feat: add checkable goals list to org events (#24)

Goals are stored as EventGoal items embedded in the event document.
During active fiscal years, members can check/uncheck goals inline.
Goals can be added and deleted while the event is not yet approved.

Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>

apps/finance/services/api/main/handler.go

@@ -284,6 +284,9 @@ type storeIface interface {
 	createEvent(ctx context.Context, e *OrgEvent) error
 	updateEvent(ctx context.Context, eventID, orgID string, update bson.M) error
 	deleteEvent(ctx context.Context, eventID, orgID string) error
+	addGoalItem(ctx context.Context, eventID, orgID string, goal EventGoal) error
+	toggleGoalItem(ctx context.Context, eventID, orgID, goalID string, done bool, doneBy string) error
+	deleteGoalItem(ctx context.Context, eventID, orgID, goalID string) error
 	getBudgetLines(ctx context.Context, eventID, orgID string) ([]BudgetLine, error)
 	createBudgetLine(ctx context.Context, l *BudgetLine) error
 	deleteBudgetLine(ctx context.Context, lineID, orgID string) error

apps/finance/services/api/main/handler_org.go

@@ -891,6 +891,77 @@ func (h *Handler) OrgEventFeedback(w http.ResponseWriter, r *http.Request) {
 	})(w, r)
 }
 
+// ── Goal items ────────────────────────────────────────────────────────────────
+
+func (h *Handler) OrgGoalAdd(w http.ResponseWriter, r *http.Request) {
+	h.requireOrgMember(func(w http.ResponseWriter, r *http.Request, org *Org, me *OrgMember) {
+		ctx := r.Context()
+		yearID := r.PathValue("year_id")
+		eventID := r.PathValue("event_id")
+
+		text := strings.TrimSpace(r.FormValue("text"))
+		if text == "" {
+			http.Error(w, "goal text required", http.StatusBadRequest)
+			return
+		}
+		goal := EventGoal{
+			ID:   bson.NewObjectID().Hex(),
+			Text: text,
+		}
+		if err := h.store.addGoalItem(ctx, eventID, org.ID, goal); err != nil {
+			slog.Error("add goal item", "err", err)
+			http.Error(w, "could not add goal", http.StatusInternalServerError)
+			return
+		}
+		http.Redirect(w, r, "/orgs/"+org.Slug+"/years/"+yearID+"/events/"+eventID, http.StatusSeeOther)
+	})(w, r)
+}
+
+func (h *Handler) OrgGoalToggle(w http.ResponseWriter, r *http.Request) {
+	h.requireOrgMember(func(w http.ResponseWriter, r *http.Request, org *Org, me *OrgMember) {
+		ctx := r.Context()
+		yearID := r.PathValue("year_id")
+		eventID := r.PathValue("event_id")
+		goalID := r.PathValue("goal_id")
+
+		// Only allow toggling when fiscal year is active
+		year, err := h.store.getFiscalYear(ctx, yearID, org.ID)
+		if err != nil || year.Status != FiscalYearActive {
+			http.Error(w, "goals can only be checked during an active fiscal year", http.StatusConflict)
+			return
+		}
+
+		done := r.FormValue("done") == "1"
+		if err := h.store.toggleGoalItem(ctx, eventID, org.ID, goalID, done, me.ID); err != nil {
+			slog.Error("toggle goal item", "err", err)
+			http.Error(w, "could not update goal", http.StatusInternalServerError)
+			return
+		}
+		http.Redirect(w, r, "/orgs/"+org.Slug+"/years/"+yearID+"/events/"+eventID, http.StatusSeeOther)
+	})(w, r)
+}
+
+func (h *Handler) OrgGoalDelete(w http.ResponseWriter, r *http.Request) {
+	h.requireOrgMember(func(w http.ResponseWriter, r *http.Request, org *Org, me *OrgMember) {
+		ctx := r.Context()
+		yearID := r.PathValue("year_id")
+		eventID := r.PathValue("event_id")
+		goalID := r.PathValue("goal_id")
+
+		ev, err := h.store.getEvent(ctx, eventID, org.ID)
+		if err != nil {
+			http.Error(w, "event not found", http.StatusNotFound)
+			return
+		}
+		if ev.Status == EventApproved {
+			http.Error(w, "cannot remove goals from an approved event", http.StatusConflict)
+			return
+		}
+		_ = h.store.deleteGoalItem(ctx, eventID, org.ID, goalID)
+		http.Redirect(w, r, "/orgs/"+org.Slug+"/years/"+yearID+"/events/"+eventID, http.StatusSeeOther)
+	})(w, r)
+}
+
 // ── Budget lines ──────────────────────────────────────────────────────────────
 
