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>
Send logged-in users to their dashboard instead of the registration
form, matching how the Navbar already treats logged-in vs guest users.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
The popup card had no overall height cap, only the tab content area
did, so the header/quick-links/footer could push the close button off
screen on short mobile viewports. The card is now capped to the
screen height with the header and footer pinned in place, and only
the tab content scrolls internally.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Add matching lucide-react icons to tab/mode switcher buttons on
payments, at-the-door, manual, email-attendees, whatsapp-attendees,
and admin cashup pages, mirroring icons already used in their help menus
- Fix navbar Logout button sitting lower than other nav links (missing
border/padding classes that other links use for their active-underline)
- Fix stat card labels getting truncated on mobile by removing the
ellipsis-cut label and widening the mobile grid to one column
- Fix Revenue trend / Top performing events rendering outside the
viewport on mobile by containing horizontal overflow and truncating
long event titles in the table
- The site-wide help guide no longer auto-opens on first visit to a page
— it only opens when the help button is clicked. Removed the
now-pointless "Don't show this again" checkbox and the per-page
dismissal tracking it drove.
- Admin dashboard quick actions was missing "At the door" (walk-in
registration, payments, ticket printing), which Supervisor already had.
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>
Report popup buttons and the page's search/Back controls overflowed
off-screen on mobile instead of wrapping, and the sidebar's custom
date range inputs spilled outside the filter box on desktop.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Sidebar now shows only on each role's root landing page
(/dashboard/staff, /dashboard/supervisor, /dashboard/admin) and hides on
every sub-page beneath them, not just Reports. Navbar's "Dashboard" link
always leads back to the role root.
- Fixed two dropdown panels (EventsDropdown, the Email/WhatsApp Attendees
recipient picker) that could extend past the viewport's right edge on
narrow screens; both now stretch to their trigger's width like other
dropdowns in the app already do.
- Wrapped the Admin Cashup event-costs table in the same overflow-auto
container every sibling table on that page already uses, so it scrolls
horizontally on narrow screens instead of squeezing its columns.
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>
joshuaandClaude Sonnet 5