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Add per-event dashboard with drill-in registrant filters
Event admins had no at-a-glance view of an event's registration and financial health — counts, money received/outstanding, scholarships, and who is represented all required reading the registrant table row by row. - Dashboard at GET /events/:id/dashboard (admin/owner), backed by an EventDashboard service that aggregates the metrics in a few queries. - Money reads as an equation — grand total = registration fees + scholarships + cont-ed — each addend split into paid/completed vs outstanding, expanding to the registrants behind the figure. - Headcounts: registrants (+ inactive), organizations, sectors, states; each expands to its list and links to the matching filtered Manage list. - Manage gains filters + scopes: payment status, scholarship task status, state, state-scoped county ("CA - Los Angeles"), sector, and registrant selection. - Continuing-education fees are stubbed to $0 until their migration lands. - Seed scholarships/payments/allocations for paid dev events so the dashboard shows real numbers locally. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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‎AGENTS.md‎

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@@ -48,22 +48,22 @@ This codebase (Rails 8.1)
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| Directory | Purpose | Count |
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|---|---|---|
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| `app/models/` | ActiveRecord models | ~66 files |
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| `app/services/` | Service objects for complex logic | ~21 files |
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| `app/models/` | ActiveRecord models | ~73 files |
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| `app/services/` | Service objects for complex logic | ~23 files |
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| `app/jobs/` | SolidQueue background jobs | 3 files |
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| `app/models/concerns/` | Shared model modules | 12 concerns |
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| `app/models/concerns/` | Shared model modules | 13 concerns |
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### Presentation
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| Directory | Purpose | Count |
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|---|---|---|
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| `app/controllers/` | Rails controllers (admin/, events/) | ~63 files |
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| `app/views/` | ERB templates | ~465 files |
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| `app/decorators/` | Draper decorators for view logic | ~36 files |
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| `app/policies/` | ActionPolicy authorization rules | ~44 files |
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| `app/controllers/` | Rails controllers (admin/, events/) | ~69 files |
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| `app/views/` | ERB templates | ~504 files |
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| `app/decorators/` | Draper decorators for view logic | ~37 files |
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| `app/policies/` | ActionPolicy authorization rules | ~49 files |
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| `app/presenters/` | Presentation objects | 1 file |
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| `app/helpers/` | View helpers | ~19 files |
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| `app/mailers/` | ActionMailer classes | 6 files |
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| `app/mailers/` | ActionMailer classes | 5 files |
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| `app/inputs/` | Custom SimpleForm inputs | 1 file |
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### Frontend
@@ -172,6 +172,7 @@ end
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### Business Logic
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- `EventDashboard` — Aggregates per-event dashboard metrics (registrant/org/sector/state/county counts, scholarship totals, payment received/outstanding/total)
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- `WorkshopSearchService` — Complex filtering, sorting, pagination with ActionPolicy
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- `WorkshopFromIdeaService` — Converts WorkshopIdea to Workshop with asset migration
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- `WorkshopVariationFromIdeaService` — Variation creation from ideas

‎app/controllers/events_controller.rb‎

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@@ -2,7 +2,7 @@ class EventsController < ApplicationController
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include AhoyTracking, TagAssignable
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skip_before_action :authenticate_user!, only: [ :index, :show ]
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skip_before_action :verify_authenticity_token, only: [ :preview ]
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before_action :set_event, only: %i[ show edit update destroy preview manage preview_reminder send_reminder copy_registration_form ]
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before_action :set_event, only: %i[ show edit update destroy preview dashboard manage preview_reminder send_reminder copy_registration_form ]
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def index
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authorize!
@@ -35,6 +35,12 @@ def preview
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render :show
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end
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def dashboard
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authorize! @event, to: :manage?
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@event = @event.decorate
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@dashboard = EventDashboard.new(@event)
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end
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def manage
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authorize! @event, to: :manage?
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@event = @event.decorate
@@ -43,7 +49,14 @@ def manage
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.joins(:registrant)
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scope = scope.keyword(params[:keyword]) if params[:keyword].present?
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scope = scope.attendance_status(params[:attendance_status]) if params[:attendance_status].present?
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scope = scope.payment_status(params[:payment_status]) if params[:payment_status].present?
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scope = scope.scholarship_status(params[:scholarship]) if params[:scholarship].present?
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scope = scope.registrant_ids(params[:registrant_ids]) if params[:registrant_ids].present?
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scope = scope.registrant_state(params[:state]) if params[:state].present?
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scope = scope.registrant_county(params[:county]) if params[:county].present?
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scope = scope.registrant_sector(params[:sector]) if params[:sector].present?
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@event_registrations = scope.order(Arel.sql("people.first_name, people.last_name"))
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@dashboard = EventDashboard.new(@event)
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emails = @event_registrations.map { |r| r.registrant.preferred_email&.downcase }.compact
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@duplicate_emails = emails.tally.select { |_, count| count > 1 }.keys.to_set

