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CashMan H.A. is a comprehensive online banking and financial management system designed for financial institutions. It handles the full lifecycle of personal, mortgage, and vehicle loans — from client onboarding through dual-level approval, installment generation, payment processing, and contract archiving — all within a role-based access system spanning five distinct user types.

Quick Setup

Get CashMan H.A. running locally — prerequisites, installation, and database import in minutes.

Architecture

Understand the MVC structure, routing patterns, and how controllers, models, and views are organized.

User Roles

Learn the five role hierarchy — Administrator, Presidency, Management, Customer Service, and Client.

Credit Management

Explore the full credit lifecycle from application to approval, installment generation, and payment tracking.

Savings Accounts

Manage deposits, withdrawals, and secure inter-account transfers with security code verification.

Database Reference

Dive into the 21-table schema, 148 stored procedures, triggers, events, and views.

What CashMan H.A. Covers

CashMan H.A. is built around three core financial verticals, each supported by a multi-step approval workflow and role-gated access control:

Personal Loans

For salaried, independent, and retired clients. Up to $15,000 at 3–20% monthly interest, terms up to 120 months.

Mortgage Loans

For salaried and independent clients. Up to $3,000,000 at 1.05–12% monthly interest, terms up to 20 years.

Vehicle Loans

For salaried and independent clients. Up to $200,000 at 10–60% monthly interest, terms up to 90 months.

Getting Started

1

Check Requirements

Ensure you have PHP 8.1, MySQL/MariaDB, a web server (Apache/Nginx), and Composer installed. See Requirements.
2

Install the Application

Clone the repository, run composer install, and configure the global URL and SMTP settings in the two controller files. See Installation.
3

Import the Database

Import the SQL scripts in the correct order: tables → data → indexes → views → stored procedures → triggers → events. See Database Setup.
4

Log In

Navigate to your configured URL, log in with admin credentials, and begin registering users and credit products. See Authentication.
CashMan H.A. uses the America/El_Salvador timezone (UTC-6) by default. Update this in cGestionesCashman.php if your deployment is in a different region.

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