# Loyal Aid System - Project Summary

## Overview

This Laravel project converts the JotForm-based Loyal Aid registration system into a comprehensive web application for managing the Beautez Pharmacy loyalty program. The system handles member registrations, subscription management, loyalty points, bank payment processing, and integration with Loyverse POS.

## What Has Been Completed

### ✅ Database Structure
- All migrations created and configured
- Models with relationships and helper methods
- Seeders for initial data (roles, permissions, subscription plans)

### ✅ Core Models
- User (with role-based access)
- Role & Permission (RBAC system)
- Member (with points management methods)
- Dependent
- SubscriptionPlan
- PointsTransaction
- BankPayment
- LoyverseSync

### ✅ Controllers Created
- MemberRegistrationController
- Admin/MemberController
- Admin/UserController
- Admin/RoleController
- Admin/PointsController
- Admin/BankPaymentController (with CSV import logic)
- MemberDashboardController
- LoyverseController

### ✅ Authentication
- Laravel Breeze installed and configured
- Role-based access control structure

### ✅ Documentation
- README.md with setup instructions
- IMPLEMENTATION_GUIDE.md with detailed implementation steps
- This summary document

## What Needs to Be Implemented

### 1. Views (Blade Templates)
All views need to be created:
- `resources/views/member/register.blade.php` - Registration form
- `resources/views/member/dashboard.blade.php` - Member dashboard
- `resources/views/admin/dashboard.blade.php` - Admin dashboard
- `resources/views/admin/members/*.blade.php` - Member management views
- `resources/views/admin/bank-payments/*.blade.php` - Payment import/management
- `resources/views/admin/points/*.blade.php` - Points management
- `resources/views/admin/users/*.blade.php` - User management
- `resources/views/admin/roles/*.blade.php` - Role management

### 2. Controller Logic
Complete implementation needed for:
- MemberRegistrationController (store method)
- Admin controllers (CRUD operations)
- PointsController (add/deduct points)
- LoyverseController (API integration)

### 3. Routes
Add all routes to `routes/web.php`:
- Public routes (registration)
- Member routes (dashboard, profile)
- Admin routes (all management features)

### 4. Middleware
- Permission checking middleware
- Role-based access middleware

### 5. Services
- LoyverseService for API integration
- PaymentProcessingService
- PointsCalculationService

### 6. Validation
- Form request classes for validation
- Custom validation rules

### 7. Additional Features
- Email notifications
- PDF reports
- Excel exports
- Search and filtering
- Audit logging
- Backup functionality

## Key Features to Implement

### Member Registration
- Multi-step form matching JotForm structure
- Validation for all fields
- Dependent management (up to 4)
- Reference number generation
- Email confirmation

### CSV Import
- File upload handling
- Excel/CSV parsing (install maatwebsite/excel)
- Member matching logic
- Batch processing
- Error handling and reporting

### Points Management
- Add points manually
- Deduct points
- Transaction history
- Points calculation based on plans
- Integration with Loyverse

### Admin Panel
- Dashboard with statistics
- Member management (CRUD)
- User management with roles
- Role and permission management
- Payment processing interface
- Points management interface

### Loyverse Integration
- Customer creation/update
- Points synchronization
- Transaction sync
- Webhook handling (if needed)

## Installation & Setup

1. **Install dependencies:**
   ```bash
   composer install
   npm install
   ```

2. **Configure environment:**
   ```bash
   cp .env.example .env
   php artisan key:generate
   ```

3. **Set up database:**
   - Update `.env` with database credentials
   - Run migrations: `php artisan migrate`
   - Seed data: `php artisan db:seed`

4. **Build assets:**
   ```bash
   npm run build
   ```

5. **Start server:**
   ```bash
   php artisan serve
   ```

## Default Credentials

After seeding:
- **Email:** admin@loyalaid.com
- **Password:** password

⚠️ **Change immediately in production!**

## Database Schema Overview

### Core Tables
- `users` - System users
- `roles` - User roles
- `permissions` - System permissions
- `role_permission` - Role-permission mapping
- `members` - Loyal Aid members
- `dependents` - Member dependents
- `subscription_plans` - Available plans
- `points_transactions` - Points history
- `bank_payments` - Imported payments
- `loyverse_syncs` - Sync records

## Subscription Plans

7 plans are seeded:
- M100: M100/month → 10 points/month
- M200: M200/month → 25 points/month
- M300: M300/month → 40 points/month
- M400: M400/month → 60 points/month
- M500: M500/month → 80 points/month
- M600: M600/month → 100 points/month
- M700+: M700+/month → 125 points/month

## CSV Import Format

Expected columns:
- Bank Name
- Payment Date (day of month)
- Member Names
- Standards Bank Account Details
- Branch Code Standard Bank
- Your Monthly Contribution
- Reference Number (Loyalaid/XXXX)
- Status

## Next Steps

1. **Immediate:**
   - Create basic views for registration and admin dashboard
   - Implement member registration logic
   - Set up routes

2. **Short-term:**
   - Complete admin CRUD operations
   - Implement CSV import UI
   - Add points management interface

3. **Medium-term:**
   - Loyverse API integration
   - Email notifications
   - Reporting features

4. **Long-term:**
   - Advanced analytics
   - Mobile app API
   - Automated payment processing
   - Advanced reporting

## Recommended Packages

Install these for enhanced functionality:

```bash
# Excel/CSV handling
composer require maatwebsite/excel

# PDF generation
composer require barryvdh/laravel-dompdf

# Image handling (if needed)
composer require intervention/image

# API documentation
composer require darkaonline/l5-swagger
```

## File Structure

```
loyal-aid-system/
├── app/
│   ├── Http/Controllers/
│   │   ├── Admin/ (Admin controllers)
│   │   ├── MemberRegistrationController.php
│   │   ├── MemberDashboardController.php
│   │   └── LoyverseController.php
│   ├── Models/ (All models created)
│   └── Services/ (Create for business logic)
├── database/
│   ├── migrations/ (All migrations created)
│   └── seeders/ (Seeders created)
├── resources/
│   └── views/ (Need to create all views)
└── routes/
    └── web.php (Need to add routes)
```

## Support & Documentation

- Laravel Docs: https://laravel.com/docs
- Loyverse API: https://developer.loyverse.com/docs/
- Implementation Guide: See IMPLEMENTATION_GUIDE.md

## Notes

- The CSV import controller has basic logic but needs Excel parsing (install maatwebsite/excel)
- Loyverse integration structure is ready but needs API implementation
- All models have relationships and helper methods
- Role-based access control is set up but needs middleware implementation
- Points management methods are in the Member model

## Testing

Create tests for:
- Member registration
- Points transactions
- CSV import
- Payment processing
- Role/permission checks

Run tests with: `php artisan test`

---

**Project Status:** Foundation Complete - Implementation In Progress

**Last Updated:** 2026-02-06

