added epic and stories for potential clients

2026-01-09 18:36:32 +02:00
parent 31a4a47849
commit 5803410584
5 changed files with 940 additions and 1 deletions
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+# Epic 15: Potential Clients Management
+
+## Epic Goal
+
+Provide the admin with a simple lead tracking system to manage prospective clients (individuals, companies, agencies) who don't yet have accounts, enabling better organization of business development targets.
+
+## Epic Description
+
+### Existing System Context
+
+- **Current functionality:** User management system supports admin, individual clients, and company clients with full account capabilities
+- **Technology stack:** Laravel 12, Livewire 3/Volt, Flux UI, existing admin dashboard patterns
+- **Integration points:** Admin dashboard navigation, existing list/filter patterns from client management
+- **Current constraint:** No system for tracking prospects without creating full user accounts
+
+### Enhancement Details
+
+**What's being added:**
+- New `PotentialClient` model and database table (completely separate from `users`)
+- New enum `PotentialClientType` with values: individual, company, agency
+- Admin-only CRUD interface at `/admin/potential-clients`
+- Filterable list view by client type
+- Contact information storage (all optional): phone, email, address, social media, website
+- Notes field for admin remarks
+
+**How it integrates:**
+- New menu item in admin sidebar navigation
+- Follows existing admin interface patterns (Volt components, Flux UI)
+- Standalone feature - no impact on existing user/client functionality
+- Uses existing admin middleware and layout
+
+**Success criteria:**
+- Admin can create, view, edit, and delete potential clients
+- Admin can filter list by type (individual, company, agency)
+- All contact fields are optional (flexible data entry)
+- Interface matches existing admin dashboard aesthetics
+- Bilingual support (Arabic/English)
+
+---
+
+## Stories
+
+### Story 15.1: Database Schema & Model Setup
+Create the `potential_clients` database table, `PotentialClient` model, `PotentialClientType` enum, and factory for testing.
+
+### Story 15.2: Potential Clients List with Type Filter
+Create the admin list view at `/admin/potential-clients` with type filtering and pagination.
+
+### Story 15.3: CRUD Operations for Potential Clients
+Implement create, view, edit, and delete functionality for potential clients.
+
+---
+
+## Compatibility Requirements
+
+- [x] Existing user/client system remains unchanged
+- [x] Existing APIs remain unchanged
+- [x] No changes to existing database tables
+- [x] UI follows existing admin dashboard patterns (Flux UI, Volt)
+- [x] No impact on client-facing functionality
+
+## Technical Considerations
+
+### Database Schema
+
+```
+potential_clients table:
+- id: bigint (primary key)
+- type: varchar (enum: individual, company, agency)
+- name: varchar(255) NULLABLE
+- phone: varchar(50) NULLABLE
+- email: varchar(255) NULLABLE
+- address: text NULLABLE
+- social_media: varchar(255) NULLABLE
+- website: varchar(255) NULLABLE
+- notes: text NULLABLE
+- created_at: timestamp
+- updated_at: timestamp
+```
+
+### New Enum
+
+```php
+// App\Enums\PotentialClientType
+enum PotentialClientType: string
+{
+    case Individual = 'individual';
+    case Company = 'company';
+    case Agency = 'agency';
+}
+```
+
+### Routes
+
+```php
+// Admin routes (admin middleware)
+Route::prefix('admin/potential-clients')->group(function () {
+    Route::get('/', PotentialClientsList::class)->name('admin.potential-clients.index');
+    Route::get('/create', PotentialClientCreate::class)->name('admin.potential-clients.create');
+    Route::get('/{potentialClient}', PotentialClientShow::class)->name('admin.potential-clients.show');
+    Route::get('/{potentialClient}/edit', PotentialClientEdit::class)->name('admin.potential-clients.edit');
+});
+```
+
+### Translation Keys
+
+```php
+// potential-clients translations needed
+'potential_clients' => 'Potential Clients' / 'العملاء المحتملون'
+'type' => 'Type' / 'النوع'
+'individual' => 'Individual' / 'فرد'
+'company' => 'Company' / 'شركة'
+'agency' => 'Agency' / 'وكالة'
+// ... additional field labels
+```
+
+---
+
+## Risk Mitigation
+
+- **Primary Risk:** Feature scope creep (adding status tracking, conversion flow, etc.)
+- **Mitigation:** Strict adherence to simple contact list requirements; defer enhancements to future epics
+- **Rollback Plan:** Drop `potential_clients` table and remove routes/components
+
+## Definition of Done
+
+- [ ] All stories completed with acceptance criteria met
+- [ ] Tests cover CRUD operations and filtering
+- [ ] Admin can manage potential clients through new interface
+- [ ] No regression in existing features
+- [ ] Bilingual support (Arabic/English) for all UI elements
+- [ ] Admin navigation updated with new menu item
@@ -30,8 +30,10 @@ This document provides an index of all epics for the Libra Law Firm platform dev
 | 11 | [Guest Booking](./epic-11-guest-booking.md) | 4 | High | Epic 3 |
 | 12 | [Branding Refresh - Logo & Colors](./epic-12-branding-refresh.md) | 6 | High | Epic 9, 10 |
 | 13 | [Auth Page Design Enhancement](./epic-13-auth-page-design.md) | 5 | Medium | Epic 12 |
+| 14 | [Home Page Redesign](./epic-14-home-page-redesign.md) | 6 | Medium | Epic 12 |
+| 15 | [Potential Clients Management](./epic-15-potential-clients.md) | 3 | Medium | Epic 6 |

-**Total Stories:** 83
+**Total Stories:** 92

 ---

@@ -71,6 +73,7 @@ Epic 1 (Core Foundation)
    │       │       └── Epic 11 (Guest Booking)
    │       └── Epic 4 (Timeline)
    │               └── Epic 6 (Admin Dashboard)
+    │               │       └── Epic 15 (Potential Clients)
    │               └── Epic 7 (Client Dashboard)
    │               └── Epic 8 (Email)
    ├── Epic 5 (Posts)
@@ -78,6 +81,7 @@ Epic 1 (Core Foundation)
            └── Epic 10 (Brand Color Refresh)
                    └── Epic 12 (Branding Refresh)
                            └── Epic 13 (Auth Page Design)
+                            └── Epic 14 (Home Page Redesign)
 ```

 ---