docs: add feature roadmap

2025-11-10 15:49:55 +01:00 · 2025-11-10 15:49:55 +01:00 · 06a4293a2c
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+# Feature Roadmap & Implementation Plan
+
+**Project:** Mila - Membership Management System  
+**Last Updated:** 2025-11-10  
+**Status:** Planning Phase
+
+---
+
+## Table of Contents
+
+1. [Phase 1: Feature Area Breakdown](#phase-1-feature-area-breakdown)
+2. [Phase 2: API Endpoint Definition](#phase-2-api-endpoint-definition)
+3. [Phase 3: Implementation Task Creation](#phase-3-implementation-task-creation)
+4. [Phase 4: Task Organization and Prioritization](#phase-4-task-organization-and-prioritization)
+
+---
+
+## Phase 1: Feature Area Breakdown
+
+### Overview
+
+Based on analysis of:
+- Existing codebase (Ash resources, LiveViews, controllers)
+- Open issues: https://git.local-it.org/local-it/mitgliederverwaltung/issues
+- Current milestones and sprint planning
+- Architecture documentation
+
+### Feature Areas
+
+#### 1. **Authentication & Authorization** 🔐
+
+**Current State:**
+- ✅ OIDC authentication (Rauthy)
+- ✅ Password-based authentication
+- ✅ User sessions and tokens
+- ✅ Basic authentication flows
+
+**Open Issues:**
+- [#171](https://git.local-it.org/local-it/mitgliederverwaltung/issues/171) - Ensure correct handling of Password login vs OIDC login (M)
+- [#146](https://git.local-it.org/local-it/mitgliederverwaltung/issues/146) - Translate "or" in the login screen (Low)
+- [#144](https://git.local-it.org/local-it/mitgliederverwaltung/issues/144) - Add language switch dropdown to login screen (Low)
+
+**Missing Features:**
+- ❌ Role-based access control (RBAC)
+- ❌ Permission system
+- ❌ Password reset flow
+- ❌ Email verification
+- ❌ Two-factor authentication (future)
+
+**Related Issues:**
+- [#191](https://git.local-it.org/local-it/mitgliederverwaltung/issues/191) - Implement Roles in Ash (M)
+- [#190](https://git.local-it.org/local-it/mitgliederverwaltung/issues/190) - Implement Permissions in Ash (M)
+- [#151](https://git.local-it.org/local-it/mitgliederverwaltung/issues/151) - Define implementation plan for roles and permissions (M) [3/7 tasks done]
+
+---
+
+#### 2. **Member Management** 👥
+
+**Current State:**
+- ✅ Member CRUD operations
+- ✅ Member profile with personal data
+- ✅ Address management
+- ✅ Membership status tracking
+- ✅ Full-text search (PostgreSQL tsvector)
+- ✅ Sorting by basic fields
+- ✅ User-Member linking (optional 1:1)
+- ✅ Email synchronization between User and Member
+
+**Open Issues:**
+- [#169](https://git.local-it.org/local-it/mitgliederverwaltung/issues/169) - Allow combined creation of Users/Members (M, Low priority)
+- [#168](https://git.local-it.org/local-it/mitgliederverwaltung/issues/168) - Allow user-member association in edit/create views (M, High priority)
+- [#165](https://git.local-it.org/local-it/mitgliederverwaltung/issues/165) - Pagination for list of members (S, Low priority)
+- [#162](https://git.local-it.org/local-it/mitgliederverwaltung/issues/162) - Implement fuzzy and substring search (M, Medium priority)
+- [#160](https://git.local-it.org/local-it/mitgliederverwaltung/issues/160) - Implement clear icon in searchbar (S, Low priority)
+- [#154](https://git.local-it.org/local-it/mitgliederverwaltung/issues/154) - Concept advanced search (Low priority, needs refinement)
+
+**Missing Features:**
+- ❌ Fuzzy search
+- ❌ Advanced filters (date ranges, multiple criteria)
+- ❌ Pagination (currently all members loaded)
+- ❌ Bulk operations (bulk delete, bulk update)
+- ❌ Member import/export (CSV, Excel)
+- ❌ Member profile photos/avatars
+- ❌ Member history/audit log
+- ❌ Duplicate detection
+
+---
+
+#### 3. **Custom Fields (Property System)** 🔧
+
+**Current State:**
+- ✅ Property types (string, integer, boolean, date, email)
+- ✅ Property type management
+- ✅ Dynamic property assignment to members
