25 lines
966 B
Markdown
25 lines
966 B
Markdown
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---
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title: "Co-buyer/couple support on client profiles"
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area: clients
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status: backlog
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created: 2026-04-03
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---
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# Co-buyer/couple support on client profiles
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## Summary
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Agent wants to add multiple people to one client record (e.g. a buyer couple). Add `coName` and `coEmail` optional fields to the `clients` table. Show both names on client card and document dashboard. Both names available as AI pre-fill targets.
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## Notes
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Real estate standard: primary buyer + co-buyer on the same contract. Simple schema addition — new Drizzle migration, update ClientCard UI, update seed data.
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## Scope
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- New Drizzle migration: add `coName` (text, nullable) and `coEmail` (text, nullable) to `clients` table
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- Update `ClientCard` component to display co-buyer name when present
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- Update document dashboard to show both names
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- Expose both names as AI field pre-fill targets (e.g. `co_buyer_name`, `co_buyer_email`)
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- Update seed data to include at least one couple example
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