docs(11.1-03): complete agent-and-client-initials E2E verification plan
This commit is contained in:
Chandler Copeland
@@ -162,7 +162,7 @@ Plans:
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- [x] **Phase 9: Client Property Address** - Add property address to client profiles for AI pre-fill data sourcing (completed 2026-03-21)
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- [x] **Phase 10: Expanded Field Types End-to-End** - All new field types (text, checkbox, initials, date) available in field mapper UI and embedded correctly by the prepare pipeline (completed 2026-03-21)
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- [x] **Phase 11: Agent Saved Signature and Signing Workflow** - Draw once, save, apply to agent signature fields during document preparation before sending to client (completed 2026-03-21)
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- [ ] **Phase 11.1: Agent and Client Initials (INSERTED)** - Agent draws initials once, saves to profile, places agent-initials fields (embedded at prepare time); client-initials fields already wired via existing 'initials' type
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- [x] **Phase 11.1: Agent and Client Initials (INSERTED)** - Agent draws initials once, saves to profile, places agent-initials fields (embedded at prepare time); client-initials fields already wired via existing 'initials' type (completed 2026-03-21)
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- [ ] **Phase 12: Filled Document Preview** - Agent sees a live filled preview of the fully-prepared document before the Send button is available
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- [ ] **Phase 13: AI Field Placement and Pre-fill** - One-click AI auto-placement of all field types plus pre-fill of text fields from client profile data
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@@ -296,6 +296,6 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
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| 9. Client Property Address | 1/1 | Complete | 2026-03-21 | - |
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| 10. Expanded Field Types End-to-End | v1.1 | 3/3 | Complete | 2026-03-21 |
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| 11. Agent Saved Signature and Signing Workflow | 3/3 | Complete | 2026-03-21 | - |
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| 11.1. Agent and Client Initials (INSERTED) | 2/3 | In Progress| | - |
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| 11.1. Agent and Client Initials (INSERTED) | 3/3 | Complete | 2026-03-21 | - |
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| 12. Filled Document Preview | v1.1 | 0/2 | Not started | - |
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| 13. AI Field Placement and Pre-fill | v1.1 | 0/4 | Not started | - |
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@@ -3,12 +3,12 @@ gsd_state_version: 1.0
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milestone: v1.1
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milestone_name: Smart Document Preparation
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status: unknown
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last_updated: "2026-03-21T21:04:25.134Z"
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last_updated: "2026-03-21T21:15:00.000Z"
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progress:
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total_phases: 12
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completed_phases: 11
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completed_phases: 12
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total_plans: 40
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completed_plans: 39
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completed_plans: 40
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---
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# Project State
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@@ -22,17 +22,17 @@ See: .planning/PROJECT.md (updated 2026-03-21)
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## Current Position
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Phase: 11.1 of 13 (Agent and Client Initials) — IN PROGRESS
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Plan: 2 of 3 in phase 11.1 complete
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Status: Phase 11.1 Plan 02 complete — preparePdf() extended with agentInitialsImage embed-once-draw-many; prepare route fetches initials in same DB query, 422 guard wired; Plan 03 (human E2E verification) ready to execute
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Last activity: 2026-03-21 — Phase 11.1 Plan 02 complete: preparePdf() agentInitialsData param, embed-once-draw-many pattern, 422 guard in prepare route.
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Phase: 11.1 of 13 (Agent and Client Initials) — COMPLETE
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Plan: 3 of 3 in phase 11.1 complete
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Status: Phase 11.1 complete — all four INIT requirements (INIT-01 through INIT-04) verified by human E2E testing; agent initials draw/save/place/prepare/PDF-embed round-trip confirmed; client-initials flow unaffected; next: Phase 12 (deployment)
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Last activity: 2026-03-21 — Phase 11.1 Plan 03 complete: human E2E verification approved for all 5 verification steps; INIT-01 through INIT-04 confirmed working.
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## Accumulated Context
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### Roadmap Evolution
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- Phase 11.1 inserted after Phase 11: Agent and Client Initials (URGENT)
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Progress: [███████████░░] 85% (11/13 phases complete)
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Progress: [████████████░] 92% (12/13 phases complete)
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## Performance Metrics
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@@ -97,6 +97,8 @@ Recent decisions affecting v1.1 work:
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- [Phase 11.1-02]: agentInitialsData added as 6th optional param with default null — existing call sites compile without modification
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- [Phase 11.1-02]: 422 guard for missing agent-initials placed after existing agent-signature guard — parallel pattern for agent-owned field types
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- [Phase 11.1-02]: Single DB query fetches both agentSignatureData and agentInitialsData via columns selector — one round-trip
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- [Phase 11.1-03]: No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; Plan 03 is pure human E2E verification
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- [Phase 11.1-03]: All four INIT requirements (INIT-01 through INIT-04) verified by human in a single 5-step live test
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### Pending Todos
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@@ -110,5 +112,5 @@ None yet.
