545e62b8a1
- Added support for custom fields in WHMCS, including customer number, gender, and date of birth, to the environment validation schema. - Updated the signup workflow to handle new fields for date of birth and gender, ensuring they are included in the client creation process. - Implemented email update functionality in the user profile service, allowing users to change their email while ensuring uniqueness across the portal. - Enhanced the profile edit form to include fields for date of birth and gender, with appropriate validation. - Updated the UI to reflect changes in profile management, ensuring users can view and edit their information seamlessly. - Improved error handling and validation for user profile updates, ensuring a smoother user experience.
Portal Guides (How It Works)
These guides explain what the portal does, how data moves between WHMCS and Salesforce, and where caching affects what people see. They avoid deep implementation detail and focus on flows, data ownership, and error handling.
Start with system-overview.md, then jump into the feature you care about:
COMPLETE-GUIDE.md— single, end-to-end explanation of how the portal workssystem-overview.md— high-level architecture, data ownership, and caching quick reference.accounts-and-identity.md— how sign-up, WHMCS linking, and address/profile updates behave.catalog-and-checkout.md— where products/pricing come from and what we check before checkout.orders-and-provisioning.md— order lifecycle in Salesforce and how it is fulfilled into WHMCS.billing-and-payments.md— invoices, payment methods, and how billing links are handled.subscriptions.md— how active services are read and refreshed.support-cases.md— how cases are created/read in Salesforce from the portal.