docs(11-02): complete agent signature bake-in prepare pipeline plan
- 11-02-SUMMARY.md: preparePdf() embeds agent PNG + prepare route 422 guard - STATE.md: advance to plan 2 of 3, add phase 11-02 decisions, update metrics - ROADMAP.md: phase 11 progress updated (2/3 plans complete) - REQUIREMENTS.md: AGENT-04 marked complete
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Chandler Copeland
@@ -81,7 +81,7 @@
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- [x] **AGENT-01**: Agent can draw and save a signature to their account profile (drawn once, reused)
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- [x] **AGENT-02**: Agent can update their saved signature at any time
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- [x] **AGENT-03**: Agent can place agent signature field markers on a PDF
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- [ ] **AGENT-04**: Agent applies their saved signature to agent signature fields during document preparation (before sending to client)
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- [x] **AGENT-04**: Agent applies their saved signature to agent signature fields during document preparation (before sending to client)
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### Document Preview
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@@ -176,7 +176,7 @@ Which phases cover which requirements. Updated during roadmap creation.
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| AGENT-01 | Phase 11 | Complete |
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| AGENT-02 | Phase 11 | Complete |
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| AGENT-03 | Phase 11 | Complete |
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| AGENT-04 | Phase 11 | Pending |
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| AGENT-04 | Phase 11 | Complete |
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| PREV-01 | Phase 12 | Pending |
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| AI-01 | Phase 13 | Pending |
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| AI-02 | Phase 13 | Pending |
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@@ -276,6 +276,6 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8 →
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| 8. Schema Foundation and Signing Page Safety | 2/2 | Complete | 2026-03-21 | - |
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| 9. Client Property Address | 1/1 | Complete | 2026-03-21 | - |
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| 10. Expanded Field Types End-to-End | v1.1 | 3/3 | Complete | 2026-03-21 |
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| 11. Agent Saved Signature and Signing Workflow | 1/3 | In Progress| | - |
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| 11. Agent Saved Signature and Signing Workflow | 2/3 | In Progress| | - |
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| 12. Filled Document Preview | v1.1 | 0/2 | Not started | - |
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| 13. AI Field Placement and Pre-fill | v1.1 | 0/4 | Not started | - |
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@@ -3,12 +3,12 @@ gsd_state_version: 1.0
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milestone: v1.1
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milestone_name: Smart Document Preparation
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status: in_progress
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last_updated: "2026-03-21T20:13:00.000Z"
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last_updated: "2026-03-21T20:07:05Z"
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progress:
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total_phases: 13
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completed_phases: 10
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total_plans: 37
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completed_plans: 35
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completed_plans: 36
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---
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# Project State
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@@ -23,9 +23,9 @@ See: .planning/PROJECT.md (updated 2026-03-21)
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## Current Position
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Phase: 11 of 13 (Agent Saved Signature and Signing Workflow) — IN PROGRESS
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Plan: 1 of 3 in phase 11
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Plan: 2 of 3 in phase 11
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Status: In progress
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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.
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Last activity: 2026-03-21 — Phase 11 Plan 02 complete: preparePdf() embeds agent signature PNG at agent-sig field coordinates; prepare route fetches agentSignatureData from DB with 422 guard when signature missing.
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Progress: [██████████░░░] 77% (10/13 phases complete)
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@@ -49,6 +49,7 @@ Progress: [██████████░░░] 77% (10/13 phases complete)
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| Phase 09-client-property-address P01 | 25 | 3 tasks | 7 files |
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| Phase 10-expanded-field-types-end-to-end P02 | 2 | 2 tasks | 2 files |
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| Phase 11-agent-saved-signature P01 | 8 | 2 tasks | 7 files |
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| Phase 11-agent-saved-signature P02 | 2 | 2 tasks | 2 files |
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## Accumulated Context
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@@ -76,6 +77,9 @@ Recent decisions affecting v1.1 work:
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- [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
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- [Phase 11-01]: AgentSignaturePanel fully self-contained — local state, fetch/save within component, no external context needed
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- [Phase 11-01]: Agent Signature palette token is red #dc2626 to visually distinguish from client-facing field types
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- [Phase 11-02]: PDFImage embedded once before field loop and reused via drawImage in loop — embed-once-draw-many pattern
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- [Phase 11-02]: Session guard strengthened to !session?.user?.id in prepare route — required for TypeScript narrowing of session.user.id to string
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- [Phase 11-02]: 422 guard fires only when hasAgentSigFields && !agentSignatureData — documents with no agent-sig fields prepare normally
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### Pending Todos
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@@ -89,5 +93,5 @@ None yet.
