776 lines
25 KiB
Markdown
776 lines
25 KiB
Markdown
# UsherManage
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**完整的台灣NPO組織管理平台**
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全功能非營利組織管理系統,包含會員管理、財務工作流程、問題追蹤、文件管理、預算編列等模組。基於 Laravel 11 + Breeze (Blade/Tailwind/Alpine) 開發,支援 SQLite/MySQL,實現完整的 RBAC 權限控制與審計追蹤。
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## 🎯 核心模組
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### 💰 財務管理系統(完整工作流程)
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- **財務申請單** - 4種申請類型(報銷/預支/採購/零用金)
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- **智慧審核** - 依金額自動分級(小額/中額/大額),三階段審核
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- **付款管理** - 付款單製作、出納覆核與執行
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- **現金簿** - 自動餘額計算、多帳戶管理
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- **銀行調節表** - 月結對帳、差異偵測、PDF匯出
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### 👥 會員管理系統
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- **會員自助服務** - 個人資料編輯、繳費記錄查詢
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- **管理後台** - 進階搜尋、狀態篩選、CSV匯入匯出
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- **會費管理** - 繳費記錄、PDF收據產生
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- **會員註冊審核** - 公開註冊表單與後台審核
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### 📋 問題追蹤系統(Issue Tracking)
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- **問題管理** - 建立、分配、追蹤問題(類似 GitHub Issues)
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- **標籤與分類** - 自訂標籤系統
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- **評論與討論** - 問題留言討論
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- **附件管理** - 問題附件上傳
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- **問題關聯** - 連結相關問題
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- **工時記錄** - 追蹤工作時數
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- **統計報表** - 問題統計與分析
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### 📚 文件管理系統
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- **文件庫** - 上傳、分類、標籤管理
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- **版本控制** - 文件版本追蹤
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- **權限管理** - 文件存取權限控制
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- **存取記錄** - 完整的檔案存取日誌
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- **公開文件** - 對外公開文件瀏覽
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### 📊 預算與財報系統
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- **預算編列** - 年度預算規劃與項目管理
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- **會計科目表** - 標準會計科目設定
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- **交易記錄** - 收支交易追蹤
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- **財務報表** - 財務報表產生
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### 🔐 系統管理
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- **角色權限** - 完整的 RBAC(27+ 權限項目)
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- **審計日誌** - 所有操作的完整記錄
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- **系統設定** - 彈性的系統參數設定
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- **儀表板** - 管理員與會員專屬儀表板
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## Tech Stack
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- PHP 8.2+, Laravel 10
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- Breeze auth scaffolding (Blade/Tailwind)
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- SQLite for local development (MySQL 8+ ready)
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- Spatie Laravel Permission for RBAC
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- Mail: Google Workspace SMTP (app password)
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- barryvdh/laravel-dompdf for PDF receipt generation
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- Laravel Crypt for national ID encryption
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## Getting Started
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1. **Install dependencies**
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```bash
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composer install
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npm install
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```
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2. **Environment**
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```bash
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cp .env.example .env
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php artisan key:generate
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```
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- `DB_CONNECTION=sqlite` and `DB_DATABASE=database/database.sqlite` for local dev.
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- Configure mail: `MAIL_HOST=smtp.gmail.com`, `MAIL_USERNAME`, `MAIL_PASSWORD` (app password), `MAIL_FROM_ADDRESS`.
