Files
usher-manage-stack/CLAUDE.md
gbanyan a30af8eaf7 Add headless CMS for official site content management
Integrate article and page management into the Laravel admin dashboard
to serve as a headless CMS for the Next.js frontend (usher-site).

Backend:
- 7 migrations: article_categories, article_tags, articles, pivots, attachments, pages
- 5 models with relationships: Article, ArticleCategory, ArticleTag, ArticleAttachment, Page
- 4 admin controllers: articles (with publish/archive/pin), categories, tags, pages
- Admin views with EasyMDE markdown editor, multi-select categories/tags
- Navigation section "官網管理" in admin sidebar

API (v1):
- GET /api/v1/articles (filtered by type, category, tag, search; paginated)
- GET /api/v1/articles/{slug} (with related articles)
- GET /api/v1/categories
- GET /api/v1/pages/{slug} (with children)
- GET /api/v1/homepage (aggregated homepage data)
- Attachment download endpoint
- CORS configured for usher.org.tw, vercel.app, localhost:3000

Content migration:
- ImportHugoContent command: imports Hugo markdown files as articles/pages
- Successfully imported 27 articles, 17 categories, 11 tags, 9 pages

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-07 11:58:22 +08:00

156 lines
6.3 KiB
Markdown

# CLAUDE.md
This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
## Project Overview
Taiwan NPO (Non-Profit Organization) management platform built with Laravel 10 (PHP 8.1+). Features member lifecycle management, multi-tier financial approval workflows, issue tracking, and document management. UI is in Traditional Chinese. Currency is TWD (NT$).
## Commands
```bash
# Development
php artisan serve && npm run dev # Start both servers
# Testing
php artisan test # Run all tests
php artisan test --filter=ClassName # Run specific test class
php artisan test --filter=test_method_name # Run specific test method
php artisan dusk # Run browser tests
# Database
php artisan migrate:fresh --seed # Reset with all seeders
php artisan db:seed --class=TestDataSeeder # Seed test data only
php artisan db:seed --class=FinancialWorkflowTestDataSeeder # Finance test data
# Code Quality
./vendor/bin/pint # Fix code style (PSR-12)
./vendor/bin/phpstan analyse # Static analysis
```
## Tech Stack
- **Backend**: Laravel 10, PHP 8.1+, Spatie Laravel Permission
- **Frontend**: Blade templates, Tailwind CSS 3.1 (`darkMode: 'class'`), Alpine.js 3.4, Vite 5
- **PDF/Excel**: barryvdh/laravel-dompdf, maatwebsite/excel
- **QR Codes**: simplesoftwareio/simple-qrcode
- **DB**: SQLite (dev), MySQL (production)
## Architecture
### Route Structure
Routes split across `routes/web.php` and `routes/auth.php`. Admin routes use group pattern:
```php
Route::middleware(['auth', 'admin'])->prefix('admin')->name('admin.')->group(...)
```
- **Public**: `/register/member`, `/documents`
- **Member** (auth only): dashboard, payment submission
- **Admin** (auth + admin): `/admin/*` with `admin.{module}.{action}` named routes
The `admin` middleware (`EnsureUserIsAdmin`) allows access if user has `admin` role OR any permissions at all.
### Multi-Tier Approval Workflows
Tiered approval based on amount thresholds (configurable in `config/accounting.php`):
- **Small (<5,000)**: Secretary approval only
- **Medium (5,000-50,000)**: Secretary → Chair
- **Large (>50,000)**: Secretary → Chair → Board
Finance documents follow a 3-stage lifecycle with separate status fields:
1. **Approval Stage** (`status`): Multi-tier approval based on amount
2. **Disbursement Stage** (`disbursement_status`): Dual confirmation (requester + cashier)
3. **Recording Stage** (`recording_status`): Accountant records to ledger
```php
$doc->isApprovalComplete() // All required approvals obtained
$doc->isDisbursementComplete() // Both parties confirmed
$doc->isRecordingComplete() // Ledger entry created
$doc->isFullyProcessed() // All 3 stages complete
```
### Shared Traits
- **`HasApprovalWorkflow`**: Multi-tier approval with self-approval prevention (`isSelfApproval()`)
- **`HasAccountingEntries`**: Double-entry bookkeeping, auto-generation, balance validation
### Service Layer
Complex business logic in `app/Services/`:
- `MembershipFeeCalculator`: Fees with disability discount support
- `SettingsService`: System-wide settings with caching
- `FinanceDocumentApprovalService`: Multi-tier approval orchestration
- `PaymentVerificationService`: Payment workflow coordination
Global helper: `settings('key')` returns cached setting values (defined in `app/helpers.php`, autoloaded).
### RBAC Structure
Uses Spatie Laravel Permission. Core financial roles:
- `finance_requester`, `finance_cashier`, `finance_accountant`, `finance_chair`, `finance_board_member`
Permission checks: `$user->can('permission-name')` or `@can('permission-name')` in Blade.
### Data Security Patterns
- **National ID**: AES-256 encrypted (`national_id_encrypted`), SHA256 hashed for search (`national_id_hash`), virtual accessor `national_id` decrypts on read
- **File uploads**: Private disk storage, served via authenticated controller
- **Audit logging**: `AuditLogger::log($action, $auditable, $metadata)` — static class, call in controllers
### Member Lifecycle
States: `pending``active``expired` / `suspended`
Identity types: `patient`, `parent`, `social`, `other` (病友/家長分類). Members can have `guardian_member_id` for parent-child relationships.
```php
$member->hasPaidMembership() // Active with future expiry
$member->canSubmitPayment() // Pending with no pending payment
$member->getNextFeeType() // entrance_fee or annual_fee
```
### Conventions
- **Status values**: Defined as class constants (e.g., `FinanceDocument::STATUS_PENDING`), not enums or magic strings
- **Controller validation**: Uses Form Request classes (`StoreMemberRequest`, etc.)
- **DB transactions**: Used in controllers for multi-step operations
- **UI text**: Hardcoded Traditional Chinese strings (no `__()` translation layer)
- **Dark mode**: Supported throughout — use `dark:` Tailwind prefix for styles
### Custom Artisan Commands
- `assign:role` — Manual role assignment
- `import:members` / `import:accounting-data` / `import:documents` — Bulk imports
- `send:membership-expiry-reminders` — Automated email notifications
- `archive:expired-documents` — Document lifecycle cleanup
### Testing Patterns
Tests use `RefreshDatabase` trait. Setup commonly includes:
```php
protected function setUp(): void
{
parent::setUp();
$this->artisan('db:seed', ['--class' => 'RoleSeeder']);
}
```
Test accounts (password: `password`):
- `admin@test.com` - Full access
- `requester@test.com` - Submit documents
- `cashier@test.com` - Tier 1 approval
- `accountant@test.com` - Tier 2 approval
- `chair@test.com` - Tier 3 approval
## Key Files
- `routes/web.php` — All web routes (admin routes under `/admin` prefix)
- `config/accounting.php` — Account codes, amount tier thresholds, currency settings
- `app/Models/FinanceDocument.php` — Core financial workflow logic with 27+ status constants
- `app/Models/Member.php` — Member lifecycle with encrypted field handling
- `app/Traits/HasApprovalWorkflow.php` — Shared multi-tier approval behavior
- `app/Traits/HasAccountingEntries.php` — Double-entry bookkeeping behavior
- `app/helpers.php` — Global `settings()` helper (autoloaded via composer)
- `database/seeders/` — RoleSeeder, ChartOfAccountSeeder, TestDataSeeder
- `docs/SYSTEM_SPECIFICATION.md` — Complete system specification