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docs(11.1-02): complete agent-initials prepare pipeline plan

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- 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
2026-03-21 15:05:00 -06:00
parent c876579637
commit babc92be34
3 changed files with 120 additions and 7 deletions
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16
.planning/STATE.md
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@@ -3,12 +3,12 @@ gsd_state_version: 1.0
milestone: v1.1
milestone_name: Smart Document Preparation
status: unknown
last_updated: "2026-03-21T21:00:49.214Z"
last_updated: "2026-03-21T21:04:25.134Z"
progress:
total_phases: 12
completed_phases: 11
total_plans: 40
completed_plans: 38
completed_plans: 39
---
# Project State
@@ -23,9 +23,9 @@ See: .planning/PROJECT.md (updated 2026-03-21)
## Current Position
Phase: 11.1 of 13 (Agent and Client Initials) — IN PROGRESS
Plan: 1 of 3 in phase 11.1 complete
Status: Phase 11.1 Plan 01 complete — agent initials storage, API, UI, and FieldPlacer token all wired; Plan 02 (preparePdf embedding) ready to execute
Last activity: 2026-03-21 — Phase 11.1 Plan 01 complete: agentInitialsData column, /api/agent/initials routes, AgentInitialsPanel, and orange palette token all done.
Plan: 2 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
Last activity: 2026-03-21 — Phase 11.1 Plan 02 complete: preparePdf() agentInitialsData param, embed-once-draw-many pattern, 422 guard in prepare route.
## Accumulated Context
@@ -57,6 +57,7 @@ Progress: [███████████░░] 85% (11/13 phases complete)
| Phase 11-agent-saved-signature P02 | 2 | 2 tasks | 2 files |
| Phase 11-agent-saved-signature P03 | <1 | 1 task | 0 files |
| Phase 11.1-agent-and-client-initials P01 | 2 | 2 tasks | 6 files |
| Phase 11.1-agent-and-client-initials P02 | 4 | 2 tasks | 2 files |
## Accumulated Context
@@ -93,6 +94,9 @@ Recent decisions affecting v1.1 work:
- [Phase 11.1-01]: AgentInitialsPanel clones AgentSignaturePanel with 80px canvas and /api/agent/initials endpoint
- [Phase 11.1-01]: isClientVisibleField() now guards both agent-signature and agent-initials from client signing session
- [Phase 11.1-01]: Orange #ea580c chosen for agent-initials FieldPlacer token — distinct from red agent-signature, visually grouped as agent-owned
- [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
### Pending Todos
@@ -106,5 +110,5 @@ None yet.
## Session Continuity
Last session: 2026-03-21
Stopped at: Completed 11.1-agent-and-client-initials/11.1-01-PLAN.md
Stopped at: Completed 11.1-agent-and-client-initials/11.1-02-PLAN.md
Resume file: None