- Registration confirmations attach an invoice PDF (itemized breakdown,
early-bird discount, balance due, Yoco pay-now link/QR) whenever a
balance is outstanding; payment/donation confirmations attach a
payment receipt PDF. Sent as an email attachment and, over WhatsApp,
as the PDF itself with the existing message as its caption.
- Users can also (re)send either document on demand: an "Invoice"
button on the registration detail popup, and a "Receipt" button next
to each payment there and on the Payment history page, each opening
an Email/WhatsApp choice popup, via two new endpoints restricted to
the registration/payment's own owner.
- Fix: editing an event option's early-bird tiers deleted and
recreated every tier for that option with brand-new ids, silently
severing the appliedTierId link on all historical purchases (losing
early-bird attribution and undercounting stock-limit usage) even for
tiers the admin didn't touch. Tiers are now upserted by id.
- Update the "My Events" help content and the API docs index for the
new endpoints.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Registration/payment/reminder emails and WhatsApp messages loaded
registrations without their price tranches, so any line spanning more
than one tranche fell back to charging the full quantity at the most
recent tranche's price, silently dropping the early-bird discount from
the outstanding balance and itemized amounts shown to the user.
The user dashboard's registration detail popup also listed one raw
line per tranche; it now merges same item/price/tier lines and groups
early-bird lines separately from standard-price ones.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Early-bird pricing: RegistrationOption now tracks each purchase as a
separate price tranche instead of overwriting a single price/quantity
on repeat purchases, so buying more tickets after a tier expires no
longer re-prices tickets already bought at the old price. Stock-limit
checks, total-due calculation, and the Finance report's revenue-by-
option are all tranche-aware; pages that showed one blended price per
line now render/total each tranche. Viewing a pending/partially-paid
registration (dashboard, detail page, or an event's registration
list) now refreshes stale pricing on the spot instead of only at
payment time.
- Fixed the "(early bird)" dashboard label incorrectly firing on any
line priced below the base option price (e.g. a plain cheaper
variant) — it now checks the real applied-tier flag.
- Added contact-only events (e.g. baptism): no registration/payment
flow, shown on the public site with a "Contact us" popup instead of
a Register button. Configurable via the admin event wizard.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
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>
The internal admin notice for applying a donation to a registration
reused buildPaymentAdminNotice as-is, so it read "Payment recorded" /
"Registration payment" — indistinguishable from an actual incoming
payment even though no new money changed hands. Adds a dedicated
buildDonationAssignmentAdminNotice wrapper (mirroring the one already
added for unassignment) so the subject, heading, and Type field all
say "Donation applied" instead.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Assigning a donation to a registration was one-way: the refund flow
could reverse the money but left the donation's "leg" payment in
place, permanently locking that portion of the donation as used even
though it had been refunded back out. Adds POST
/api/payments/unassign-donation, which deletes the leg, reverts the
registration's status/tickets the same way a refund downgrade already
does, and notifies the registrant. New "Assigned donations" list on
the supervisor Payments page surfaces existing legs with an Unassign
action, since no such list existed before.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Reconciling a Yoco payment and sending payment links blocked the HTTP
response on ticket-PDF generation and email/WhatsApp sends; they now
run in the background like the other payment flows already did.
Registration/payment option loops (pricing, stock checks, ticket
generation) now resolve concurrently instead of sequentially. The
Payments page dropped a per-registration N+1 fetch and now refreshes
its lists in parallel after each action. Added missing indexes for
dashboard stats and donation-leg lookups, and made GET
/api/registrations optionally paginated.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
The scheduled-job store never persisted the channel field, so the
send worker always fell through to its email branch regardless of
what was requested. Also purges sent jobs 24h after sending instead
of keeping them forever, and surfaces who each scheduled job will go
to in the admin "manage scheduled" lists (now correctly filtered per
channel too).
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>
Lets staff redeem a registration's Main Tickets by quantity at the door
(via the Payment/registration flow) instead of scanning each QR code,
and automatically emails/WhatsApps a check-in confirmation to the
attendee. Also routes the At The Door "Open" button and post-payment
flow dynamically: paid registrations jump straight to Check-In instead
of a forced ticket print, since tickets are already sent automatically.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Yoco webhook payments are tagged with whatever wallet type the gateway
reports, not just cash/card/eft/voucher. Cashup/report totals were
silently dropping those into the "other" bucket instead of "card", and
the new user payment history page couldn't filter by them and showed
raw snake_case values.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
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