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Chandler Copeland e594e27f4e docs(11-03): complete Phase 11 human verification — all AGENT requirements confirmed

- Created 11-03-SUMMARY.md: E2E human verification approved; AGENT-01 through AGENT-04 confirmed live
- Updated STATE.md: Phase 11 complete (11/13 phases), plan 3/3 done, decisions appended
- Updated ROADMAP.md: Phase 11 marked 3/3 Complete

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

2026-03-21 14:33:10 -06:00

5.4 KiB

Raw Blame History

phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, requirements-completed, duration, completed

phase

plan

subsystem

tags

requires

provides

affects

tech-stack

key-files

key-decisions

patterns-established

requirements-completed

duration

completed

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

verification

end-to-end

human-verification

agent-signature

signing-workflow

phase	provides
11-01	agentSignatureData DB column; GET/PUT API; AgentSignaturePanel; /portal/profile; red Agent Signature FieldPlacer token

phase	provides
11-02	preparePdf() PNG embedding at agent-sig field coordinates; 422 guard in prepare route

Phase 11 fully verified end-to-end by human — all AGENT requirements confirmed live

AGENT-01 confirmed: agent drew and saved signature; thumbnail visible at /portal/profile

AGENT-02 confirmed: Update Signature flow replaced saved signature with new thumbnail

AGENT-03 confirmed: red Agent Signature token visible and usable in FieldPlacer palette

AGENT-04 confirmed: prepared PDF contains agent signature PNG at placed field coordinates; client signing session shows no agent-signature overlay

phase-12-document-preview

phase-13-ai-field-placement

added

patterns

Human verification checkpoint: agent draws once, places field, prepares, downloads PDF and visually inspects embedded PNG

created

modified

No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; this plan is pure human E2E verification

All four AGENT requirements (AGENT-01 through AGENT-04) verified by human in a single 5-step live test

Agent signature full-pipeline: agent draws at /portal/profile → PUT /api/agent/signature → users.agentSignatureData → FieldPlacer places token → preparePdf() embedPng + drawImage → embedded PNG in prepared PDF; client signing unaffected

AGENT-01

AGENT-02

AGENT-03

AGENT-04

<1min

2026-03-21

Phase 11 Plan 03: Human End-to-End Verification Summary

All four AGENT requirements confirmed live: agent draws and saves signature at /portal/profile, places red Agent Signature token in FieldPlacer, prepares document, and downloaded PDF shows embedded PNG at field coordinates — client signing session shows no agent-signature overlay

Performance

Duration: <1 min (verification checkpoint; no code written)
Completed: 2026-03-21T20:30:59Z
Tasks: 1 (human-verify checkpoint)
Files modified: 0

Accomplishments

Human confirmed all 5 verification steps of Phase 11 end-to-end agent signature workflow
AGENT-01 verified: agent drew a distinctive signature on the canvas at /portal/profile, clicked Save Signature, and the canvas was replaced by a thumbnail image
AGENT-02 verified: agent clicked Update Signature, drew a different signature, and the new thumbnail replaced the old one
AGENT-03 verified: FieldPlacer palette shows red "Agent Signature" token; drag-and-drop placed a red field box on the PDF
AGENT-04 verified: Prepare succeeded; downloaded PDF opened and showed the agent's saved signature PNG embedded at the placed field coordinates; client signing link showed no agent-signature overlay

Task Commits

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

Previously committed work verified by this plan:

e07ed30 - feat(11-01): DB migration and API routes for agent signature storage
f383f91 - feat(11-01): AgentSignaturePanel, profile page, PortalNav link, FieldPlacer token
d9652e1 - feat(11-02): preparePdf() agentSignatureData param + embed-once-draw-many at agent-sig fields
b2e9810 - feat(11-02): prepare route — fetch agentSignatureData, 422 guard, pass to preparePdf

Files Created/Modified

None — Plan 03 is a human verification checkpoint; all artifacts were delivered in Plans 01 and 02.

Decisions Made

No code changes required in Plan 03. The plan is a pure human E2E verification checkpoint confirming that all work from Plans 01 and 02 integrates correctly.
Human approval ("approved") received confirming all 5 verification steps passed.

Deviations from Plan

None - plan executed exactly as written. No code changes were planned; human verified and approved.

Issues Encountered

None.

User Setup Required

None - no external service configuration required.

Next Phase Readiness

Phase 11 is fully complete. All four AGENT requirements (AGENT-01, AGENT-02, AGENT-03, AGENT-04) have been implemented and verified end-to-end by a human.
Phase 12 (document preview) can proceed. Previously noted blocker: deployment target (Vercel serverless vs. self-hosted) must be confirmed before implementing preview route — write-to-disk preview pattern silently fails on Vercel ephemeral filesystem.
Phase 13 (AI field placement) has no dependency on Phase 11 and can also proceed.

Phase: 11-agent-saved-signature-and-signing-workflow Completed: 2026-03-21

Self-Check: PASSED

FOUND: .planning/phases/11-agent-saved-signature-and-signing-workflow/11-03-SUMMARY.md
FOUND commit e07ed30: feat(11-01): DB migration and API routes for agent signature storage
FOUND commit f383f91: feat(11-01): AgentSignaturePanel, profile page, PortalNav link, FieldPlacer token
FOUND commit d9652e1: feat(11-02): preparePdf() agentSignatureData param + embed-once-draw-many at agent-sig fields
FOUND commit b2e9810: feat(11-02): prepare route — fetch agentSignatureData, 422 guard, pass to preparePdf

5.4 KiB Raw Blame History