Naser Mansour
0f9d12c3cf
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the legacy docs/stories/, docs/epics/, docs/qa/gates/ and .bmad-core/ stay in place as historical/traceability records, superseded but not deleted.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>
34 lines
1.4 KiB
Markdown
34 lines
1.4 KiB
Markdown
---
|
|
id: 2-3
|
|
title: 2-3 Account Type Conversion
|
|
status: QA Review
|
|
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
|