CashMan H.A. (S.A. de C.V.) is an open-source financial and online banking platform built in PHP 8.1 that simulates the core workflows of a real banking institution. It supports three loan product types — personal, mortgage, and vehicle — each with their own interest-rate bands, maximum financing amounts, and eligibility rules. Beyond lending, the system provides personal savings accounts with full deposit, withdrawal, and transfer capabilities, automated PDF contract and statement generation, an internal messaging system, and automatic delinquency tracking with daily late-payment fees. The entire platform is divided into five role-gated portals so that administrators, executives, managers, customer-service agents, and clients each interact with a purpose-built interface suited to their responsibilities.Documentation Index
Fetch the complete documentation index at: https://mintlify.com/DanielRivera03/SistemaBancario/llms.txt
Use this file to discover all available pages before exploring further.
Key Features
Multi-Role Access Control
Five independent portals — Administrator, Presidency, Management, Customer Service, and Client — each secured by PHP session-based role checks on every route. Unauthorized access attempts are automatically redirected.
Credit Lifecycle Management
Full end-to-end loan workflow covering application, first-level review (Gerencia), final approval (Presidencia), monthly installment scheduling, payment processing, restructuring, denial, and delinquency tracking with automatic daily mora charges.
Savings Account Operations
Open personal savings accounts, perform deposits and withdrawals, transfer funds to other registered accounts via a two-step verification email code, and query full transaction history with printable statements.
AJAX-Driven UI
All dynamic data loads and form submissions use jQuery/AJAX, keeping navigation fast and page refreshes minimal. Bootstrap provides the responsive layout across all five role portals.
PDF Contract & Statement Generation
FPDF produces on-demand PDF contracts for each loan product type (personal, mortgage, vehicle), payment receipts, and account statements — all branded and printable directly from the browser.
Internal Messaging System
Users can compose and receive messages to and from other platform users, view inbox and sent items, and receive automatic system notifications for key events such as loan status changes and fund transfers.
Tech Stack
| Layer | Technology |
|---|---|
| Language | PHP 8.1 |
| Database | MySQL / MariaDB |
| Architecture | MVC (Model-View-Controller) |
| Frontend | jQuery / AJAX, Bootstrap |
| PHPMailer (SMTP) | |
| PDF Generation | FPDF |
| Weather Widget | OpenWeatherMap API |
| Routing (Composer) | bramus/router ~1.6 |
| Number-to-Words | luecano/numero-a-letras ^3.0 |
The codebase contains no inline SQL. Every database interaction calls a MySQL stored procedure via
mysqli_query(). The cashmanha schema ships with 21 tables, 148 stored procedures, 67 views, 21 triggers, and 5 scheduled events.Database at a Glance
| Asset | Count |
|---|---|
| Tables | 21 |
| Stored Procedures | 148 |
| Views | 67 |
| Triggers | 21 |
| Scheduled Events | 5 |