9.6 KiB
9.6 KiB
Admin Features Guide
Complete guide for managers to edit, delete, and manage their chit groups.
🎯 Overview
As a manager, you have complete control over:
- Monthly draws (edit/delete)
- Chit groups (edit/delete before starting)
- Members (edit details, remove from group)
- Payments and reports
📋 Table of Contents
🎲 Manage Monthly Draws
Edit Draw (Fix Mistakes)
When to use: Wrong winner selected or incorrect prize amount
How to:
- Go to Draws tab
- Find the incorrect draw
- Click ✏️ (Edit icon)
- Select correct winner and/or update prize amount
- Add notes explaining the correction
- Click "Update Draw"
API: PUT /api/monthly-draws/{drawId}
What you can edit:
- Winner (select from member list)
- Prize amount
- Notes
What you CANNOT edit:
- Month/year (delete and recreate instead)
- Draw date
Delete Draw (Remove Mistakes)
When to use: Draw was added for wrong month or by mistake
How to:
- Go to Draws tab
- Find the incorrect draw
- Click 🗑️ (Delete icon)
- Confirm deletion (shows draw details)
- Draw is permanently removed
API: DELETE /api/monthly-draws/{drawId}
Warning: Deletion is permanent! Consider editing instead if possible.
🏢 Manage Chit Groups
Edit Group Details
When: Only for groups in "Forming" status (not started yet)
How to:
- Open group details page
- Click top menu (⋮)
- Select "Edit Group Details"
- Update any field (name, amounts, dates, etc.)
- Click "Update Group"
API: PUT /api/chit-groups/{groupId}
What you can edit:
- Group name
- Total value
- Monthly installment
- Duration (months)
- Max members
- Commission amount
- Draw date (1-31)
Restriction: Only works for groups in "forming" status. Once started, cannot edit!
Delete Group
When: Only for groups in "Forming" status with 0 active members
How to:
- Remove all members first (status → 'removed')
- Click top menu (⋮)
- Select "Delete Group"
- Confirm deletion
API: DELETE /api/chit-groups/{groupId}
Requirements:
- ✅ Status must be "forming"
- ✅ Must have 0 active members (removed members are OK)
Note: Removed members don't block deletion!
👥 Manage Members
Member Numbers
Every member gets a readable number:
- Member #1, #2, #3...
- Auto-assigned when they join
- Unique within each group
- Easy to reference verbally
Display:
- Purple circle badge with #X
- "Member #X" chip on card
- Large display in edit dialog
Usage:
- "Call Member Number 5"
- "Member #3 hasn't paid"
- Print on receipts
Edit Member Details
When: Anytime! Works for all group statuses
How to:
- Go to Members tab
- Click menu (⋮) on member card
- Select "Edit Member"
- Update any field
- Click "Update Member"
API: PUT /api/auth/member/{memberId}
What you can edit:
- Full name
- Mobile number (must be unique, 10 digits)
- Email address
- Physical address
- Emergency contact
What you CANNOT edit:
- Member number (auto-assigned)
- UUID (permanent identifier)
Features:
- View member number (highlighted in purple)
- View/copy UUID for technical support
- All fields optional (update only what you need)
Remove Member from Group
Important: This removes them from THIS group only, NOT from the system!
How to:
- Go to Members tab
- Click menu (⋮) on member card
- Select "Remove"
- Confirm removal
API: DELETE /api/members/{groupId}/members/{userId}
What happens:
