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Show transfer money at the event of the registration holding it - #2952

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maebeale merged 2 commits into
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maebeale/transfer-monies-reports-bug
Nov 5, 2026
Merged

maebeale merged 2 commits into
mainfrom
maebeale/transfer-monies-reports-bug

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@maebeale maebeale commented Nov 5, 2026

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🤖 suggested review level: 5 Inspect 🔬 changes the money basis behind the dashboard, revenue report, and scholarship report

Closes #2947

Money on transferred registrations now shows on event reports, because it was missing from both events even though we'd received it.

What changes

  • Money follows the reg — each allocation counts at the event of the reg holding it, even a transferred-out reg.
  • Attendance is separate — a transferred-out person still leaves the headcount and recipient lists.
  • Balance left — owed at the new event only, at the old event's price.
  • Dashboard and reports agree — parity specs cover both events of a transfer.

Worth a close look

Not changed

Features seed

  • Added a features seed

UI Testing Checklist

  • Old event dashboard: Paid and Scholarships include a transferred-out registrant's money
  • New event dashboard: Due shows the balance left after a transfer
  • Paid row's registrants link: check whether transferred-out people appear
  • Revenue report row matches each event's dashboard
  • Free event with a transferred-in balance shows money cards
  • Transfer guide "Reporting totals" row reads correctly

🤖 Generated with Claude Code

@maebeale
maebeale marked this pull request as ready for review November 5, 2026 16:28
maebeale and others added 2 commits November 5, 2026 11:33
Money on a transferred registration was missing from event reports: the
old reg wasn't active and the new reg was excluded as transferred in.
Money is tracked apart from attendance, so each allocation now counts at
the event of the reg it sits on, and a balance left is owed at the new
event. The dashboard, revenue report, and scholarship report share that
basis, so they agree.

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/transfer-monies-reports-bug branch from 7cb0818 to 80d704c Compare November 5, 2026 16:34
@maebeale
maebeale merged commit 4975d7b into main Nov 5, 2026
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@maebeale
maebeale deleted the maebeale/transfer-monies-reports-bug branch November 5, 2026 17:33
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Show transfer money in event financial reports

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