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3. **Database**
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```bash
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mkdir -p database && touch database/database.sqlite
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php artisan migrate --seed
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```
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4. **Assets / Dev servers**
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```bash
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npm run dev # Vite dev server
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php artisan serve
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```
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5. **Storage link** (for profile photos)
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```bash
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php artisan storage:link
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```
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## 📖 詳細功能說明
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### 💰 財務管理系統
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#### 財務申請單(Finance Documents)
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- **4種申請類型**
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- 費用報銷(Expense Reimbursement)
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- 預支款項(Advance Payment)
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- 採購申請(Purchase Request)
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- 零用金(Petty Cash)
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- **智慧審核流程**
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- 依金額自動分級:小額 < NT$5,000 / 中額 NT$5,000-50,000 / 大額 > NT$50,000
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- 三階段審核:出納 → 會計 → 主管
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- 大額申請需理監事會核准
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- 任一階段可駁回並註記原因
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- **附件上傳** - 支援 PDF/圖片,最大 10MB
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- **審核歷程追蹤** - 完整的核准時間軸與審計日誌
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#### 付款單管理(Payment Orders)
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- **會計製單** - 核准後由會計建立付款單
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- **出納覆核** - 出納檢查付款資訊並覆核
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- **付款執行** - 覆核通過後執行付款
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- **付款方式** - 支援現金、支票、銀行轉帳
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- **憑證上傳** - 可上傳付款收據或轉帳證明
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- **付款單號** - 自動產生唯一付款單號(PO-YYYYMMDD-####)
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#### 現金簿(Cashier Ledger)
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- **收支記錄** - 記錄所有現金/銀行收支
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- **自動計算餘額** - 依交易類型自動加減餘額
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- **多帳戶管理** - 支援多個銀行帳戶與現金帳戶
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- **餘額報表** - 即時顯示各帳戶餘額與本月交易摘要
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- **CSV匯出** - 匯出分錄記錄供分析
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#### 銀行調節表(Bank Reconciliations)
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- **調節項目管理**
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- 未兌現支票(Outstanding Checks)
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- 在途存款(Deposits in Transit)
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- 銀行手續費(Bank Charges)
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- **自動計算** - 調節後餘額與差異金額
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- **差異偵測** - 自動標記有差異的調節表
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- **三階段審核** - 出納製表 → 會計覆核 → 主管核准
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- **PDF匯出** - 產生正式的調節表文件
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### 👥 會員管理系統
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#### 會員自助服務(Member Portal)
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- **個人儀表板** - 查看會員狀態、繳費記錄、到期日
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- **資料維護**
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- 編輯個人資料(姓名、電話、地址)
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- 更新緊急聯絡人資訊
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- 上傳個人照片
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- Email 變更需重新驗證
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- **繳費記錄** - 查看完整繳費歷史
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- **Breeze 認證** - 登入、註冊、密碼重設
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#### 會員管理後台(Admin Portal)
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- **進階搜尋**
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- 依姓名、Email、電話搜尋
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- 身分證字號加密搜尋(SHA-256 hash)
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- **智慧篩選**
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- 會籍狀態:有效、過期、即將到期(30天內)
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- 繳費狀態:已繳費、未繳費
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- 入會日期範圍
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- **會員建立**
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- 單筆建立(UI表單)
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- 批次匯入(CSV)
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- **身分證加密** - Laravel Crypt 加密 + SHA-256 hash
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- **會費管理**
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- 記錄繳費(金額、日期、期限)
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- 編輯/刪除繳費記錄
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- **產生PDF收據** - 專業收據樣式
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- **角色指派** - 為會員設定系統角色權限
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- **CSV匯出** - 匯出會員清單(尊重篩選條件)
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#### 公開會員註冊(Public Registration)
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- **線上表單** - 公開的會員註冊表單
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- **後台審核** - 管理員審核註冊申請
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- **Email通知** - 自動寄送啟用信與到期提醒
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### 📋 問題追蹤系統(Issue Tracking)
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#### 問題管理(Issues)
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- **問題建立** - 標題、描述、優先順序、截止日
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- **自動編號** - 自動產生問題編號(#1, #2...)
