# Feature Matrix
## Taiwan NPO Membership Management System

**Last Updated:** 2025-11-20

This document provides a comprehensive feature-by-feature breakdown of the system, implementation status, and related files.

---

## Feature Status Legend

- ✅ **Complete** - Fully implemented and tested
- 🟡 **Partial** - Partially implemented
- ❌ **Not Started** - Planned but not yet implemented
- 🔄 **In Progress** - Currently being developed

---

## 1. Member Management

### 1.1 Public Member Registration
**Status:** ✅ Complete

**Description:** Allow public users to self-register as members through a public form.

**Features:**
- Full registration form with personal details
- Address information
- Emergency contact
- Terms acceptance
- Auto-login after registration
- Welcome email

**Related Files:**
- Controller: `app/Http/Controllers/PublicMemberRegistrationController.php`
- View: `resources/views/register/member.blade.php`
- Model: `app/Models/Member.php`, `app/Models/User.php`
- Route: `GET/POST /register/member`
- Email: `app/Mail/MemberRegistrationWelcomeMail.php`

**Validation Rules:**
- full_name: required, string, max 255
- email: required, unique in users AND members
- password: required, confirmed, strong
- phone, national_id, address: optional
- terms_accepted: required, accepted

---

### 1.2 Admin Member Creation
**Status:** ✅ Complete

**Description:** Admins can manually create member records.

**Features:**
- Create member with or without user account
- Import members via CSV
- Export members to CSV/Excel
- Bulk member operations

**Related Files:**
- Controller: `app/Http/Controllers/AdminMemberController.php`
- Views: `resources/views/admin/members/{create,edit,index,show}.blade.php`
- Route: `POST /admin/members`

---

### 1.3 Member Profile Management
**Status:** ✅ Complete

**Description:** View and edit member information.

**Features:**
- View member details
- Edit personal information
- Update membership type
- View payment history
- View membership status

**Related Files:**
- Controller: `app/Http/Controllers/AdminMemberController.php`
- Views: `resources/views/admin/members/{show,edit}.blade.php`
- Route: `GET/PATCH /admin/members/{id}`

---

### 1.4 Member Search & Filtering
**Status:** ✅ Complete

**Description:** Search and filter members by various criteria.

**Features:**
- Search by name, email, phone
- Search by national ID (via hash)
- Filter by membership status
- Filter by payment status
- Filter by date range
- Paginated results

**Related Files:**
- Controller: `app/Http/Controllers/AdminMemberController.php` (index method)
- View: `resources/views/admin/members/index.blade.php`

---

### 1.5 National ID Encryption
**Status:** ✅ Complete

**Description:** Securely store and search national IDs.

**Features:**
- AES-256 encryption for storage
- SHA256 hash for searching
- Automatic encryption/decryption via accessors/mutators
- Never expose plain text in logs or responses

**Related Files:**
- Model: `app/Models/Member.php` (getNationalIdAttribute, setNationalIdAttribute)
- Migration: `database/migrations/*_create_members_table.php`

---

## 2. Payment Verification System

### 2.1 Member Payment Submission
**Status:** ✅ Complete

**Description:** Members can submit payment proof for verification.

**Features:**
- Upload receipt (JPG, PNG, PDF, max 10MB)
- Specify payment method (bank transfer, convenience store, cash, credit card)
- Specify amount, date, reference
- Add optional notes
- Receipt stored in private storage
- Submission confirmation email

**Related Files:**
- Controller: `app/Http/Controllers/MemberPaymentController.php`
- View: `resources/views/member/submit-payment.blade.php`
- Model: `app/Models/MembershipPayment.php`
- Route: `GET/POST /member/submit-payment`
- Email: `app/Mail/PaymentSubmittedMail.php`

---

### 2.2 Three-Tier Payment Verification
**Status:** ✅ Complete

**Description:** 3-tier approval workflow for payment verification.

**Workflow:**
1. **Tier 1 (Cashier):** Verify receipt legitimacy
2. **Tier 2 (Accountant):** Verify financial details
3. **Tier 3 (Chair):** Final approval

**Features:**
- Sequential approval (must go Tier 1 → 2 → 3)
- Permission-based access control
- Can reject at any tier with reason
- Email notifications at each stage
- Automatic membership activation on Tier 3 approval
- Audit logging for each action

