Naser Mansour
7f35297025
Naser confirmed all remaining QA Review / Draft rows (97 subtasks, 16
parent rollups) are done in substance: the site has been in production
for roughly a year. Overrides the conservative QA-Review/Draft mapping
from the prior takeover commit (0f9d12c) at his explicit instruction.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
37 lines
1.7 KiB
Markdown
37 lines
1.7 KiB
Markdown
---
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id: 2-2
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title: 2-2 Company/Corporate 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 manage company/corporate client accounts, So that I can serve corporate clients with their unique data requirements. Context: Integrates with: `users` table (company-specific fields), `admin_logs` table; Technology: Livewire Volt (class-based), Flux UI forms, Pest tests; Follows pattern: Same CRUD pattern as Story 2.1 Individual Clients. > **Note:** This migration is NOT part of this story. It is preserved here for future reference if multiple contact persons feature is prioritized. Full implementation history: docs/stories/story-2.2-company-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/registration number prevention
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- [ ] Success message on creation
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- [ ] Display all company clients (user_type = 'company')
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- [ ] Columns: Company Name, Contact Person, Email, Reg #, Status, Created Date
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- [ ] Pagination (10/25/50 per page)
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- [ ] Default sort by created date
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- [ ] Search by company name, email, or registration number
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- [ ] Filter by status (active/deactivated/all)
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- [ ] Real-time search with debounce
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- [ ] Edit all company information
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- [ ] Update contact person details
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- [ ] Validation same as create
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- [ ] Success message on update
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- [ ] Display all company information (including contact person details)
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- [ ] Show consultation history summary
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- [ ] Show timeline history summary
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- [ ] Bilingual form labels and messages
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- [ ] Proper form validation
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- [ ] Audit log entries for all operations
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- [ ] Tests for CRUD operations
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