Enhance Opportunity Management and Eligibility Handling

- Updated SalesforceOpportunityService to allow filtering by stages during opportunity retrieval, improving flexibility in eligibility checks.
- Integrated DistributedLockService into InternetCatalogService and OrderOrchestrator to prevent race conditions when creating or reusing opportunities.
- Refactored opportunity matching logic to ensure proper handling of stages during eligibility requests and order placements.
- Improved documentation to clarify the opportunity lifecycle and eligibility verification processes, ensuring better understanding for future development.

README.md

@@ -280,7 +280,7 @@ When running `pnpm dev:tools`, you get access to:
 
 - `POST /api/auth/signup` - Create portal user → WHMCS AddClient → SF upsert
 - `POST /api/auth/login` - Portal authentication
-- `POST /api/auth/link-whmcs` - OIDC callback or ValidateLogin
+- `POST /api/auth/migrate` - Account migration from legacy portal
 - `POST /api/auth/set-password` - Required after WHMCS link
 
 ### User Management

apps/bff/src/core/security/middleware/csrf.middleware.ts

@@ -51,7 +51,7 @@ export class CsrfMiddleware implements NestMiddleware {
       "/api/auth/request-password-reset",
       "/api/auth/reset-password", // Public auth endpoint for password reset
       "/api/auth/set-password", // Public auth endpoint for setting password after WHMCS link
-      "/api/auth/link-whmcs", // Public auth endpoint for WHMCS account linking
+      "/api/auth/migrate", // Public auth endpoint for account migration
       "/api/health",
       "/docs",
       "/api/webhooks", // Webhooks typically don't use CSRF

apps/bff/src/integrations/salesforce/services/salesforce-opportunity.service.ts

@@ -304,23 +304,28 @@ export class SalesforceOpportunityService {
    */
   async findOpenOpportunityForAccount(
     accountId: string,
-    productType: OpportunityProductTypeValue
+    productType: OpportunityProductTypeValue,
+    options?: { stages?: OpportunityStageValue[] }
   ): Promise<string | null> {
     const safeAccountId = assertSalesforceId(accountId, "accountId");
 
     // Get the CommodityType value(s) that match this product type
     const commodityTypeValues = this.getCommodityTypesForProductType(productType);
 
+    const stages =
+      Array.isArray(options?.stages) && options?.stages.length > 0
+        ? options.stages
+        : OPEN_OPPORTUNITY_STAGES;
+
     this.logger.debug("Looking for open Opportunity", {
       accountId: safeAccountId,
       productType,
       commodityTypes: commodityTypeValues,
+      stages,
     });
 
     // Build stage filter for open stages
-    const stageList = OPEN_OPPORTUNITY_STAGES.map((s: OpportunityStageValue) => `'${s}'`).join(
+    const stageList = stages.map((s: OpportunityStageValue) => `'${s}'`).join(", ");
-      ", "
-    );
     const commodityTypeList = commodityTypeValues.map(ct => `'${ct}'`).join(", ");
 
     const soql = `

apps/bff/src/modules/auth/presentation/http/auth.controller.ts

@@ -230,11 +230,11 @@ export class AuthController {
   }
 
   @Public()
-  @Post("link-whmcs")
+  @Post("migrate")
   @UseGuards(RateLimitGuard, SalesforceWriteThrottleGuard)
   @RateLimit({ limit: 5, ttl: 600 }) // 5 attempts per 10 minutes per IP (industry standard)
   @UsePipes(new ZodValidationPipe(linkWhmcsRequestSchema))
-  async linkWhmcs(@Body() linkData: LinkWhmcsRequest, @Req() _req: Request) {
+  async migrateAccount(@Body() linkData: LinkWhmcsRequest, @Req() _req: Request) {
     const result = await this.authFacade.linkWhmcsUser(linkData);
     return linkWhmcsResponseSchema.parse(result);
   }

apps/bff/src/modules/catalog/services/internet-catalog.service.ts

@@ -18,6 +18,7 @@ import { MappingsService } from "@bff/modules/id-mappings/mappings.service.js";
 import { SalesforceConnection } from "@bff/integrations/salesforce/services/salesforce-connection.service.js";
 import { SalesforceOpportunityService } from "@bff/integrations/salesforce/services/salesforce-opportunity.service.js";
 import { SalesforceCaseService } from "@bff/integrations/salesforce/services/salesforce-case.service.js";
+import { DistributedLockService } from "@bff/infra/cache/distributed-lock.service.js";
 import { Logger } from "nestjs-pino";
 import { getErrorMessage } from "@bff/core/utils/error.util.js";
 import { assertSalesforceId } from "@bff/integrations/salesforce/utils/soql.util.js";
@@ -28,6 +29,7 @@ import {
   OPPORTUNITY_STAGE,
   OPPORTUNITY_SOURCE,
   OPPORTUNITY_PRODUCT_TYPE,
+  OPPORTUNITY_MATCH_STAGES_INTERNET_ELIGIBILITY,
 } from "@customer-portal/domain/opportunity";
 
 export type InternetEligibilityStatusDto = "not_requested" | "pending" | "eligible" | "ineligible";
@@ -49,6 +51,7 @@ export class InternetCatalogService extends BaseCatalogService {
     @Inject(Logger) logger: Logger,
     private mappingsService: MappingsService,
     private catalogCache: CatalogCacheService,
+    private lockService: DistributedLockService,
     private opportunityService: SalesforceOpportunityService,
     private caseService: SalesforceCaseService
   ) {
@@ -278,67 +281,88 @@ export class InternetCatalogService extends BaseCatalogService {
     }
 
     try {
-      // 1. Find or create Opportunity for Internet eligibility
+      const lockKey = `internet:eligibility:${sfAccountId}`;
-      // Only match Introduction stage (not Ready/Post Processing - those have progressed)
+
-      let opportunityId = await this.opportunityService.findOpenOpportunityForAccount(
+      const caseId = await this.lockService.withLock(
-        sfAccountId,
+        lockKey,
-        OPPORTUNITY_PRODUCT_TYPE.INTERNET
+        async () => {
+          // Idempotency: if we already have a pending request, return the existing request id.
+          const existing = await this.queryEligibilityDetails(sfAccountId);
+          if (existing.status === "pending" && existing.requestId) {
+            this.logger.log("Eligibility request already pending; returning existing request id", {
+              userId,
+              sfAccountIdTail: sfAccountId.slice(-4),
+              caseIdTail: existing.requestId.slice(-4),
+            });
+            return existing.requestId;
+          }
+
+          // 1) Find or create Opportunity for Internet eligibility
+          // Only match Introduction stage. "Ready"/"Post Processing"/"Active" indicate the journey progressed.
+          let opportunityId = await this.opportunityService.findOpenOpportunityForAccount(
+            sfAccountId,
+            OPPORTUNITY_PRODUCT_TYPE.INTERNET,
+            { stages: OPPORTUNITY_MATCH_STAGES_INTERNET_ELIGIBILITY }
+          );
+
+          let opportunityCreated = false;
+          if (!opportunityId) {
+            // Create Opportunity - Salesforce workflow auto-generates the name
+            opportunityId = await this.opportunityService.createOpportunity({
+              accountId: sfAccountId,
+              productType: OPPORTUNITY_PRODUCT_TYPE.INTERNET,
+              stage: OPPORTUNITY_STAGE.INTRODUCTION,
+              source: OPPORTUNITY_SOURCE.INTERNET_ELIGIBILITY,
+            });
+            opportunityCreated = true;
+
+            this.logger.log("Created Opportunity for eligibility request", {
+              opportunityIdTail: opportunityId.slice(-4),
+              sfAccountIdTail: sfAccountId.slice(-4),
+            });
+          }
+
+          // 2) Build case description
+          const subject = "Internet availability check request (Portal)";
+          const descriptionLines: string[] = [
+            "Portal internet availability check requested.",
+            "",
+            `UserId: ${userId}`,
+            `Email: ${request.email}`,
+            `SalesforceAccountId: ${sfAccountId}`,
+            `OpportunityId: ${opportunityId}`,
+            "",
+            request.notes ? `Notes: ${request.notes}` : "",
+            request.address ? `Address: ${formatAddressForLog(request.address)}` : "",
+            "",
+            `RequestedAt: ${new Date().toISOString()}`,
+          ].filter(Boolean);
+
+          // 3) Create Case linked to Opportunity
+          const createdCaseId = await this.caseService.createEligibilityCase({
+            accountId: sfAccountId,
+            opportunityId,
+            subject,
+            description: descriptionLines.join("\n"),
+          });
+
+          // 4) Update Account eligibility status
+          await this.updateAccountEligibilityRequestState(sfAccountId, createdCaseId);
+          await this.catalogCache.invalidateEligibility(sfAccountId);
+
+          this.logger.log("Created eligibility Case linked to Opportunity", {
+            userId,
+            sfAccountIdTail: sfAccountId.slice(-4),
+            caseIdTail: createdCaseId.slice(-4),
+            opportunityIdTail: opportunityId.slice(-4),
+            opportunityCreated,
+          });
+
+          return createdCaseId;
+        },
+        { ttlMs: 10_000 }
       );
 