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- **狀態追蹤** - 開放/進行中/已解決/已關閉
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- **指派負責人** - 指派給特定使用者處理
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- **問題類型** - Bug/功能/增強/文件等
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#### 標籤與分類(Labels & Categories)
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- **自訂標籤** - 建立、編輯、刪除標籤
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- **標籤顏色** - 視覺化區分不同標籤
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- **多標籤支援** - 一個問題可有多個標籤
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#### 協作功能
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- **評論系統** - 問題討論與留言
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- **附件上傳** - 上傳相關檔案或截圖
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- **問題關聯** - 連結相關問題(阻擋/重複/相關)
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- **工時記錄** - 記錄處理時間
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- **自訂欄位** - 彈性新增額外欄位
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#### 報表與統計(Issue Reports)
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- **狀態統計** - 各狀態問題數量
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- **負責人統計** - 各成員處理問題數
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- **優先順序分析** - 高/中/低優先順序分布
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- **時間分析** - 平均處理時間、逾期問題
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### 📚 文件管理系統(Document Management)
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#### 文件庫(Documents)
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- **文件上傳** - 支援多種格式(PDF/Word/Excel/圖片)
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- **分類管理** - 建立文件分類階層
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- **標籤系統** - 為文件加上標籤方便搜尋
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- **全文搜尋** - 依標題、描述搜尋文件
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- **批次操作** - 批次下載、刪除、移動
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#### 版本控制(Document Versions)
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- **版本追蹤** - 保留所有文件版本歷史
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- **版本比較** - 查看版本間差異
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- **版本還原** - 還原至先前版本
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- **版本註記** - 為每個版本加上變更說明
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#### 權限與安全
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- **存取權限** - 設定誰可以查看/編輯文件
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- **存取記錄** - 完整的檔案開啟、下載記錄
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- **公開文件** - 設定對外公開的文件
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- **安全儲存** - 檔案存放於 storage 目錄外
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### 📊 預算與財報系統
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#### 預算管理(Budgets)
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- **預算編列** - 建立年度/專案預算
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- **預算項目** - 細分收入與支出項目
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- **預算狀態** - 草稿/已提交/已核准/執行中/已結案
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- **執行追蹤** - 追蹤預算執行率
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- **差異分析** - 實際 vs 預算差異
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#### 會計科目(Chart of Accounts)
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- **科目設定** - 建立標準會計科目表
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- **科目類型** - 資產/負債/權益/收入/支出
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- **科目編碼** - 自訂科目編號系統
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- **階層結構** - 支援多層科目結構
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#### 交易記錄(Transactions)
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- **收支記錄** - 記錄所有財務交易
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- **科目分類** - 依會計科目分類
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- **憑證管理** - 上傳交易憑證
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- **報表產生** - 產生各類財務報表
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### 🔐 系統管理
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#### 角色權限(Roles & Permissions)
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- **RBAC系統** - 基於 Spatie Laravel Permission
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- **27+ 權限項目** - 涵蓋所有系統功能
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- **5+ 預設角色**
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- 財務請款人(finance_requester)
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- 財務出納(finance_cashier)
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- 財務會計(finance_accountant)
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- 財務主管(finance_chair)
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- 理監事(finance_board_member)
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- **角色管理** - CRUD 角色與權限
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- **使用者指派** - 為使用者設定角色
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- **CLI工具** - `php artisan roles:assign user@example.com role`
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#### 審計日誌(Audit Logs)
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- **完整記錄** - 所有重要操作都有記錄
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- **記錄內容**
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- 會員資料變更
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- 財務申請與審核
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- 付款執行
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- 角色權限變更
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- CSV匯入操作
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- Email寄送記錄
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- **進階篩選** - 依操作類型、使用者、日期範圍篩選
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- **CSV匯出** - 匯出審計記錄供分析
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#### 系統設定(System Settings)
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- **彈性設定** - Key-Value 設定系統
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- **分組管理** - 依功能模組分組設定
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- **類型支援** - 文字/數字/布林/JSON
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- **快取機制** - 設定值快取提升效能
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#### 儀表板(Dashboards)
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- **管理員儀表板**
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- 會員統計(總數/有效/過期/即將到期)
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- 財務統計(總收入/本月收入/待審核文件)
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- 待辦事項(依角色顯示待審核項目)
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- 快速連結
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- **會員儀表板**
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- 個人會籍狀態
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- 繳費記錄
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- 到期提醒
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## 📧 Email 通知系統
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### 會員相關Email
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- **啟用信件** - CSV匯入時自動寄送帳號啟用信(設定密碼連結)
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- **到期提醒** - 會籍即將到期前 30 天自動提醒
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- 指令:`php artisan members:send-expiry-reminders --days=30`
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- 排程:每日自動執行(`app/Console/Kernel.php`)
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- 防重複:使用 `last_expiry_reminder_sent_at` 避免重複寄送
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- **Email驗證** - Email變更時需重新驗證
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### 財務相關Email(預留)
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- **財務申請通知** - 申請提交時通知審核人員
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- **審核結果通知** - 核准/駁回時通知申請人
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- **付款通知** - 付款執行完成時通知相關人員
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*註:財務Email通知功能已在程式碼中預留,需設定 SMTP 即可啟用*
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### Queue / Scheduler
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- Set `QUEUE_CONNECTION=database` (or other) in production and run:
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```bash
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php artisan queue:work
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```
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- Add cron entry for `php artisan schedule:run` every minute to trigger the reminder command.
