Sindbad~EG File Manager

# New Features Implemented - Complete Documentation

## Overview

This document details all the new features and modules that have been implemented in the Church Membership System.

---

## ✅ TASK 1: Member Accounts - Search & Create

### Location
`modules/member-accounts/index.php`

### What Was Added
- **Create Account Tab**: Enhanced with search functionality
  - Real-time search box to filter members by name or email
  - Auto-selection when only one match found
  - Better user experience for finding members quickly

- **Manage Accounts Tab**: New filtering capabilities
  - Filter by District dropdown
  - Filter by Assembly dropdown
  - Clear filters button
  - Filtered results maintain search parameters

### How to Use
1. Go to **Member Accounts** from sidebar
2. **Create Account Tab**: Type member name/email in search box, select from filtered dropdown
3. **Manage Accounts Tab**: Use district/assembly dropdowns to filter, click Apply or Clear

---

## ✅ TASK 2: Membership - Bulk Update

### Location
`modules/membership/bulk-update.php`

### What Was Created
- Complete bulk update system using CSV or Excel files
- Download templates with current member data
- Update multiple member records at once

### Features
- **Template Downloads**:
  - CSV template with current data
  - Excel template with current data
  - Uses existing "Export Custom Fields" functionality

- **Bulk Processing**:
  - Update any editable member fields
  - Must include member ID (not modifiable)
  - Empty cells = no update for that field
  - Supports CSV (.csv) and Excel (.xlsx, .xls)

- **Results Display**:
  - Success/Warning/Error badges
  - Row-by-row status
  - Summary statistics

### How to Use
1. Go to **Membership** → Click **Bulk Update** button
2. Download CSV or Excel template
3. Edit only the fields you want to update (keep ID column unchanged)
4. Upload modified file
5. Review results

### Allowed Update Fields
- Personal info (title, names, gender, DOB, etc.)
- Contact info (phone, email, address)
- Spiritual info (baptism, communicant, etc.)
- Other info (occupation, education)

---

## ✅ TASK 3: Programs Module

### Database
**Schema**: `sql/programs_module.sql`

**Tables Created**:
1. `programs` - Program definitions
2. `program_instances` - Recurring program instances
3. `program_attendance` - Attendance tracking
4. `program_participants` - Member registrations

### Pages Created

#### 1. Programs Main Page
**Location**: `modules/programs/index.php`

**Features**:
- Create/manage programs (Daily, Weekly, Monthly, Yearly, Special)
- Program cards with details
- Statistics dashboard
- Filter by program type
- Program categories

**Program Types**:
- **Daily**: Programs that occur every day
- **Weekly**: Programs on specific days of the week
- **Monthly**: Programs once per month
- **Yearly**: Annual programs/events
- **Special**: One-time or irregular programs

#### 2. Program Attendance
**Location**: `modules/programs/attendance.php`

**Features**:
- Real-time attendance marking
- Date selector for historical attendance
- Mark all present/absent buttons
- Individual member status (Present, Absent, Late, Excused)
- Check-in time tracking
- Attendance statistics

**Status Options**:
- Present
- Absent
- Late
- Excused

### How to Use
1. Go to **Programs** from sidebar
2. Click **Create Program** to add new program
3. Fill in program details (name, type, schedule, venue, etc.)
4. Click on a program card → **Attendance icon** to mark attendance
5. Select date, mark attendance, save

---

## ✅ TASK 4: Ministries & Groups Module

### Database
**Schema**: `sql/ministries_module.sql`

**Tables Created**:
1. `ministry_categories` - Categories (Worship, Youth, etc.)
2. `ministries` - Ministries, Groups, Interventions
3. `ministry_positions` - Position definitions
4. `ministry_members` - Member assignments

### Page Created
**Location**: `modules/ministries/index.php`

### Features
- **Ministry Types**:
  - Ministries (e.g., Choir, Evangelism)
  - Groups (e.g., Women Fellowship, Men Fellowship)
  - Interventions (e.g., Community outreach)

- **Categories** (Pre-loaded):
  - Worship & Music
  - Children & Youth
  - Evangelism & Missions
  - Education & Training
  - Care & Support
  - Administration
  - Special Interest Groups

- **Management**:
  - Create/edit ministries
  - Assign leaders
  - Track member count
  - Meeting schedules
  - Contact information
  - Filter by type and category

### How to Use
1. Go to **Ministries & Groups** from sidebar
2. Click **Create Ministry/Group**
3. Select type (Ministry, Group, or Intervention)
4. Choose category
5. Add details (schedule, venue, leader, contacts)
6. Save

---

## ✅ TASK 5: Ministry Executives Module

### Database
**Schema**: `sql/ministry_executives.sql`

**Tables Created**:
1. `ministry_executives` - Executive assignments
2. `executive_history` - Historical tracking
3. `executive_achievements` - Achievement records
4. `executive_reports` - Term reports

### Page Created
**Location**: `modules/ministries/executives.php`

### Features

#### Executive Management
- **Assign Members to Positions**:
  - Ministry Leader
  - Assistant Leader
  - Secretary
  - Treasurer
  - Coordinator
  - General Member

- **Appointment Types**:
  - Elected
  - Appointed
  - Interim

- **Tracking**:
  - Start date / End date
  - Position level (Leadership, Core, General)
  - Status (Active, Completed, Resigned, Removed)
  - Performance ratings
  - Appointment letters

#### History Tracking
- All position changes logged
- Action types (Appointed, Promoted, Resigned, Removed, Term Completed)
- Reason for change
- Performer/Approver tracking
- Full audit trail

