red/.planning/phases/11.1-agent-and-client-initials/11.1-03-PLAN.md

phase, plan, type, wave, depends_on, files_modified, autonomous, requirements, must_haves

phase	plan	type	wave	depends_on	files_modified	autonomous	requirements	must_haves
11.1-agent-and-client-initials	03	execute	3	11.1-01 11.1-02		false	INIT-01 INIT-02 INIT-03 INIT-04	truths artifacts key_links All four INIT requirements (INIT-01 through INIT-04) verified by human in a single live test Agent initials draw, save, place, prepare, and PDF embedding round-trip confirmed working Client-initials (existing 'initials' type) confirmed unchanged — client can still initial fields during signing Agent-initials field never surfaces to the client signing page path provides teressa-copeland-homes/src/app/portal/(protected)/profile/page.tsx Profile page with both Agent Signature and Agent Initials sections visible path provides teressa-copeland-homes/src/lib/pdf/prepare-document.ts preparePdf() embeds agent initials at agent-initials field coordinates from to via pattern Agent saves initials at /portal/profile Prepared PDF PUT /api/agent/initials → users.agentInitialsData → preparePdf() → pdfDoc.embedPng + drawImage full pipeline

Human end-to-end verification of all Phase 11.1 requirements: draw and save initials on the profile page, place an agent-initials field, prepare the document, confirm the initials are embedded in the prepared PDF and absent from the client signing session, and confirm the existing client-initials flow is unaffected.

Purpose: All four INIT requirements are verified end-to-end by a human using the portal. No code changes in this plan — all deliverables were completed in Plans 01 and 02. Output: Phase 11.1 marked complete; INIT-01 through INIT-04 confirmed working.

<execution_context> @/Users/ccopeland/.claude/get-shit-done/workflows/execute-plan.md @/Users/ccopeland/.claude/get-shit-done/templates/summary.md </execution_context>

@.planning/STATE.md @.planning/phases/11.1-agent-and-client-initials/11.1-01-SUMMARY.md @.planning/phases/11.1-agent-and-client-initials/11.1-02-SUMMARY.md Task 1: Human verification — full Phase 11.1 agent and client initials end-to-end Run the dev server and execute the verification steps below. There are no code changes in this plan — all code was delivered in Plans 01 and 02. Complete Phase 11.1 agent and client initials implementation: - DB migration: agentInitialsData TEXT column on users table - GET/PUT /api/agent/initials API routes - AgentInitialsPanel component on /portal/profile (below Agent Signature section) - Orange "Agent Initials" token in FieldPlacer palette (7th token) - isClientVisibleField() updated to exclude agent-initials from client signing session - preparePdf() embeds agentInitialsData PNG at agent-initials field coordinates - prepare route 422 guard for missing initials + combined single-query fetch - Existing 'initials' (client-initials) pipeline confirmed untouched throughout Start the dev server: `cd /Users/ccopeland/temp/red/teressa-copeland-homes && npm run dev`

Step 1 — Save agent initials (INIT-01):

• Visit http://localhost:3000/portal/profile
• Confirm the page shows BOTH the "Agent Signature" section (existing, unchanged) AND a new "Agent Initials" section below it
• Draw your initials on the Agent Initials canvas
• Click "Save Initials"
• Expected: Canvas is replaced by a thumbnail of your initials with an "Update Initials" button

Step 2 — Update agent initials (INIT-02):

• Click "Update Initials" on the profile page
• Draw different initials
• Click "Save Updated Initials"
• Expected: New thumbnail replaces the old one

Step 3 — Place agent-initials field and prepare (INIT-03):

• Open any document in the portal and go to the prepare tab
• Confirm the FieldPlacer palette shows an orange "Agent Initials" token (7th token, distinct from the purple "Initials" client token)
• Drag the orange "Agent Initials" token and drop it onto the document (any page, any position)
• Expected: An orange field box appears on the PDF where you dropped it
• Assign the document to a client and click Prepare
• Expected: Prepare succeeds (no 422 error)
• Download the prepared PDF
• Open the prepared PDF — confirm your initials PNG is embedded at the position where you placed the field

Step 4 — Confirm agent-initials absent from client signing page (INIT-03):

• Send the prepared document to a client (or use the signing link directly)
• Open the signing link in the browser
• Expected: NO interactive overlay appears at the agent-initials field position
• Expected: Client-signature and initials overlays (if placed) still appear normally for the client

Step 5 — Confirm client-initials unchanged (INIT-04):

• Open a document and place the purple "Initials" token on it
• Prepare the document — confirm the prepared PDF shows a purple "Initials" placeholder at that position
• Open the signing link — confirm the purple initials overlay appears with animation
• Click the overlay — confirm the modal opens with "Add Initials" as the title
• Submit initials — confirm they are embedded in the signed PDF Type "approved" if all 5 steps pass. Describe any issues found if not (include step number and observed vs expected behavior). All 5 steps pass and human types "approved" Full end-to-end round-trip confirmed: agent draws/saves initials, places agent-initials field, prepares document with embedded initials PNG, client signing session shows no agent-initials overlay; existing client-initials ('initials' type) flow is unaffected

Human verification approved — all four INIT requirements confirmed by live testing: - INIT-01: Agent drew and saved initials; thumbnail visible at /portal/profile - INIT-02: "Update Initials" replaced saved initials with a new one - INIT-03: Orange "Agent Initials" token visible and usable in FieldPlacer palette; initials PNG embedded in prepared PDF at correct position; absent from client signing session - INIT-04: Existing purple "Initials" client token unchanged; client still prompted to initial during signing; modal shows "Add Initials"

<success_criteria> Human approves all 5 verification steps. Phase 11.1 is complete and all INIT requirements are satisfied. </success_criteria>

After completion, create `.planning/phases/11.1-agent-and-client-initials/11.1-03-SUMMARY.md`