From 18d5d489c104d9811a1d6c0c09c2a3498606bf7f Mon Sep 17 00:00:00 2001
From: S Mae Beale <mb@mbp.local>
Date: Sun, 9 Aug 2026 10:40:49 -0400
Subject: [PATCH 1/9] Add auto-detected admin checklist to the event dashboard
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

Admins had no at-a-glance view of the outstanding work to run an event; they
had to infer it from roster filters, the scholarships page, bulk payments, etc.
This adds an "Event checklist" panel under the headcount cards that derives the
whole lifecycle of to-dos (set up -> before the event -> during & after) purely
from system state — nothing is manually checkable. Outstanding work groups by
phase at the top; satisfied / not-applicable items collapse below. Registrant
tasks link to the bulk-reminder flow pre-filtered; admin tasks link to the
roster / Scholarships / bulk-payments / forms / reports pages pre-filtered.

Also adds the drill-in plumbing the checklist needs: an org_status=none roster
filter (registrations with no organization linked) and an event_id filter on the
forms index.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---
 AGENTS.md                                     |   3 +-
 app/controllers/events_controller.rb          |   1 +
 app/controllers/forms_controller.rb           |   4 +
 app/models/event_registration.rb              |   9 +-
 app/services/event_checklist.rb               | 336 ++++++++++++++++++
 app/services/event_dashboard.rb               | 255 +++++++++++++
 app/views/events/_checklist.html.erb          |  64 ++++
 app/views/events/_checklist_badges.html.erb   |  10 +
 app/views/events/_checklist_item.html.erb     |  72 ++++
 .../events/_checklist_resolved_item.html.erb  |  24 ++
 app/views/events/dashboard.html.erb           |   2 +
 app/views/forms/index.html.erb                |   8 +
 spec/models/event_registration_spec.rb        |   1 +
 spec/requests/events_spec.rb                  |  11 +
 spec/requests/forms_spec.rb                   |  10 +
 spec/services/event_checklist_spec.rb         | 107 ++++++
 spec/services/event_dashboard_spec.rb         |  34 ++
 17 files changed, 946 insertions(+), 5 deletions(-)
 create mode 100644 app/services/event_checklist.rb
 create mode 100644 app/views/events/_checklist.html.erb
 create mode 100644 app/views/events/_checklist_badges.html.erb
 create mode 100644 app/views/events/_checklist_item.html.erb
 create mode 100644 app/views/events/_checklist_resolved_item.html.erb
 create mode 100644 spec/services/event_checklist_spec.rb

diff --git a/AGENTS.md b/AGENTS.md
index 79461d4afc..01899e744a 100644
--- a/AGENTS.md
+++ b/AGENTS.md
@@ -194,7 +194,8 @@ action, or `authorize! :workshop, to: :summary?`).
 
 ### Business Logic
 
-- `EventDashboard` — Aggregates per-event dashboard metrics (registrant/org/sector/state/county counts, scholarship totals, payment received/outstanding/total). One population per event — `EventRegistration.active` — so the money and the people figures always reconcile; "who completed the training" is an attendance figure over that population (`#attended_count`), never a narrower population
+- `EventDashboard` — Aggregates per-event dashboard metrics (registrant/org/sector/state/county counts, scholarship totals, payment received/outstanding/total). One population per event — `EventRegistration.active` — so the money and the people figures always reconcile; "who completed the training" is an attendance figure over that population (`#attended_count`), never a narrower population. Also exposes the checklist "needs attention" counts + registrant lists
+- `EventChecklist` — Builds the ordered, auto-detected admin checklist shown on the event dashboard (setup → before → during & after), each item a to-do/done/not-relevant `Item` with count, drill-in path, and affected registrants; reads everything from `EventDashboard`. Backs `events/_checklist`
 - `EventRevenueReport` — Cross-event revenue report grouped by calendar year (money in vs org subsidy vs net, CE fees, chart series) for the CEO revenue page
 - `EventRevenueFigures` — Batch-loads the per-event money components `EventRevenueReport` rows are built from (registration payments/outstanding, funded/unfunded scholarships, discounts, CE paid/outstanding) in a fixed number of grouped queries; mirrors the `EventDashboard` definitions
