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docs(phase-11): complete phase execution

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Chandler Copeland
2026-03-21 14:39:13 -06:00
parent e594e27f4e
commit efa7edddbb
3 changed files with 150 additions and 5 deletions
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4
.planning/ROADMAP.md
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@@ -225,7 +225,7 @@ Plans:
Plans:
- [ ] 11-01-PLAN.md — DB migration (agentSignatureData TEXT on users), GET/PUT /api/agent/signature routes, AgentSignaturePanel (draw + save + thumbnail), /portal/profile page, PortalNav Profile link, FieldPlacer agent-signature palette token
- [ ] 11-02-PLAN.md — preparePdf() agentSignatureData param + embedPng/drawImage at agent-sig coordinates; prepare route fetches agentSignatureData + 422 guard when sig missing
- [ ] 11-03-PLAN.md — Full Phase 11 human verification checkpoint (draw, save, place, prepare, verify embedded in PDF + absent from client signing page)
- [x] 11-03-PLAN.md — Full Phase 11 human verification checkpoint (draw, save, place, prepare, verify embedded in PDF + absent from client signing page) (completed 2026-03-21)
### Phase 12: Filled Document Preview
**Goal**: Agent sees a live filled preview of the fully-prepared document — with all text, signatures, and field stamps embedded — before the Send button becomes available
@@ -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 | 3/3 | Complete | 2026-03-21 | - |
| 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 | - |