# Beneficiary Management Module Setup Instructions

## Database Setup

1. **Create the beneficiary table by running the SQL script:**
   - Open phpMyAdmin or your preferred MySQL client
   - Select the `ihita` database
   - Execute the SQL commands from `beneficiary_table.sql`

## Features Implemented

### 1. Beneficiary Management Module
- **File:** `beneficiary-management.php`
- **Access:** Admin only
- **Features:**
  - Add new beneficiaries with detailed information
  - Edit existing beneficiaries
  - Activate/Deactivate beneficiaries
  - View all beneficiaries in a comprehensive table
  - Support for different beneficiary types (Individual, Company, Organization, Government, Bank, Other)
  - Banking details (Bank Name, Account Number, IFSC)
  - Tax details (PAN, GST, Tax ID)

### 2. Sidebar Integration
- Added "Beneficiary Management" link in the Banking section of the sidebar
- Only visible to admin users

### 3. Autocomplete Integration in Account Transactions
- **API Endpoint:** `api/beneficiary-search.php`
- **Feature:** Transaction Title field now has autocomplete functionality
- **How it works:**
  - When typing in the Transaction Title field, it searches active beneficiary names
  - Shows suggestions with beneficiary name and type
  - Minimum 2 characters required to trigger search
  - Returns up to 10 matching results

## Files Created/Modified

### New Files:
1. `beneficiary_table.sql` - Database table structure and sample data
2. `beneficiary-management.php` - Main beneficiary management interface
3. `api/beneficiary-search.php` - API endpoint for autocomplete functionality

### Modified Files:
1. `includes/sidebar.php` - Added beneficiary management link
2. `account-transactions.php` - Added autocomplete functionality to transaction title fields

## How to Use

### For Administrators:
1. **Add Beneficiaries:**
   - Go to Banking > Beneficiary Management
   - Fill in the beneficiary details form
   - Submit to add new beneficiary

2. **Manage Beneficiaries:**
   - View all beneficiaries in the table
   - Edit beneficiary details using the Edit button
   - Deactivate/Activate beneficiaries as needed

3. **Use Autocomplete in Transactions:**
   - Go to Banking > Credit / Debit Details
   - When adding or editing transactions, start typing in the "Transaction Title" field
   - Select from the suggested beneficiary names

### For Regular Users:
- Can use the autocomplete feature in transaction titles
- Cannot access beneficiary management (admin only)

## Beneficiary Data Structure

The beneficiary table includes:
- **Basic Info:** Name, Type, Contact Person, Phone, Email, Address
- **Banking Details:** Bank Name, Account Number, IFSC Code
- **Tax Details:** PAN, GST Number, Tax ID
- **System Fields:** Status (Active/Inactive), Added By, Created Date, Updated Date

## Technical Features

1. **Security:**
   - Session-based authentication
   - SQL injection protection using mysqli_real_escape_string
   - Admin-only access for management functions

2. **User Interface:**
   - Responsive design
   - Bootstrap-based styling
   - Mobile-friendly layout
   - Clear status indicators

3. **Search & Autocomplete:**
   - AJAX-based beneficiary search
   - jQuery UI autocomplete integration
   - Real-time suggestions
   - Styled dropdown with hover effects

## Sample Data

The SQL file includes sample beneficiaries:
- ABC Construction Ltd (Company)
- XYZ Suppliers (Company)
- Government Tax Office (Government)
- State Bank of India (Bank)
- Rajesh Kumar (Individual)

This provides a good starting point for testing the autocomplete functionality.
