Gecko [ v3.cesa.co.za ]

Name	Size	Permission	Date
echasl23-admin-login-design.md	1.89 KB	-rw-r--r--	2026-05-18 12:51
echasl23-admin-login-requirements.md	2.43 KB	-rw-r--r--	2026-05-18 12:51
mail-queue-monitor-design.md	2.64 KB	-rw-r--r--	2026-05-18 12:51
mail-queue-monitor-requirements.md	2.04 KB	-rw-r--r--	2026-05-18 12:51
member-portal-login-design.md	2.41 KB	-rw-r--r--	2026-05-20 09:05
member-portal-login-requirements.md	1.48 KB	-rw-r--r--	2026-05-20 09:05
member-transformation-declaration-design.md	2.84 KB	-rw-r--r--	2026-05-20 09:05
member-transformation-declaration-requirements.md	2.02 KB	-rw-r--r--	2026-05-20 09:05

Rename

# Member transformation declaration — requirements

## Menu

- Authenticated users with `ROLE_MEMBER_FIRM` see a **Member Portal** navigation dropdown.
- Menu item **Transformation Declaration** links to the transformation data capture form.

## Form access

- Users authenticated via member portal (`user_login`) with a linked member firm may open the form.
- Form displays transformation statistics for the **current calendar year** (declaration year).

## Prior-year prefill

When the firm has **no** annual declaration transformation record for the current year:

1. Search prior years (year − 1, year − 2, …) in `ADec_tblMemberFirms` / `ADec_Transformation` (by `Prev_FirmID` = live firm id).
2. Use the **most recent** prior year that has declaration data to prefill the form.
3. If no prior annual data exists, prefill from live `tblMemberFirms` / `tblMemberFirmsTransformation` if present.
4. If still none, show a blank form with standard defaults.

## Save

- Persist **only** to current-year rows in `ADec_tblMemberFirms` and `ADec_Transformation` (annual declaration tables).
- Do **not** update live `tblMemberFirms` or `tblMemberFirmsTransformation` from the member portal; those operational/reporting tables are updated when staff approve copying approved declaration data.
- **Total staff** (`TotalStaff` on the firm profile) must equal the sum of all occupational-band × demographic headcount fields in the transformation grid (70 count fields). The form must not save when these differ.

## Acceptance criteria

- `ROLE_MEMBER_FIRM` users see Member Portal → Transformation Declaration.
- Opening the form without current-year ADec data shows fields copied from the latest prior year when available.
- Saving updates current-year `ADec_tblMemberFirms` and `ADec_Transformation` only.
- Doctrine maps `ADecTransformation` to table `ADec_Transformation` (primary key `TransformID`).
- Submitting the form with a total staff figure that does not match the summed grid headcounts shows a validation error on **Total staff** and does not persist.