Finance & Billing — Petanque Life

Fee Management

F08.01

Plataforma+

ID	Status	Funcionalidades
F08.01.01	Plataforma+	Composite license fee configuration — license fee = sum of configurable components set at different OrgNode levels. Example France: part fédérale (set by FFPJP) + part ligue (set by ligue régionale) + part comité (set by comité départemental) + assurance. Each component configurable per license type, age, category. Supports regional price variation (France, Spain).
F08.01.02	Plataforma+	Club affiliation fee configuration (flat or per-member)
F08.01.03	Plataforma+	Competition entry fee management
F08.01.04	Plataforma+	Fee schedules per season/year
F08.01.05	Planificado	Early bird / late fee surcharges
F08.01.06	Planificado	Fee waivers and discounts (youth, veteran, disabled, family) — configurable per tenant (e.g., Sweden: no sanction fee for youth classes)
F08.01.07	Planificado	Fee splitting with automatic distribution — when a license is purchased, the system automatically splits the payment to the correct recipients (federation account, regional account, district account, insurance). Configurable split ratios per OrgNode level.
F08.01.08	Plataforma	Fee history and audit trail
F08.01.09	Planificado	Sanction fee per competition class — configurable per tenant (e.g., Sweden: 300 SEK per class, paid to district where competition is held). Supports different fee rules per competition level.
F08.01.10	Planificado	License suspension administrative fee — configurable per tenant (e.g., Sweden: 2× senior license fee, charged to the club requesting suspension)

Payment Processing

F08.02

Plataforma+

ID	Status	Funcionalidades
F08.02.01	Plataforma	Payment recording and status tracking
F08.02.02	Planificado	Online payment gateway integration (Stripe, PayPal, local providers)
F08.02.03	Planificado	Bank transfer payment matching
F08.02.04	Plataforma+	Payment receipt generation
F08.02.05	Planificado	Installment payment plans (split license fee over months)
F08.02.06	Plataforma	Payment reconciliation
F08.02.07	Planificado	Refund processing
F08.02.08	Planificado	Club bulk payment (club pays all member licenses)
F08.02.09	Planificado	Multi-currency support (international competitions)
F08.02.10	Plataforma	Payment audit trail

Invoicing

F08.03

Plataforma+

ID	Status	Funcionalidades
F08.03.01	Plataforma	Invoice generation (line items, tax, totals)
F08.03.02	Plataforma+	Automatic invoice generation (license renewal, affiliation)
F08.03.03	Planificado	Invoice templates per federation
F08.03.04	Plataforma+	Invoice delivery (email, download)
F08.03.05	Planificado	Credit note management
F08.03.06	Plataforma	Invoice status tracking (draft, sent, paid, overdue)
F08.03.07	Planificado	Payment reminder automation
F08.03.08	Planificado	Debt collection workflow

Federation Budgeting

F08.04

Planificado

ID	Status	Funcionalidades
F08.04.01	Planificado	Annual budget creation per federation
F08.04.02	Planificado	Budget categories (competitions, administration, development, travel, etc.)
F08.04.03	Planificado	Budget vs. actual tracking
F08.04.04	Planificado	Budget approval workflow
F08.04.05	Planificado	Financial report generation (annual, quarterly)
F08.04.06	Plataforma+	Bookkeeping / ledger entries

Sponsorship & Grants

F08.05

Planificado

ID	Status	Funcionalidades
F08.05.01	Planificado	Sponsor registry (company, contact, contract period, amount)
F08.05.02	Planificado	Sponsorship contract management
F08.05.03	Planificado	Sponsor exposure tracking (logo placement, mentions)
F08.05.04	Planificado	Grant application tracking (government, sports council)
F08.05.05	Planificado	Grant reporting and accountability
F08.05.06	Planificado	Sponsorship revenue allocation (competition, federation, club)

Prize Money & Awards

F08.06

Planificado

ID	Status	Funcionalidades
F08.06.01	Planificado	Prize pool configuration per competition
F08.06.02	Planificado	Prize money distribution rules
F08.06.03	Planificado	Winner payment processing
F08.06.04	Planificado	Tax reporting for prize money
F08.06.05	Planificado	Trophy and medal inventory tracking

