Add W-9 download to the registration ticket via an Additional forms question (#1707)

Registrants who need AWBW's W-9 (or an invoice) had no way to ask for it during
registration, and staff had no signal to act on. Add an "Additional forms"
multi-select question whose selections drive new w9_requested / invoice_requested
flags on the registration — mirroring the existing ce_credit "magic question" so
the seed, service, and ticket stay consistent.

The digital ticket now surfaces a W-9 download (static public PDF) when w9_requested
is set. The invoice flag is wired up but its download page is intentionally left for
a follow-up PR, which only needs to consume the existing flag.

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>

Author: maebeale

app/services/event_registration_services/public_registration.rb

@@ -7,6 +7,14 @@ class PublicRegistration
     # ce_credit_requested flag. Kept here so the seed, service, and specs agree.
     CE_CREDIT_INTEREST_IDENTIFIER = "ce_credit_interest".freeze
 
+    # Well-known field_identifier of the "Additional forms" multi-select question.
+    # Checking "Invoice" / "W-9" toggles the registration's invoice_requested /
+    # w9_requested flags, which the digital ticket reads to surface those downloads.
+    # The option labels below must match the seeded answer options exactly.
+    ADDITIONAL_FORMS_IDENTIFIER = "additional_forms".freeze
+    ADDITIONAL_FORMS_INVOICE = "Invoice".freeze
+    ADDITIONAL_FORMS_W9 = "W-9".freeze
+
     def self.call(event:, form:, form_params:, scholarship_requested: false, person: nil)
       new(event:, form:, form_params:, scholarship_requested:, person:).call
     end
@@ -37,6 +45,8 @@ def call
         if existing
           existing.update!(scholarship_requested: true) if @scholarship_requested
           existing.update!(ce_credit_requested: true) if ce_credit_requested?
+          existing.update!(w9_requested: true) if w9_requested?
+          existing.update!(invoice_requested: true) if invoice_requested?
           if existing.status == "cancelled"
             existing.update!(status: "registered")
             send_notifications(existing)
@@ -255,7 +265,9 @@ def create_event_registration(person)
       @event.event_registrations.create!(
         registrant: person,
         scholarship_requested: @scholarship_requested,
-        ce_credit_requested: ce_credit_requested?
+        ce_credit_requested: ce_credit_requested?,
+        w9_requested: w9_requested?,
+        invoice_requested: invoice_requested?
       )
     end
 
@@ -264,6 +276,20 @@ def ce_credit_requested?
       field_value(CE_CREDIT_INTEREST_IDENTIFIER).to_s.strip.casecmp?("yes")
     end
 
+    # The "Additional forms" question is a multi-select, so its submitted value is
+    # an array of the checked option labels (e.g. [ "Invoice", "W-9" ]).
+    def additional_forms_selections
+      Array(field_value(ADDITIONAL_FORMS_IDENTIFIER)).map { |value| value.to_s.strip }
+    end
+
+    def w9_requested?
+      additional_forms_selections.any? { |value| value.casecmp?(ADDITIONAL_FORMS_W9) }
+    end
+
+    def invoice_requested?
+      additional_forms_selections.any? { |value| value.casecmp?(ADDITIONAL_FORMS_INVOICE) }
+    end
+
     def create_form_submission(person)
       submission = FormSubmission.create!(person: person, form: @form, event: @event)
       save_form_answers(submission)

app/views/event_registrations/_ticket.html.erb

@@ -109,6 +109,22 @@
         <% end %>
       <% end %>
 
+      <!-- Additional forms the registrant asked for during registration -->
+      <% if event_registration.w9_requested? %>
+        <%= link_to "/documents/awbw-w9.pdf",
+                      target: "_blank", rel: "noopener",
+                      class: "flex items-center gap-3 rounded-xl border-2 border-blue-200 bg-blue-50 px-4 py-3 hover:bg-blue-100 transition-colors" do %>
+          <i class="fa-solid fa-file-pdf text-blue-500 text-xl shrink-0"></i>
+
+          <div class="flex-1 min-w-0 text-left">
+            <p class="font-semibold text-blue-900">Download W-9</p>
+            <p class="text-sm text-blue-700">AWBW's W-9 tax form for your records</p>
+          </div>
+
+          <i class="fa-solid fa-download text-blue-500 shrink-0"></i>
+        <% end %>
+      <% end %>
+
       <!-- Divider -->
       <div class="border-t border-gray-200"></div>
 