 - `EventScholarshipFigures` — Batch-loads the per-event scholarship figures `EventScholarshipReport` columns are built from (funded/unfunded dollars + counts, attended count) in a fixed number of grouped queries; optional `funder:` narrows to a donor's grants. Mirrors the `EventDashboard` funded/unfunded split, replacing the one-dashboard-per-event it used to build
diff --git a/app/controllers/events_controller.rb b/app/controllers/events_controller.rb
index 63e7c73d5b..53d2d10c36 100644
--- a/app/controllers/events_controller.rb
+++ b/app/controllers/events_controller.rb
@@ -128,6 +128,7 @@ def dashboard
     authorize! @event
     @event = @event.decorate
     @dashboard = EventDashboard.new(@event)
+    @checklist = EventChecklist.new(@dashboard)
   end
 
   # Admin preview of the registration ticket. Builds an in-memory sample
diff --git a/app/controllers/forms_controller.rb b/app/controllers/forms_controller.rb
index 6e5be9055a..d715d6cc2e 100644
--- a/app/controllers/forms_controller.rb
+++ b/app/controllers/forms_controller.rb
@@ -5,6 +5,10 @@ class FormsController < ApplicationController
   def index
     authorize!
     @forms = Form.standalone.order(:name)
+    if params[:event_id].present?
+      @event = Event.find(params[:event_id])
+      @forms = @forms.joins(:event_forms).where(event_forms: { event_id: @event.id }).distinct
+    end
   end
 
   # Reference page for the field identifiers that wire a question to backend
diff --git a/app/models/event_registration.rb b/app/models/event_registration.rb
index 900705e7e3..ad36d84025 100644
--- a/app/models/event_registration.rb
+++ b/app/models/event_registration.rb
@@ -359,10 +359,11 @@ def self.scholarship_allocatable_ids(scholarships)
     end
   }
   # "linked" = at least one organization linked; "unlinked" = no organization
-  # linked (whether or not an agency name was submitted); "pending" = the
-  # registrant submitted an agency name on the event's registration form but
-  # nothing is linked yet (mirrors the Pending chip on the roster). Needs the
-  # event to resolve its registration form's agency_name field.
+  # linked (whether or not an agency name was submitted; matches
+  # EventRegistrationReadiness#organization_missing?); "pending" = the registrant
+  # submitted an agency name on the event's registration form but nothing is
+  # linked yet (a subset of "unlinked", mirroring the Pending chip on the roster).
+  # "pending" needs the event to resolve its registration form's agency_name field.
   scope :organization_status, ->(value, event) {
     linked = EventRegistrationOrganization.select(:event_registration_id)
     case value
diff --git a/app/services/event_checklist.rb b/app/services/event_checklist.rb
new file mode 100644
index 0000000000..c48b7bbd63
--- /dev/null
+++ b/app/services/event_checklist.rb
@@ -0,0 +1,336 @@
+# The admin checklist for running an event, derived entirely from system state
+# (nothing is manually checkable). Each item is a to-do (outstanding work remains),
+# done (satisfied), or not relevant (doesn't apply to this event — e.g. free event,
+# no CE, or the event hasn't happened yet), in the order an admin works through the
+# event's lifecycle: Set up -> Before the event -> During & after.
+#
+# Registrant-facing work (payment, CE, scholarship tasks) links to the bulk
+# reminder flow pre-filtered to the affected people; admin work (linking orgs,
+# allocating bulk payments, sending certificates, reviewing reports) links to the
+# roster / Scholarships / bulk-payments / forms / reports pages pre-filtered.
+#
+# Reuses EventDashboard for every count and registrant list. Not-relevant items
+# skip their dashboard queries, so pre-event pages don't compute post-event work.
+class EventChecklist
+  include Rails.application.routes.url_helpers
+
+  PHASES = %i[ setup before after ].freeze
+  PHASE_LABELS = {
+    setup: "Set up",
+    before: "Before the event",
+    after: "During & after the event"
+  }.freeze
+  PHASE_SHORT = { setup: "Set up", before: "Before", after: "After" }.freeze
+
+  # kind: :task (count-based), :flag (binary done/not-done), :action (a standing
+  #   action with no done state, e.g. review reports), :placeholder (not built yet).
