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docs(09-client-property-address): create phase plan

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Chandler Copeland
2026-03-21 12:09:21 -06:00
parent b37cba4030
commit 569dc0fc97
2 changed files with 295 additions and 2 deletions
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.planning/ROADMAP.md
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@@ -190,10 +190,10 @@ Plans:
1. Agent can add or edit a property address on any client profile from the portal
2. Property address is saved to the database and displayed on the client profile page
3. Property address is returned alongside client name when the prepare-document pipeline fetches client data (available as a pre-fill source)
**Plans**: TBD
**Plans**: 1 plan
Plans:
- [ ] 09-01-PLAN.md — DB migration (propertyAddress nullable TEXT on clients table), server action update, ClientModal form field, client profile display
- [ ] 09-01-PLAN.md — DB schema migration, server actions, ClientModal input, ClientProfileClient display, PreparePanel state pre-seed (CLIENT-04, CLIENT-05)
### Phase 10: Expanded Field Types End-to-End
**Goal**: Agent can place text, checkbox, initials, and date field markers on any PDF and the prepared document embeds each type correctly