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[P1][Expense] Finance review workflow (Draft -> PendingApproval -> Approved -> Paid) #28

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opened 2026-05-26 01:33:04 +00:00 by ChrisChen · 0 comments
ChrisChen commented 2026-05-26 01:33:04 +00:00
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Overview

Approval pipeline for reimbursement requests: finance reviews, approves, and records payment.

Status Flow

Draft -> PendingApproval -> Approved -> Paid (or Rejected). Vendor payments bypass to Paid directly.

Tasks

  • Status state machine implementation
  • Finance: approve/reject with reason/mark as paid (record payment date + method)
  • Submitter email notification on status change (SendGrid)
  • All status changes logged to Audit Log
  • Finance dashboard: pending requests list (filter by ministry, status, date range)

Reference

PLANNING.md Section 3.6d - Status flow diagram, permissions table

## Overview Approval pipeline for reimbursement requests: finance reviews, approves, and records payment. ## Status Flow Draft -> PendingApproval -> Approved -> Paid (or Rejected). Vendor payments bypass to Paid directly. ## Tasks - [ ] Status state machine implementation - [ ] Finance: approve/reject with reason/mark as paid (record payment date + method) - [ ] Submitter email notification on status change (SendGrid) - [ ] All status changes logged to Audit Log - [ ] Finance dashboard: pending requests list (filter by ministry, status, date range) ## Reference PLANNING.md Section 3.6d - Status flow diagram, permissions table
ChrisChen added this to the Phase 1 - MVP milestone 2026-05-26 01:33:04 +00:00
ChrisChen added the module: expense label 2026-05-26 01:33:04 +00:00
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module: ai
AI integration (Claude API, Phase 5)
 module: attendance
Sunday attendance tracking
 module: audit-log
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 module: cms
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 module: devops
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 module: expense
Expense tracking and reimbursements
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Donations, tithing, annual receipts
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Reference: ChrisChen/ROLAC#28
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