+  # status: :todo / :done / :not_relevant.
+  Item = Data.define(:key, :phase, :title, :actor, :kind, :status, :count,
+                     :money_cents, :detail, :registrants, :action_path, :action_label) do
+    def todo?
+      status == :todo
+    end
+
+    def done?
+      status == :done
+    end
+
+    def not_relevant?
+      status == :not_relevant
+    end
+
+    def registrant_task?
+      actor == :registrant
+    end
+
+    def trackable?
+      kind == :task || kind == :flag
+    end
+  end
+
+  def initialize(dashboard)
+    @dashboard = dashboard
+    @event = dashboard.event
+  end
+
+  def items
+    @items ||= [
+      setup_forms, setup_callouts, setup_publish, setup_event_type,
+      link_organizations, allocate_bulk_payments, review_flagged_comments,
+      collect_registration_fees, issue_scholarships, set_scholarship_funders,
+      follow_up_agreements, fix_zero_scholarships, complete_scholarship_tasks,
+      collect_ce_licenses, collect_ce_fees, issue_ce_certificates,
+      send_pre_event_reminders,
+      record_attendance, reconcile_ce_hours, send_completion_certificates,
+      review_reports, post_event_survey
+    ]
+  end
+
+  def todo_items
+    items.select(&:todo?)
+  end
+
+  def resolved_items
+    items.reject(&:todo?)
+  end
+
+  def todo_items_by_phase
+    todo_items.group_by(&:phase)
+  end
+
+  def all_clear?
+    todo_items.empty?
+  end
+
+  # Progress reflects only trackable (task/flag) items — standing actions and the
+  # unbuilt survey placeholder don't have a "done" state.
+  def relevant_count
+    trackable_items.count { |item| !item.not_relevant? }
+  end
+
+  def done_count
+    trackable_items.count(&:done?)
+  end
+
+  def todo_count
+    todo_items.size
+  end
+
+  private
+
+  def trackable_items
+    items.select(&:trackable?)
+  end
+
+  # --- Item builders ---------------------------------------------------------
+  def task(key:, phase:, title:, actor:, action_path:, action_label:, relevant:,
+           count: 0, registrants: [], money_cents: nil, detail: nil)
+    status = if !relevant
+      :not_relevant
+    elsif count.positive?
+      :todo
+    else
+      :done
+    end
+    Item.new(key: key, phase: phase, title: title, actor: actor, kind: :task,
+             status: status, count: count, money_cents: money_cents, detail: detail,
+             registrants: registrants, action_path: action_path, action_label: action_label)
+  end
+
+  def flag(key:, phase:, title:, actor:, action_path:, action_label:, relevant:, done:, detail: nil)
+    status = if !relevant
+      :not_relevant
+    elsif done
+      :done
+    else
+      :todo
+    end
+    Item.new(key: key, phase: phase, title: title, actor: actor, kind: :flag,
+             status: status, count: nil, money_cents: nil, detail: detail,
+             registrants: [], action_path: action_path, action_label: action_label)
+  end
+
+  def action(key:, phase:, title:, actor:, action_path:, action_label:, relevant:, detail: nil)
+    Item.new(key: key, phase: phase, title: title, actor: actor, kind: :action,
+             status: relevant ? :todo : :not_relevant, count: nil, money_cents: nil,
+             detail: detail, registrants: [],
+             action_path: relevant ? action_path : nil, action_label: action_label)
+  end
+
+  def placeholder(key:, phase:, title:, detail:)
+    Item.new(key: key, phase: phase, title: title, actor: :admin, kind: :placeholder,
+             status: :not_relevant, count: nil, money_cents: nil, detail: detail,
+             registrants: [], action_path: nil, action_label: nil)
+  end
+
+  # --- Set up ----------------------------------------------------------------
+  def setup_forms
+    flag(key: :setup_forms, phase: :setup, title: "Set up event forms", actor: :admin,
+         relevant: true, done: @dashboard.registration_form_ready?,
