docs(11.1-02): complete agent-initials prepare pipeline plan
- Add 11.1-02-SUMMARY.md with plan execution results - Update STATE.md: current position, session continuity, decisions - Update ROADMAP.md: phase 11.1 progress (2/3 summaries)
This commit is contained in:
Chandler Copeland
@@ -296,6 +296,6 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
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| 9. Client Property Address | 1/1 | Complete | 2026-03-21 | - |
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| 10. Expanded Field Types End-to-End | v1.1 | 3/3 | Complete | 2026-03-21 |
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| 11. Agent Saved Signature and Signing Workflow | 3/3 | Complete | 2026-03-21 | - |
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| 11.1. Agent and Client Initials (INSERTED) | 1/3 | In Progress| | - |
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| 11.1. Agent and Client Initials (INSERTED) | 2/3 | In Progress| | - |
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| 12. Filled Document Preview | v1.1 | 0/2 | Not started | - |
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| 13. AI Field Placement and Pre-fill | v1.1 | 0/4 | Not started | - |
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@@ -3,12 +3,12 @@ gsd_state_version: 1.0
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milestone: v1.1
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milestone_name: Smart Document Preparation
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status: unknown
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last_updated: "2026-03-21T21:00:49.214Z"
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last_updated: "2026-03-21T21:04:25.134Z"
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progress:
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total_phases: 12
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completed_phases: 11
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total_plans: 40
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completed_plans: 38
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completed_plans: 39
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---
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# Project State
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@@ -23,9 +23,9 @@ See: .planning/PROJECT.md (updated 2026-03-21)
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## Current Position
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Phase: 11.1 of 13 (Agent and Client Initials) — IN PROGRESS
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Plan: 1 of 3 in phase 11.1 complete
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Status: Phase 11.1 Plan 01 complete — agent initials storage, API, UI, and FieldPlacer token all wired; Plan 02 (preparePdf embedding) ready to execute
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Last activity: 2026-03-21 — Phase 11.1 Plan 01 complete: agentInitialsData column, /api/agent/initials routes, AgentInitialsPanel, and orange palette token all done.
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Plan: 2 of 3 in phase 11.1 complete
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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
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Last activity: 2026-03-21 — Phase 11.1 Plan 02 complete: preparePdf() agentInitialsData param, embed-once-draw-many pattern, 422 guard in prepare route.
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## Accumulated Context
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@@ -57,6 +57,7 @@ Progress: [███████████░░] 85% (11/13 phases complete)
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| Phase 11-agent-saved-signature P02 | 2 | 2 tasks | 2 files |
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| Phase 11-agent-saved-signature P03 | <1 | 1 task | 0 files |
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| Phase 11.1-agent-and-client-initials P01 | 2 | 2 tasks | 6 files |
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| Phase 11.1-agent-and-client-initials P02 | 4 | 2 tasks | 2 files |
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## Accumulated Context
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@@ -93,6 +94,9 @@ Recent decisions affecting v1.1 work:
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- [Phase 11.1-01]: AgentInitialsPanel clones AgentSignaturePanel with 80px canvas and /api/agent/initials endpoint
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- [Phase 11.1-01]: isClientVisibleField() now guards both agent-signature and agent-initials from client signing session
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- [Phase 11.1-01]: Orange #ea580c chosen for agent-initials FieldPlacer token — distinct from red agent-signature, visually grouped as agent-owned
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- [Phase 11.1-02]: agentInitialsData added as 6th optional param with default null — existing call sites compile without modification
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- [Phase 11.1-02]: 422 guard for missing agent-initials placed after existing agent-signature guard — parallel pattern for agent-owned field types
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- [Phase 11.1-02]: Single DB query fetches both agentSignatureData and agentInitialsData via columns selector — one round-trip
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### Pending Todos
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@@ -106,5 +110,5 @@ None yet.
