Add per-event dashboard with drill-in registrant filters by maebeale · Pull Request #1565 · rubyforgood/awbw

maebeale · 2026-06-06T00:26:54Z

What is the goal of this PR and why is this important?

Event admins had no at-a-glance view of an event's health — registrant counts, money received/outstanding, scholarships, and who's represented all required scanning the registrant table row by row.
Adds a per-event Dashboard at GET /events/:id/dashboard (admin/owner only).

How did you approach the change?

EventDashboard service aggregates every metric in a handful of queries; keeps the controller/view thin and is fully unit-tested.
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 each figure.
Headcounts — registrants (+ inactive count), organizations, sectors, states; each card expands to its list and links to the matching filtered Manage registrants view.
Manage filters + scopes — payment status, scholarship task status (all / tasks complete / tasks not complete), state, state-scoped county (e.g. CA - Los Angeles), sector, and registrant-id selection. A Dashboard link is added to the manage header (alongside Group manage registrants header actions into dropdowns #1568's action dropdowns).
Continuing-education fees are stubbed to $0 until their migration lands.
Dev seeds create scholarships/payments/allocations for the paid dev events so the dashboard shows real numbers locally.

Notes for reviewers

Money definitions: Received = payments applied; Outstanding = remaining cost after payments + scholarships; Registration subtotal = received + outstanding; Grand total = registration subtotal + scholarships + cont-ed.
Rebased onto current main — reconciled with Custom forms with roles #1563 (Custom forms with roles) and Group manage registrants header actions into dropdowns #1568 (manage header dropdowns). The dev seed now uses Custom forms with roles #1563's role-based registration/scholarship forms, and the manage header keeps Group manage registrants header actions into dropdowns #1568's dropdowns with the Dashboard link added.
Tests: EventDashboard service spec, EventRegistration scope specs, request specs (render + auth + Manage filters), routing + decorator specs — all green.
Sibling PRs already merged: payments migration reversibility (Make payments payer→person/organization migration reversible #1564), ai/recap+ai/security (Add ai/recap and ai/security shortcuts #1570), FormBuilder seed reconciliation (Reconcile seeded FormBuilders by id and prune duplicates #1571).

Anything else to add?

The branch name still says "overview" (renaming would close the PR); the feature is named Dashboard throughout the code.

Copilot

Pull request overview

Adds an admin/owner-only per-event Overview dashboard (GET /events/:id/overview) that surfaces event health metrics (registrants/orgs/sectors/states + payment/scholarship totals) and wires new payment/scholarship filters into Manage registrants, supported by seeds and automated tests.

Changes:

Introduces EventOverview service and events#overview route/action + view/partials to display aggregated metrics.
Adds payment_status + with_scholarship filtering to event registration management UI/controller and new EventRegistration scopes.
Extends dev seeds and adds specs (service, model scopes, routing, request) to cover the new behavior.

Reviewed changes

Copilot reviewed 14 out of 14 changed files in this pull request and generated 3 comments.

Show a summary per file

File	Description
`app/services/event_overview.rb`	Aggregates overview metrics (registrants, orgs, sectors, states, payment/scholarship totals).
`app/controllers/events_controller.rb`	Adds `overview` action and wires new manage filters.
`config/routes.rb`	Adds member route for `/events/:id/overview`.
`app/views/events/overview.html.erb`	New overview dashboard page UI.
`app/views/events/_overview_stat.html.erb`	Reusable stat card partial for overview money metrics.
`app/views/events/manage.html.erb`	Adds “Overview” link to manage page top actions.
`app/views/events/_manage_search.html.erb`	Adds payment/scholarship dropdown filters (paid events only).
`app/models/event_registration.rb`	Adds new scholarship/payment-related scopes used by Manage filters.
`db/seeds/dummy_dev_seeds.rb`	Seeds payments/scholarships/allocations for paid dev events + minor seed robustness tweaks.
`spec/services/event_overview_spec.rb`	Unit tests for `EventOverview` aggregation logic.
`spec/models/event_registration_spec.rb`	Tests for new `EventRegistration` scopes.
`spec/requests/events_spec.rb`	Request specs for manage filters and overview auth/rendering.
`spec/routing/events_routing_spec.rb`	Routing spec for `events#overview`.
`AGENTS.md`	Documents `EventOverview` in business logic list.

