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docs(11.1-03): complete agent-and-client-initials E2E verification plan

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Chandler Copeland
2026-03-21 15:08:49 -06:00
parent babc92be34
commit a9607763fa
3 changed files with 140 additions and 11 deletions
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4
.planning/ROADMAP.md
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@@ -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 | - |