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Overview

Phase 2 of CMS parity modernization adds organization budgets inside each tenant:
  • Templates define line items (currency, number, or text) and which workflow preset applies.
  • Workflow presets are a linear list of stages: org_permission (officers with manage_finances) then platform_admin (campus staff in Atlas).
  • Each org budget stores line values, status, embedded workflow progress, revision snapshots on submit / revision requests, and comments.

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Data model

See Atlas data model: FinanceConfig (financeConfigs) and OrgBudget (orgBudgets).

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Admin UI (Atlas)

  • Settings → Budget templates: edit budgetTemplates and workflowPresets as JSON (validated on save).
  • Budgets (top-level nav): cross-org list; Approve / Request revision / Reject when the current stage is platform_admin. CSV export link per row.

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Club dashboard UI

Settings → Budgets: create drafts from a template, edit line items, Submit for review, run officer-stage actions when the budget is in_review and the current stage is org_permission. Download CSV or JSON exports.

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Permissions

  • view_finances: list/read budgets and export.
  • manage_finances: create, edit, submit, comment, and complete org-side approval stages.
Assign these on Org.positions[] for treasurer/officer roles as needed. Owners already have all.

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API summary

Full paths and auth are documented under Atlas backend (/org-budgets and /org-management/finance/...).

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Default template

On first access, the backend seeds a default annual_club template and a two-stage preset: officer review → finance office (platform admin).