-      let opportunityCreated = false;
-      if (!opportunityId) {
-        // Create Opportunity - Salesforce workflow auto-generates the name
-        opportunityId = await this.opportunityService.createOpportunity({
-          accountId: sfAccountId,
-          productType: OPPORTUNITY_PRODUCT_TYPE.INTERNET,
-          stage: OPPORTUNITY_STAGE.INTRODUCTION,
-          source: OPPORTUNITY_SOURCE.INTERNET_ELIGIBILITY,
-        });
-        opportunityCreated = true;
-
-        this.logger.log("Created Opportunity for eligibility request", {
-          opportunityIdTail: opportunityId.slice(-4),
-          sfAccountIdTail: sfAccountId.slice(-4),
-        });
-      }
-
-      // 2. Build case description
-      const subject = "Internet availability check request (Portal)";
-      const descriptionLines: string[] = [
-        "Portal internet availability check requested.",
-        "",
-        `UserId: ${userId}`,
-        `Email: ${request.email}`,
-        `SalesforceAccountId: ${sfAccountId}`,
-        `OpportunityId: ${opportunityId}`,
-        "",
-        request.notes ? `Notes: ${request.notes}` : "",
-        request.address ? `Address: ${formatAddressForLog(request.address)}` : "",
-        "",
-        `RequestedAt: ${new Date().toISOString()}`,
-      ].filter(Boolean);
-
-      // 3. Create Case linked to Opportunity
-      const caseId = await this.caseService.createEligibilityCase({
-        accountId: sfAccountId,
-        opportunityId,
-        subject,
-        description: descriptionLines.join("\n"),
-      });
-
-      // 4. Update Account eligibility status
-      await this.updateAccountEligibilityRequestState(sfAccountId, caseId);
-
-      await this.catalogCache.invalidateEligibility(sfAccountId);
-
-      this.logger.log("Created eligibility Case linked to Opportunity", {
-        userId,
-        sfAccountIdTail: sfAccountId.slice(-4),
-        caseIdTail: caseId.slice(-4),
-        opportunityIdTail: opportunityId.slice(-4),
-        opportunityCreated,
-      });
-
       return caseId;
     } catch (error) {
       this.logger.error("Failed to create eligibility request", {

apps/bff/src/modules/notifications/notifications.service.ts

@@ -129,7 +129,8 @@ export class NotificationService {
       userId,
       expiresAt: { gt: now },
       ...(options?.includeDismissed ? {} : { dismissed: false }),
-      ...(options?.includeRead ? {} : {}), // Include all by default for the list
+      // By default we include read notifications. If includeRead=false, filter them out.
+      ...(options?.includeRead === false ? { read: false } : {}),
     };
 
