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[P3][Budget] Annual budget report PDF export #55

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opened 2026-05-26 01:33:39 +00:00 by ChrisChen · 0 comments
ChrisChen commented 2026-05-26 01:33:39 +00:00
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Overview

Generate a formal PDF of the annual ministry budget summary for board presentation.

Tasks

  • QuestPDF template: church letterhead, fiscal year, table of all ministries with budget vs actual vs variance
  • Bilingual output (EN/ZH-TW)
  • Signature/approval line for board review
  • Admin: download for any fiscal year

Reference

PLANNING.md Section 7 Phase 3

## Overview Generate a formal PDF of the annual ministry budget summary for board presentation. ## Tasks - [ ] QuestPDF template: church letterhead, fiscal year, table of all ministries with budget vs actual vs variance - [ ] Bilingual output (EN/ZH-TW) - [ ] Signature/approval line for board review - [ ] Admin: download for any fiscal year ## Reference PLANNING.md Section 7 Phase 3
ChrisChen added this to the Phase 3 - Finance Deep Dive milestone 2026-05-26 01:33:39 +00:00
ChrisChen added the module: reportsmodule: expense labels 2026-05-26 01:33:39 +00:00
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module: ai
AI integration (Claude API, Phase 5)
 module: attendance
Sunday attendance tracking
 module: audit-log
Immutable audit log
 module: auth
Authentication, JWT, ASP.NET Identity
 module: cell-groups
Cell groups, meetings, attendance
 module: cms
Public website CMS (rolac.org, bilingual)
 module: devops
Infrastructure, Docker, CI/CD, Jenkins
 module: expense
Expense tracking and reimbursements
 module: giving
Donations, tithing, annual receipts
 module: members
Member CRUD, family units, search
 module: prayer
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 module: rbac
Roles, permissions, Ministry Scope
 module: reports
Reports and analytics
 module: roster
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Reference: ChrisChen/ROLAC#55
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