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feat: Add Giving History tab to Family profile page #8332

@DawoudIO

Description

@DawoudIO

Summary

Add a Giving History tab to the Family profile page (src/v2/templates/people/family-view.php) showing the family's complete pledge and payment history.

Motivation

The data already exists — GET /api/payments/family/{familyId}/list returns full giving history — but there is no view for it on the Family profile. Finance staff must navigate to separate pledge reports to see a family's giving.

UI Spec

New tab on Family profile: "Giving" (with YTD total badge)

Tab content:

  • DataTable: Date | Fund | Amount | Type (Pledge/Payment) | Method
  • Pill filter: All | Pledges only | Payments only (client-side, no reload)
  • Fiscal year dropdown filter (client-side)
  • Summary row: Total Pledged vs Total Paid
  • "Add Payment" / "Add Pledge" quick-action buttons (already in Finance dropdown — keep)

API Used

GET /api/payments/family/{familyId}/list (already exists)

Returns: FormattedFY, Amount, PledgeOrPayment, Date, Fund, Method, Schedule, Nondeductible, Comment

No backend changes needed.

Constraints

  • Finance or Admin role required to see the Giving tab
  • No schema changes

Related

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