+- ✅ Union type storage (JSONB)
+
+**Open Issues:**
+- [#194](https://git.local-it.org/local-it/mitgliederverwaltung/issues/194) - Custom Fields: Harden implementation (S) [0/3 tasks]
+- [#157](https://git.local-it.org/local-it/mitgliederverwaltung/issues/157) - Concept how custom fields are handled (M, High priority) [0/4 tasks]
+- [#161](https://git.local-it.org/local-it/mitgliederverwaltung/issues/161) - Don't show birthday field for default configurations (S, Low priority)
+- [#153](https://git.local-it.org/local-it/mitgliederverwaltung/issues/153) - Sorting functionalities for custom fields (M, Low priority)
+
+**Missing Features:**
+- ❌ Default field visibility configuration
+- ❌ Field groups/categories
+- ❌ Conditional fields (show field X if field Y = value)
+- ❌ Field validation rules (min/max, regex patterns)
+- ❌ Required custom fields
+- ❌ Multi-select fields
+- ❌ File upload fields
+- ❌ Sorting by custom fields
+- ❌ Searching by custom fields
+
+---
+
+#### 4. **User Management** 👤
+
+**Current State:**
+- ✅ User CRUD operations
+- ✅ User list view
+- ✅ User profile view
+- ✅ Admin password setting
+- ✅ User-Member relationship
+
+**Missing Features:**
+- ❌ User roles assignment UI
+- ❌ User permissions management
+- ❌ User activity log
+- ❌ User invitation system
+- ❌ User onboarding flow
+- ❌ Self-service profile editing
+- ❌ Password change flow
+
+---
+
+#### 5. **Navigation & UX** 🧭
+
+**Current State:**
+- ✅ Basic navigation structure
+- ✅ Navbar with profile button
+- ✅ Member list as landing page
+- ✅ Breadcrumbs (basic)
+
+**Open Issues:**
+- [#188](https://git.local-it.org/local-it/mitgliederverwaltung/issues/188) - Check if searching just on typing is accessible (S, Low priority)
+- [#174](https://git.local-it.org/local-it/mitgliederverwaltung/issues/174) - Accessibility - aria-sort in tables (S, Low priority)
+
+**Missing Features:**
+- ❌ Dashboard/Home page
+- ❌ Quick actions menu
+- ❌ Recent activity widget
+- ❌ Keyboard shortcuts
+- ❌ Mobile navigation
+- ❌ Context-sensitive help
+- ❌ Onboarding tooltips
+
+---
+
+#### 6. **Internationalization (i18n)** 🌍
+
+**Current State:**
+- ✅ Gettext integration
+- ✅ German translations
+- ✅ English translations
+- ✅ Translation files for auth, errors, default
+
+**Open Issues:**
+- [#146](https://git.local-it.org/local-it/mitgliederverwaltung/issues/146) - Translate "or" in the login screen (Low)
+- [#144](https://git.local-it.org/local-it/mitgliederverwaltung/issues/144) - Add language switch dropdown to login screen (Low)
+
+**Missing Features:**
+- ❌ Language switcher UI
+- ❌ User-specific language preferences
+- ❌ Date/time localization
+- ❌ Number formatting (currency, decimals)
+- ❌ Complete translation coverage
+- ❌ RTL support (future)
+
+---
+
+#### 7. **Payment & Fees Management** 💰
+
+**Current State:**
+- ✅ Basic "paid" boolean field on members
+- ⚠️ No payment tracking
+
+**Open Issues:**
+- [#156](https://git.local-it.org/local-it/mitgliederverwaltung/issues/156) - Set up & document testing environment for vereinfacht.digital (L, Low priority)
+
+**Missing Features:**
+- ❌ Membership fee configuration
+- ❌ Payment records/transactions
+- ❌ Payment history per member
+- ❌ Payment reminders
+- ❌ Payment status tracking (pending, paid, overdue)
+- ❌ Invoice generation
+- ❌ vereinfacht.digital API integration
+- ❌ SEPA direct debit support
+- ❌ Payment reports
+
+**Related Milestones:**
+- Import transactions via vereinfacht API
+
+---
+
+#### 8. **Admin Panel & Configuration** ⚙️
+
+**Current State:**
+- ✅ AshAdmin integration (basic)
+- ⚠️ No user-facing admin UI
+
+**Open Issues:**
+- [#186](https://git.local-it.org/local-it/mitgliederverwaltung/issues/186) - Create Architecture docs in Repo (S, Low priority)
+
+**Missing Features:**
+- ❌ Global settings management
+- ❌ Club/Organization profile
+- ❌ Email templates configuration
