diff --git a/app/controllers/event_registrations_controller.rb b/app/controllers/event_registrations_controller.rb
index 03838b5df0..5aa8e04f97 100644
--- a/app/controllers/event_registrations_controller.rb
+++ b/app/controllers/event_registrations_controller.rb
@@ -2,7 +2,7 @@ class EventRegistrationsController < ApplicationController
require "csv"
# show redirects to slug URL; kept for backwards compatibility
- before_action :set_event_registration, only: [ :show, :edit, :update, :destroy, :update_onboarding, :toggle_certificate_issued ]
+ before_action :set_event_registration, only: [ :show, :edit, :update, :destroy, :update_onboarding, :toggle_certificate_issued, :transfer, :process_transfer ]
def index
authorize!
@@ -94,6 +94,16 @@ def update
@event_registration.notifications.select(&:new_record?).each { |n| n.recipient_email = recipient_email }
if @event_registration.save
+ # Marking transferred out — from the edit-form save OR the inline roster/
+ # onboarding status chip (Turbo) — with no destination yet sends the admin
+ # to the transfer screen to create/link the incoming registration. Handled
+ # before respond_to so both the HTML and Turbo paths redirect (issue #1944).
+ if @event_registration.saved_change_to_status? &&
+ @event_registration.transfer_destination_pending? &&
+ allowed_to?(:transfer?, @event_registration)
+ return redirect_to transfer_event_registration_path(@event_registration, return_to: params[:return_to]), status: :see_other
+ end
+
notice = "Registration was successfully updated."
respond_to do |format|
format.turbo_stream
@@ -173,6 +183,43 @@ def toggle_certificate_issued
end
end
+ # Follow-up screen shown after a registration is marked "transferred out":
+ # pick the destination event so the incoming registration is created/linked
+ # and the transfer trail is preserved (issue #1944).
+ def transfer
+ authorize! @event_registration, to: :transfer?
+ @return_to = params[:return_to]
+ @events = transfer_destination_events
+ end
+
+ def process_transfer
+ authorize! @event_registration, to: :transfer?
+ destination_event = Event.find(params[:destination_event_id])
+
+ # The registrant may already be registered for the destination event, which
+ # would collide with the (registrant, event) uniqueness rule — link that
+ # record as the transfer target instead of creating a duplicate.
+ destination = EventRegistration.find_or_initialize_by(
+ registrant_id: @event_registration.registrant_id,
+ event_id: destination_event.id
+ )
+ destination.transferred_from_registration = @event_registration
+
+ if destination.save
+ redirect_to edit_event_registration_path(destination, return_to: params[:return_to].presence),
+ notice: "Transfer recorded — #{@event_registration.registrant.full_name} is now registered for #{destination_event.title}.",
+ status: :see_other
+ else
+ @return_to = params[:return_to]
+ @events = transfer_destination_events
+ flash.now[:alert] = destination.errors.full_messages.to_sentence
+ render :transfer, status: :unprocessable_content
+ end
+ rescue ActiveRecord::RecordNotFound
+ redirect_to transfer_event_registration_path(@event_registration, return_to: params[:return_to].presence),
+ alert: "Select a destination event to transfer to.", status: :see_other
+ end
+
def confirm
@event_registration = EventRegistration.includes(registrant: :user, event: :location).find(params[:id])
authorize! @event_registration, to: :confirm?
@@ -340,6 +387,16 @@ def set_event_registration
@event_registration = EventRegistration.includes({ registrant: [ :user, { affiliations: :organization } ] }, { event: [ :location, :event_forms ] }, :organizations, comments: [ :created_by, :updated_by ]).find(params[:id])
end
+ # Events a registrant can be transferred into: published events of the same
+ # kind as the one they're leaving — a facilitator training only transfers to
+ # another facilitator training, and a non-training only to another
+ # non-training — excluding the source event, most recent first.
+ def transfer_destination_events
+ Event.where(published: true, facilitator_training: @event_registration.event.facilitator_training)
+ .where.not(id: @event_registration.event_id)
+ .order(start_date: :desc)
+ end
+
# Creates the audited completion row for a checklist step (recording who/when),
# or removes it — so an unchecked step leaves no trace.
def toggle_checklist_step(step, completed)
@@ -391,7 +448,7 @@ def csv_export(registrations)
r&.preferred_email.to_s,
r&.phone_number.to_s,
e&.title.to_s,
- er.attendance_status_label,
+ er.attendance_status_report_label,
er.scholarships.any? ? "Yes" : "No",
er.scholarships.any?(&:tasks_completed?) ? "Yes" : "No",
cost_required ? er.payment_status_label : "",
diff --git a/app/controllers/events/bulk_payments_controller.rb b/app/controllers/events/bulk_payments_controller.rb
index f94cc93aa4..360f8168bc 100644
--- a/app/controllers/events/bulk_payments_controller.rb
+++ b/app/controllers/events/bulk_payments_controller.rb
@@ -7,7 +7,7 @@ def index
authorize! @event
track_view("events.bulk_payments", { event_id: @event.id })
- @event_registrations = @event.event_registrations.active.includes(:registrant)
+ @event_registrations = @event.event_registrations.active.not_transferred_in.includes(:registrant)
@submissions = @event.form_submissions
.where(role: "bulk_payment")
.includes(:person, form_answers: :form_field, payment: :allocations)
@@ -18,7 +18,7 @@ def index
def create
authorize! @event
- @event_registrations = @event.event_registrations.active.includes(:registrant)
+ @event_registrations = @event.event_registrations.active.not_transferred_in.includes(:registrant)
@allocated_by_registration = allocated_cents_by_registration(@event_registrations)
submission = @event.form_submissions.find(params[:submission_id])
@@ -149,13 +149,13 @@ def set_event
def assign_allocation_card_data(payment)
@payment = payment.reload
@submission = @payment.form_submission
- @event_registrations = @event.event_registrations.active.includes(:registrant)
+ @event_registrations = @event.event_registrations.active.not_transferred_in.includes(:registrant)
@allocated_by_registration = allocated_cents_by_registration(@event_registrations)
end
def assign_bulk_payment_card_data(submission)
@submission = submission.reload.decorate
- @event_registrations = @event.event_registrations.active.includes(:registrant)
+ @event_registrations = @event.event_registrations.active.not_transferred_in.includes(:registrant)
@allocated_by_registration = allocated_cents_by_registration(@event_registrations)
end
diff --git a/app/controllers/events_controller.rb b/app/controllers/events_controller.rb
index 0c96910e5b..45abe642c1 100644
--- a/app/controllers/events_controller.rb
+++ b/app/controllers/events_controller.rb
@@ -1017,7 +1017,7 @@ def onboarding_csv_row(registration, cost_required, day_count, include_ce = fals
(1..day_count).each do |day|
row << (registration.public_send("completed_day_#{day}") ? "Yes" : "No")
end
- row << registration.attendance_status_label
+ row << registration.attendance_status_report_label
row << registration.comments.map { |comment| comment.body.to_s.strip }.reject(&:blank?).join(" ::: ")
row << (registration.comments.any?(&:flagged?) ? "Yes" : "No")
row
diff --git a/app/models/continuing_education_registration.rb b/app/models/continuing_education_registration.rb
index 4b5bee69b2..1d3d1aa836 100644
--- a/app/models/continuing_education_registration.rb
+++ b/app/models/continuing_education_registration.rb
@@ -40,13 +40,30 @@ class ContinuingEducationRegistration < ApplicationRecord
# Payment interface (allocations_sum / paid_in_full? / remaining_cost / …) comes from
# Registerable, driven by this record's own cost_cents column.
+ # The registration whose event the hours are completed/certified at — the home
+ # reg, or the destination it transferred to. Record + payment stay on the home
+ # reg; only certification follows the person. Derived from the transfer link, so
+ # there's nothing to keep in sync. (issue #1944)
+ def certified_at_registration
+ event_registration.transferred_to_registration || event_registration
+ end
+
+ # True when this record's hours are certified at a *different* event than the
+ # one it's billed to (i.e. the home reg transferred out).