**Related Files:**
- Controller: `app/Http/Controllers/PaymentVerificationController.php`
- Views: `resources/views/admin/payment-verifications/{index,show}.blade.php`
- Model: `app/Models/MembershipPayment.php`
- Routes:
  - `POST /admin/payment-verifications/{payment}/approve-cashier`
  - `POST /admin/payment-verifications/{payment}/approve-accountant`
  - `POST /admin/payment-verifications/{payment}/approve-chair`
  - `POST /admin/payment-verifications/{payment}/reject`
- Emails:
  - `app/Mail/PaymentApprovedByCashierMail.php`
  - `app/Mail/PaymentApprovedByAccountantMail.php`
  - `app/Mail/PaymentFullyApprovedMail.php`
  - `app/Mail/PaymentRejectedMail.php`

---

### 2.3 Payment Verification Dashboard
**Status:** ✅ Complete

**Description:** Centralized dashboard for payment verification queue.

**Features:**
- Tabbed interface (All, Cashier Queue, Accountant Queue, Chair Queue, Approved, Rejected)
- Queue counts with badges
- Search by member name, email, reference
- Permission-based tab visibility
- Pagination
- Status badges with color coding

**Related Files:**
- Controller: `app/Http/Controllers/PaymentVerificationController.php` (index method)
- View: `resources/views/admin/payment-verifications/index.blade.php`
- Route: `GET /admin/payment-verifications`

---

### 2.4 Automatic Membership Activation
**Status:** ✅ Complete

**Description:** Automatically activate membership when payment fully approved.

**Features:**
- Triggered on Tier 3 (Chair) approval
- Sets member.membership_status = 'active'
- Sets membership_started_at = today
- Sets membership_expires_at = today + 1 year (or lifetime)
- Sends activation email to member
- Notifies membership managers
- Audits activation event

**Related Files:**
- Controller: `app/Http/Controllers/PaymentVerificationController.php` (approveByChair method)
- Email: `app/Mail/MembershipActivatedMail.php`

---

### 2.5 Payment Rejection Handling
**Status:** ✅ Complete

**Description:** Reject payments with reason at any approval tier.

**Features:**
- Rejection reason required
- Rejection email with reason sent to member
- Member can resubmit
- Audit logging

**Related Files:**
- Controller: `app/Http/Controllers/PaymentVerificationController.php` (reject method)
- Email: `app/Mail/PaymentRejectedMail.php`

---

### 2.6 Receipt Download
**Status:** ✅ Complete

**Description:** Download payment receipt files securely.

**Features:**
- Authentication required
- Permission checking
- Serves from private storage
- Original filename preserved

**Related Files:**
- Controller: `app/Http/Controllers/PaymentVerificationController.php` (downloadReceipt method)
- Route: `GET /admin/payment-verifications/{payment}/receipt`

---

## 3. Issue Tracking System

### 3.1 Issue Creation & Management
**Status:** ✅ Complete

**Description:** Create and manage work items, tasks, and support requests.

**Features:**
- Auto-generated issue number (ISS-YYYY-NNN)
- Issue types: work_item, project_task, maintenance, member_request
- Priority levels: low, medium, high, urgent
- Status workflow: new → assigned → in_progress → review → closed
- Due date tracking
- Estimated vs actual hours
- Sub-task support (parent_issue_id)

**Related Files:**
- Controller: `app/Http/Controllers/IssueController.php`
- Model: `app/Models/Issue.php`
- Views: `resources/views/admin/issues/{index,create,edit,show}.blade.php`
- Routes: Standard CRUD routes under `/admin/issues`

---

### 3.2 Issue Assignment & Workflow
**Status:** ✅ Complete

**Description:** Assign issues to users and manage status transitions.

**Features:**
- Assign to user
- Update status with validation (can't skip statuses)
- Reviewer assignment
- Reopen closed issues
- Assignment notification email

**Related Files:**
- Controller: `app/Http/Controllers/IssueController.php` (assign, updateStatus methods)
- Email: `app/Mail/IssueAssignedMail.php`
- Route: `POST /admin/issues/{issue}/assign`, `PATCH /admin/issues/{issue}/status`