     try {

apps/bff/src/modules/orders/services/opportunity-matching.service.ts

@@ -1,561 +0,0 @@
-/**
- * Opportunity Matching Service
- *
- * Resolves which Opportunity to use for orders based on matching rules.
- * Handles finding existing Opportunities or creating new ones as needed.
- *
- * Uses existing Salesforce stages:
- * - Introduction → Ready → Post Processing → Active → △Cancelling → 〇Cancelled
- *
- * Matching Rules:
- * 1. If order already has opportunityId → use it directly
- * 2. For Internet orders → find Introduction/Ready stage Opportunity or create new
- * 3. For SIM orders → find open Opportunity for account or create new
- * 4. For VPN orders → create new Opportunity (no matching)
- *
- * @see docs/salesforce/OPPORTUNITY-LIFECYCLE-GUIDE.md for complete documentation
- */
-
-import { Injectable, Inject } from "@nestjs/common";
-import { Logger } from "nestjs-pino";
-import { SalesforceOpportunityService } from "@bff/integrations/salesforce/services/salesforce-opportunity.service.js";
-import { DistributedLockService } from "@bff/infra/cache/distributed-lock.service.js";
-import {
-  type OpportunityProductTypeValue,
-  type OpportunityStageValue,
-  type CancellationFormData,
-  type CancellationOpportunityData,
-  type CancellationEligibility,
-  OPPORTUNITY_STAGE,
-  OPPORTUNITY_SOURCE,
-  OPPORTUNITY_PRODUCT_TYPE,
-  APPLICATION_STAGE,
-  getCancellationEligibility,
-  validateCancellationMonth,
-  transformCancellationFormToOpportunityData,
-} from "@customer-portal/domain/opportunity";
-import type { OrderTypeValue } from "@customer-portal/domain/orders";
-
-// ============================================================================
-// Types
-// ============================================================================
-
-/**
- * Context for Opportunity resolution
- */
-export interface OpportunityResolutionContext {
-  /** Salesforce Account ID */
-  accountId: string;
-
-  /** Order type (Internet, SIM, VPN) */
-  orderType: OrderTypeValue;
-
-  /** Existing Opportunity ID if provided with order */
-  existingOpportunityId?: string;
-
-  /** Source of the order (for new Opportunity creation) */
-  source?: "checkout" | "eligibility" | "order";
-}
-
-/**
- * Result of Opportunity resolution
- */
-export interface ResolvedOpportunity {
-  /** The Opportunity ID to use */
-  opportunityId: string;
-
-  /** Whether a new Opportunity was created */
-  wasCreated: boolean;
-
-  /** The stage of the Opportunity */
-  stage: OpportunityStageValue;
-}
-
-// ============================================================================
-// Service
-// ============================================================================
-
-@Injectable()
-export class OpportunityMatchingService {
-  constructor(
-    private readonly opportunityService: SalesforceOpportunityService,
-    private readonly lockService: DistributedLockService,
-    @Inject(Logger) private readonly logger: Logger
-  ) {}
-
-  // ==========================================================================
-  // Opportunity Resolution for Orders
-  // ==========================================================================
-
-  /**
-   * Resolve the Opportunity to use for an order
-   *
-   * This is the main entry point for Opportunity matching.
-   * It handles finding existing Opportunities or creating new ones.
-   *
-   * Uses a distributed lock to prevent race conditions when multiple
-   * concurrent requests try to create Opportunities for the same account.
-   *
-   * @param context - Resolution context with account and order details
-   * @returns Resolved Opportunity with ID and metadata
-   */
-  async resolveOpportunityForOrder(
-    context: OpportunityResolutionContext
-  ): Promise<ResolvedOpportunity> {
-    this.logger.log("Resolving Opportunity for order", {
-      accountId: context.accountId,
-      orderType: context.orderType,
-      hasExistingOpportunityId: !!context.existingOpportunityId,
-    });
-
-    // Rule 1: If order already has opportunityId, validate and use it
-    if (context.existingOpportunityId) {
-      return this.useExistingOpportunity(context.existingOpportunityId);
-    }
-
-    // Rule 2-4: Find or create based on order type
-    const productType = this.mapOrderTypeToProductType(context.orderType);
-
-    if (!productType) {
-      this.logger.warn("Unknown order type, creating new Opportunity", {
-        orderType: context.orderType,
-      });
-      return this.createNewOpportunity(context, "Internet");
-    }
-
-    // Use distributed lock to prevent race conditions
-    // Lock key is specific to account + product type
-    const lockKey = `opportunity:${context.accountId}:${productType}`;
-
-    return this.lockService.withLock(
-      lockKey,
-      async () => {
-        // Re-check for existing Opportunity after acquiring lock
-        // Another request may have created one while we were waiting
-        const existingOppId = await this.opportunityService.findOpenOpportunityForAccount(
-          context.accountId,
-          productType
-        );
-
-        if (existingOppId) {
-          this.logger.debug("Found existing Opportunity after acquiring lock", {
-            opportunityId: existingOppId,
-          });
-          return this.useExistingOpportunity(existingOppId);
-        }
-
-        // No existing Opportunity found - create new one
-        return this.createNewOpportunity(context, productType);
-      },
-      { ttlMs: 10_000 } // 10 second lock TTL
-    );
-  }
-
-  // ==========================================================================
-  // Opportunity Creation Triggers
-  // ==========================================================================
-
-  /**
-   * Create Opportunity at eligibility request (Internet only)
-   *
-   * Called when customer requests Internet eligibility check.
-   * Uses distributed lock to prevent duplicate Opportunities.
-   * First checks for existing open Opportunity before creating.
-   *
-   * NOTE: The Case is linked TO the Opportunity via Case.OpportunityId,
-   * not the other way around. So we don't need to store Case ID on Opportunity.
-   * NOTE: Opportunity Name is auto-generated by Salesforce workflow.
-   *
-   * @param accountId - Salesforce Account ID
-   * @returns Opportunity ID (existing or newly created)
-   */
-  async createOpportunityForEligibility(accountId: string): Promise<string> {
-    this.logger.log("Creating Opportunity for Internet eligibility request", {
-      accountId,
-    });
-
-    const lockKey = `opportunity:${accountId}:${OPPORTUNITY_PRODUCT_TYPE.INTERNET}`;
-
-    return this.lockService.withLock(
-      lockKey,
-      async () => {
-        // Check for existing open Opportunity first
-        const existingOppId = await this.opportunityService.findOpenOpportunityForAccount(
-          accountId,
-          OPPORTUNITY_PRODUCT_TYPE.INTERNET
-        );
-
-        if (existingOppId) {
-          this.logger.debug("Found existing Internet Opportunity, reusing", {
-            opportunityId: existingOppId,
-          });
-          return existingOppId;
-        }
-
-        // Create new Opportunity
-        const opportunityId = await this.opportunityService.createOpportunity({
-          accountId,
-          productType: OPPORTUNITY_PRODUCT_TYPE.INTERNET,
-          stage: OPPORTUNITY_STAGE.INTRODUCTION,
-          source: OPPORTUNITY_SOURCE.INTERNET_ELIGIBILITY,
-          applicationStage: APPLICATION_STAGE.INTRO_1,
-        });
-
-        return opportunityId;
-      },
-      { ttlMs: 10_000 }
-    );
-  }
-
-  /**
-   * Create Opportunity at checkout registration (SIM only)
-   *
-   * Called when customer creates account during SIM checkout.
-   * Uses distributed lock to prevent duplicate Opportunities.
-   * First checks for existing open Opportunity before creating.
-   *
-   * NOTE: Opportunity Name is auto-generated by Salesforce workflow.
-   *
-   * @param accountId - Salesforce Account ID
-   * @returns Opportunity ID (existing or newly created)
-   */
-  async createOpportunityForCheckoutRegistration(accountId: string): Promise<string> {
-    this.logger.log("Creating Opportunity for SIM checkout registration", {
-      accountId,
-    });
-
-    const lockKey = `opportunity:${accountId}:${OPPORTUNITY_PRODUCT_TYPE.SIM}`;
-
-    return this.lockService.withLock(
-      lockKey,
-      async () => {
-        // Check for existing open Opportunity first
-        const existingOppId = await this.opportunityService.findOpenOpportunityForAccount(
-          accountId,
-          OPPORTUNITY_PRODUCT_TYPE.SIM
-        );
-
-        if (existingOppId) {
-          this.logger.debug("Found existing SIM Opportunity, reusing", {
-            opportunityId: existingOppId,
-          });
-          return existingOppId;
-        }
-
-        // Create new Opportunity
-        const opportunityId = await this.opportunityService.createOpportunity({
-          accountId,
-          productType: OPPORTUNITY_PRODUCT_TYPE.SIM,
-          stage: OPPORTUNITY_STAGE.INTRODUCTION,
-          source: OPPORTUNITY_SOURCE.SIM_CHECKOUT_REGISTRATION,
-          applicationStage: APPLICATION_STAGE.INTRO_1,
-        });
-
-        return opportunityId;
-      },
-      { ttlMs: 10_000 }
-    );
-  }
-
-  // ==========================================================================
-  // Lifecycle Stage Updates
-  // ==========================================================================
-
-  /**
-   * Update Opportunity stage to Ready (eligible)
-   *
-   * Called when Internet eligibility is confirmed.
-   *
-   * @param opportunityId - Opportunity ID to update
-   */
-  async markEligible(opportunityId: string): Promise<void> {
-    this.logger.log("Marking Opportunity as eligible (Ready)", { opportunityId });
-    await this.opportunityService.updateStage(
-      opportunityId,
-      OPPORTUNITY_STAGE.READY,
-      "Eligibility confirmed"
-    );
-  }
-
-  /**
-   * Update Opportunity stage to Void (not eligible)
-   *
-   * Called when Internet eligibility check fails.
-   *
-   * @param opportunityId - Opportunity ID to update
-   */
-  async markNotEligible(opportunityId: string): Promise<void> {
-    this.logger.log("Marking Opportunity as not eligible (Void)", { opportunityId });
-    await this.opportunityService.updateStage(
-      opportunityId,
-      OPPORTUNITY_STAGE.VOID,
-      "Not eligible for service"
-    );
-  }
-
-  /**
-   * Update Opportunity stage after order placement
-   *
-   * Called after order is successfully created in Salesforce.
-   *
-   * @param opportunityId - Opportunity ID to update
-   */
-  async markOrderPlaced(opportunityId: string): Promise<void> {
-    this.logger.log("Marking Opportunity as order placed (Post Processing)", { opportunityId });
-    await this.opportunityService.updateStage(
-      opportunityId,
-      OPPORTUNITY_STAGE.POST_PROCESSING,
-      "Order placed via portal"
-    );
-  }
-
-  /**
-   * Update Opportunity stage after provisioning
-   *
-   * Called after order is successfully provisioned.
-   *
-   * @param opportunityId - Opportunity ID to update
-   * @param whmcsServiceId - WHMCS Service ID to link
-   */
-  async markProvisioned(opportunityId: string, whmcsServiceId: number): Promise<void> {
-    this.logger.log("Marking Opportunity as active", {
-      opportunityId,
-      whmcsServiceId,
-    });
-
-    // Update stage to Active
-    await this.opportunityService.updateStage(
-      opportunityId,
-      OPPORTUNITY_STAGE.ACTIVE,
-      "Service provisioned successfully"
-    );
-
-    // Link WHMCS Service ID for cancellation workflows
-    await this.opportunityService.linkWhmcsServiceToOpportunity(opportunityId, whmcsServiceId);
-  }
-
-  /**
-   * Update Opportunity for eligibility result
-   *
-   * Called when eligibility check is completed (eligible or not).
-   *
-   * @param opportunityId - Opportunity ID to update
-   * @param isEligible - Whether the customer is eligible
-   */
-  async updateEligibilityResult(opportunityId: string, isEligible: boolean): Promise<void> {
-    if (isEligible) {
-      await this.markEligible(opportunityId);
-    } else {
-      await this.markNotEligible(opportunityId);
-    }
-  }
-
-  // ==========================================================================
-  // Cancellation Flow
-  // ==========================================================================
-
-  /**
-   * Get cancellation eligibility for a customer
-   *
-   * Calculates available cancellation months based on the 25th rule.
-   *
-   * @returns Cancellation eligibility details
-   */
-  getCancellationEligibility(): CancellationEligibility {
-    return getCancellationEligibility();
-  }
-
-  /**
-   * Validate a cancellation request
-   *
-   * Checks:
-   * - Month format is valid
-   * - Month is not before earliest allowed
-   * - Both confirmations are checked
-   *
-   * @param formData - Form data from customer
-   * @returns Validation result
-   */
-  validateCancellationRequest(formData: CancellationFormData): { valid: boolean; error?: string } {
-    // Validate month
-    const monthValidation = validateCancellationMonth(formData.cancellationMonth);
-    if (!monthValidation.valid) {
-      return monthValidation;
-    }
-
-    // Validate confirmations
-    if (!formData.confirmTermsRead) {
-      return {
-        valid: false,
-        error: "You must confirm you have read the cancellation terms",
-      };
-    }
-
-    if (!formData.confirmMonthEndCancellation) {
-      return {
-        valid: false,
-        error: "You must confirm you understand cancellation is at month end",
-      };
-    }
-
-    return { valid: true };
-  }
-
-  /**
-   * Process a cancellation request
-   *
-   * Finds the Opportunity for the service and updates it with cancellation data.
-   *
-   * @param whmcsServiceId - WHMCS Service ID
-   * @param formData - Cancellation form data
-   * @returns Result of the cancellation update
-   */
-  async processCancellationRequest(
-    whmcsServiceId: number,
-    formData: CancellationFormData
-  ): Promise<{ success: boolean; opportunityId?: string; error?: string }> {
-    this.logger.log("Processing cancellation request", {
-      whmcsServiceId,
-      cancellationMonth: formData.cancellationMonth,
-    });
-
-    // Validate the request
-    const validation = this.validateCancellationRequest(formData);
-    if (!validation.valid) {
-      return { success: false, error: validation.error };
-    }
-
-    // Find the Opportunity
-    const opportunityId =
-      await this.opportunityService.findOpportunityByWhmcsServiceId(whmcsServiceId);
-
-    if (!opportunityId) {
-      this.logger.warn("No Opportunity found for WHMCS Service", { whmcsServiceId });
-      // This is not necessarily an error - older services may not have Opportunities
-      // Return success but note no Opportunity was found
-      return { success: true };
-    }
-
-    // Transform form data to Opportunity data
-    const cancellationData: CancellationOpportunityData =
-      transformCancellationFormToOpportunityData(formData);
-
-    // Update the Opportunity
-    await this.opportunityService.updateCancellationData(opportunityId, cancellationData);
-
-    this.logger.log("Cancellation request processed successfully", {
-      opportunityId,
-      scheduledDate: cancellationData.scheduledCancellationDate,
-    });
-
-    return { success: true, opportunityId };
-  }
-
-  // ==========================================================================
-  // Private Helpers
-  // ==========================================================================
-
-  /**
-   * Use an existing Opportunity (validate it exists)
-   */
-  private async useExistingOpportunity(opportunityId: string): Promise<ResolvedOpportunity> {
-    this.logger.debug("Using existing Opportunity", { opportunityId });
-
-    const opportunity = await this.opportunityService.getOpportunityById(opportunityId);
-
-    if (!opportunity) {
-      this.logger.warn("Existing Opportunity not found, will need to create new", {
-        opportunityId,
-      });
-      throw new Error(`Opportunity ${opportunityId} not found`);
-    }
-
-    return {
-      opportunityId: opportunity.id,
-      wasCreated: false,
-      stage: opportunity.stage,
-    };
-  }
-
-  /**
-   * Create a new Opportunity for an order
-   */
-  private async createNewOpportunity(
-    context: OpportunityResolutionContext,
-    productType: OpportunityProductTypeValue
-  ): Promise<ResolvedOpportunity> {
-    this.logger.debug("Creating new Opportunity for order", {
-      accountId: context.accountId,
-      productType,
-    });
-
-    const stage = this.determineInitialStage(context);
-    const source = this.determineSource(context);
-
-    // Salesforce workflow auto-generates Opportunity Name
-    const opportunityId = await this.opportunityService.createOpportunity({
-      accountId: context.accountId,
-      productType,
-      stage,
-      source,
-      applicationStage: APPLICATION_STAGE.INTRO_1,
-    });
-
-    return {
-      opportunityId,
-      wasCreated: true,
-      stage,
-    };
-  }
-
-  /**
-   * Map OrderType to OpportunityProductType
-   */
-  private mapOrderTypeToProductType(orderType: OrderTypeValue): OpportunityProductTypeValue | null {
-    switch (orderType) {
-      case "Internet":
-        return OPPORTUNITY_PRODUCT_TYPE.INTERNET;
-      case "SIM":
-        return OPPORTUNITY_PRODUCT_TYPE.SIM;
-      case "VPN":
-        return OPPORTUNITY_PRODUCT_TYPE.VPN;
-      default:
-        return null;
-    }
-  }
-
-  /**
-   * Determine initial stage for new Opportunity
-   */
-  private determineInitialStage(context: OpportunityResolutionContext): OpportunityStageValue {
-    // If coming from eligibility request
-    if (context.source === "eligibility") {
-      return OPPORTUNITY_STAGE.INTRODUCTION;
-    }
-
-    // If coming from checkout registration
-    if (context.source === "checkout") {
-      return OPPORTUNITY_STAGE.INTRODUCTION;
-    }
-
-    // Default: order placement - go to Post Processing
-    return OPPORTUNITY_STAGE.POST_PROCESSING;
-  }
-
-  /**
-   * Determine source for new Opportunity
-   */
-  private determineSource(
-    context: OpportunityResolutionContext
-  ): (typeof OPPORTUNITY_SOURCE)[keyof typeof OPPORTUNITY_SOURCE] {
-    switch (context.source) {
-      case "eligibility":
-        return OPPORTUNITY_SOURCE.INTERNET_ELIGIBILITY;
-      case "checkout":
-        return OPPORTUNITY_SOURCE.SIM_CHECKOUT_REGISTRATION;
-      case "order":
-      default:
-        return OPPORTUNITY_SOURCE.ORDER_PLACEMENT;
-    }
-  }
-}

