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>
76 lines
4.8 KiB
HTML
76 lines
4.8 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;">{{$d.Org.Name}}</a> / Requests
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</div>
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<h1>Transaction Requests</h1>
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</div>
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<div style="display:flex; gap:8px; flex-wrap:wrap;">
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<a href="/orgs/{{$d.Org.Slug}}/ledger" class="btn btn-outline btn-sm">Ledger</a>
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<a href="/orgs/{{$d.Org.Slug}}/requests/new" class="btn btn-primary btn-sm">+ New request</a>
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</div>
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</div>
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<!-- Status filter tabs -->
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{{$cur := $d.StatusFilter}}
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<div style="display:flex; gap:6px; flex-wrap:wrap; margin-bottom:20px; font-size:12px; font-weight:600;">
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<a href="?"style="padding:5px 12px; border-radius:20px; text-decoration:none; {{if eq $cur ""}}background:var(--accent);color:#000;{{else}}background:var(--bg3);color:var(--text3);{{end}}">All</a>
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<a href="?status=draft" style="padding:5px 12px; border-radius:20px; text-decoration:none; {{if eq $cur "draft"}}background:var(--accent);color:#000;{{else}}background:var(--bg3);color:var(--text3);{{end}}">draft</a>
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<a href="?status=submitted" style="padding:5px 12px; border-radius:20px; text-decoration:none; {{if eq $cur "submitted"}}background:var(--accent);color:#000;{{else}}background:var(--bg3);color:var(--text3);{{end}}">submitted</a>
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<a href="?status=under_review" style="padding:5px 12px; border-radius:20px; text-decoration:none; {{if eq $cur "under_review"}}background:var(--accent);color:#000;{{else}}background:var(--bg3);color:var(--text3);{{end}}">under_review</a>
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<a href="?status=info_requested" style="padding:5px 12px; border-radius:20px; text-decoration:none; {{if eq $cur "info_requested"}}background:var(--accent);color:#000;{{else}}background:var(--bg3);color:var(--text3);{{end}}">info_requested</a>
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<a href="?status=approved" style="padding:5px 12px; border-radius:20px; text-decoration:none; {{if eq $cur "approved"}}background:var(--accent);color:#000;{{else}}background:var(--bg3);color:var(--text3);{{end}}">approved</a>
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<a href="?status=rejected" style="padding:5px 12px; border-radius:20px; text-decoration:none; {{if eq $cur "rejected"}}background:var(--accent);color:#000;{{else}}background:var(--bg3);color:var(--text3);{{end}}">rejected</a>
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<a href="?status=paid" style="padding:5px 12px; border-radius:20px; text-decoration:none; {{if eq $cur "paid"}}background:var(--accent);color:#000;{{else}}background:var(--bg3);color:var(--text3);{{end}}">paid</a>
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<a href="?status=ordered" style="padding:5px 12px; border-radius:20px; text-decoration:none; {{if eq $cur "ordered"}}background:var(--accent);color:#000;{{else}}background:var(--bg3);color:var(--text3);{{end}}">ordered</a>
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<a href="?status=settled" style="padding:5px 12px; border-radius:20px; text-decoration:none; {{if eq $cur "settled"}}background:var(--accent);color:#000;{{else}}background:var(--bg3);color:var(--text3);{{end}}">settled</a>
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</div>
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{{if $d.Requests}}
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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>Type</th>
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<th>Description</th>
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<th>By</th>
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<th style="text-align:right;">Amount</th>
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<th>Status</th>
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<th></th>
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</tr>
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</thead>
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<tbody>
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{{range $d.Requests}}
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{{$status := .CurrentStatus}}
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<tr>
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<td>
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<span style="font-size:11px; font-weight:700; padding:2px 7px; border-radius:4px; background:var(--bg3); color:var(--text2);">{{.Type}}</span>
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</td>
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<td style="max-width:260px; overflow:hidden; text-overflow:ellipsis; white-space:nowrap; font-size:13px;">{{.Description}}</td>
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<td style="font-size:12px; color:var(--text3);">{{.SubmitterEmail}}</td>
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<td style="text-align:right; font-size:13px; font-weight:600;">{{cents .AmountCents}}</td>
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<td>
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<span style="font-size:11px; font-weight:700; padding:2px 8px; border-radius:20px; background:{{statusColor (print $status)}};">{{$status}}</span>
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</td>
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<td style="text-align:right;">
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<a href="/orgs/{{$d.Org.Slug}}/requests/{{.ID}}" class="btn btn-outline btn-sm">View</a>
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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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<div class="card empty-state animate-on-scroll">
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<div style="font-size:36px; margin-bottom:12px;">📋</div>
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<h3>No requests{{if $d.StatusFilter}} with status "{{$d.StatusFilter}}"{{end}}</h3>
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<p style="margin-bottom:16px;">Submit transaction requests to track expenses, income, and transfers.</p>
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<a href="/orgs/{{$d.Org.Slug}}/requests/new" class="btn btn-primary">New request</a>
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</div>
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{{end}}
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{{end}}
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