docs(10-01): complete expanded field types palette plan — SUMMARY, STATE, ROADMAP, REQUIREMENTS

- Create 10-01-SUMMARY.md with decisions, deviations, and phase readiness
- Update STATE.md: phase 10 current position, 10-01 decisions recorded
- Update ROADMAP.md: phase 10 plan progress (1/3 plans complete)
- Update REQUIREMENTS.md: mark FIELD-03 complete

.planning/REQUIREMENTS.md

@@ -68,7 +68,7 @@
 
 - [x] **FIELD-01**: Agent can place text field markers on a PDF (for typed content like names, addresses, prices)
 - [x] **FIELD-02**: Agent can place checkbox field markers on a PDF
-- [ ] **FIELD-03**: Agent can place initials field markers on a PDF
+- [x] **FIELD-03**: Agent can place initials field markers on a PDF
 - [x] **FIELD-04**: Agent can place date field markers that auto-fill with the signing date
 
 ### AI Assistance
@@ -171,7 +171,7 @@ Which phases cover which requirements. Updated during roadmap creation.
 | CLIENT-05 | Phase 9 | Complete |
 | FIELD-01 | Phase 10 | Complete |
 | FIELD-02 | Phase 10 | Complete |
-| FIELD-03 | Phase 10 | Pending |
+| FIELD-03 | Phase 10 | Complete |
 | FIELD-04 | Phase 10 | Complete |
 | AGENT-01 | Phase 11 | Pending |
 | AGENT-02 | Phase 11 | Pending |

.planning/STATE.md

@@ -18,16 +18,16 @@ progress:
 See: .planning/PROJECT.md (updated 2026-03-21)
 
 **Core value:** Teressa can prepare and send any real estate form to a client for signing in minutes, from her browser, without leaving her site.
-**Current focus:** Phase 9 — Agent Signature Capture (next in v1.1)
+**Current focus:** Phase 10 — Expanded Field Types End-to-End
 
 ## Current Position
 
-Phase: 9 of 13 (Client Property Address) — COMPLETE
+Phase: 10 of 13 (Expanded Field Types End-to-End) — IN PROGRESS
-Plan: 1 of 1 in phase 9 (09-01 complete — phase fully done)
+Plan: 1 of 3 in phase 10 (10-01 complete — 5-token typed palette, handleDragEnd with correct types and checkbox 24x24pt, renderFields with per-type colors and labels)
 Status: In progress
-Last activity: 2026-03-21 — 09-01 complete: property_address column + migration, ClientModal/ClientProfileClient UI, PreparePanel pre-seed fix, TextFillForm initialData prop, human verification approved
+Last activity: 2026-03-21 — 10-01 complete: parameterized DraggableToken, PALETTE_TOKENS with 5 typed tokens, isDraggingToken string|null for per-type DragOverlay, handleDragEnd writes type property + checkbox 24x24pt, renderFields per-type label/color
 
-Progress: [█████████░░░░] 69% (9/13 phases complete)
+Progress: [█████████░░░░] 69% (9/13 phases complete — phase 10 in progress)
 
 ## Performance Metrics
 
@@ -82,5 +82,5 @@ None yet.
 ## Session Continuity
 
 Last session: 2026-03-21
-Stopped at: Completed 09-01-PLAN.md — property address column, modal/profile UI, PreparePanel pre-seed fix, TextFillForm initialData prop, human verification approved
+Stopped at: Completed 10-01-PLAN.md — 5-token typed palette, per-type DragOverlay ghost, typed handleDragEnd (checkbox 24x24pt, others 144x36pt), renderFields per-type label and color
 Resume file: None

