ccopeland/red
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

docs(11.1): create phase plan — agent and client initials

Browse Source 
Added INIT-01 through INIT-04 requirements to REQUIREMENTS.md. Updated
ROADMAP.md with Phase 11.1 goal, success criteria, and plan list. Created
three plan files mirroring Phase 11 structure: 11.1-01 (DB migration, API
routes, AgentInitialsPanel, FieldPlacer token), 11.1-02 (preparePdf
agentInitialsData param + prepare route guard), 11.1-03 (human E2E
verification checkpoint).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Chandler Copeland
2026-03-21 14:55:00 -06:00
parent e673799246
commit ae17e017d3
5 changed files with 948 additions and 4 deletions
Download Patch File Download Diff File Expand all files Collapse all files

17
.planning/REQUIREMENTS.md
View File

@@ -83,6 +83,13 @@
- [x] **AGENT-03**: Agent can place agent signature field markers on a PDF
- [x] **AGENT-04**: Agent applies their saved signature to agent signature fields during document preparation (before sending to client)
### Initials
- [ ] **INIT-01**: Agent can draw and save initials to their account profile — thumbnail is displayed on the profile page (drawn once, reused)
- [ ] **INIT-02**: Agent can update (replace) their saved initials at any time
- [ ] **INIT-03**: Agent can place agent-initials field markers on a PDF — saved initials PNG is embedded at prepare time, invisible to the client during signing
- [ ] **INIT-04**: Agent can place client-initials (existing 'initials' type) fields on a PDF — client must initial each one during the signing session (the 'initials' field type is already fully wired end-to-end; this requirement is satisfied by confirming FieldPlacer exposes the token and the signing page handles it correctly)
### Document Preview
- [ ] **PREV-01**: Agent sees a live filled preview of the fully-prepared document (text filled, signatures embedded) before sending to client
@@ -177,16 +184,20 @@ Which phases cover which requirements. Updated during roadmap creation.
| AGENT-02 | Phase 11 | Complete |
| AGENT-03 | Phase 11 | Complete |
| AGENT-04 | Phase 11 | Complete |
| INIT-01 | Phase 11.1 | Pending |
| INIT-02 | Phase 11.1 | Pending |
| INIT-03 | Phase 11.1 | Pending |
| INIT-04 | Phase 11.1 | Pending |
| PREV-01 | Phase 12 | Pending |
| AI-01 | Phase 13 | Pending |
| AI-02 | Phase 13 | Pending |
**Coverage:**
- v1.0 requirements: 28 total — mapped to phases 1-7 — all Complete
- v1.1 requirements: 13 total — mapped to phases 8-13 — all Pending
- Total mapped: 41
- v1.1 requirements: 17 total — mapped to phases 8-13 — 13 Complete, 4 Pending (INIT-01 through INIT-04)
- Total mapped: 45
- Unmapped: 0
---
*Requirements defined: 2026-03-19*
*Last updated: 2026-03-21 after v1.1 roadmap creation (phases 8-13)*
*Last updated: 2026-03-21 after Phase 11.1 insertion — INIT-01 through INIT-04 added*