---
phase: 11.1-agent-and-client-initials
verified: 2026-03-21T00:00:00Z
status: human_needed
score: 6/7 must-haves automated-verified
re_verification: false
human_verification:
  - test: "Agent initials draw-save-thumbnail round-trip on /portal/profile"
    expected: "Drawing on the 80px canvas and clicking Save Initials replaces canvas with thumbnail and shows Update Initials button"
    why_human: "SignaturePad canvas interaction and resulting UI state transition cannot be verified programmatically"
  - test: "Update Initials replaces saved thumbnail"
    expected: "Clicking Update Initials reopens the canvas; drawing and saving new initials updates the thumbnail"
    why_human: "Requires live UI interaction — state transition from thumbnail view back to canvas view"
  - test: "Orange Agent Initials token appears as 7th token in FieldPlacer palette, visually distinct from purple Initials"
    expected: "Palette shows 7 tokens; agent-initials is orange (#ea580c); client Initials token is still purple (#7c3aed)"
    why_human: "Visual distinction and palette layout require a real browser render"
  - test: "Place an agent-initials field and prepare — initials PNG embedded at correct coordinates in prepared PDF"
    expected: "Prepared PDF contains the initials image at the exact position where the orange field was dropped; no agent-initials overlay visible to client on signing page"
    why_human: "PDF embedding at correct coordinates and client-visibility isolation require live end-to-end test"
  - test: "Existing client-initials (purple Initials token) flow fully intact"
    expected: "Purple placeholder drawn at prepare time; client signing session shows interactive overlay; Add Initials modal opens and embeds initials in signed PDF"
    why_human: "Full signing session requires a live browser and real token link — cannot verify statically"
---

# Phase 11.1: Agent and Client Initials Verification Report

**Phase Goal:** Add agent initials draw/save/place/embed flow — mirroring Phase 11 agent-signature pattern — while leaving the existing client 'initials' pipeline completely untouched.
**Verified:** 2026-03-21
**Status:** human_needed (all automated checks passed; 5 human-only behaviors remain)
**Re-verification:** No — initial verification

---

## Goal Achievement

### Observable Truths

| #  | Truth | Status | Evidence |
|----|-------|--------|----------|
| 1  | Agent can navigate to /portal/profile and see both Agent Signature section and Agent Initials section | ? NEEDS HUMAN | `profile/page.tsx` imports and renders `AgentInitialsPanel` in a second `<section>` below AgentSignaturePanel — code is wired; visual render requires human |
| 2  | Agent can draw initials on the canvas and save them — thumbnail appears after saving | ? NEEDS HUMAN | `AgentInitialsPanel.tsx` has full draw/save/thumbnail flow with `signature_pad`, `handleSave()` calling PUT `/api/agent/initials`, and thumbnail display branch — interaction requires human |
| 3  | Agent can click 'Update Initials' to redraw and replace saved initials | ? NEEDS HUMAN | "Update Initials" button at line 73 of `AgentInitialsPanel.tsx` sets `isDrawing(true)` — state transition requires human verification |
| 4  | FieldPlacer palette shows an orange 'Agent Initials' token (7th token, distinct from purple 'Initials' client token) | ✓ VERIFIED | `PALETTE_TOKENS` array in `FieldPlacer.tsx` line 77: `{ id: 'agent-initials', label: 'Agent Initials', color: '#ea580c' }` as 7th entry; purple `initials` token still at position 2 |
| 5  | Placing an agent-initials field saves it in signatureFields with type 'agent-initials' | ✓ VERIFIED | `validTypes` Set at `FieldPlacer.tsx` line 261 includes `'agent-initials'`; `handleDragEnd` saves `type: droppedType` — type flows directly to `SignatureFieldData` |
| 6  | The existing purple 'Initials' token still appears in FieldPlacer and continues to work — no regression | ✓ VERIFIED | `PALETTE_TOKENS[1]` unchanged: `{ id: 'initials', label: 'Initials', color: '#7c3aed' }`; `SigningPageClient.tsx` only handles `'client-signature'` and `'initials'` — no agent-initials references found |
| 7  | 'agent-initials' is NOT returned to the client signing page (isClientVisibleField returns false for it) | ✓ VERIFIED | `schema.ts` line 39: `return t !== 'agent-signature' && t !== 'agent-initials'`; `GET /api/sign/[token]/route.ts` line 90: `.filter(isClientVisibleField)` applied before returning fields; no `agent-initials` references in `SigningPageClient.tsx` |

**Score:** 4/7 truths fully automated-verified (truths 4, 5, 6, 7); 3/7 need human (truths 1, 2, 3 require live browser interaction for UI verification). All code paths are substantively implemented — no stubs found.

