---
phase: 09-client-property-address
verified: 2026-03-21T00:00:00Z
status: human_needed
score: 5/5 must-haves verified
re_verification: false
human_verification:
  - test: "Create client with property address and verify profile display"
    expected: "ClientModal shows Property Address field; after save, the address appears in the header card on the client profile page"
    why_human: "Visual rendering and form submission flow cannot be verified programmatically"
  - test: "Edit client with pre-filled address"
    expected: "Clicking Edit on a client with an address opens ClientModal with the address pre-filled in the Property Address field"
    why_human: "defaultPropertyAddress prop hydration requires interactive browser session"
  - test: "Client with no address shows no address line"
    expected: "Client profile header card has no empty address row or placeholder text when propertyAddress is null"
    why_human: "Conditional render of {client.propertyAddress && ...} requires visual confirmation"
  - test: "PreparePanel text fill pre-seed"
    expected: "Opening a document for a client with an address shows a pre-populated 'propertyAddress' row in the text fill section without agent input"
    why_human: "Initial state seeding from lazy useState initializer requires runtime verification"
  - test: "PreparePanel empty for client without address"
    expected: "Text fill section shows a single blank row (no pre-populated rows) for a client without a property address"
    why_human: "Runtime state initialization branch cannot be confirmed from static analysis"
  - test: "Empty address coerced to NULL"
    expected: "Saving a client with a blank Property Address field stores NULL (not empty string) in the database"
    why_human: "DB write coercion via || null requires database-level inspection or server log review"
---

# Phase 9: Client Property Address Verification Report

**Phase Goal:** Agent can store a property address on a client profile so it is available as structured data for AI pre-fill
**Verified:** 2026-03-21
**Status:** human_needed
**Re-verification:** No — initial verification

---

## Goal Achievement

### Observable Truths

| # | Truth | Status | Evidence |
|---|-------|--------|----------|
| 1 | Agent can add or edit a property address on any client profile from the portal (create and edit modes in ClientModal) | VERIFIED | `ClientModal.tsx` line 13: `defaultPropertyAddress?: string` in props; line 62-73: full input field with `name="propertyAddress"`, `defaultValue={defaultPropertyAddress}`, placeholder "123 Main St, Salt Lake City, UT 84101". Both create and edit modes use the same form action. |
| 2 | Property address is persisted to the database as NULL when left blank, not as empty string | VERIFIED | `clients.ts` line 38: `propertyAddress: parsed.data.propertyAddress \|\| null` in createClient; line 67: same pattern in updateClient `.set()`. Empty string from FormData coerces to NULL before DB write. |
| 3 | Property address is displayed on the client profile page when non-null | VERIFIED | `ClientProfileClient.tsx` lines 51-53: `{client.propertyAddress && (<p style=...>{client.propertyAddress}</p>)}` — conditional render present. Server page `clients/[id]/page.tsx` uses `db.select()` wildcard which includes all columns, so `propertyAddress` flows to the component. |
| 4 | When opening a prepared document for a client who has a property address, the PreparePanel's text fill area arrives pre-populated with the address under the key 'propertyAddress' | VERIFIED | Three-layer wiring confirmed: (a) `documents/[docId]/page.tsx` line 23 selects `propertyAddress: clients.propertyAddress`; (b) line 68 passes `clientPropertyAddress={docClient?.propertyAddress ?? null}` to `PreparePanel`; (c) `PreparePanel.tsx` line 31-33 lazy useState: `() => (clientPropertyAddress ? { propertyAddress: clientPropertyAddress } : {})` seeds state; (d) line 156 passes `initialData` to `TextFillForm`; (e) `TextFillForm.tsx` line 20: `useState<TextRow[]>(() => buildInitialRows(initialData))` renders pre-seeded rows. The seeded `textFillData` is included in the POST body at `PreparePanel.tsx` line 110. |
| 5 | Clients without a property address work identically to before — no regressions on existing data | VERIFIED | Schema column is purely nullable (no `.notNull()`, no `.default()`). Zod schema uses `.optional()`. `|| null` coercion only applies to empty string. `clientPropertyAddress ?? null` in page.tsx handles missing docClient. Lazy initializer falls back to `{}` when null. No changes to unrelated server actions or API routes. |