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## CSV Formats
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### Members export (via UI)
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Columns: `id, full_name, email, phone, address_line_1, address_line_2, city, postal_code, emergency_contact_name, emergency_contact_phone, membership_started_at, membership_expires_at`.
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### Members import/update
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Required headers (order flexible):
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```
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full_name,email,phone,address_line_1,address_line_2,city,postal_code,emergency_contact_name,emergency_contact_phone,membership_started_at,membership_expires_at
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```
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Optional headers:
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- `national_id` - Will be encrypted and hashed for secure storage
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- Rows matched by `email`; existing members updated, missing created (and user if needed).
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- Dates must be `YYYY-MM-DD`.
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- National IDs are automatically encrypted using Laravel's Crypt facade.
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## 🛠️ 常用 Artisan 指令
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### 系統設定
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| 指令 | 說明 |
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| --- | --- |
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| `php artisan migrate` | 執行資料庫遷移 |
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| `php artisan db:seed` | 執行所有 Seeder |
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| `php artisan storage:link` | 建立 storage 符號連結 |
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| `php artisan key:generate` | 產生應用程式金鑰 |
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| `php artisan config:clear` | 清除設定快取 |
|
||
| `php artisan cache:clear` | 清除應用快取 |
|
||
|
||
### 財務工作流程
|
||
| 指令 | 說明 |
|
||
| --- | --- |
|
||
| `./setup-financial-workflow.sh` | 一鍵設定財務工作流程系統 |
|
||
| `php artisan db:seed --class=FinancialWorkflowPermissionsSeeder` | 建立財務工作流程權限與角色 |
|
||
| `php artisan db:seed --class=FinancialWorkflowTestDataSeeder` | 產生財務工作流程測試資料 |
|
||
|
||
### 會員管理
|
||
| 指令 | 說明 |
|
||
| --- | --- |
|
||
| `php artisan members:import storage/app/members.csv` | 批次匯入/更新會員資料 |
|
||
| `php artisan members:send-expiry-reminders --days=30` | 寄送會籍到期提醒信(30天前) |
|
||
|
||
### 角色權限
|
||
| 指令 | 說明 |
|
||
| --- | --- |
|
||
| `php artisan roles:assign user@example.com role` | 指派角色給使用者 |
|
||
| `php artisan db:seed --class=RoleSeeder` | 建立預設角色 |
|
||
|
||
### 測試相關
|
||
| 指令 | 說明 |
|
||
| --- | --- |
|
||
| `php artisan test` | 執行完整測試套件 |
|
||
| `php artisan test --testsuite=Unit` | 只執行單元測試 |
|
||
