Add dynamically generated event invoice with PDF download

AGENTS.md

@@ -61,7 +61,7 @@ This codebase (Rails 8.1)
 | `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/presenters/` | Presentation objects | 2 files |
 | `app/helpers/` | View helpers | ~19 files |
 | `app/mailers/` | ActionMailer classes | 5 files |
 | `app/inputs/` | Custom SimpleForm inputs | 1 file |

app/controllers/events/invoices_controller.rb

@@ -0,0 +1,32 @@
+module Events
+  # Admin-side invoice for an event. Renders a blank template prefilled with the
+  # event's content (line item + cost); when a `submission_id` is supplied it
+  # autofills the bill-to/attention from that bulk-payment submission.
+  class InvoicesController < ApplicationController
+    # Bulk-payment payers have no account; authorization (below) gates access.
+    skip_before_action :authenticate_user!, only: [ :show ]
+    before_action :set_event
+
+    def show
+      if params[:submission_id].present?
+        # A bulk-payment submission's invoice is reachable by the payer (who has
+        # no account), matching the public bulk-payment show page they're sent.
+        @submission = FormSubmission.find(params[:submission_id])
+        authorize! @submission, to: :show_invoice?
+        @invoice = EventInvoice.from_bulk_payment(@submission)
+      else
+        # The blank template is an admin tool.
+        authorize! @event, to: :invoice?
+        @invoice = EventInvoice.from_event(@event)
+      end
+
+      @event = @event.decorate
+    end
+
+    private
+
+    def set_event
+      @event = Event.find(params[:event_id])
+    end
+  end
+end

app/controllers/events/registrations_controller.rb

@@ -3,7 +3,7 @@ class RegistrationsController < ApplicationController
     before_action :authenticate_user!, only: [ :create, :destroy ]
     before_action :set_event, only: [ :create, :destroy ]
     before_action :set_registrant, only: [ :create, :destroy ]
-    before_action :set_event_registration, only: [ :show, :resend_confirmation, :cancel, :reactivate, :pay ]
+    before_action :set_event_registration, only: [ :show, :invoice, :resend_confirmation, :cancel, :reactivate, :pay ]
 
     def show
       authorize! @event_registration, to: :show_public?
@@ -22,6 +22,12 @@ def show
       end
     end
 
+    def invoice
+      authorize! @event_registration, to: :show_public?
+      @event = @event_registration.event
+      @invoice = EventInvoice.from_registration(@event_registration)
+    end
+
     def resend_confirmation
       authorize! @event_registration, to: :show_public?
       send_registration_notifications(@event_registration)

app/policies/event_policy.rb

@@ -83,6 +83,10 @@ def bulk_payments?
     manage?
   end
 
+  def invoice?
+    manage?
+  end
+
   def preview_reminder?
     manage?
   end

app/policies/form_submission_policy.rb

@@ -3,4 +3,11 @@ class FormSubmissionPolicy < ApplicationPolicy
   def show?
     admin?
   end
+
+  # Bulk-payment payers have no account but are emailed a link to their public
+  # submission, so they can reach its invoice too. Other submission types stay
+  # admin-only.
+  def show_invoice?
+    record.role == "bulk_payment" || admin?
+  end
 end

