User)"
+    - "Member model has morphMany relationship to notes ordered by created_at desc"
+    - "Morph map registered in AppServiceProvider maps 'member' to Member::class"
+    - "NoteFactory can generate test notes with forMember() state method"
+  artifacts:
+    - path: "database/migrations/*_create_notes_table.php"
+      provides: "Notes table schema with polymorphic columns and indexes"
+      contains: "morphs('notable')"
+    - path: "app/Models/Note.php"
+      provides: "Note model with relationships"
+      exports: ["Note"]
+      min_lines: 25
+    - path: "app/Models/Member.php"
+      provides: "notes() morphMany relationship added to existing model"
+      contains: "morphMany(Note::class"
+    - path: "app/Providers/AppServiceProvider.php"
+      provides: "Morph map registration for namespace safety"
+      contains: "enforceMorphMap"
+    - path: "database/factories/NoteFactory.php"
+      provides: "Factory for test note creation"
+      contains: "forMember"
+  key_links:
+    - from: "app/Models/Note.php"
+      to: "app/Models/Member.php"
+      via: "morphTo/morphMany polymorphic relationship"
+      pattern: "morphTo|morphMany"
+    - from: "app/Models/Note.php"
+      to: "app/Models/User.php"
+      via: "belongsTo author relationship"
+      pattern: "belongsTo.*User::class.*author_user_id"
+    - from: "app/Providers/AppServiceProvider.php"
+      to: "app/Models/Member.php"
+      via: "Morph map registration"
+      pattern: "enforceMorphMap.*member.*Member::class"
+---
+
+<objective>
+Create the database foundation for the member notes system: migration, Note model with polymorphic relationships, Member model relationship addition, morph map registration, and test factory.
+
+Purpose: Establishes the data layer that all subsequent note features depend on. Without this, no notes can be stored or queried.
+Output: Notes table in database, Note model, Member->notes relationship, NoteFactory for testing.
+</objective>
+
+<execution_context>
+@/Users/gbanyan/.claude/get-shit-done/workflows/execute-plan.md
+@/Users/gbanyan/.claude/get-shit-done/templates/summary.md
+</execution_context>
+
+<context>
+@.planning/PROJECT.md
+@.planning/ROADMAP.md
+@.planning/STATE.md
+@.planning/phases/01-database-schema-backend-api/01-RESEARCH.md
+
+@app/Models/Member.php
+@app/Models/CustomFieldValue.php
+@app/Providers/AppServiceProvider.php
+@database/factories/MemberFactory.php
+</context>
+
+<tasks>
+
+<task type="auto">
+  <name>Task 1: Create notes migration and Note model with polymorphic relationships</name>
+  <files>
+    database/migrations/YYYY_MM_DD_HHMMSS_create_notes_table.php
+    app/Models/Note.php
+  </files>
+  <action>
+    Create migration using `php artisan make:migration create_notes_table`. In the migration:
+    - `$table->id()`
+    - `$table->morphs('notable')` — creates notable_type (string), notable_id (unsignedBigInteger), and composite index on [notable_type, notable_id] automatically
+    - `$table->longText('content')` — note text content
+    - `$table->foreignId('author_user_id')->constrained('users')->cascadeOnDelete()` — links to User who wrote the note
+    - `$table->timestamps()`
+    - `$table->index('created_at')` — for chronological sorting queries
+
+    Create `app/Models/Note.php`:
+    - Use `HasFactory` trait
+    - `$fillable`: notable_type, notable_id, content, author_user_id
+    - `notable()` method returning `$this->morphTo()` (MorphTo relationship)
+    - `author()` method returning `$this->belongsTo(User::class, 'author_user_id')` (BelongsTo relationship)
+    - Follow existing model patterns from CustomFieldValue.php (same polymorphic pattern)
+
+    Run `php artisan migrate` to apply the migration.
+  </action>
+  <verify>
+    Run `php artisan migrate:status` and confirm the create_notes_table migration shows as "Ran".
+    Run `php artisan tinker --execute="Schema::hasTable('notes')"` and confirm it returns true.