- ✅ Member removed from THIS group
- ✅ Their account remains active
- ✅ They can still login
- ✅ They remain in other groups
- ✅ Can be re-added to this group
- ✅ All data preserved
Restriction: Only works for groups in "forming" status
🔄 Common Workflows
Fix Wrong Draw Winner
1. Draws tab → Find draw → Click ✏️
2. Select correct winner
3. Add note: "Corrected winner selection"
4. Update → ✅ Fixed!
Update Member Phone Number
1. Members tab → Member menu (⋮) → Edit Member
2. Update mobile number
3. Update → ✅ They'll now get SMS/WhatsApp!
Delete Empty Test Group
1. Remove all members (if any)
2. Top menu (⋮) → Delete Group
3. Confirm → ✅ Group deleted!
Fix Group Name Before Starting
1. Top menu (⋮) → Edit Group Details
2. Update name
3. Update → ✅ Name fixed!
4. Start group when ready
🔒 Permissions & Restrictions
What Managers CAN Do:
- ✅ Edit/delete their own group draws
- ✅ Edit group details (if forming)
- ✅ Delete groups (if forming & 0 active members)
- ✅ Edit any member's details
- ✅ Remove members from groups
What Managers CANNOT Do:
- ❌ Edit other manager's groups
- ❌ Edit groups after they start
- ❌ Delete groups with active members
- ❌ Delete member accounts (only remove from group)
- ❌ Change member numbers or UUIDs
🎨 Visual Reference
Member Card
┌────────────────────────────────────┐
│ [#5] K Sundeep Reddy [Member #5]│
│ 9876543228 │
│ [Active] ₹1,02,500 paid │
│ [⋮] │
└────────────────────────────────────┘
Draw Card
┌────────────────────────────────────┐
│ [🎲] March 2025 Draw │
│ Winner: K Sundeep Reddy │
│ [Completed] ₹1,95,000 │
│ │
│ 15/3/2025 │
│ [✏️] [🗑️] │
└────────────────────────────────────┘
Top Menu (Forming Group)
[⋮] Menu
├─ ✏️ Edit Group Details
├─ 🗑️ Delete Group
├─ 👥 Select Members
├─ ➕ Add New User
├─ 🕐 Add Past Draw Result
└─ 💰 Add Past Payments
📊 Status-Based Features
"Forming" Status 🟡
You CAN:
- ✅ Edit group details
- ✅ Delete group (if 0 active members)
- ✅ Add/remove members
- ✅ Edit member details
- ✅ Add past draws/payments
You CANNOT:
- ❌ Conduct live draws (not started)
"Active" Status 🟢
You CAN:
- ✅ Conduct monthly draws
- ✅ Edit/delete draws
- ✅ Edit member details
- ✅ Record payments
- ✅ View reports
You CANNOT:
- ❌ Edit group details (locked)
- ❌ Delete group
- ❌ Remove members
⚠️ Important Notes
Deletions Are Permanent
- No undo button
- Always double-check before deleting
- Consider editing instead when possible
"Remove Member" ≠ "Delete User"
- Removing member only removes them from THAT group
- Their account stays active
- They can still be in other groups
- Can be re-added later
Group Edits Before Start Only
- Once you start a group, details are locked
- Check everything carefully before starting
- Members and draws can still be edited after start
🔍 Member ID System
Two Types of IDs
1. Member Number (Human-friendly)
- Format: #1, #2, #3, #4...
- Display: Large purple badge
- Usage: Verbal communication, receipts, WhatsApp
- Example: "Member #5"
2. UUID (Technical)
- Format: c5530367-7110-4914-bfa6-f03818dedeb2
- Display: Hidden by default (show in edit dialog)
- Usage: Database operations, API calls
- Example: For technical support only
Best Practice:
- Show users the member number (#5)
- Keep UUID for backend operations
📱 API Quick Reference
Monthly Draws
POST /api/monthly-draws Create draw
GET /api/monthly-draws/group/{id} List draws
PUT /api/monthly-draws/{id} Edit draw ⭐
DELETE /api/monthly-draws/{id} Delete draw ⭐
Chit Groups
POST /api/chit-groups Create group
GET /api/chit-groups/manager List my groups
PUT /api/chit-groups/{id} Edit group ⭐
DELETE /api/chit-groups/{id} Delete group ⭐
POST /api/chit-groups/{id}/start Start group
Members
POST /api/auth/create-member Create member
GET /api/members/{gId}/members List members
PUT /api/auth/member/{id} Edit member ⭐
DELETE /api/members/{gId}/members/{uId} Remove from group ⭐
⭐ = New admin features
🧪 Testing Checklist
- Create test group
- Add members (see member numbers #1, #2, #3)
- Add past draw
- Edit draw (change winner)
- Delete draw
- Edit member (update phone)
- Edit group name
- Remove all members
- Delete group
- Verify large fonts work for elderly users
🆘 Support
Common Issues
- Can't delete group: Check if all members are removed (not just inactive)
- 404 on member delete: Using member.userId (not member.id)?
- Can't edit group: Is status "forming"?
- Module not found: Run
npm installin backend
See TROUBLESHOOTING.md for more help.
🎉 Latest Updates (November 2025)
- ✅ Added member numbers (#1, #2, #3...)
- ✅ Complete admin edit/delete features
- ✅ Accessibility improvements for elderly users
- ✅ Fixed duplicate winner prevention
- ✅ Removed all hardcoded data
- ✅ Enhanced UI/UX
Version: 2.0
Status: Production Ready ✅