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## Session Continuity
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Last session: 2026-03-21
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Stopped at: Completed 11.1-agent-and-client-initials/11.1-01-PLAN.md
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Stopped at: Completed 11.1-agent-and-client-initials/11.1-02-PLAN.md
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Resume file: None
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@@ -0,0 +1,109 @@
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---
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phase: 11.1-agent-and-client-initials
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plan: "02"
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subsystem: api, pdf
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tags: [pdf-lib, nextjs, agent-initials, prepare-pipeline]
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# Dependency graph
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requires:
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- phase: 11.1-agent-and-client-initials
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provides: agentInitialsData column on users table, /api/agent/initials route, 'agent-initials' SignatureFieldType, isClientVisibleField() security boundary
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- phase: 11-agent-saved-signature-and-signing-workflow
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provides: embed-once-draw-many pattern in preparePdf(), agent-signature 422 guard pattern in prepare route
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provides:
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- preparePdf() with 6th optional param agentInitialsData; embeds PNG at each agent-initials field coordinate using embed-once-draw-many pattern
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- 422 guard in prepare route returning { error: 'agent-initials-missing' } when agent-initials fields present but no initials saved
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- prepare route fetches agentInitialsData alongside agentSignatureData in single DB query
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affects:
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- 11.1-03 (E2E human verification of full agent-initials round-trip)
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- "embed-once-draw-many pattern extended to agentInitialsImage — embedPng called once before field loop, drawImage reused per field"
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- "422 guard pattern for missing agent-owned data mirrors the existing agent-signature guard exactly"
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- "Single DB query fetches all agent-owned data (agentSignatureData + agentInitialsData) via columns selector"
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key-files:
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created: []
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modified:
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- teressa-copeland-homes/src/lib/pdf/prepare-document.ts
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- teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts
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key-decisions:
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- "agentInitialsData added as 6th optional param with default null — existing 5-arg call sites continue to compile without modification"
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- "agent-initials branch added after agent-signature branch in field loop — 'initials' (client-initials) branch completely untouched"
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- "422 guard for missing initials placed after existing agent-signature guard — parallel pattern for agent-owned field types"
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patterns-established:
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- "Agent-owned field embedding pattern: embed once before loop, draw per field, guard 422 at route before calling preparePdf — applies to any future agent-owned image type"
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requirements-completed: [INIT-03, INIT-04]
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# Metrics
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duration: 4min
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completed: 2026-03-21
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---
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# Phase 11.1 Plan 02: Agent Initials Prepare Pipeline Summary
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**preparePdf() extended with embed-once-draw-many agentInitialsImage; prepare route fetches initials in same DB query and guards 422 on missing initials — agent initials now baked into prepared PDFs**
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## Performance
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- **Duration:** 4 min
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- **Started:** 2026-03-21T21:02:18Z
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- **Completed:** 2026-03-21T21:06:00Z
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- **Tasks:** 2
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- **Files modified:** 2
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## Accomplishments
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- preparePdf() gains 6th optional param agentInitialsData; embeds PNG once before field loop and draws at each agent-initials field coordinate
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- prepare route fetches both agentSignatureData and agentInitialsData in a single DB query (one round-trip, not two)
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- 422 guard returns { error: 'agent-initials-missing' } when agent-initials fields present but no initials saved — no silent failure
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- Existing 'initials' (client-initials) branch and 'agent-signature' branch left completely untouched — zero regressions
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: preparePdf() — add agentInitialsData param and embed at agent-initials field coordinates** - `fae1cf1` (feat)
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2. **Task 2: prepare route — fetch agentInitialsData in same query, 422 guard, pass to preparePdf** - `c876579` (feat)
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**Plan metadata:** (included in final docs commit)
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## Files Created/Modified
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- `teressa-copeland-homes/src/lib/pdf/prepare-document.ts` - Added agentInitialsData 6th param, embedPng block before loop, agent-initials drawImage branch in loop
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- `teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts` - Added agentInitialsData to DB query columns, agentInitialsData variable, hasAgentInitialsFields 422 guard, agentInitialsData as 6th arg to preparePdf()
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## Decisions Made
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- agentInitialsData defaults to null (6th optional param) so existing call sites compile unchanged until Task 2 updates the prepare route
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- Placed agent-initials drawImage branch immediately after agent-signature branch — consistent ordering, client-initials branch untouched
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- DB query extended via columns selector (not a second query) — single round-trip matches Phase 11 Plan 02 pattern
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## Deviations from Plan
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None - plan executed exactly as written.
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## Issues Encountered
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None.
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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- Plan 03 is pure human E2E verification: visit profile to draw/save initials, place agent-initials field on a document, prepare it, verify PNG embedded at correct coordinates in the output PDF
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- 422 guard ready to test: prepare with no initials saved should return { error: 'agent-initials-missing' }
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- Client-initials regression check: purple Initials placeholder still draws at prepare time; client still prompted during signing
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## Self-Check: PASSED
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- FOUND: teressa-copeland-homes/src/lib/pdf/prepare-document.ts
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- FOUND: teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts
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- FOUND: .planning/phases/11.1-agent-and-client-initials/11.1-02-SUMMARY.md
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- FOUND: commit fae1cf1 (Task 1)
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- FOUND: commit c876579 (Task 2)
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---
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*Phase: 11.1-agent-and-client-initials*
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*Completed: 2026-03-21*
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