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docs(11.1-01): complete agent initials storage and UI plan

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- Create 11.1-01-SUMMARY.md with task commits, decisions, and file inventory
- Update STATE.md: position, decisions (4 recorded), session continuity
- Update ROADMAP.md: phase 11.1 progress (1/3 plans complete, In Progress)
- Mark INIT-01, INIT-02, INIT-03, INIT-04 complete in REQUIREMENTS.md
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Chandler Copeland
2026-03-21 15:01:32 -06:00
parent d9f618f69a
commit ec7f726cae
4 changed files with 145 additions and 18 deletions
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16
.planning/REQUIREMENTS.md
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@@ -85,10 +85,10 @@
### Initials
- [ ] **INIT-01**: Agent can draw and save initials to their account profile — thumbnail is displayed on the profile page (drawn once, reused)
- [ ] **INIT-02**: Agent can update (replace) their saved initials at any time
- [ ] **INIT-03**: Agent can place agent-initials field markers on a PDF — saved initials PNG is embedded at prepare time, invisible to the client during signing
- [ ] **INIT-04**: Agent can place client-initials (existing 'initials' type) fields on a PDF — client must initial each one during the signing session (the 'initials' field type is already fully wired end-to-end; this requirement is satisfied by confirming FieldPlacer exposes the token and the signing page handles it correctly)
- [x] **INIT-01**: Agent can draw and save initials to their account profile — thumbnail is displayed on the profile page (drawn once, reused)
- [x] **INIT-02**: Agent can update (replace) their saved initials at any time
- [x] **INIT-03**: Agent can place agent-initials field markers on a PDF — saved initials PNG is embedded at prepare time, invisible to the client during signing
- [x] **INIT-04**: Agent can place client-initials (existing 'initials' type) fields on a PDF — client must initial each one during the signing session (the 'initials' field type is already fully wired end-to-end; this requirement is satisfied by confirming FieldPlacer exposes the token and the signing page handles it correctly)
### Document Preview
@@ -184,10 +184,10 @@ Which phases cover which requirements. Updated during roadmap creation.
| AGENT-02 | Phase 11 | Complete |
| AGENT-03 | Phase 11 | Complete |
| AGENT-04 | Phase 11 | Complete |
| INIT-01 | Phase 11.1 | Pending |
| INIT-02 | Phase 11.1 | Pending |
| INIT-03 | Phase 11.1 | Pending |
| INIT-04 | Phase 11.1 | Pending |
| INIT-01 | Phase 11.1 | Complete |
| INIT-02 | Phase 11.1 | Complete |
| INIT-03 | Phase 11.1 | Complete |
| INIT-04 | Phase 11.1 | Complete |
| PREV-01 | Phase 12 | Pending |
| AI-01 | Phase 13 | Pending |
| AI-02 | Phase 13 | Pending |