+ def certified_elsewhere?
+ event_registration.transferred_to_registration.present?
+ end
+
# CE certificate eligibility — its own rule (not shared): the event grants CE,
# the registrant attended, the training has ended, and the CE balance is paid.
+ # Attendance + the training-ended check run against the certified-at reg (the
+ # destination event after a transfer); payment stays this record's own balance.
def certificate_available?
- event = event_registration&.event
+ reg = certified_at_registration
+ event = reg&.event
return false unless event&.ce_eligible?
- event.end_date&.past? && event_registration.attended? && paid_in_full?
+ event.end_date&.past? && reg.attended? && paid_in_full?
end
# Point this registration at a license for the typed type + number. `license_id`
diff --git a/app/models/event_registration.rb b/app/models/event_registration.rb
index cdf1071664..ee6394959b 100644
--- a/app/models/event_registration.rb
+++ b/app/models/event_registration.rb
@@ -20,6 +20,20 @@ class EventRegistration < ApplicationRecord
through: :allocations, source: :source, source_type: "Scholarship"
has_many :checklist_completions, class_name: "EventRegistrationChecklistCompletion", dependent: :destroy
+ # Event-transfer trail (issue #1944). The FK lives on the incoming record: an
+ # "in" points back at the "out" it came from, so an in is identifiable directly
+ # (transferred_from_registration_id present) without scanning other rows. The
+ # in keeps its own real attendance status; only the out is marked
+ # "transferred_out". Chained transfers form a linked list back to the original.
+ belongs_to :transferred_from_registration, class_name: "EventRegistration", optional: true
+ has_one :transferred_to_registration, class_name: "EventRegistration",
+ foreign_key: :transferred_from_registration_id, inverse_of: :transferred_from_registration, dependent: :nullify
+ # CE registrations completed/certified at THIS event because their home
+ # registration transferred in here — the source reg's CE. Record + payment stay
+ # on the source; only certification follows the person. (issue #1944)
+ has_many :certified_ce_registrations, through: :transferred_from_registration,
+ source: :continuing_education_registrations
+
accepts_nested_attributes_for :comments, allow_destroy: true, reject_if: proc { |attrs| attrs["body"].blank? }
accepts_nested_attributes_for :notifications, allow_destroy: true, reject_if: proc { |attrs| attrs["email_subject"].blank? }
# Lets the registration edit form edit the registrant's shout-out text (which
@@ -30,7 +44,7 @@ class EventRegistration < ApplicationRecord
after_update :release_scholarships, if: :status_changed_to_cancelled?
after_commit :send_cancellation_emails, if: :status_changed_to_cancelled?
- ACTIVE_STATUSES = %w[ registered attended incomplete_attendance transferred_in ].freeze
+ ACTIVE_STATUSES = %w[ registered attended incomplete_attendance ].freeze
INACTIVE_STATUSES = %w[ cancelled no_show transferred_out ].freeze
ATTENDANCE_STATUSES = (ACTIVE_STATUSES + INACTIVE_STATUSES).freeze
# Attendance outcomes surfaced as their own participation buckets; every other
@@ -77,12 +91,21 @@ class EventRegistration < ApplicationRecord
"registered" => "Registered",
"attended" => "Attended",
"incomplete_attendance" => "Incomplete attendance",
- "transferred_in" => "Transferred in",
"cancelled" => "Cancelled",
"no_show" => "No show",
"transferred_out" => "Transferred out"
}.freeze
+ # Options for the attendance-status filter and dashboard drill-downs: the real
+ # statuses plus the FK-backed "transferred in" dimension. An incoming
+ # registration keeps its own real status, so "transferred in" is a filter, not
+ # a status — the value routes through the `attendance_status` scope to the FK.
+ TRANSFERRED_IN_FILTER = "transferred_in".freeze
+ ATTENDANCE_FILTER_OPTIONS = (
+ ATTENDANCE_STATUS_LABELS.map { |value, label| [ label, value ] } +
+ [ [ "Transferred in", TRANSFERRED_IN_FILTER ] ]
+ ).freeze
+
# Manual onboarding checklist steps shown on the event's Onboarding tab. Each is
# an audited boolean (stored as a row in event_registration_checklist_completions,
# capturing who completed it and when). The keys double as the param/column keys
@@ -113,8 +136,20 @@ class EventRegistration < ApplicationRecord
scope :inactive, -> { where(status: INACTIVE_STATUSES) }
scope :attended, -> { where(status: "attended") }
scope :registrant_ids, ->(ids) { where(registrant_id: ids.to_s.split("-").map(&:to_i)) }
+ scope :transferred_in, -> { where.not(transferred_from_registration_id: nil) }
+ # The billable basis for an event's financial reporting: a transferred-in reg's
+ # money lives on its source registration, so it owes nothing here and is
+ # excluded from this event's totals (issue #1944).
+ scope :not_transferred_in, -> { where(transferred_from_registration_id: nil) }
+ # "other" = any status outside the named attendance outcomes; the virtual
+ # "transferred_in" (an FK-backed dimension, not a status) routes to the
+ # transfer scope; every real value filters the status column.
scope :attendance_status, ->(status) {
- status == "other" ? where.not(status: NAMED_OUTCOME_STATUSES) : where(status: status)
+ case status.to_s
+ when "other" then where.not(status: NAMED_OUTCOME_STATUSES)
+ when TRANSFERRED_IN_FILTER then transferred_in
+ else where(status: status)
+ end
}
# Registrations on facilitator-training events ("trainings", narrowable to the
# "live"/"on_demand" delivery formats) vs everything else ("other"); any other
@@ -490,14 +525,26 @@ def attendance_recorded?
status.in?(%w[ attended incomplete_attendance no_show ])
end
- # Transferred out to another event. The trail to where the registrant went is
- # history worth keeping, so it blocks deletion. Transferred_in is deliberately
- # excluded: it's an ordinary active registration here, and the source event's
- # transferred_out record already preserves the transfer trail.
+ # Transferred out to another event. Terminal status, so an out is always
+ # identifiable from its status alone. The trail to where the registrant went is
+ # history worth keeping, so it blocks deletion.
def transferred_out?
status == "transferred_out"
end
+ # Transferred in from another event's registration. Identified by the presence
+ # of the back-link (not by status), so an in keeps recording its own real
+ # attendance (registered/attended/…) without losing the transfer history.
+ def transferred_in?
+ transferred_from_registration_id.present?
+ end
+
+ # A transferred-out registration whose destination hasn't been recorded yet.
+ # Drives the follow-up prompt to create/link the incoming registration.
+ def transfer_destination_pending?
+ transferred_out? && transferred_to_registration.nil?
