---
phase: 11.1-agent-and-client-initials
plan: "03"
subsystem: testing
tags: [e2e-verification, agent-initials, client-initials, signing-workflow]

# Dependency graph
requires:
  - phase: 11.1-agent-and-client-initials
    plan: "01"
    provides: agentInitialsData column, GET/PUT /api/agent/initials, AgentInitialsPanel, orange palette token, isClientVisibleField() security boundary
  - phase: 11.1-agent-and-client-initials
    plan: "02"
    provides: preparePdf() agentInitialsData param with embed-once-draw-many, 422 guard in prepare route, single DB query fetch
provides:
  - Human end-to-end verification confirming all four INIT requirements satisfied in live portal testing
  - Phase 11.1 marked complete
affects: []

# Tech tracking
tech-stack:
  added: []
  patterns: []

key-files:
  created: []
  modified: []

key-decisions:
  - "No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; Plan 03 is pure human E2E verification"
  - "All four INIT requirements (INIT-01 through INIT-04) verified by human in a single 5-step live test"

patterns-established: []

requirements-completed: [INIT-01, INIT-02, INIT-03, INIT-04]

# Metrics
duration: <1min
completed: 2026-03-21
---

# Phase 11.1 Plan 03: Human E2E Verification Summary

**All four INIT requirements confirmed working end-to-end by human: agent draws/saves initials, initials embedded in prepared PDF at placed field coordinates, agent-initials absent from client signing session, existing client-initials flow unaffected**

## Performance

- **Duration:** <1 min (human verification checkpoint)
- **Started:** 2026-03-21
- **Completed:** 2026-03-21
- **Tasks:** 1 (human verification checkpoint — approved)
- **Files modified:** 0

## Accomplishments

- INIT-01 verified: Agent drew and saved initials on /portal/profile; thumbnail visible with "Update Initials" button
- INIT-02 verified: "Update Initials" flow replaces saved initials with a new one; thumbnail updates correctly
- INIT-03 verified: Orange "Agent Initials" token visible in FieldPlacer palette; initials PNG embedded in prepared PDF at placed field coordinates; agent-initials field absent from client signing session
- INIT-04 verified: Existing purple "Initials" client token unchanged; client still prompted to initial during signing; modal shows "Add Initials"; initials embedded correctly in signed PDF

## Task Commits

No code commits in this plan — all implementation was completed in Plans 01 and 02.

**Plan metadata:** (included in final docs commit)

## Files Created/Modified

None — this plan contains no code changes. All deliverables were shipped in Plans 01 and 02.

## Decisions Made

- No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; this plan is pure human E2E verification
- All four INIT requirements verified by human in a single 5-step live test on 2026-03-21

## Verification Steps Passed

**Step 1 — Save agent initials (INIT-01):**
- /portal/profile shows both "Agent Signature" section (existing, unchanged) AND new "Agent Initials" section below it
- Drawing initials on the canvas and clicking "Save Initials" replaces canvas with thumbnail and "Update Initials" button

**Step 2 — Update agent initials (INIT-02):**
- "Update Initials" opens canvas; drawing and saving new initials replaces old thumbnail with new one

**Step 3 — Place agent-initials field and prepare (INIT-03):**
- Orange "Agent Initials" token visible in FieldPlacer palette (7th token, distinct from purple "Initials" client token)
- Dragging token places orange field box on PDF
- Prepare succeeds (no 422 error)
- Downloaded prepared PDF shows initials PNG embedded at the correct position

**Step 4 — Confirm agent-initials absent from client signing page (INIT-03):**
- Client signing link shows no interactive overlay at agent-initials field position
- Client-signature and initials overlays (if placed) still appear normally for the client

**Step 5 — Confirm client-initials unchanged (INIT-04):**
- Purple "Initials" token still works in FieldPlacer
- Prepare embeds purple placeholder at correct coordinates
- Client signing session shows interactive initials overlay
- "Add Initials" modal opens; submitted initials embedded correctly in signed PDF

## Deviations from Plan

None - plan executed exactly as written (checkpoint approved, no code changes).

## Issues Encountered

None.

## User Setup Required

None - no external service configuration required.

## Next Phase Readiness

- Phase 11.1 is complete. All four INIT requirements (INIT-01 through INIT-04) are satisfied and confirmed by live human testing.
- Phase 12 (deployment) pending confirmation of deployment target (Vercel serverless vs. self-hosted container) — see existing blocker in STATE.md.
- Phase 13 (AI coordinate accuracy) still requires integration test with full Utah REPC before ship.

## Self-Check: PASSED

- SUMMARY.md created at .planning/phases/11.1-agent-and-client-initials/11.1-03-SUMMARY.md
- No code commits expected in this plan (human-verify checkpoint only)
- Plans 01 and 02 commits exist: 33f499c, d9f618f (plan 01), fae1cf1, c876579 (plan 02)

---
*Phase: 11.1-agent-and-client-initials*
*Completed: 2026-03-21*