+- ❌ Property type management UI (user-facing)
+- ❌ Role and permission management UI
+- ❌ System health dashboard
+- ❌ Audit log viewer
+- ❌ Backup/restore functionality
+
+**Related Milestones:**
+- As Admin I can configure settings globally
+
+---
+
+#### 9. **Communication & Notifications** 📧
+
+**Current State:**
+- ✅ Swoosh mailer integration
+- ✅ Email confirmation (via AshAuthentication)
+- ✅ Password reset emails (via AshAuthentication)
+- ⚠️ No member communication features
+
+**Missing Features:**
+- ❌ Email broadcast to members
+- ❌ Email templates (customizable)
+- ❌ Email to member groups/filters
+
+---
+
+#### 10. **Reporting & Analytics** 📊
+
+**Current State:**
+- ❌ No reporting features
+
+**Missing Features:**
+- ❌ Member statistics dashboard
+- ❌ Membership growth charts
+- ❌ Payment reports
+- ❌ Custom report builder
+- ❌ Export to PDF/CSV/Excel
+- ❌ Scheduled reports
+- ❌ Data visualization
+
+---
+
+#### 11. **Data Import/Export** 📥📤
+
+**Current State:**
+- ✅ Seed data script
+- ⚠️ No user-facing import/export
+
+**Missing Features:**
+- ❌ CSV import for members
+- ❌ Excel import for members
+- ❌ Import validation and preview
+- ❌ Import error handling
+- ❌ Bulk data export
+- ❌ Backup export
+- ❌ Data migration tools
+
+---
+
+#### 12. **Testing & Quality Assurance** 🧪
+
+**Current State:**
+- ✅ ExUnit test suite
+- ✅ Unit tests for resources
+- ✅ Integration tests for email sync
+- ✅ LiveView tests
+- ✅ Component tests
+- ✅ CI/CD pipeline (Drone)
+
+**Missing Features:**
+- ❌ E2E tests (browser automation)
+- ❌ Performance testing
+- ❌ Load testing
+- ❌ Security penetration testing
+- ❌ Accessibility testing automation
+- ❌ Visual regression testing
+- ❌ Test coverage reporting
+
+---
+
+#### 13. **Infrastructure & DevOps** 🚀
+
+**Current State:**
+- ✅ Docker Compose for development
+- ✅ Production Dockerfile
+- ✅ Drone CI/CD pipeline
+- ✅ Renovate for dependency updates
+- ⚠️ No staging environment
+
+**Open Issues:**
+- [#186](https://git.local-it.org/local-it/mitgliederverwaltung/issues/186) - Create Architecture docs in Repo (S, Low priority)
+
+**Missing Features:**
+- ❌ Staging environment
+- ❌ Automated deployment
+- ❌ Database backup automation
+- ❌ Monitoring and alerting
+- ❌ Error tracking (Sentry, etc.)
+- ❌ Log aggregation
+- ❌ Health checks and uptime monitoring
+
+**Related Milestones:**
+- We have a staging environment
+- We implement security measures
+
+---
+
+#### 14. **Security & Compliance** 🔒
+
+**Current State:**
+- ✅ OIDC authentication
+- ✅ Password hashing (bcrypt)
+- ✅ CSRF protection
+- ✅ SQL injection prevention (Ecto)
+- ✅ Sobelow security scans
+- ✅ Dependency auditing
+
+**Missing Features:**
+- ❌ Role-based access control (see #1)
+- ❌ Audit logging
+- ❌ GDPR compliance features (data export, deletion)
+- ❌ Session management (timeout, concurrent sessions)
+- ❌ Rate limiting
+- ❌ IP whitelisting/blacklisting
+- ❌ Security headers configuration
+- ❌ Data retention policies
+
+**Related Milestones:**
+- We implement security measures
+
+---
+
+#### 15. **Accessibility & Usability** ♿
+
+**Current State:**
+- ✅ Semantic HTML
+- ✅ Basic ARIA labels
+- ⚠️ Needs comprehensive audit
+
+**Open Issues:**
+- [#188](https://git.local-it.org/local-it/mitgliederverwaltung/issues/188) - Check if searching just on typing is accessible (S, Low priority)
+- [#174](https://git.local-it.org/local-it/mitgliederverwaltung/issues/174) - Accessibility - aria-sort in tables (S, Low priority)
+
+**Missing Features:**
+- ❌ Comprehensive accessibility audit (WCAG 2.1 Level AA)
+- ❌ Keyboard navigation improvements
+- ❌ Screen reader optimization
+- ❌ High contrast mode
+- ❌ Font size adjustments
+- ❌ Focus management
+- ❌ Skip links
+- ❌ Error announcements
+
+---
+
+### Feature Area Summary
+
+| Feature Area | Current Status | Priority | Complexity |
+|--------------|----------------|----------|------------|
