Chandler Copeland ae17e017d3 docs(11.1): create phase plan — agent and client initials ...

Added INIT-01 through INIT-04 requirements to REQUIREMENTS.md. Updated
ROADMAP.md with Phase 11.1 goal, success criteria, and plan list. Created
three plan files mirroring Phase 11 structure: 11.1-01 (DB migration, API
routes, AgentInitialsPanel, FieldPlacer token), 11.1-02 (preparePdf
agentInitialsData param + prepare route guard), 11.1-03 (human E2E
verification checkpoint).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

2026-03-21 14:55:00 -06:00

..

01-foundation

docs(phase-1): complete phase execution — Foundation ✓

2026-03-19 14:34:56 -06:00

02-marketing-site

docs(phase-02): complete phase execution

2026-03-19 15:27:47 -06:00

03-agent-portal-shell

docs(phase-3): complete phase execution and verification

2026-03-19 17:53:40 -06:00

04-pdf-ingest

docs(phase-04): complete phase execution

2026-03-19 22:13:15 -06:00

05-pdf-fill-and-field-mapping

wip: phase 05-04 paused — readOnly lock not working after Sent transition

2026-03-20 10:42:35 -06:00

06-signing-flow

wip: 06-signing-flow paused at post-execution bug fixes

2026-03-21 10:16:06 -06:00

07-audit-trail-and-download

docs(phase-7): complete phase execution and verification

2026-03-21 11:02:37 -06:00

08-schema-foundation-and-signing-page-safety

docs(phase-08): complete phase execution

2026-03-21 12:00:27 -06:00

09-client-property-address

docs(phase-9): complete phase execution

2026-03-21 12:32:39 -06:00

10-expanded-field-types-end-to-end

docs(10-03): complete Phase 10 — expanded field types end-to-end

2026-03-21 13:42:28 -06:00

11-agent-saved-signature-and-signing-workflow

docs(phase-11): complete phase execution

2026-03-21 14:39:13 -06:00

11.1-agent-and-client-initials

docs(11.1): create phase plan — agent and client initials

2026-03-21 14:55:00 -06:00