Events and the organisation profile now have an address, with a
"Directions" link and an embedded Google Maps view (no API key
required) shown on event pages, event cards, and the Contact page.
New events default their location to the org's configured address.
Site Settings -> Branding now supports a Primary/Secondary/Accent brand color
system applied site-wide (buttons, nav, hover states, links) and to outgoing
email header/CTA colors, plus a favicon upload alongside the existing logo
upload, a live preview panel (website/email x desktop/mobile), and
logo-based color suggestions. The setup wizard's Branding step got the same
treatment. Fixes two related bugs found along the way: the setup wizard's
logo/favicon upload was missing its auth token, and a static favicon.ico in
Next's special app/ convention path was silently overriding the dynamic one.
Also replaces every "Hope Events"/"Hope Family Church" default (org name,
email subjects, WhatsApp messages, report metadata, API docs) with a neutral
"Cross Code" placeholder, and the optional legal settings (operator name, IO
details, website URL, effective date) with obviously-generic placeholders
instead of defaulting to real personal/organisational details -- since this
platform is deployed for multiple organisations. Adds SETTINGS.md documenting
every setting's default behaviour.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Multi-phase visual facelift (design tokens, dashboards, sidebar/navbar
shell, per-page help guides, and a layout/content pass across every
remaining page) plus backend fixes to the dashboard KPI stats:
- Admin/Supervisor dashboard KPIs (revenue, donations, registrations,
tickets sold) now use a rolling trailing-month window (today back one
calendar month, e.g. 9 May - 8 June if today is 8 June) instead of
calendar month-to-date, which under-counted for most of the month.
The comparison window shifts the same way, so like is still compared
with like.
- Reports deep-links from those stat tiles now match the same window
(range=trailing_month, replacing range=this_month).
- Design tokens (brand-* Tailwind scale + shadcn CSS variables), a
site-wide contextual help button, fixed dashboard sidebar/navbar,
Admin/Supervisor/Staff/User dashboard rebuilds backed by a new
GET /api/stats/overview endpoint, a dedicated Contact page, Site
Settings restyle with WhatsApp config folded in, and an Account
activity feed backed by a new SecurityEvent model.
- Every remaining page (home, events, registration flow, auth, legal,
payment results, and every Admin/Supervisor/Staff/User tool page)
restyled onto the same design tokens, several with real layout
upgrades (home hero, events list/detail, donate page, auth pages).
- 20+ new dedicated help guides so the whole site has page-specific
help content instead of falling back to a generic guide.
- Assorted fixes surfaced along the way: donation-leg double-counting
in payment stats, donations not counting toward revenue, refund
netting in per-method report breakdowns, and donation
over-allocation after a refund.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Supervisor Payments: mode tabs now wrap on mobile instead of overflowing off-screen.
- Reconciling a Yoco transaction as a donation now lets staff pick who it's from.
- Reports payment-method breakdown now buckets into Cash/Card/EFT/Other everywhere,
folding Apple Pay, Google Pay, and Yoco-portal payments into Card.
- Refunds now net against their original method's bucket (Cashup/Finance/Profit reports,
My Payments filtering/display) instead of vanishing or falling into "Other".
- Refund form's method dropdown mirrors the real payment methods and auto-fills from the
payment being refunded, replacing an ambiguous generic "Refund" option.
- Fixed donation remaining/unallocated balance inflating instead of shrinking when a
donation is refunded (assign-donation endpoint, cashup reports, donations reports,
and the Assign Donation panel all summed refund legs with the wrong sign).
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Financial correctness (donation-leg model):
- Donations are no longer mutated when assigned to a registration; assignment now
creates an immutable "leg" record referencing the original donation instead.
- Fixed several places where money was double-counted once a donation was partially
or fully assigned (Payments, Revenue summary, Cashup reconciliation, Finance
report, Profit report, Master Orders, Revenue Detailed).
- Payments now record who recorded them (recordedBy), separate from who they're for.
Cashup:
- Per-user cash denomination counting (optional, any time) replaces the single
event-wide manual entry; the event's cash actual is the live sum of these counts.
- New "Payment accountability by staff member" breakdown across all methods, and a
read-only "Report" tab that opens automatically once an event is closed.
Reports page redesign:
- New shell: sidebar of universal filters (events, date range, past/inactive/closed
toggles), searchable/categorized report grid, and a popup viewer with
Print/Email/Excel/WhatsApp actions plus an in-app Reporting Guide.
- Visual pass: colored stat tiles and bar charts on most reports, matching mockups.
- PDF exports (download/Print/Email/WhatsApp) now share a branded design mirroring
the web report — colored header, stat tiles, bar chart, highlighted totals.
- Excel export now produces a styled .xlsx (via exceljs) instead of a plain CSV.
- Master Orders' "Donations made" table is now included in every export channel.
Bug fixes discovered while testing exports:
- Report emails now go through the shared, DB-configurable mail utility instead of
a one-off transporter that ignored Site Settings SMTP config.
- WhatsApp report sends now surface the actual WAWP API error and auto-recover a
disconnected session, instead of a bare axios status-code message.
Also: Admin-editable notification preference, richer Admin Registrations dashboard,
{{payment.link}} placeholder for Email/WhatsApp Attendees, and background
email/WhatsApp attendee sending.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Self-service "pay now" flows (registration success + user dashboard) now go
straight to a Yoco checkout for the full outstanding balance instead of
prompting for a partial amount; that page has been removed. Partial-amount
payment links remain supervisor/admin-only via the Payments dashboard.
Also adds a "Record Payment" tab to the supervisor manual registration page,
pre-filled with the most recently created registration, so staff can capture
a payment right after registering someone without leaving the page.
Audited every place Payment.method reaches the UI. The main user
dashboard's per-registration payment list (fed by GET
/api/payments/registration/:id) was still showing the raw gateway
string, since that endpoint is shared with the staff-facing supervisor
payments page and wasn't touched by the earlier /mypayments fix.
Extracted the cash/card/eft/voucher/other normalization (matching
normalizeUserMethod on the backend) into frontend/src/lib/paymentMethod.ts
and applied it to both user-facing payment displays. Staff-facing views
(supervisor payments, at-the-door, reports, cashup) intentionally keep
showing the raw method for reconciliation and were left unchanged.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
joshua