app/presenters/event_invoice.rb

@@ -0,0 +1,139 @@
+# Normalizes the data needed to render an event invoice from either source it
+# can be generated for: a single person's EventRegistration, or an
+# organization's bulk-payment FormSubmission. Both resolve to the same shape
+# (bill-to, attention, line items, total) so one view renders both.
+class EventInvoice
+  ISSUER_NAME = "A Window Between Worlds".freeze
+  ISSUER_ADDRESS_LINES = [ "1029 1/2 W 24th St", "Los Angeles, CA 90007" ].freeze
+  ISSUER_EMAIL = "info@awbw.org".freeze
+  PAYABLE_TO_NOTE = "Please make checks payable to A Window Between Worlds".freeze
+
+  LineItem = Struct.new(:date, :description, :quantity, :unit_price_cents, keyword_init: true) do
+    def amount_cents
+      unit_price_cents.to_i * quantity.to_i
+    end
+  end
+
+  attr_reader :event, :number, :date, :reference, :client_id,
+              :bill_to_name, :bill_to_address_lines, :bill_to_email,
+              :attention, :line_items
+
+  # One registration → one attendee billed at the event cost. The registrant's
+  # snapshotted organization (if any) is the bill-to; otherwise bill the person.
+  def self.from_registration(registration)
+    event = registration.event
+    registrant = registration.registrant
+    organization = registration.organizations.first
+    addressable = organization || registrant
+
+    new(
+      event: event,
+      number: "R-#{registration.id}",
+      date: registration.created_at.to_date,
+      client_id: organization&.id || registrant.id,
+      bill_to_name: organization&.name.presence || registrant.full_name,
+      bill_to_address_lines: address_lines_for(addressable),
+      bill_to_email: organization&.email.presence || registrant.preferred_email,
+      attention: registrant.full_name,
+      line_items: [
+        LineItem.new(
+          date: registration.created_at.to_date,
+          description: event.title,
+          quantity: 1,
+          unit_price_cents: event.cost_cents.to_i
+        )
+      ]
+    )
+  end
+
+  # A blank invoice template carrying only the event's content (one attendee at
+  # the event cost). The bill-to and attention are left empty to be filled in.
+  def self.from_event(event)
+    new(
+      event: event,
+      number: nil,
+      date: Date.current,
+      client_id: nil,
+      bill_to_name: nil,
+      bill_to_address_lines: [],
+      bill_to_email: nil,
+      attention: nil,
+      line_items: [
+        LineItem.new(
+          date: nil,
+          description: event.title,
+          quantity: 1,
+          unit_price_cents: event.cost_cents.to_i
+        )
+      ]
+    )
+  end
+
+  # A bulk payment bills the payer's organization for every attendee submitted.
+  # The form captures the payer/org as free text (no Organization record), so
+  # there is no structured address to show.
+  def self.from_bulk_payment(submission)
+    event = submission.resolved_event
+    answers = submission.answers_by_identifier
+    payer = submission.person
+    payer_name = [ answers["payer_first_name"], answers["payer_last_name"] ]
+      .map(&:presence).compact.join(" ").presence || payer&.full_name
+    quantity = [ submission.bulk_payment_attendee_count, 1 ].max
+
+    new(
+      event: event,
+      number: "B-#{submission.id}",
+      date: submission.created_at.to_date,
+      client_id: submission.id,
+      bill_to_name: answers["payer_organization"].presence || payer_name,
+      bill_to_address_lines: [],
+      bill_to_email: answers["payer_email"].presence || payer&.preferred_email,
+      attention: payer_name,
+      line_items: [
+        LineItem.new(
+          date: submission.created_at.to_date,
+          description: event&.title,
+          quantity: quantity,
+          unit_price_cents: event&.cost_cents.to_i
+        )
+      ]
+    )
+  end
+
+  def initialize(event:, number:, date:, client_id:, bill_to_name:,
+                 bill_to_address_lines:, bill_to_email:, attention:, line_items:,
+                 reference: nil)
+    @event = event
+    @number = number
+    @date = date
+    @client_id = client_id
+    @bill_to_name = bill_to_name
+    @bill_to_address_lines = bill_to_address_lines
+    @bill_to_email = bill_to_email
+    @attention = attention
+    @line_items = line_items
+    @reference = reference
+  end
+
+  def total_cents
+    line_items.sum(&:amount_cents)
+  end
+
+  def issuer_name = ISSUER_NAME
+  def issuer_address_lines = ISSUER_ADDRESS_LINES
+  def issuer_email = ISSUER_EMAIL
+  def payable_to_note = PAYABLE_TO_NOTE
+
+  def self.address_lines_for(addressable)
+    return [] unless addressable.respond_to?(:addresses)
+
+    address = addressable.addresses.active.first
+    return [] unless address
+
+    city_line = [ address.city.presence,
+                  [ address.state.presence, address.zip_code.presence ].compact.join(" ").presence ]
+      .compact.join(", ")
+    [ address.street_address.presence, city_line.presence ].compact
+  end
+  private_class_method :address_lines_for
+end

app/views/event_registrations/_ticket.html.erb

@@ -125,6 +125,21 @@
         <% end %>
       <% end %>
 
+      <% if event_registration.invoice_requested? %>
+        <%= link_to registration_invoice_path(event_registration.slug),
+                      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-invoice-dollar text-blue-500 text-xl shrink-0"></i>
+
+          <div class="flex-1 min-w-0 text-left">
+            <p class="font-semibold text-blue-900">View invoice</p>
+            <p class="text-sm text-blue-700">Itemized invoice for this registration</p>
+          </div>
+
+          <i class="fa-solid fa-arrow-right text-blue-500 shrink-0"></i>
+        <% end %>
+      <% end %>
+
       <!-- Divider -->
       <div class="border-t border-gray-200"></div>
 

