Assist_Design/docs/plans/2026-02-24-whmcs-migration-simplification-design.md

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