 func (h *Handler) OrgBudgetLineCreate(w http.ResponseWriter, r *http.Request) {
@@ -1866,6 +1937,9 @@ func (h *Handler) RegisterOrgRoutes(mux *http.ServeMux) {
 	mux.HandleFunc("POST /orgs/{slug}/years/{year_id}/events/{event_id}/feedback",                h.OrgEventFeedback)
 	mux.HandleFunc("POST /orgs/{slug}/years/{year_id}/events/{event_id}/budget",                  h.OrgBudgetLineCreate)
 	mux.HandleFunc("POST /orgs/{slug}/years/{year_id}/events/{event_id}/budget/{line_id}/delete", h.OrgBudgetLineDelete)
+	mux.HandleFunc("POST /orgs/{slug}/years/{year_id}/events/{event_id}/goals",                   h.OrgGoalAdd)
+	mux.HandleFunc("POST /orgs/{slug}/years/{year_id}/events/{event_id}/goals/{goal_id}/toggle",  h.OrgGoalToggle)
+	mux.HandleFunc("POST /orgs/{slug}/years/{year_id}/events/{event_id}/goals/{goal_id}/delete",  h.OrgGoalDelete)
 
 	// Analysis & report
 	mux.HandleFunc("GET /orgs/{slug}/years/{year_id}/analysis", h.OrgAnalysis)

apps/finance/services/api/main/handler_test.go

@@ -207,6 +207,11 @@ func (m *mockStore) getEvent(_ context.Context, _, _ string) (*OrgEvent, error)
 func (m *mockStore) createEvent(_ context.Context, _ *OrgEvent) error                  { return nil }
 func (m *mockStore) updateEvent(_ context.Context, _, _ string, _ bson.M) error        { return nil }
 func (m *mockStore) deleteEvent(_ context.Context, _, _ string) error                  { return nil }
+func (m *mockStore) addGoalItem(_ context.Context, _, _ string, _ EventGoal) error     { return nil }
+func (m *mockStore) toggleGoalItem(_ context.Context, _, _, _ string, _ bool, _ string) error {
+	return nil
+}
+func (m *mockStore) deleteGoalItem(_ context.Context, _, _, _ string) error            { return nil }
 func (m *mockStore) getBudgetLines(_ context.Context, _, _ string) ([]BudgetLine, error) { return nil, nil }
 func (m *mockStore) createBudgetLine(_ context.Context, _ *BudgetLine) error            { return nil }
 func (m *mockStore) deleteBudgetLine(_ context.Context, _, _ string) error              { return nil }

apps/finance/services/api/main/models_org.go

@@ -100,6 +100,16 @@ const (
 	EventRejected EventStatus = "rejected"
 )
 
+// EventGoal is a single checkable item in an event's goal list.
+// Done can be toggled by any org member while the fiscal year is active.
+type EventGoal struct {
+	ID      string    `bson:"id"                 json:"id"`
+	Text    string    `bson:"text"               json:"text"`
+	Done    bool      `bson:"done"               json:"done"`
+	DoneBy  string    `bson:"done_by,omitempty"  json:"done_by,omitempty"`
+	DoneAt  time.Time `bson:"done_at,omitempty"  json:"done_at,omitempty"`
+}
+
 type OrgEvent struct {
 	ID           string      `bson:"_id"           json:"id"`
 	OrgID        string      `bson:"org_id"        json:"org_id"`
@@ -108,6 +118,7 @@ type OrgEvent struct {
 	Name         string      `bson:"name"          json:"name"`
 	Description  string      `bson:"description"   json:"description"`
 	Goals        string      `bson:"goals"         json:"goals"`
+	GoalItems    []EventGoal `bson:"goal_items"    json:"goal_items"`
 	DateStart    time.Time   `bson:"date_start"    json:"date_start"`
 	DateEnd      time.Time   `bson:"date_end"      json:"date_end"`
 	Status       EventStatus `bson:"status"        json:"status"`

apps/finance/services/api/main/store_org.go

@@ -406,6 +406,47 @@ func (s *Store) updateEvent(ctx context.Context, eventID, orgID string, update b
 	return err
 }
 