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## Session Continuity
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Last session: 2026-03-21
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Stopped at: Completed 11.1-agent-and-client-initials/11.1-02-PLAN.md
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Stopped at: Completed 11.1-agent-and-client-initials/11.1-03-PLAN.md (Phase 11.1 COMPLETE)
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Resume file: None
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@@ -0,0 +1,127 @@
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---
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phase: 11.1-agent-and-client-initials
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plan: "03"
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subsystem: testing
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tags: [e2e-verification, agent-initials, client-initials, signing-workflow]
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# Dependency graph
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requires:
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- phase: 11.1-agent-and-client-initials
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plan: "01"
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provides: agentInitialsData column, GET/PUT /api/agent/initials, AgentInitialsPanel, orange palette token, isClientVisibleField() security boundary
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- phase: 11.1-agent-and-client-initials
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plan: "02"
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provides: preparePdf() agentInitialsData param with embed-once-draw-many, 422 guard in prepare route, single DB query fetch
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provides:
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- Human end-to-end verification confirming all four INIT requirements satisfied in live portal testing
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- Phase 11.1 marked complete
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affects: []
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# Tech tracking
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tech-stack:
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added: []
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patterns: []
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key-files:
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created: []
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modified: []
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key-decisions:
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- "No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; Plan 03 is pure human E2E verification"
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- "All four INIT requirements (INIT-01 through INIT-04) verified by human in a single 5-step live test"
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patterns-established: []
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requirements-completed: [INIT-01, INIT-02, INIT-03, INIT-04]
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# Metrics
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duration: <1min
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completed: 2026-03-21
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---
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# Phase 11.1 Plan 03: Human E2E Verification Summary
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**All four INIT requirements confirmed working end-to-end by human: agent draws/saves initials, initials embedded in prepared PDF at placed field coordinates, agent-initials absent from client signing session, existing client-initials flow unaffected**
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## Performance
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- **Duration:** <1 min (human verification checkpoint)
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- **Started:** 2026-03-21
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- **Completed:** 2026-03-21
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- **Tasks:** 1 (human verification checkpoint — approved)
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- **Files modified:** 0
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## Accomplishments
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- INIT-01 verified: Agent drew and saved initials on /portal/profile; thumbnail visible with "Update Initials" button
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- INIT-02 verified: "Update Initials" flow replaces saved initials with a new one; thumbnail updates correctly
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- INIT-03 verified: Orange "Agent Initials" token visible in FieldPlacer palette; initials PNG embedded in prepared PDF at placed field coordinates; agent-initials field absent from client signing session
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- INIT-04 verified: Existing purple "Initials" client token unchanged; client still prompted to initial during signing; modal shows "Add Initials"; initials embedded correctly in signed PDF
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## Task Commits
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No code commits in this plan — all implementation was completed in Plans 01 and 02.
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**Plan metadata:** (included in final docs commit)
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## Files Created/Modified
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None — this plan contains no code changes. All deliverables were shipped in Plans 01 and 02.
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## Decisions Made
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- No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; this plan is pure human E2E verification
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- All four INIT requirements verified by human in a single 5-step live test on 2026-03-21
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## Verification Steps Passed
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**Step 1 — Save agent initials (INIT-01):**
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- /portal/profile shows both "Agent Signature" section (existing, unchanged) AND new "Agent Initials" section below it
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- Drawing initials on the canvas and clicking "Save Initials" replaces canvas with thumbnail and "Update Initials" button
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**Step 2 — Update agent initials (INIT-02):**
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- "Update Initials" opens canvas; drawing and saving new initials replaces old thumbnail with new one
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**Step 3 — Place agent-initials field and prepare (INIT-03):**
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- Orange "Agent Initials" token visible in FieldPlacer palette (7th token, distinct from purple "Initials" client token)
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- Dragging token places orange field box on PDF
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- Prepare succeeds (no 422 error)
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- Downloaded prepared PDF shows initials PNG embedded at the correct position
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**Step 4 — Confirm agent-initials absent from client signing page (INIT-03):**
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- Client signing link shows no interactive overlay at agent-initials field position
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- Client-signature and initials overlays (if placed) still appear normally for the client
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**Step 5 — Confirm client-initials unchanged (INIT-04):**
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- Purple "Initials" token still works in FieldPlacer
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- Prepare embeds purple placeholder at correct coordinates
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- Client signing session shows interactive initials overlay
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- "Add Initials" modal opens; submitted initials embedded correctly in signed PDF
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## Deviations from Plan
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None - plan executed exactly as written (checkpoint approved, no code changes).
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## Issues Encountered
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None.
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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- Phase 11.1 is complete. All four INIT requirements (INIT-01 through INIT-04) are satisfied and confirmed by live human testing.
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- Phase 12 (deployment) pending confirmation of deployment target (Vercel serverless vs. self-hosted container) — see existing blocker in STATE.md.
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- Phase 13 (AI coordinate accuracy) still requires integration test with full Utah REPC before ship.
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## Self-Check: PASSED
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- SUMMARY.md created at .planning/phases/11.1-agent-and-client-initials/11.1-03-SUMMARY.md
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- No code commits expected in this plan (human-verify checkpoint only)
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- Plans 01 and 02 commits exist: 33f499c, d9f618f (plan 01), fae1cf1, c876579 (plan 02)
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---
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*Phase: 11.1-agent-and-client-initials*
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*Completed: 2026-03-21*
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