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Author SHA1 Message Date
Gonçalo Rodrigues
1fce3b36aa 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>
 2026-06-14 16:15:55 +01:00
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