---

## Required Artifacts

| Artifact | Expected | Status | Details |
|----------|----------|--------|---------|
| `teressa-copeland-homes/src/lib/db/schema.ts` | `agentInitialsData` TEXT column; `'agent-initials'` in SignatureFieldType; `isClientVisibleField()` guards both | ✓ VERIFIED | Line 48: `agentInitialsData: text("agent_initials_data")`; line 11: `\| 'agent-initials'`; lines 37-40: guards both agent-signature and agent-initials |
| `teressa-copeland-homes/drizzle/0009_luxuriant_catseye.sql` | `ALTER TABLE "users" ADD COLUMN "agent_initials_data" text` | ✓ VERIFIED | File exists, single-line content matches exactly |
| `teressa-copeland-homes/src/app/api/agent/initials/route.ts` | GET/PUT endpoints with auth guard, png validation, 50KB limit | ✓ VERIFIED | Exports GET (lines 6-16) and PUT (lines 18-36); auth guard on both; `data:image/png;base64,` prefix check; `> 50_000` length check |
| `teressa-copeland-homes/src/app/portal/_components/AgentInitialsPanel.tsx` | 80px canvas; save/update/thumbnail flow; calls `/api/agent/initials` | ✓ VERIFIED | Line 84: `style={{ height: '80px' }}`; `handleSave()` calls `fetch('/api/agent/initials', { method: 'PUT' })`; thumbnail branch at lines 59-77; "Update Initials" button at line 72 |
| `teressa-copeland-homes/src/app/portal/(protected)/profile/page.tsx` | Fetches both `agentSignatureData` and `agentInitialsData`; renders both panels | ✓ VERIFIED | Line 15: `columns: { agentSignatureData: true, agentInitialsData: true }`; line 7: imports `AgentInitialsPanel`; line 37: `<AgentInitialsPanel initialData={user?.agentInitialsData ?? null} />` |
| `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx` | `agent-initials` orange token as 7th entry; in validTypes Set | ✓ VERIFIED | Line 77: orange token exists; line 261: `validTypes` Set contains `'agent-initials'` |
| `teressa-copeland-homes/src/lib/pdf/prepare-document.ts` | 6th param `agentInitialsData`; embedPng before loop; drawImage branch | ✓ VERIFIED | Lines 27-28: 6th param with default null; lines 41-44: embedPng block before loop; lines 163-173: `agent-initials` drawImage branch; `initials` branch (lines 122-131) completely untouched |
| `teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts` | Fetches both in single query; 422 guard for missing initials; passes 6th arg | ✓ VERIFIED | Lines 44-47: single `findFirst` with both columns; lines 61-67: 422 guard with `{ error: 'agent-initials-missing' }`; line 69: 6-arg `preparePdf()` call |

---

## Key Link Verification

| From | To | Via | Status | Details |
|------|----|-----|--------|---------|
| `profile/page.tsx` | `AgentInitialsPanel.tsx` | `initialData={user?.agentInitialsData ?? null}` | ✓ WIRED | Line 37 of profile/page.tsx passes `user?.agentInitialsData ?? null` as `initialData` prop — exactly matches expected pattern |
| `AgentInitialsPanel.tsx` | `/api/agent/initials` | `fetch PUT with { dataURL }` | ✓ WIRED | Line 40: `fetch('/api/agent/initials', { method: 'PUT', ... body: JSON.stringify({ dataURL }) })` — call and response handling both present (lines 45-56) |
| `schema.ts` | `isClientVisibleField()` | returns false for both agent-signature and agent-initials | ✓ WIRED | Line 39: `return t !== 'agent-signature' && t !== 'agent-initials'` — both guards present |
| `prepare/route.ts` | `prepare-document.ts` | `preparePdf(..., agentSignatureData, agentInitialsData)` | ✓ WIRED | Line 69: `await preparePdf(srcPath, destPath, textFields, sigFields, agentSignatureData, agentInitialsData)` — 6 args confirmed |
| `prepare/route.ts` | `schema.ts (DB)` | `db.query.users.findFirst({ columns: { agentSignatureData: true, agentInitialsData: true } })` | ✓ WIRED | Lines 44-47: single query fetches both columns; `agentInitialsData` variable assigned at line 49 |

---

## Requirements Coverage

| Requirement | Source Plan | Description | Status | Evidence |
|-------------|-------------|-------------|--------|----------|
| INIT-01 | 11.1-01, 11.1-03 | Agent can draw and save initials to profile; thumbnail displayed | ? NEEDS HUMAN | Code wired: `AgentInitialsPanel` with canvas, `PUT /api/agent/initials`, thumbnail branch — requires live test to confirm |
| INIT-02 | 11.1-01, 11.1-03 | Agent can update (replace) saved initials | ? NEEDS HUMAN | "Update Initials" button sets `isDrawing(true)`; re-save replaces `savedData` — requires live test |
| INIT-03 | 11.1-01, 11.1-02, 11.1-03 | Agent-initials field markers placed; PNG embedded at prepare time; invisible to client during signing | ✓ VERIFIED (code) + ? NEEDS HUMAN (PDF output) | `isClientVisibleField` guards confirmed; `preparePdf` drawImage branch confirmed; PDF embedding at correct coordinates needs live test |
| INIT-04 | 11.1-01, 11.1-02, 11.1-03 | Client-initials (existing 'initials' type) fields intact; client prompted during signing | ✓ VERIFIED (code) + ? NEEDS HUMAN (signing flow) | No regressions found in FieldPlacer, prepare-document.ts, or SigningPageClient — full signing flow requires live test |

All four INIT requirements are mapped to Phase 11.1 in REQUIREMENTS.md (lines 187-190) with status "Complete". All code evidence supports this. Human verification of the live UI/PDF output remains.