+         action_path: forms_path(event_id: @event.id), action_label: "Edit forms",
+         detail: "Registration, CE and scholarship forms")
+  end
+
+  def setup_callouts
+    flag(key: :setup_callouts, phase: :setup, title: "Review ticket callouts", actor: :admin,
+         relevant: true, done: @dashboard.callouts_reviewed?,
+         action_path: edit_event_path(@event, expand: "callouts", anchor: "registration_ticket_callouts"),
+         action_label: "Edit", detail: "Detected from edits to the defaults")
+  end
+
+  def setup_publish
+    flag(key: :setup_publish, phase: :setup, title: "Publish the event page", actor: :admin,
+         relevant: true, done: @dashboard.event_page_published?,
+         action_path: edit_event_path(@event), action_label: "Edit")
+  end
+
+  def setup_event_type
+    flag(key: :setup_event_type, phase: :setup, title: "Mark the event type", actor: :admin,
+         relevant: true, done: @dashboard.event_type_marked?,
+         action_path: edit_event_path(@event), action_label: "Edit",
+         detail: "Facilitator training / on-demand — skip if this is a standard event")
+  end
+
+  # --- Before the event ------------------------------------------------------
+  def link_organizations
+    relevant = @dashboard.has_registrants?
+    count = relevant ? @dashboard.unlinked_registration_count : 0
+    task(key: :link_organizations, phase: :before, title: "Link organizations", actor: :admin,
+         relevant: relevant, count: count,
+         registrants: count.positive? ? @dashboard.unlinked_registrants : [],
+         action_path: registrants_event_path(@event, org_status: "unlinked"), action_label: "Review")
+  end
+
+  def allocate_bulk_payments
+    relevant = @dashboard.bulk_payment_present?
+    count = relevant ? @dashboard.unallocated_bulk_payment_count : 0
+    task(key: :allocate_bulk_payments, phase: :before, title: "Allocate bulk payments", actor: :admin,
+         relevant: relevant, count: count,
+         money_cents: relevant ? @dashboard.unallocated_bulk_payment_cents : nil,
+         detail: "Received, not yet applied",
+         action_path: bulk_payments_event_path(@event), action_label: "Allocate")
+  end
+
+  def review_flagged_comments
+    relevant = @dashboard.has_registrants?
+    count = relevant ? @dashboard.flagged_comment_count : 0
+    task(key: :review_flagged_comments, phase: :before, title: "Review flagged comments", actor: :admin,
+         relevant: relevant, count: count,
+         registrants: count.positive? ? @dashboard.flagged_comment_registrants : [],
+         action_path: registrants_event_path(@event, comment_status: "flagged"), action_label: "Review")
+  end
+
+  def collect_registration_fees
+    relevant = @dashboard.has_registrants? && !@dashboard.free?
+    count = relevant ? @dashboard.unpaid_count : 0
+    task(key: :collect_registration_fees, phase: :before, title: "Collect registration fees", actor: :registrant,
+         relevant: relevant, count: count,
+         money_cents: relevant ? @dashboard.outstanding_cents : nil,
+         registrants: count.positive? ? @dashboard.unpaid_registrants : [],
+         action_path: preview_reminder_event_path(@event, payment_status: "unpaid"), action_label: "Send reminder")
+  end
+
+  def issue_scholarships
+    relevant = @dashboard.scholarship_requests_present? && !@dashboard.free?
+    count = relevant ? @dashboard.scholarship_uncreated_count : 0
+    task(key: :issue_scholarships, phase: :before, title: "Issue scholarships to requesters", actor: :admin,
+         relevant: relevant, count: count,
+         registrants: count.positive? ? @dashboard.scholarship_uncreated_registrants : [],
+         action_path: recipients_event_path(@event), action_label: "Scholarships")
+  end
+
+  def set_scholarship_funders
+    relevant = @dashboard.scholarships_present? && !@dashboard.free?
