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

.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 | - |

.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
+Phase: 11.1 of 13 (Agent and Client Initials) — COMPLETE
-Plan: 2 of 3 in phase 11.1 complete
+Plan: 3 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
+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 02 complete: preparePdf() agentInitialsData param, embed-once-draw-many pattern, 422 guard in prepare route.
+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

.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*