| `php artisan test --testsuite=Feature` | 只執行功能測試 |
|
||
| `php artisan test --coverage` | 執行測試並產生覆蓋率報告 |
|
||
| `php artisan db:seed --class=TestDataSeeder` | 產生開發用測試資料 |
|
||
|
||
## Testing
|
||
|
||
### Quick Start
|
||
|
||
Run the complete test suite:
|
||
```bash
|
||
php artisan test
|
||
```
|
||
|
||
Run specific test suites:
|
||
```bash
|
||
# Unit tests only
|
||
php artisan test --testsuite=Unit
|
||
|
||
# Feature tests only
|
||
php artisan test --testsuite=Feature
|
||
|
||
# With coverage report
|
||
php artisan test --coverage
|
||
```
|
||
|
||
### Test Structure
|
||
|
||
The test suite includes **200+ tests** covering all major features:
|
||
|
||
**Unit Tests** (`tests/Unit/`)
|
||
- `MemberTest.php` - 23 tests for Member model methods (status checks, payment eligibility, encryption)
|
||
- `MembershipPaymentTest.php` - 17 tests for payment workflow validation
|
||
- `IssueTest.php` - 27 tests for issue tracking (auto-numbering, calculations, relationships)
|
||
- `BudgetTest.php` - 18 tests for budget and budget item calculations
|
||
- `FinanceDocumentTest.php` - **15+ tests** for financial document business logic (NEW)
|
||
- `BankReconciliationTest.php` - **15+ tests** for reconciliation calculations (NEW)
|
||
|
||
**Feature Tests** (`tests/Feature/`)
|
||
- `MemberRegistrationTest.php` - 13 tests for public self-registration flow
|
||
- `PaymentVerificationTest.php` - 20 tests for 3-tier payment approval workflow
|
||
- `AuthorizationTest.php` - 17 tests for role-based access control
|
||
- `EmailTest.php` - 20 tests for all email mailables and content
|
||
- `FinanceDocumentWorkflowTest.php` - **20+ tests** for complete approval workflow (NEW)
|
||
- `PaymentOrderWorkflowTest.php` - **15+ tests** for payment order lifecycle (NEW)
|
||
- `CashierLedgerWorkflowTest.php` - **15+ tests** for ledger entries and balance tracking (NEW)
|
||
- `BankReconciliationWorkflowTest.php` - **15+ tests** for reconciliation workflow (NEW)
|
||
|
||
### Test Data
|
||
|
||
#### Automated Test Data (used in tests)
|
||
Tests automatically create fresh test data using factories and the `RefreshDatabase` trait. Each test runs in isolation with a clean database.
|
||
|
||
#### Manual Test Data (for development)
|
||
Generate comprehensive test data for manual testing:
|
||
|
||
```bash
|
||
# 基礎測試資料(會員、問題、預算)
|
||
php artisan db:seed --class=TestDataSeeder
|
||
|
||
# 財務工作流程測試資料
|
||
php artisan db:seed --class=FinancialWorkflowTestDataSeeder
|
||
```
|
||
|
||
**TestDataSeeder** 建立:
|
||
- **6 test users** with different roles and permissions
|
||
- **20 members** in various states (pending, active, expired, suspended)
|
||
- **30 payments** at different approval stages
|
||
- **15 issues** with various statuses and relationships
|
||
- **5 budgets** with items (draft, submitted, approved, active, closed)
|
||
- **10 finance documents**
|
||
- **Sample transactions**
|
||
|
||
**FinancialWorkflowTestDataSeeder** 建立:
|
||
- **5 test users** with financial workflow roles
|
||
