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.
108 lines
3.4 KiB
PHP
108 lines
3.4 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 ($_SERVER['REQUEST_METHOD'] !== 'GET') {
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sendJson(['success' => false, 'error' => 'Method not allowed'], 405);
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}
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$people = migrateAllPeople(normalizePeopleList(readJsonFile('people.json')));
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$actor = requireActivePerson($people);
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$settings = loadFamilySettings();
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if (!bankingEnabled($settings)) {
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sendJson(['success' => false, 'error' => 'Banking mode is not enabled'], 400);
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}
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$month = trim((string) ($_GET['month'] ?? gmdate('Y-m')));
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if (!preg_match('/^\d{4}-\d{2}$/', $month)) {
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sendJson(['success' => false, 'error' => 'month must be YYYY-MM'], 400);
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}
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$format = trim((string) ($_GET['format'] ?? 'json'));
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if (!in_array($format, ['json', 'csv'], true)) {
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sendJson(['success' => false, 'error' => 'format must be json or csv'], 400);
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}
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$personId = trim((string) ($_GET['person_id'] ?? ''));
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if ($personId === '') {
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$personId = (string) ($actor['id'] ?? '');
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}
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$isHoh = (($actor['role'] ?? '') === ROLE_HEAD) && isHohVerified();
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if (!$isHoh && $personId !== (string) ($actor['id'] ?? '')) {
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sendJson(['success' => false, 'error' => 'Only verified Head of household can view statements for others'], 403);
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}
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$person = null;
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foreach ($people as $p) {
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if (($p['id'] ?? '') === $personId) {
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$person = $p;
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break;
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}
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}
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if ($person === null) {
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sendJson(['success' => false, 'error' => 'Person not found'], 404);
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}
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$rows = readJsonFile('bank_transactions.json');
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if (!is_array($rows)) {
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$rows = [];
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}
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$prefix = $month . '-';
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$filtered = [];
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foreach ($rows as $row) {
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if (!is_array($row)) {
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continue;
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}
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if ((string) ($row['person_id'] ?? '') !== $personId) {
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continue;
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}
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$createdAt = (string) ($row['created_at'] ?? '');
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$ymd = bankingYmd($createdAt);
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if (strpos($ymd, $prefix) !== 0) {
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continue;
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}
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$filtered[] = $row;
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}
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if ($format === 'csv') {
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header('Content-Type: text/csv; charset=utf-8');
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header('Content-Disposition: attachment; filename="bank_statement_' . $personId . '_' . $month . '.csv"');
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$out = fopen('php://output', 'w');
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if ($out === false) {
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exit;
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}
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fputcsv($out, ['id', 'created_at', 'type', 'amount', 'category', 'note', 'from_account', 'to_account', 'reversal_of_transaction_id']);
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foreach ($filtered as $row) {
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fputcsv($out, [
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(string) ($row['id'] ?? ''),
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(string) ($row['created_at'] ?? ''),
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(string) ($row['type'] ?? ''),
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(string) ($row['amount'] ?? ''),
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(string) ($row['category'] ?? ''),
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(string) ($row['note'] ?? ''),
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(string) ($row['from_account'] ?? ''),
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(string) ($row['to_account'] ?? ''),
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(string) ($row['reversal_of_transaction_id'] ?? ''),
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]);
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}
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fclose($out);
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exit;
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}
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sendJson([
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'success' => true,
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'month' => $month,
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'person' => [
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'id' => (string) ($person['id'] ?? ''),
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'name' => (string) ($person['name'] ?? ''),
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],
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'balances' => [
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'checking' => (float) ($person['checking_balance'] ?? 0),
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'savings' => (float) ($person['savings_balance'] ?? 0),
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'charity_pending' => (float) ($person['charity_pending_balance'] ?? 0),
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'charity_donated_total' => (float) ($person['charity_donated_total'] ?? 0),
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],
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'transactions' => $filtered,
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]);
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