---

### 3.3 Issue Comments
**Status:** ✅ Complete

**Description:** Add comments to issues for collaboration.

**Features:**
- Add comments
- Internal vs external comments (is_internal flag hides from members)
- Comment notifications to watchers
- Timestamps

**Related Files:**
- Controller: `app/Http/Controllers/IssueController.php` (addComment method)
- Model: `app/Models/IssueComment.php`
- Email: `app/Mail/IssueCommentedMail.php`
- Route: `POST /admin/issues/{issue}/comments`

---

### 3.4 Issue Attachments
**Status:** ✅ Complete

**Description:** Upload and manage file attachments on issues.

**Features:**
- Upload files to issues
- Download attachments
- Delete attachments
- File metadata tracking (size, mime type)

**Related Files:**
- Controller: `app/Http/Controllers/IssueController.php` (uploadAttachment, downloadAttachment, deleteAttachment methods)
- Model: `app/Models/IssueAttachment.php`
- Routes:
  - `POST /admin/issues/{issue}/attachments`
  - `GET /admin/issues/attachments/{attachment}/download`
  - `DELETE /admin/issues/attachments/{attachment}`

---

### 3.5 Time Logging
**Status:** ✅ Complete

**Description:** Log time spent on issues.

**Features:**
- Log hours worked
- Specify work date
- Optional description
- Automatic summation of total hours
- Compare to estimated hours

**Related Files:**
- Controller: `app/Http/Controllers/IssueController.php` (logTime method)
- Model: `app/Models/IssueTimeLog.php`, `app/Models/Issue.php` (getTotalTimeLoggedAttribute)
- Route: `POST /admin/issues/{issue}/time-logs`

---

### 3.6 Issue Watchers
**Status:** ✅ Complete

**Description:** Users can watch issues for notifications.

**Features:**
- Add watchers to issue
- Remove watchers
- Watchers receive email on status changes and comments

**Related Files:**
- Controller: `app/Http/Controllers/IssueController.php` (addWatcher, removeWatcher methods)
- Model: `app/Models/Issue.php` (watchers relationship)
- Routes:
  - `POST /admin/issues/{issue}/watchers`
  - `DELETE /admin/issues/{issue}/watchers`

---

### 3.7 Issue Labels
**Status:** ✅ Complete

**Description:** Categorize issues with color-coded labels.

**Features:**
- Create/edit/delete labels
- Assign multiple labels to issues
- Filter issues by label
- Color customization

**Related Files:**
- Controller: `app/Http/Controllers/IssueLabelController.php`
- Model: `app/Models/IssueLabel.php`
- Views: `resources/views/admin/issue-labels/{index,create,edit}.blade.php`
- Routes: Standard CRUD routes under `/admin/issue-labels`
- Seeder: `database/seeders/IssueLabelSeeder.php`

---

### 3.8 Issue Relationships
**Status:** ✅ Complete

**Description:** Link related issues.

**Features:**
- Relationship types: blocks, is_blocked_by, relates_to, duplicates, is_duplicated_by
- Bidirectional linking
- View related issues

**Related Files:**
- Model: `app/Models/IssueRelationship.php`, `app/Models/Issue.php` (relationships)
- Migration: `database/migrations/*_create_issues_table.php`

---

### 3.9 Issue Reports & Analytics
**Status:** ✅ Complete

**Description:** Generate reports and analytics on issue data.

**Features:**
- Status distribution
- Priority distribution
- Workload analysis
- Overdue issues report

**Related Files:**
- Controller: `app/Http/Controllers/IssueReportsController.php`
- Route: `GET /admin/issue-reports`

---

### 3.10 Overdue Detection
**Status:** ✅ Complete

**Description:** Automatically detect and flag overdue issues.

**Features:**
- Overdue calculation (due_date < today AND status != closed)
- Days until due calculation
- Overdue scope for filtering
- Email reminders (scheduled)

**Related Files:**
- Model: `app/Models/Issue.php` (getIsOverdueAttribute, getDaysUntilDueAttribute, overdue scope)
- Email: `app/Mail/IssueOverdueMail.php`, `app/Mail/IssueDueSoonMail.php`

