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docs: define customer portal requirements

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2026-07-24 11:34:39 -04:00
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# voipsimplicity.com — Migration CHANGELOG
## 2026-07-24 — Portal requirements documentation (revised v2.0)
### Revised
- **[PORTAL-REQUIREMENTS.md](./PORTAL-REQUIREMENTS.md)** — replaced with comprehensive v1.0 covering all 7 owner-specified requirement areas:
1. **My Dashboard:** per-customer stats, lists (extensions/DIDs/queues/attendants), music on hold, time frames, graphical topology (Phase 3).
2. **Call History:** unified search (name + phone), direction/status/destination columns, recording playback (conditional), voicemail transcripts, CSV export (all + filtered), CDR data-source caveat (RingLogix CDR endpoints all return 404).
3. **Marketplace:** plans/features catalog, cart, per-extension vs per-account distinction, one/multiple/all extension selection, immediate provisioning vs request-discussion choice, audit log + ticket + notification, approval boundaries, data-source caveat.
4. **Billing:** plan/price summary, included + available features, prior invoices list (date/number/amount/status), inline framed invoice viewer (closeable), download individual/multiple/all, separate secure card update path, NEVER store card data in browser storage.
5. **My Info:** view/update name/email/phone/address, separately update payment method, add/manage authorized users with RBAC/invitation/audit trail.
6. **Site Login:** split-half login page, authenticate by domain ID/account email/authorized-user email, password reset, MFA/one-time token exploration (email/SMS) with rate limiting and recovery, order-services contact form.
7. **Screenshot-informed features:** ViiBE seller-side (Accounts, Quotes, Products, LNP, Number Orders, CNAM, Mobile Connect, Reports) and NetSapiens customer/manager views (Home/Statistics, Domains, SIP Trunks, Phone Inventory, E911, Call History, Contacts, Answer Rules, Time Frames, Voicemail/Settings, Music/Messages, Call-Center Queues/Statistics, Auto Attendants). Staff-only vs customer views separated. Provider/API unknowns marked — does not claim RingLogix supports unsupported endpoints.
- Document includes sources section (owner screenshots + Obsidian notes), source-of-truth table with API availability, RBAC/tenant isolation rules, audit/compliance requirements, phased MVP sequence (4 phases), acceptance criteria, unknowns/caveats, and out-of-scope items.
- **[PORTAL-GAP-ANALYSIS.md](./PORTAL-GAP-ANALYSIS.md)** — replaced with v2.0, reorganized to map gap analysis directly to the 7 owner requirement areas. Includes source-of-truth data availability matrix (19 data categories with API status), screenshot-to-feature mapping for both Viirtue and Apollo screenshots, design/UX comparison, technical architecture gaps (backend DB, payment gateway, file storage), and P0–P4 priority matrix. References 22 owner-provided screenshots and Obsidian notes.
- No code or configuration changes — documentation only. Portal deployment, DNS, APIs, and credentials unchanged.
## 2026-07-24 — Entity record started
### Added