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docs(phase-11.1): complete phase execution

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Chandler Copeland
2026-03-21 15:15:08 -06:00
parent a9607763fa
commit f3cf24078b
3 changed files with 171 additions and 3 deletions
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4
.planning/ROADMAP.md
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@@ -244,7 +244,7 @@ Plans:
Plans:
- [ ] 11.1-01-PLAN.md — DB migration (agentInitialsData TEXT on users), GET/PUT /api/agent/initials routes, AgentInitialsPanel component, profile page section, FieldPlacer agent-initials palette token (orange), isClientVisibleField() + SignatureFieldType updates
- [ ] 11.1-02-PLAN.md — preparePdf() agentInitialsData param + embedPng/drawImage at agent-initials coordinates; prepare route fetches agentInitialsData + 422 guard; confirm 'initials' (client-initials) unchanged
- [ ] 11.1-03-PLAN.md — Full Phase 11.1 human verification checkpoint
- [x] 11.1-03-PLAN.md — Full Phase 11.1 human verification checkpoint (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
@@ -296,6 +296,6 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
| 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 | - |
| 11.1. Agent and Client Initials (INSERTED) | 3/3 | Complete | 2026-03-21 | - |
| 11.1. Agent and Client Initials (INSERTED) | 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 | - |