Development Roadmap
Track all planned improvements and features for The Shepherd's Staff. — 105 of 134 items complete.
Done
In Progress
Planned
Rename 'Deacon Care' to 'Diaconate'
Done
Create 'Shepherding' main header with Pastoral Care and Session nested underneath
Done
Role-based navigation: each role sees only relevant modules
Done
Theme customization: color palette options, light/dark mode, font selections
Done
Church information settings tab: mailing address, physical address, website, social media (Facebook, etc.)
Done
Pastor/Elder/Deacon listings pulled from directory — display in bulletin and public pages
Done
Mission & Vision statements: store statement text, Bible verse references, with AI-suggested welcome paragraphs and bulletin text
Done
Weekly service configuration: define service slots (AM, PM, etc.) with times and recurring patterns
Done
Room/location list: configurable room names for event and class scheduling
Done
Admin dashboard: manage users, roles, and permissions
Done
Role system: Session Member (Ruling Elder), Deacon, Member, Ministry Leader, Admin
Done
Granular permissions: assign which modules/pages each role can access
Done
Family self-service: members can edit their own family directory information
Done
Psalm vs. Hymn colour coding (purple = Psalm, tan = Hymn)
Done
View selector: Next 8 Sundays / 3 months / 6 months / Full year
Done
Blocked-out Sundays: flag any Sunday as AM Only / No Service / Special, with quick label presets
Done
Auto-mark Lord's Supper dates on the planner grid from Element Forms settings
Done
Bulk-generate upcoming Sundays (skip blocked dates, avoid duplicates)
Done
Sermon series planner: create and manage multi-week sermon series
Done
Scripture reading planner: lectio continua reading plans assigned to service slots
Done
Long-term planning view: 52-week grid with hymn, series, and text tracking
Done
AI date-generator: describe your practice, AI proposes next 12 months of dates for confirmation
Done
Table position and cup distribution options
Done
Words of Institution: choose account (1 Cor 11, Matt 26, Mark 14, Luke 22) with preview text; optional custom override
Done
Fencing of the Table pre-filled with 1 Cor 11:27–29 basis; fully editable
Done
Baptism section: doctrinal statement, configurable order of service, parent/candidate vows (BCO pattern), infant/adult/both mode
Done
Rotating liturgical cycles: Call to Worship, Benediction, Assurance of Pardon, etc. — schedule pools to rotate weekly/monthly
Done
Family Worship: fix 5-day rotation + reading order (Sunday should be first day, correct chapter), use 'Day 1–5' labels not weekdays
Done
Announcement time format: '1500' → '3:00 PM' (12-hour with AM/PM)
Done
Leadership display editor: per-leader title, display level, ordering, visibility
Done
Announcements manager: create and attach announcements to bulletin instances
Done
Leadership display surfaced in builder left panel: per-person include/exclude, hide phone/email, preset filters (pastors only / pastors+elders / no deacons), drag reorder
Planned
Announcements multi-month view: this month + next month (e.g. September events)
Planned
Christian Education section: configurable label ('Christian Education' vs 'Sunday School'), distinct from Wednesday night Bible study
Done
Per-class roster toggles: include only known classes; show this week / next week lesson + teachers
Done
Wednesday call-in: render phone + PIN, generate QR code for dial-in
Done
5 sermon note styles: blank, lined, outline, fill-in-blanks, Cornell
Done
4 order-of-worship layout options
Done
Apostles' Creed phrase picker: 'holy catholic/Christian church' / custom text
Done
Lord's Prayer version picker: Traditional / Modern / ESV / custom
Done
Multi-page / page-spread support for Morning & Evening worship (expand when full text/responsive readings overflow)
Done
Sermon notes: fill-in-the-blank mode with upside-down answer key at page bottom
Planned
Prayer Guide rotation engine: Presbytery pastors/churches, themed weeks, Lord's Prayer petitions (CSV import)
Done
Prayer request lifecycle: expiry/review date so stale requests flag for rotation off
Planned
Pastor's Copy: separate pastor-facing bulletin (prayer pointers, themes, assurance of pardon, Puritan quotes) with CSV import
Planned
Family Worship: condense layout (currently wastes half a page with void on right)
Planned
Family Worship hymns: add Evening Service column, show next week (not this week), split Trinity Psalter Hymnal vs Hymns of Faith (pew)
Planned
Page toggle panel (include/exclude each page)
Done
Embeddable web bulletin with iframe embed code
Done
Live preview sync: sidebar edits reflect immediately in preview
Done
Bulletin template library: save, clone, and switch between bulletin templates
Done
Dynamic page builder: add/reorder pages with drag-and-drop, customize content per page
Planned
Cover customization: upload logo, customize church name font
Planned
PDF margins & print formatting: add proper margins and page breaks for clean PDF export
Planned
Word export (.docx) fix: correct document generation for error-free opening
Planned
Hymn PDF booklet section: upload hymn PDFs, display as booklet section with even-odd page pairing
Planned
Per-section include/exclude + per-bulletin overrides (not just global settings) for one-off special services
Planned
Manage multiple hymnals: set name, abbreviation, colour tag, and mark primary
Done
Mark a separate Psalter (e.g. 1912 Psalter) for combined TPH-style collections
Done
Rotate/retire hymns from active use — is_active flag and optional retired_date tracking
Done
Hymn usage stats: times sung, last sung date, 1-year and 3-year frequency counters
Done
Hymn suggestion scoring: suggest underused or seasonally appropriate hymns
Done
Membership statuses: Communicant / Non-Communicant / Associate / Inactive / Visitor / Removed
Done
Member types: Teaching Elder / Ruling Elder / Deacon / Member
Done
Custom tags array (shut-in, care-team, volunteer, etc.)