+    Run `php artisan tinker --execute="Schema::getColumnListing('notes')"` and confirm columns: id, notable_type, notable_id, content, author_user_id, created_at, updated_at.
+  </verify>
+  <done>
+    Notes table exists in database with all columns (id, notable_type, notable_id, content, author_user_id, created_at, updated_at), composite index on [notable_type, notable_id], and index on created_at. Note model exists with notable() morphTo and author() belongsTo relationships.
+  </done>
+</task>
+
+<task type="auto">
+  <name>Task 2: Add Member relationship, morph map, and test factory</name>
+  <files>
+    app/Models/Member.php
+    app/Providers/AppServiceProvider.php
+    database/factories/NoteFactory.php
+  </files>
+  <action>
+    In `app/Models/Member.php`:
+    - Add `use Illuminate\Database\Eloquent\Relations\MorphMany;` import
+    - Add `notes()` method returning `$this->morphMany(Note::class, 'notable')->orderBy('created_at', 'desc')` — default ordering newest first for display
+    - Add `use App\Models\Note;` import
+    - Place the method near existing relationship methods (after payments, user, etc.)
+
+    In `app/Providers/AppServiceProvider.php`:
+    - Add `use Illuminate\Database\Eloquent\Relations\Relation;` import
+    - Add `use App\Models\Member;` import
+    - In `boot()` method, add: `Relation::enforceMorphMap(['member' => Member::class]);`
+    - This ensures 'member' is stored in notable_type column instead of the full class name 'App\Models\Member', protecting against future namespace refactoring
+
+    Create `database/factories/NoteFactory.php`:
+    - Follow existing MemberFactory pattern
+    - `definition()` returns: notable_type => 'member' (uses morph map alias, NOT Member::class), notable_id => Member::factory(), content => $this->faker->paragraph(), author_user_id => User::factory()
+    - Add `forMember(Member $member)` state method that sets notable_type => 'member', notable_id => $member->id
+    - Add `byAuthor(User $user)` state method that sets author_user_id => $user->id
+  </action>
+  <verify>
+    Run `php artisan tinker --execute="use App\Models\Member; use App\Models\Note; echo (new Member)->notes() instanceof \Illuminate\Database\Eloquent\Relations\MorphMany ? 'OK' : 'FAIL';"` and confirm "OK".
+    Run `php artisan tinker --execute="use Illuminate\Database\Eloquent\Relations\Relation; echo json_encode(Relation::morphMap());"` and confirm output contains "member" key mapping to Member class.
+    Run `php artisan tinker --execute="use App\Models\Note; echo class_exists(\Database\Factories\NoteFactory::class) ? 'OK' : 'FAIL';"` and confirm "OK".
+  </verify>
+  <done>
+    Member model has notes() morphMany relationship returning notes ordered by created_at desc. AppServiceProvider registers morph map with 'member' => Member::class. NoteFactory exists with definition(), forMember(), and byAuthor() state methods.
+  </done>
+</task>
+
+</tasks>
+
+<verification>
+Run `php artisan migrate:fresh --seed` to confirm migration works cleanly with existing seeders.
+Run `php artisan tinker` and execute:
+```php
+use App\Models\Member;
+use App\Models\User;
+use App\Models\Note;
+
+$user = User::first();
+$member = Member::first();
+$note = $member->notes()->create(['content' => 'Test note', 'author_user_id' => $user->id]);
+echo $note->id . ' - ' . $note->notable_type . ' - ' . $note->content;
+echo $note->author->name;
+echo $member->notes()->count();
+```
+All commands should execute without errors. The notable_type should show 'member' (not 'App\Models\Member') due to the morph map.
+</verification>
+
+<success_criteria>
+1. Notes table exists with all required columns and indexes
+2. Note model has working morphTo and belongsTo relationships
+3. Member model has working morphMany notes relationship (ordered by created_at desc)
+4. Morph map stores 'member' string (not full class name) in notable_type
+5. NoteFactory can create notes with forMember() and byAuthor() state methods
+6. `php artisan migrate:fresh --seed` runs without errors
+</success_criteria>
+
+<output>
+After completion, create `.planning/phases/01-database-schema-backend-api/01-01-SUMMARY.md`
+</output>