Rewrite Finances

[hatkirby]

Most of ABTech's finances are not managed using tracker, rather they are managed using a couple of google drive spreadsheets. We aim on moving a lot of this functionality back into tracker. Related discussion should occur in this ticket.

Here's a little rundown of my initial thoughts based on each of the spreadsheets:

• Finances - Totals: This information should probably replace the finances sidebar.
• Finances - Org: This seems like almost the exact same information as journals on tracker. Relatedly: accounts/list (the "front page" of finances as it currently stands) would really make more sense as a journals list because it literally lists journals. I do not know how useful splitting the journals into Credit and Debit like the page does is, but would it be worth considering reworking that page so that it looks more like the spreadsheet, such that this tab of the spreadsheet would effectively become the finances front page?
• Finances - Allocation: I’d create a new model and controller for this information.
• Finances - Orders: I’d probably create an Order model and an OrderCategory model (the categories being the remaining tabs in the finances spreadsheet). There would also be a OrderLine submodel for the line items involved.
• Events: An OrganizationCategory model would be created (mostly because of the *SA and A Capella tabs) and then organizations would be sorted into these categories (with a default “uncategorized” category available). Then, there’d be an OrganizationCategory controller which would manage these categories, but more importantly have pages for each category (including uncategorized) that would show the sort of finance information that each tab in the Events spreadsheet currently shows.

[ghost]

Regarding the Zulip discussion, here are what categories get filtered regularly:

Paid/not paid (I think this should probably be merged with pending/complete) Payment method (functionality already exists) Category Budget line item

The spreadsheet currently has two methods of complete/not complete - there's the "status" column, which has pending/complete, and the "oracle" column, which is put in once we see that it hits the oracle database (often weeks after we know that it was actually paid). I would suggest combining this into the current paid/not paid status for simplicity - I believe my way, while more technically correct, is overly complicated. However, there will need to be a way to see the "complete" total (in order to cross-check the balance against the oracle balance), and a way to store the oracle transaction number for looking things up later.

With regard to OrganizationCategory... ignore what I wrote originally, and add Administration and Greek as categories as well. If you want, add AB too, though we wouldn't lump all AB events together.

[ghost]

One more note regarding categories (do note the edit above if you're reading on zulip): Both Gmail and my spreadsheet have SA categories because there are a lot of similar events across the SA orgs. I recommend that be created as a category in both finance and in Tracker's organization list. However, there is a bit of confusion as to what actually constitutes a *SA organization, so I feel like this may end up being a little problematic.