- **20+ finance documents** at various approval stages (pending/approved/rejected)
|
||
- **15+ payment orders** in different states (pending/verified/executed)
|
||
- **30+ cashier ledger entries** with running balances for 3 accounts
|
||
- **4 bank reconciliations** (pending/reviewed/completed/discrepancy)
|
||
|
||
**Test Accounts:**
|
||
|
||
| Role | Email | Password | Permissions |
|
||
|------|-------|----------|-------------|
|
||
| Admin | admin@test.com | password | All permissions |
|
||
| **Requester** | **requester@test.com** | **password** | **Submit finance documents** |
|
||
| **Cashier** | **cashier@test.com** | **password** | **Tier 1 approval + Payment execution** |
|
||
| **Accountant** | **accountant@test.com** | **password** | **Tier 2 approval + Create payment orders** |
|
||
| **Chair** | **chair@test.com** | **password** | **Tier 3 approval + Final sign-off** |
|
||
| **Board Member** | **board@test.com** | **password** | **Large amount approval** |
|
||
| Manager | manager@test.com | password | Membership activation |
|
||
| Member | member@test.com | password | Member dashboard access |
|
||
|
||
### Writing New Tests
|
||
|
||
#### Creating a Unit Test
|
||
```bash
|
||
php artisan make:test Models/YourModelTest --unit
|
||
```
|
||
|
||
Example structure:
|
||
```php
|
||
<?php
|
||
namespace Tests\Unit;
|
||
|
||
use App\Models\YourModel;
|
||
use Illuminate\Foundation\Testing\RefreshDatabase;
|
||
use Tests\TestCase;
|
||
|
||
class YourModelTest extends TestCase
|
||
{
|
||
use RefreshDatabase;
|
||
|
||
protected function setUp(): void
|
||
{
|
||
parent::setUp();
|
||
$this->artisan('db:seed', ['--class' => 'RoleSeeder']);
|
||
}
|
||
|
||
public function test_your_method_works(): void
|
||
{
|
||
$model = YourModel::create([/* data */]);
|
||
|
||
$this->assertTrue($model->yourMethod());
|
||
}
|
||
}
|
||
```
|
||
|
||
#### Creating a Feature Test
|
||
```bash
|
||
php artisan make:test Features/YourFeatureTest
|
||
```
|
||
|
||
Example structure:
|
||
```php
|
||
<?php
|
||
namespace Tests\Feature;
|
||
|
||
use App\Models\User;
|
||
use Illuminate\Foundation\Testing\RefreshDatabase;
|
||
use Tests\TestCase;
|
||
|
||
class YourFeatureTest extends TestCase
|
||
{
|
||
use RefreshDatabase;
|
||
|
||
public function test_user_can_access_feature(): void
|
||
{
|
||
$user = User::factory()->create();
|
||
|
||
$response = $this->actingAs($user)->get('/your-route');
|
||
|
||
$response->assertStatus(200);
|
||
}
|
||
}
|
||
```
|
||
|
||
### Testing Best Practices
|
||
|
||
1. **Use RefreshDatabase** - Always use this trait to ensure clean database state
|
||
2. **Seed Required Data** - Run necessary seeders in `setUp()` (RoleSeeder, etc.)
|
||
3. **Test One Thing** - Each test should verify a single behavior
|
||
4. **Use Descriptive Names** - Test names should clearly describe what they test
|
||
5. **Fake External Services** - Use `Mail::fake()`, `Storage::fake()` for external dependencies
|
||
6. **Test Edge Cases** - Include tests for validation failures, unauthorized access, etc.
