From a9607763fa87756ac5136a9b7e6c1e546712ef1d Mon Sep 17 00:00:00 2001 From: Chandler Copeland Date: Sat, 21 Mar 2026 15:08:49 -0600 Subject: [PATCH] docs(11.1-03): complete agent-and-client-initials E2E verification plan --- .planning/ROADMAP.md | 4 +- .planning/STATE.md | 20 +-- .../11.1-03-SUMMARY.md | 127 ++++++++++++++++++ 3 files changed, 140 insertions(+), 11 deletions(-) create mode 100644 .planning/phases/11.1-agent-and-client-initials/11.1-03-SUMMARY.md diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 795d344..875fb3c 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -162,7 +162,7 @@ Plans: - [x] **Phase 9: Client Property Address** - Add property address to client profiles for AI pre-fill data sourcing (completed 2026-03-21) - [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) - [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) -- [ ] **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 +- [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) - [ ] **Phase 12: Filled Document Preview** - Agent sees a live filled preview of the fully-prepared document before the Send button is available - [ ] **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 @@ -296,6 +296,6 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 → | 9. Client Property Address | 1/1 | Complete | 2026-03-21 | - | | 10. Expanded Field Types End-to-End | v1.1 | 3/3 | Complete | 2026-03-21 | | 11. Agent Saved Signature and Signing Workflow | 3/3 | Complete | 2026-03-21 | - | -| 11.1. Agent and Client Initials (INSERTED) | 2/3 | In Progress| | - | +| 11.1. Agent and Client Initials (INSERTED) | 3/3 | Complete | 2026-03-21 | - | | 12. Filled Document Preview | v1.1 | 0/2 | Not started | - | | 13. AI Field Placement and Pre-fill | v1.1 | 0/4 | Not started | - | diff --git a/.planning/STATE.md b/.planning/STATE.md index 2f4adcc..f255df5 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -3,12 +3,12 @@ gsd_state_version: 1.0 milestone: v1.1 milestone_name: Smart Document Preparation status: unknown -last_updated: "2026-03-21T21:04:25.134Z" +last_updated: "2026-03-21T21:15:00.000Z" progress: total_phases: 12 - completed_phases: 11 + completed_phases: 12 total_plans: 40 - completed_plans: 39 + completed_plans: 40 --- # Project State @@ -22,17 +22,17 @@ See: .planning/PROJECT.md (updated 2026-03-21) ## Current Position -Phase: 11.1 of 13 (Agent and Client Initials) — IN PROGRESS -Plan: 2 of 3 in phase 11.1 complete -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 -Last activity: 2026-03-21 — Phase 11.1 Plan 02 complete: preparePdf() agentInitialsData param, embed-once-draw-many pattern, 422 guard in prepare route. +Phase: 11.1 of 13 (Agent and Client Initials) — COMPLETE +Plan: 3 of 3 in phase 11.1 complete +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) +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. ## Accumulated Context ### Roadmap Evolution - Phase 11.1 inserted after Phase 11: Agent and Client Initials (URGENT) -Progress: [███████████░░] 85% (11/13 phases complete) +Progress: [████████████░] 92% (12/13 phases complete) ## Performance Metrics @@ -97,6 +97,8 @@ Recent decisions affecting v1.1 work: - [Phase 11.1-02]: agentInitialsData added as 6th optional param with default null — existing call sites compile without modification - [Phase 11.1-02]: 422 guard for missing agent-initials placed after existing agent-signature guard — parallel pattern for agent-owned field types - [Phase 11.1-02]: Single DB query fetches both agentSignatureData and agentInitialsData via columns selector — one round-trip +- [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 +- [Phase 11.1-03]: All four INIT requirements (INIT-01 through INIT-04) verified by human in a single 5-step live test ### Pending Todos @@ -110,5 +112,5 @@ None yet. ## Session Continuity Last session: 2026-03-21 -Stopped at: Completed 11.1-agent-and-client-initials/11.1-02-PLAN.md +Stopped at: Completed 11.1-agent-and-client-initials/11.1-03-PLAN.md (Phase 11.1 COMPLETE) Resume file: None diff --git a/.planning/phases/11.1-agent-and-client-initials/11.1-03-SUMMARY.md b/.planning/phases/11.1-agent-and-client-initials/11.1-03-SUMMARY.md new file mode 100644 index 0000000..afcdf99 --- /dev/null +++ b/.planning/phases/11.1-agent-and-client-initials/11.1-03-SUMMARY.md @@ -0,0 +1,127 @@ +--- +phase: 11.1-agent-and-client-initials +plan: "03" +subsystem: testing +tags: [e2e-verification, agent-initials, client-initials, signing-workflow] + +# Dependency graph +requires: + - phase: 11.1-agent-and-client-initials + plan: "01" + provides: agentInitialsData column, GET/PUT /api/agent/initials, AgentInitialsPanel, orange palette token, isClientVisibleField() security boundary + - phase: 11.1-agent-and-client-initials + plan: "02" + provides: preparePdf() agentInitialsData param with embed-once-draw-many, 422 guard in prepare route, single DB query fetch +provides: + - Human end-to-end verification confirming all four INIT requirements satisfied in live portal testing + - Phase 11.1 marked complete +affects: [] + +# Tech tracking +tech-stack: + added: [] + patterns: [] + +key-files: + created: [] + modified: [] + +key-decisions: + - "No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; Plan 03 is pure human E2E verification" + - "All four INIT requirements (INIT-01 through INIT-04) verified by human in a single 5-step live test" + +patterns-established: [] + +requirements-completed: [INIT-01, INIT-02, INIT-03, INIT-04] + +# Metrics +duration: <1min +completed: 2026-03-21 +--- + +# Phase 11.1 Plan 03: Human E2E Verification Summary + +**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** + +## Performance + +- **Duration:** <1 min (human verification checkpoint) +- **Started:** 2026-03-21 +- **Completed:** 2026-03-21 +- **Tasks:** 1 (human verification checkpoint — approved) +- **Files modified:** 0 + +## Accomplishments + +- INIT-01 verified: Agent drew and saved initials on /portal/profile; thumbnail visible with "Update Initials" button +- INIT-02 verified: "Update Initials" flow replaces saved initials with a new one; thumbnail updates correctly +- 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 +- 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 + +## Task Commits + +No code commits in this plan — all implementation was completed in Plans 01 and 02. + +**Plan metadata:** (included in final docs commit) + +## Files Created/Modified + +None — this plan contains no code changes. All deliverables were shipped in Plans 01 and 02. + +## Decisions Made + +- No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; this plan is pure human E2E verification +- All four INIT requirements verified by human in a single 5-step live test on 2026-03-21 + +## Verification Steps Passed + +**Step 1 — Save agent initials (INIT-01):** +- /portal/profile shows both "Agent Signature" section (existing, unchanged) AND new "Agent Initials" section below it +- Drawing initials on the canvas and clicking "Save Initials" replaces canvas with thumbnail and "Update Initials" button + +**Step 2 — Update agent initials (INIT-02):** +- "Update Initials" opens canvas; drawing and saving new initials replaces old thumbnail with new one + +**Step 3 — Place agent-initials field and prepare (INIT-03):** +- Orange "Agent Initials" token visible in FieldPlacer palette (7th token, distinct from purple "Initials" client token) +- Dragging token places orange field box on PDF +- Prepare succeeds (no 422 error) +- Downloaded prepared PDF shows initials PNG embedded at the correct position + +**Step 4 — Confirm agent-initials absent from client signing page (INIT-03):** +- Client signing link shows no interactive overlay at agent-initials field position +- Client-signature and initials overlays (if placed) still appear normally for the client + +**Step 5 — Confirm client-initials unchanged (INIT-04):** +- Purple "Initials" token still works in FieldPlacer +- Prepare embeds purple placeholder at correct coordinates +- Client signing session shows interactive initials overlay +- "Add Initials" modal opens; submitted initials embedded correctly in signed PDF + +## Deviations from Plan + +None - plan executed exactly as written (checkpoint approved, no code changes). + +## Issues Encountered + +None. + +## User Setup Required + +None - no external service configuration required. + +## Next Phase Readiness + +- Phase 11.1 is complete. All four INIT requirements (INIT-01 through INIT-04) are satisfied and confirmed by live human testing. +- Phase 12 (deployment) pending confirmation of deployment target (Vercel serverless vs. self-hosted container) — see existing blocker in STATE.md. +- Phase 13 (AI coordinate accuracy) still requires integration test with full Utah REPC before ship. + +## Self-Check: PASSED + +- SUMMARY.md created at .planning/phases/11.1-agent-and-client-initials/11.1-03-SUMMARY.md +- No code commits expected in this plan (human-verify checkpoint only) +- Plans 01 and 02 commits exist: 33f499c, d9f618f (plan 01), fae1cf1, c876579 (plan 02) + +--- +*Phase: 11.1-agent-and-client-initials* +*Completed: 2026-03-21*