# WHMCS Migration Form Simplification ## Problem 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. ## Decision 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). ## Changes ### 1. Domain Schema (`packages/domain/get-started/schema.ts`) Make `dateOfBirth` and `gender` optional on `migrateWhmcsAccountRequestSchema`. ### 2. BFF Workflow (`apps/bff/src/modules/auth/infra/workflows/get-started-workflow.service.ts`) - `migrateWhmcsAccount()`: destructure `dateOfBirth`/`gender` as optional - `updateWhmcsClientForMigration()`: skip custom field updates when values not provided - Method signature: make `dateOfBirth` and `gender` optional params ### 3. Frontend — MigrateAccountStep (`apps/portal/src/features/get-started/components/GetStartedForm/steps/MigrateAccountStep.tsx`) - Remove DOB input field - Remove gender radio buttons - Remove local state for `dateOfBirth` and `gender` - Remove DOB/gender from validation and `canSubmit` - Remove DOB/gender from `updateFormData` call ### 4. Store (`apps/portal/src/features/get-started/stores/get-started.store.ts`) - Stop sending `dateOfBirth`/`gender` in the `migrateWhmcsAccount` API call ### 5. Account Status Step (`apps/portal/src/features/get-started/components/GetStartedForm/steps/AccountStatusStep.tsx`) - Update WHMCS summary card: remove "date of birth" from the "still needed" list ### 6. UAT Docs (`docs/uat/01-signup-and-account-creation.md`) - Update Step 3 Outcome C: remove "date of birth" from needed items - Update Step 4b: remove DOB and gender from the form fields list - Update WHMCS verification: note DOB/gender are not updated during migration