red/.planning/todos/co-buyer-couple-support.md

title, area, status, created

title	area	status	created
Co-buyer/couple support on client profiles	clients	backlog	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