usher-manage-stack/.planning/phases/01-database-schema-backend-api/01-01-SUMMARY.md

---
phase: 01-database-schema-backend-api
plan: 01
subsystem: member-notes
tags: [database, polymorphic-relationships, migrations, models]
dependency_graph:
  requires: []
  provides:
    - notes_table_schema
    - note_model_with_relationships
    - member_notes_relationship
    - note_factory_for_testing
  affects:
    - app/Models/Member.php
    - app/Providers/AppServiceProvider.php
tech_stack:
  added:
    - polymorphic_morph_map_for_member
  patterns:
    - polymorphic_relationships_via_morphTo_morphMany
    - morph_map_for_namespace_safety
key_files:
  created:
    - database/migrations/2026_02_13_120230_create_notes_table.php
    - app/Models/Note.php
    - database/factories/NoteFactory.php
  modified:
    - app/Models/Member.php
    - app/Providers/AppServiceProvider.php
decisions:
  - decision: Use morphMap instead of enforceMorphMap
    rationale: Spatie Laravel Permission uses polymorphic relationships; enforceMorphMap breaks third-party packages
    impact: Namespace protection for our models without breaking existing functionality
metrics:
  duration: 3
  completed_at: 2026-02-13T04:05:50Z
  tasks_completed: 2
  deviations: 1
---

# Phase 01 Plan 01: Database Foundation for Member Notes System

**One-liner:** Polymorphic notes table with Member relationship, Note model with author tracking, and factory for testing

## Objective

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.

This establishes the data layer that all subsequent note features depend on.

## Execution Summary

### Tasks Completed

| Task | Name | Commit | Files |
|------|------|--------|-------|
| 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 |
| 2 | Add Member relationship, morph map, and test factory | 4ca7530 | app/Models/Member.php, app/Providers/AppServiceProvider.php, database/factories/NoteFactory.php |
| - | Fix morph map enforcement to avoid breaking Spatie | 2e9b17e | app/Providers/AppServiceProvider.php |

### What Was Built

**Database Schema:**
- Notes table with polymorphic columns (notable_type, notable_id)
- Foreign key to users table for author tracking (author_user_id)
- Composite index on (notable_type, notable_id) for query performance
- Index on created_at for chronological sorting

**Models:**
- Note model with:
  - `notable()` morphTo relationship (polymorphic parent)
  - `author()` belongsTo relationship (User who wrote the note)
  - Fillable fields: notable_type, notable_id, content, author_user_id

- Member model enhanced with:
  - `notes()` morphMany relationship (ordered by created_at desc)

**Infrastructure:**
- Morph map registration in AppServiceProvider ('member' => Member::class)
- NoteFactory with `forMember()` and `byAuthor()` state methods

### Verification Results

All success criteria met:

1. Notes table exists with all required columns (id, notable_type, notable_id, content, author_user_id, created_at, updated_at) and indexes ✓
2. Note model has working morphTo (notable) and belongsTo (author) relationships ✓
3. Member model has working morphMany notes relationship ordered by created_at desc ✓
4. Morph map stores 'member' string (not full class name 'App\Models\Member') in notable_type ✓
5. NoteFactory can create notes with forMember() and byAuthor() state methods ✓
6. `php artisan migrate:fresh --seed` runs without errors ✓

**Verification test output:**
```
Note ID: 1
Notable type: member
Content: Test note content
Author: Test User
Count: 1
```

## Deviations from Plan

### Auto-fixed Issues

**1. [Rule 1 - Bug] Fixed morph map enforcement breaking Spatie Laravel Permission**
- **Found during:** Task 2 verification
- **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.
- **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.
- **Files modified:** app/Providers/AppServiceProvider.php
- **Commit:** 2e9b17e

## Key Decisions

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.

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.

3. **Default ordering**: The notes() relationship on Member orders by created_at desc by default, showing newest notes first for display purposes.

4. **Author tracking**: Each note links to the User who created it via author_user_id foreign key, enabling audit trail and attribution.

## Technical Notes

- The Note model follows the same polymorphic pattern as CustomFieldValue (also uses morphTo)
- The migration creates a composite index on (notable_type, notable_id) automatically via morphs()
- Additional index on created_at for efficient chronological queries
- NoteFactory uses the morph map alias 'member' in its definition (not Member::class)
- Cascade delete on author_user_id ensures referential integrity

## Dependencies

**Requires:**
- Existing User model (for author relationship)
- Existing Member model (for notes relationship)

**Provides for future plans:**
- notes table schema
- Note model with relationships
- Member->notes() relationship
- NoteFactory for testing

**Affects:**
- Member model (added notes relationship)
- AppServiceProvider (morph map registration)

## Self-Check: PASSED

**Created files verified:**
```
FOUND: database/migrations/2026_02_13_120230_create_notes_table.php
FOUND: app/Models/Note.php
FOUND: database/factories/NoteFactory.php
```

**Modified files verified:**
```
FOUND: app/Models/Member.php (notes relationship added)
FOUND: app/Providers/AppServiceProvider.php (morph map registered)
```

**Commits verified:**
```
FOUND: f2912ba (feat: notes table and Note model)
FOUND: 4ca7530 (feat: Member relationship, morph map, factory)
FOUND: 2e9b17e (fix: morph map enforcement)
```

**Database verification:**
- Notes table exists: YES
- All columns present: YES (id, notable_type, notable_id, content, author_user_id, created_at, updated_at)
- Morph map working: YES (notable_type stores 'member', not 'App\Models\Member')
- Relationships functional: YES (tested in tinker)