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)

.planning/ROADMAP.md

@@ -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) | 1/3 | In Progress|  | - |
+| 11.1. Agent and Client Initials (INSERTED) | 2/3 | In Progress|  | - |
 | 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: "2026-03-21T21:00:49.214Z"
+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
+Plan: 2 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
+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 01 complete: agentInitialsData column, /api/agent/initials routes, AgentInitialsPanel, and orange palette token all done.
+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

.planning/phases/11.1-agent-and-client-initials/11.1-02-SUMMARY.md

@@ -0,0 +1,109 @@
+---
+phase: 11.1-agent-and-client-initials
+plan: "02"
+subsystem: api, pdf
+tags: [pdf-lib, nextjs, agent-initials, prepare-pipeline]
+
+# Dependency graph
+requires:
+  - phase: 11.1-agent-and-client-initials
+    provides: agentInitialsData column on users table, /api/agent/initials route, 'agent-initials' SignatureFieldType, isClientVisibleField() security boundary
+  - phase: 11-agent-saved-signature-and-signing-workflow
+    provides: embed-once-draw-many pattern in preparePdf(), agent-signature 422 guard pattern in prepare route
+provides:
+  - preparePdf() with 6th optional param agentInitialsData; embeds PNG at each agent-initials field coordinate using embed-once-draw-many pattern
+  - 422 guard in prepare route returning { error: 'agent-initials-missing' } when agent-initials fields present but no initials saved
+  - prepare route fetches agentInitialsData alongside agentSignatureData in single DB query
+affects:
+  - 11.1-03 (E2E human verification of full agent-initials round-trip)
+
+# Tech tracking
+tech-stack:
+  added: []
+  patterns:
+    - "embed-once-draw-many pattern extended to agentInitialsImage — embedPng called once before field loop, drawImage reused per field"
+    - "422 guard pattern for missing agent-owned data mirrors the existing agent-signature guard exactly"
+    - "Single DB query fetches all agent-owned data (agentSignatureData + agentInitialsData) via columns selector"
+
+key-files:
+  created: []
+  modified:
+    - teressa-copeland-homes/src/lib/pdf/prepare-document.ts
+    - teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts
+
+key-decisions:
+  - "agentInitialsData added as 6th optional param with default null — existing 5-arg call sites continue to compile without modification"
+  - "agent-initials branch added after agent-signature branch in field loop — 'initials' (client-initials) branch completely untouched"
+  - "422 guard for missing initials placed after existing agent-signature guard — parallel pattern for agent-owned field types"
+
+patterns-established:
+  - "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"
+
+requirements-completed: [INIT-03, INIT-04]
+
+# Metrics
+duration: 4min
+completed: 2026-03-21
+---
+
+# Phase 11.1 Plan 02: Agent Initials Prepare Pipeline Summary
+
+**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**
+
+## Performance
+
+- **Duration:** 4 min
+- **Started:** 2026-03-21T21:02:18Z
+- **Completed:** 2026-03-21T21:06:00Z
+- **Tasks:** 2
+- **Files modified:** 2
+
+## Accomplishments
+- preparePdf() gains 6th optional param agentInitialsData; embeds PNG once before field loop and draws at each agent-initials field coordinate
+- prepare route fetches both agentSignatureData and agentInitialsData in a single DB query (one round-trip, not two)
+- 422 guard returns { error: 'agent-initials-missing' } when agent-initials fields present but no initials saved — no silent failure
+- Existing 'initials' (client-initials) branch and 'agent-signature' branch left completely untouched — zero regressions
+
+## Task Commits
+
+Each task was committed atomically:
+
+1. **Task 1: preparePdf() — add agentInitialsData param and embed at agent-initials field coordinates** - `fae1cf1` (feat)
+2. **Task 2: prepare route — fetch agentInitialsData in same query, 422 guard, pass to preparePdf** - `c876579` (feat)
+
+**Plan metadata:** (included in final docs commit)
+
+## Files Created/Modified
+- `teressa-copeland-homes/src/lib/pdf/prepare-document.ts` - Added agentInitialsData 6th param, embedPng block before loop, agent-initials drawImage branch in loop
+- `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()
+
+## Decisions Made
+- agentInitialsData defaults to null (6th optional param) so existing call sites compile unchanged until Task 2 updates the prepare route
+- Placed agent-initials drawImage branch immediately after agent-signature branch — consistent ordering, client-initials branch untouched
+- DB query extended via columns selector (not a second query) — single round-trip matches Phase 11 Plan 02 pattern
+
+## Deviations from Plan
+
+None - plan executed exactly as written.
+
+## Issues Encountered
+None.
+
+## User Setup Required
+None - no external service configuration required.
+
+## Next Phase Readiness
+- 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
+- 422 guard ready to test: prepare with no initials saved should return { error: 'agent-initials-missing' }
+- Client-initials regression check: purple Initials placeholder still draws at prepare time; client still prompted during signing
+
+## Self-Check: PASSED
+- FOUND: teressa-copeland-homes/src/lib/pdf/prepare-document.ts
+- FOUND: teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts
+- FOUND: .planning/phases/11.1-agent-and-client-initials/11.1-02-SUMMARY.md
+- FOUND: commit fae1cf1 (Task 1)
+- FOUND: commit c876579 (Task 2)
+
+---
+*Phase: 11.1-agent-and-client-initials*
+*Completed: 2026-03-21*