---

## 4. Budget Management

### 4.1 Budget Creation & Management
**Status:** ✅ Complete

**Description:** Create and manage annual/quarterly/monthly budgets.

**Features:**
- Fiscal year selection
- Period type (annual, quarterly, monthly)
- Period date range
- Budget workflow: draft → submitted → approved → active → closed
- Notes support

**Related Files:**
- Controller: `app/Http/Controllers/BudgetController.php`
- Model: `app/Models/Budget.php`
- Views: `resources/views/admin/budgets/{index,create,edit,show}.blade.php`
- Routes: Standard CRUD routes under `/admin/budgets`

---

### 4.2 Budget Items
**Status:** ✅ Complete

**Description:** Line items within budgets linked to chart of accounts.

**Features:**
- Link to chart of account
- Set budgeted amount
- Track actual amount (auto-updated from transactions)
- Calculate variance (actual - budgeted)
- Calculate utilization percentage
- Over-budget detection

**Related Files:**
- Model: `app/Models/BudgetItem.php`
- Migration: `database/migrations/*_create_budgets_table.php`

---

### 4.3 Budget Workflow
**Status:** ✅ Complete

**Description:** Manage budget lifecycle states.

**Features:**
- Submit for approval (draft → submitted)
- Approve budget (submitted → approved)
- Activate budget (approved → active)
- Close budget (active → closed)
- Permission-based actions

**Related Files:**
- Controller: `app/Http/Controllers/BudgetController.php` (submit, approve, activate, close methods)
- Routes:
  - `POST /admin/budgets/{budget}/submit`
  - `POST /admin/budgets/{budget}/approve`
  - `POST /admin/budgets/{budget}/activate`
  - `POST /admin/budgets/{budget}/close`

---

### 4.4 Budget Variance Analysis
**Status:** ✅ Complete

**Description:** Calculate and display budget vs actual variances.

**Features:**
- Total budgeted income/expense
- Total actual income/expense
- Variance calculation
- Variance percentage
- Remaining budget
- Over-budget alerts

**Related Files:**
- Model: `app/Models/BudgetItem.php` (variance methods), `app/Models/Budget.php` (total methods)

---

## 5. Financial Management

### 5.1 Chart of Accounts
**Status:** ✅ Complete

**Description:** Hierarchical chart of accounts for financial tracking.

**Features:**
- Account types: income, expense, asset, liability, net_asset
- Hierarchical parent-child structure
- Account code system
- Chinese and English names
- Category grouping
- Active/inactive status
- Display order

**Related Files:**
- Model: `app/Models/ChartOfAccount.php`
- Migration: `database/migrations/*_create_chart_of_accounts_table.php`
- Seeder: `database/seeders/ChartOfAccountSeeder.php`

---

### 5.2 Transaction Management
**Status:** ✅ Complete

**Description:** Record and track financial transactions.

**Features:**
- Transaction types: income, expense
- Link to chart of account (required)
- Link to budget item (optional)
- Link to finance document or membership payment (optional)
- Transaction date
- Amount
- Description and reference number
- Notes
- Search and filter

**Related Files:**
- Controller: `app/Http/Controllers/TransactionController.php`
- Model: `app/Models/Transaction.php`
- Views: `resources/views/admin/transactions/{index,create,edit,show}.blade.php`
- Routes: Standard CRUD routes under `/admin/transactions`

---

### 5.3 Finance Document Approval
**Status:** ✅ Complete

**Description:** 3-tier approval workflow for finance documents.

**Features:**
- Submit documents with attachments
- 3-tier approval (cashier → accountant → chair)
- Rejection with reason
- Email notifications
- File attachment support
- Same workflow as payment verification

**Related Files:**
- Controller: `app/Http/Controllers/FinanceDocumentController.php`
- Model: `app/Models/FinanceDocument.php`
- Views: `resources/views/admin/finance-documents/{index,create,show}.blade.php`
- Routes:
  - `POST /admin/finance-documents`
  - `POST /admin/finance-documents/{document}/approve`
  - `POST /admin/finance-documents/{document}/reject`
- Emails: `app/Mail/FinanceDocument*.php` (5 mailables)

---

### 5.4 Financial Reports
**Status:** ✅ Complete

**Description:** Generate and store financial reports.

**Features:**
- Report generation
- Report data stored as JSON
- Historical snapshots
- Multiple report types

**Related Files:**
- Model: `app/Models/FinancialReport.php`
- Migration: `database/migrations/*_create_budgets_table.php`