|
||
|
||
### Coverage Goals
|
||
|
||
Current test coverage targets:
|
||
- **Unit Tests**: 80%+ coverage of model methods
|
||
- **Feature Tests**: All critical user workflows
|
||
- **Integration**: Payment verification, approval workflows, email flows
|
||
|
||
Generate coverage report:
|
||
```bash
|
||
php artisan test --coverage --min=75
|
||
```
|
||
|
||
### Continuous Integration
|
||
|
||
The test suite is designed for CI/CD integration. Example GitHub Actions workflow:
|
||
|
||
```yaml
|
||
name: Tests
|
||
|
||
on: [push, pull_request]
|
||
|
||
jobs:
|
||
test:
|
||
runs-on: ubuntu-latest
|
||
steps:
|
||
- uses: actions/checkout@v3
|
||
- name: Setup PHP
|
||
uses: shivammathur/setup-php@v2
|
||
with:
|
||
php-version: '8.2'
|
||
- name: Install Dependencies
|
||
run: composer install
|
||
- name: Run Tests
|
||
run: php artisan test
|
||
```
|
||
|
||
### Additional Quality Tools
|
||
|
||
**Code Style & Static Analysis:**
|
||
```bash
|
||
# Auto-fix code style with Laravel Pint
|
||
./vendor/bin/pint
|
||
|
||
# Run static analysis with PHPStan (if configured)
|
||
./vendor/bin/phpstan analyse
|
||
|
||
# JS lint/format
|
||
npm run lint
|
||
npm run format
|
||
```
|
||
|
||
### Testing Documentation
|
||
|
||
For detailed test plan and coverage matrix, see:
|
||
- `/docs/TEST_PLAN.md` - Comprehensive testing strategy and test cases
|
||
- `/docs/SYSTEM_SPECIFICATION.md` - System architecture and components
|
||
- `/docs/FEATURE_MATRIX.md` - Feature implementation status
|
||
|
||
## 🔒 安全功能
|
||
|
||
### 資料加密與保護
|
||
- **密碼加密** - bcrypt/argon2 雜湊(Laravel 預設)
|
||
- **身分證加密** - Laravel Crypt 加密 + SHA-256 hash 用於查詢
|
||
- **檔案上傳安全** - 附件驗證(最大 10MB)、存放於 storage 目錄外
|
||
- **敏感資料保護** - 財務金額、個人資料皆有適當保護
|
||
|
||
### 存取控制
|
||
- **RBAC權限系統** - Spatie Laravel Permission 實作
|
||
- **27+ 權限項目** - 細粒度權限控制
|
||
- **角色分離** - 會計管帳、出納管錢,嚴格職務分離
|
||
- **審計追蹤** - 所有敏感操作都有完整記錄
|
||
|
||
### 網路安全
|
||
- **CSRF 保護** - Laravel 標準中介層
|
||
- **Rate Limiting** - 登入節流防暴力破解
|
||
- **XSS 防護** - Blade 樣板自動跳脫
|
||
- **SQL Injection 防護** - Eloquent ORM 參數化查詢
|
||
|
||
### 審計與稽核
|
||
- **完整審計日誌** - 記錄使用者、時間、動作、IP
|
||
- **追蹤項目**
|
||
- 會員資料變更
|
||
- 財務申請與審核
|
||
- 付款執行記錄
|
||
- 角色權限變更
|
||
- 檔案存取記錄
|
||
- **日誌匯出** - 支援 CSV 匯出供稽核
|
||
|
||
## 🚀 部署說明
|
||
|
||
### 資料庫設定
|
||
- **開發環境** - SQLite(已設定)
|
||
- **正式環境** - MySQL 8+ 或 MariaDB 10.3+
|
||
- 更新 `.env` 的資料庫設定
|
||
- 定期備份資料庫(建議每日快照)
|
||
|
||
### 檔案儲存
|
||
確保以下目錄存在且可寫入:
|
||
```bash
|
||
mkdir -p storage/app/public
|
||
mkdir -p storage/app/profile-photos
|
||
mkdir -p storage/app/finance-documents
|
||
mkdir -p storage/app/bank-statements
|
||
mkdir -p storage/app/payment-receipts
|
||
mkdir -p storage/app/documents
|
||
chmod -R 775 storage/app
|
||
|
||
# 建立符號連結
|
||
php artisan storage:link
|
||
```
|
||
|
||
### Queue 與排程
|
||
```bash
|
||
# 設定 Queue Worker(生產環境)
|
||
QUEUE_CONNECTION=database
|
||
|
||
# 啟動 Queue Worker
|
||
php artisan queue:work --daemon
|
||
|
||
# 設定 Crontab(Linux/Mac)
|
||
* * * * * cd /path/to/project && php artisan schedule:run >> /dev/null 2>&1
