Files
libra/docs/tasks/2-2.md
T
Naser Mansour 0f9d12c3cf 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historical/traceability records, superseded but not deleted.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>
2026-09-27 22:02:23 +03:00

1.7 KiB

id, title, status, date, parent
id title status date parent
2-2 2-2 Company/Corporate Client Account Management QA Review 2026-09-27 2

Description

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

Acceptance Criteria

  • Form with required fields:
  • Validation for all required fields
  • Duplicate email/registration number prevention
  • Success message on creation
  • Display all company clients (user_type = 'company')
  • Columns: Company Name, Contact Person, Email, Reg #, Status, Created Date
  • Pagination (10/25/50 per page)
  • Default sort by created date
  • Search by company name, email, or registration number
  • Filter by status (active/deactivated/all)
  • Real-time search with debounce
  • Edit all company information
  • Update contact person details
  • Validation same as create
  • Success message on update
  • Display all company information (including contact person details)
  • Show consultation history summary
  • Show timeline history summary
  • Bilingual form labels and messages
  • Proper form validation
  • Audit log entries for all operations
  • Tests for CRUD operations