**Score:** 5/5 truths verified (automated checks pass; human runtime verification required for UI/UX behaviors)

---

### Required Artifacts

| Artifact | Provides | Status | Details |
|----------|----------|--------|---------|
| `src/lib/db/schema.ts` | nullable `propertyAddress` column on clients table | VERIFIED | Line 58: `propertyAddress: text("property_address")` — no `.notNull()`, no `.default()` — matches nullable pattern of `sentAt`/`filePath` |
| `drizzle/0007_equal_nekra.sql` | ALTER TABLE migration for property_address | VERIFIED | File exists; content: `ALTER TABLE "clients" ADD COLUMN "property_address" text;` — single clean statement. Registered as `"tag": "0007_equal_nekra"` in `meta/_journal.json`. Snapshot `0007_snapshot.json` exists. Note: filename differs from plan spec (`0007_property_address.sql`) — drizzle-kit auto-generates names; this is expected behavior. |
| `src/lib/actions/clients.ts` | createClient/updateClient extended with propertyAddress | VERIFIED | Zod schema line 13: `propertyAddress: z.string().optional()`. createClient line 38: `propertyAddress: parsed.data.propertyAddress \|\| null`. updateClient line 67: same coercion in `.set({...})`. |
| `src/app/portal/_components/ClientModal.tsx` | Property address input field in create/edit modal | VERIFIED | Lines 13, 16: prop declared and destructured. Lines 62-73: labeled input field with correct `name="propertyAddress"`, `defaultValue={defaultPropertyAddress}`, no `required` attribute. |
| `src/app/portal/_components/ClientProfileClient.tsx` | Property address display in profile card | VERIFIED | Line 23: `propertyAddress?: string \| null` in Props type. Lines 51-53: conditional render. Line 95: `defaultPropertyAddress={client.propertyAddress ?? undefined}` passed to edit modal. |
| `src/app/portal/(protected)/documents/[docId]/page.tsx` | propertyAddress in client select, passed to PreparePanel | VERIFIED | Line 23: `propertyAddress: clients.propertyAddress` in `.select()`. Line 68: `clientPropertyAddress={docClient?.propertyAddress ?? null}` prop on PreparePanel. |
| `src/app/portal/(protected)/documents/[docId]/_components/PreparePanel.tsx` | clientPropertyAddress prop accepted, seeds textFillData + initialData | VERIFIED | Line 13: prop in interface. Lines 31-33: lazy useState with propertyAddress key. Lines 154-157: `<TextFillForm ... initialData={clientPropertyAddress ? { propertyAddress: clientPropertyAddress } : undefined} />`. Line 110: `textFillData` included in POST body. |
| `src/app/portal/(protected)/documents/[docId]/_components/TextFillForm.tsx` | initialData prop + buildInitialRows helper for pre-seeded rows | VERIFIED (unplanned addition) | Lines 8-9: `initialData?: Record<string, string>` prop. Lines 11-17: `buildInitialRows()` helper converts record to rows, appends blank row. Line 20: lazy useState uses helper. Not in PLAN artifacts — added as deviation fix during Task 3 checkpoint. Functionally necessary. |

---

### Key Link Verification

| From | To | Via | Status | Details |
|------|----|-----|--------|---------|
| `src/lib/db/schema.ts` | `drizzle/0007_equal_nekra.sql` | drizzle-kit generate + migrate | WIRED | Column `text("property_address")` in schema; migration `ALTER TABLE "clients" ADD COLUMN "property_address" text` in file; journal entry `0007_equal_nekra` confirmed. |
| `documents/[docId]/page.tsx` | `PreparePanel.tsx` | `clientPropertyAddress` prop | WIRED | page.tsx line 68: `clientPropertyAddress={docClient?.propertyAddress ?? null}` — matches plan's expected pattern `clientPropertyAddress={.*propertyAddress`. PreparePanel interface declares the prop; lazy useState consumes it. |
| `ClientProfileClient.tsx` | `ClientModal.tsx` | `defaultPropertyAddress` prop on edit modal call | WIRED | `ClientProfileClient.tsx` line 95: `defaultPropertyAddress={client.propertyAddress ?? undefined}` — matches plan's expected pattern `defaultPropertyAddress={client\.propertyAddress`. ClientModal declares and uses the prop. |
| `PreparePanel.tsx` | `TextFillForm.tsx` | `initialData` prop | WIRED (deviation) | PreparePanel lines 154-157 pass `initialData` to TextFillForm. TextFillForm's `buildInitialRows()` converts to TextRow[] with blank row appended. This link was not in the PLAN's key_links but is the critical bridge that makes pre-seeding visible in the UI. |
| `PreparePanel.tsx` | `/api/documents/[docId]/prepare` | `textFillData` in POST body | WIRED | Line 110: `body: JSON.stringify({ textFillData, emailAddresses })`. The `textFillData` state is seeded with `{ propertyAddress: "..." }` on mount — this value reaches the API route. |

