# Phase 59 — Integrated Help Centre & User Guide ## Purpose Phase 59 integrates a professional, searchable Help Centre directly into the microfinance system. Staff can learn the correct operating workflow, review maker-checker and security controls, troubleshoot common problems, and open an authorized live workspace without leaving the application. ## New Help Centre - Route: `/help-centre` - Convenience route: `/help` redirects to `/help-centre` - Navigation: **Help & Support → Help Centre & User Guide** - Contextual **Help** action in the authenticated top bar - Floating contextual-help button on desktop and mobile - Keyboard shortcut: **Alt + H** - Print-friendly detailed guide pages ## Knowledge Library The Help Centre contains: - 44 permission-aware module and process guides - 10 professional guide categories - 7 end-to-end operating workflows - 10 frequently asked questions - Role-focused learning paths for administrators, managers, accountants, tellers, cashiers, loan officers, credit staff, risk, compliance, HR, auditors and other staff - Context mappings for every module shown in the authenticated sidebar Each detailed guide includes: - Purpose and intended users - Step-by-step operating procedure - Key risk, approval and accounting controls - Practical operating tips - Common problems and corrective guidance - Related guides - Direct links to system workspaces the current user is authorized to access ## Guide Categories 1. Getting Started 2. Customers & Service 3. Savings & Deposits 4. Lending 5. Cash & Field Operations 6. Finance & Control 7. Risk & Compliance 8. Organisation 9. System Administration 10. Resilience & Security ## Full Module Coverage The guide library covers the complete sidebar, including the modules added or expanded in recent phases: - Loan Products - Loan Pricing & Customer Disclosure - Insurance & Credit-Life - Payroll Loans and Deduction Batches - Savings Interest and Term-Deposit Maturities - Budgeting, Forecasting and Staff Targets - Tax and Statutory Compliance - Early Warning Alerts and ECL - Financial Statements and Management Reporting - AI and Automation Governance - Backup, Recovery and Business Continuity - My Security and Go-Live Readiness Combined guides use permission-aware deep links. For example, an inventory-only user can open the Inventory workspace from the Procurement, Assets & Inventory guide without being shown unauthorized procurement links. ## End-to-End Workflows - New customer to loan disbursement - Savings interest and term-deposit maturity - Teller day and branch close - Month-end finance close, including tax and statutory control - Insurance and credit-life claim - Complaint and service recovery - Production go-live assurance Workflow steps are filtered using the existing permission model. A staff member sees only the steps and related articles available to their role. ## Contextual Help When Help is opened from a system page, the Help Centre identifies the page and selects the most relevant guide. The contextual URL retains only the current internal route; it does not preserve unsafe external URLs or expose form data. Examples: - `/loan-products` → Loan Product Management - `/loan-pricing` → Loan Pricing & Customer Disclosure - `/payroll/batches` → Payroll Loans & Deductions - `/savings/interest` → Savings Interest & Maturities - `/tax-compliance` → Tax & Statutory Compliance - `/budgeting` and `/targets` → Budgeting, Forecasting & Targets - `/insurance` → Insurance & Credit-Life - `/alerts` → Portfolio Risk, ECL & Early Warning - `/backup-recovery` → Backup, Recovery & Continuity - `/account/security` → My Security - `/ai-automation` → AI & Automation Governance - `/go-live-readiness` → Go-Live Readiness ## Search and Navigation - Server-side search across titles, summaries, keywords, procedures, controls and tips - Natural multi-word token matching - Category filtering - Instant browser-side filtering of the displayed guide cards - Live result-count updates and a clear no-results state - Direct category cards and related-guide navigation - Search input and route-context length limits ## Role Learning Paths Role-focused learning paths highlight the most important starting guides for each staff function. The configured path is filtered before rendering, so a role is never directed to an article it cannot access. Examples include: - Administrator: security, users and roles, integrations, backup, AI governance and go-live assurance - Accountant/Finance: general ledger, reconciliations, financial close, reporting, tax and treasury - Loan/Credit Officer: customers, products, pricing disclosure, loan origination, security and repayment - Teller/Cashier: cash control, savings, repayments and branch close - Risk/Compliance: portfolio monitoring, ECL, AML/CFT, regulatory compliance, complaints and audit - HR: HR records, payroll and statutory processes ## Permission and Security Model - The Help Centre is available only after staff authentication. - Articles are filtered through the existing `AccessControl` permission model. - Combined guides may accept more than one relevant permission, but each direct module link is checked separately. - Administration tab links are checked against their specific permissions: users, roles, security or audit. - The guide does not create, approve, post or alter financial records. - Copied support diagnostics contain only the application name, guide version, staff role, page and timestamp. - Staff are reminded never to send passwords, API keys, card data or authenticator secrets. - The configured support URL is displayed only when it uses an `http` or `https` scheme. ## Support Configuration The implementation-support identity and website can be configured through environment variables: ```env SUPPORT_NAME="E. Y Technologies" SUPPORT_URL=https://eytec.online ``` Defaults are included in `config/config.php`, `config/config.example.php` and `.env.example`. ## Files Added - `src/HelpGuideService.php` - `views/help_centre.php` - `PHASE59_NOTES.md` - `PHASE59_VALIDATION.txt` - `PHASE59_PHP_LINT.txt` - `PHASE59_JAVASCRIPT_VALIDATION.txt` - `PHASE59_ZIP_TEST.txt` ## Files Updated - `public/index.php` - `views/layout_top.php` - `views/layout_bottom.php` - `public/assets/app.css` - `public/assets/app.js` - `config/config.php` - `config/config.example.php` - `.env.example` - `README.md` ## Database Upgrade No database migration is required. Phase 59 adds read-only, version-controlled application guidance and uses the existing authentication and permission framework. ## Upgrade from Phase 58 1. Back up the Phase 58 application and database. 2. Replace the application files with the Phase 59 package. 3. Preserve the production `.env` values and add `SUPPORT_NAME` and `SUPPORT_URL` when custom support details are required. 4. Sign in and open **Help & Support → Help Centre & User Guide**. 5. Test the top-bar Help action, floating help button and **Alt + H** from several modules. 6. Test at least one restricted role to confirm that unauthorized guides and module links remain hidden. 7. Review institution-specific wording and procedures before formal staff training. ## Validation Boundary Static application validation, PHP template rendering, search tests, article-reference checks, route-reference checks, full sidebar context mapping, permission filtering, PHP linting, JavaScript syntax checking, CSS structure checking and ZIP integrity testing were performed. A live authenticated browser and MySQL deployment test was not run in the build environment; the phase does not add database objects or post transactions.