Done
Household grouping: families with head, spouse, children sorted by role then age
Done
Assign elder & deacon per family — with option to propagate to all family members
Done
Visitor conversion flow: promote visitor → communicant member
Done
Marital status and anniversary date per member
Done
CSV import/export with full column set including anniversary, marital status, sealing ordinance date
Done
Membership change log (MembershipChange entity): track additions and removals by BCO category for PCA statistical reporting
Done
Printed directory: generate formatted PDF/Word directory grouped by household
Planned
Care Rules engine: auto-applies follow-up date when logging a contact based on contact type
Done
Auto-generated follow-up reminders based on contact type + configurable intervals
Done
Assign follow-up to another person (care team member, elder, deacon)
Done
Visitor follow-up workflow: dedicated tab shows visitors with no or pending follow-up
Done
Prayer request system: submission form, clergy dashboard with urgency and confidentiality; analytics
Done
Birthday & anniversary dashboard widget: shows current month's milestones with day countdown
Done
Monthly birthday & anniversary email digest: sent automatically to all admins on the 1st of each month
Done
Stated meeting schedule: configure recurring pattern, preview upcoming dates, bulk-create meetings
Done
Diaconate meeting schedule: separate from Session, same stated meeting generator
Done
Minutes: log agenda, motions (pass/fail), attendance, and approve minutes
Done
Deacon financial ledger: track benevolence and care transactions with confidentiality flags
Done
Membership statistics page: PCA statistical report categories (additions, removals by BCO type)
Done
Two-tier structure: Class (type, age group, schedule) → Lessons (individual week entries)
Done
Lesson scheduler: 'we missed a week' button shifts all future lessons down by 1
Done
Curriculum manager: create/manage curriculum series with seasonal terms (Fall, Spring, etc.)
Done
Term-to-class assignment wizard: link a curriculum term to a class with auto-dated lesson sequence
Done
Lesson library: browse and search lessons by curriculum
Done
CSV import for lessons and reading plans
Done
Attendance tracking: individual per-student or headcount attendance per class session
Done
Student enrollment: link members to classes, track status, flag promotions
Done
Teaching roster: manage teacher and assistant assignments per class
Done
Teacher availability requests: send email links to gather availability for upcoming dates
Done
Class templates: save reusable class configurations
Done
Sunday School attendance report: per-class attendance trends, student participation
Planned
Class auto-promotion: suggest students ready to move up based on age cutoff rules
Planned
Full Westminster Shorter Catechism library built-in — all 107 Q&A, browsable in-app
Done
Annual catechism plan: choose pace, preview all dates, bulk-create weekly devotionals
Done
Daily scripture reading plans: M'Cheyne, 5-day — bulk-generate weekly devotionals
Done
Devotional block library: build reusable catechism, reading, prayer, and discussion blocks
Done
Family worship plan builder: assemble multi-week devotional plans from content blocks
Done
Family worship packet library: shareable community packets installable by any church
Done
CSV import for bulk devotional content
Done
Hymn of the week linked to worship planner hymn selections
Planned
Discussion questions auto-populated from sermon text via AI
Planned
Livestream/video options: mark events with livestream availability, set visibility (public or members-only)
Done
Advanced recurring rules: 'second Tuesday of each month', 'last Saturday', etc.
Done
Event leader and audience tag assignment
Done
Embeddable public calendar: iframe embed code for church website
Done
Calendar category customization: rename and recolor event categories
Done
Group SMS/email reminders: send reminder to members with matching tag before event
Planned
Shepherding report: per-elder list of assigned families, date of last contact, flag if > 11 months
Done
Visitor follow-up report: visitors without a logged follow-up contact
Done
Pastoral contact frequency report: members not contacted in > N months (configurable)
Done
Diaconate care report: active care cases by deacon, summary stats
Done
Attendance trend chart: AM/PM attendance over rolling 12 months
Done
Member Engagement Heatmap: multi-timeframe contact frequency visualization
Done
Prayer Analytics: status, category, and urgency metrics
Done
Membership statistics: PCA annual statistical report with additions/removals by BCO category
Done
Sunday School attendance report: per-class attendance trends
Planned
Giving & finance report: weekly/monthly offering trends, expense breakdown
Planned
Weekly leadership digest: automated email with urgent prayers, unanswered requests, visitor status, overdue follow-ups
Done
Monthly birthday & anniversary digest: automated email to all admins on the 1st of each month
Done
On-demand email export: send any report as formatted email
Planned
SMS notifications: member alerts for upcoming events
Planned
Offerings tracking: log weekly/monthly offerings, denomination counter, check log with member links, fund allocations, deposit workflow
In Progress
Expense tracking: log deacon care expenses, building maintenance, ministry spending
Planned
Budget planning: annual budget by category, compare actuals vs. budget
Planned
Finance dashboard: summary of giving trends, expense categories, budget utilization
Planned
Public-facing website pages: Home, About, Features, Pricing
Done
Embeddable public calendar page for church website iframes
Done
Member-facing portal: view family info, submit prayer requests, access family worship resources
Planned
Online visitor card: public form for first-time visitors to submit contact info
Planned