Files
hope-events/backend/prisma/migrations/20260804093754_add_person_cash_counts/migration.sql
T
joshuaandClaude Sonnet 5 0de3f4be7d Fix financial double-counting, rebuild cashup accountability, and redesign the Reports page
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>
2026-08-04 14:52:54 +02:00

44 lines
1.8 KiB
SQL

-- CreateTable
CREATE TABLE "EventCashupPersonCount" (
"id" TEXT NOT NULL,
"eventId" TEXT NOT NULL,
"userId" TEXT NOT NULL,
"enteredById" TEXT,
"notes" TEXT,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updatedAt" TIMESTAMP(3) NOT NULL,
CONSTRAINT "EventCashupPersonCount_pkey" PRIMARY KEY ("id")
);
-- CreateTable
CREATE TABLE "EventCashupPersonCountDenomination" (
"id" TEXT NOT NULL,
"countId" TEXT NOT NULL,
"value" DOUBLE PRECISION NOT NULL,
"count" INTEGER NOT NULL,
CONSTRAINT "EventCashupPersonCountDenomination_pkey" PRIMARY KEY ("id")
);
-- CreateIndex
CREATE INDEX "EventCashupPersonCount_eventId_idx" ON "EventCashupPersonCount"("eventId");
-- CreateIndex
CREATE UNIQUE INDEX "EventCashupPersonCount_eventId_userId_key" ON "EventCashupPersonCount"("eventId", "userId");
-- CreateIndex
CREATE INDEX "EventCashupPersonCountDenomination_countId_idx" ON "EventCashupPersonCountDenomination"("countId");
-- AddForeignKey
ALTER TABLE "EventCashupPersonCount" ADD CONSTRAINT "EventCashupPersonCount_eventId_fkey" FOREIGN KEY ("eventId") REFERENCES "Event"("id") ON DELETE CASCADE ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "EventCashupPersonCount" ADD CONSTRAINT "EventCashupPersonCount_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "EventCashupPersonCount" ADD CONSTRAINT "EventCashupPersonCount_enteredById_fkey" FOREIGN KEY ("enteredById") REFERENCES "User"("id") ON DELETE SET NULL ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "EventCashupPersonCountDenomination" ADD CONSTRAINT "EventCashupPersonCountDenomination_countId_fkey" FOREIGN KEY ("countId") REFERENCES "EventCashupPersonCount"("id") ON DELETE CASCADE ON UPDATE CASCADE;