---

## 6. Security & Authorization

### 6.1 Role-Based Access Control
**Status:** ✅ Complete

**Description:** Spatie Permission-based authorization.

**Features:**
- Multiple roles: admin, staff, cashier, accountant, chair
- Granular permissions
- Role assignment via UI
- Permission inheritance

**Related Files:**
- Seeders: `database/seeders/RoleSeeder.php`, `database/seeders/PaymentVerificationRolesSeeder.php`
- Controller: `app/Http/Controllers/AdminRoleController.php`
- Views: `resources/views/admin/roles/{index,create,edit,show}.blade.php`
- Package: Spatie Laravel Permission

---

### 6.2 Admin Middleware
**Status:** ✅ Complete

**Description:** Protect admin routes.

**Features:**
- Check is_admin flag OR admin role
- Return 403 if unauthorized
- Applied to /admin route group

**Related Files:**
- Middleware: `app/Http/Middleware/EnsureUserIsAdmin.php`
- Route: Applied to `/admin` group in `routes/web.php`

---

### 6.3 Paid Membership Middleware
**Status:** ✅ Complete

**Description:** Verify active paid membership for member-only resources.

**Features:**
- Check authentication
- Check member record exists
- Check hasPaidMembership() (active status + future expiry)
- Redirect with error if not eligible

**Related Files:**
- Middleware: `app/Http/Middleware/CheckPaidMembership.php`

---

### 6.4 Audit Logging
**Status:** ✅ Complete

**Description:** Complete audit trail for all significant actions.

**Features:**
- Log all CRUD operations
- Log workflow transitions
- Store user, action, object type/id, metadata
- Queryable and exportable
- CSV export

**Related Files:**
- Model: `app/Models/AuditLog.php`
- Support: `app/Support/AuditLogger.php`
- Controller: `app/Http/Controllers/AdminAuditLogController.php`
- Views: `resources/views/admin/audit-logs/index.blade.php`
- Routes: `GET /admin/audit-logs`, `GET /admin/audit-logs/export`

---

## 7. Email Notifications

### 7.1 Membership Emails
**Status:** ✅ Complete

**Email Count:** 8 mailables

| Email | Trigger |
|-------|---------|
| MemberRegistrationWelcomeMail | Self-registration |
| PaymentSubmittedMail | Payment submission (2 variants: member + cashier) |
| PaymentApprovedByCashierMail | Tier 1 approval |
| PaymentApprovedByAccountantMail | Tier 2 approval |
| PaymentFullyApprovedMail | Tier 3 approval |
| PaymentRejectedMail | Payment rejection |
| MembershipActivatedMail | Membership activation |
| MembershipExpiryReminderMail | Expiry reminder |

**Related Files:**
- Mailables: `app/Mail/Member*.php`, `app/Mail/Payment*.php`, `app/Mail/Membership*.php`
- Templates: `resources/views/emails/members/*`, `resources/views/emails/payments/*`

---

### 7.2 Finance Emails
**Status:** ✅ Complete

**Email Count:** 5 mailables

| Email | Trigger |
|-------|---------|
| FinanceDocumentSubmitted | Document submitted |
| FinanceDocumentApprovedByCashier | Tier 1 approval |
| FinanceDocumentApprovedByAccountant | Tier 2 approval |
| FinanceDocumentFullyApproved | Tier 3 approval |
| FinanceDocumentRejected | Document rejection |

**Related Files:**
- Mailables: `app/Mail/FinanceDocument*.php`
- Templates: `resources/views/emails/finance-documents/*`

---

### 7.3 Issue Emails
**Status:** ✅ Complete

**Email Count:** 6 mailables

| Email | Trigger |
|-------|---------|
| IssueAssignedMail | Issue assignment |
| IssueStatusChangedMail | Status change |
| IssueCommentedMail | New comment |
| IssueDueSoonMail | Due date approaching |
| IssueOverdueMail | Past due date |
| IssueClosedMail | Issue closed |

**Related Files:**
- Mailables: `app/Mail/Issue*.php`
- Templates: `resources/views/emails/issues/*`

---

### 7.4 Queue Integration
**Status:** ✅ Complete

**Features:**
- All emails implement ShouldQueue
- Async delivery via queue workers
- Failed jobs table for retry
- Database/Redis queue driver support

