Louis Whittington
6d10cb4726
- 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.
89 lines
3.2 KiB
PHP
89 lines
3.2 KiB
PHP
<?php
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require_once __DIR__ . '/../includes/api_bootstrap.php';
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require_once __DIR__ . '/../includes/family_settings.php';
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require_once __DIR__ . '/../includes/banking_helpers.php';
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if ($_SERVER['REQUEST_METHOD'] !== 'POST') {
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sendJson(['success' => false, 'error' => 'Method not allowed'], 405);
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}
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$people = migrateAllPeople(normalizePeopleList(readJsonFile('people.json')));
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$actor = requireActivePerson($people);
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if (($actor['role'] ?? '') !== ROLE_HEAD || !isHohVerified()) {
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sendJson(['success' => false, 'error' => 'Only a verified Head of household can adjust checking balances'], 403);
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}
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$settings = loadFamilySettings();
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if (!bankingEnabled($settings)) {
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sendJson(['success' => false, 'error' => 'Banking mode is not enabled'], 400);
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}
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$people = bankingApplySavingsInterestToPeople($people, $settings);
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$body = readJsonBody();
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$personId = trim((string) ($body['person_id'] ?? ''));
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$type = trim((string) ($body['type'] ?? ''));
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$note = trim((string) ($body['note'] ?? ''));
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$category = bankingCategoryOrDefault((string) ($body['category'] ?? ''), 'manual');
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$amountRaw = $body['amount'] ?? null;
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if ($personId === '') {
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sendJson(['success' => false, 'error' => 'person_id is required'], 400);
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}
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if (!in_array($type, ['credit', 'debit'], true)) {
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sendJson(['success' => false, 'error' => 'type must be credit or debit'], 400);
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}
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if (!is_numeric($amountRaw)) {
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sendJson(['success' => false, 'error' => 'amount must be numeric'], 400);
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}
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$amount = bankingRoundMoney((float) $amountRaw);
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if ($amount <= 0) {
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sendJson(['success' => false, 'error' => 'amount must be greater than zero'], 400);
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}
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$targetIdx = null;
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foreach ($people as $i => $p) {
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if (($p['id'] ?? '') === $personId) {
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$targetIdx = $i;
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break;
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}
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}
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if ($targetIdx === null) {
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sendJson(['success' => false, 'error' => 'Person not found'], 404);
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}
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$allocations = ['checking' => 0.0, 'savings' => 0.0, 'charity' => 0.0, 'roundup' => 0.0];
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if ($type === 'credit') {
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$result = bankingCreditCheckingByRule($people[$targetIdx], $amount, $settings);
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$people[$targetIdx] = $result['person'];
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$allocations = $result['allocations'];
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} else {
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$checking = (float) ($people[$targetIdx]['checking_balance'] ?? 0);
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if ($checking < $amount) {
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sendJson(['success' => false, 'error' => 'Insufficient checking balance'], 400);
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}
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$people[$targetIdx]['checking_balance'] = bankingRoundMoney($checking - $amount);
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$people[$targetIdx]['currency_balance'] = $people[$targetIdx]['checking_balance'];
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$allocations['checking'] = -$amount;
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}
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if (!writeJsonFile('people.json', $people)) {
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sendJson(['success' => false, 'error' => 'Failed to save people'], 500);
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}
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$tx = [
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'id' => bin2hex(random_bytes(8)),
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'type' => 'manual_' . $type,
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'person_id' => $personId,
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'amount' => $amount,
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'allocations' => $allocations,
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'category' => $category,
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'note' => $note,
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'created_at' => gmdate('c'),
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'created_by' => (string) ($actor['id'] ?? ''),
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];
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if (!appendBankTransaction($tx)) {
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sendJson(['success' => false, 'error' => 'Saved balances but failed to write transaction log'], 500);
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}
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sendJson(['success' => true, 'transaction' => $tx, 'person' => $people[$targetIdx]]);
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