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Let transferred registrants pay their balance on the new registration - #2945

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maebeale merged 2 commits into
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maebeale/transferred-registrant-payments
Nov 5, 2026
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maebeale merged 2 commits into
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maebeale/transferred-registrant-payments

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@maebeale maebeale commented Nov 5, 2026

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🤖 suggested review level: 5 Inspect 🔬 changes how a transfer's balance is computed, across payment, access, roster, and billing documents

Transferred registrants can now see their earlier payments and pay what's left on their new registration, because someone who had paid was still showing as owing and staff couldn't mark a transferred registrant as intends to pay.

What was wrong

  • Paid but still owing — the Pay button on a new ticket put money on the new reg, but the balance was read only from the old one.
  • No way to mark intends to pay — the old reg is locked and the new reg had no toggle.
  • Callouts stayed hidden — payment-gated callouts followed the old reg's status.

What changes

  • One balance across both regs: old money counts, and anything left is paid on the new reg.
  • Payment callout lists old payments, labelled with their event, plus amount due and Pay.
  • New reg gets the normal payment card: Intends to pay, Someone else will pay, Expected payment method.
  • Invoice, receipt, roster, reminders, CSVs, and filters all read that same balance.

Worth a close look

  • Price stays the original event's — unchanged, and it matches the invoice.
  • Payment status label — transferred-in regs now read Paid / Intends to pay / Due, not "Transferred in".
  • Readiness — a transferred-in reg with a balance now flags "Payment due".
  • Double transfers — dropping the middle reg left its allocations orphaned. They now move to the new reg.
  • Intends to pay on the old reg — still honored, so a flag set before the transfer can't be switched off on the new reg. The toggle says so.

Not changed

  • Revenue report — payments on a transferred-in reg aren't in event revenue figures. The dashboard's received total does include them.
  • Old ticket — the transferred-out ticket still shows its own balance, even after the new reg is paid.
  • Bulk payments — the screen still leaves out transferred-in regs.

Features seed

  • Added a features seed

UI Testing Checklist

  • Transferred-in payment callout shows old payments, amount due, and Pay
  • Paying on the new ticket clears the balance on roster and ticket
  • Intends to pay on the new reg reveals payment-gated callouts
  • Invoice and receipt list payments from both regs

🤖 Generated with Claude Code

maebeale and others added 2 commits November 5, 2026 12:43
Card payments on a transferred-in ticket already landed on that registration,
but its balance was read only from the source, so people who had paid kept
showing as owing. The source is also locked and the new registration had no
Intends to pay toggle, so staff had no way to unlock payment-gated callouts.

A transfer now keeps one balance across both registrations, priced at the
original event. Money dropped from a collapsed middle registration moves to the
new one so it can't be orphaned.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@maebeale
maebeale force-pushed the maebeale/transferred-registrant-payments branch from b04f6aa to 823abaf Compare November 5, 2026 18:02
@maebeale
maebeale merged commit 1ca2296 into main Nov 5, 2026
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@maebeale
maebeale deleted the maebeale/transferred-registrant-payments branch November 5, 2026 19:03
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