---
id: 2-3
title: 2-3 Account Type Conversion
status: Done
date: 2026-09-27
parent: 2
---

## Description

As an admin, I want to convert individual accounts to company accounts and vice versa, So that I can accommodate clients whose business structure changes. Context: Integrates with: Users table, consultations, timelines; Technology: Livewire Volt (class-based), Flux UI modals, Pest tests; Follows pattern: Admin action pattern with confirmation modal (same as Story 2.1/2.2 CRUD pattern). Full implementation history: docs/stories/story-2.3-account-type-conversion.md

## Acceptance Criteria

- [ ] "Convert to Company" action available on individual profiles
- [ ] Modal/form prompts for additional company fields:
- [ ] Preserve existing data (email, phone, password)
- [ ] Preserve all consultation history
- [ ] Preserve all timeline history
- [ ] Confirmation dialog before conversion
- [ ] Success message after conversion
- [ ] "Convert to Individual" action available on company profiles
- [ ] Modal/form prompts for individual-specific fields:
- [ ] Handle company-specific data:
- [ ] Preserve all consultation history
- [ ] Preserve all timeline history
- [ ] Confirmation dialog before conversion
- [ ] Audit log entry capturing:
- [ ] Email notification to user about account type change
- [ ] Bilingual confirmation dialogs
- [ ] Bilingual email notification
- [ ] All data preserved (verify in tests)
- [ ] No broken relationships after conversion