Expense Management

F08.07

Planificado

ID	Status	Funcionalidades
F08.07.01	Planificado	Expense claim submission (umpires, officials, delegates)
F08.07.02	Planificado	Travel expense calculation (distance, per diem)
F08.07.03	Planificado	Expense approval workflow
F08.07.04	Planificado	Expense reimbursement processing
F08.07.05	Planificado	Expense category reporting

Financial Reporting

F08.08

Plataforma+

## Implementation Status

ID	Status	Funcionalidades
F08.08.01	Plataforma+	Revenue reports (by source: licenses, competitions, sponsorship)
F08.08.02	Plataforma+	Expense reports (by category)
F08.08.03	Planificado	Federation financial summary (upward reporting)
F08.08.04	Planificado	Club financial health indicators
F08.08.05	Planificado	Multi-year trend analysis
F08.08.06	Planificado	Export to accounting software (CSV, SAFT, SIE)
F08.01.01	Entregado	/license-fee-configs/, /license-fee-overrides/, /license-fees/calculate ✅ PL-204
F08.01.02	Entregado	/fee-schedules/ (fee_category=club_affiliation, med affiliation_tiers) ✅ PL-801
F08.01.03	Entregado	/fee-schedules/ (fee_category=competition_entry) ✅ PL-801
F08.01.07	Entregado	/revenue-distribution-rules/ + automatisk distribution vid betalning ✅ PL-801
F08.01.09	Entregado	/fee-schedules/ (fee_category=sanction) ✅ PL-801
F08.02.01	Entregado	/payments/ (registrera, spåra, återbetala) ✅ PL-801
F08.03.01	Entregado	/invoices/ (skapa, rader, summor) ✅ PL-801
F08.03.02	Entregado	Automatisk faktura vid licensgodkännande ✅ PL-801
F08.03.06	Entregado	Fakturastatus: draft → sent → paid/overdue/cancelled ✅ PL-801
F08.03.07	Entregado	/invoices/{id}/send-reminder ✅ PL-801
F08.03.08	Entregado	/debts/check/{debtor_id} — blockerar transfer och licensförnyelse ✅ PL-801
F08.08.01	Entregado	/financial-reports/revenue, /financial-reports/revenue/by-org-node ✅ PL-801
F08.02.02	Entregado	/checkout/ (Stripe Checkout Session), /webhooks/stripe ✅ PL-802
F08.02.02	Entregado	/checkout/ (Swish QR-betalning), /webhooks/swish ✅ PL-802
F08.02.04	Entregado	/receipts/, /receipts/{id}/pdf (kvittogenerering) ✅ PL-802
F08.02.06	Entregado	Automatisk avstämning via Stripe/Swish webhooks ✅ PL-802
F08.02.07	Entregado	/payments/{id}/gateway-refund (återbetalning via gateway) ✅ PL-802
F08.02.10	Entregado	Betalningsspårning: /payment-history/{debtor_id} ✅ PL-802
F08.05.01	Entregado	/sponsors/ (CRUD med kontaktinfo, nivå, sponsrade entiteter) ✅ PL-805
F08.05.02	Entregado	/sponsors/{id}/contracts (kontraktshantering med belopp, period, villkor) ✅ PL-805
F08.05.03	Entregado	/sponsors/{id}/exposure (exponeringsregistrering och sammanfattning) ✅ PL-805
F08.05.04	Entregado	/grants/ (ansökan: draft → submitted → approved/rejected → reporting) ✅ PL-805
F08.05.05	Entregado	/grants/{id}/reports (bidragsrapportering efter godkännande) ✅ PL-805
F08.05.06	Entregado	/sponsor-allocations/ (intäktsallokering per OrgNode med procentsatser) ✅ PL-805
F08.04.01	Entregado	/budgets/ (CRUD med inkomst-/utgiftskategorier per OrgNode) ✅ PL-804
F08.04.02	Entregado	BudgetCategory med type: income/expense, kopplad till kontoplan ✅ PL-804
F08.04.03	Entregado	/budgets/{id}/actualize + /budgets/{id}/variance (budget vs. faktisk) ✅ PL-804
F08.04.04	Entregado	draft → proposed → approved → closed (godkännandeflöde med audit log) ✅ PL-804
F08.04.05	Entregado	/accounting-reports/income-statement, /accounting-reports/budget-tracking ✅ PL-804
F08.04.06	Entregado	/accounting-entries/ (verifikationer med kontoplan, PL-803) ✅ PL-803