# RC-017 — Budget Planner & Financial Planning Foundation

Act as Senior Product Designer, Senior Financial System Analyst, Senior Backend Engineer, Senior PHP Engineer, and Senior UX Designer.

This release is RC-017.

Objective

Implement the Budget Planner module for Couple Portal.

This module helps couples estimate, plan, monitor, and manage wedding expenses before and during the wedding preparation.

This is the first Financial Planning module.

Do NOT implement Vendor Management.

Do NOT implement Timeline Planner.

Do NOT implement Subscription/Billing.

Do NOT modify Admin architecture.

====================================================
PART A
Navigation
====================================================

Add new Planning section inside Couple Portal.

Planning

- Budget Planner

Future placeholders

- Timeline (Coming Soon)

- Vendors (Coming Soon)

Planning should appear between Invitation and Wedding Day.

====================================================
PART B
Budget Dashboard
====================================================

Create a dashboard showing financial summary.

Display:

Total Budget

Total Planned

Total Paid

Remaining Budget

Remaining To Pay

Budget Progress (%)

Over Budget Indicator

Upcoming Due Payments

Recent Transactions

Quick Actions

Add Category

Add Expense

Export

====================================================
PART C
Budget Categories
====================================================

Default categories:

Venue

Decoration

Photography

Videography

Wedding Organizer

MC

Entertainment

Wedding Dress

Suit

Makeup

Invitation

Souvenir

Catering

Wedding Cake

Transportation

Accommodation

Church

Tea Pai

Marriage License

Honeymoon

Miscellaneous

Allow:

Create

Rename

Delete

Reorder

Soft Delete

====================================================
PART D
Expense Item
====================================================

Each expense contains:

Category

Expense Name

Vendor (text only)

Estimated Cost

Actual Cost

Amount Paid

Remaining Balance

Currency

Payment Method

Status

Notes

Attachment (future placeholder)

====================================================
PART E
Expense Status
====================================================

Planned

Booked

Partially Paid

Paid

Cancelled

====================================================
PART F
Payment Tracking
====================================================

Each expense supports multiple payments.

Example

Venue

Estimated

50,000,000

Payment

10,000,000

Payment

20,000,000

Payment

20,000,000

Automatically calculate:

Paid Amount

Remaining Balance

Status

====================================================
PART G
Reminder
====================================================

Every expense may contain:

Due Date

Reminder Enabled

Reminder Date

Reminder Notes

Reminder is optional.

No notification system yet.

Only prepare architecture.

====================================================
PART H
Dashboard Widgets
====================================================

Top Cards

Total Budget

Paid

Remaining

Over Budget

Charts

Budget by Category

Payment Progress

Expense Status

Recent Payments

Upcoming Due Dates

====================================================
PART I
Views
====================================================

Budget Dashboard

Expense List

Expense Detail

Add Expense

Edit Expense

Category Management

Payment History

====================================================
PART J
Export
====================================================

Prepare export architecture.

Buttons:

Export PDF (placeholder)

Export Excel (placeholder)

Do NOT implement generator.

====================================================
PART K
Responsive
====================================================

Verify

Desktop

Laptop

Tablet

Mobile

Budget tables

Cards

Forms

Charts

====================================================
PART L
Future Compatibility
====================================================

Prepare clean extension points for

Vendor Management (RC-019)

Invoice Upload

Receipt Upload

Budget Analytics

Financial Report

====================================================
PART M
Verification
====================================================

Verify

Create Category

Edit Category

Delete Category

Create Expense

Edit Expense

Multiple Payments

Status Calculation

Budget Calculation

PHP Syntax

Browser Testing

Responsive Testing

====================================================
Deliverables
====================================================

Provide a complete walkthrough including:

Architecture

Database

Controllers

Models

Views

Routes

Dashboard

Verification

PHP syntax validation

Browser testing

Responsive testing

====================================================
IMPORTANT
====================================================

Keep the UI elegant and consistent with the existing Design System.

Do NOT modify existing Invitation modules.

Do NOT modify Wedding Day modules.

Do NOT modify Admin Portal.

Focus only on Couple Budget Planner.

Budget Planner should feel like a premium SaaS financial planning module.