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docs(09-01): complete client-property-address plan — SUMMARY, STATE, ROADMAP

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- 09-01-SUMMARY.md created documenting all 3 tasks and 2 auto-fixed deviations
- STATE.md updated: Phase 9 complete, session continuity, two decisions added
- ROADMAP.md updated: Phase 9 marked Complete (1/1 plans)
- REQUIREMENTS.md: CLIENT-04 and CLIENT-05 marked complete
This commit is contained in:
Chandler Copeland
2026-03-21 12:22:12 -06:00
parent 11f2b80217
commit a784e50e10
4 changed files with 165 additions and 16 deletions
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8
.planning/REQUIREMENTS.md
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@@ -61,8 +61,8 @@
### Client Profile Enhancement
- [ ] **CLIENT-04**: Agent can add a property address to a client profile
- [ ] **CLIENT-05**: Client property address is available as a pre-fill data source alongside client name
- [x] **CLIENT-04**: Agent can add a property address to a client profile
- [x] **CLIENT-05**: Client property address is available as a pre-fill data source alongside client name
### Field Types
@@ -167,8 +167,8 @@ Which phases cover which requirements. Updated during roadmap creation.
| SIGN-07 | Phase 7 | Complete |
| LEGAL-03 | Phase 7 | Complete |
| FIELD-01 | Phase 8 | Complete |
| CLIENT-04 | Phase 9 | Pending |
| CLIENT-05 | Phase 9 | Pending |
| CLIENT-04 | Phase 9 | Complete |
| CLIENT-05 | Phase 9 | Complete |
| FIELD-01 | Phase 10 | Complete |
| FIELD-02 | Phase 10 | Pending |
| FIELD-03 | Phase 10 | Pending |