0f58a51c6d
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>
124 lines
5.5 KiB
HTML
124 lines
5.5 KiB
HTML
{{define "content"}}
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{{$d := .}}
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<div style="display:flex; justify-content:space-between; align-items:center; margin-bottom:24px; flex-wrap:wrap; gap:12px;">
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<div>
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<div style="font-size:12px; color:var(--text3); margin-bottom:4px;">
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<a href="/orgs" style="color:var(--text3); text-decoration:none;">Orgs</a> /
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<a href="/orgs/{{$d.Org.Slug}}" style="color:var(--text3); text-decoration:none;">{{$d.Org.Name}}</a> /
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<a href="/orgs/{{$d.Org.Slug}}/years/{{$d.FiscalYear.ID}}/events" style="color:var(--text3); text-decoration:none;">{{$d.FiscalYear.Label}}</a> / Analysis
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</div>
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<h1>Plan vs Actual</h1>
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</div>
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<div style="display:flex; gap:8px;">
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<a href="/orgs/{{$d.Org.Slug}}/years/{{$d.FiscalYear.ID}}/report" class="btn btn-outline btn-sm">Year-end report</a>
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</div>
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</div>
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<!-- Year selector -->
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<div style="display:flex; gap:6px; flex-wrap:wrap; margin-bottom:20px;">
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{{range $d.FiscalYears}}
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<a href="/orgs/{{$d.Org.Slug}}/years/{{.ID}}/analysis" style="padding:5px 12px; border-radius:20px; text-decoration:none; font-size:12px; font-weight:600;
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{{if eq $d.FiscalYear.ID .ID}}background:var(--accent);color:#000;{{else}}background:var(--bg3);color:var(--text3);{{end}}">
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{{.Label}}
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</a>
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{{end}}
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</div>
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<!-- Summary totals -->
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<div style="display:grid; grid-template-columns:repeat(4,1fr); gap:16px; margin-bottom:28px;">
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<div class="card value-card animate-on-scroll">
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<h2>Planned income</h2>
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<div class="value" style="color:var(--green); font-size:22px;">{{cents $d.TotalPlannedIncome}}</div>
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</div>
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<div class="card value-card animate-on-scroll">
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<h2>Actual income</h2>
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<div class="value" style="font-size:22px; color:{{varColor $d.TotalPlannedIncome $d.TotalActualIncome}};">{{cents $d.TotalActualIncome}}</div>
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<div style="font-size:11px; color:var(--text3); margin-top:4px;">
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{{if $d.TotalPlannedIncome}}{{cents (sub $d.TotalActualIncome $d.TotalPlannedIncome)}} vs plan{{end}}
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</div>
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</div>
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<div class="card value-card animate-on-scroll">
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<h2>Planned expense</h2>
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<div class="value" style="color:var(--red); font-size:22px;">{{cents $d.TotalPlannedExpense}}</div>
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</div>
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<div class="card value-card animate-on-scroll">
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<h2>Actual expense</h2>
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<div class="value" style="font-size:22px; color:{{varColor $d.TotalPlannedExpense $d.TotalActualExpense}};">{{cents $d.TotalActualExpense}}</div>
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<div style="font-size:11px; color:var(--text3); margin-top:4px;">
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{{if $d.TotalPlannedExpense}}{{cents (sub $d.TotalActualExpense $d.TotalPlannedExpense)}} vs plan{{end}}
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</div>
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</div>
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</div>
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<!-- By event -->
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<h2 style="margin-bottom:12px;">By event</h2>
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{{if $d.EventRows}}
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<div class="card animate-on-scroll" style="padding:0; overflow:hidden; margin-bottom:28px;">
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<table>
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<thead>
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<tr>
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<th>Event</th>
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<th style="text-align:right;">Planned income</th>
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<th style="text-align:right;">Actual income</th>
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<th style="text-align:right;">Planned expense</th>
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<th style="text-align:right;">Actual expense</th>
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<th style="text-align:right;">Variance</th>
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</tr>
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</thead>
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<tbody>
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{{range $d.EventRows}}
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{{$netPlan := sub .PlannedIncome .PlannedExpense}}
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{{$netActual := sub .ActualIncome .ActualExpense}}
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<tr>
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<td style="font-weight:600;">
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<a href="/orgs/{{$d.Org.Slug}}/years/{{$d.FiscalYear.ID}}/events/{{.Event.ID}}" style="color:var(--text); text-decoration:none;">{{.Event.Name}}</a>
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</td>
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<td style="text-align:right; color:var(--green); font-size:13px;">{{cents .PlannedIncome}}</td>
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<td style="text-align:right; font-size:13px; color:{{varColor .PlannedIncome .ActualIncome}};">{{cents .ActualIncome}}</td>
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<td style="text-align:right; color:var(--red); font-size:13px;">{{cents .PlannedExpense}}</td>
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<td style="text-align:right; font-size:13px; color:{{varColor .PlannedExpense .ActualExpense}};">{{cents .ActualExpense}}</td>
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<td style="text-align:right; font-size:13px; font-weight:600; color:{{if ge $netActual $netPlan}}var(--green){{else}}var(--red){{end}};">
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{{cents (sub $netActual $netPlan)}}
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</td>
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</tr>
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{{end}}
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</tbody>
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</table>
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</div>
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{{else}}
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<p style="color:var(--text3); font-size:13px; margin-bottom:28px;">No events in this fiscal year.</p>
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{{end}}
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<!-- By team -->
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<h2 style="margin-bottom:12px;">By team</h2>
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{{if $d.TeamRows}}
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<div class="card animate-on-scroll" style="padding:0; overflow:hidden;">
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<table>
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<thead>
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<tr>
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<th>Team</th>
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<th style="text-align:right;">Planned income</th>
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<th style="text-align:right;">Actual income</th>
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<th style="text-align:right;">Planned expense</th>
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<th style="text-align:right;">Actual expense</th>
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</tr>
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</thead>
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<tbody>
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{{range $d.TeamRows}}
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<tr>
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<td style="font-weight:600;">{{.Team.Name}}</td>
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<td style="text-align:right; color:var(--green); font-size:13px;">{{cents .PlannedIncome}}</td>
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<td style="text-align:right; font-size:13px; color:{{varColor .PlannedIncome .ActualIncome}};">{{cents .ActualIncome}}</td>
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<td style="text-align:right; color:var(--red); font-size:13px;">{{cents .PlannedExpense}}</td>
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<td style="text-align:right; font-size:13px; color:{{varColor .PlannedExpense .ActualExpense}};">{{cents .ActualExpense}}</td>
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</tr>
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{{end}}
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</tbody>
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</table>
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</div>
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{{else}}
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<p style="color:var(--text3); font-size:13px;">No teams configured.</p>
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{{end}}
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{{end}}
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