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## Session Continuity
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Last session: 2026-03-21
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Stopped at: Completed 11-agent-saved-signature-and-signing-workflow/11-01-PLAN.md
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Stopped at: Completed 11-agent-saved-signature-and-signing-workflow/11-02-PLAN.md
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Resume file: None
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@@ -0,0 +1,109 @@
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---
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phase: 11-agent-saved-signature-and-signing-workflow
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plan: "02"
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subsystem: pdf
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tags: [pdf-lib, agent-signature, prepare-pipeline, drizzle-orm]
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# Dependency graph
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requires:
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- phase: 11-01
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provides: agentSignatureData column on users table; agent-signature field type in FieldPlacer
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provides:
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- preparePdf() embeds agent PNG at agent-signature field coordinates via pdfDoc.embedPng + page.drawImage
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- prepare route fetches agentSignatureData from DB and passes to preparePdf()
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- 422 guard when agent-signature fields present but no signature saved
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affects: [phase-12-preview, phase-13-ai-field-placement]
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# Tech tracking
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tech-stack:
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added: []
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patterns: [embed-once-draw-many for PDFImage reuse across field loop; 422 guard before preparePdf for missing agent signature]
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key-files:
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created: []
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modified:
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- teressa-copeland-homes/src/lib/pdf/prepare-document.ts
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- teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts
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key-decisions:
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- "PDFImage embedded once before field loop and reused across all agent-sig fields — matches plan guidance, avoids repeated embed cost"
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- "Session guard strengthened to !session?.user?.id in prepare route — matches established pattern from agent/signature route; fixes TypeScript narrowing"
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- "422 guard fires only when agent-sig fields exist AND no signature is saved — documents with no agent-sig fields prepare normally"
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patterns-established:
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- "embed-once-draw-many: call pdfDoc.embedPng() once before field loop, store PDFImage, reuse in drawImage calls inside loop"
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- "422-before-prepare: validate preconditions (agent sig present) before calling preparePdf() to prevent silent no-ops"
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requirements-completed: [AGENT-04]
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# Metrics
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duration: 2min
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completed: 2026-03-21
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---
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# Phase 11 Plan 02: Agent Signature Bake-In Summary
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**preparePdf() embeds agent PNG at agent-signature field coordinates using pdfDoc.embedPng + page.drawImage; prepare route fetches agentSignatureData from DB with a 422 guard when fields exist but no signature is saved**
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## Performance
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- **Duration:** ~2 min
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- **Started:** 2026-03-21T20:05:41Z
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- **Completed:** 2026-03-21T20:07:05Z
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- **Tasks:** 2
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- **Files modified:** 2
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## Accomplishments
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- `preparePdf()` gains optional 5th parameter `agentSignatureData: string | null = null`; agent-signature stub replaced with real `page.drawImage()` call using field.x/y/width/height
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- `PDFImage` imported from `@cantoo/pdf-lib`; image embedded once before field loop and reused across all agent-sig fields
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- Prepare route fetches `agentSignatureData` from `users` table for the authenticated session; passes it as 5th arg to `preparePdf()`
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- 422 guard with `{ error: 'agent-signature-missing' }` fires when any `agent-signature` field exists but no signature has been saved
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: preparePdf() — add agentSignatureData param and embed at agent-sig field coordinates** - `d9652e1` (feat)
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2. **Task 2: prepare route — fetch agentSignatureData, 422 guard, pass to preparePdf** - `b2e9810` (feat)
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## Files Created/Modified
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- `teressa-copeland-homes/src/lib/pdf/prepare-document.ts` - Added `agentSignatureData` param, `PDFImage` import, embed-once-draw-many block, replaced agent-signature stub with `drawImage`
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- `teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts` - Added `users`/`getFieldType` imports, strengthened session guard, DB fetch, 422 guard, 5-arg `preparePdf()` call
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## Decisions Made
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- PDFImage embedded once before field loop and reused — avoids re-embedding cost per field and matches plan guidance
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- Session guard strengthened from `!session` to `!session?.user?.id` — required for TypeScript narrowing so `session.user.id` is a `string` (not `string | undefined`) when passed to `eq()`
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- 422 guard fires only when `hasAgentSigFields && !agentSignatureData` — documents with no agent-signature fields prepare normally, preserving backward compatibility
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## Deviations from Plan
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### Auto-fixed Issues
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**1. [Rule 1 - Bug] Strengthened session guard to enable TypeScript narrowing**
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- **Found during:** Task 2 (prepare route — fetch agentSignatureData, 422 guard, pass to preparePdf)
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- **Issue:** Original `if (!session)` guard left `session.user` and `session.user.id` as possibly-undefined; TypeScript TS2769 + TS18048 errors when passing `session.user.id` to `eq(users.id, ...)`
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- **Fix:** Changed `if (!session)` to `if (!session?.user?.id)` — matches established pattern from `src/app/api/agent/signature/route.ts` (11-01)
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- **Files modified:** `teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts`
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- **Verification:** `npx tsc --noEmit` passed with zero errors after fix
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- **Committed in:** `b2e9810` (part of Task 2 commit)
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---
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**Total deviations:** 1 auto-fixed (Rule 1 - type-narrowing bug in session guard)
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**Impact on plan:** Minimal — single-line guard change consistent with established codebase pattern. No scope creep.
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## Issues Encountered
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- TypeScript TS2769/TS18048 errors on `session.user.id` due to weaker session guard than established pattern. Resolved immediately by adopting `!session?.user?.id` guard (same as agent/signature route added in 11-01).
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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- AGENT-04 complete: agent's saved PNG is baked into prepared PDFs before reaching the client
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- Client signing session unaffected — `isClientVisibleField()` already excludes `agent-signature` fields
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- Phase 12 (preview route) can proceed; Phase 13 (AI field placement) has no dependency on this plan
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- Functional verification (draw → save → prepare → download PDF and inspect embedded signature) is recommended before Phase 12
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---
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*Phase: 11-agent-saved-signature-and-signing-workflow*
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*Completed: 2026-03-21*
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