maebeale · 2026-06-06T18:50:57Z

+  def scholarship_total_cents
+    scholarships.sum(:amount_cents)
+  end


we're going to ignore for now and fix in future pr

maebeale · 2026-06-06T18:51:52Z

+  scope :payment_status, ->(value) {
+    case value
+    when "paid" then paid_in_full
+    when "unpaid" then not_paid_in_full
+    end
+  }


will handle in future pr

+      <%= render "overview_stat", label: "Grand total", value: number_to_currency(@overview.grand_total_cents / 100.0),
+            icon: "fa-coins", color: "indigo", count: @overview.registrant_count,
+            subtext: "Scholarships + subtotal", link: manage_event_path(@event) %>


Copilot

Pull request overview

Copilot reviewed 17 out of 17 changed files in this pull request and generated 8 comments.

maebeale · 2026-06-06T18:52:52Z

+  scope :scholarship_status, ->(value) {
+    case value
+    when "yes" then with_scholarship
+    when "complete" then scholarship_tasks_completed
+    when "incomplete" then scholarship_tasks_incomplete
+    end
+  }


will fix in future pr

maebeale · 2026-06-06T18:53:32Z

+  scope :payment_status, ->(value) {
+    case value
+    when "paid" then paid_in_full
+    when "unpaid" then not_paid_in_full
+    end
+  }


will fix in future pr

maebeale · 2026-06-06T18:53:53Z

+# Curated state/county pairs so the event overview's States and Counties cards
+# show a recognizable spread rather than scattered random values.


will fix in future pr

+# Gives the paid dev events real money + scholarship records so the event
+# overview dashboard (registrants / received / outstanding / scholarships)
+# shows meaningful numbers. Registrations and applications (registration-form


maebeale · 2026-06-06T18:54:57Z

+            <%= render "dashboard_money_row", label: "Completed", icon: "fa-circle-check",
+                  amount_cents: @dashboard.completed_scholarship_cents,
+                  count: @dashboard.completed_scholarship_registrants.size, registrants: @dashboard.completed_scholarship_registrants,
+                  filter_path: manage_event_path(@event, registrant_ids: @dashboard.completed_scholarship_registrants.map(&:id).join("-")) %>


will fix in future pr

maebeale · 2026-06-06T18:55:13Z

+                  icon_bg: @dashboard.outstanding_scholarship_registrants.any? ? "bg-orange-500" : nil,
+                  amount_cents: @dashboard.outstanding_scholarship_cents,
+                  count: @dashboard.outstanding_scholarship_registrants.size, registrants: @dashboard.outstanding_scholarship_registrants,
+                  filter_path: manage_event_path(@event, registrant_ids: @dashboard.outstanding_scholarship_registrants.map(&:id).join("-")) %>


will fix in future pr

maebeale · 2026-06-06T18:55:55Z

+            <%= render "dashboard_money_row", label: "Paid", icon: "fa-money-bill-wave",
+                  amount_cents: @dashboard.cont_ed_paid_cents,
+                  count: @dashboard.cont_ed_paid_count, registrants: @dashboard.cont_ed_paid_registrants,
+                  filter_path: manage_event_path(@event, registrant_ids: @dashboard.cont_ed_paid_registrants.map(&:id).join("-")) %>


will fix in future pr

maebeale · 2026-06-06T18:56:11Z

+                  icon_bg: @dashboard.cont_ed_unpaid_count.positive? ? "bg-orange-500" : nil,
+                  amount_cents: @dashboard.cont_ed_outstanding_cents,
+                  count: @dashboard.cont_ed_unpaid_count, registrants: @dashboard.cont_ed_unpaid_registrants,
+                  filter_path: manage_event_path(@event, registrant_ids: @dashboard.cont_ed_unpaid_registrants.map(&:id).join("-")) %>


will fix in future pr

jmilljr24 · 2026-06-06T18:52:38Z

If this are better or more appropriate than the payment seeds I added in db/seeds/payments I'm cool with you removing mine so its not duplicating the effort and more consistent on seeding the data you want for the task at hand.

cool. i've got a little too much in here so am going to push this through and then do sidequests after.
i've been just having one big dev seeds dump of allthethings vs the base seeds, but, it's not a bad idea to split some things out. that should prob be a bigger redux of seeds tho.

