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docs(10-expanded-field-types-end-to-end): create phase 10 plan

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Three plans covering the full field type pipeline end-to-end:
- 10-01: FieldPlacer palette extension (5 typed tokens, per-type colors, typed DragOverlay)
- 10-02: preparePdf() type-branched rendering + POST route signable filter and date stamp
- 10-03: SigningPageClient initials capture + overlay suppression + human verification

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Chandler Copeland
2026-03-21 12:45:25 -06:00
parent fadfbb3fd7
commit 2205a7bce5
4 changed files with 991 additions and 4 deletions
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8
.planning/ROADMAP.md
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@@ -204,12 +204,12 @@ Plans:
2. Prepared PDF embeds text fields as typed stamps, checkboxes as boolean marks, initials as placeholder markers, and date fields as auto-stamped signing-date values
3. Client signing page correctly handles initials fields (prompts for initials capture) and ignores text/checkbox/date fields (already embedded at prepare time)
4. A round-trip test (place all four types, prepare, open signing link) produces a correctly embedded PDF with no field type rendered in the wrong position
**Plans**: TBD
**Plans**: 3 plans
Plans:
- [ ] 10-01-PLAN.md — FieldPlacer palette: four new draggable tokens (text, checkbox, initials, date) with distinct visual affordances
- [ ] 10-02-PLAN.md — prepare-document.ts type-aware rendering switch: text stamp, checkbox embed, date auto-stamp, initials placeholder via @cantoo/pdf-lib
- [ ] 10-03-PLAN.md — Full Phase 10 human verification checkpoint (all four field types placed, prepared, and verified in PDF output)
- [ ] 10-01-PLAN.md — FieldPlacer palette: 5 typed tokens with distinct colors; type-aware field overlays and DragOverlay ghost
- [ ] 10-02-PLAN.md — preparePdf() type-branched rendering (checkbox X, date placeholder, initials placeholder, text bg); POST route signable filter + date stamp at sign time
- [ ] 10-03-PLAN.md — SigningPageClient initials capture + overlay suppression; SignatureModal title prop; human verification checkpoint
### Phase 11: Agent Saved Signature and Signing Workflow
**Goal**: Agent draws a signature once, saves it to their profile, places agent signature fields on documents, and applies the saved signature during preparation — before the document is sent to the client