apps/bff/src/modules/orders/services/order-orchestrator.service.ts

@@ -2,6 +2,7 @@ import { Injectable, Inject, NotFoundException } from "@nestjs/common";
 import { Logger } from "nestjs-pino";
 import { SalesforceOrderService } from "@bff/integrations/salesforce/services/salesforce-order.service.js";
 import { SalesforceOpportunityService } from "@bff/integrations/salesforce/services/salesforce-opportunity.service.js";
+import { DistributedLockService } from "@bff/infra/cache/distributed-lock.service.js";
 import { OrderValidator } from "./order-validator.service.js";
 import { OrderBuilder } from "./order-builder.service.js";
 import { OrderItemBuilder } from "./order-item-builder.service.js";
@@ -14,6 +15,7 @@ import {
   OPPORTUNITY_SOURCE,
   OPPORTUNITY_PRODUCT_TYPE,
   type OpportunityProductTypeValue,
+  OPPORTUNITY_MATCH_STAGES_ORDER_PLACEMENT,
 } from "@customer-portal/domain/opportunity";
 
 type OrderDetailsResponse = OrderDetails;
@@ -29,6 +31,7 @@ export class OrderOrchestrator {
     @Inject(Logger) private readonly logger: Logger,
     private readonly salesforceOrderService: SalesforceOrderService,
     private readonly opportunityService: SalesforceOpportunityService,
+    private readonly lockService: DistributedLockService,
     private readonly orderValidator: OrderValidator,
     private readonly orderBuilder: OrderBuilder,
     private readonly orderItemBuilder: OrderItemBuilder,
@@ -163,34 +166,43 @@ export class OrderOrchestrator {
     }
 
     try {
-      // Try to find existing open Opportunity (Introduction or Ready stage)
+      const lockKey = `opportunity:order:${safeAccountId}:${productType}`;
-      const existingOppId = await this.opportunityService.findOpenOpportunityForAccount(
+
-        safeAccountId,
+      return await this.lockService.withLock(
-        productType
+        lockKey,
+        async () => {
+          // Try to find existing matchable Opportunity (Introduction or Ready stage)
+          const existingOppId = await this.opportunityService.findOpenOpportunityForAccount(
+            safeAccountId,
+            productType,
+            { stages: OPPORTUNITY_MATCH_STAGES_ORDER_PLACEMENT }
+          );
+
+          if (existingOppId) {
+            this.logger.log("Found existing Opportunity for order", {
+              opportunityIdTail: existingOppId.slice(-4),
+              productType,
+            });
+            return existingOppId;
+          }
+
+          // Create new Opportunity - Salesforce workflow auto-generates the name
+          const newOppId = await this.opportunityService.createOpportunity({
+            accountId: safeAccountId,
+            productType,
+            stage: OPPORTUNITY_STAGE.POST_PROCESSING,
+            source: OPPORTUNITY_SOURCE.ORDER_PLACEMENT,
+          });
+
+          this.logger.log("Created new Opportunity for order", {
+            opportunityIdTail: newOppId.slice(-4),
+            productType,
+          });
+
+          return newOppId;
+        },
+        { ttlMs: 10_000 }
       );
-
-      if (existingOppId) {
-        this.logger.log("Found existing Opportunity for order", {
-          opportunityIdTail: existingOppId.slice(-4),
-          productType,
-        });
-        return existingOppId;
-      }
-
-      // Create new Opportunity - Salesforce workflow auto-generates the name
-      const newOppId = await this.opportunityService.createOpportunity({
-        accountId: safeAccountId,
-        productType,
-        stage: OPPORTUNITY_STAGE.POST_PROCESSING,
-        source: OPPORTUNITY_SOURCE.ORDER_PLACEMENT,
-      });
-
-      this.logger.log("Created new Opportunity for order", {
-        opportunityIdTail: newOppId.slice(-4),
-        productType,
-      });
-
-      return newOppId;
     } catch {
       this.logger.warn("Failed to resolve Opportunity for order", {
         orderType,

apps/portal/src/app/(public)/(site)/auth/link-whmcs/page.tsx

@@ -1,5 +0,0 @@
-import LinkWhmcsView from "@/features/auth/views/LinkWhmcsView";
-
-export default function LinkWhmcsPage() {
-  return <LinkWhmcsView />;
-}

apps/portal/src/app/(public)/(site)/auth/migrate/page.tsx

@@ -0,0 +1,5 @@
+import MigrateAccountView from "@/features/auth/views/MigrateAccountView";
+
+export default function MigrateAccountPage() {
+  return <MigrateAccountView />;
+}

apps/portal/src/components/templates/AuthLayout/AuthLayout.tsx

@@ -11,6 +11,8 @@ export interface AuthLayoutProps {
   showBackButton?: boolean;
   backHref?: string;
   backLabel?: string;
+  /** Use wider layout for forms with more content like signup */
+  wide?: boolean;
 }
 
 export function AuthLayout({
@@ -20,10 +22,13 @@ export function AuthLayout({
   showBackButton = false,
   backHref = "/",
   backLabel = "Back to Home",
+  wide = false,
 }: AuthLayoutProps) {
+  const maxWidth = wide ? "max-w-xl" : "max-w-md";
+
   return (
     <div className="w-full flex flex-col items-center">
-      <div className="w-full max-w-md">
+      <div className={`w-full ${maxWidth}`}>
         {showBackButton && (
           <div className="mb-6">
             <Link
@@ -56,7 +61,7 @@ export function AuthLayout({
         </div>
       </div>
 
-      <div className="mt-8 w-full max-w-md">
+      <div className={`mt-8 w-full ${maxWidth}`}>
         <div className="relative">
           {/* Subtle gradient glow behind card */}
           <div className="absolute -inset-1 bg-gradient-to-r from-primary/10 via-transparent to-primary/10 rounded-[1.75rem] blur-xl opacity-50" />

apps/portal/src/features/auth/components/InlineAuthSection/InlineAuthSection.tsx

@@ -76,33 +76,45 @@ export function InlineAuthSection({
       </div>
 
       <div className="mt-6">
-        {mode === "signup" && (
+        <div className="bg-card border border-border rounded-xl p-5 sm:p-6 shadow-[var(--cp-shadow-1)]">
-          <SignupForm redirectTo={redirectTo} className="max-w-none" showFooterLinks={false} />
+          {mode === "signup" && (
-        )}
+            <>
-        {mode === "login" && (
+              <h4 className="text-base font-semibold text-foreground mb-2">Create your account</h4>
-          <LoginForm redirectTo={redirectTo} showSignupLink={false} className="max-w-none" />
+              <p className="text-sm text-muted-foreground mb-4">
-        )}
+                Set up your portal access in a few simple steps.
-        {mode === "migrate" && (
+              </p>
-          <div className="bg-card border border-border rounded-xl p-5 shadow-[var(--cp-shadow-1)]">
+              <SignupForm redirectTo={redirectTo} showFooterLinks={false} />
-            <h4 className="text-base font-semibold text-foreground mb-2">Migrate your account</h4>
+            </>
-            <p className="text-sm text-muted-foreground mb-4">
+          )}
-              Use your legacy portal credentials to transfer your account.
+          {mode === "login" && (
-            </p>
+            <>
-            <LinkWhmcsForm
+              <h4 className="text-base font-semibold text-foreground mb-2">Sign in</h4>
-              onTransferred={result => {
+              <p className="text-sm text-muted-foreground mb-4">Access your account to continue.</p>
-                if (result.needsPasswordSet) {
+              <LoginForm redirectTo={redirectTo} showSignupLink={false} />
-                  const params = new URLSearchParams({
+            </>
-                    email: result.user.email,
+          )}
-                    redirect: safeRedirect,
+          {mode === "migrate" && (
-                  });
+            <>
-                  router.push(`/auth/set-password?${params.toString()}`);
+              <h4 className="text-base font-semibold text-foreground mb-2">Migrate your account</h4>
-                  return;
+              <p className="text-sm text-muted-foreground mb-4">
-                }
+                Use your legacy portal credentials to transfer your account.
-                router.push(safeRedirect);
+              </p>
-              }}
+              <LinkWhmcsForm
-            />
+                onTransferred={result => {
-          </div>
+                  if (result.needsPasswordSet) {
-        )}
+                    const params = new URLSearchParams({
+                      email: result.user.email,
+                      redirect: safeRedirect,
+                    });
+                    router.push(`/auth/set-password?${params.toString()}`);
+                    return;
+                  }
+                  router.push(safeRedirect);
+                }}
+              />
+            </>
+          )}
+        </div>
       </div>
 
       {highlights.length > 0 && (

apps/portal/src/features/auth/components/LoginForm/LoginForm.tsx

@@ -83,7 +83,7 @@ export function LoginForm({
     });
 
   return (
-    <div className={`w-full max-w-md mx-auto ${className}`}>
+    <div className={`w-full ${className}`}>
       <form onSubmit={event => void handleSubmit(event)} className="space-y-6">
         <FormField label="Email Address" error={touched.email ? errors.email : undefined} required>
           <Input

apps/portal/src/features/auth/components/SignupForm/MultiStepForm.tsx

@@ -44,14 +44,13 @@ export function MultiStepForm({
     onStepChange?.(currentStep);
   }, [currentStep, onStepChange]);
 