+ end
+
# Safe to delete only when removing the record would not orphan financial data
# or erase history. Allocations tie the registration to a financial source of
# any kind (payments, scholarships, and others) and have no dependent: :destroy,
@@ -520,12 +567,18 @@ def deletable?
# Reporting surfaces (rosters, CSV exports, dashboard metrics) must keep using
# `paid_in_full?` so they still reflect the real balance owed.
def payment_access_granted?
+ # A transferred-in reg's payment lives on its source, so access to this
+ # event's paid content follows whatever the source registration grants.
+ return transferred_from_registration.payment_access_granted? if transferred_in?
paid_in_full? || intends_to_pay?
end
# Human-readable payment status for rosters and CSV exports. Assumes the event
# has a cost — callers show nothing for free events.
def payment_status_label
+ # A transferred-in reg owes nothing here — its balance is tracked on the
+ # source registration — so it never reads as Paid/Due for this event.
+ return "Transferred in" if transferred_in?
return "Paid" if paid_in_full?
return "Intends to pay" if intends_to_pay?
"Due"
@@ -537,6 +590,19 @@ def scholarship?
scholarships.any?
end
+ # The scholarship that designates this registrant a recipient at THIS event: its
+ # own award, or — for a transferred-in reg — the award on the source
+ # registration it came from (walking the transfer chain). The dollars stay on
+ # the source (see EventDashboard's billable basis); this is recognition only, so
+ # a transferred-in registrant still "gets the hat" at the event they attend. (#1944)
+ def effective_scholarship
+ scholarships.first || transferred_from_registration&.effective_scholarship
+ end
+
+ def scholarship_recipient?
+ effective_scholarship.present?
+ end
+
# Noun phrase distinguishing a scholarship-requested registration from a
# standard one in email subjects and notification labels (e.g.
# "event scholarship registration" vs "event registration"). Driven by the
@@ -659,26 +725,38 @@ def ce_license_provided?
continuing_education_registrations.all? { |c| c.professional_license&.number_known? }
end
+ # The CE records this registration is responsible for certifying — its own,
+ # plus any that transferred in to be certified here. A transferred-out reg
+ # certifies none (its hours moved to the destination event, which certifies
+ # them). Distinct from continuing_education_registrations, the home set that
+ # owns the payment. (issue #1944)
+ def certifiable_ce_registrations
+ return [] if transferred_out?
+ (continuing_education_registrations.to_a + certified_ce_registrations.to_a).uniq
+ end
+
# True when CE is registered and every CE registration's certificate has been
- # issued (sent) — the terminal state of the CE lifecycle.
+ # issued (sent) — the terminal state of the CE lifecycle. Based on the CE this
+ # reg certifies (earned here), not the home set.
def ce_certificate_issued?
- return false unless ce_registered?
+ return false unless certifiable_ce_registrations.any?
- continuing_education_registrations.all? { |c| c.certificate_sent_at.present? }
+ certifiable_ce_registrations.all? { |c| c.certificate_sent_at.present? }
end
# The registration's completion certificate, as shown by the registrants-roster
- # toggle. For a CE-eligible registration that's the CE certificate
- # (certificate_sent_at on its CE registrations, so it stays in sync with the CE
- # edit page); otherwise the registration's own certificate_sent_at (Certifiable).
+ # toggle. For a registration that earns CE here that's the CE certificate
+ # (certificate_sent_at on its earned CE registrations, so it stays in sync with
+ # the CE edit page); otherwise the registration's own certificate_sent_at.
def certificate_issued?
- ce_registered? ? ce_certificate_issued? : certificate_sent?
+ certifiable_ce_registrations.any? ? ce_certificate_issued? : certificate_sent?
end
def mark_certificate_issued!(issued)
at = issued ? Time.current : nil
- if ce_registered?
- continuing_education_registrations.each { |c| c.update!(certificate_sent_at: at) }
+ certifiable = certifiable_ce_registrations
+ if certifiable.any?
+ certifiable.each { |c| c.update!(certificate_sent_at: at) }
else
update!(certificate_sent_at: at)
end
@@ -735,6 +813,14 @@ def attendance_status_label
ATTENDANCE_STATUS_LABELS.fetch(status, status.humanize)
end
+ # Status label for reporting (CSV exports), annotated when the registration
+ # transferred in — an incoming reg keeps its own status, so the transfer trail
+ # would otherwise be invisible in exports.
+ def attendance_status_report_label
+ return attendance_status_label unless transferred_in?
+ "#{attendance_status_label} (transferred in)"
+ end
+
# The completion record for a checklist step, or nil. Reads from the loaded
# association so the Onboarding matrix can preload completions and avoid N+1.
def checklist_completion_for(step)
diff --git a/app/policies/event_registration_policy.rb b/app/policies/event_registration_policy.rb
index dc82897d61..ca886869eb 100644
--- a/app/policies/event_registration_policy.rb
+++ b/app/policies/event_registration_policy.rb
@@ -11,6 +11,8 @@ def show? = admin?
def show_public? = true
def confirm? = admin?
def process_confirm? = admin?
+ def transfer? = admin?
+ def process_transfer? = admin?
def link_organization? = admin?
def select_organization? = admin?
def create_organization? = admin?
diff --git a/app/services/event_dashboard.rb b/app/services/event_dashboard.rb
index 7cfb89864f..3024c30d9e 100644
--- a/app/services/event_dashboard.rb
+++ b/app/services/event_dashboard.rb
@@ -63,6 +63,23 @@ def no_show_count
attendance_count_for("no_show")
end
+ # Registrations transferred in from another event. FK-backed (an incoming reg
+ # keeps its own real status), so it's counted via the transfer link rather than
+ # the status column — parallel to the status rows in the attendance breakdown.
+ def transferred_in_count
+ transferred_in_registrant_ids.size
+ end
+
+ def transferred_in_registrants
+ people_sorted(transferred_in_registrant_ids)
+ end
+
+ # Whether a registrant (Person id) transferred into this event — for surfaces
+ # that recognize them but flag that their money is billed to the source event.
+ def transferred_in_recipient?(person_id)
+ transferred_in_registrant_ids.include?(person_id)
+ end
+
# Registrations with an attendance outcome on record (attended / incomplete /
# no-show).
def attendance_outcome_count
@@ -127,7 +144,7 @@ def unfunded_scholarship_count
end
def scholarship_recipient_count
- scholarships.distinct.count(:recipient_id)
+ recognized_scholarships.map(&:recipient_id).uniq.size
end
# This event's registrants grouped by the city of the organization linked on
@@ -164,8 +181,13 @@ def registrant_city_breakdown
# Person ids of this event's scholarship recipients — the lightweight id list
# behind #scholarship_applicants (no includes/sort), for scoping the recipients
# charts frame, which only needs their ids. Public: the controller calls it.
+ # Includes registrants transferred in with an award on their source reg — they
+ # are recognized recipients here even though the dollars stay on the source. (#1944)
def scholarship_applicant_ids
- @scholarship_applicant_ids ||= active_registrations.where(scholarship_requested: true).pluck(:registrant_id)
+ @scholarship_applicant_ids ||= (
+ active_registrations.where(scholarship_requested: true).pluck(:registrant_id) +
+ recognized_scholarships.map(&:recipient_id)
+ ).uniq
end
def scholarship_applicants
@@ -261,7 +283,7 @@ def shoutouts
# decide whether to flag a registrant as a scholarship recipient. First
# scholarship wins if a person has several.
def scholarship_by_recipient
- @scholarship_by_recipient ||= scholarships.includes(grant: :funder).group_by(&:recipient_id).transform_values(&:first)
+ @scholarship_by_recipient ||= recognized_scholarships.group_by(&:recipient_id).transform_values(&:first)
end
# Active registration slug per registrant (Person id) — a stable, non-db
@@ -345,7 +367,7 @@ def registration_paid_by_registrant
# Per-registrant cents still owed after payments and scholarships, keyed by
# Person id. Aggregates across a person's registrations; sums to outstanding_cents.
def registration_due_by_registrant
- @registration_due_by_registrant ||= active_registration_ids.each_with_object(Hash.new(0)) do |id, map|
+ @registration_due_by_registrant ||= billable_registration_ids.each_with_object(Hash.new(0)) do |id, map|
due = [ event.cost_cents.to_i - allocated_by_registration.fetch(id, 0), 0 ].max
next if due.zero?
