# Phase 5: User and Family Cardex

## Objective

Deliver full operational cardex for users and families, including financial and booking/order history.

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## Tasks

### 5.1 User cardex

- Identity, status, tags.
- Bookings history.
- Orders and invoices history.
- Access log history.
- Financial summary block.

### 5.2 Family cardex

- Family profile and members list.
- Aggregated history views (bookings/orders).
- Family wallet as active wallet context.
- Member wallet displayed as historical (pre-family join) context.

### 5.3 Quick actions

- Start order flow from cardex.
- Send invoice.
- Open payment link flow.

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## File Impact (Expected)

- `app/Filament/V2/Pages/Cardex/User*`
- `app/Filament/V2/Pages/Cardex/Family*`
- `app/Actions/AdminV2/Cardex/User*`
- `app/Actions/AdminV2/Cardex/Family*`

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## Acceptance Criteria

- Staff can handle user/family support workflows from one screen.
- Financial view respects family wallet rules.
- Quick actions open the correct operational workflows.

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## Tests

- User cardex data integrity tests.
- Family wallet logic tests.
- Quick-action routing tests.