+| **Authentication & Authorization** | 40% complete | **High** | Medium |
+| **Member Management** | 70% complete | **High** | Low-Medium |
+| **Custom Fields** | 50% complete | **High** | Medium |
+| **User Management** | 60% complete | Medium | Low |
+| **Navigation & UX** | 50% complete | Medium | Low |
+| **Internationalization** | 70% complete | Low | Low |
+| **Payment & Fees** | 5% complete | **High** | High |
+| **Admin Panel** | 20% complete | Medium | Medium |
+| **Communication** | 30% complete | Medium | Medium |
+| **Reporting** | 0% complete | Medium | Medium-High |
+| **Import/Export** | 10% complete | Low | Medium |
+| **Testing & QA** | 60% complete | Medium | Low-Medium |
+| **Infrastructure** | 70% complete | Medium | Medium |
+| **Security** | 50% complete | **High** | Medium-High |
+| **Accessibility** | 40% complete | Medium | Medium |
+
+---
+
+### Open Milestones (From Issues)
+
+1. ✅ **Ich kann einen neuen Kontakt anlegen** (Closed)
+2. 🔄 **I can search through the list of members - fulltext** (Open) - Related: #162, #154
+3. 🔄 **I can sort the list of members for specific fields** (Open) - Related: #153
+4. 🔄 **We have a intuitive navigation structure** (Open)
+5. 🔄 **We have different roles and permissions** (Open) - Related: #191, #190, #151
+6. 🔄 **As Admin I can configure settings globally** (Open)
+7. 🔄 **Accounts & Logins** (Open) - Related: #171, #169, #168
+8. 🔄 **I can add custom fields** (Open) - Related: #194, #157, #161
+9. 🔄 **Import transactions via vereinfacht API** (Open) - Related: #156
+10. 🔄 **We have a staging environment** (Open)
+11. 🔄 **We implement security measures** (Open)
+
+---
+
+---
+
+## Phase 2: API Endpoint Definition
+
+### Endpoint Types
+
+Since this is a **Phoenix LiveView** application with **Ash Framework**, we have three types of endpoints:
+
+1. **LiveView Endpoints** - Mount points and event handlers
+2. **HTTP Controller Endpoints** - Traditional REST-style endpoints
+3. **Ash Resource Actions** - Backend data layer API
+
+### Authentication Requirements Legend
+
+- 🔓 **Public** - No authentication required
+- 🔐 **Authenticated** - Requires valid user session
+- 👤 **User Role** - Requires specific user role
+- 🛡️ **Admin Only** - Requires admin privileges
+
+---
+
+### 1. Authentication & Authorization Endpoints
+
+#### HTTP Controller Endpoints
+
+| Method | Route | Purpose | Auth | Request | Response |
+|--------|-------|---------|------|---------|----------|
+| `GET` | `/auth/user/password/sign_in` | Show password login form | 🔓 | - | HTML form |
+| `POST` | `/auth/user/password/sign_in` | Submit password login | 🔓 | `{email, password}` | Redirect + session cookie |
+| `GET` | `/auth/user/rauthy` | Initiate OIDC flow | 🔓 | - | Redirect to Rauthy |
+| `GET` | `/auth/user/rauthy/callback` | Handle OIDC callback | 🔓 | `{code, state}` | Redirect + session cookie |
+| `POST` | `/auth/user/sign_out` | Sign out user | 🔐 | - | Redirect to login |
+| `GET` | `/auth/user/password/reset` | Show password reset form | 🔓 | - | HTML form |
+| `POST` | `/auth/user/password/reset` | Request password reset | 🔓 | `{email}` | Success message + email sent |
+| `GET` | `/auth/user/password/reset/:token` | Show reset password form | 🔓 | - | HTML form |
+| `POST` | `/auth/user/password/reset/:token` | Submit new password | 🔓 | `{password, password_confirmation}` | Redirect to login |
+
+#### Ash Resource Actions
+
+| Resource | Action | Purpose | Auth | Input | Output |
+|----------|--------|---------|------|-------|--------|
+| `User` | `:sign_in_with_password` | Password authentication | 🔓 | `{email, password}` | `{:ok, user}` or `{:error, reason}` |
+| `User` | `:sign_in_with_rauthy` | OIDC authentication | 🔓 | `{oidc_id, email, user_info}` | `{:ok, user}` or `{:error, reason}` |
+| `User` | `:register_with_password` | Create user with password | 🔓 | `{email, password}` | `{:ok, user}` |