‎app/decorators/event_decorator.rb‎

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@@ -21,6 +21,22 @@ def date
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start_date.strftime("%B %d, %Y")
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end
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# Weekday-prefixed date range (e.g. "Thu-Fri, Jan 1-2, 2026") that collapses the
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# year — and the month/weekday where possible — so nothing repeats unnecessarily.
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def date_range
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s = start_date.in_time_zone(Time.zone)
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e = (end_date || start_date).in_time_zone(Time.zone)
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return s.strftime("%a, %b %-d, %Y") if s.to_date == e.to_date
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if s.year == e.year && s.month == e.month
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"#{s.strftime('%a')}-#{e.strftime('%a')}, #{s.strftime('%b')} #{s.strftime('%-d')}-#{e.strftime('%-d')}, #{s.strftime('%Y')}"
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elsif s.year == e.year
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"#{s.strftime('%a, %b %-d')} - #{e.strftime('%a, %b %-d')}, #{s.strftime('%Y')}"
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else
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"#{s.strftime('%a, %b %-d, %Y')} - #{e.strftime('%a, %b %-d, %Y')}"
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end
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end
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def detail(length: nil)
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length ? description&.truncate(length) : description
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end

‎app/models/event_registration.rb‎

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@@ -35,7 +35,89 @@ class EventRegistration < ApplicationRecord
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OR LOWER(REPLACE(people.last_name, ' ', '')) LIKE :name", name: "%#{registrant_name}%") }
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scope :event_title, ->(event_title) { joins(:event).where("LOWER(events.title LIKE ?)", "%#{event_title}%") }
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scope :active, -> { where(status: ACTIVE_STATUSES) }
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scope :registrant_ids, ->(ids) { where(registrant_id: ids.to_s.split("-").map(&:to_i)) }
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scope :attendance_status, ->(status) { where(status: status) }
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scope :registrant_state, ->(state) {
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joins(registrant: :addresses)
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.where(addresses: { inactive: false, state: state })
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.distinct
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}
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# Accepts "STATE|County" (from the manage filter) to scope to a county within
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# a specific state, or a bare county name for backward compatibility.
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scope :registrant_county, ->(value) {
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state, county = value.to_s.include?("|") ? value.split("|", 2) : [ nil, value.to_s ]
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next none if county.blank?
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conditions = { inactive: false, county: county }
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conditions[:state] = state if state.present?
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joins(registrant: :addresses).where(addresses: conditions).distinct
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}
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scope :registrant_sector, ->(sector_id) {
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joins(registrant: :sectorable_items)
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.where(sectorable_items: { sector_id: sector_id })
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.distinct
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}
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scope :with_scholarship, -> {
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where(<<~SQL.squish)
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EXISTS (
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SELECT 1 FROM allocations
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WHERE allocations.allocatable_type = 'EventRegistration'
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AND allocations.allocatable_id = event_registrations.id
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AND allocations.source_type = 'Scholarship'
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)
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SQL
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}
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scope :scholarship_tasks_completed, -> { with_scholarship_where_tasks(true) }
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scope :scholarship_tasks_incomplete, -> { with_scholarship_where_tasks(false) }
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scope :with_scholarship_where_tasks, ->(completed) {
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where(<<~SQL.squish, completed)
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EXISTS (
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SELECT 1 FROM allocations
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INNER JOIN scholarships ON scholarships.id = allocations.source_id
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WHERE allocations.allocatable_type = 'EventRegistration'
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AND allocations.allocatable_id = event_registrations.id
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AND allocations.source_type = 'Scholarship'
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AND scholarships.tasks_completed = ?
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)
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SQL
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}
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scope :scholarship_status, ->(value) {
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case value
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when "yes" then with_scholarship
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when "complete" then scholarship_tasks_completed
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when "incomplete" then scholarship_tasks_incomplete
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end
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}
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scope :paid_in_full, -> {
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where(<<~SQL.squish)
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COALESCE((
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SELECT SUM(allocations.amount) FROM allocations
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WHERE allocations.allocatable_type = 'EventRegistration'
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AND allocations.allocatable_id = event_registrations.id
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), 0) >= COALESCE((
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SELECT events.cost_cents FROM events WHERE events.id = event_registrations.event_id
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), 0)
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SQL
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}
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scope :not_paid_in_full, -> {
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where(<<~SQL.squish)
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COALESCE((
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SELECT events.cost_cents FROM events WHERE events.id = event_registrations.event_id
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), 0) > 0
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AND COALESCE((
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SELECT SUM(allocations.amount) FROM allocations
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WHERE allocations.allocatable_type = 'EventRegistration'
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AND allocations.allocatable_id = event_registrations.id
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), 0) < COALESCE((
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SELECT events.cost_cents FROM events WHERE events.id = event_registrations.event_id
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), 0)
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SQL
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}
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scope :payment_status, ->(value) {
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case value
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when "paid" then paid_in_full
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when "unpaid" then not_paid_in_full
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end
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}
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scope :keyword, ->(term) {
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return none if term.blank?
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‎app/models/sector.rb‎

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# Scopes
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scope :sector_name, ->(sector_name) {
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sector_name.present? ? where("sectors.name LIKE ?", "%#{sector_name}%") : all }
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scope :sector_ids, ->(ids) { where(id: ids.to_s.split("-").map(&:to_i)) }
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scope :has_taggings, -> { joins(:sectorable_items).distinct }
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scope :has_published_taggings, -> {
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subqueries = Tag::TAGGABLE_META.map do |_key, data|
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scope :filter_scope, ->(params) do
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filtered = self.all
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filtered = filtered.sector_name(params[:sector_name])
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filtered = filtered.sector_ids(params[:sector_ids]) if params[:sector_ids].present?
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filtered = filtered.published if params[:published] == "true"
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filtered = filtered.where(published: false) if params[:published] == "false"
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filtered

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