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docs(11-03): complete Phase 11 human verification — all AGENT requirements confirmed

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- Created 11-03-SUMMARY.md: E2E human verification approved; AGENT-01 through AGENT-04 confirmed live
- Updated STATE.md: Phase 11 complete (11/13 phases), plan 3/3 done, decisions appended
- Updated ROADMAP.md: Phase 11 marked 3/3 Complete

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Chandler Copeland
2026-03-21 14:33:10 -06:00
parent f8de782a64
commit e594e27f4e
3 changed files with 125 additions and 11 deletions
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4
.planning/ROADMAP.md
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@@ -161,7 +161,7 @@ Plans:
- [x] **Phase 8: Schema Foundation and Signing Page Safety** - Add type discriminant to SignatureFieldData JSONB and harden signing page — safety gate before any new field type ships (completed 2026-03-21)
- [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)
- [ ] **Phase 11: Agent Saved Signature and Signing Workflow** - Draw once, save, apply to agent signature fields during document preparation before sending to client
- [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 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
@@ -276,6 +276,6 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
| 8. Schema Foundation and Signing Page Safety | 2/2 | Complete | 2026-03-21 | - |
| 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 | 2/3 | In Progress| | - |
| 11. Agent Saved Signature and Signing Workflow | 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 | - |