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the legacy docs/stories/, docs/epics/, docs/qa/gates/ and .bmad-core/ stay in place as historical/traceability records, superseded but not deleted.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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---
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id: 6-4
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title: 6-4 Data Export - User Lists
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status: QA Review
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date: 2026-09-27
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parent: 6
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---
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## Description
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As an admin, I want to export user data in CSV and PDF formats, So that I can generate reports and maintain offline records. Full implementation history: docs/stories/story-6.4-data-export-user-lists.md
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## Acceptance Criteria
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- [ ] Export all users (both individual and company clients)
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- [ ] Export individual clients only (`user_type = 'individual'`)
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- [ ] Export company clients only (`user_type = 'company'`)
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- [ ] Date range filter on `created_at` field (start date, end date)
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- [ ] Status filter: active, deactivated, or all
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- [ ] Filters combine with export type (e.g., "active individual clients created in 2024")
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- [ ] Name (`name` for individual, `company_name` for company)
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- [ ] Email (`email`)
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- [ ] Phone (`phone`)
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- [ ] User type (`user_type`: individual/company)
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- [ ] National ID / Company registration (`national_id` for individual, `company_cert_number` for company)
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- [ ] Status (`status`: active/deactivated)
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- [ ] Created date (`created_at` formatted per locale)
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- [ ] UTF-8 BOM for proper Arabic character display in Excel
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- [ ] Same data fields as CSV in tabular format
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- [ ] Libra branding header (logo, firm name)
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- [ ] Generation timestamp in footer
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- [ ] Page numbers if multiple pages
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- [ ] Professional formatting with brand colors (Navy #0A1F44, Gold #D4AF37)
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- [ ] Column headers based on admin's `preferred_language` setting
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- [ ] Date formatting per locale (DD/MM/YYYY for Arabic, MM/DD/YYYY for English)
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- [ ] PDF title and footer text bilingual
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- [ ] Export section accessible from Admin User Management page
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- [ ] Filter form with: user type dropdown, status dropdown, date range picker
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- [ ] "Export CSV" and "Export PDF" buttons
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- [ ] Loading indicator during export generation
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- [ ] Success toast on download start
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- [ ] Error toast if export fails
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