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Implement banking system features and enhancements

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- Added banking mode with checking, savings, and charity accounts, including auto-split options for income.
- Introduced banking transaction management, including transfers and charity outflows.
- Updated family settings to allow configuration of banking features and interest rates.
- Enhanced data export functionality to include bank transactions.
- Improved user interface to display banking information and donation goals.
- Updated documentation to reflect new banking features and settings.
This commit is contained in:
louiswhit
2026-03-31 11:03:53 -05:00
parent f14de0b7e1
commit 6d10cb4726
21 changed files with 1337 additions and 41 deletions
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tabs/settings.php
+47
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@@ -164,6 +164,53 @@ $permanenceOptions = [
value="<?= (int) ($familySettings['week_starts_on'] ?? 0) ?>"
<?= !$canManage ? 'disabled' : '' ?>>
</div>
<div class="col-12"><hr class="my-2"></div>
<div class="col-12">
<h3 class="h6 mb-2">Banking system (optional)</h3>
</div>
<div class="col-md-4 d-flex align-items-end">
<div class="form-check mb-2">
<input class="form-check-input" type="checkbox" id="banking_enabled" name="banking_enabled" value="1"
<?= !empty($familySettings['banking_enabled']) ? 'checked' : '' ?>
<?= !$canManage ? 'disabled' : '' ?>>
<label class="form-check-label" for="banking_enabled">Enable checking/savings/charity accounts</label>
</div>
</div>
<div class="col-md-4 d-flex align-items-end">
<div class="form-check mb-2">
<input class="form-check-input" type="checkbox" id="banking_auto_split_enabled" name="banking_auto_split_enabled" value="1"
<?= !empty($familySettings['banking_auto_split_enabled']) ? 'checked' : '' ?>
<?= !$canManage ? 'disabled' : '' ?>>
<label class="form-check-label" for="banking_auto_split_enabled">Auto split all checking income</label>
</div>
</div>
<div class="col-md-4">
<label class="form-label" for="banking_roundup_destination">Round-up rule</label>
<select class="form-select" id="banking_roundup_destination" name="banking_roundup_destination" <?= !$canManage ? 'disabled' : '' ?>>
<?php $roundupDest = (string) ($familySettings['banking_roundup_destination'] ?? 'off'); ?>
<option value="off" <?= $roundupDest === 'off' ? 'selected' : '' ?>>Off</option>
<option value="savings" <?= $roundupDest === 'savings' ? 'selected' : '' ?>>Nearest whole to savings</option>
<option value="charity" <?= $roundupDest === 'charity' ? 'selected' : '' ?>>Nearest whole to charity</option>
</select>
</div>
<div class="col-md-4">
<label class="form-label" for="banking_auto_split_savings_pct">Auto split to savings (%)</label>
<input type="number" step="0.01" min="0" max="100" class="form-control" id="banking_auto_split_savings_pct" name="banking_auto_split_savings_pct"
value="<?= htmlspecialchars(number_format((float) ($familySettings['banking_auto_split_savings_pct'] ?? 0), 2, '.', ''), ENT_QUOTES, 'UTF-8') ?>"
<?= !$canManage ? 'disabled' : '' ?>>
</div>
<div class="col-md-4">
<label class="form-label" for="banking_auto_split_charity_pct">Auto split to charity (%)</label>
<input type="number" step="0.01" min="0" max="100" class="form-control" id="banking_auto_split_charity_pct" name="banking_auto_split_charity_pct"
value="<?= htmlspecialchars(number_format((float) ($familySettings['banking_auto_split_charity_pct'] ?? 0), 2, '.', ''), ENT_QUOTES, 'UTF-8') ?>"
<?= !$canManage ? 'disabled' : '' ?>>
</div>
<div class="col-md-4">
<label class="form-label" for="banking_savings_monthly_interest_rate">Savings monthly interest rate (%)</label>
<input type="number" step="0.000001" min="0" class="form-control" id="banking_savings_monthly_interest_rate" name="banking_savings_monthly_interest_rate"
value="<?= htmlspecialchars((string) ($familySettings['banking_savings_monthly_interest_rate'] ?? 0), ENT_QUOTES, 'UTF-8') ?>"
<?= !$canManage ? 'disabled' : '' ?>>
</div>
<div class="col-md-6">
<label class="form-label" for="nfc_base_url">NFC base URL override (optional)</label>
<input class="form-control" id="nfc_base_url" name="nfc_base_url" placeholder="https://your-domain/familyHub"