churchcrm - SKILL.md Agent Skill

name: churchcrm description: ChurchCRM project-specific development skills covering architecture, API, database, frontend, security, plugins, testing, and workflows. Use when working on any ChurchCRM feature, bug fix, or migration. metadata: author: ChurchCRM version: "1.0.0"

ChurchCRM Development Skills

Project-specific skills for AI agents and developers working on ChurchCRM. Each skill covers a focused workflow area with ChurchCRM-specific patterns, conventions, and examples.

Architecture & API

Reading order for API development:

Routing & Architecture — Understand file organization and entry points
Slim 4 Best Practices — Framework patterns (middleware, error handling)
API Development — Create or modify REST endpoints
Service Layer — Extract business logic into services
API Compatibility & Deprecation — Maintain backward compatibility

Additional skills:

Skill	When to Use
Slim MVC Skill	MVC route groups, security patterns, migration guidance (optional)
Configuration Management	Settings, SystemConfig, admin panels

Database

Skill	When to Use
Database Operations	ORM queries, Perpl ORM patterns, data persistence
DB Schema Migration	Schema changes, migration scripts

Frontend & UI

Any time you add or edit a table with row actions — read table-action-menu.md first. Any time you add settings/config to a page — read frontend-development.md (System Settings Panel section) for the gold-standard pattern from Finance Dashboard.

Skill	When to Use
Table Action Menu	Required for every table with row-level actions — dropdown pattern, overflow fix, cart buttons, checklist
Frontend Development	Settings Panel (gold-standard pattern), UI changes, Bootstrap 5, i18n, notifications, confirmations, modals, asset management
Timezone Handling	Required for any datetime-aware change — wall-clock-in-sTimeZone storage, FullCalendar marker quirks, Propel space format Chrome misparse, kiosk timing, cross-tz banner. Read before touching event-form.js, event-calendars.js, calendar-event-editor.js, kiosk-jsom.ts, KioskDevice::heartbeat(), or events.php API
Responsive Design Guidelines	Canonical mobile / tablet / laptop form factors, breakpoints, grid patterns, touch targets — read before any page layout or responsive bug fix
Tabler Components	Page layout, cards, tables, forms, nav, badges, modals, toasts, icons
Bootstrap 5 Migration	Complete BS4→BS5 migration reference: data attributes, class renames, JS API, components
Webpack & TypeScript	Frontend bundling, vanilla JS/TS modules, asset management
i18n & Localization	Adding UI text, translations
AI Locale Translation	Translating missing terms via Claude AI before a release
Locale Stack Ranking	NEW — Prioritize translation effort by impact (TIER-1: 53% world pop, TIER-2: 80%, etc.)
Currency Localization	NEW — Displaying money with configurable symbol / position / separators (PHP, JS, DataTables, Chart.js, CSS, PDFs). Required for any finance-adjacent change. Epic: #8459

Tabler Migration (Vision 2026)

Skill	When to Use
Tabler Components	Page layout, cards, tables, forms, nav, badges, modals, toasts, icons — the new UI reference
Library Replacement Guide	Which 3rd-party libs to swap (Select2→Tom Select, etc.), npm/webpack/Grunt changes
Migration Playbook	Per-page migration steps, full codebase audit inventory, phased execution plan
Bootstrap 5 Migration	Data attribute renames, CSS class mapping, JS API changes (shared with Frontend section)
Error Reporting & Issue Filing	Shared Tabler-styled error pages (4xx/5xx), consistent UX, wiring to Issue Reporter modal, and E2E testing patterns

Agent-only skill file: .claudecode/migration-rules.md — strict rules for the Tabler shell, personas, iconography, and legacy bridge.

Epic Issue: #8301 — UI Migration: AdminLTE to Tabler 2026

Security

Skill	When to Use
Authorization & Security	Permission checks, authentication
Security Best Practices	Security features, sensitive operations, output escaping (incl. data-* attributes)
Security Advisory Review	Analyzing/fixing GitHub security advisories — access draft advisories via gh CLI, understand vulnerability scope, write tests, create PRs
GitHub Interaction	Security Advisory lifecycle: draft → publish → CVE request, notifying reporters

Plugins

Skill	Audience	When to Use
Plugin System	All	Runtime architecture — PluginManager, hooks, install flow, plugin-local localization loader
Plugin Development	Plugin authors	Building a plugin end-to-end. Start here, and read the security-scan preamble at the top before writing code. Covers allowed/forbidden capabilities, hooks, sandboxed config, and plugin-local translations.
Plugin Create (Community)	Community plugin authors	Quickstart + submission flow: scaffold a community plugin, run the security scan against your own tree, build a reproducible zip, and open the `approved-plugins.json` PR
Plugin Migration (Core only)	Core plugin maintainers	Checklist when a core API change affects `src/plugins/core/`. Not for community plugins* — they follow `plugin-create.md` instead
Plugin Security Scan	ChurchCRM maintainers	Required review checklist before approving a community plugin for `src/plugins/approved-plugins.json`. Covers intake, static analysis, risk classification, and the 2026 plugin standards reference.
Plugin Compliance (Admin Audit)	Site admins	Monthly/quarterly scans of already-installed community plugins. Read the approved list, verify on-disk state, re-run the orphan scan, respond to revoked plugins.

