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Author	SHA1	Message	Date
Gonçalo Rodrigues	0f58a51c6d	feat(finance): org Phases 2-5 — events, requests, ledger, analysis, report (#20 ) Phase 2 — Event planning: - Create/edit/delete/submit events per fiscal year - Budget lines (income + expense) with planned amounts - Admin review flow: approve / reject / comment - Post-mortem feedback comments on closed years Phase 3 — Transaction requests: - 5 types: reimbursement, purchase_order, cash_advance, income, budget_transfer - Full status machine with append-only StatusLog audit trail - PO delivery sub-form (actual vendor, amount, invoice note) - Cash advance settlement sub-form (spent + returned) - Ledger view per fiscal year with income/expense summary - Bank CSV import: parse → preview → confirm → ledger entries Phase 4 — Plan vs actual analysis: - Variance table by event (planned vs actual income/expense) - Variance table by team Phase 5 — Year-end report: - Executive summary with net variance - Per-event section: budget lines + team feedback comments - Feedback form available on closed fiscal years Supporting changes: - New store methods: getLedgerEntries, createLedgerEntry, updateLedgerEntry, getAttachments, createAttachment - New template funcs: dateInput, statusColor, varColor - parseEuroAmount + parseBankCSV helpers in handler_org.go Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local> Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-14 12:58:47 +01:00
Gonçalo Rodrigues	6ed848a001	feat(finance): org management scaffold — Phase 1 Adds multi-tenant organisation support inside the existing finance namespace. Users can create organisations, invite others via a copy-paste token link, and manage teams/members with RBAC (admin, finance, member, viewer). Fiscal year lifecycle is gated: activation requires all planned events to be approved first. All org data lives in `org_`-prefixed MongoDB collections. New files: - models_org.go — domain types (Org, OrgTeam, OrgMember, OrgInvite, FiscalYear, OrgEvent, BudgetLine, EventComment, TxRequest with full StatusLog audit trail, etc.) - store_org.go — MongoDB store methods for all org collections - handler_org.go — HTTP handlers + RegisterOrgRoutes(); join invite route lives at /join/{token} to avoid ServeMux conflict with /orgs/{slug}/... wildcard routes - templates/org_*.html — list, create, home, teams, members, invite, join Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-14 12:43:48 +01:00

Author

SHA1

Message

Date

Gonçalo Rodrigues

0f58a51c6d

feat(finance): org Phases 2-5 — events, requests, ledger, analysis, report (#20 )

Phase 2 — Event planning:
- Create/edit/delete/submit events per fiscal year
- Budget lines (income + expense) with planned amounts
- Admin review flow: approve / reject / comment
- Post-mortem feedback comments on closed years

Phase 3 — Transaction requests:
- 5 types: reimbursement, purchase_order, cash_advance, income, budget_transfer
- Full status machine with append-only StatusLog audit trail
- PO delivery sub-form (actual vendor, amount, invoice note)
- Cash advance settlement sub-form (spent + returned)
- Ledger view per fiscal year with income/expense summary
- Bank CSV import: parse → preview → confirm → ledger entries

Phase 4 — Plan vs actual analysis:
- Variance table by event (planned vs actual income/expense)
- Variance table by team

Phase 5 — Year-end report:
- Executive summary with net variance
- Per-event section: budget lines + team feedback comments
- Feedback form available on closed fiscal years

Supporting changes:
- New store methods: getLedgerEntries, createLedgerEntry, updateLedgerEntry,
  getAttachments, createAttachment
- New template funcs: dateInput, statusColor, varColor
- parseEuroAmount + parseBankCSV helpers in handler_org.go

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

2026-06-14 12:58:47 +01:00

Gonçalo Rodrigues

6ed848a001

feat(finance): org management scaffold — Phase 1

Adds multi-tenant organisation support inside the existing finance namespace.
Users can create organisations, invite others via a copy-paste token link,
and manage teams/members with RBAC (admin, finance, member, viewer).
Fiscal year lifecycle is gated: activation requires all planned events to
be approved first. All org data lives in `org_`-prefixed MongoDB collections.

New files:
- models_org.go      — domain types (Org, OrgTeam, OrgMember, OrgInvite,
                       FiscalYear, OrgEvent, BudgetLine, EventComment,
                       TxRequest with full StatusLog audit trail, etc.)
- store_org.go       — MongoDB store methods for all org collections
- handler_org.go     — HTTP handlers + RegisterOrgRoutes(); join invite
                       route lives at /join/{token} to avoid ServeMux
                       conflict with /orgs/{slug}/... wildcard routes
- templates/org_*.html — list, create, home, teams, members, invite, join

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

2026-06-14 12:43:48 +01:00

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