code4romania / code4romania/alex-api

[Grant] Add new grant

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Description

**About Grants**
A Grant is a contract between a CSO and a Sponsor, containing details about the CSO receiving a sum of money, based on a predefined budget. The CSO can then use the money for expenses. Every contract (every Grant) has:

- A _Sponsor_, with Sponsor details. (only one Sponsor per Grant)
- Financial data - a section detailing how the sum of money is split between the involved parties (the CSO, optionally other partners)
- Grant Budget - a section detailing how the money is intended to be spent, split per budget lines.
- Payments and Reports - a section describing the deadlines on a Grant, such as when the payments are due or when the sponsor should get a financial report from the CSO
- Documents and notes - a section where the CSO can attach documents related to the Grant, and write a personal note about the contract.

**Feature description: A user can add a new Grant**

Flow:
1. Go to sidebar menu > click on 'Grants', opens 'Grant lists' page > click on 'Add new grant' button
[Figma: Add new grant](https://www.figma.com/file/W7ppl5xGFpB3atVWwYL7qN/Alex-(asistentul-bugetar-al-ONG-urilor)?type=design&node-id=2496-42085&t=NEXrmX9PyYZI5F7i-4)
2. A new page opens
3. User needs to fill in details in each step of the Grant
- Step 1: Select Sponsor and fill in Sponsor details (described in issue #42 )
- Step 2: Set Financial data (issue #44 )
- Step 3: Set Grant Budget (issue #43 and issue #47 )
- Step 4: Fill in Payments and Reports details (issue https://github.com/code4romania/alex-api/issues/70)
- Step 5 (optional): Add documents (issue https://github.com/code4romania/alex-api/issues/72)
4. User can save a grant: save a Grant as draft (partially filled in), save a complete Grant when all the info is filled.
5. Grant is saved and listed in [Figma: Grants list page](https://www.figma.com/file/W7ppl5xGFpB3atVWwYL7qN/Alex-(asistentul-bugetar-al-ONG-urilor)?type=design&node-id=3048-49708&t=NEXrmX9PyYZI5F7i-4), in a table, as described in issue https://github.com/code4romania/alex-api/issues/71

**Navigation through Grant steps**
Sequence of 5 setup steps: ‘01 Finanţator’, ‘02 Detaliile grantului’, ‘03 Bugetul grantului’, ‘04 Plăţi și rapoarte’, ‘05 Documente și note’
1. User can navigate through Grant steps by clicking on _Next step_ or _Previous step_ button
2. User can click on previously completed steps, from the steps ui component

**Actions on new Grant**
1. Save as draft: User can Save Grant as draft, by clicking on button _Save_ ; the Grant will be listed in the Draft grants list ([Figma: draft grants list](https://www.figma.com/file/W7ppl5xGFpB3atVWwYL7qN/Alex-(asistentul-bugetar-al-ONG-urilor)?type=design&node-id=5123-66023&mode=design&t=xuylP3WjlAZDx1wo-4))
Conditions:
- Filling in all the mandatory info in the first step (#42 ), and
- Filling in the name of the grant and the grant period, in step2 (#44 ),

2. Finalize: User can save the Grant as final (a valid grant that can be used further when working with Balance sheets) by clicking the button 'Finalize' in the last step of creating a Grant; the Grant will pe listed in Grants list (Figma:[ Grants list](https://www.figma.com/file/W7ppl5xGFpB3atVWwYL7qN/Alex-(asistentul-bugetar-al-ONG-urilor)?type=design&node-id=3048-49708&mode=design&t=xuylP3WjlAZDx1wo-4))
Conditions:
- User fills in all the mandatory information regarding a Grant, in all steps

3. Cancel: User can cancel any changes made to a Grant, and return to the last saved version of the Grant, by clicking the Back button at the top of the page.
- If any changes were made to the grant, a pop-up will show, asking the user if they're sure of their decision **_link to Figma_**

Contributor guide

Open the contributing guide

Assessment

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