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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
This commit is contained in:
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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28
.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: "2026-03-21T20:39:09.471Z"
last_updated: "2026-03-21T21:00:49.214Z"
progress:
total_phases: 11
total_phases: 12
completed_phases: 11
total_plans: 37
completed_plans: 37
total_plans: 40
completed_plans: 38
---
# Project State
@@ -22,10 +22,15 @@ See: .planning/PROJECT.md (updated 2026-03-21)
## Current Position
Phase: 11 of 13 (Agent Saved Signature and Signing Workflow) — COMPLETE
Plan: 3 of 3 in phase 11 (complete)
Status: Phase 11 complete — advancing to Phase 12
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.
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.
## Accumulated Context
### Roadmap Evolution
- Phase 11.1 inserted after Phase 11: Agent and Client Initials (URGENT)
Progress: [███████████░░] 85% (11/13 phases complete)
@@ -51,6 +56,7 @@ Progress: [███████████░░] 85% (11/13 phases complete)
| 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 |
| Phase 11.1-agent-and-client-initials P01 | 2 | 2 tasks | 6 files |
## Accumulated Context
@@ -83,6 +89,10 @@ Recent decisions affecting v1.1 work:
- [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
- [Phase 11.1-01]: Migration auto-named 0009_luxuriant_catseye.sql; agentInitialsData TEXT added to users table
- [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
### Pending Todos
@@ -96,5 +106,5 @@ None yet.
## Session Continuity
Last session: 2026-03-21
Stopped at: Completed 11-agent-saved-signature-and-signing-workflow/11-03-PLAN.md (Phase 11 complete)
Stopped at: Completed 11.1-agent-and-client-initials/11.1-01-PLAN.md
Resume file: None