Chandler Copeland 05915aa562 fix(05-04): pre-select document client and add manual email entry ...

- PreparePanel now receives separate assignedClientId (nullable) and
  defaultClientId props so it can distinguish an explicitly locked
  client from just a default
- When document already has assignedClientId: show locked read-only
  display; user cannot change the primary recipient
- When document has no assignedClientId: default to document owner in
  dropdown but allow changing; option to clear and enter email manually
- Added textarea for additional/CC email addresses (comma or newline
  separated) that is always visible for either mode
- POST /api/documents/[id]/prepare now accepts and stores emailAddresses
  array alongside assignedClientId
- Added email_addresses jsonb column to documents table via migration
  0004_military_maximus.sql

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

2026-03-20 00:21:34 -06:00

.planning

docs(05-04): complete pdf-fill-and-field-mapping plan 04 checkpoint

2026-03-20 00:09:26 -06:00

teressa-copeland-homes

fix(05-04): pre-select document client and add manual email entry

2026-03-20 00:21:34 -06:00

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