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

.planning/phases/11.1-agent-and-client-initials/11.1-03-SUMMARY.md

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+---
+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*