+| `User` | `:register_with_rauthy` | Create user via OIDC | 🔓 | `{oidc_id, email}` | `{:ok, user}` |
+| `User` | `:request_password_reset` | Generate reset token | 🔓 | `{email}` | `{:ok, token}` |
+| `User` | `:reset_password` | Reset password with token | 🔓 | `{token, password}` | `{:ok, user}` |
+| `Token` | `:revoke` | Revoke authentication token | 🔐 | `{jti}` | `{:ok, token}` |
+
+#### **NEW: Role & Permission Actions** (Issue #191, #190, #151)
+
+| Resource | Action | Purpose | Auth | Input | Output |
+|----------|--------|---------|------|-------|--------|
+| `Role` | `:create` | Create new role | 🛡️ | `{name, description, permissions}` | `{:ok, role}` |
+| `Role` | `:list` | List all roles | 🔐 | - | `[%Role{}]` |
+| `Role` | `:update` | Update role | 🛡️ | `{id, name, permissions}` | `{:ok, role}` |
+| `Role` | `:delete` | Delete role | 🛡️ | `{id}` | `{:ok, role}` |
+| `User` | `:assign_role` | Assign role to user | 🛡️ | `{user_id, role_id}` | `{:ok, user}` |
+| `User` | `:remove_role` | Remove role from user | 🛡️ | `{user_id, role_id}` | `{:ok, user}` |
+| `Permission` | `:list` | List all permissions | 🔐 | - | `[%Permission{}]` |
+| `Permission` | `:check` | Check user permission | 🔐 | `{user_id, resource, action}` | `{:ok, boolean}` |
+
+---
+
+### 2. Member Management Endpoints
+
+#### LiveView Endpoints
+
+| Mount | Purpose | Auth | Query Params | Events |
+|-------|---------|------|--------------|--------|
+| `/members` | Member list with search/sort | 🔐 | `?search=&sort_by=&sort_dir=` | `search`, `sort`, `delete`, `select` |
+| `/members/new` | Create new member form | 🔐 | - | `save`, `cancel`, `add_property` |
+| `/members/:id` | Member detail view | 🔐 | - | `edit`, `delete`, `link_user` |
+| `/members/:id/edit` | Edit member form | 🔐 | - | `save`, `cancel`, `add_property`, `remove_property` |
+
+#### LiveView Event Handlers
+
+| Event | Purpose | Params | Response |
+|-------|---------|--------|----------|
+| `search` | Trigger search | `%{"search" => query}` | Update member list |
+| `sort` | Sort member list | `%{"field" => field}` | Update sorted list |
+| `delete` | Delete member | `%{"id" => id}` | Redirect to list |
+| `save` | Create/update member | `%{"member" => attrs}` | Redirect or show errors |
+| `link_user` | Link user to member | `%{"user_id" => id}` | Update member view |
+| `unlink_user` | Unlink user from member | - | Update member view |
+| `add_property` | Add custom property | `%{"property_type_id" => id, "value" => val}` | Update form |
+| `remove_property` | Remove custom property | `%{"property_id" => id}` | Update form |
+
+#### Ash Resource Actions
+
+| Resource | Action | Purpose | Auth | Input | Output |
+|----------|--------|---------|------|-------|--------|
+| `Member` | `:create_member` | Create member | 🔐 | `{first_name, last_name, email, ...}` | `{:ok, member}` |
+| `Member` | `:read` | List/search members | 🔐 | `{search, sort_by, limit, offset}` | `[%Member{}]` |
+| `Member` | `:update_member` | Update member | 🔐 | `{id, attrs}` | `{:ok, member}` |
+| `Member` | `:destroy` | Delete member | 🔐 | `{id}` | `{:ok, member}` |
+| `Member` | `:search_fulltext` | Full-text search | 🔐 | `{query}` | `[%Member{}]` |
+| `Member` | `:link_to_user` | Link member to user | 🔐 | `{member_id, user_id}` | `{:ok, member}` |
+| `Member` | `:unlink_from_user` | Unlink from user | 🔐 | `{member_id}` | `{:ok, member}` |
+
+#### **NEW: Enhanced Search & Filter Actions** (Issue #162, #154, #165)
+
+| Resource | Action | Purpose | Auth | Input | Output |
+|----------|--------|---------|------|-------|--------|
+| `Member` | `:fuzzy_search` | Fuzzy text search | 🔐 | `{query, threshold}` | `[%Member{}]` |
+| `Member` | `:advanced_search` | Multi-criteria search | 🔐 | `{filters: [{field, op, value}]}` | `[%Member{}]` |