app/views/events/_bulk_payment_card.html.erb

@@ -34,11 +34,18 @@
       <%= render "payment_badge", payment: payment %>
     </span>
     <span class="text-sm text-gray-500 whitespace-nowrap"><%= submission.created_at.strftime("%b %-d, %Y") %></span>
-    <%= link_to form_submission_path(submission, return_to: "bulk_payments", expand: submission.id),
-                title: "View form submission",
-                class: "inline-flex items-center gap-1.5 rounded-lg border border-gray-300 bg-white px-2.5 py-1 text-xs font-medium text-gray-600 shadow-sm hover:bg-gray-50 hover:text-gray-800 transition-colors whitespace-nowrap" do %>
-      <i class="fa-solid fa-file-lines text-xs"></i> Submission
-    <% end %>
+    <div class="flex items-center gap-2">
+      <%= link_to form_submission_path(submission, return_to: "bulk_payments", expand: submission.id),
+                  title: "View form submission",
+                  class: "inline-flex items-center gap-1.5 rounded-lg border border-gray-300 bg-white px-2.5 py-1 text-xs font-medium text-gray-600 shadow-sm hover:bg-gray-50 hover:text-gray-800 transition-colors whitespace-nowrap" do %>
+        <i class="fa-solid fa-file-lines text-xs"></i> Submission
+      <% end %>
+      <%= link_to event_invoice_path(@event, submission_id: submission.id, return_to: "bulk_payments"),
+                  title: "View invoice",
+                  class: "inline-flex items-center gap-1.5 rounded-lg border border-gray-300 bg-white px-2.5 py-1 text-xs font-medium text-gray-600 shadow-sm hover:bg-gray-50 hover:text-gray-800 transition-colors whitespace-nowrap" do %>
+        <i class="fa-solid fa-file-invoice-dollar text-xs"></i> Invoice
+      <% end %>
+    </div>
 
     <button type="button"
             data-action="dropdown#toggle"

app/views/events/bulk_payments.html.erb

@@ -9,7 +9,13 @@
 
   <div class="flex flex-wrap items-center justify-between gap-4 mb-6">
     <h1 class="text-2xl font-semibold text-gray-900">Bulk payments</h1>
-    <p class="text-sm text-gray-500"><%= @submissions.size %> submission<%= "s" unless @submissions.size == 1 %></p>
+    <div class="flex items-center gap-3">
+      <%= link_to event_invoice_path(@event),
+                  class: "inline-flex items-center gap-1.5 rounded-lg border border-gray-300 bg-white px-3 py-2 text-sm font-medium text-gray-700 shadow-sm hover:bg-gray-50 transition-colors" do %>
+        <i class="fa-solid fa-file-invoice-dollar text-xs"></i> Blank invoice
+      <% end %>
+      <p class="text-sm text-gray-500"><%= @submissions.size %> submission<%= "s" unless @submissions.size == 1 %></p>
+    </div>
   </div>
 
   <% if @submissions.any? %>

app/views/events/bulk_payments/show.html.erb

@@ -45,6 +45,13 @@
       <% end %>
       <%= render "form_submissions/submission", submission: @submission %>
 
+      <div class="mt-6 flex justify-center">
+        <%= link_to event_invoice_path(@event, submission_id: @submission.id, return_to: "bulk_payment_show"),
+                    class: "inline-flex items-center gap-2 rounded-lg border border-gray-300 bg-white px-4 py-2 text-sm font-medium text-gray-700 shadow-sm hover:bg-gray-50 transition-colors" do %>
+          <i class="fa-solid fa-file-invoice-dollar"></i> View invoice
+        <% end %>
+      </div>
+
       <% if allowed_to?(:dashboard?, @event) %>
         <div class="admin-only mt-6 rounded-lg border border-blue-200 bg-blue-50/50 px-4 py-4 space-y-3">
           <div class="flex items-center justify-between gap-2">

app/views/events/invoices/_actions.html.erb

@@ -0,0 +1,12 @@
+<%# Eyebrow + "Download PDF" controls above an invoice. Hidden when printing so
+    only the invoice document lands in the PDF. `back_path` / `back_label` set
+    the return link to wherever the invoice was opened from. %>
+<div class="max-w-3xl mx-auto flex flex-wrap items-center gap-2 px-4 sm:px-8 pt-4 print:hidden">
+  <%= link_to back_path, class: "inline-flex items-center gap-1.5 text-sm text-gray-500 hover:text-gray-700 px-2 py-1" do %>
+    <i class="fa-solid fa-arrow-left text-xs"></i> <%= back_label %>
+  <% end %>
+  <button onclick="window.print();"
+          class="ml-auto inline-flex items-center gap-2 rounded-lg border border-gray-300 bg-white px-3 py-2 text-sm font-medium text-gray-700 shadow-sm hover:bg-gray-50 transition-colors">
+    <i class="fa-solid fa-file-arrow-down"></i> Download PDF
+  </button>
+</div>