Gonçalo Rodrigues
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0f58a51c6d
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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>
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2026-06-14 12:58:47 +01:00 |
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