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docs(11-01): complete agent saved signature storage and UI plan

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- Create 11-01-SUMMARY.md documenting agentSignatureData DB column, API routes, AgentSignaturePanel, profile page, nav link, FieldPlacer token
- Update STATE.md: advance to Plan 1 of 3, record Phase 11 decisions and metrics
- Update ROADMAP.md: Phase 11 now In Progress (1/3 summaries)
- Mark requirements AGENT-01, AGENT-02, AGENT-03 complete in REQUIREMENTS.md
This commit is contained in:
Chandler Copeland
2026-03-21 14:04:54 -06:00
parent f383f91445
commit f1dbf45e37
4 changed files with 150 additions and 15 deletions
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20
.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: in_progress
last_updated: "2026-03-21T20:00:00.000Z"
last_updated: "2026-03-21T20:13:00.000Z"
progress:
total_phases: 13
completed_phases: 10
total_plans: 34
completed_plans: 34
total_plans: 37
completed_plans: 35
---
# Project State
@@ -22,10 +22,10 @@ See: .planning/PROJECT.md (updated 2026-03-21)
## Current Position
Phase: 11 of 13 (Agent Saved Signature and Signing Workflow) — NOT STARTED
Plan: 0 of 3 in phase 11
Status: Ready to plan
Last activity: 2026-03-21 — Phase 10 complete: all 4 expanded field types (text, checkbox, initials, date) place, prepare, sign, and embed correctly. Human verification approved.
Phase: 11 of 13 (Agent Saved Signature and Signing Workflow) — IN PROGRESS
Plan: 1 of 3 in phase 11
Status: In progress
Last activity: 2026-03-21 — Phase 11 Plan 01 complete: agentSignatureData column + GET/PUT API routes + AgentSignaturePanel + /portal/profile page + PortalNav Profile link + FieldPlacer red Agent Signature token.
Progress: [██████████░░░] 77% (10/13 phases complete)
@@ -48,6 +48,7 @@ Progress: [██████████░░░] 77% (10/13 phases complete)
*Updated after each plan completion*
| Phase 09-client-property-address P01 | 25 | 3 tasks | 7 files |
| 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 |
## Accumulated Context
@@ -72,6 +73,9 @@ Recent decisions affecting v1.1 work:
- [Phase 10-expanded-field-types-end-to-end]: all field box backgrounds transparent in preparePdf — omit color param from drawRectangle = no fill; underlying PDF content always visible
- [Phase 10-expanded-field-types-end-to-end]: checkbox draws X lines only (no rectangle); FieldPlacer hides resize handles for checkbox (fixed 24x24pt, non-resizable)
- [Phase 10-expanded-field-types-end-to-end]: date stamp at sign time draws text directly — no white overwrite rectangle needed since no placeholder was drawn at prepare time
- [Phase 11-01]: Migration auto-named 0008_windy_cloak.sql by drizzle-kit; content is correct ALTER TABLE users ADD COLUMN agent_signature_data text
- [Phase 11-01]: AgentSignaturePanel fully self-contained — local state, fetch/save within component, no external context needed
- [Phase 11-01]: Agent Signature palette token is red #dc2626 to visually distinguish from client-facing field types
### Pending Todos
@@ -85,5 +89,5 @@ None yet.
## Session Continuity
Last session: 2026-03-21
Stopped at: Phase 10 complete (human verification approved). Ready to plan Phase 11.
Stopped at: Completed 11-agent-saved-signature-and-signing-workflow/11-01-PLAN.md
Resume file: None