registrant_id = registrant_id_by_registration[id]
@@ -358,16 +380,16 @@ def received_cents
registration_allocations.where(source_type: "Payment").sum(:amount)
end
- # Still owed across all active registrations, after payments and scholarships.
+ # Still owed across all billable registrations, after payments and scholarships.
def outstanding_cents
- active_registration_ids.sum do |id|
+ billable_registration_ids.sum do |id|
[ event.cost_cents.to_i - allocated_by_registration.fetch(id, 0), 0 ].max
end
end
- # Full-price value of all active registrations (before scholarships/discounts).
+ # Full-price value of all billable registrations (before scholarships/discounts).
def total_cents
- event.cost_cents.to_i * registrant_count
+ event.cost_cents.to_i * billable_registration_ids.size
end
# Registration-fee subtotal: money received plus money still owed. This is the
@@ -408,13 +430,13 @@ def monies_made_cents
end
def paid_count
- return registrant_count if free?
- active_registration_ids.count { |id| allocated_by_registration.fetch(id, 0) >= event.cost_cents.to_i }
+ return billable_registration_ids.size if free?
+ billable_registration_ids.count { |id| allocated_by_registration.fetch(id, 0) >= event.cost_cents.to_i }
end
def unpaid_count
return 0 if free?
- registrant_count - paid_count
+ billable_registration_ids.size - paid_count
end
# Registrants whose cost is fully covered (payments and/or completed
@@ -424,7 +446,7 @@ def paid_registrants
end
def unpaid_registrants
- @unpaid_registrants ||= people_sorted(registrants_for(active_registration_ids - paid_registration_ids))
+ @unpaid_registrants ||= people_sorted(registrants_for(billable_registration_ids - paid_registration_ids))
end
# --- Continuing-education fees ---------------------------------------------
@@ -1003,6 +1025,14 @@ def linked_registration_ids
.pluck(:event_registration_id)
end
+ # The money basis: active registrations that owe THIS event, i.e. excluding
+ # transferred-in regs (whose balance lives on their source registration). Kept
+ # distinct from registrant_count/active ids — a transferred-in registrant still
+ # counts in the headcount and attendance, just not in the financial totals.
+ def billable_registration_ids
+ @billable_registration_ids ||= active_registrations.not_transferred_in.pluck(:id)
+ end
+
def registrant_ids
@registrant_ids ||= active_registrations.pluck(:registrant_id)
end
@@ -1017,6 +1047,11 @@ def registrant_ids_by_status
end
end
+ # Registrant (Person) ids for registrations transferred in from another event.
+ def transferred_in_registrant_ids
+ @transferred_in_registrant_ids ||= event.event_registrations.transferred_in.pluck(:registrant_id)
+ end
+
# Facilitator status for one represented organization, used by the
# program-status breakdown. Prefers a registrant's own active affiliation to
# the org as the reference point, falling back to the org's earliest
@@ -1058,6 +1093,28 @@ def reference_date
@reference_date ||= (event.start_date || Date.current).to_date
end
+ # Scholarships to RECOGNIZE recipients at this event: awards on this event's own
+ # registrations, plus awards on the SOURCE registrations of anyone transferred
+ # in (their dollars stay on the source event — see #scholarships and the
+ # billable basis — but they're still a scholarship recipient here). Recognition
+ # only: drives the recipient "hat", the recipient count, and the recipients
+ # page; NOT the dollar totals. (#1944)
+ def recognized_scholarships
+ @recognized_scholarships ||= scholarships.includes(grant: :funder).to_a + transferred_in_source_scholarships
+ end
+
+ # The source registrations' scholarships for everyone transferred into this
+ # event — recognized here, but billed to the source event.
+ def transferred_in_source_scholarships
+ source_ids = active_registrations.transferred_in.pluck(:transferred_from_registration_id)
+ return [] if source_ids.empty?
+
+ Scholarship.joins(:allocation)
+ .where(allocations: { allocatable_type: "EventRegistration", allocatable_id: source_ids })
+ .includes(grant: :funder)
+ .to_a
+ end
+
# Grouping key for an applicant's funder: the funder identity when the
# scholarship is drawn from a grant (so a funder's grants share a bucket), else
# the unfunded / no-scholarship bucket.
@@ -1176,7 +1233,7 @@ def allocated_by_registration
# CE registrant counts / pie.
def ce_registrations
@ce_registrations ||= ContinuingEducationRegistration
- .where(event_registration_id: active_registration_ids)
+ .where(event_registration_id: billable_registration_ids)
.to_a
end
@@ -1301,7 +1358,7 @@ def city_by_organization
end
def paid_registration_ids
- @paid_registration_ids ||= active_registration_ids.select do |id|
+ @paid_registration_ids ||= billable_registration_ids.select do |id|
allocated_by_registration.fetch(id, 0) >= event.cost_cents.to_i
end
end
diff --git a/app/services/event_registration_readiness.rb b/app/services/event_registration_readiness.rb
index a53717f3ee..3089b568b7 100644
--- a/app/services/event_registration_readiness.rb
+++ b/app/services/event_registration_readiness.rb
@@ -139,6 +139,9 @@ def failed_event_ready_checks
end
def payment_due?
+ # A transferred-in reg's balance is tracked on its source registration, so it
+ # owes nothing for this event and never reads as "Payment due" here.
+ return false if registration.transferred_in?
registration.event.cost_cents.to_i > 0 && !registration.paid_in_full?
end
@@ -166,7 +169,7 @@ def ce_license_missing?
end
def ce_certificate_pending?
- registration.ce_registered? && !ce_certificate_sent?
+ certifiable_ce.any? && !ce_certificate_sent?
end
# Post-event criteria are only met by a full "attended". "incomplete_attendance"
@@ -176,12 +179,21 @@ def attendance_issue
registration.status == "incomplete_attendance" ? "Attendance incomplete" : "Did not attend"
end
- # The admin-created CE billing records for this registration (preloaded on the
- # roster). Their payment + certificate state drives the CE readiness checks.
+ # The admin-created CE billing records homed on this registration (preloaded on
+ # the roster). Their PAYMENT + license state drives the CE money/license checks;
+ # these stay on the home reg after a transfer.
def ce_registrations
registration.continuing_education_registrations
end
+ # The CE this registration is responsible for CERTIFYING — its own plus any
+ # transferred in to be certified here (a transferred-out reg certifies none).