---

### Requirements Coverage

| Requirement | Source Plan | Description | Status | Evidence |
|-------------|-------------|-------------|--------|----------|
| CLIENT-04 | 09-01-PLAN.md | Agent can add a property address to a client profile | SATISFIED | ClientModal input field (create + edit), updateClient/createClient server actions with NULL coercion, DB column with migration. Full CRUD path verified. |
| CLIENT-05 | 09-01-PLAN.md | Client property address is available as a pre-fill data source alongside client name | SATISFIED | propertyAddress selected in document page query, passed through to PreparePanel as clientPropertyAddress, lazy-initialized into textFillData state as `{ propertyAddress: "..." }`, included in prepare POST body, rendered as pre-seeded row via TextFillForm.initialData. |

**No orphaned requirements.** REQUIREMENTS.md traceability table maps CLIENT-04 and CLIENT-05 to Phase 9 only. Both are accounted for in the plan.

---

### Anti-Patterns Found

| File | Line | Pattern | Severity | Impact |
|------|------|---------|----------|--------|
| — | — | — | — | None found |

Note: grep for `TODO/FIXME/XXX/HACK/placeholder` in modified files returned only HTML `placeholder=` input attributes (legitimate UI copy, not stubs). No empty implementations, no stub return values, no console.log-only handlers found.

---

### Human Verification Required

All 6 automated truth checks pass. The following require browser/runtime confirmation:

#### 1. Create Client with Property Address

**Test:** Navigate to /portal/clients, click "Add Client". Confirm the modal shows a "Property Address" field below the Email field. Create a test client with address "456 Oak Ave, Provo, UT 84601". Save and open the client profile.
**Expected:** Property address appears in the client header card below the email address.
**Why human:** Visual rendering and form submit flow.

#### 2. Edit Client Pre-fill

**Test:** Click "Edit" on a client that has a property address.
**Expected:** ClientModal opens with the Property Address field pre-filled with the existing address. Changing and saving updates the profile.
**Why human:** `defaultValue` hydration and round-trip persistence.

#### 3. No Address Client — No Empty Line

**Test:** View the profile of a client with no property address.
**Expected:** Header card shows name and email only. No empty line, no "undefined", no placeholder text.
**Why human:** Conditional render `{client.propertyAddress && ...}` requires visual confirmation.

#### 4. PreparePanel Pre-seed Visible

**Test:** Open the prepare/document page for a document assigned to a client with a property address.
**Expected:** The text fill section shows a row pre-populated with label "propertyAddress" and the client's address value, plus a blank row below it.
**Why human:** Lazy useState initializer behavior and TextFillForm row rendering requires runtime check.

#### 5. PreparePanel Empty for No-Address Client

**Test:** Open the prepare page for a document assigned to a client with no property address.
**Expected:** Text fill section shows a single blank row (the default state), identical to pre-Phase 9 behavior.
**Why human:** Fallback branch `() => {}` initialization requires runtime check.

#### 6. NULL Coercion Confirmed

**Test:** Create or edit a client, leave the Property Address field blank, save. Inspect the database record or confirm no empty-string side effects (e.g., address row does not appear on profile).
**Expected:** Profile shows no address line (confirming null, not empty string, was stored).
**Why human:** Database-level NULL vs. empty string requires server/DB inspection or behavioral inference from the profile display.

---

### Gaps Summary

No automated gaps found. All five observable truths are fully verified at all three levels (exists, substantive, wired). Both requirement IDs (CLIENT-04, CLIENT-05) are satisfied with complete implementation evidence.

One notable unplanned artifact was added during the phase: `TextFillForm.tsx` received an `initialData` prop and `buildInitialRows()` helper as a deviation fix identified at the human verification checkpoint. This addition is correctly implemented and is the critical link that makes the pre-seed feature visible to the user.

The phase is blocked only on human runtime verification of UI rendering and form behavior.

---

_Verified: 2026-03-21_
_Verifier: Claude (gsd-verifier)_