-  const totalSteps = steps.length;
   const step = steps[currentStep] ?? steps[0];
   const isFirstStep = currentStep === 0;
   const disableNext = isSubmitting || (!canProceed && !isLastStep);
 
   return (
     <div className={`space-y-6 ${className}`}>
-      {/* Step Indicators */}
+      {/* Simple Step Indicators */}
       <div className="flex items-center justify-center gap-2">
         {steps.map((s, idx) => {
           const isCompleted = idx < currentStep;
@@ -61,20 +60,20 @@ export function MultiStepForm({
             <div key={s.key} className="flex items-center">
               <div
                 className={`
-                  flex items-center justify-center w-8 h-8 rounded-full text-sm font-medium
+                  flex items-center justify-center w-8 h-8 rounded-full text-sm font-semibold
-                  transition-all duration-200
+                  transition-colors duration-200
                   ${
                     isCompleted
                       ? "bg-success text-success-foreground"
                       : isCurrent
-                        ? "bg-primary text-primary-foreground ring-4 ring-primary/15"
+                        ? "bg-primary text-primary-foreground"
                         : "bg-muted text-muted-foreground"
                   }
                 `}
               >
                 {isCompleted ? <CheckIcon className="w-4 h-4" /> : idx + 1}
               </div>
-              {idx < totalSteps - 1 && (
+              {idx < steps.length - 1 && (
                 <div
                   className={`w-8 h-0.5 mx-1 transition-colors duration-200 ${
                     isCompleted ? "bg-success" : "bg-border"

apps/portal/src/features/auth/components/SignupForm/SignupForm.tsx

@@ -27,11 +27,17 @@ import { PasswordStep } from "./steps/PasswordStep";
  * - confirmPassword: UI-only field for password confirmation
  * - phoneCountryCode: Separate field for country code input
  * - address: Required addressFormSchema (domain schema makes it optional)
+ * - dateOfBirth: Required for signup (domain schema makes it optional)
+ * - gender: Required for signup (domain schema makes it optional)
  */
+const genderSchema = z.enum(["male", "female", "other"]);
+
 const signupFormBaseSchema = signupInputSchema.omit({ sfNumber: true }).extend({
   confirmPassword: z.string().min(1, "Please confirm your password"),
   phoneCountryCode: z.string().regex(/^\+\d{1,4}$/, "Enter a valid country code (e.g., +81)"),
   address: addressFormSchema,
+  dateOfBirth: z.string().min(1, "Date of birth is required"),
+  gender: genderSchema,
 });
 
 const signupFormSchema = signupFormBaseSchema
@@ -132,8 +138,8 @@ export function SignupForm({
       phone: "",
       phoneCountryCode: "+81",
       company: "",
-      dateOfBirth: undefined,
+      dateOfBirth: "",
-      gender: undefined,
+      gender: "" as unknown as "male" | "female" | "other", // Will be validated on submit
       address: {
         address1: "",
         address2: "",
@@ -257,47 +263,45 @@ export function SignupForm({
   }));
 
   return (
-    <div className={`w-full max-w-lg mx-auto ${className}`}>
+    <div className={`w-full ${className}`}>
-      <div className="bg-card text-card-foreground shadow-[var(--cp-shadow-2)] rounded-2xl border border-border p-6 sm:p-8">
+      <MultiStepForm
-        <MultiStepForm
+        steps={steps}
-          steps={steps}
+        currentStep={step}
-          currentStep={step}
+        onNext={handleNext}
-          onNext={handleNext}
+        onPrevious={handlePrevious}
-          onPrevious={handlePrevious}
+        isLastStep={isLastStep}
-          isLastStep={isLastStep}
+        isSubmitting={isSubmitting || loading}
-          isSubmitting={isSubmitting || loading}
+        canProceed={isLastStep || isStepValid(step)}
-          canProceed={isLastStep || isStepValid(step)}
+      />
-        />
 
-        {error && (
+      {error && (
-          <ErrorMessage className="mt-4 text-center p-3 bg-danger-soft rounded-lg">
+        <ErrorMessage className="mt-4 text-center p-3 bg-danger-soft rounded-lg">
-            {error}
+          {error}
-          </ErrorMessage>
+        </ErrorMessage>
-        )}
+      )}
 
-        {showFooterLinks && (
+      {showFooterLinks && (
-          <div className="mt-6 text-center border-t border-border pt-6 space-y-3">
+        <div className="mt-6 text-center border-t border-border pt-6 space-y-3">
-            <p className="text-sm text-muted-foreground">
+          <p className="text-sm text-muted-foreground">
-              Already have an account?{" "}
+            Already have an account?{" "}
-              <Link
+            <Link
-                href={`/auth/login${redirectQuery}`}
+              href={`/auth/login${redirectQuery}`}
-                className="font-medium text-primary hover:underline transition-colors"
+              className="font-medium text-primary hover:underline transition-colors"
-              >
+            >
-                Sign in
+              Sign in
-              </Link>
+            </Link>
-            </p>
+          </p>
-            <p className="text-sm text-muted-foreground">
+          <p className="text-sm text-muted-foreground">
-              Existing customer?{" "}
+            Existing customer?{" "}
-              <Link
+            <Link
-                href="/auth/link-whmcs"
+              href="/auth/migrate"
-                className="font-medium text-primary hover:underline transition-colors"
+              className="font-medium text-primary hover:underline transition-colors"
-              >
+            >
-                Migrate your account
+              Migrate your account
-              </Link>
+            </Link>
-            </p>
+          </p>
-          </div>
+        </div>
-        )}
+      )}
-      </div>
     </div>
   );
 }

apps/portal/src/features/auth/components/SignupForm/steps/AccountStep.tsx

@@ -4,7 +4,6 @@
 
 "use client";
 
-import { useState } from "react";
 import { Input } from "@/components/atoms";
 import { FormField } from "@/components/molecules/FormField/FormField";
 
@@ -30,7 +29,6 @@ interface AccountStepProps {
 export function AccountStep({ form }: AccountStepProps) {
   const { values, errors, touched, setValue, setTouchedField } = form;
   const getError = (field: string) => (touched[field] ? errors[field] : undefined);
-  const [showOptional, setShowOptional] = useState(false);
 
   return (
     <div className="space-y-5">
@@ -112,69 +110,55 @@ export function AccountStep({ form }: AccountStepProps) {
         </div>
       </FormField>
 
-      <div className="pt-2">
+      {/* DOB + Gender (Required) */}
-        <button
+      <div className="grid grid-cols-1 gap-4 sm:grid-cols-2">
-          type="button"
+        <FormField label="Date of Birth" error={getError("dateOfBirth")} required>
-          className="text-sm font-medium text-primary hover:underline"
+          <Input
-          onClick={() => setShowOptional(s => !s)}
+            name="bday"
-        >
+            type="date"
-          {showOptional ? "Hide optional details" : "Add optional details"}
+            value={values.dateOfBirth ?? ""}
-        </button>
+            onChange={e => setValue("dateOfBirth", e.target.value || undefined)}
+            onBlur={() => setTouchedField("dateOfBirth")}
+            autoComplete="bday"
+          />
+        </FormField>
+
+        <FormField label="Gender" error={getError("gender")} required>
+          <select
+            name="sex"
+            value={values.gender ?? ""}
+            onChange={e => setValue("gender", e.target.value || undefined)}
+            onBlur={() => setTouchedField("gender")}
+            className={[
+              "flex h-10 w-full rounded-md border border-input bg-background text-foreground px-3 py-2 text-sm",
+              "ring-offset-background placeholder:text-muted-foreground focus-visible:outline-none",
+              "focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2",
+              "disabled:cursor-not-allowed disabled:opacity-50",
+              getError("gender")
+                ? "border-danger focus-visible:ring-danger focus-visible:ring-offset-2"
+                : "",
+            ].join(" ")}
+            aria-invalid={Boolean(getError("gender")) || undefined}
+          >
+            <option value="">Select…</option>
+            <option value="male">Male</option>
+            <option value="female">Female</option>
+            <option value="other">Other</option>
+          </select>
+        </FormField>
       </div>
 
-      {showOptional && (
+      {/* Company (Optional) */}
-        <div className="space-y-5">
+      <FormField label="Company" error={getError("company")} helperText="Optional">
-          {/* DOB + Gender (Optional WHMCS custom fields) */}
+        <Input
-          <div className="grid grid-cols-1 gap-4 sm:grid-cols-2">
+          name="organization"
-            <FormField label="Date of Birth" error={getError("dateOfBirth")} helperText="Optional">
+          value={values.company ?? ""}
-              <Input
+          onChange={e => setValue("company", e.target.value)}
-                name="bday"
+          onBlur={() => setTouchedField("company")}
-                type="date"
+          placeholder="Company name"
-                value={values.dateOfBirth ?? ""}
+          autoComplete="organization"
-                onChange={e => setValue("dateOfBirth", e.target.value || undefined)}
+        />
-                onBlur={() => setTouchedField("dateOfBirth")}
+      </FormField>
-                autoComplete="bday"
-              />
-            </FormField>
-
-            <FormField label="Gender" error={getError("gender")} helperText="Optional">
-              <select
-                name="sex"
-                value={values.gender ?? ""}
-                onChange={e => setValue("gender", e.target.value || undefined)}
-                onBlur={() => setTouchedField("gender")}
-                className={[
-                  "flex h-10 w-full rounded-md border border-input bg-background text-foreground px-3 py-2 text-sm",
-                  "ring-offset-background placeholder:text-muted-foreground focus-visible:outline-none",
-                  "focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2",
-                  "disabled:cursor-not-allowed disabled:opacity-50",
-                  getError("gender")
-                    ? "border-danger focus-visible:ring-danger focus-visible:ring-offset-2"
-                    : "",
-                ].join(" ")}
-                aria-invalid={Boolean(getError("gender")) || undefined}
-              >
-                <option value="">Select…</option>
-                <option value="male">Male</option>
-                <option value="female">Female</option>
-                <option value="other">Other</option>
-              </select>
-            </FormField>
-          </div>
-
-          {/* Company (Optional) */}
-          <FormField label="Company" error={getError("company")} helperText="Optional">
-            <Input
-              name="organization"
-              value={values.company ?? ""}
-              onChange={e => setValue("company", e.target.value)}
-              onBlur={() => setTouchedField("company")}
-              placeholder="Company name"
-              autoComplete="organization"
-            />
-          </FormField>
-        </div>
-      )}
     </div>
   );
 }

apps/portal/src/features/auth/services/auth.store.ts

@@ -280,7 +280,7 @@ export const useAuthStore = create<AuthState>()((set, get) => {
     linkWhmcs: async (linkRequest: LinkWhmcsRequest) => {
       set({ loading: true, error: null });
       try {
-        const response = await apiClient.POST("/api/auth/link-whmcs", {
+        const response = await apiClient.POST("/api/auth/migrate", {
           body: linkRequest,
           disableCsrf: true, // Public auth endpoint, exempt from CSRF
         });

apps/portal/src/features/auth/views/MigrateAccountView.tsx

@@ -1,5 +1,5 @@
 /**
- * Link WHMCS View - Account migration page
+ * Migrate Account View - Account migration page
  */
 
