Board Meeting Documents

Manage Board Meetings with Agenda and Minutes PDFs, plus a Document Library of grouped PDF sections (Annual Reports, Audit Reports, Budgets and more), all displayed on the frontend with shortcodes in accessible accordions.

Description

Board Meeting Documents adds a Board Meetings post type. Each meeting has a date, a status (Normal, Cancelled, Special Meeting, Joint Meeting) and any number of Agenda and Minutes PDF documents selected from the Media Library.

Two shortcodes render the meetings on the frontend:

• [bmd_meetings type="agenda"] – every published meeting that has at least one Agenda PDF
• [bmd_meetings type="minutes"] – every published meeting that has at least one Minutes PDF

Meetings are grouped by year in an accessible accordion (button + aria-expanded + aria-controls). The latest year is expanded, older years collapsed. Each meeting links straight to its PDF in a new tab; meetings with several PDFs show one link per document.

No page builder, no ACF, no jQuery on the frontend. Frontend CSS/JS are only loaded on pages where the shortcode is rendered.

Document Sections

For PDF lists that are not tied to a meeting (Annual Reports, Audit Reports, Budget…) create Document Sections under Board Documents. Each section is a heading with its own collapsible list of PDFs (title + external-link icon per row). Display them with:

• [bmd_documents] – all published sections, ordered by their "Order" field then title
• [bmd_documents section="annual-reports"] – one section by slug or ID
• [bmd_documents expand="first"] – all (default), first or none

Data: post type bmd_doc_section, meta _bmd_section_documents (same [ attachment_id, label ] array as meeting documents).

Where to find instructions inside WordPress

Board Documents → Instructions shows the shortcodes, all attributes and the editing workflow. The same shortcodes are also listed in the "Shortcodes" box on every Board Meeting edit screen.

Shortcode attributes

• type – agenda (default) or minutes
• year – limit to one year, e.g. year="2026"
• order – desc (default, newest first) or asc
• title – optional heading printed above the accordion, e.g. title="Agendas"
• expand – latest (default), all or none

Data model (for migrations)

Post type: bmd_meeting (was board_meeting before 1.1.0; posts are migrated automatically)

• _bmd_meeting_date – string YYYY-MM-DD
• _bmd_meeting_status – normal | cancelled | special | joint
• _bmd_agenda_documents – array of [ 'attachment_id' => int, 'label' => string ]
• _bmd_minutes_documents – array of [ 'attachment_id' => int, 'label' => string ]

When a meeting has no documents of a type, that meta key is deleted (not stored as an empty array). Migration scripts should do the same, or call BMD_Helpers::sanitize_documents() and only save non-empty results.

Filters

• bmd_date_format – PHP date format, default F j, Y
• bmd_status_suffixes – text appended to titles per status
• bmd_meeting_title – final frontend title string
• bmd_query_args – WP_Query args used by the shortcode
• bmd_year_heading_tag – heading tag wrapping each year button, default h3
• bmd_capability_type – capability type of the post type, default post

Installation

1. Upload the board-meeting-documents folder to /wp-content/plugins/, or upload the ZIP through Plugins → Add New → Upload Plugin.
2. Activate the plugin.
3. Create a page called "Agendas" containing [bmd_meetings type="agenda"].
4. Create a page called "Minutes" containing [bmd_meetings type="minutes"].
5. Go to Board Documents → Meetings (Agendas & Minutes) → Add New, enter the meeting date, choose a status, add PDFs, and publish.

Frequently Asked Questions

Do I need to edit the Agenda/Minutes pages after adding a meeting?

No. The shortcodes query published meetings every time the page renders.

Can I use the same PDF as both an Agenda and a Minutes document?

Yes. Documents reference Media Library attachment IDs; nothing is copied or duplicated.

What happens if I publish without a meeting date?

The meeting is saved as a draft and an admin notice explains why. The date is required.

Does uninstalling delete my meetings?

No. Meetings and their meta are kept so nothing is lost by accident. Delete the Board Meetings manually if you want them gone.

Changelog

1.1.0

• Post type slug renamed to bmd_meeting (was board_meeting) to avoid collisions with other board-meeting plugins; existing meetings are migrated automatically on first load.
• Shortcodes renamed to [bmd_meetings] and [bmd_documents]. The old [board_meetings] / [board_documents] tags are no longer registered (they belong to other plugins) — update your pages.
• Admin menu renamed to "Board Documents".
• Added Document Sections (Annual Reports, Audit Reports, Budget…) with [bmd_documents].
• Added Duplicate row action, row reordering, Instructions page.

1.0.0

• Initial release.