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>
90 lines
3.6 KiB
HTML
90 lines
3.6 KiB
HTML
{{define "content"}}
|
|
{{$d := .}}
|
|
|
|
<div style="display:flex; justify-content:space-between; align-items:center; margin-bottom:24px; flex-wrap:wrap; gap:12px;">
|
|
<div>
|
|
<div style="font-size:12px; color:var(--text3); margin-bottom:4px;">
|
|
<a href="/orgs" style="color:var(--text3); text-decoration:none;">Orgs</a> /
|
|
<a href="/orgs/{{$d.Org.Slug}}" style="color:var(--text3); text-decoration:none;">{{$d.Org.Name}}</a> / Ledger
|
|
</div>
|
|
<h1>Ledger</h1>
|
|
</div>
|
|
<div style="display:flex; gap:8px; flex-wrap:wrap;">
|
|
<a href="/orgs/{{$d.Org.Slug}}/ledger/import" class="btn btn-outline btn-sm">Import bank CSV</a>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Year selector -->
|
|
<div style="display:flex; gap:6px; flex-wrap:wrap; margin-bottom:20px;">
|
|
{{range $d.FiscalYears}}
|
|
<a href="?year_id={{.ID}}" style="padding:5px 12px; border-radius:20px; text-decoration:none; font-size:12px; font-weight:600;
|
|
{{if and $d.FiscalYear (eq $d.FiscalYear.ID .ID)}}background:var(--accent);color:#000;{{else}}background:var(--bg3);color:var(--text3);{{end}}">
|
|
{{.Label}}
|
|
</a>
|
|
{{end}}
|
|
</div>
|
|
|
|
<!-- Summary cards -->
|
|
<div style="display:grid; grid-template-columns:repeat(3,1fr); gap:16px; margin-bottom:24px;">
|
|
<div class="card value-card animate-on-scroll">
|
|
<h2>Income</h2>
|
|
<div class="value" style="color:var(--green);">{{cents $d.TotalIncome}}</div>
|
|
</div>
|
|
<div class="card value-card animate-on-scroll">
|
|
<h2>Expenses</h2>
|
|
<div class="value" style="color:var(--red);">{{cents $d.TotalExpense}}</div>
|
|
</div>
|
|
<div class="card value-card animate-on-scroll">
|
|
<h2>Net</h2>
|
|
<div class="value" style="color:var(--accent2);">{{cents (sub $d.TotalIncome $d.TotalExpense)}}</div>
|
|
</div>
|
|
</div>
|
|
|
|
{{if $d.Entries}}
|
|
<div class="card animate-on-scroll" style="padding:0; overflow:hidden;">
|
|
<table>
|
|
<thead>
|
|
<tr>
|
|
<th>Date</th>
|
|
<th>Description</th>
|
|
<th>Event</th>
|
|
<th>Team</th>
|
|
<th style="text-align:right;">Amount</th>
|
|
<th>Bank ref</th>
|
|
<th>Reconciled</th>
|
|
</tr>
|
|
</thead>
|
|
<tbody>
|
|
{{range $d.Entries}}
|
|
<tr>
|
|
<td style="font-size:12px; color:var(--text3); white-space:nowrap;">{{dateShort .Date}}</td>
|
|
<td style="font-size:13px; max-width:220px; overflow:hidden; text-overflow:ellipsis; white-space:nowrap;">{{.Description}}</td>
|
|
<td style="font-size:12px; color:var(--text3);">
|
|
{{if .EventID}}{{with index $d.Events .EventID}}{{.Name}}{{end}}{{else}}—{{end}}
|
|
</td>
|
|
<td style="font-size:12px; color:var(--text3);">
|
|
{{if .TeamID}}{{with index $d.Teams .TeamID}}{{.Name}}{{end}}{{else}}—{{end}}
|
|
</td>
|
|
<td style="text-align:right; font-size:13px; font-weight:600;
|
|
{{if ge .AmountCents 0}}color:var(--green);{{else}}color:var(--red);{{end}}">
|
|
{{cents .AmountCents}}
|
|
</td>
|
|
<td style="font-size:11px; color:var(--text3); font-family:monospace;">{{if .BankRef}}{{.BankRef}}{{else}}—{{end}}</td>
|
|
<td style="text-align:center;">
|
|
{{if .Reconciled}}<span style="color:var(--green);">✓</span>{{else}}<span style="color:var(--text3);">—</span>{{end}}
|
|
</td>
|
|
</tr>
|
|
{{end}}
|
|
</tbody>
|
|
</table>
|
|
</div>
|
|
{{else}}
|
|
<div class="card empty-state animate-on-scroll">
|
|
<div style="font-size:36px; margin-bottom:12px;">📒</div>
|
|
<h3>No ledger entries</h3>
|
|
<p style="margin-bottom:16px;">Entries are created automatically when requests are approved, or via bank CSV import.</p>
|
|
<a href="/orgs/{{$d.Org.Slug}}/ledger/import" class="btn btn-primary">Import bank CSV</a>
|
|
</div>
|
|
{{end}}
|
|
{{end}}
|