 "use client";
@@ -10,7 +10,7 @@ import { AuthLayout } from "../components";
 import { LinkWhmcsForm } from "@/features/auth/components";
 import { MIGRATION_TRANSFER_ITEMS, MIGRATION_STEPS } from "@customer-portal/domain/auth";
 
-export function LinkWhmcsView() {
+export function MigrateAccountView() {
   const router = useRouter();
 
   return (
@@ -32,7 +32,7 @@ export function LinkWhmcsView() {
         </div>
 
         {/* Form */}
-        <div className="bg-card text-card-foreground rounded-lg border border-border p-6 shadow-[var(--cp-shadow-1)]">
+        <div>
           <h2 className="text-lg font-semibold text-foreground mb-1">
             Enter Legacy Portal Credentials
           </h2>
@@ -51,7 +51,7 @@ export function LinkWhmcsView() {
         </div>
 
         {/* Links */}
-        <div className="flex justify-center gap-6 text-sm">
+        <div className="flex flex-wrap justify-center gap-x-6 gap-y-2 text-sm">
           <span className="text-muted-foreground">
             New customer?{" "}
             <Link href="/auth/signup" className="text-primary hover:underline">
@@ -92,4 +92,4 @@ export function LinkWhmcsView() {
   );
 }
 
-export default LinkWhmcsView;
+export default MigrateAccountView;

apps/portal/src/features/auth/views/SetPasswordView.tsx

@@ -15,7 +15,7 @@ function SetPasswordContent() {
 
   useEffect(() => {
     if (!email) {
-      router.replace("/auth/link-whmcs");
+      router.replace("/auth/migrate");
     }
   }, [email, router]);
 
@@ -36,7 +36,7 @@ function SetPasswordContent() {
             again so we can verify your account.
           </p>
           <Link
-            href="/auth/link-whmcs"
+            href="/auth/migrate"
             className="inline-flex items-center justify-center px-4 py-2 text-sm font-medium text-white bg-blue-600 hover:bg-blue-700 rounded-md"
           >
             Go to account transfer

apps/portal/src/features/auth/views/SignupView.tsx

@@ -13,6 +13,7 @@ export function SignupView() {
       <AuthLayout
         title="Create Your Account"
         subtitle="Set up your portal access in a few simple steps"
+        wide
       >
         <SignupForm />
       </AuthLayout>

apps/portal/src/features/auth/views/index.ts

@@ -3,4 +3,4 @@ export { SignupView } from "./SignupView";
 export { ForgotPasswordView } from "./ForgotPasswordView";
 export { ResetPasswordView } from "./ResetPasswordView";
 export { SetPasswordView } from "./SetPasswordView";
-export { LinkWhmcsView } from "./LinkWhmcsView";
+export { MigrateAccountView } from "./MigrateAccountView";

apps/portal/src/features/catalog/components/internet/PlanHeader.tsx

@@ -0,0 +1,80 @@
+"use client";
+
+import { ArrowLeftIcon } from "@heroicons/react/24/outline";
+import { Button } from "@/components/atoms/button";
+import { CardBadge } from "@/features/catalog/components/base/CardBadge";
+import type { BadgeVariant } from "@/features/catalog/components/base/CardBadge";
+import { parsePlanName } from "@/features/catalog/components/internet/utils/planName";
+import type { InternetPlanCatalogItem } from "@customer-portal/domain/catalog";
+
+interface PlanHeaderProps {
+  plan: InternetPlanCatalogItem;
+  backHref?: string;
+  backLabel?: string;
+  title?: string;
+  className?: string;
+}
+
+export function PlanHeader({
+  plan,
+  backHref,
+  backLabel = "Back to Internet Plans",
+  title = "Configure your plan",
+  className = "",
+}: PlanHeaderProps) {
+  const { baseName: planBaseName, detail: planDetail } = parsePlanName(plan);
+
+  return (
+    <div className={`text-center mb-8 animate-in fade-in duration-300 ${className}`}>
+      {backHref && (
+        <Button
+          as="a"
+          href={backHref}
+          variant="ghost"
+          size="sm"
+          leftIcon={<ArrowLeftIcon className="w-4 h-4" />}
+          className="mb-6 text-muted-foreground hover:text-foreground"
+        >
+          {backLabel}
+        </Button>
+      )}
+
+      <h1 className="text-2xl md:text-3xl font-bold text-foreground mb-5">{title}</h1>
+      <span className="sr-only">
+        {planBaseName}
+        {planDetail ? ` (${planDetail})` : ""}
+      </span>
+
+      <div className="inline-flex flex-wrap items-center justify-center gap-3 bg-card px-6 py-3 rounded-full border border-border shadow-sm text-sm">
+        {plan.internetPlanTier ? (
+          <CardBadge
+            text={plan.internetPlanTier}
+            variant={getTierBadgeVariant(plan.internetPlanTier)}
+            size="sm"
+          />
+        ) : null}
+        {planDetail ? <CardBadge text={planDetail} variant="family" size="sm" /> : null}
+        {plan.monthlyPrice && plan.monthlyPrice > 0 ? (
+          <span className="inline-flex items-center rounded-full bg-primary/10 px-3 py-1 text-sm font-semibold text-primary">
+            ¥{plan.monthlyPrice.toLocaleString()}/month
+          </span>
+        ) : null}
+      </div>
+    </div>
+  );
+}
+
+function getTierBadgeVariant(tier?: string | null): BadgeVariant {
+  switch (tier) {
+    case "Gold":
+      return "gold";
+    case "Platinum":
+      return "platinum";
+    case "Silver":
+      return "silver";
+    case "Recommended":
+      return "recommended";
+    default:
+      return "default";
+  }
+}

apps/portal/src/features/catalog/components/internet/configure/InternetConfigureContainer.tsx

@@ -3,10 +3,7 @@
 import { useEffect, useState, type ReactElement } from "react";
 import { PageLayout } from "@/components/templates/PageLayout";
 import { ProgressSteps } from "@/components/molecules";
-import { Button } from "@/components/atoms/button";
+import { ServerIcon } from "@heroicons/react/24/outline";
-import { CardBadge } from "@/features/catalog/components/base/CardBadge";
-import type { BadgeVariant } from "@/features/catalog/components/base/CardBadge";
-import { ServerIcon, ArrowLeftIcon } from "@heroicons/react/24/outline";
 import type {
   InternetPlanCatalogItem,
   InternetInstallationCatalogItem,
@@ -19,8 +16,8 @@ import { InstallationStep } from "./steps/InstallationStep";
 import { AddonsStep } from "./steps/AddonsStep";
 import { ReviewOrderStep } from "./steps/ReviewOrderStep";
 import { useConfigureState } from "./hooks/useConfigureState";
-import { parsePlanName } from "@/features/catalog/components/internet/utils/planName";
 import { useShopBasePath } from "@/features/catalog/hooks/useShopBasePath";
+import { PlanHeader } from "@/features/catalog/components/internet/PlanHeader";
 
 interface Props {
   plan: InternetPlanCatalogItem | null;
@@ -61,6 +58,7 @@ export function InternetConfigureContainer({
   currentStep,
   setCurrentStep,
 }: Props) {
+  const shopBasePath = useShopBasePath();
   const [renderedStep, setRenderedStep] = useState(currentStep);
   const [transitionPhase, setTransitionPhase] = useState<"idle" | "enter" | "exit">("idle");
   // Use local state ONLY for step validation, step management now in Zustand
@@ -214,7 +212,11 @@ export function InternetConfigureContainer({
       <div className="min-h-[70vh]">
         <div className="max-w-5xl mx-auto px-4 sm:px-6 lg:px-8 py-8">
           {/* Plan Header */}
-          <PlanHeader plan={plan} />
+          <PlanHeader
+            plan={plan}
+            backHref={`${shopBasePath}/internet`}
+            backLabel="Back to Internet Plans"
+          />
 
