Add per-event dashboard with drill-in registrant filters

AGENTS.md

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

app/controllers/events_controller.rb

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

app/decorators/event_decorator.rb

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

app/models/event_registration.rb

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

app/models/sector.rb

@@ -43,6 +43,7 @@ class Sector < ApplicationRecord
   # Scopes
   scope :sector_name, ->(sector_name) {
     sector_name.present? ? where("sectors.name LIKE ?", "%#{sector_name}%") : all }
+  scope :sector_ids, ->(ids) { where(id: ids.to_s.split("-").map(&:to_i)) }
   scope :has_taggings, -> { joins(:sectorable_items).distinct }
   scope :has_published_taggings, -> {
     subqueries = Tag::TAGGABLE_META.map do |_key, data|
@@ -60,6 +61,7 @@ class Sector < ApplicationRecord
   scope :filter_scope, ->(params) do
     filtered = self.all
     filtered = filtered.sector_name(params[:sector_name])
+    filtered = filtered.sector_ids(params[:sector_ids]) if params[:sector_ids].present?
     filtered = filtered.published if params[:published] == "true"
     filtered = filtered.where(published: false) if params[:published] == "false"
     filtered