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>
1.4 KiB
1.4 KiB
id, title, status, date, parent
| id | title | status | date | parent |
|---|---|---|---|---|
| 2-3 | 2-3 Account Type Conversion | Done | 2026-09-27 | 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