+| `Member` | `:paginate` | Paginated member list | 🔐 | `{page, per_page, filters}` | `{members, total, page_info}` |
+| `Member` | `:sort_by_custom_field` | Sort by property | 🔐 | `{property_type_id, direction}` | `[%Member{}]` |
+| `Member` | `:bulk_delete` | Delete multiple members | 🛡️ | `{ids: [id1, id2, ...]}` | `{:ok, count}` |
+| `Member` | `:bulk_update` | Update multiple members | 🛡️ | `{ids, attrs}` | `{:ok, count}` |
+| `Member` | `:export` | Export to CSV/Excel | 🔐 | `{format, filters}` | File download |
+| `Member` | `:import` | Import from CSV | 🛡️ | `{file, mapping}` | `{:ok, imported_count, errors}` |
+
+---
+
+### 3. Custom Fields (Property System) Endpoints
+
+#### LiveView Endpoints
+
+| Mount | Purpose | Auth | Events |
+|-------|---------|------|--------|
+| `/property-types` | List property types | 🛡️ | `new`, `edit`, `delete` |
+| `/property-types/new` | Create property type | 🛡️ | `save`, `cancel` |
+| `/property-types/:id/edit` | Edit property type | 🛡️ | `save`, `cancel`, `delete` |
+
+#### Ash Resource Actions
+
+| Resource | Action | Purpose | Auth | Input | Output |
+|----------|--------|---------|------|-------|--------|
+| `PropertyType` | `:create` | Create property type | 🛡️ | `{name, value_type, description, ...}` | `{:ok, property_type}` |
+| `PropertyType` | `:read` | List property types | 🔐 | - | `[%PropertyType{}]` |
+| `PropertyType` | `:update` | Update property type | 🛡️ | `{id, attrs}` | `{:ok, property_type}` |
+| `PropertyType` | `:destroy` | Delete property type | 🛡️ | `{id}` | `{:ok, property_type}` |
+| `Property` | `:create` | Add property to member | 🔐 | `{member_id, property_type_id, value}` | `{:ok, property}` |
+| `Property` | `:update` | Update property value | 🔐 | `{id, value}` | `{:ok, property}` |
+| `Property` | `:destroy` | Remove property | 🔐 | `{id}` | `{:ok, property}` |
+
+#### **NEW: Enhanced Custom Fields** (Issue #194, #157, #161, #153)
+
+| Resource | Action | Purpose | Auth | Input | Output |
+|----------|--------|---------|------|-------|--------|
+| `PropertyType` | `:set_default_visibility` | Show/hide by default | 🛡️ | `{id, visible}` | `{:ok, property_type}` |
+| `PropertyType` | `:set_required` | Mark as required | 🛡️ | `{id, required}` | `{:ok, property_type}` |
+| `PropertyType` | `:add_validation` | Add validation rule | 🛡️ | `{id, rule_type, params}` | `{:ok, property_type}` |
+| `PropertyType` | `:create_group` | Create field group | 🛡️ | `{name, property_type_ids}` | `{:ok, group}` |
+| `Property` | `:validate_value` | Validate property value | 🔐 | `{property_type_id, value}` | `{:ok, valid}` or `{:error, reason}` |
+
+---
+
+### 4. User Management Endpoints
+
+#### LiveView Endpoints
+
+| Mount | Purpose | Auth | Events |
+|-------|---------|------|--------|
+| `/users` | User list | 🛡️ | `new`, `edit`, `delete`, `assign_role` |
+| `/users/new` | Create user form | 🛡️ | `save`, `cancel` |
+| `/users/:id` | User detail view | 🔐 | `edit`, `delete`, `change_password` |
+| `/users/:id/edit` | Edit user form | 🔐 | `save`, `cancel`, `link_member` |
+| `/profile` | Current user profile | 🔐 | `edit`, `change_password` |
+
+#### Ash Resource Actions
+
+| Resource | Action | Purpose | Auth | Input | Output |
+|----------|--------|---------|------|-------|--------|
+| `User` | `:create_user` | Create user (admin) | 🛡️ | `{email, member_id?}` | `{:ok, user}` |
+| `User` | `:read` | List users | 🛡️ | - | `[%User{}]` |
+| `User` | `:update_user` | Update user | 🔐 | `{id, email, member_id?}` | `{:ok, user}` |
+| `User` | `:destroy` | Delete user | 🛡️ | `{id}` | `{:ok, user}` |
+| `User` | `:admin_set_password` | Set password (admin) | 🛡️ | `{id, password}` | `{:ok, user}` |
+| `User` | `:change_password` | Change own password | 🔐 | `{current_password, new_password}` | `{:ok, user}` |
+
+#### **NEW: Combined User/Member Management** (Issue #169, #168)
+
+| Resource | Action | Purpose | Auth | Input | Output |
