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This repository has been archived on 2026-08-11. You can view files and clone it, but cannot push or open issues or pull requests.
3778801ef5
Gishen-B2B/docs/features/finance.md
kirukib 3778801ef5 Ship Gishen B2B institutional portal with polished layout and mock-backed flows. 
Deliver role-aware shell (sidebar, breadcrumbs, quick search, tables, detail/create layouts), locale-ready pages, shared backend/feature docs, and Vercel project config so HR, finance, and members can demo against typed mocks.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-06 21:18:23 +03:00

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Feature: Finance

Spend analytics, credit usage, monthly statements, Excel export, and threshold approvals.

Workspace: /Users/kirukib/Desktop/Yaltopia Project/Gishen-B2B

Pages

Route Purpose
/finance Spend dashboard — by dept/member/category, credit usage
/finance/approvals Flagged spend queue — approve/reject
/statements Monthly statement list + PDF download

Entities

  • Finance — SpendSummary, SpendLine, Statement, ApprovalFlag, CreditUsage

Endpoints

Role access

Capability SUPER_USER HR_ADMIN FINANCE
Spend summary ✓ ✓ (aggregates) ✓
Spend lines ✓ ✗ ✓ (redacted)
Excel export ✓ ✗ ✓
Credit usage ✓ ✓ read ✓
Statements ✓ ✗ ✓
Approvals ✓ ✗ ✓

Spend dimensions

Group by Use case
Department Branch/division budget tracking
Category Chronic vs OTC vs other
Member Individual spend (metadata + amounts)

Date range filter default: current calendar month.

Approval workflow

Threshold rules (configured by Admin or org policy) flag spend lines:

Reason Example
threshold_exceeded Single order > 5,000 ETB
unusual_category High cosmetics spend
first_time_high_value New member large order

Finance reviews on /finance/approvals → approve or reject with notes.

Statements

Monthly PDF statements from billing engine:

  • Opening/closing balance
  • Charges and payments
  • Credit limit snapshot
  • Issued date

Credit usage widget

Shown on /finance and optionally /organisation:

Credit used: 1,245,000 / 5,000,000 ETB (24.9%)

Warning styling (accent #e28a1a) above 80% utilization.

Clinical withhold

Critical: Finance views never show:

  • Prescription images
  • Medicine names, SKUs, dosages
  • Prescriber or diagnosis data

Spend lines use:

  • category_code (e.g. chronic)
  • Redacted description (e.g. "Chronic medication order")
  • Amounts: total, org-covered, member-paid

HR_ADMIN sees summary aggregates only — not line detail or approvals.

Validation / errors

Scenario Code
Org pending (no commercial) ORG_PENDING
HR accessing spend lines FORBIDDEN
HR mutating approval FORBIDDEN

UI components

  • Spend charts (by dept/category) — shadcn cards
  • DataTable for spend lines and approvals
  • Date range picker
  • Export button → XLSX download
  • Statement list with PDF link

Coordination

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