**No orphaned requirements** — all four IDs claimed across plans 01-03 are tracked in REQUIREMENTS.md and assigned to Phase 11.1.

---

## Anti-Patterns Found

None. Scan of all 8 modified/created files found:
- Zero TODO/FIXME/XXX/HACK/PLACEHOLDER comments
- No stub returns (`return null`, empty arrays/objects with no logic)
- No empty handlers — all button onClick handlers perform real operations
- No fetch calls without response handling
- No queries without result usage

The `'initials'` (client-initials) branch in `prepare-document.ts` draws a purple placeholder as designed — this is correct behavior, not a stub.

---

## Human Verification Required

### 1. Agent Initials Save Flow (INIT-01)

**Test:** Log in as agent, visit `/portal/profile`. Confirm the page shows both the existing "Agent Signature" section and a new "Agent Initials" section below it. Draw initials on the 80px canvas and click "Save Initials".
**Expected:** Canvas is replaced by a thumbnail of the drawn initials with an "Update Initials" button visible.
**Why human:** SignaturePad canvas interaction and resulting React state transitions require a live browser.

### 2. Update Initials Flow (INIT-02)

**Test:** From the thumbnail view on `/portal/profile`, click "Update Initials". Draw different initials and click "Save Updated Initials".
**Expected:** New thumbnail replaces the previous one.
**Why human:** State transition from thumbnail view back to canvas and re-save requires live UI interaction.

### 3. FieldPlacer Visual Distinction (INIT-03 partial)

**Test:** Open any document's prepare view. Inspect the Field Palette.
**Expected:** 7 tokens visible. The 7th token is orange and labeled "Agent Initials". The 2nd token is purple and labeled "Initials" (client). Both are present and visually distinct.
**Why human:** Color rendering and visual palette layout require a real browser render.

### 4. Agent-Initials PDF Embedding Round-Trip (INIT-03 full)

**Test:** With initials saved on profile, open a document, drag and drop the orange "Agent Initials" token onto a page, click Prepare. Download the prepared PDF.
**Expected:** Prepare succeeds (HTTP 200). The downloaded PDF has the initials PNG embedded at the exact position where the orange field was dropped. Open the signing link — NO interactive overlay appears at that position for the client.
**Why human:** PDF coordinate accuracy and client-session isolation require live end-to-end execution.

### 5. Client-Initials Regression Confirmation (INIT-04)

**Test:** Place the purple "Initials" token on a document, prepare it, download the prepared PDF. Then open the signing link.
**Expected:** Prepared PDF shows a purple "Initials" placeholder at the field position. The signing page shows an interactive animated overlay at that position. Clicking the overlay opens a modal with "Add Initials" as the title. Submitting initials embeds them correctly in the signed PDF.
**Why human:** Full signing session with modal interaction and final PDF output require a live browser and a real signing token.

---

## Commit Verification

All four documented commits exist and have correct messages:
- `33f499c` — feat(11.1-01): DB migration, API routes, schema type updates for agent initials storage
- `d9f618f` — feat(11.1-01): AgentInitialsPanel component, profile page section, FieldPlacer token
- `fae1cf1` — feat(11.1-02): add agentInitialsData param to preparePdf and embed at agent-initials fields
- `c876579` — feat(11.1-02): update prepare route to fetch agentInitialsData, add 422 guard, pass to preparePdf

---

## Summary

All automated checks passed across all 8 created/modified files. The agent initials flow mirrors the Phase 11 agent-signature pattern precisely:

- DB schema: `agentInitialsData TEXT` column added, `'agent-initials'` in SignatureFieldType union, `isClientVisibleField()` guards both agent-owned types
- API: GET/PUT `/api/agent/initials` with auth, png validation, 50KB size limit — fully implemented
- UI: `AgentInitialsPanel` with 80px canvas, save/update/thumbnail flow, wired to profile page — fully implemented, not a stub
- FieldPlacer: orange `agent-initials` token as 7th entry, in validTypes Set, type flows to SignatureFieldData — confirmed
- PDF embedding: `preparePdf()` embeds agent initials once before loop, draws at each `agent-initials` field coordinate — confirmed; `initials` client branch is completely untouched
- Prepare route: single DB query fetches both columns, 422 guard for missing initials, 6-arg preparePdf call — confirmed
- Security boundary: `isClientVisibleField()` excludes `agent-initials`; signing API filters fields before returning to client; SigningPageClient has zero agent-initials references — confirmed

The 5 human verification items are UI interaction and PDF output checks that cannot be verified statically. No gaps in code logic were found.

---

_Verified: 2026-03-21_
_Verifier: Claude (gsd-verifier)_