           {/* Progress Steps */}
           <div className="mb-10">
@@ -230,60 +232,3 @@ export function InternetConfigureContainer({
     </PageLayout>
   );
 }
-
-function PlanHeader({ plan }: { plan: InternetPlanCatalogItem }) {
-  const shopBasePath = useShopBasePath();
-  const { baseName: planBaseName, detail: planDetail } = parsePlanName(plan);
-
-  return (
-    <div className="text-center mb-8 animate-in fade-in duration-300">
-      <Button
-        as="a"
-        href={`${shopBasePath}/internet`}
-        variant="ghost"
-        size="sm"
-        leftIcon={<ArrowLeftIcon className="w-4 h-4" />}
-        className="mb-6 text-muted-foreground hover:text-foreground"
-      >
-        Back to Internet Plans
-      </Button>
-
-      <h1 className="text-2xl md:text-3xl font-bold text-foreground mb-5">Configure your plan</h1>
-      <span className="sr-only">
-        {planBaseName}
-        {planDetail ? ` (${planDetail})` : ""}
-      </span>
-
-      <div className="inline-flex flex-wrap items-center justify-center gap-3 bg-card px-6 py-3 rounded-full border border-border shadow-sm text-sm">
-        {plan.internetPlanTier ? (
-          <CardBadge
-            text={plan.internetPlanTier}
-            variant={getTierBadgeVariant(plan.internetPlanTier)}
-            size="sm"
-          />
-        ) : null}
-        {planDetail ? <CardBadge text={planDetail} variant="family" size="sm" /> : null}
-        {plan.monthlyPrice && plan.monthlyPrice > 0 ? (
-          <span className="inline-flex items-center rounded-full bg-primary/10 px-3 py-1 text-sm font-semibold text-primary">
-            ¥{plan.monthlyPrice.toLocaleString()}/month
-          </span>
-        ) : null}
-      </div>
-    </div>
-  );
-}
-
-function getTierBadgeVariant(tier?: string | null): BadgeVariant {
-  switch (tier) {
-    case "Gold":
-      return "gold";
-    case "Platinum":
-      return "platinum";
-    case "Silver":
-      return "silver";
-    case "Recommended":
-      return "recommended";
-    default:
-      return "default";
-  }
-}

apps/portal/src/features/catalog/views/InternetPlans.tsx

@@ -69,7 +69,10 @@ export function InternetPlansContainer() {
   const isPending = eligibilityStatus === "pending";
   const isNotRequested = eligibilityStatus === "not_requested";
   const isIneligible = eligibilityStatus === "ineligible";
-  const orderingLocked = isPending || isNotRequested || isIneligible;
+
+  // While loading eligibility, we assume locked to prevent showing unfiltered catalog for a split second
+  const orderingLocked =
+    eligibilityLoading || isPending || isNotRequested || isIneligible || !eligibilityStatus;
   const hasServiceAddress = Boolean(
     user?.address?.address1 &&
     user?.address?.city &&

apps/portal/src/features/catalog/views/PublicInternetConfigure.tsx

@@ -1,17 +1,16 @@
 "use client";
 
 import { useSearchParams } from "next/navigation";
-import { CheckIcon, ServerIcon } from "@heroicons/react/24/outline";
+import { WifiIcon, CheckCircleIcon, ClockIcon, BellIcon } from "@heroicons/react/24/outline";
 import { CatalogBackLink } from "@/features/catalog/components/base/CatalogBackLink";
-import { CatalogHero } from "@/features/catalog/components/base/CatalogHero";
 import { InlineAuthSection } from "@/features/auth/components/InlineAuthSection/InlineAuthSection";
 import { useShopBasePath } from "@/features/catalog/hooks/useShopBasePath";
 
 /**
  * Public Internet Configure View
  *
- * Shows selected plan information and prompts for authentication via modal.
+ * Generic signup flow for internet availability check.
- * Much better UX than redirecting to a full signup page.
+ * Focuses on account creation, not plan details.
  */
 export function PublicInternetConfigureView() {
   const shopBasePath = useShopBasePath();
@@ -23,74 +22,45 @@ export function PublicInternetConfigureView() {
     : "/account/shop/internet?autoEligibilityRequest=1";
 
   return (
-    <>
+    <div className="max-w-2xl mx-auto px-4 sm:px-6 lg:px-8 pb-20">
-      <div className="max-w-6xl mx-auto px-4 sm:px-6 lg:px-8 pb-20">
+      <CatalogBackLink href={`${shopBasePath}/internet`} label="Back to plans" />
-        <CatalogBackLink href={`${shopBasePath}/internet`} label="Back to Internet plans" />
 
-        <CatalogHero
+      {/* Header */}
-          title="Check availability for your address"
+      <div className="mt-6 mb-8 text-center">
-          description="Create an account so we can verify service availability. We'll submit your request automatically."
+        <div className="flex justify-center mb-4">
-        />
+          <div className="flex h-14 w-14 items-center justify-center rounded-full bg-primary/10 border border-primary/20">
-
+            <WifiIcon className="h-7 w-7 text-primary" />
-        <div className="mt-8 space-y-8">
-          <div className="bg-card border border-border rounded-2xl p-6 md:p-8 shadow-[var(--cp-shadow-1)]">
-            <div className="flex items-start gap-4 mb-6">
-              <div className="flex-shrink-0">
-                <div className="flex h-12 w-12 items-center justify-center rounded-lg bg-primary/10 border border-primary/20">
-                  <ServerIcon className="h-6 w-6 text-primary" />
-                </div>
-              </div>
-              <div className="flex-1 min-w-0">
-                <h3 className="text-xl font-semibold text-foreground mb-2">
-                  We'll check availability for your address
-                </h3>
-                <p className="text-sm text-muted-foreground">
-                  This request unlocks the internet plans that match your building type and local
-                  infrastructure.
-                </p>
-              </div>
-            </div>
-
-            <div className="border-t border-border pt-6 mt-6">
-              <h4 className="text-sm font-semibold text-foreground mb-4 uppercase tracking-wide">
-                What happens next
-              </h4>
-              <ul className="space-y-3">
-                <li className="flex items-start gap-2">
-                  <CheckIcon className="h-4 w-4 text-success mt-0.5 flex-shrink-0" />
-                  <span className="text-sm text-muted-foreground">
-                    Create your account and confirm your service address.
-                  </span>
-                </li>
-                <li className="flex items-start gap-2">
-                  <CheckIcon className="h-4 w-4 text-success mt-0.5 flex-shrink-0" />
-                  <span className="text-sm text-muted-foreground">
-                    We submit an availability request to our team.
-                  </span>
-                </li>
-                <li className="flex items-start gap-2">
-                  <CheckIcon className="h-4 w-4 text-success mt-0.5 flex-shrink-0" />
-                  <span className="text-sm text-muted-foreground">
-                    You'll be notified when your personalized plans are ready.
-                  </span>
-                </li>
-              </ul>
-            </div>
           </div>
+        </div>
+        <h1 className="text-2xl font-bold text-foreground mb-2">Check Internet Availability</h1>
+        <p className="text-muted-foreground">
+          Create an account to verify service availability at your address.
+        </p>
+      </div>
 
-          <InlineAuthSection
+      {/* Process Steps - Compact */}
-            title="Ready to get started?"
+      <div className="mb-8 grid grid-cols-3 gap-3 text-center">
-            description="Create an account so we can verify service availability for your address. We'll submit your request automatically and notify you when it's reviewed."
+        <div className="flex flex-col items-center gap-2 p-3 rounded-lg bg-muted/50">
-            redirectTo={redirectTo}
+          <CheckCircleIcon className="h-5 w-5 text-success" />
-            highlights={[
+          <span className="text-xs font-medium text-foreground">Create account</span>
-              { title: "Verify Availability", description: "Check service at your address" },
+        </div>
-              { title: "Personalized Plans", description: "See plans tailored to you" },
+        <div className="flex flex-col items-center gap-2 p-3 rounded-lg bg-muted/50">
-              { title: "Secure Ordering", description: "Complete your order safely" },
+          <ClockIcon className="h-5 w-5 text-info" />
-            ]}
+          <span className="text-xs font-medium text-foreground">We verify availability</span>
-          />
+        </div>
+        <div className="flex flex-col items-center gap-2 p-3 rounded-lg bg-muted/50">
+          <BellIcon className="h-5 w-5 text-primary" />
+          <span className="text-xs font-medium text-foreground">Get notified</span>
         </div>
       </div>
-    </>
+
+      {/* Auth Section */}
+      <InlineAuthSection
+        title="Create your account"
+        description="We'll verify internet availability at your address and notify you when ready."
+        redirectTo={redirectTo}
+      />
+    </div>
   );
 }
 

apps/portal/src/features/landing-page/views/PublicLandingView.tsx

@@ -127,7 +127,7 @@ export function PublicLandingView() {
                   <ArrowRightIcon className="h-4 w-4" />
                 </Link>
                 <Link
-                  href="/auth/link-whmcs"
+                  href="/auth/migrate"
                   className="inline-flex items-center justify-center rounded-xl px-6 py-3 text-sm font-medium border border-border bg-card hover:bg-muted/50 transition-colors"
                 >
                   Migrate account

apps/portal/src/features/marketing/views/PublicLandingView.tsx

@@ -72,7 +72,7 @@ export function PublicLandingView() {
                     Login to Portal
                   </Link>
                   <Link
-                    href="/auth/link-whmcs"
+                    href="/auth/migrate"
                     className="block border-2 border-gray-200 text-gray-700 px-6 py-3 rounded-lg hover:border-blue-300 hover:bg-blue-50 transition-all duration-200"
                   >
                     Migrate Account

apps/portal/src/lib/api/index.ts

@@ -22,7 +22,7 @@ import { logger } from "@/lib/logger";
 const AUTH_ENDPOINTS = [
   "/api/auth/login",
   "/api/auth/signup",
-  "/api/auth/link-whmcs",
+  "/api/auth/migrate",
   "/api/auth/set-password",
   "/api/auth/reset-password",
   "/api/auth/check-password-needed",

docs/_archive/reviews/SHOP-ELIGIBILITY-VERIFICATION-OPPORTUNITY-FLOW-REVIEW.md

@@ -40,7 +40,7 @@
 
 2. **ID Verification Integrated** - Upload functionality is now built into the Profile page (`/account/settings`) rather than requiring a separate page.
 
-3. **Opportunity Lifecycle Fields Exist** - `Opportunity_Source__c` (with portal picklist values) and `WHMCS_Service_ID__c` are in place and working.
+3. **Opportunity Lifecycle Fields Exist** - `Portal_Source__c` (with portal picklist values) and `WHMCS_Service_ID__c` are in place and working.
 
 4. **SIM vs Internet Flows Have Different Requirements** - SIM requires ID verification but not eligibility; Internet requires eligibility but not ID verification.
 