.planning/phases/10-expanded-field-types-end-to-end/10-01-SUMMARY.md

@@ -0,0 +1,106 @@
+---
+phase: 10-expanded-field-types-end-to-end
+plan: 01
+subsystem: ui
+tags: [react, dnd-kit, pdf, field-types, typescript]
+
+# Dependency graph
+requires:
+  - phase: 08-agent-signature-schema
+    provides: SignatureFieldType union type and getFieldType() helper
+provides:
+  - 5-token typed palette (Signature, Initials, Checkbox, Date, Text) with per-type colors
+  - DragOverlay ghost with correct label and checkbox-appropriate dimensions (24x24 vs 144x36)
+  - handleDragEnd writes correct type property to SignatureFieldData on drop
+  - renderFields shows per-type label and border color for placed field overlays
+affects: [10-02, 10-03]
+
+# Tech tracking
+tech-stack:
+  added: []
+  patterns:
+    - "PALETTE_TOKENS array as single source of truth for id/label/color per SignatureFieldType"
+    - "isDraggingToken stores active token id (string | null) instead of boolean for label-aware DragOverlay"
+    - "Token id IS the SignatureFieldType — no mapping step needed in handleDragEnd"
+    - "Checkbox 24x24pt special case — all other field types 144x36pt"
+
+key-files:
+  created: []
+  modified:
+    - teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx
+
+key-decisions:
+  - "PALETTE_TOKENS uses token id === SignatureFieldType value — active.id from dnd-kit can be cast directly to SignatureFieldType after Set membership check"
+  - "Checkbox drops at 24x24pt (square); Signature/Initials/Date/Text drop at 144x36pt — matches plan spec exactly"
+  - "fieldColor derived from PALETTE_TOKENS lookup for placed fields — resize handle corners and box-shadow also use fieldColor for visual consistency"
+  - "agent-signature not included in palette (placed programmatically during document preparation, not by agent manually)"
+
+patterns-established:
+  - "PALETTE_TOKENS: single-source-of-truth array for all palette token metadata — add new token type here to propagate to palette, DragOverlay, and renderFields"
+  - "validTypes Set guard before casting active.id to SignatureFieldType — defensive programming against future unknown drag sources"
+
+requirements-completed:
+  - FIELD-02
+  - FIELD-03
+  - FIELD-04
+
+# Metrics
+duration: 8min
+completed: 2026-03-21
+---
+
+# Phase 10 Plan 01: Expanded Field Types — Palette and Field Placement Summary
+
+**5-token typed palette (Signature/Initials/Checkbox/Date/Text) with per-type colors, type-aware DragOverlay ghost, and correct type property written to SignatureFieldData on drop**
+
+## Performance
+
+- **Duration:** 8 min
+- **Started:** 2026-03-21T18:35:00Z
+- **Completed:** 2026-03-21T18:43:00Z
+- **Tasks:** 2
+- **Files modified:** 1
+
+## Accomplishments
+- Replaced single hardcoded "Signature" token with 5 typed draggable tokens (Signature blue, Initials purple, Checkbox green, Date amber, Text slate)
+- Updated DragOverlay to show correct ghost label and dimensions per token (checkbox 24x24 square, others 144x36)
+- handleDragEnd now writes `type: droppedType` and uses type-appropriate width/height (24x24pt for checkbox, 144x36pt for all others)
+- renderFields now shows per-field label and border/background/shadow color driven by PALETTE_TOKENS lookup
+
+## Task Commits
+
+Each task was committed atomically:
+
+1. **Task 1: Parameterize DraggableToken and add four new palette tokens** - `4140c22` (feat)
+2. **Task 2: Update handleDragEnd and renderFields for typed field creation** - `1e92ca3` (feat)
+
+**Plan metadata:** committed in final docs commit
+
+## Files Created/Modified
+- `teressa-copeland-homes/src/app/portal/(protected)/documents/[docId]/_components/FieldPlacer.tsx` - Extended with PALETTE_TOKENS, parameterized DraggableToken, typed handleDragEnd, and per-type renderFields
+
+## Decisions Made
+- Token id IS the SignatureFieldType value — `active.id` from dnd-kit is cast directly to `SignatureFieldType` after a `Set` membership guard. No extra mapping needed.
+- Checkbox drops at 24x24pt (square); all other types at 144x36pt as specified.
+- `agent-signature` intentionally excluded from palette — it is placed programmatically, not by the agent manually.
+- `fieldColor` used for border, background tint, resize handle dots, and box-shadow on placed fields — consistent visual identity per field type.
+
+## Deviations from Plan
+
+None - plan executed exactly as written.
+
+## Issues Encountered
+
+None.
+
+## User Setup Required
+
+None - no external service configuration required.
+
+## Next Phase Readiness
+- Palette is ready with all 5 field types; Plans 02 and 03 can now read `field.type` to distinguish Checkbox/Date/Text render from Signature/Initials
+- Prerequisite for prepare pipeline to render each field type correctly (Plan 02: PDF rendering, Plan 03: signing page rendering)
+
+---
+*Phase: 10-expanded-field-types-end-to-end*
+*Completed: 2026-03-21*