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Petanque Life
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08

Finance & Billing

86 fonctionnalités · 8 sous-systèmes

Financial management across all federation levels. Leverages Craft-Easy's financial primitives (payments, invoicing, billing, bookkeeping) extended with petanque-specific financial workflows.

Fee Management

F08.01
Plateforme+
ID Status Fonctionnalités
F08.01.01 Plateforme+ 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 Plateforme+ Club affiliation fee configuration (flat or per-member)
F08.01.03 Plateforme+ Competition entry fee management
F08.01.04 Plateforme+ Fee schedules per season/year
F08.01.05 Planifié Early bird / late fee surcharges
F08.01.06 Planifié Fee waivers and discounts (youth, veteran, disabled, family) — configurable per tenant (e.g., Sweden: no sanction fee for youth classes)
F08.01.07 Planifié 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 Plateforme Fee history and audit trail
F08.01.09 Planifié 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 Planifié License suspension administrative fee — configurable per tenant (e.g., Sweden: 2× senior license fee, charged to the club requesting suspension)

Payment Processing

F08.02
Plateforme+
ID Status Fonctionnalités
F08.02.01 Plateforme Payment recording and status tracking
F08.02.02 Planifié Online payment gateway integration (Stripe, PayPal, local providers)
F08.02.03 Planifié Bank transfer payment matching
F08.02.04 Plateforme+ Payment receipt generation
F08.02.05 Planifié Installment payment plans (split license fee over months)
F08.02.06 Plateforme Payment reconciliation
F08.02.07 Planifié Refund processing
F08.02.08 Planifié Club bulk payment (club pays all member licenses)
F08.02.09 Planifié Multi-currency support (international competitions)
F08.02.10 Plateforme Payment audit trail

Invoicing

F08.03
Plateforme+
ID Status Fonctionnalités
F08.03.01 Plateforme Invoice generation (line items, tax, totals)
F08.03.02 Plateforme+ Automatic invoice generation (license renewal, affiliation)
F08.03.03 Planifié Invoice templates per federation
F08.03.04 Plateforme+ Invoice delivery (email, download)
F08.03.05 Planifié Credit note management
F08.03.06 Plateforme Invoice status tracking (draft, sent, paid, overdue)
F08.03.07 Planifié Payment reminder automation
F08.03.08 Planifié Debt collection workflow

Federation Budgeting

F08.04
Planifié
ID Status Fonctionnalités
F08.04.01 Planifié Annual budget creation per federation
F08.04.02 Planifié Budget categories (competitions, administration, development, travel, etc.)
F08.04.03 Planifié Budget vs. actual tracking
F08.04.04 Planifié Budget approval workflow
F08.04.05 Planifié Financial report generation (annual, quarterly)
F08.04.06 Plateforme+ Bookkeeping / ledger entries

Sponsorship & Grants

F08.05
Planifié
ID Status Fonctionnalités
F08.05.01 Planifié Sponsor registry (company, contact, contract period, amount)
F08.05.02 Planifié Sponsorship contract management
F08.05.03 Planifié Sponsor exposure tracking (logo placement, mentions)
F08.05.04 Planifié Grant application tracking (government, sports council)
F08.05.05 Planifié Grant reporting and accountability
F08.05.06 Planifié Sponsorship revenue allocation (competition, federation, club)

Prize Money & Awards

F08.06
Planifié
ID Status Fonctionnalités
F08.06.01 Planifié Prize pool configuration per competition
F08.06.02 Planifié Prize money distribution rules
F08.06.03 Planifié Winner payment processing
F08.06.04 Planifié Tax reporting for prize money
F08.06.05 Planifié Trophy and medal inventory tracking

Expense Management

F08.07
Planifié
ID Status Fonctionnalités
F08.07.01 Planifié Expense claim submission (umpires, officials, delegates)
F08.07.02 Planifié Travel expense calculation (distance, per diem)
F08.07.03 Planifié Expense approval workflow
F08.07.04 Planifié Expense reimbursement processing
F08.07.05 Planifié Expense category reporting

Financial Reporting

F08.08
Plateforme+

## Implementation Status

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