db/migrate/20260617180000_add_w9_and_invoice_requested_to_event_registrations.rb

@@ -0,0 +1,16 @@
+class AddW9AndInvoiceRequestedToEventRegistrations < ActiveRecord::Migration[8.1]
+  def up
+    unless column_exists?(:event_registrations, :w9_requested)
+      add_column :event_registrations, :w9_requested, :boolean, default: false, null: false
+    end
+
+    unless column_exists?(:event_registrations, :invoice_requested)
+      add_column :event_registrations, :invoice_requested, :boolean, default: false, null: false
+    end
+  end
+
+  def down
+    remove_column :event_registrations, :w9_requested, if_exists: true
+    remove_column :event_registrations, :invoice_requested, if_exists: true
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[8.1].define(version: 2026_06_16_130000) do
+ActiveRecord::Schema[8.1].define(version: 2026_06_17_180000) do
   create_table "action_text_mentions", charset: "utf8mb4", collation: "utf8mb4_unicode_ci", force: :cascade do |t|
     t.bigint "action_text_rich_text_id", null: false
     t.datetime "created_at", null: false
@@ -451,12 +451,14 @@
     t.string "checkout_session_id"
     t.datetime "created_at", null: false
     t.bigint "event_id"
+    t.boolean "invoice_requested", default: false, null: false
     t.boolean "payment_unresolved"
     t.bigint "registrant_id", null: false
     t.boolean "scholarship_requested", default: false, null: false
     t.string "slug"
     t.string "status", default: "registered", null: false
     t.datetime "updated_at", null: false
+    t.boolean "w9_requested", default: false, null: false
     t.index ["checkout_session_id"], name: "index_event_registrations_on_checkout_session_id"
     t.index ["event_id"], name: "index_event_registrations_on_event_id"
     t.index ["payment_unresolved"], name: "index_event_registrations_on_payment_unresolved"

db/seeds/dev/events_management.rb

@@ -129,6 +129,46 @@
   end
 end
 
+# The "Additional forms" question: a multi-select whose checked options drive the
+# resulting registration's invoice_requested / w9_requested flags (see
+# EventRegistrationServices::PublicRegistration). The digital ticket reads those
+# flags to surface the matching downloads. Seeded onto its own section, like the
+# CE question above, so the form builder's add/remove-section logic leaves it
+# alone, and carrying the well-known field_identifier the service keys off. The
+# answer-option names must match the service's ADDITIONAL_FORMS_* constants.
+additional_forms_identifier = EventRegistrationServices::PublicRegistration::ADDITIONAL_FORMS_IDENTIFIER
+if registration_form.form_fields.where(field_identifier: additional_forms_identifier).none?
+  next_position = (registration_form.form_fields.maximum(:position) || 0) + 1
+  registration_form.form_fields.create!(
+    name: "Additional forms",
+    answer_type: :group_header,
+    status: :active,
+    position: next_position,
+    required: false,
+    section: "additional_forms",
+    visibility: :always_ask
+  )
+  additional_forms_field = registration_form.form_fields.create!(
+    name: "Do you need either of the following?",
+    answer_type: :multi_select_checkbox,
+    status: :active,
+    position: next_position + 1,
+    required: false,
+    field_identifier: additional_forms_identifier,
+    section: "additional_forms",
+    visibility: :always_ask,
+    width: :full,
+    hint_text: "If selected, these will be available on your digital registration ticket."
+  )
+  [
+    EventRegistrationServices::PublicRegistration::ADDITIONAL_FORMS_INVOICE,
+    EventRegistrationServices::PublicRegistration::ADDITIONAL_FORMS_W9
+  ].each_with_index do |opt, idx|
+    ao = AnswerOption.find_or_create_by!(name: opt) { |a| a.position = idx }
+    additional_forms_field.form_field_answer_options.create!(answer_option: ao)
+  end
+end
+
 # Each entry: [title, form_type, cost_cents, scholarship?, visibility, span_days]
 # form_type: :long, :short, or :none. span_days (optional) makes a multi-day event.
 dev_events = [

public/documents/README.md

@@ -0,0 +1,12 @@
+# Static documents
+
+Files here are served directly at `/documents/<filename>` (no asset digest), so
+links to them stay stable.
+
+## awbw-w9.pdf
+
+The registration ticket links to `/documents/awbw-w9.pdf` when a registrant checks
+"W-9" on the "Additional forms" registration question. It's a single static file
+shared by every registrant (see `EventRegistrationServices::PublicRegistration` and
+`app/views/event_registrations/_ticket.html.erb`). Replace `awbw-w9.pdf` here when
+AWBW issues an updated W-9.

