red/.planning/phases/11-agent-saved-signature-and-signing-workflow/11-03-SUMMARY.md

---
phase: 11-agent-saved-signature-and-signing-workflow
plan: "03"
subsystem: verification
tags: [end-to-end, human-verification, agent-signature, signing-workflow]

# Dependency graph
requires:
  - phase: 11-01
    provides: "agentSignatureData DB column; GET/PUT API; AgentSignaturePanel; /portal/profile; red Agent Signature FieldPlacer token"
  - phase: 11-02
    provides: "preparePdf() PNG embedding at agent-sig field coordinates; 422 guard in prepare route"
provides:
  - "Phase 11 fully verified end-to-end by human — all AGENT requirements confirmed live"
  - "AGENT-01 confirmed: agent drew and saved signature; thumbnail visible at /portal/profile"
  - "AGENT-02 confirmed: Update Signature flow replaced saved signature with new thumbnail"
  - "AGENT-03 confirmed: red Agent Signature token visible and usable in FieldPlacer palette"
  - "AGENT-04 confirmed: prepared PDF contains agent signature PNG at placed field coordinates; client signing session shows no agent-signature overlay"
affects: [phase-12-document-preview, phase-13-ai-field-placement]

# Tech tracking
tech-stack:
  added: []
  patterns:
    - "Human verification checkpoint: agent draws once, places field, prepares, downloads PDF and visually inspects embedded PNG"

key-files:
  created: []
  modified: []

key-decisions:
  - "No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; this plan is pure human E2E verification"
  - "All four AGENT requirements (AGENT-01 through AGENT-04) verified by human in a single 5-step live test"

patterns-established:
  - "Agent signature full-pipeline: agent draws at /portal/profile → PUT /api/agent/signature → users.agentSignatureData → FieldPlacer places token → preparePdf() embedPng + drawImage → embedded PNG in prepared PDF; client signing unaffected"

requirements-completed: [AGENT-01, AGENT-02, AGENT-03, AGENT-04]

# Metrics
duration: <1min
completed: 2026-03-21
---

# Phase 11 Plan 03: Human End-to-End Verification Summary

**All four AGENT requirements confirmed live: agent draws and saves signature at /portal/profile, places red Agent Signature token in FieldPlacer, prepares document, and downloaded PDF shows embedded PNG at field coordinates — client signing session shows no agent-signature overlay**

## Performance

- **Duration:** <1 min (verification checkpoint; no code written)
- **Completed:** 2026-03-21T20:30:59Z
- **Tasks:** 1 (human-verify checkpoint)
- **Files modified:** 0

## Accomplishments

- Human confirmed all 5 verification steps of Phase 11 end-to-end agent signature workflow
- AGENT-01 verified: agent drew a distinctive signature on the canvas at /portal/profile, clicked Save Signature, and the canvas was replaced by a thumbnail image
- AGENT-02 verified: agent clicked Update Signature, drew a different signature, and the new thumbnail replaced the old one
- AGENT-03 verified: FieldPlacer palette shows red "Agent Signature" token; drag-and-drop placed a red field box on the PDF
- AGENT-04 verified: Prepare succeeded; downloaded PDF opened and showed the agent's saved signature PNG embedded at the placed field coordinates; client signing link showed no agent-signature overlay

## Task Commits

No code commits — all implementation was completed in Plans 01 and 02.

Previously committed work verified by this plan:
1. `e07ed30` - feat(11-01): DB migration and API routes for agent signature storage
2. `f383f91` - feat(11-01): AgentSignaturePanel, profile page, PortalNav link, FieldPlacer token
3. `d9652e1` - feat(11-02): preparePdf() agentSignatureData param + embed-once-draw-many at agent-sig fields
4. `b2e9810` - feat(11-02): prepare route — fetch agentSignatureData, 422 guard, pass to preparePdf

## Files Created/Modified

None — Plan 03 is a human verification checkpoint; all artifacts were delivered in Plans 01 and 02.

## Decisions Made

- No code changes required in Plan 03. The plan is a pure human E2E verification checkpoint confirming that all work from Plans 01 and 02 integrates correctly.
- Human approval ("approved") received confirming all 5 verification steps passed.

## Deviations from Plan

None - plan executed exactly as written. No code changes were planned; human verified and approved.

## Issues Encountered

None.

## User Setup Required

None - no external service configuration required.

## Next Phase Readiness

- Phase 11 is fully complete. All four AGENT requirements (AGENT-01, AGENT-02, AGENT-03, AGENT-04) have been implemented and verified end-to-end by a human.
- Phase 12 (document preview) can proceed. Previously noted blocker: deployment target (Vercel serverless vs. self-hosted) must be confirmed before implementing preview route — write-to-disk preview pattern silently fails on Vercel ephemeral filesystem.
- Phase 13 (AI field placement) has no dependency on Phase 11 and can also proceed.

---
*Phase: 11-agent-saved-signature-and-signing-workflow*
*Completed: 2026-03-21*

## Self-Check: PASSED

- FOUND: .planning/phases/11-agent-saved-signature-and-signing-workflow/11-03-SUMMARY.md
- FOUND commit e07ed30: feat(11-01): DB migration and API routes for agent signature storage
- FOUND commit f383f91: feat(11-01): AgentSignaturePanel, profile page, PortalNav link, FieldPlacer token
- FOUND commit d9652e1: feat(11-02): preparePdf() agentSignatureData param + embed-once-draw-many at agent-sig fields
- FOUND commit b2e9810: feat(11-02): prepare route — fetch agentSignatureData, 422 guard, pass to preparePdf