+ # Certificate checks use this so certification follows the person to the
+ # intended event. (issue #1944)
+ def certifiable_ce
+ registration.certifiable_ce_registrations
+ end
+
# CE is paid once every CE registration is paid in full. A requested-but-not-yet
# -created CE registration counts as unpaid (nothing to pay against yet).
def ce_paid?
@@ -194,9 +206,9 @@ def registration_certificate_sent?
registration.certificate_sent?
end
- # CE certificates are sent once every CE registration's certificate has been
- # sent. No CE registration yet means nothing has been issued.
+ # CE certificates are sent once every CE registration this reg certifies has
+ # been sent. No certifiable CE means nothing has been issued.
def ce_certificate_sent?
- ce_registrations.any? && ce_registrations.all?(&:certificate_sent?)
+ certifiable_ce.any? && certifiable_ce.all?(&:certificate_sent?)
end
end
diff --git a/app/services/event_revenue_figures.rb b/app/services/event_revenue_figures.rb
index 59743e38ed..377f969eeb 100644
--- a/app/services/event_revenue_figures.rb
+++ b/app/services/event_revenue_figures.rb
@@ -186,10 +186,13 @@ def build(event)
# [ event_id, registration_id, registrant_id ] for every active registration in
# the report — the basis for both the per-event grouping and the drilldowns'
- # registrant lookup, loaded in one query.
+ # registrant lookup, loaded in one query. Transferred-in regs are excluded:
+ # their money lives on the source event, so counting them here would inflate the
+ # new event's totals (mirrors EventDashboard#billable_registration_ids). (#1944)
def registration_rows
@registration_rows ||= EventRegistration
.active
+ .not_transferred_in
.where(event_id: @events.map(&:id))
.pluck(:event_id, :id, :registrant_id)
end
diff --git a/app/views/event_registrations/_attendance_status_badge.html.erb b/app/views/event_registrations/_attendance_status_badge.html.erb
index 768ce79e32..a4f30d40ad 100644
--- a/app/views/event_registrations/_attendance_status_badge.html.erb
+++ b/app/views/event_registrations/_attendance_status_badge.html.erb
@@ -1,5 +1,5 @@
<% deco = registration.decorate %>
-
<% end %>
+ <%# Transferred in is a relationship, not a status, so it rides alongside the
+ registration's own attendance status rather than replacing it. %>
+ <% if registration.transferred_in? %>
+
+
+ In
+
+ <% end %>
diff --git a/app/views/event_registrations/_continuing_education.html.erb b/app/views/event_registrations/_continuing_education.html.erb
index 04f3d56270..ad2e4f73cd 100644
--- a/app/views/event_registrations/_continuing_education.html.erb
+++ b/app/views/event_registrations/_continuing_education.html.erb
@@ -2,7 +2,7 @@
records are created on the dedicated CE form (license/hours/cost). This card
links to that form when no record exists, or shows the record + Edit link
once one does. Only rendered for CE-eligible events. ---- %>
-
+
@@ -46,6 +46,18 @@
<% end %>
+ <%# After a transfer, the hours are certified at the destination event
+ while this record + its payment stay here (issue #1944). %>
+ <% if ce_registration.certified_elsewhere? %>
+ <% certified_at = ce_registration.certified_at_registration %>
+
+ <% end %>
+
<%# Pinned to the card's bottom so it lines up with the scholarship card's
chip and the organizations card's "Connect organization" link. %>
+
+ <%# ---- Transfer trail (issue #1944) — link the paired registration so
+ the historical in/out relationship stays visible from either end. ---- %>
+ <% if f.object.transferred_out? %>
+ <% destination = f.object.transferred_to_registration %>
+ <% if destination %>
+
-
- Automated payment/allocation creation may still be in progress
- <% if @checkout_payment_status.present? %>
- - Stripe checkout status:
- <%= @checkout_payment_status %>
- <% end %>
-
+
+ Automated payment/allocation creation may still be in progress
+ <% if @checkout_payment_status.present? %>
+ - Stripe checkout status:
+ <%= @checkout_payment_status %>
+ <% end %>
+
+ <% end %>
+ <%= render "payment_history", event_registration: f.object %>
<% end %>
- <%= render "payment_history", event_registration: f.object %>
<% if allowed_to?(:index?, with: NotificationPolicy) %>
<%= render "notifications/communications", f: f,
diff --git a/app/views/event_registrations/_scholarship.html.erb b/app/views/event_registrations/_scholarship.html.erb
index 88ce06e026..10ce504323 100644
--- a/app/views/event_registrations/_scholarship.html.erb
+++ b/app/views/event_registrations/_scholarship.html.erb
@@ -1,7 +1,7 @@
<%# ---- Scholarship — "Requested" is a plain flag saved with the form; it does
not create or destroy an award. Awarding is a deliberate action via
"Add scholarship". ---- %>
-
+
diff --git a/app/views/event_registrations/_transfer_notice.html.erb b/app/views/event_registrations/_transfer_notice.html.erb
new file mode 100644
index 0000000000..7b81347980
--- /dev/null
+++ b/app/views/event_registrations/_transfer_notice.html.erb
@@ -0,0 +1,26 @@
+<%# Transfer notice for the registrant ticket + builtin callout pages (issue
+ #1944). Both the original and the new event's registration have their own
+ ticket; this explains, on each, where the money/scholarship/CE live and where
+ attendance + the certificate are earned — so attendee and staff see accurate
+ info on both. Takes `event_registration`. %>
+<% if event_registration.transferred_in? && (source = event_registration.transferred_from_registration) %>
+
+
+
+ You transferred into <%= event_registration.event.title %>. Your payment,
+ scholarship, and continuing-education records stay on your
+ <%= link_to "original registration", registration_ticket_path(source.slug), class: "font-semibold underline" %>
+ — your attendance here and your certificate for these hours are earned at this event.
+
+ You transferred out of <%= event_registration.event.title %> to
+ <%= link_to "your new registration", registration_ticket_path(destination.slug), class: "font-semibold underline" %>.
+ Attend there and earn your certificate at that event; your payment, scholarship, and
+ continuing-education records remain here.
+
+
+<% end %>
diff --git a/app/views/event_registrations/_transferred_in_financials.html.erb b/app/views/event_registrations/_transferred_in_financials.html.erb
new file mode 100644
index 0000000000..65fb7e6bc0
--- /dev/null
+++ b/app/views/event_registrations/_transferred_in_financials.html.erb
@@ -0,0 +1,119 @@
+<%# ---- Transferred-in financials (issue #1944) — a read-only summary of the
+ scholarship / CE / payment records that live on the SOURCE registration this
+ person transferred in from. Styled distinctly (teal) so it never reads like a
+ normal registration's editable cards, and every figure links back to the
+ matching section on the source reg. ---- %>
+<% source = event_registration.transferred_from_registration %>
+<% source_link = ->(anchor) { edit_event_registration_path(source, anchor: anchor) } %>
+<% source_cost_cents = source.event.cost_cents.to_i %>
+<% source_paid_cents = source.allocations_sum %>
+<% source_due_cents = [ source_cost_cents - source_paid_cents, 0 ].max %>
+
+
+
+
+
+
+
Financials on the original registration
+
+ This registrant transferred in — scholarship, CE, and payments stay on their
+ registration for <%= source.event.title %> and aren't billed to this event.