@@ -68,7 +68,7 @@
 ├─────────────────────────────────────────────────────────────────────────────────┤
 │  CatalogService  │  CheckoutService  │  VerificationService  │  OrderService   │
 │                  │                   │                       │                  │
-│  OpportunityMatchingService  │  OrderOrchestrator  │  FulfillmentOrchestrator  │
+│  Opportunity Resolution      │  OrderOrchestrator  │  FulfillmentOrchestrator  │
 └───────┬──────────────────────┴─────────┬──────────┴────────────┬───────────────┘
         │                                │                       │
         ▼                                ▼                       ▼
@@ -364,7 +364,7 @@ NOTE: Introduction/Ready stages may be used by agents for pre-order tracking,
 4. **Manual Agent Work Required** - Agent checks NTT serviceability
 5. Agent updates Account with eligibility result
 6. Salesforce Flow sends email notification to customer
-7. **Note:** Opportunity is NOT created during eligibility - only at order placement
+7. **Note:** Opportunity **is created/reused during eligibility** (Stage = Introduction) so the Case can link to it (`Case.OpportunityId`) and the journey can be reused at order placement.
 
 **Account Fields Updated:**
 | Field | Value Set | When |
@@ -425,14 +425,18 @@ NOTE: Introduction/Ready stages may be used by agents for pre-order tracking,
 
 ### Opportunity Management Module
 
-**Location:** `apps/bff/src/modules/orders/services/opportunity-matching.service.ts`
+**Location (current code paths):**
+
+- `apps/bff/src/modules/catalog/services/internet-catalog.service.ts` (eligibility request creates/reuses Opportunity + Case)
+- `apps/bff/src/modules/orders/services/order-orchestrator.service.ts` (order placement resolves Opportunity)
+- `apps/bff/src/integrations/salesforce/services/salesforce-opportunity.service.ts` (Salesforce query/create/update)
 
 **Matching Rules:**
 | Scenario | Action |
 |----------|--------|
 | Order has `opportunityId` | Use it directly |
 | Internet order without Opp | Find Introduction/Ready stage or create new |
-| SIM order without Opp | Find open Opportunity or create new |
+| SIM order without Opp | Find Introduction/Ready stage or create new |
 | VPN order | Always create new Opportunity |
 
 **Stage Transitions by Trigger:**
@@ -539,7 +543,7 @@ NOTE: Introduction/Ready stages may be used by agents for pre-order tracking,
 
 - Salesforce Flow automatically sends email to customer when eligibility fields are updated
 - Portal polls Account for eligibility changes (customer sees result on next visit)
-- **Opportunity is created later at order placement** (not during eligibility check)
+- Opportunity is created/reused at eligibility request (Stage = Introduction) and then reused at order placement when possible
 
 ---
 
@@ -662,7 +666,7 @@ LONG TERM:
 
 **Status:** ✅ Confirmed fields exist:
 
-- `Opportunity_Source__c` - Picklist with portal values
+- `Portal_Source__c` - Picklist with portal values
 - `WHMCS_Service_ID__c` - Number field for WHMCS linking
 
 **Note:** Emails for eligibility and ID verification status changes are sent automatically from Salesforce (via Flow/Process Builder).

docs/how-it-works/eligibility-and-verification.md

@@ -21,7 +21,7 @@ This guide describes how eligibility and verification work in the customer porta
 
 1. Customer navigates to `/account/shop/internet`
 2. Customer enters service address and requests eligibility check
-3. Portal creates a Salesforce Case for agent review
+3. Portal **finds/creates a Salesforce Opportunity** (Stage = `Introduction`) and creates a Salesforce Case **linked to that Opportunity** for agent review
 4. Agent performs NTT serviceability check (manual process)
 5. Agent updates Account eligibility fields
 6. Salesforce Flow sends email notification to customer

docs/integrations/salesforce/opportunity-lifecycle.md

@@ -352,10 +352,10 @@ This guide documents the Salesforce Opportunity integration for service lifecycl
 │                                                                          │
 │  4. BIDIRECTIONAL LINK COMPLETE                                          │
 │     └─ Opportunity.WHMCS_Service_ID__c → WHMCS Service                   │
-│     └─ WHMCS Service.OpportunityId → Opportunity                         │
+│     └─ WHMCS Service.OpportunityId → Opportunity (optional; helpful for ops/debugging) │
 │                                                                          │
 │  5. CUSTOMER SEES SERVICE PAGE                                           │
-│     └─ Portal queries WHMCS → gets OpportunityId → queries Opp           │
+│     └─ Portal shows active services from WHMCS; lifecycle/cancellation tracking lives on the linked Salesforce Opportunity (via WHMCS_Service_ID__c) │
 │                                                                          │
 └─────────────────────────────────────────────────────────────────────────┘
 ```
@@ -448,15 +448,15 @@ On/After 25th         →   Must select NEXT month or later
 - [x] Case.OpportunityId (standard lookup)
 - [x] Order.OpportunityId (standard lookup)
 
-**New Fields to Create on Opportunity:**
+**Opportunity Fields Required (Portal writes these):**
 
-- [ ] `Portal_Source__c` picklist
+- [ ] `Portal_Source__c` picklist (used to track how the Opportunity was created)
-- [ ] `WHMCS_Service_ID__c` number field
+- [ ] `WHMCS_Service_ID__c` number field (used to link WHMCS service → Salesforce Opportunity for cancellations)
 
 ### WHMCS Admin Tasks
 
-- [ ] Create `OpportunityId` custom field on Services/Hosting
+- [ ] Create an `OpportunityId` custom field on Services/Hosting (optional but recommended for ops/debugging)
-- [ ] Document custom field ID for AddOrder API
+- [ ] Confirm whether your WHMCS expects `customfields[]` keys by **name** (`OpportunityId`) or by **numeric field id**, and configure accordingly
 
 ### BFF Development Tasks
 
@@ -466,22 +466,20 @@ On/After 25th         →   Must select NEXT month or later
 - [x] Field map configuration
 - [x] `SalesforceOpportunityService`
 - [x] Cancellation deadline helpers (25th rule)
+- [x] Eligibility request creates/reuses Opportunity (Stage `Introduction`) and links Case (`Case.OpportunityId`)
+- [x] Order placement reuses Opportunity in `Introduction`/`Ready` (otherwise creates new `Post Processing`)
+- [x] Fulfillment passes `OpportunityId` to WHMCS and links `WHMCS_Service_ID__c` back to the Opportunity
+- [x] Cancellation Case creation + Opportunity cancellation field updates (Internet cancellations)
 
-**Pending:**
+**Optional / Future:**
 
-- [ ] Register services in Salesforce module
+- [ ] Read `OpportunityId` back from WHMCS service custom fields (portal currently relies on Salesforce `WHMCS_Service_ID__c` for linking)
-- [ ] Integrate Opportunity matching into eligibility flow
-- [ ] Integrate Opportunity matching into order placement
-- [ ] Update order provisioning to pass OpportunityId to WHMCS
-- [ ] Update WHMCS mapper to read OpportunityId custom field
-- [ ] Create cancellation Case service
-- [ ] Integrate Case creation into cancellation flow
 
 ### Frontend Tasks
 
 - [ ] Order tracking page (from Salesforce Order)
 - [ ] Service page with cancellation status
-- [ ] Cancellation form with 25th deadline logic
+- [x] Cancellation forms (Internet + SIM) with 25th deadline logic
 
 ---
 

packages/domain/opportunity/contract.ts

@@ -201,12 +201,16 @@ export const OPPORTUNITY_SOURCE = {
 export type OpportunitySourceValue = (typeof OPPORTUNITY_SOURCE)[keyof typeof OPPORTUNITY_SOURCE];
 
 // ============================================================================
-// Opportunity Matching Constants
+// Opportunity Matching / Stage Sets
 // ============================================================================
 
 /**
- * Stages considered "open" for matching purposes
+ * Stages considered "open" (i.e. not closed) in our lifecycle.
- * Opportunities in these stages can be linked to new orders
+ *
+ * IMPORTANT:
+ * - Do NOT use this list to match a *new* order or eligibility request to an existing Opportunity.
+ *   For those flows we intentionally match a much smaller set of early-stage Opportunities.
+ * - Use the `OPPORTUNITY_MATCH_STAGES_*` constants below instead.
  */
 export const OPEN_OPPORTUNITY_STAGES: OpportunityStageValue[] = [
   OPPORTUNITY_STAGE.INTRODUCTION,
@@ -215,6 +219,27 @@ export const OPEN_OPPORTUNITY_STAGES: OpportunityStageValue[] = [
   OPPORTUNITY_STAGE.ACTIVE,
 ];
 
+/**
+ * Stages eligible for matching during an Internet eligibility request.
+ *
+ * We only ever reuse the initial "Introduction" opportunity; later stages indicate the
+ * customer journey has progressed beyond eligibility.
+ */
+export const OPPORTUNITY_MATCH_STAGES_INTERNET_ELIGIBILITY: OpportunityStageValue[] = [
+  OPPORTUNITY_STAGE.INTRODUCTION,
+];
+
+/**
+ * Stages eligible for matching during order placement.
+ *
+ * If a customer came from eligibility, the Opportunity will usually be in "Introduction" or "Ready".
+ * We must never match an "Active" Opportunity for a new order (that would corrupt lifecycle tracking).
+ */
+export const OPPORTUNITY_MATCH_STAGES_ORDER_PLACEMENT: OpportunityStageValue[] = [
+  OPPORTUNITY_STAGE.INTRODUCTION,
+  OPPORTUNITY_STAGE.READY,
+];
+
 /**
  * Stages that indicate the Opportunity is closed
  */

packages/domain/opportunity/index.ts

@@ -45,6 +45,8 @@ export {
   type OpportunitySourceValue,
   // Matching constants
   OPEN_OPPORTUNITY_STAGES,
+  OPPORTUNITY_MATCH_STAGES_INTERNET_ELIGIBILITY,
+  OPPORTUNITY_MATCH_STAGES_ORDER_PLACEMENT,
   CLOSED_OPPORTUNITY_STAGES,
   // Deadline constants
   CANCELLATION_DEADLINE_DAY,