+|----------|--------|---------|------|-------|--------|
+| `User` | `:create_with_member` | Create user + member together | 🛡️ | `{user: {...}, member: {...}}` | `{:ok, %{user, member}}` |
+| `User` | `:invite_user` | Send invitation email | 🛡️ | `{email, role_id, member_id?}` | `{:ok, invitation}` |
+| `User` | `:accept_invitation` | Accept invitation | 🔓 | `{token, password}` | `{:ok, user}` |
+
+---
+
+### 5. Navigation & UX Endpoints
+
+#### LiveView Endpoints
+
+| Mount | Purpose | Auth | Events |
+|-------|---------|------|--------|
+| `/` | Dashboard/Home | 🔐 | - |
+| `/dashboard` | Dashboard view | 🔐 | Contextual based on role |
+
+#### HTTP Controller Endpoints
+
+| Method | Route | Purpose | Auth | Request | Response |
+|--------|-------|---------|------|---------|----------|
+| `GET` | `/health` | Health check | 🔓 | - | `{"status": "ok"}` |
+| `GET` | `/` | Root redirect | - | - | Redirect to dashboard or login |
+
+---
+
+### 6. Internationalization Endpoints
+
+#### HTTP Controller Endpoints
+
+| Method | Route | Purpose | Auth | Request | Response |
+|--------|-------|---------|------|---------|----------|
+| `POST` | `/locale` | Set user locale | 🔐 | `{locale: "de"}` | Redirect with cookie |
+| `GET` | `/locales` | List available locales | 🔓 | - | `["de", "en"]` |
+
+---
+
+### 7. Payment & Fees Management Endpoints
+
+#### LiveView Endpoints (NEW - Issue #156)
+
+| Mount | Purpose | Auth | Events |
+|-------|---------|------|--------|
+| `/payments` | Payment list | 🔐 | `new`, `record_payment`, `send_reminder` |
+| `/payments/:id` | Payment detail | 🔐 | `edit`, `delete`, `mark_paid` |
+| `/fees` | Fee configuration | 🛡️ | `create`, `edit`, `delete` |
+| `/invoices` | Invoice list | 🔐 | `generate`, `download`, `send` |
+
+#### Ash Resource Actions (NEW)
+
+| Resource | Action | Purpose | Auth | Input | Output |
+|----------|--------|---------|------|-------|--------|
+| `Fee` | `:create` | Create fee type | 🛡️ | `{name, amount, frequency}` | `{:ok, fee}` |
+| `Fee` | `:read` | List fees | 🔐 | - | `[%Fee{}]` |
+| `Payment` | `:create` | Record payment | 🔐 | `{member_id, fee_id, amount, date}` | `{:ok, payment}` |
+| `Payment` | `:list_by_member` | Member payment history | 🔐 | `{member_id}` | `[%Payment{}]` |
+| `Payment` | `:mark_paid` | Mark as paid | 🔐 | `{id}` | `{:ok, payment}` |
+| `Invoice` | `:generate` | Generate invoice | 🔐 | `{member_id, fee_id, period}` | `{:ok, invoice}` |
+| `Invoice` | `:send` | Send invoice via email | 🔐 | `{id}` | `{:ok, sent}` |
+| `Payment` | `:import_vereinfacht` | Import from vereinfacht.digital | 🛡️ | `{transactions}` | `{:ok, count}` |
+
+---
+
+### 8. Admin Panel & Configuration Endpoints
+
+#### LiveView Endpoints (NEW)
+
+| Mount | Purpose | Auth | Events |
+|-------|---------|------|--------|
+| `/admin` | Admin dashboard | 🛡️ | - |
+| `/admin/settings` | Global settings | 🛡️ | `save` |
+| `/admin/organization` | Organization profile | 🛡️ | `save` |
+| `/admin/email-templates` | Email template editor | 🛡️ | `create`, `edit`, `preview` |
+| `/admin/audit-log` | System audit log | 🛡️ | `filter`, `export` |
+
+#### Ash Resource Actions (NEW)
+
+| Resource | Action | Purpose | Auth | Input | Output |
+|----------|--------|---------|------|-------|--------|
+| `Setting` | `:get` | Get setting value | 🔐 | `{key}` | `value` |
+| `Setting` | `:set` | Set setting value | 🛡️ | `{key, value}` | `{:ok, setting}` |
+| `Setting` | `:list` | List all settings | 🛡️ | - | `[%Setting{}]` |
+| `Organization` | `:read` | Get organization info | 🔐 | - | `%Organization{}` |
+| `Organization` | `:update` | Update organization | 🛡️ | `{name, logo, ...}` | `{:ok, org}` |
+| `AuditLog` | `:list` | List audit entries | 🛡️ | `{filters, pagination}` | `[%AuditLog{}]` |
+
+---
+
+### 9. Communication & Notifications Endpoints
+
+#### LiveView Endpoints (NEW)
+
