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>
Two consistency fixes requested after the payment-method work:
1. Registration status (pending/confirmed/partial_paid/paid/cancelled)
was printed as a raw string on the user dashboard. Added
RegistrationStatusBadge mirroring the existing EventStatusBadge
pattern, using the same status colors already established on
dashboard/admin/registrations.
2. Inline success/error banners across dashboard pages persisted
indefinitely. Added a shared useDismissingState hook (drop-in
useState replacement that auto-clears a truthy value after 7s,
resetting the timer on each update) and swapped it in across ~24
dashboard files. Excluded: message-only modal dialogs (ticket-
scanning's success/error confirmations) and two states that mix
live form-validation feedback with async results inside actively-
open forms (the registration-edit modal's editError, the event
create/edit modal's error) - those keep persisting until the user
acts, since auto-hiding a "fix this field" message mid-edit would
be a regression. Also fixed at-the-door's existing bespoke
auto-dismiss timers (10s/15s, one mislabeled as "5s") to the same
consistent 7s, and removed admin/settings' manual x dismiss button
in favor of the same auto-only behavior.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
joshuaandClaude Sonnet 5