Editing Whanau ora/Tupaia 20241030 (section)

=== Requisition Form ===
* '''Reworked Requisition Approval Form:'''
** '''Added''': Checkbox to allow back-and-forth communication between navigator, manager, and GM.
** '''Added''': Warning for Finance to update total family spend after payment
** '''Prepopulated Data:'''
*** Request Narrative 
*** Approver comments
** '''Not Prepopulated:'''
*** Need more info/ Send for approval checkbox 
***Send to GM for approval checkbox 

'''Legend:'''
* Green = Prepopulated
* Red = Not Prepopulated

==== '''Updated Requisition Process Flowchart''' ====

'''Legend:'''
<br>
<span style="background-color: #4e914e">Green</span> = Kotahi 
<br>
<span style="background-color: #eb4910 ">Orange</span> = Penelope
[[File:Beforereq.png|thumb|Requisition form before the update|383x383px]]
[[File:Afterreq.png|thumb|Requisition approval form updated|425x425px]]
<div style="display: flex; flex-wrap: wrap; justify-content: space-between;">

  <div style="width: 73%;">
    ''' Before back and forth functionality: '''
   <mermaid>
%%{init: {'theme': 'default', 'flowchart': {'useMaxWidth': false}, 'logLevel': 'debug', 'securityLevel': 'loose', 'themeVariables': {'fontSize': '8px', 'nodeSpacing': 20, 'rankSpacing': 20}} }%%
flowchart TB
    subgraph N0[<b>Navigator prepares requisition]
        direction TB
        N1[Complete budget]:::none-.->
        N2[Collate invoice/receipts]:::none-.->
        N3[Enter Penelope requisition info]:::penelope
        N4[Begin Requisition form]:::kotahi
    end
    subgraph K0[<b>Kotahi requisition]
    direction TB
        K1[Check 'date of last <br>MAST' is correct]:::kotahi-.->
        K2[Update requisition details]:::kotahi-.->
        K3[Upload Budget/invoice PDF]:::kotahi-.->
        K4[Select Team Lead]:::kotahi-.->
        K5[Save form]:::kotahi
    end
    subgraph TL0[<b>WO Team Lead]
        direction TB
        WA1[Review requisition]:::kotahi-.->
        WA2[Note recommendation/<br>adjust values]:::kotahi-.->
        WA3[Save approval form]:::kotahi
    end
    subgraph GM0[<b>GM]
        direction TB
        GM1[Review requisition]:::kotahi-.->
        GM2[Note recommendation/<br>adjust values]:::kotahi-.->
        GM3[Update family total spend]:::kotahi-.->
        GM4[Save approval form]:::kotahi
    end
    subgraph F0[<b>Finance]
        direction TB
        F1[Access invoice data]:::kotahi-.->
        F2[Arrange payment]:::kotahi-.->
        F3[Close Payment Task]:::kotahi
    end

    N2-.->N4
    N4-->K1
    K5-- TL Notification -->TL0
    WA3--GM Notification -->GM0
    GM4--Finance Notification -->F0

    classDef kotahi fill:#99cc99
    classDef penelope fill:#eb4910,color:lightgrey
    classDef none fill:#ffffff
</mermaid>
  </div>

  <div style="width: 73%;">
    ''' After: '''
    <mermaid>
%%{init: {'theme': 'default', 'flowchart': {'useMaxWidth': false}, 'logLevel': 'debug', 'securityLevel': 'loose', 'themeVariables': {'fontSize': '8px', 'nodeSpacing': 20, 'rankSpacing': 20}} }%%
flowchart TB
    %% Set direction inside subgraphs to ensure vertical alignment
    subgraph N0[<b>Navigator prepares requisition]
        direction TB
        N1[Complete budget]:::none-.->
        N2[Collate invoice/receipts]:::none-.->
        N3[Enter Penelope requisition info]:::penelope
        N4[Begin Requisition form]:::kotahi
    end

    subgraph K0[Kotahi requisition]
        direction TB
        K1[Check 'date of last MAST' is correct]:::kotahi
        K2[Update requisition details]:::kotahi
        K3[Upload Budget/invoice PDF]:::kotahi
        K4[Select Team Lead]:::kotahi
        K5[Save form]:::kotahi
    end

    subgraph TL0[WO Team Lead]
        direction TB
        WA1[Review requisition]:::kotahi
        WA2[Note recommendation/adjust values]:::kotahi
        WA3[Save approval form]:::kotahi
    end

    subgraph GM0[GM]
        direction TB
        GM1[Review requisition]:::kotahi
        GM2[Note recommendation/adjust values]:::kotahi
        GM3[Save approval form]:::kotahi
    end

    subgraph F0[Finance]
        direction TB
        F1[Access invoice data]:::kotahi
        F2[Arrange payment]:::kotahi
        F3[Update family total spend]:::kotahi
        F4[Close Payment Task]:::kotahi
    end

    %% Adjust connections to reduce width
    N4 --> K1 --> K2 --> K3 --> K4 --> K5

    K5 -- TL Notification --> WA1
    WA1 --> WA2 --> WA3
    N2-.->N4

    WA3 -- Approved --> GM1
    GM1 --> GM2 --> GM3
    GM3 -- Finance Notification --> F1

    WA3 -- Info Needed --> K2

    F1 --> F2 --> F3 --> F4

    %% Class definitions
    classDef kotahi fill:#99cc99
    classDef penelope fill:#eb4910, color:#ffffff
</mermaid>
  </div>

</div>