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>

PR #1565 (merged to main) added a Scholarships/Payments/Allocations section to the dummy dev seeds to give the event-overview dashboard real numbers. With dev/payments.rb now the single home for payment sample data, keeping payment-record creation in dummy split that concern across two files. - Move the scholarship/payment/allocation funding (CashPayment, CheckPayment, Allocation, Scholarship) out of dummy.rb into payments.rb, re-resolving the events/people/registrations it funds via find_by since those are still created in dummy.rb (run first by db:seed:dev) - The funding guards on missing events, so db:seed:payments on its own is a no-op for dummy events and only funds them as part of db:seed:dev - Event cost_cents, the scholarship application form, and registration scholarship flags stay in dummy.rb — they're event/registration setup, not payment records - Normalize payments.rb's leftover global indentation to top level Verified via `rake db:seed:payments`: dashboards report the expected received/outstanding/scholarship totals. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* Consolidate dev payment seeds into db:seed:dev Payment seed data (test people, a sample event, and payment/allocation/ refund scenarios) was loaded from the base db/seeds.rb, so it ran on every db:seed — including production. It is sample data for exercising the payments UI, not required base data, so it does not belong in the production seed run. - Move dev-only seeds under db/seeds/dev/ to signal they never run in prod - Split seeding into rake tasks: db:seed:dummy and db:seed:payments, both orchestrated by db:seed:dev (which still runs the base db:seed first) - Drop the payment seed call (and now-unused seed helper) from db/seeds.rb - Rename the dev task db:dev:seed -> db:seed:dev to sit alongside the built-in db:seed:replant Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * Clarify payment seed header comment rake db:seed:payments already runs the file on its own, so the prior 'can also be run independently' wording was confusing. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * Move all payment seeding from dummy into dev/payments.rb PR #1565 (merged to main) added a Scholarships/Payments/Allocations section to the dummy dev seeds to give the event-overview dashboard real numbers. With dev/payments.rb now the single home for payment sample data, keeping payment-record creation in dummy split that concern across two files. - Move the scholarship/payment/allocation funding (CashPayment, CheckPayment, Allocation, Scholarship) out of dummy.rb into payments.rb, re-resolving the events/people/registrations it funds via find_by since those are still created in dummy.rb (run first by db:seed:dev) - The funding guards on missing events, so db:seed:payments on its own is a no-op for dummy events and only funds them as part of db:seed:dev - Event cost_cents, the scholarship application form, and registration scholarship flags stay in dummy.rb — they're event/registration setup, not payment records - Normalize payments.rb's leftover global indentation to top level Verified via `rake db:seed:payments`: dashboards report the expected received/outstanding/scholarship totals. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>

Copilot AI review requested due to automatic review settings June 6, 2026 00:26

Copilot started reviewing on behalf of maebeale June 6, 2026 00:27 View session

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maebeale force-pushed the maebeale/event-overview-dashboard branch from e564e15 to 3c4f587 Compare June 6, 2026 18:03

maebeale changed the title ~~Add per-event overview dashboard~~ Add per-event dashboard with drill-in registrant filters Jun 6, 2026

Copilot AI review requested due to automatic review settings June 6, 2026 18:44

maebeale force-pushed the maebeale/event-overview-dashboard branch from 3c4f587 to 124ee44 Compare June 6, 2026 18:44

Copilot started reviewing on behalf of maebeale June 6, 2026 18:44 View session

maebeale marked this pull request as ready for review June 6, 2026 18:49

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jmilljr24 reviewed Jun 6, 2026

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maebeale force-pushed the maebeale/event-overview-dashboard branch from 124ee44 to ecafd13 Compare June 6, 2026 18:58

maebeale merged commit 2b665c4 into main Jun 6, 2026
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maebeale deleted the maebeale/event-overview-dashboard branch June 6, 2026 19:13

maebeale mentioned this pull request Jun 6, 2026

Consolidate dev payment seeds into db:seed:dev #1573

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		# Curated state/county pairs so the event overview's States and Counties cards
		# show a recognizable spread rather than scattered random values.

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maebeale commented Jun 6, 2026 • edited Loading Uh oh! There was an error while loading. Please reload this page.

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What is the goal of this PR and why is this important?

How did you approach the change?

Notes for reviewers

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maebeale commented Jun 6, 2026 •

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