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Customers: Add proposed business customer type fields #258

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darwinz opened this issue Oct 21, 2020 · 1 comment · Fixed by #269
Closed

Customers: Add proposed business customer type fields #258

darwinz opened this issue Oct 21, 2020 · 1 comment · Fixed by #269
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enhancement New feature or request
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@darwinz
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darwinz commented Oct 21, 2020

This is a sub-task of the epic to support business profiles.

Proposed work

Add the following fields to the customer model to support business profiles

  • Customer type: business (exists today)
  • Business name
  • Doing business as (optional)
  • Business type
    • Individual, sole proprietor, or single-member LLC
    • Corporation
    • Nonprofit organization
    • Partnership
    • Limited liability company
  • Addresses (already exists)
  • Phone numbers (already exists)
  • SIC code (optional)
    Business Classification & Tags | SIC Codes - Google docs
  • NAICS code (optional)
    Business Classification & Tags | NAICS Codes - Google docs
  • Website (optional)
  • Email Address (already exists)
  • EIN (optional)
  • Date established (optional)
  • D&B D-U-N-S number (optional)
  • Representatives (optional array)
    • First name
    • Last name
    • Job title
    • Date of birth
    • SSN (last 4)
    • Addresses
    • Phone numbers
    • Email address
@darwinz darwinz self-assigned this Oct 21, 2020
@darwinz darwinz added the enhancement New feature or request label Oct 21, 2020
@adamdecaf adamdecaf added this to the v0.6 Release milestone Oct 21, 2020
@adamdecaf
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adamdecaf commented Oct 21, 2020

@darwinz can we create a PR of just the models being added? I want to agree on the descriptions, naming, etc before merging. With so many models I want @joshsadler and folks to be on the same page.

Also, can we hold off merging this until v0.5.0 is released? I don't want to introduce partial support for businesses right now.

@darwinz darwinz linked a pull request Nov 4, 2020 that will close this issue
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