+| Mount | Purpose | Auth | Events |
+|-------|---------|------|--------|
+| `/communications` | Communication history | 🔐 | `new`, `view` |
+| `/communications/new` | Create email broadcast | 🔐 | `select_recipients`, `preview`, `send` |
+| `/notifications` | User notifications | 🔐 | `mark_read`, `mark_all_read` |
+
+#### Ash Resource Actions (NEW)
+
+| Resource | Action | Purpose | Auth | Input | Output |
+|----------|--------|---------|------|-------|--------|
+| `EmailBroadcast` | `:create` | Create broadcast | 🔐 | `{subject, body, recipient_filter}` | `{:ok, broadcast}` |
+| `EmailBroadcast` | `:send` | Send broadcast | 🔐 | `{id}` | `{:ok, sent_count}` |
+| `EmailTemplate` | `:create` | Create template | 🛡️ | `{name, subject, body}` | `{:ok, template}` |
+| `EmailTemplate` | `:render` | Render template | 🔐 | `{id, variables}` | `rendered_html` |
+| `Notification` | `:create` | Create notification | System | `{user_id, type, message}` | `{:ok, notification}` |
+| `Notification` | `:list_for_user` | Get user notifications | 🔐 | `{user_id}` | `[%Notification{}]` |
+| `Notification` | `:mark_read` | Mark as read | 🔐 | `{id}` | `{:ok, notification}` |
+
+---
+
+### 10. Reporting & Analytics Endpoints
+
+#### LiveView Endpoints (NEW)
+
+| Mount | Purpose | Auth | Events |
+|-------|---------|------|--------|
+| `/reports` | Reports dashboard | 🔐 | `generate`, `schedule` |
+| `/reports/members` | Member statistics | 🔐 | `filter`, `export` |
+| `/reports/payments` | Payment reports | 🔐 | `filter`, `export` |
+| `/reports/custom` | Custom report builder | 🛡️ | `build`, `save`, `run` |
+
+#### Ash Resource Actions (NEW)
+
+| Resource | Action | Purpose | Auth | Input | Output |
+|----------|--------|---------|------|-------|--------|
+| `Report` | `:generate_member_stats` | Member statistics | 🔐 | `{date_range, filters}` | Statistics object |
+| `Report` | `:generate_payment_stats` | Payment statistics | 🔐 | `{date_range}` | Statistics object |
+| `Report` | `:export_to_csv` | Export report to CSV | 🔐 | `{report_type, filters}` | CSV file |
+| `Report` | `:export_to_pdf` | Export report to PDF | 🔐 | `{report_type, filters}` | PDF file |
+| `Report` | `:schedule` | Schedule recurring report | 🛡️ | `{report_type, frequency, recipients}` | `{:ok, schedule}` |
+
+---
+
+### 11. Data Import/Export Endpoints
+
+#### LiveView Endpoints (NEW)
+
+| Mount | Purpose | Auth | Events |
+|-------|---------|------|--------|
+| `/import` | Data import wizard | 🛡️ | `upload`, `map_fields`, `preview`, `import` |
+| `/export` | Data export tool | 🔐 | `select_data`, `configure`, `export` |
+
+#### Ash Resource Actions (NEW)
+
+| Resource | Action | Purpose | Auth | Input | Output |
+|----------|--------|---------|------|-------|--------|
+| `Member` | `:import_csv` | Import members from CSV | 🛡️ | `{file, field_mapping}` | `{:ok, imported, errors}` |
+| `Member` | `:validate_import` | Validate import data | 🛡️ | `{file, field_mapping}` | `{:ok, validation_results}` |
+| `Member` | `:export_csv` | Export members to CSV | 🔐 | `{filters}` | CSV file |
+| `Member` | `:export_excel` | Export members to Excel | 🔐 | `{filters}` | Excel file |
+| `Database` | `:export_backup` | Full database backup | 🛡️ | - | Backup file |
+| `Database` | `:import_backup` | Restore from backup | 🛡️ | `{file}` | `{:ok, restored}` |
+
+---
+
+## Next Steps
+
+- [x] **Phase 1:** Feature area breakdown ✅
+- [x] **Phase 2:** API endpoint definition ✅
+- [ ] **Phase 3:** Create implementation tasks for each endpoint
+- [ ] **Phase 4:** Organize and prioritize tasks with dependencies
+
+---
+
+**References:**
+- Open Issues: https://git.local-it.org/local-it/mitgliederverwaltung/issues
+- Project Board: Sprint 8 (23.10 - 13.11)
+- Architecture: See [`CODE_GUIDELINES.md`](../CODE_GUIDELINES.md)
+- Database Schema: See [`database-schema-readme.md`](database-schema-readme.md)
+