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

- 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>

.planning/ROADMAP.md

@@ -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 | - |

.planning/STATE.md

@@ -3,12 +3,12 @@ gsd_state_version: 1.0
 milestone: v1.1
 milestone_name: Smart Document Preparation
 status: in_progress
-last_updated: "2026-03-21T20:07:05Z"
+last_updated: "2026-03-21T20:32:36.201Z"
 progress:
   total_phases: 13
-  completed_phases: 10
+  completed_phases: 11
   total_plans: 37
-  completed_plans: 36
+  completed_plans: 37
 ---
 
 # Project State
@@ -22,12 +22,12 @@ See: .planning/PROJECT.md (updated 2026-03-21)
 
 ## Current Position
 
-Phase: 11 of 13 (Agent Saved Signature and Signing Workflow) — IN PROGRESS
+Phase: 11 of 13 (Agent Saved Signature and Signing Workflow) — COMPLETE
-Plan: 2 of 3 in phase 11
+Plan: 3 of 3 in phase 11 (complete)
-Status: In progress
+Status: Phase 11 complete — advancing to Phase 12
-Last activity: 2026-03-21 — Phase 11 Plan 02 complete: preparePdf() embeds agent signature PNG at agent-sig field coordinates; prepare route fetches agentSignatureData from DB with 422 guard when signature missing.
+Last activity: 2026-03-21 — Phase 11 Plan 03 complete: human E2E verification approved; all four AGENT requirements (AGENT-01 through AGENT-04) confirmed live.
 
-Progress: [██████████░░░] 77% (10/13 phases complete)
+Progress: [███████████░░] 85% (11/13 phases complete)
 
 ## Performance Metrics
 
@@ -50,6 +50,7 @@ Progress: [██████████░░░] 77% (10/13 phases complete)
 | Phase 10-expanded-field-types-end-to-end P02 | 2 | 2 tasks | 2 files |
 | Phase 11-agent-saved-signature P01 | 8 | 2 tasks | 7 files |
 | Phase 11-agent-saved-signature P02 | 2 | 2 tasks | 2 files |
+| Phase 11-agent-saved-signature P03 | <1 | 1 task | 0 files |
 
 ## Accumulated Context
 
@@ -80,6 +81,8 @@ Recent decisions affecting v1.1 work:
 - [Phase 11-02]: PDFImage embedded once before field loop and reused via drawImage in loop — embed-once-draw-many pattern
 - [Phase 11-02]: Session guard strengthened to !session?.user?.id in prepare route — required for TypeScript narrowing of session.user.id to string
 - [Phase 11-02]: 422 guard fires only when hasAgentSigFields && !agentSignatureData — documents with no agent-sig fields prepare normally
+- [Phase 11-03]: No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; Plan 03 is pure human E2E verification
+- [Phase 11-03]: All four AGENT requirements (AGENT-01 through AGENT-04) verified by human in a single 5-step live test
 
 ### Pending Todos
 
@@ -93,5 +96,5 @@ None yet.
 ## Session Continuity
 
 Last session: 2026-03-21
-Stopped at: Completed 11-agent-saved-signature-and-signing-workflow/11-02-PLAN.md
+Stopped at: Completed 11-agent-saved-signature-and-signing-workflow/11-03-PLAN.md (Phase 11 complete)
 Resume file: None