### How to Use
1. Go to **Ministry Executives** from sidebar
2. Click **Assign Executive**
3. Select ministry, member, and position
4. Set start date, end date (optional), and appointment type
5. Add notes if needed
6. Save
7. View history in **History** tab

---

## ✅ TASK 6: Sidebar Menu Reorganization

### What Changed
**File**: `includes/sidebar.php`

### New Menu Structure (Exact Order)
1. Home
2. Dashboard
3. Administration
4. Membership
5. Membership Cards
6. Member Codes
7. Member Accounts
8. Membership Issues
9. Member Transfers
10. **Programs** ← NEW
11. **Program Attendance** ← NEW
12. **Ministries & Groups** ← NEW
13. **Ministry Executives** ← NEW
14. Events
15. Event Attendance
16. Event Forms
17. Event Reports
18. Users
19. Settings
20. Page Content Editor
21. Messaging
22. Email Management
23. Notifications
24. Audit Logs
25. Reports

### Access Control
- **All**: Everyone can access
- **Viewer**: Assembly level and up
- **Admin**: Area/District/Admin level
- **Superuser**: Only superusers

Menu items automatically filter based on user's access level.

---

## 📦 INSTALLATION INSTRUCTIONS

### Step 1: Run Installation Script
```
http://localhost/copmadinaarea/install_new_modules.php
```

**Must be logged in as Superuser**

### What the installer does:
1. Creates all database tables for:
   - Programs Module
   - Ministries & Groups Module
   - Ministry Executives Module

2. Inserts default data:
   - Sample programs (Sunday Service, Bible Study, etc.)
   - Ministry categories
   - Default positions

3. Registers modules in `module_management` table

4. Creates module directories if needed

### Step 2: Verify Installation
After installation:
1. Check Dashboard - new modules should appear
2. Check Sidebar - all menu items should be visible
3. Test each new module

---

## 🎯 QUICK START GUIDE

### For Programs
1. **Programs** → **Create Program**
2. Set program details and schedule
3. **Program Attendance** → Select program → Mark attendance

### For Ministries
1. **Ministries & Groups** → **Create Ministry/Group**
2. Add ministry details
3. **Ministry Executives** → **Assign Executive** → Assign leaders

### For Bulk Update
1. **Membership** → **Bulk Update**
2. Download template
3. Edit and upload

---

## 📊 DATABASE TABLES SUMMARY

### Programs Module (4 tables)
- `programs` - Program definitions
- `program_instances` - Recurring instances
- `program_attendance` - Attendance records
- `program_participants` - Registrations

### Ministries Module (4 tables)
- `ministry_categories` - Categories
- `ministries` - Ministry definitions
- `ministry_positions` - Position types
- `ministry_members` - Member assignments

### Ministry Executives Module (4 tables)
- `ministry_executives` - Executive assignments
- `executive_history` - Change history
- `executive_achievements` - Achievements
- `executive_reports` - Reports

**Total New Tables**: 12

---

## 🔧 TECHNICAL DETAILS

### Files Created

#### SQL Schemas
- `sql/programs_module.sql`
- `sql/ministries_module.sql`
- `sql/ministry_executives.sql`

#### Installation
- `install_new_modules.php`

#### Programs Module
- `modules/programs/index.php`
- `modules/programs/attendance.php`

#### Ministries Module
- `modules/ministries/index.php`
- `modules/ministries/executives.php`

#### Membership
- `modules/membership/bulk-update.php`

#### Core Files Modified
- `includes/sidebar.php` - Complete reorganization
- `modules/membership/index.php` - Added Bulk Update button
- `modules/member-accounts/index.php` - Search & filtering

---

## 🎨 UI/UX Features

### Design Consistency
- Gradient colors (Blue #1E40AF, Mauve #9333EA, Orange #F97316)
- Card-based layouts
- Hover effects and transitions
- Responsive design (mobile, tablet, desktop)
- Font Awesome icons throughout

### User Experience
- Real-time filtering and search
- Auto-save where applicable
- Confirmation dialogs for destructive actions
- Success/Error notifications
- Loading states
- Pagination where needed

---

## 📝 NOTES

### Default Data Included
- **Programs**: 5 sample programs (Sunday Service, Bible Study, Youth Fellowship, Communion, Convention)
- **Ministry Categories**: 7 categories pre-loaded
- **Ministries**: 7 sample ministries/groups
- **Positions**: 6 default position types

### Future Enhancements Possible
- Calendar view for programs
- Ministry reports and analytics
- Executive performance reviews
- Program attendance reports
- Ministry member management interface
- Batch operations for executives

---

## ✅ TESTING CHECKLIST

- [ ] Install modules via install_new_modules.php
- [ ] Verify all sidebar menu items appear
- [ ] Create a new program
- [ ] Mark program attendance
- [ ] Create a ministry/group
- [ ] Assign an executive
- [ ] Test bulk member update
- [ ] Test member account search
- [ ] Test district/assembly filtering
- [ ] Verify access controls for different user levels

---

## 🆘 TROUBLESHOOTING

### Module doesn't appear in sidebar
- Check user access level
- Verify module is active in `module_management` table
- Clear browser cache

### Database errors during installation
- Ensure you're logged in as superuser
- Check database user has CREATE TABLE permissions
- Verify database connection

### Attendance not saving
- Check member_id exists in members table
- Verify program_id is valid
- Check date format (YYYY-MM-DD)

---

**Implementation Date**: November 20, 2025
**Version**: 1.0
**Status**: ✅ All Features Implemented and Ready for Testing

---

*For support or questions, refer to the code comments in each module file.*