Why
Users need immediate visual feedback when a purchase order exceeds its allocated budget to prevent overspending and enable quick corrective action. Currently, overbudget POs may go unnoticed until it's too late.
What
Display purchase orders that exceed their budget in red throughout the platform and trigger alerts to notify users when a PO goes overbudget.
How
- Add visual indicator (red text/background) for overbudget POs in:
- PO table/list views
- PO detail pages
- Documents table where PO number appears
- Budget utilisation modals/hovers
- Implement alert system that triggers when:
- A PO is created that exceeds budget
- An invoice approval causes a PO to exceed budget
- A PO is edited and becomes overbudget
- Alert should specify:
- PO number
- Budget amount
- Current committed/actual amount
- Overage amount
- Consider user notification preferences for alert delivery
Dependencies
- PO budget allocation system
- PO utilisation tracking (committed vs actual)
- Notification system (alerts)
- Access to all views where POs are displayed
Acceptance Criteria
- [ ] Overbudget POs display in red in PO table
- [ ] Overbudget POs display in red in PO detail view
- [ ] Overbudget POs display in red in documents table PO column
- [ ] Alert triggers when PO is created overbudget
- [ ] Alert triggers when invoice approval causes PO to exceed budget
- [ ] Alert triggers when PO edit causes overbudget status
- [ ] Alert includes PO number, budget, current amount, and overage
- [ ] Visual indicator is consistent across all views
- [ ] Alert respects user notification preferences
- [ ] Users can quickly identify overbudget POs at a glance