+
+
+ Scholarship
+ <% if source.scholarship? %>
+ <%= link_to source_link.call("scholarship-card"),
+ class: "ml-auto text-xs font-medium text-teal-700 hover:underline",
+ target: "_blank", rel: "noopener" do %>
+ View
+ <% end %>
+ <% end %>
+
+ <% source_scholarship = source.scholarships.first %>
+ <% if source_scholarship %>
+ <%# A scholarship recipient here too — the award (and its dollars) stay on
+ the original registration, but they keep the recipient designation. %>
+
+ Scholarship recipient
+
+
+
+ Continuing education
+ <% if source.ce_registered? %>
+ <%= link_to source_link.call("ce-card"),
+ class: "ml-auto text-xs font-medium text-teal-700 hover:underline",
+ target: "_blank", rel: "noopener" do %>
+ View
+ <% end %>
+ <% end %>
+
+ <% if source.ce_registered? %>
+ <%# Hours are earned/certified HERE (this event); the CE record + payment
+ stay on the original registration. %>
+
+ Hours earned at this event
+
+
<%= source.ce_status_label %>
+
+ <%= plain_number(source.ce_hours_total) || "0" %> hrs
+ <% if source.ce_amount_due_cents.positive? %>· <%= dollars_from_cents(source.ce_amount_due_cents) %> due<% end %>
+
+ Recording the destination event creates (or links) this person's registration
+ there and keeps the transfer history. The new registration tracks its own
+ attendance — you can skip this now and record it later.
+
diff --git a/config/routes.rb b/config/routes.rb
index 7d0534d362..7a8fc084ed 100644
--- a/config/routes.rb
+++ b/config/routes.rb
@@ -100,6 +100,8 @@
member do
get :confirm
post :process_confirm
+ get :transfer
+ post :process_transfer
get :link_organization
post :select_organization
post :create_organization
diff --git a/db/migrate/20260802131259_add_transferred_from_registration_to_event_registrations.rb b/db/migrate/20260802131259_add_transferred_from_registration_to_event_registrations.rb
new file mode 100644
index 0000000000..c88d1da20c
--- /dev/null
+++ b/db/migrate/20260802131259_add_transferred_from_registration_to_event_registrations.rb
@@ -0,0 +1,33 @@
+class AddTransferredFromRegistrationToEventRegistrations < ActiveRecord::Migration[8.1]
+ # Records where a registration was transferred *from*: the incoming ("in")
+ # registration points back at the outgoing ("out") one. Putting the FK on the
+ # in-record means an in is identifiable directly (its FK is set) without
+ # scanning every other row, while an out stays identifiable by its terminal
+ # "transferred_out" status. See issue #1944.
+ def up
+ unless column_exists?(:event_registrations, :transferred_from_registration_id)
+ add_column :event_registrations, :transferred_from_registration_id, :bigint
+ end
+ unless index_exists?(:event_registrations, :transferred_from_registration_id)
+ add_index :event_registrations, :transferred_from_registration_id
+ end
+ unless foreign_key_exists?(:event_registrations, column: :transferred_from_registration_id)
+ add_foreign_key :event_registrations, :event_registrations,
+ column: :transferred_from_registration_id, on_delete: :nullify
+ end
+
+ # "transferred_in" is no longer an attendance status — the transfer link now
+ # records the "in" relationship, freeing the status to track real attendance.
+ # Existing transferred_in rows have no link to recover, so reset them to
+ # registered (their default) rather than leaving an invalid status.
+ execute("UPDATE event_registrations SET status = 'registered' WHERE status = 'transferred_in'")
+ end
+
+ def down
+ # Best-effort inverse: rows still carrying a transfer link were the "in"s.
+ execute("UPDATE event_registrations SET status = 'transferred_in' WHERE transferred_from_registration_id IS NOT NULL")
+ remove_foreign_key :event_registrations, column: :transferred_from_registration_id, if_exists: true
+ remove_index :event_registrations, :transferred_from_registration_id, if_exists: true
+ remove_column :event_registrations, :transferred_from_registration_id, if_exists: true
+ end
+end
diff --git a/db/schema.rb b/db/schema.rb
index b96f6d27d3..49571b7e24 100644
--- a/db/schema.rb
+++ b/db/schema.rb
@@ -501,6 +501,7 @@
t.string "slug"
t.boolean "someone_else_will_pay", default: false, null: false
t.string "status", default: "registered", null: false
+ t.bigint "transferred_from_registration_id"
t.datetime "updated_at", null: false
t.boolean "w9_requested", default: false, null: false
t.index ["checkout_session_id"], name: "index_event_registrations_on_checkout_session_id"
@@ -509,6 +510,7 @@
t.index ["registrant_id", "event_id"], name: "index_event_registrations_on_registrant_id_and_event_id", unique: true
t.index ["registrant_id"], name: "index_event_registrations_on_registrant_id"
t.index ["slug"], name: "index_event_registrations_on_slug", unique: true
+ t.index ["transferred_from_registration_id"], name: "index_event_registrations_on_transferred_from_registration_id"
end
create_table "event_staffs", charset: "utf8mb4", collation: "utf8mb4_unicode_ci", force: :cascade do |t|
@@ -1801,6 +1803,7 @@
add_foreign_key "event_registration_checklist_completions", "users", column: "completed_by_id"
add_foreign_key "event_registration_organizations", "event_registrations"
add_foreign_key "event_registration_organizations", "organizations"
+ add_foreign_key "event_registrations", "event_registrations", column: "transferred_from_registration_id", on_delete: :nullify
add_foreign_key "event_registrations", "events"
add_foreign_key "event_registrations", "people", column: "registrant_id"
add_foreign_key "event_staffs", "events"
diff --git a/spec/decorators/event_registration_decorator_spec.rb b/spec/decorators/event_registration_decorator_spec.rb
index 97e2543a7e..13e847616f 100644
--- a/spec/decorators/event_registration_decorator_spec.rb
+++ b/spec/decorators/event_registration_decorator_spec.rb
@@ -75,7 +75,8 @@
end
it "is deletable (no reason) when transferred in with no allocations" do
- reg = create(:event_registration, status: "transferred_in")
+ source = create(:event_registration, status: "transferred_out")
+ reg = create(:event_registration, status: "registered", transferred_from_registration: source)
expect(reg.decorate.deletion_blocked_reason).to be_nil
end
diff --git a/spec/models/continuing_education_registration_spec.rb b/spec/models/continuing_education_registration_spec.rb
index f341e4ae50..b671a7f79b 100644
--- a/spec/models/continuing_education_registration_spec.rb
+++ b/spec/models/continuing_education_registration_spec.rb
@@ -136,6 +136,37 @@ def ce_reg_for(event:, status:, cost_cents: 0)
ce_reg.mark_certificate_sent!
expect(ce_reg.certificate_sent?).to be(true)
end
+
+ describe "certified at a different event (transfer)" do
+ let(:home_event) { create(:event, ce_hours_offered: 6, start_date: 3.days.ago, end_date: 1.day.ago) }
+ let(:intended_event) { create(:event, ce_hours_offered: 6, start_date: 10.days.from_now, end_date: 12.days.from_now) }
+ let(:home_reg) { create(:event_registration, event: home_event, status: "transferred_out") }
+ let(:ce_reg) do
+ create(:continuing_education_registration, event_registration: home_reg, cost_cents: 0,
+ professional_license: create(:professional_license, person: home_reg.registrant))
+ end
+
+ it "defaults certified_at_registration to the home reg when not transferred" do
+ solo = create(:event_registration, event: home_event, status: "attended")
+ ce = create(:continuing_education_registration, event_registration: solo, cost_cents: 0,
+ professional_license: create(:professional_license, person: solo.registrant))
+ expect(ce.certified_at_registration).to eq(solo)
+ end
+
+ it "certifies against the destination (intended) event, not the home event" do
+ # Same person transfers on to the intended event (derives home_reg.transferred_to).