Testing

Skill	When to Use
Testing	Writing tests, debugging, test suites
Cypress Testing	E2E tests, CI/CD testing, API test patterns
Testing Migration & E2E	Testing strategy for migrations

Running Cypress Locally

Follow these steps to run Cypress tests locally and generate machine-readable reports useful for CI parity:

Install dependencies:
```
npm ci
```

Run a single spec (headless, Electron):

npx cypress run --spec "cypress/e2e/path/to/specfile.spec.js" --browser electron

Run the full test suite with JUnit output (for CI-like reports):

npx cypress run --reporter junit --reporter-options "mochaFile=cypress/reports/junit-[name].xml"

Run with a specific base URL (useful for docker/local server):

CYPRESS_BASE_URL=http://127.0.0.1:8080/churchcrm/ npx cypress run --config-file cypress/configs/docker.config.ts

Run a spec in headed mode for interactive debugging:

npx cypress open --config-file cypress/configs/docker.config.ts

Generate an HTML report (mochawesome) locally (optional):

Install reporters:

npm install --save-dev mochawesome mochawesome-merge mochawesome-report-generator

Run and write JSON output:

npx cypress run --reporter mochawesome --reporter-options "reportDir=cypress/reports,overwrite=false,html=false,json=true"

Merge and generate HTML:

npx mochawesome-merge cypress/reports/*.json > cypress/reports/merged.json
npx mochawesome-report-generator cypress/reports/merged.json -o cypress/reports/html

Tips & diagnostics:
- Use --headed --browser chrome to visually reproduce failures.
- Use --config video=true,screenshotOnRunFailure=true to capture artifacts.
- When testing admin routes, ensure the local app is running and reachable (see docker/ compose profiles used in CI).
- Use --reporter json to produce structured output you can parse for automated triage.
- For flaky selectors after UI changes, prefer stable selectors: id, data-cy, input[name=], link href/text, and avoid visual utility classes.

Before committing ANY test changes: See CLAUDE.md → Test Review & Commit Workflow for mandatory checklist

MVC Migration

Skill	When to Use
Admin MVC Migration	Migrating legacy pages to modern MVC
Groups MVC Guidelines	Groups module MVC patterns
Refactor	Refactoring legacy code to services/MVC

PHP & Performance

Skill	When to Use
PHP Best Practices	ChurchCRM PHP patterns, Perpl ORM
Modern PHP Frameworks	Security hardening, framework features
Performance Optimization	Query optimization, scaling, response times
Observability, Logging & Metrics	Logging, metrics, monitoring

Development Process

Skill	When to Use
Git Workflow	Commits, PRs, pre-commit validation
GitHub Interaction	Reviews, commits, PR management
PR Review	Full PR review: fetch changes, validate standards, check docs/wiki, manual testing, address comments, capture learnings
PR Description Guidelines	Ensure PR bodies are written in Markdown with required sections (Summary, Changes, Files Changed, Validation, Testing)
Development Workflows	Setup, build, Docker management
Code Standards	General coding, quality checks, PR reviews
Wiki Documentation	Complex documentation, admin guides
Release Notes	Authoring GitHub release notes for any version type
Social Media Release	Generating platform posts for X, Facebook, Instagram, LinkedIn

Example Workflows

New API endpoint: api-development.md → service-layer.md → slim-4-best-practices.md → security-best-practices.md → cypress-testing.md → git-workflow.md
Migrate legacy page: routing-architecture.md → admin-mvc-migration.md → frontend-development.md → database-operations.md → git-workflow.md
Fix security issue: security-best-practices.md → authorization-security.md → php-best-practices.md → git-workflow.md
Add a community plugin: plugin-system.md → plugin-development.md → plugin-create.md → plugin-security-scan.md → git-workflow.md
Update a core plugin (src/plugins/core/*): plugin-system.md → plugin-development.md → plugin-migration.md → git-workflow.md
Audit installed plugins (admin): plugin-compliance.md
Optimize queries: performance-optimization.md → database-operations.md → service-layer.md
Add UI text: i18n-localization.md → frontend-development.md → git-workflow.md
Render money / currency anywhere: currency-localization.md → configuration-management.md → frontend-development.md → git-workflow.md
Manage security advisory (publish GHSA, request CVE, notify reporters): github-interaction.md (Security Advisory Management section) → security-best-practices.md
Write release notes: release-notes.md → github-interaction.md
Publish a release: release-notes.md → social-media-release.md → github-interaction.md
Review a PR: pr-review.md → code-standards.md → security-best-practices.md → wiki-documentation.md
Address PR comments: pr-review.md → github-interaction.md → git-workflow.md
Add print support to a page: frontend-development.md (Print Support section) → security-best-practices.md (CSP) → git-workflow.md
Migrate a page to Tabler: tabler-migration-playbook.md → tabler-components.md → table-action-menu.md → bootstrap-5-migration.md → git-workflow.md
Add or edit a table with row actions: table-action-menu.md → tabler-components.md → git-workflow.md
Swap a 3rd-party library: tabler-library-replacement.md → webpack-typescript.md → git-workflow.md