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
🤖 Generated with Claude Code
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}/listreturns 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:
API Used
GET /api/payments/family/{familyId}/list(already exists)Returns:
FormattedFY, Amount, PledgeOrPayment, Date, Fund, Method, Schedule, Nondeductible, CommentNo backend changes needed.
Constraints
Related
🤖 Generated with Claude Code