Add W-9 download to the registration ticket via an "Additional forms" question#1707
Merged
Conversation
…uestion 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>
maebeale
commented
Jun 17, 2026
|
|
||
| <!-- Additional forms the registrant asked for during registration --> | ||
| <% if event_registration.w9_requested? %> | ||
| <%= link_to "/documents/awbw-w9.pdf", |
Collaborator
Author
There was a problem hiding this comment.
🤖 From Claude: Links to a stable, undigested public path on purpose — the W-9 lives at public/documents/awbw-w9.pdf, not the asset pipeline (which would fingerprint the filename and break this URL). Shown only when w9_requested?.
maebeale
commented
Jun 17, 2026
|
|
||
| # 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 |
Collaborator
Author
There was a problem hiding this comment.
🤖 From Claude: "Additional forms" is a multi-select, so its submitted value is an array of checked labels (e.g. ["Invoice", "W-9"]). Array(...) normalizes the nil/single/array cases before the per-flag casecmp? checks below.
maebeale
commented
Jun 17, 2026
| visibility: :always_ask | ||
| ) | ||
| additional_forms_field = registration_form.form_fields.create!( | ||
| name: "Do you need either of the following?", |
Collaborator
Author
There was a problem hiding this comment.
🤖 From Claude: Deliberately required: false (set on the field below): "Do you need either of the following?" must allow "neither," matching the CE magic-question precedent — despite the red * in the original mock. Flag if you actually want it required.
maebeale
added a commit
that referenced
this pull request
Jun 17, 2026
Main (#1707) added an "Invoice"/"W-9" opt-in to public registration that sets invoice_requested/w9_requested, with the digital ticket surfacing those downloads — but only the W-9 download was wired up, since the invoice page didn't exist yet. Surface the invoice the same way: a card matching the W-9 one, shown when the registrant requested an invoice, completing that intent. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
maebeale
added a commit
that referenced
this pull request
Jun 17, 2026
* Add dynamically generated event invoice with PDF download AWBW staff and registrants need a printable invoice for paid events. Rather than maintaining a static template per event, this generates the invoice from live data — the brand logo from the asset pipeline, the recipient from the registration/payer, and the line item from the event. One EventInvoice presenter normalizes three sources into a single printable layout: a per-registration invoice (public, reached via the registration's secret slug), and an admin-side event invoice that renders a blank template prefilled with the event's content, autofilling the bill-to/attention from a bulk-payment submission when submission_id is present. PDF export reuses the app's existing print convention (print: Tailwind utilities + a small print Stimulus controller) so no PDF gem or binary is introduced. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * Reach the invoice from submission pages; use the existing print pattern Bulk-payment payers are emailed a link to their (public) submission page, so the invoice needs to be reachable from there — add a "View invoice" link on both the public bulk-payment show page and the admin form-submission page. A bulk-payment submission's invoice is now public (gated by FormSubmission show_invoice?), matching that the submission show page is already public by id; the blank template stays admin-only. Also drop the bespoke print Stimulus controller in favor of the inline onclick="window.print();" pattern already used by sibling event views (recipients, background, social share), and render the invoice on a neutral public background rather than the admin blue tint. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * Gate the ticket invoice link on the invoice_requested opt-in Main (#1707) added an "Invoice"/"W-9" opt-in to public registration that sets invoice_requested/w9_requested, with the digital ticket surfacing those downloads — but only the W-9 download was wired up, since the invoice page didn't exist yet. Surface the invoice the same way: a card matching the W-9 one, shown when the registrant requested an invoice, completing that intent. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * Seed dev registrations with invoice_requested Mark two facilitator/trauma training registrations as having requested an invoice so the dev dataset exercises the ticket's "View invoice" surface, mirroring the existing scholarship_requested seed flag. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * Seed Amy's training registration with W-9 and invoice requested Gives the dev dataset a registration that exercises both the W-9 and invoice ticket surfaces at once, and threads w9_requested through the seed create. Maria and Sarah keep their invoice-only flag. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * Register invoice views in page_bg_class alignment spec The new event/registration invoice views set content_for(:page_bg_class), which the alignment guard requires to be accounted for. Both are publicly reachable (slug / bulk-payment submission id), so "public" is the honest value; the blank-template admin gating is enforced in the controller. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
1 participant
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
What is the goal of this PR and why is this important?
How did you approach the change?
ce_credit_requested"magic question" pattern so the seed, service, and ticket agree on one well-knownfield_identifier.w9_requestedandinvoice_requestedbooleans toevent_registrations(defaultfalse, not null).EventRegistrationServices::PublicRegistration): newADDITIONAL_FORMS_IDENTIFIERconstant +w9_requested?/invoice_requested?that read the multi-select answer, setting both flags on create and on re-registration.multi_select_checkboxquestion (options Invoice, W-9) in its own section, idempotent on re-seed.w9_requested?), styled to match the existing "Before you attend" callout.public/documents/awbw-w9.pdf— served at a stable, undigested/documents/awbw-w9.pdfURL (not the asset pipeline, which would fingerprint the filename).UI Testing Checklist
public/documents/awbw-w9.pdf.invoice_requestedis set (no ticket link yet — follow-up PR).Anything else to add?
required: false. "Do you need either of the following?" must allow "neither," matching the CE magic-question precedent — despite the red*in the original mock.invoice_requestedflag.w9_requested). All green; lint clean; seed verified idempotent.🤖 Generated with Claude Code