**Configuration:**
- Queue connection in `.env` (QUEUE_CONNECTION)

---

## 8. User Interface

### 8.1 Member Dashboard
**Status:** ✅ Complete

**Description:** Member-facing dashboard for viewing membership status and submitting payments.

**Features:**
- Membership status display with badges
- Membership type and expiry date
- Payment history with verification status
- Submit payment button (if eligible)
- Pending payment alert
- Dark mode support

**Related Files:**
- Controller: `app/Http/Controllers/MemberDashboardController.php`
- View: `resources/views/member/dashboard.blade.php`
- Route: `GET /my-membership`

---

### 8.2 Admin Dashboard
**Status:** ✅ Complete

**Description:** Admin dashboard with overview statistics.

**Features:**
- Key metrics
- Recent activity
- Quick links

**Related Files:**
- Controller: `app/Http/Controllers/AdminDashboardController.php`
- Route: `GET /admin/dashboard`

---

### 8.3 Responsive Design
**Status:** ✅ Complete

**Description:** Mobile-friendly responsive design.

**Features:**
- Tailwind CSS utility classes
- Responsive grid layouts
- Mobile-friendly tables
- Dark mode support

**Related Files:**
- All Blade templates in `resources/views/`
- Tailwind config: `tailwind.config.js`

---

### 8.4 Dark Mode
**Status:** ✅ Complete

**Description:** Dark mode support across all views.

**Features:**
- Dark mode toggle
- Consistent dark color scheme
- All views support dark mode

**Related Files:**
- All Blade templates use `dark:*` utility classes

---

## 9. Data Import/Export

### 9.1 Member Import (CSV)
**Status:** ✅ Complete

**Description:** Bulk import members from CSV.

**Related Files:**
- Controller: `app/Http/Controllers/AdminMemberController.php` (import, importForm methods)
- Routes: `GET/POST /admin/members/import`

---

### 9.2 Member Export (CSV)
**Status:** ✅ Complete

**Description:** Export member list to CSV/Excel.

**Related Files:**
- Controller: `app/Http/Controllers/AdminMemberController.php` (export method)
- Route: `GET /admin/members/export`

---

### 9.3 Audit Log Export
**Status:** ✅ Complete

**Description:** Export audit logs to CSV.

**Related Files:**
- Controller: `app/Http/Controllers/AdminAuditLogController.php` (export method)
- Route: `GET /admin/audit-logs/export`

---

## 10. Custom Fields & Extensions

### 10.1 Custom Fields (Polymorphic)
**Status:** ✅ Complete

**Description:** Attach custom fields to any model.

**Features:**
- Field types: text, select, checkbox, date
- JSON storage for values
- Required/optional fields
- Currently used for Issues

**Related Files:**
- Model: `app/Models/CustomField.php`, `app/Models/CustomFieldValue.php`
- Migration: `database/migrations/*_create_issues_table.php`

---

## Summary Statistics

### Implementation Status

| Status | Count | Percentage |
|--------|-------|------------|
| ✅ Complete | 52 | 100% |
| 🟡 Partial | 0 | 0% |
| 🔄 In Progress | 0 | 0% |
| ❌ Not Started | 0 | 0% |

### Feature Categories

| Category | Features | Status |
|----------|----------|--------|
| Member Management | 5 | ✅ Complete |
| Payment Verification | 6 | ✅ Complete |
| Issue Tracking | 10 | ✅ Complete |
| Budget Management | 4 | ✅ Complete |
| Financial Management | 4 | ✅ Complete |
| Security & Authorization | 4 | ✅ Complete |
| Email Notifications | 4 | ✅ Complete |
| User Interface | 4 | ✅ Complete |
| Data Import/Export | 3 | ✅ Complete |
| Custom Fields | 1 | ✅ Complete |

### Code Metrics

| Metric | Count |
|--------|-------|
| Controllers | 14 |
| Models | 20+ |
| Mailables | 19 |
| Migrations | 25+ |
| Seeders | 4 |
| Middleware | 2 |
| Views (Blade) | 50+ |
| Routes | 100+ |

---

**End of Feature Matrix**