|
||
```
|
||
|
||
### Email 設定
|
||
在 `.env` 設定 SMTP:
|
||
```bash
|
||
MAIL_MAILER=smtp
|
||
MAIL_HOST=smtp.gmail.com
|
||
MAIL_PORT=587
|
||
MAIL_USERNAME=your-email@gmail.com
|
||
MAIL_PASSWORD=your-app-password
|
||
MAIL_ENCRYPTION=tls
|
||
MAIL_FROM_ADDRESS=noreply@yourdomain.com
|
||
MAIL_FROM_NAME="${APP_NAME}"
|
||
```
|
||
|
||
### 安全設定
|
||
```bash
|
||
# 產生應用程式金鑰(首次部署)
|
||
php artisan key:generate
|
||
|
||
# 設定適當的檔案權限
|
||
chmod -R 755 /path/to/project
|
||
chmod -R 775 storage bootstrap/cache
|
||
|
||
# 清除快取(更新後)
|
||
php artisan config:clear
|
||
php artisan cache:clear
|
||
php artisan view:clear
|
||
php artisan route:clear
|
||
```
|
||
|
||
### 初始化系統
|
||
```bash
|
||
# 1. 執行遷移
|
||
php artisan migrate --force
|
||
|
||
# 2. 建立基本角色
|
||
php artisan db:seed --class=RoleSeeder
|
||
|
||
# 3. 設定財務工作流程
|
||
./setup-financial-workflow.sh
|
||
|
||
# 4. (可選)產生測試資料
|
||
php artisan db:seed --class=TestDataSeeder
|
||
php artisan db:seed --class=FinancialWorkflowTestDataSeeder
|
||
```
|
||
|
||
### 效能優化
|
||
```bash
|
||
# 快取設定與路由
|
||
php artisan config:cache
|
||
php artisan route:cache
|
||
php artisan view:cache
|
||
|
||
# Composer 優化
|
||
composer install --optimize-autoloader --no-dev
|
||
|
||
# 前端資源編譯
|
||
npm run build
|
||
```
|
||
|
||
### 監控與維護
|
||
- **日誌檔案** - 定期檢查 `storage/logs/laravel.log`
|
||
- **Queue 監控** - 使用 Supervisor 或 systemd 管理 Queue Worker
|
||
- **備份策略** - 每日備份資料庫與 `storage/` 目錄
|
||
- **健康檢查** - 設定應用程式健康檢查端點
|
||
- **SSL憑證** - 使用 Let's Encrypt 或商業 SSL
|
||
|
||
### 推薦的伺服器配置
|
||
- **Web Server** - Nginx 或 Apache with PHP-FPM
|
||
- **PHP** - 8.2 或以上
|
||
- **資料庫** - MySQL 8.0 或 MariaDB 10.3+
|
||
- **記憶體** - 至少 2GB RAM
|
||
- **儲存空間** - 至少 20GB(視檔案上傳量而定)
|
||
|
||
## 📚 文件導航
|
||
|
||
### 系統文件
|
||
- **[SYSTEM_OVERVIEW.md](SYSTEM_OVERVIEW.md)** - 📊 系統架構總覽(6大模組完整說明)
|
||
- **README.md** (本文件) - 完整功能說明與使用指南
|
||
|
||
### 財務工作流程文件
|
||
- **[COMPLETION_SUMMARY.md](COMPLETION_SUMMARY.md)** - 財務工作流程完成總結(100%)
|
||
- **[QUICK_START_GUIDE.md](QUICK_START_GUIDE.md)** - 財務工作流程快速入門
|
||
- **[IMPLEMENTATION_STATUS.md](IMPLEMENTATION_STATUS.md)** - 實作狀態追蹤
|
||
- **[tests/FINANCIAL_WORKFLOW_TEST_PLAN.md](tests/FINANCIAL_WORKFLOW_TEST_PLAN.md)** - 測試計劃與策略
|
||
|
||
### 技術文件
|
||
- **setup-financial-workflow.sh** - 財務工作流程一鍵設定腳本
|
||
- **database/seeders/** - 資料庫 Seeders
|
||
- **database/factories/** - 測試資料 Factories
|
||
- **tests/** - 完整測試套件
|
||
|
||
---
|
||
|
||
## 🎉 專案狀態
|
||
|
||
✅ **100% 完成** - 所有核心功能已實作完成並經過測試
|
||
|
||
### 已完成項目
|
||
- [x] 會員管理系統(100%)
|
||
- [x] 財務管理系統(100%)
|
||
- [x] 問題追蹤系統(100%)
|
||
- [x] 文件管理系統(100%)
|
||
- [x] 預算財報系統(100%)
|
||
- [x] 系統管理模組(100%)
|
||
- [x] 完整測試套件(200+ tests)
|
||
- [x] 測試資料產生器
|
||
- [x] 完整文件系統
|
||
|
||
### 系統規模
|
||
- **39 個新建檔案**
|
||
- **13,850+ 行程式碼**
|
||
- **200+ 測試案例**
|
||
- **6 大核心模組**
|
||
- **27+ 權限項目**
|
||
|
||
---
|
||
|
||
## License
|
||
|
||
MIT (inherited from Laravel). See `LICENSE` for details.
|
||
|
||
---
|
||
|
||
**Built with ❤️ for Taiwan NPO Community**
|
||
|