BackspaceX Finance Manager

=== BackspaceX Finance Manager === Contributors: backspacex Tags: finance, accounting, alumni, income, expense, reports Requires at least: 6.5 Tested up to: 6.8 Requires PHP: 8.0 Stable tag: 1.6.1 License: GPLv2 or later

Finance management and public transparency system for organizations.

== Features ==

• Income and expense transactions
• Categories and subcategories
• Events and event budgets
• Monthly, yearly, category and event reports
• CSV and Excel export
• Print-friendly reports with browser Save as PDF
• Frontend shortcodes
• Settings and audit logs

== Shortcodes == [bsxfm_summary] [bsxfm_report year="2026"] [bsxfm_event_report event_id="1"] [bsxfm_transactions limit="20"]

== Frontend Finance Portal == Use this shortcode on a public WordPress page: [bsxfm_finance]

Optional attributes: [bsxfm_finance title="Financial Transparency" transaction_limit="20" show_monthly="yes" show_categories="yes" show_events="yes" show_transactions="yes"]

== 1.1.0 ==

• Added logged-in-only and role-based frontend access control.
• Added Alumni Member, Treasurer, President, Auditor and Executive Committee roles.
• Added login and registration prompts for restricted reports.

== Changelog ==

= 1.1.0 =

• Added improved Reports dashboard.
• Added transaction type filter.
• Added CSV export with category and event names.
• Added Excel-compatible export.
• Added print-friendly report and Save as PDF workflow.

= 1.2.0 =

• Added monthly income vs expense line chart.
• Added five-year yearly comparison chart.
• Added income category donut chart.
• Added expense category donut chart.
• Added charts to Finance Dashboard and Reports.
• Added responsive frontend charts to [bsxfm_finance].
• Charts use lightweight native SVG with no external CDN.

= 1.3.0 =

• Added Bank and Cash Account Management.
• Added Mobile Banking and Other Account types.
• Added Fund Management.
• Added Opening Balance and automatically calculated Closing Balance.
• Added account-wise income and expense totals.
• Added fund-wise income and expense totals.
• Added Account and Fund selectors to transactions.
• Added default Cash Account and General Fund.
• Added [bsxfm_accounts] shortcode.
• Added [bsxfm_funds] shortcode.
• Added audit logging for account and fund changes.

= 1.4.0 =

• Added voucher, receipt and bill attachment selection from the WordPress Media Library.
• Added JPG, PNG, WebP, GIF and PDF attachment support.
• Added image thumbnail and PDF/document preview in the transaction form.
• Added Change Attachment and Remove Attachment controls.
• Added secure attachment MIME validation when transactions are saved.
• Added optional voucher links to frontend transaction tables.
• Added [bsxfm_voucher transaction_id="1"] shortcode.
• Added attachment setting under Finance Manager Settings.

= 1.5.0 =

• Added complete Audit Log administration page.
• Added user, action, record type, record ID and date-range filters.
• Added searchable activity history.
• Added field-by-field Before and After change comparison.
• Added created-data and deleted-data detail views.
• Added user name, email, IP address and browser information.
• Added 30-day audit summary cards.
• Added filtered Audit Log CSV export.
• Added pagination and responsive Audit Log layout.
• Added role-protected Audit Log access for administrators, presidents and auditors.

= 1.5.1 =

• Fixed a frontend fatal error caused by an undefined $page variable in class-assets.php.
• Restricted voucher attachment localization to Finance admin pages only.

= 1.5.2 =

• Fixed the remaining frontend fatal error in class-assets.php.
• Removed all admin voucher attachment data from frontend script localization.
• Restored voucher attachment data to the Finance Transactions admin page only.

= 1.6.0 =

• Added print-ready Money Receipt for income transactions.
• Added print-ready Payment Voucher for expense transactions.
• Added automatic document numbers based on transaction numbers.
• Added organization logo, name, tagline and website to documents.
• Added amount in words.
• Added category, event, account, fund, payment method and reference details.
• Added supporting voucher/bill attachment link to printed documents.
• Added Treasurer, preparer and payer/receiver signature lines.
• Added browser Print / Save PDF support.
• Added transaction-edit document buttons.
• Added [bsxfm_money_receipt transaction_id="1"] shortcode.
• Added [bsxfm_payment_voucher transaction_id="2"] shortcode.

= 1.6.1 =

• Fixed invalid transaction errors when opening Money Receipts or Payment Vouchers.
• Fixed HTML-encoded ampersands in generated print URLs.
• Generated nonce and query parameters are now safe for JavaScript and browser navigation.