+func (s *Store) addGoalItem(ctx context.Context, eventID, orgID string, goal EventGoal) error {
+	ctx, span := mongo.StartSpan(ctx, "Store.addGoalItem")
+	defer span.End()
+	_, err := s.orgEvents().UpdateOne(ctx,
+		bson.M{"_id": eventID, "org_id": orgID},
+		bson.M{"$push": bson.M{"goal_items": goal}},
+	)
+	return err
+}
+
+func (s *Store) toggleGoalItem(ctx context.Context, eventID, orgID, goalID string, done bool, doneBy string) error {
+	ctx, span := mongo.StartSpan(ctx, "Store.toggleGoalItem")
+	defer span.End()
+	set := bson.M{
+		"goal_items.$[g].done":    done,
+		"goal_items.$[g].done_by": doneBy,
+	}
+	if done {
+		set["goal_items.$[g].done_at"] = time.Now()
+	} else {
+		set["goal_items.$[g].done_at"] = time.Time{}
+		set["goal_items.$[g].done_by"] = ""
+	}
+	_, err := s.orgEvents().UpdateOne(ctx,
+		bson.M{"_id": eventID, "org_id": orgID},
+		bson.M{"$set": set},
+		options.UpdateOne().SetArrayFilters([]any{bson.M{"g.id": goalID}}),
+	)
+	return err
+}
+
+func (s *Store) deleteGoalItem(ctx context.Context, eventID, orgID, goalID string) error {
+	ctx, span := mongo.StartSpan(ctx, "Store.deleteGoalItem")
+	defer span.End()
+	_, err := s.orgEvents().UpdateOne(ctx,
+		bson.M{"_id": eventID, "org_id": orgID},
+		bson.M{"$pull": bson.M{"goal_items": bson.M{"id": goalID}}},
+	)
+	return err
+}
+
 func (s *Store) deleteEvent(ctx context.Context, eventID, orgID string) error {
 	ctx, span := mongo.StartSpan(ctx, "Store.deleteEvent")
 	defer span.End()

apps/finance/services/api/main/templates/org_event_detail.html

@@ -127,12 +127,46 @@
         <p style="font-size:13px; color:var(--text2); line-height:1.6;">{{$d.Event.Description}}</p>
       </div>
       {{end}}
-      {{if $d.Event.Goals}}
       <div>
-        <div style="color:var(--text3); font-size:11px; font-weight:700; letter-spacing:.06em; margin-bottom:6px;">GOALS</div>
+        <div style="color:var(--text3); font-size:11px; font-weight:700; letter-spacing:.06em; margin-bottom:8px;">GOALS</div>
-        <p style="font-size:13px; color:var(--text2); line-height:1.6;">{{$d.Event.Goals}}</p>
+        {{if $d.Event.GoalItems}}
+        <ul style="list-style:none; padding:0; margin:0 0 10px;">
+          {{range $d.Event.GoalItems}}
+          {{$goal := .}}
+          <li style="display:flex; align-items:center; gap:8px; padding:5px 0; border-bottom:1px solid var(--border2);">
+            {{if eq (print $d.FiscalYear.Status) "active"}}
+            <form method="POST" action="/orgs/{{$d.Org.Slug}}/years/{{$d.FiscalYear.ID}}/events/{{$d.Event.ID}}/goals/{{$goal.ID}}/toggle" style="display:contents;">
+              {{if $goal.Done}}
+              <input type="hidden" name="done" value="0">
+              <button type="submit" style="background:none;border:none;cursor:pointer;padding:0;color:var(--accent);" title="Mark undone">✅</button>
+              {{else}}
+              <input type="hidden" name="done" value="1">
+              <button type="submit" style="background:none;border:none;cursor:pointer;padding:0;color:var(--text3);" title="Mark done">⬜</button>
+              {{end}}
+            </form>
+            {{else}}
+              {{if $goal.Done}}<span>✅</span>{{else}}<span style="color:var(--text3);">⬜</span>{{end}}
+            {{end}}
+            <span style="flex:1; font-size:13px; {{if $goal.Done}}text-decoration:line-through; color:var(--text3);{{end}}">{{$goal.Text}}</span>
+            {{if $goal.Done}}<span style="font-size:11px; color:var(--text3);">by {{$goal.DoneBy}}</span>{{end}}
+            {{if and (ne (print $d.Event.Status) "approved") (not $goal.Done)}}
+            <form method="POST" action="/orgs/{{$d.Org.Slug}}/years/{{$d.FiscalYear.ID}}/events/{{$d.Event.ID}}/goals/{{$goal.ID}}/delete">
+              <button type="submit" style="background:none;border:none;cursor:pointer;font-size:12px;color:var(--text3);" title="Remove goal">✕</button>
+            </form>
+            {{end}}
+          </li>
+          {{end}}
+        </ul>
+        {{else}}
+        <p style="font-size:13px; color:var(--text3); margin:0 0 10px;">No goals yet.</p>
+        {{end}}
+        {{if ne (print $d.Event.Status) "approved"}}
+        <form method="POST" action="/orgs/{{$d.Org.Slug}}/years/{{$d.FiscalYear.ID}}/events/{{$d.Event.ID}}/goals" style="display:flex; gap:8px;">
+          <input name="text" placeholder="Add a goal…" style="flex:1;" required>
+          <button type="submit" class="btn btn-outline btn-sm">Add</button>
+        </form>
+        {{end}}
       </div>
-      {{end}}
     </div>
 
     <!-- Budget lines -->