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Documentation Index

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The Client role provides a focused, read-oriented portal for end users to monitor their financial status and perform limited self-service operations. Clients interact with the platform to track their active or historical credits, view their transaction history, communicate via internal messaging, and initiate transfers — without any access to administrative, approval, or account-management functions.

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Dashboard

The Client dashboard is served at ?cashmanhagestion=inicioclientes and is restricted to users whose id_rol equals 5. On load, the controller calls:
  • MostrarListadoNotificacionesRecortadaRecibidasUsuarios($IdUsuarios) — loads the client’s personal notification badge and dropdown in the top navigation bar
  • ConsultarListadoUltimasTrasacciones_PortalClientes($IdUsuarios) — displays the client’s own last 51 transactions in the dashboard table
  • ConsultarAvanceCreditos_ClientesCashmanhaInterfaz($IdUsuarios) — invokes ConsultarAvanceCreditosClientes_InterfazInicioClientes() to power the credit progress bar, showing how far along the client is in paying off their active credit
If $_SESSION['comprobar_iniciosesion_primeravez'] equals "si", the platform redirects the client to ?cashmanhagestion=gestiones-nuevos-usuarios-registrados before allowing dashboard access. This first-login flow requires the client to set up their own credentials (replacing the auto-generated password issued at registration) before they can use any other portal feature.

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Access Control Flags

Three session flags — populated from the usuarios table at login — control which sections of the Client portal are accessible:
FlagSession keyMeaning
habilitarsistema$_SESSION['habilitar_sistema']Must be "si" for the client to access the full portal; set to "si" when a credit is approved
poseecuenta$_SESSION['comprobacioncuenta_ahorros']Indicates whether the client has a registered savings account
poseecredito$_SESSION['comprobacioncreditos_clientes']Indicates whether the client has an active or historical credit

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Available Features

The Client portal contains 13 view files in vista/Clientes/:

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Credit Views

Active Credit Statement

File: estado-cuenta-nuevos-creditos-clientes-portal-clientes.phpDisplays the full account statement for the client’s current active credit: outstanding balance, monthly installment amount, payment history, and contract details.

Historical Credit Records

File: consulta-creditos-historicos-portalclientes.phpLists all completed or previously active credits associated with the client’s account.

Cancelled Credit Detail

File: consulta-especifica-solicitud-credito-cancelada-clientes-historico-portalclientes.phpProvides a detailed view of a specific cancelled credit from the client’s history.

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Transfers

Inter-account transfers follow a two-step flow:
1

Initiate the Transfer

The client enters the destination account number and the amount to transfer in registro-transferencia-otras-cuentas-portal-clientes.php.
2

Validate and Confirm

The platform prompts for a one-time security code in validacion-datos-transferencias-cuentas-clientes-portal-clientes.php. The transfer is finalized only after the code is confirmed.

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Transaction History

FilePurpose
consulta-general-mis-transacciones-clientes-procesadas-portal-clientes.phpComplete personal transaction history
consulta-especifica-listado-transacciones-cuentas-clientes-portal-clientes.phpDrill-down view of a specific transaction

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Messaging

FilePurpose
mensajeria-usuarios-cashmanha-clientes.phpInternal messaging inbox — view all received messages
detalle-mensajes-usuarios-mensajeria-clientes.phpRead a specific message thread

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Notifications

File: notificaciones-recibidas-usuarios-clientes.php Displays all notifications received by the client, including payment confirmations (pagorecibido) and new message alerts (nuevomensaje). Clients can dismiss notifications from this view.

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Platform Issue Reporting

File: registro-reportes-fallos-plataforma-usuarios-clientes.php Allows clients to submit reports about bugs or platform issues they encounter. Reports submitted here appear in the Administrator and Presidency fault report queues.

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Profile

File: perfil-clientes.php Displays the client’s personal profile and allows updating contact information and account configuration.

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Restrictions

Client accounts are strictly isolated. Clients cannot view other clients’ data, approve or deny any credit application, process transactions on behalf of others, open or manage savings accounts for any user, access any administrative or management route, or register new system users. All data queries in the Client portal are filtered by the client’s own id_usuario session value.

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Key Routes

RoutePurpose
?cashmanhagestion=inicioclientesClient dashboard
?cashmanhagestion=perfilclientesClient profile
?cashmanhagestion=impresion-estado-cuenta-cuotas-nuevos-creditos-portal-clientesActive credit statement
?cashmanhagestion=listado-general-creditos-historicos-portalclientesHistorical credit records
?cashmanhagestion=consulta-general-mis-transacciones-procesadas-portal-clientePersonal transaction history
?cashmanhagestion=transferencia-otras-cuentas-clientes-portal-clientesInitiate transfer
?cashmanhagestion=mensajeria-cashmanha-usuarios-clientesMessaging inbox
?cashmanhagestion=visualizar-mis-notificaciones-usuarios-clientesView notifications
?cashmanhagestion=registrar-ticket-problema-plataforma-clientesSubmit platform issue report
?cashmanhagestion=gestiones-nuevos-usuarios-registradosFirst-login credential setup

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