+ intended_reg = create(:event_registration, event: intended_event, registrant: home_reg.registrant,
+ status: "attended", transferred_from_registration: home_reg)
+
+ expect(ce_reg.reload.certified_at_registration).to eq(intended_reg)
+ # Home event already ended, but hours are certified at the intended event,
+ # which hasn't happened yet → not certifiable until that event ends.
+ expect(ce_reg.certificate_available?).to be(false)
+
+ intended_event.update!(start_date: 3.days.ago, end_date: 1.day.ago)
+ expect(ce_reg.reload.certificate_available?).to be(true)
+ end
+ end
end
# Payment interface comes from Registerable, driven by the CE record's own
diff --git a/spec/models/event_registration_spec.rb b/spec/models/event_registration_spec.rb
index ffbc78926b..22d5c4cc71 100644
--- a/spec/models/event_registration_spec.rb
+++ b/spec/models/event_registration_spec.rb
@@ -41,25 +41,168 @@
reg = create(:event_registration, status: "transferred_out")
expect(reg).not_to be_active
end
-
- it "returns true for transferred_in status" do
- reg = create(:event_registration, status: "transferred_in")
- expect(reg).to be_active
- end
end
describe ".active" do
it "returns only registrations with active statuses" do
active_reg = create(:event_registration, status: "registered")
- transferred_in_reg = create(:event_registration, status: "transferred_in")
cancelled_reg = create(:event_registration, status: "cancelled")
no_show_reg = create(:event_registration, status: "no_show")
transferred_out_reg = create(:event_registration, status: "transferred_out")
results = EventRegistration.active
- expect(results).to include(active_reg, transferred_in_reg)
+ expect(results).to include(active_reg)
expect(results).not_to include(cancelled_reg, no_show_reg, transferred_out_reg)
end
+
+ it "includes a transferred-in registration, which keeps its own active status" do
+ source = create(:event_registration, status: "transferred_out")
+ incoming = create(:event_registration, status: "registered", transferred_from_registration: source)
+
+ expect(EventRegistration.active).to include(incoming)
+ end
+ end
+
+ describe "transfer trail" do
+ let(:source) { create(:event_registration, status: "transferred_out") }
+ let!(:incoming) { create(:event_registration, status: "registered", transferred_from_registration: source) }
+
+ it "links the incoming registration back to the one it came from" do
+ expect(incoming.transferred_from_registration).to eq(source)
+ expect(source.reload.transferred_to_registration).to eq(incoming)
+ end
+
+ it "identifies an in by the back-link, not by status" do
+ expect(incoming).to be_transferred_in
+ expect(incoming).not_to be_transferred_out
+ expect(create(:event_registration, status: "registered")).not_to be_transferred_in
+ end
+
+ it "identifies an out by its terminal status" do
+ expect(source).to be_transferred_out
+ expect(source).not_to be_transferred_in
+ end
+
+ it "reports a pending destination only while an out has no incoming record" do
+ pending = create(:event_registration, status: "transferred_out")
+ expect(pending).to be_transfer_destination_pending
+ expect(source).not_to be_transfer_destination_pending
+ expect(incoming).not_to be_transfer_destination_pending
+ end
+
+ it "nullifies the back-link if the source is destroyed" do
+ source.update_column(:status, "registered") # bypass the deletion guard for the test
+ source.destroy
+ expect(incoming.reload.transferred_from_registration_id).to be_nil
+ end
+
+ it "scopes .transferred_in to registrations with a back-link" do
+ plain = create(:event_registration, status: "registered")
+ expect(EventRegistration.transferred_in).to include(incoming)
+ expect(EventRegistration.transferred_in).not_to include(plain, source)
+ end
+
+ it "routes the transferred_in filter value through .attendance_status to the FK" do
+ plain = create(:event_registration, status: "registered")
+ results = EventRegistration.attendance_status("transferred_in")
+ expect(results).to include(incoming)
+ expect(results).not_to include(plain, source)
+ end
+
+ it "still filters real statuses through .attendance_status" do
+ expect(EventRegistration.attendance_status("transferred_out")).to include(source)
+ expect(EventRegistration.attendance_status("transferred_out")).not_to include(incoming)
+ end
+
+ it "annotates the reporting label for an incoming registration" do
+ expect(incoming.attendance_status_report_label).to eq("Registered (transferred in)")
+ expect(source.attendance_status_report_label).to eq("Transferred out")
+ end
+
+ it "offers a Transferred in filter option backed by the FK value" do
+ expect(EventRegistration::ATTENDANCE_FILTER_OPTIONS).to include([ "Transferred in", "transferred_in" ])
+ end
+
+ it "scopes .not_transferred_in to registrations without a back-link" do
+ plain = create(:event_registration, status: "registered")
+ expect(EventRegistration.not_transferred_in).to include(plain, source)
+ expect(EventRegistration.not_transferred_in).not_to include(incoming)
+ end
+
+ describe "financials live on the source" do
+ let(:paid_event) { create(:event, cost_cents: 10_000) }
+ let(:source) { create(:event_registration, event: paid_event, status: "transferred_out") }
+ let!(:incoming) do
+ create(:event_registration, event: create(:event, cost_cents: 10_000),
+ status: "registered", transferred_from_registration: source)
+ end
+
+ it "labels payment status as transferred in rather than Due" do
+ expect(incoming.payment_status_label).to eq("Transferred in")
+ end
+
+ it "derives payment access from the source registration" do
+ expect(incoming.payment_access_granted?).to be(false)
+
+ create(:allocation, allocatable: source, amount: 10_000,
+ source: create(:payment, person: source.registrant, amount_cents: 10_000, amount_cents_remaining: nil))
+ expect(incoming.reload.payment_access_granted?).to be(true)
+ end
+ end
+
+ describe "scholarship recognition across a transfer" do
+ let(:source) { create(:event_registration, event: create(:event, cost_cents: 5_000), status: "transferred_out") }
+ let!(:incoming) { create(:event_registration, status: "registered", transferred_from_registration: source) }
+
+ it "designates a transferred-in reg a scholarship recipient via the source award" do
+ scholarship = create(:scholarship, recipient: source.registrant, amount_cents: 5_000)
+ create(:allocation, source: scholarship, allocatable: source, amount: 5_000)
+
+ expect(incoming.effective_scholarship).to eq(scholarship)
+ expect(incoming).to be_scholarship_recipient
+ # ...without the award becoming one of its own (dollars stay on the source).
