44 lines
1.9 KiB
Markdown
44 lines
1.9 KiB
Markdown
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# WHMCS Migration Form Simplification
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## Problem
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WHMCS migration users (account status `whmcs_unmapped`) are asked for date of birth and gender during the migrate-account step. However, WHMCS already has this data on file. Only a password is needed to create the portal account.
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## Decision
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Remove DOB and gender fields from the WHMCS migration form. Keep password, terms, and marketing consent. Continue showing pre-filled read-only info (name, email, phone, address).
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## Changes
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### 1. Domain Schema (`packages/domain/get-started/schema.ts`)
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Make `dateOfBirth` and `gender` optional on `migrateWhmcsAccountRequestSchema`.
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### 2. BFF Workflow (`apps/bff/src/modules/auth/infra/workflows/get-started-workflow.service.ts`)
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- `migrateWhmcsAccount()`: destructure `dateOfBirth`/`gender` as optional
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- `updateWhmcsClientForMigration()`: skip custom field updates when values not provided
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- Method signature: make `dateOfBirth` and `gender` optional params
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### 3. Frontend — MigrateAccountStep (`apps/portal/src/features/get-started/components/GetStartedForm/steps/MigrateAccountStep.tsx`)
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- Remove DOB input field
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- Remove gender radio buttons
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- Remove local state for `dateOfBirth` and `gender`
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- Remove DOB/gender from validation and `canSubmit`
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- Remove DOB/gender from `updateFormData` call
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### 4. Store (`apps/portal/src/features/get-started/stores/get-started.store.ts`)
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- Stop sending `dateOfBirth`/`gender` in the `migrateWhmcsAccount` API call
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### 5. Account Status Step (`apps/portal/src/features/get-started/components/GetStartedForm/steps/AccountStatusStep.tsx`)
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- Update WHMCS summary card: remove "date of birth" from the "still needed" list
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### 6. UAT Docs (`docs/uat/01-signup-and-account-creation.md`)
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- Update Step 3 Outcome C: remove "date of birth" from needed items
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- Update Step 4b: remove DOB and gender from the form fields list
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- Update WHMCS verification: note DOB/gender are not updated during migration
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