public/documents/awbw-w9.pdf

@@ -47,6 +47,20 @@
       end
     end
 
+    context "W-9 download link" do
+      it "shows the W-9 download link when w9_requested" do
+        registration.update!(w9_requested: true)
+        get registration_ticket_path(registration.slug)
+        expect(response.body).to include("/documents/awbw-w9.pdf")
+        expect(response.body).to include("Download W-9")
+      end
+
+      it "hides the W-9 download link when not requested" do
+        get registration_ticket_path(registration.slug)
+        expect(response.body).not_to include("/documents/awbw-w9.pdf")
+      end
+    end
+
     context "with an invalid slug" do
       it "returns 404" do
         get registration_ticket_path("nonexistent-slug")

spec/requests/events/registrations_spec.rb

@@ -110,6 +110,68 @@ def register_with_ce(answer)
     end
   end
 
+  describe "Additional forms (multi-select magic question)" do
+    let!(:additional_forms_field) do
+      field = form.form_fields.create!(
+        name: "Do you need either of the following?",
+        answer_type: :multi_select_checkbox,
+        status: :active,
+        position: (form.form_fields.maximum(:position) || 0) + 1,
+        required: false,
+        field_identifier: described_class::ADDITIONAL_FORMS_IDENTIFIER,
+        section: "additional_forms",
+        visibility: :always_ask
+      )
+      [ described_class::ADDITIONAL_FORMS_INVOICE, described_class::ADDITIONAL_FORMS_W9 ].each_with_index do |opt, idx|
+        ao = AnswerOption.find_or_create_by!(name: opt) { |a| a.position = idx }
+        field.form_field_answer_options.create!(answer_option: ao)
+      end
+      field
+    end
+
+    def register_with_additional_forms(selections)
+      params = base_form_params(first_name: "Wendy", last_name: "Nein", email: "wendy@example.com")
+      params = params.merge(additional_forms_field.id.to_s => selections) unless selections.nil?
+      described_class.call(event: event, form: form, form_params: params)
+    end
+
+    it "sets both flags when both options are checked" do
+      registration = register_with_additional_forms([ "Invoice", "W-9" ]).event_registration
+      expect(registration.invoice_requested).to be true
+      expect(registration.w9_requested).to be true
+    end
+
+    it "sets only w9_requested when only W-9 is checked" do
+      registration = register_with_additional_forms([ "W-9" ]).event_registration
+      expect(registration.w9_requested).to be true
+      expect(registration.invoice_requested).to be false
+    end
+
+    it "sets only invoice_requested when only Invoice is checked" do
+      registration = register_with_additional_forms([ "Invoice" ]).event_registration
+      expect(registration.invoice_requested).to be true
+      expect(registration.w9_requested).to be false
+    end
+
+    it "leaves both flags off when nothing is checked" do
+      registration = register_with_additional_forms(nil).event_registration
+      expect(registration.w9_requested).to be false
+      expect(registration.invoice_requested).to be false
+    end
+
+    it "turns the flags on for an existing registration that now checks the options" do
+      person = create(:person, first_name: "Wendy", last_name: "Nein", email: "wendy@example.com")
+      existing = create(:event_registration, event: event, registrant: person,
+                                              w9_requested: false, invoice_requested: false)
+
+      result = register_with_additional_forms([ "Invoice", "W-9" ])
+
+      expect(result.event_registration).to eq(existing)
+      expect(existing.reload.w9_requested).to be true
+      expect(existing.reload.invoice_requested).to be true
+    end
+  end
+
   describe "re-registration after cancellation" do
     let(:person) { create(:person, first_name: "Jane", last_name: "Doe", email: "jane@example.com") }
     let!(:cancelled_registration) do