+ expect(incoming.scholarship?).to be(false)
+ end
+
+ it "is not a recipient when the source has no scholarship" do
+ expect(incoming.effective_scholarship).to be_nil
+ expect(incoming).not_to be_scholarship_recipient
+ end
+
+ it "uses a reg's own scholarship when present" do
+ own = create(:event_registration, event: create(:event, cost_cents: 3_000), status: "registered")
+ scholarship = create(:scholarship, recipient: own.registrant, amount_cents: 3_000)
+ create(:allocation, source: scholarship, allocatable: own, amount: 3_000)
+
+ expect(own.effective_scholarship).to eq(scholarship)
+ expect(own).to be_scholarship_recipient
+ end
+ end
+ end
+
+ describe "CE certification across a transfer" do
+ let(:home_event) { create(:event, ce_hours_offered: 6, start_date: 3.days.ago, end_date: 1.day.ago) }
+ let(:intended_event) { create(:event, ce_hours_offered: 6, start_date: 3.days.ago, end_date: 1.day.ago) }
+ let(:person) { create(:person) }
+ let!(:source) { create(:event_registration, event: home_event, registrant: person, status: "transferred_out") }
+ let!(:intended) { create(:event_registration, event: intended_event, registrant: person, status: "attended", transferred_from_registration: source) }
+ let!(:ce) do
+ create(:continuing_education_registration, event_registration: source,
+ professional_license: create(:professional_license, person: person))
+ end
+
+ it "lets the intended event issue the CE certificate for hours earned there" do
+ expect(intended.certifiable_ce_registrations).to eq([ ce ])
+ intended.mark_certificate_issued!(true)
+ expect(ce.reload.certificate_sent?).to be(true)
+ expect(intended.reload.certificate_issued?).to be(true)
+ end
+
+ it "does not issue the transferred-out hours from the source registration" do
+ expect(source.certifiable_ce_registrations).to be_empty
+ source.mark_certificate_issued!(true)
+ expect(ce.reload.certificate_sent?).to be(false)
+ end
end
describe "#sync_attendance_status_to_days!" do
@@ -146,7 +289,9 @@
it "returns true for a transferred-in registration with no allocations" do
# Transferred-in is an ordinary active registration here; the source event's
# transferred_out record preserves the transfer history.
- expect(create(:event_registration, status: "transferred_in")).to be_deletable
+ source = create(:event_registration, status: "transferred_out")
+ incoming = create(:event_registration, status: "registered", transferred_from_registration: source)
+ expect(incoming).to be_deletable
end
end
diff --git a/spec/requests/event_registrations_spec.rb b/spec/requests/event_registrations_spec.rb
index d8bd3f93ed..124f06ca84 100644
--- a/spec/requests/event_registrations_spec.rb
+++ b/spec/requests/event_registrations_spec.rb
@@ -185,6 +185,16 @@
expect(query_count.call).to eq(baseline)
end
+ it "annotates the CSV Status column for a transferred-in registration" do
+ source = create(:event_registration, status: "transferred_out")
+ create(:event_registration, event: new_event, registrant: source.registrant, status: "attended", transferred_from_registration: source)
+
+ get event_registrations_path, params: { format: :csv }
+
+ status_cells = CSV.parse(response.body).drop(1).map { |row| row[5] }
+ expect(status_cells).to include("Attended (transferred in)")
+ end
+
context "registration form icon" do
let(:reg_form) { create(:form, :standalone, name: "Registration Form") }
let(:person) { existing_registration.registrant }
@@ -477,6 +487,60 @@ def toggle_certificate(value)
expect(response.body).to include("financial records")
expect(response.body).to include("reverted payments still count")
end
+
+ it "prompts to record the destination for a transferred-out registration" do
+ existing_registration.update!(status: "transferred_out")
+
+ get edit_event_registration_path(existing_registration)
+
+ expect(response.body).to include("Record where they transferred to")
+ end
+
+ it "notes on the source CE card where the hours are certified after a transfer" do
+ source_event = create(:event, ce_hours_offered: 6)
+ source = create(:event_registration, event: source_event, status: "transferred_out")
+ intended = create(:event, title: "Intended Training")
+ create(:event_registration, event: intended, registrant: source.registrant, transferred_from_registration: source)
+ create(:continuing_education_registration, event_registration: source,
+ professional_license: create(:professional_license, person: source.registrant))
+
+ get edit_event_registration_path(source)
+
+ expect(response.body).to include("Hours certified at")
+ expect(response.body).to include("Intended Training")
+ end
+
+ it "shows the source event on a transferred-in registration" do
+ source = create(:event_registration, event: event, status: "transferred_out")
+ incoming = create(:event_registration, event: new_event, transferred_from_registration: source)
+
+ get edit_event_registration_path(incoming)
+
+ expect(response.body).to include("Transferred in from")
+ end
+
+ it "shows a source-financials summary (not editable cards) for a transferred-in reg" do
+ paid_event = create(:event, cost_cents: 10_000)
+ source = create(:event_registration, event: paid_event, status: "transferred_out")
+ create(:allocation, source: create(:payment, person: source.registrant, amount_cents: 4_000, amount_cents_remaining: 4_000),
+ allocatable: source, amount: 4_000)
+ scholarship = create(:scholarship, recipient: source.registrant, amount_cents: 6_000)
+ create(:allocation, source: scholarship, allocatable: source, amount: 6_000)
+ incoming = create(:event_registration, event: new_event, transferred_from_registration: source)
+
+ get edit_event_registration_path(incoming)
+
+ # The distinct read-only summary, linking back to the source reg's sections.
+ expect(response.body).to include("Financials on the original registration")
+ expect(response.body).to include("#{edit_event_registration_path(source)}#allocations-card")
+ expect(response.body).to include("#{edit_event_registration_path(source)}#scholarship-card")
+ # Designated a scholarship recipient, linking to the actual award record.
+ expect(response.body).to include("Scholarship recipient")
+ expect(response.body).to include(edit_scholarship_path(scholarship))
+ # NOT the incoming reg's own editable payment/scholarship cards.
+ expect(response.body).not_to include("Registration payments and allocations")
+ expect(response.body).not_to include("name=\"event_registration[scholarship_requested]\"")
+ end
end
describe "PATCH /event_registrations/:id" do
@@ -533,6 +597,109 @@ def toggle_certificate(value)
expect(existing_registration.reload.someone_else_will_pay).to be(true)
end
+
+ it "redirects to the transfer screen when newly marked transferred out" do
+ patch event_registration_path(existing_registration),
+ params: { event_registration: { status: "transferred_out" } }
+
+ expect(response).to redirect_to(transfer_event_registration_path(existing_registration, return_to: nil))
+ end
+
+ it "also redirects when the status is flipped via the inline (Turbo) badge" do
+ patch event_registration_path(existing_registration),
+ params: { event_registration: { status: "transferred_out" } },
+ as: :turbo_stream
+
+ expect(response).to redirect_to(transfer_event_registration_path(existing_registration, return_to: nil))
+ end
+
+ it "does not redirect to the transfer screen once a destination is recorded" do
+ create(:event_registration, transferred_from_registration: existing_registration)
+ existing_registration.update!(status: "transferred_out")
+
+ patch event_registration_path(existing_registration),
+ params: { event_registration: { fee_note: "Settled" } }
+
+ expect(response).not_to redirect_to(transfer_event_registration_path(existing_registration, return_to: nil))
+ end
+ end
+
+ describe "transfer flow" do
+ let!(:source) { create(:event_registration, event: event, status: "transferred_out") }
+
+ describe "GET /event_registrations/:id/transfer" do
+ it "offers same-kind events, excluding the source and the other kind" do
+ same_kind = create(:event, title: "Destination Event", published: true, facilitator_training: false)
+ other_kind = create(:event, title: "A Facilitator Training", published: true, facilitator_training: true)
+
+ get transfer_event_registration_path(source)
+
+ expect(response).to have_http_status(:success)
+ expect(response.body).to include("Destination Event")
+ # The source event and the opposite kind aren't offered as destinations.
+ expect(response.body).not_to include("