.planning/phases/11-agent-saved-signature-and-signing-workflow/11-03-SUMMARY.md

@@ -0,0 +1,111 @@
+---
+phase: 11-agent-saved-signature-and-signing-workflow
+plan: "03"
+subsystem: verification
+tags: [end-to-end, human-verification, agent-signature, signing-workflow]
+
+# Dependency graph
+requires:
+  - phase: 11-01
+    provides: "agentSignatureData DB column; GET/PUT API; AgentSignaturePanel; /portal/profile; red Agent Signature FieldPlacer token"
+  - phase: 11-02
+    provides: "preparePdf() PNG embedding at agent-sig field coordinates; 422 guard in prepare route"
+provides:
+  - "Phase 11 fully verified end-to-end by human — all AGENT requirements confirmed live"
+  - "AGENT-01 confirmed: agent drew and saved signature; thumbnail visible at /portal/profile"
+  - "AGENT-02 confirmed: Update Signature flow replaced saved signature with new thumbnail"
+  - "AGENT-03 confirmed: red Agent Signature token visible and usable in FieldPlacer palette"
+  - "AGENT-04 confirmed: prepared PDF contains agent signature PNG at placed field coordinates; client signing session shows no agent-signature overlay"
+affects: [phase-12-document-preview, phase-13-ai-field-placement]
+
+# Tech tracking
+tech-stack:
+  added: []
+  patterns:
+    - "Human verification checkpoint: agent draws once, places field, prepares, downloads PDF and visually inspects embedded PNG"
+
+key-files:
+  created: []
+  modified: []
+
+key-decisions:
+  - "No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; this plan is pure human E2E verification"
+  - "All four AGENT requirements (AGENT-01 through AGENT-04) verified by human in a single 5-step live test"
+
+patterns-established:
+  - "Agent signature full-pipeline: agent draws at /portal/profile → PUT /api/agent/signature → users.agentSignatureData → FieldPlacer places token → preparePdf() embedPng + drawImage → embedded PNG in prepared PDF; client signing unaffected"
+
+requirements-completed: [AGENT-01, AGENT-02, AGENT-03, AGENT-04]
+
+# Metrics
+duration: <1min
+completed: 2026-03-21
+---
+
+# Phase 11 Plan 03: Human End-to-End Verification Summary
+
+**All four AGENT requirements confirmed live: agent draws and saves signature at /portal/profile, places red Agent Signature token in FieldPlacer, prepares document, and downloaded PDF shows embedded PNG at field coordinates — client signing session shows no agent-signature overlay**
+
+## Performance
+
+- **Duration:** <1 min (verification checkpoint; no code written)
+- **Completed:** 2026-03-21T20:30:59Z
+- **Tasks:** 1 (human-verify checkpoint)
+- **Files modified:** 0
+
+## Accomplishments
+
+- Human confirmed all 5 verification steps of Phase 11 end-to-end agent signature workflow
+- AGENT-01 verified: agent drew a distinctive signature on the canvas at /portal/profile, clicked Save Signature, and the canvas was replaced by a thumbnail image
+- AGENT-02 verified: agent clicked Update Signature, drew a different signature, and the new thumbnail replaced the old one
+- AGENT-03 verified: FieldPlacer palette shows red "Agent Signature" token; drag-and-drop placed a red field box on the PDF
+- AGENT-04 verified: Prepare succeeded; downloaded PDF opened and showed the agent's saved signature PNG embedded at the placed field coordinates; client signing link showed no agent-signature overlay
+
+## Task Commits
+
+No code commits — all implementation was completed in Plans 01 and 02.
+
+Previously committed work verified by this plan:
+1. `e07ed30` - feat(11-01): DB migration and API routes for agent signature storage
+2. `f383f91` - feat(11-01): AgentSignaturePanel, profile page, PortalNav link, FieldPlacer token
+3. `d9652e1` - feat(11-02): preparePdf() agentSignatureData param + embed-once-draw-many at agent-sig fields
+4. `b2e9810` - feat(11-02): prepare route — fetch agentSignatureData, 422 guard, pass to preparePdf
+
+## Files Created/Modified
+
+None — Plan 03 is a human verification checkpoint; all artifacts were delivered in Plans 01 and 02.
+
+## Decisions Made
+
+- No code changes required in Plan 03. The plan is a pure human E2E verification checkpoint confirming that all work from Plans 01 and 02 integrates correctly.
+- Human approval ("approved") received confirming all 5 verification steps passed.
+
+## Deviations from Plan
+
+None - plan executed exactly as written. No code changes were planned; human verified and approved.
+
+## Issues Encountered
+
+None.
+
+## User Setup Required
+
+None - no external service configuration required.
+
+## Next Phase Readiness
+
+- Phase 11 is fully complete. All four AGENT requirements (AGENT-01, AGENT-02, AGENT-03, AGENT-04) have been implemented and verified end-to-end by a human.
+- Phase 12 (document preview) can proceed. Previously noted blocker: deployment target (Vercel serverless vs. self-hosted) must be confirmed before implementing preview route — write-to-disk preview pattern silently fails on Vercel ephemeral filesystem.
+- Phase 13 (AI field placement) has no dependency on Phase 11 and can also proceed.
+
+---
+*Phase: 11-agent-saved-signature-and-signing-workflow*
+*Completed: 2026-03-21*
+
+## Self-Check: PASSED
+
+- FOUND: .planning/phases/11-agent-saved-signature-and-signing-workflow/11-03-SUMMARY.md
+- FOUND commit e07ed30: feat(11-01): DB migration and API routes for agent signature storage
+- FOUND commit f383f91: feat(11-01): AgentSignaturePanel, profile page, PortalNav link, FieldPlacer token
+- FOUND commit d9652e1: feat(11-02): preparePdf() agentSignatureData param + embed-once-draw-many at agent-sig fields
+- FOUND commit b2e9810: feat(11-02): prepare route — fetch agentSignatureData, 422 guard, pass to preparePdf