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>
34 lines
1.4 KiB
Markdown
34 lines
1.4 KiB
Markdown
---
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id: 2-3
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title: 2-3 Account Type Conversion
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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 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
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## Acceptance Criteria
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- [ ] "Convert to Company" action available on individual profiles
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- [ ] Modal/form prompts for additional company fields:
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- [ ] Preserve existing data (email, phone, password)
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- [ ] Preserve all consultation history
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- [ ] Preserve all timeline history
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- [ ] Confirmation dialog before conversion
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- [ ] Success message after conversion
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- [ ] "Convert to Individual" action available on company profiles
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- [ ] Modal/form prompts for individual-specific fields:
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- [ ] Handle company-specific data:
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- [ ] Preserve all consultation history
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- [ ] Preserve all timeline history
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- [ ] Confirmation dialog before conversion
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- [ ] Audit log entry capturing:
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- [ ] Email notification to user about account type change
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- [ ] Bilingual confirmation dialogs
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- [ ] Bilingual email notification
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- [ ] All data preserved (verify in tests)
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- [ ] No broken relationships after conversion
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