initial install

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Chandler Copeland
2026-04-08 12:54:58 -06:00
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title: "Co-buyer/couple support on client profiles"
area: clients
status: backlog
created: 2026-04-03
---
# Co-buyer/couple support on client profiles
## Summary
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.
## Notes
Real estate standard: primary buyer + co-buyer on the same contract. Simple schema addition — new Drizzle migration, update ClientCard UI, update seed data.
## Scope
- New Drizzle migration: add `coName` (text, nullable) and `coEmail` (text, nullable) to `clients` table
- Update `ClientCard` component to display co-buyer name when present
- Update document dashboard to show both names
- Expose both names as AI field pre-fill targets (e.g. `co_buyer_name`, `co_buyer_email`)
- Update seed data to include at least one couple example