Prepare project for pipeline takeover: task tracker, UX doc, CLAUDE.md pointers
Adds docs/tasks/ (16 epics + 102 stories converted to task/subtask files with statuses.md as the new status source of truth) and docs/ux-design.md (retrospective design-system reference), and points CLAUDE.md at them. docs/prd.md and docs/architecture.md are kept as BMAD wrote them; the legacy docs/stories/, docs/epics/, docs/qa/gates/ and .bmad-core/ stay in place as historical/traceability records, superseded but not deleted. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
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id: 2-1
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title: 2-1 Individual Client Account Management
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status: Done
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date: 2026-09-27
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parent: 2
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---
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## Description
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As an admin, I want to create, view, edit, and search individual client accounts, So that I can manage client information and provide them platform access. Context: Integrates with: Users table, Fortify authentication; Technology: Livewire Volt, Flux UI forms; Follows pattern: Admin CRUD patterns, class-based Volt components. - **Validation failure:** Display inline field errors using Flux UI error states - **Duplicate email:** Show "Email already exists" error on email field - **Duplicate National ID:** Show "National ID already registered" error - **Empty search results:** Display "No clients found" message with clear filters option. Full implementation history: docs/stories/story-2.1-individual-client-account-management.md
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## Acceptance Criteria
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- [ ] Form with required fields:
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- [ ] Validation for all required fields
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- [ ] Duplicate email/National ID prevention with clear error message
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- [ ] Password strength indicator (optional)
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- [ ] Success message on creation
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- [ ] Display all individual clients (user_type = 'individual')
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- [ ] Columns: Name, Email, National ID, Phone, Status, Created Date
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- [ ] Pagination (10/25/50 per page)
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- [ ] Default sort by created date (newest first)
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- [ ] Search by name, email, or National ID
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- [ ] Filter by status (active/deactivated/all)
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- [ ] Real-time search with debounce (300ms)
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- [ ] Clear filters button
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- [ ] Edit all client information
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- [ ] Cannot change user_type from this form
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- [ ] Validation same as create
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- [ ] Success message on update
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- [ ] Display all client information
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- [ ] Show consultation history summary
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- [ ] Show timeline history summary
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- [ ] Quick links to related records
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- [ ] Bilingual form labels and messages
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- [ ] Proper form validation with error display
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- [ ] Audit log entries for all operations
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- [ ] Tests for CRUD operations
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