+    count = relevant ? @dashboard.scholarship_missing_funder_count : 0
+    task(key: :set_scholarship_funders, phase: :before, title: "Set scholarship funders", actor: :admin,
+         relevant: relevant, count: count,
+         registrants: count.positive? ? @dashboard.scholarship_missing_funder_registrants : [],
+         detail: "No grant assigned — may be an intentional org subsidy",
+         action_path: recipients_event_path(@event), action_label: "Scholarships")
+  end
+
+  def follow_up_agreements
+    relevant = @dashboard.scholarships_present? && !@dashboard.free?
+    count = relevant ? @dashboard.scholarship_agreement_unsigned_count : 0
+    task(key: :follow_up_agreements, phase: :before, title: "Follow up scholarship agreements", actor: :registrant,
+         relevant: relevant, count: count,
+         registrants: count.positive? ? @dashboard.scholarship_agreement_unsigned_registrants : [],
+         action_path: recipients_event_path(@event), action_label: "Scholarships")
+  end
+
+  def fix_zero_scholarships
+    relevant = @dashboard.scholarships_present? && !@dashboard.free?
+    count = relevant ? @dashboard.scholarship_zero_amount_count : 0
+    task(key: :fix_zero_scholarships, phase: :before, title: "Fix $0 scholarship amounts", actor: :admin,
+         relevant: relevant, count: count,
+         registrants: count.positive? ? @dashboard.scholarship_zero_amount_registrants : [],
+         action_path: recipients_event_path(@event), action_label: "Scholarships")
+  end
+
+  def complete_scholarship_tasks
+    relevant = @dashboard.scholarships_present? && !@dashboard.free?
+    count = relevant ? @dashboard.scholarship_tasks_incomplete_count : 0
+    task(key: :complete_scholarship_tasks, phase: :before, title: "Complete scholarship tasks", actor: :registrant,
+         relevant: relevant, count: count,
+         registrants: count.positive? ? @dashboard.scholarship_tasks_incomplete_registrants : [],
+         action_path: preview_reminder_event_path(@event, scholarship: "incomplete"), action_label: "Send reminder")
+  end
+
+  def collect_ce_licenses
+    relevant = @dashboard.ce_eligible?
+    count = relevant ? @dashboard.ce_license_missing_count : 0
+    task(key: :collect_ce_licenses, phase: :before, title: "Collect CE license numbers", actor: :registrant,
+         relevant: relevant, count: count,
+         registrants: count.positive? ? @dashboard.ce_license_missing_registrants : [],
+         action_path: preview_reminder_event_path(@event, ce_status: "needs_license"), action_label: "Send reminder")
+  end
+
+  def collect_ce_fees
+    relevant = @dashboard.ce_eligible?
+    count = relevant ? @dashboard.cont_ed_unpaid_count : 0
+    task(key: :collect_ce_fees, phase: :before, title: "Collect CE fees", actor: :registrant,
+         relevant: relevant, count: count,
+         money_cents: relevant ? @dashboard.cont_ed_outstanding_cents : nil,
+         registrants: count.positive? ? @dashboard.cont_ed_unpaid_registrants : [],
+         action_path: preview_reminder_event_path(@event, ce_status: "requested"), action_label: "Send reminder")
+  end
+
+  def issue_ce_certificates
+    relevant = @dashboard.ce_eligible?
+    count = relevant ? @dashboard.ce_certificate_pending_count : 0
+    task(key: :issue_ce_certificates, phase: :before, title: "Issue CE certificates", actor: :admin,
+         relevant: relevant, count: count,
+         registrants: count.positive? ? @dashboard.ce_certificate_pending_registrants : [],
+         action_path: registrants_event_path(@event, ce_status: "not_issued"), action_label: "Review")
+  end
+
+  def send_pre_event_reminders
+    relevant = @dashboard.has_registrants? && !@dashboard.event_over?
+    flag(key: :send_pre_event_reminders, phase: :before, title: "Send pre-event reminder emails", actor: :admin,
+         relevant: relevant, done: @dashboard.pre_event_reminder_sent?,
+         detail: "Goes to all registrants",
+         action_path: preview_reminder_event_path(@event), action_label: "Send")
+  end
+
+  # --- During & after the event ----------------------------------------------
+  def record_attendance
+    relevant = @dashboard.has_registrants? && @dashboard.event_started?
+    count = relevant ? @dashboard.attendance_pending_count : 0
+    task(key: :record_attendance, phase: :after, title: "Record attendance", actor: :admin,
+         relevant: relevant, count: count,
+         registrants: count.positive? ? @dashboard.attendance_pending_registrants : [],
+         action_path: registrants_event_path(@event, attendance_status: "registered"), action_label: "Record")
+  end
+
+  def reconcile_ce_hours
+    relevant = @dashboard.event_over? && @dashboard.ce_eligible?
+    count = relevant ? @dashboard.ce_hours_incomplete_count : 0
+    task(key: :reconcile_ce_hours, phase: :after, title: "Reconcile CE hours", actor: :admin,
+         relevant: relevant, count: count,
+         registrants: count.positive? ? @dashboard.ce_hours_incomplete_registrants : [],
+         detail: "Hours are admin-entered — best-effort",
+         action_path: registrants_event_path(@event, ce_status: "registered"), action_label: "Review")
+  end
+
+  def send_completion_certificates
+    relevant = @dashboard.event_over?
+    count = relevant ? @dashboard.completion_certificate_pending_count : 0
+    task(key: :send_completion_certificates, phase: :after, title: "Send completion certificates", actor: :admin,
+         relevant: relevant, count: count,
+         registrants: count.positive? ? @dashboard.completion_certificate_pending_registrants : [],
+         action_path: registrants_event_path(@event, readiness: "certificate_due"), action_label: "Review")
+  end
+
+  def review_reports
+    action(key: :review_reports, phase: :after, title: "Review event reports", actor: :admin,
+           relevant: @dashboard.event_over?,
+           action_path: statistics_events_path, action_label: "View reports")
+  end
+
+  def post_event_survey
+    # TODO(post-event-survey): wire up detection + drill-in once the survey
+    # feature exists (no survey model/flow is built today).
+    placeholder(key: :post_event_survey, phase: :after, title: "Follow up post-event survey",
+                detail: "Coming soon (not built)")
+  end
+end
diff --git a/app/services/event_dashboard.rb b/app/services/event_dashboard.rb
index 7cfb89864f..939af526f5 100644
--- a/app/services/event_dashboard.rb
+++ b/app/services/event_dashboard.rb
@@ -479,6 +479,179 @@ def cont_ed_due_by_registrant
     @cont_ed_due_by_registrant ||= ce_cents_by_registrant { |ce_registration| ce_due_cents(ce_registration) }
   end
 
+  # --- Checklist / needs attention ------------------------------------------
+  # Auto-detected outstanding admin work, consumed by EventChecklist. Each count
+  # pairs with a *_registrants list (the people behind it) for the dashboard's
+  # expandable checklist rows; relevance helpers below gate which items apply.
+
+  # Registrant list behind #unlinked_registration_count — the admin's org-linking
+  # queue (active registrations with no organization linked). The count itself is
+  # #unlinked_registration_count.
+  def unlinked_registrants
+    @unlinked_registrants ||= people_sorted(unlinked_registrant_ids)
+  end
+
+  # Bulk-payment money received but not yet applied to a registration.
+  def unallocated_bulk_payment_count
+    @unallocated_bulk_payment_count ||= bulk_payments.where("amount_cents_remaining > 0").count
+  end
+
+  def bulk_payment_present?
+    bulk_payments.exists?
+  end
+
+  # Active registrations carrying a flagged comment an admin should review.
+  def flagged_comment_count
+    flagged_comment_registrant_ids.size
+  end
+
+  def flagged_comment_registrants
+    @flagged_comment_registrants ||= people_sorted(flagged_comment_registrant_ids)
+  end
+
+  # Scholarship requested on the registration but no Scholarship created yet.
+  def scholarship_uncreated_count
+    scholarship_uncreated_registrant_ids.size
+  end
+
+  def scholarship_uncreated_registrants
+    @scholarship_uncreated_registrants ||= people_sorted(scholarship_uncreated_registrant_ids)
+  end
+
+  # Scholarships with no grant assigned — may still need a funder (or be an
+  # intentional org subsidy; best-effort signal).
+  def scholarship_missing_funder_count
+    scholarship_missing_funder_recipient_ids.size
+  end
+
+  def scholarship_missing_funder_registrants
+    @scholarship_missing_funder_registrants ||= people_sorted(scholarship_missing_funder_recipient_ids)
+  end
+
+  # Scholarships still sitting at $0 — a placeholder amount to fill in.
+  def scholarship_zero_amount_count
+    scholarship_zero_amount_recipient_ids.size
+  end
+
+  def scholarship_zero_amount_registrants
+    @scholarship_zero_amount_registrants ||= people_sorted(scholarship_zero_amount_recipient_ids)
+  end
+
+  # Scholarship recipients whose tasks aren't complete yet.
+  def scholarship_tasks_incomplete_count
+    scholarship_tasks_incomplete_recipient_ids.size
+  end
+
+  def scholarship_tasks_incomplete_registrants
+    @scholarship_tasks_incomplete_registrants ||= people_sorted(scholarship_tasks_incomplete_recipient_ids)
+  end
+
+  # Scholarship recipients who haven't signed their agreement yet.
+  def scholarship_agreement_unsigned_count
+    scholarship_agreement_unsigned_recipient_ids.size
+  end
+
+  def scholarship_agreement_unsigned_registrants
+    @scholarship_agreement_unsigned_registrants ||= people_sorted(scholarship_agreement_unsigned_recipient_ids)
+  end
+
+  # CE registrants missing a professional-license number.
+  def ce_license_missing_count
+    ce_license_missing_registrant_ids.size
+  end
+
+  def ce_license_missing_registrants
+    @ce_license_missing_registrants ||= people_sorted(ce_license_missing_registrant_ids)
+  end
+
+  # CE registrants whose CE certificate hasn't been sent.
+  def ce_certificate_pending_count
+    ce_certificate_pending_registrant_ids.size
+  end
+
+  def ce_certificate_pending_registrants
+    @ce_certificate_pending_registrants ||= people_sorted(ce_certificate_pending_registrant_ids)
+  end
+
+  # CE registrants whose recorded hours fall short of the event's offered hours.
+  def ce_hours_incomplete_count
+    ce_hours_incomplete_registrant_ids.size
+  end
+
+  def ce_hours_incomplete_registrants
+    @ce_hours_incomplete_registrants ||= people_sorted(ce_hours_incomplete_registrant_ids)
+  end
+
+  # Active registrants with no attendance outcome recorded yet (still "registered").
+  def attendance_pending_count
+    attendance_count_for("registered")
+  end
+
+  def attendance_pending_registrants
+    attendance_registrants("registered")
+  end
+
+  # Attended registrations whose completion certificate hasn't been sent
+  # (readiness == :certificate_due with the registration cert still outstanding).
+  def completion_certificate_pending_count
+    completion_certificate_pending_registrations.size
+  end
+
+  def completion_certificate_pending_registrants
+    @completion_certificate_pending_registrants ||=
+      people_sorted(completion_certificate_pending_registrations.map(&:registrant_id))
+  end
+
+  # True once any pre-event reminder has been sent to this event's registrants.
+  def pre_event_reminder_sent?
+    Notification.where(noticeable_type: "EventRegistration", noticeable_id: active_registration_ids,
+                       kind: "event_registration_reminder").exists?
+  end
+
+  # --- Relevance helpers -----------------------------------------------------
+  def has_registrants?
+    registrant_count.positive?
+  end
+
+  def event_started?
+    event.start_date.present? && event.start_date <= Time.current
+  end
+
+  def event_over?
+    reference = event.end_date || event.start_date
+    reference.present? && reference.to_date < Date.current
+  end
+
+  def ce_eligible?
+    event.ce_eligible?
+  end
+
+  def scholarships_present?
+    scholarship_recipient_count.positive?
+  end
+
+  def scholarship_requests_present?
+    scholarship_applicant_ids.any?
+  end
+
+  def registration_form_ready?
+    event.registration_form&.form_fields&.published&.exists? || false
+  end
+
+  def callouts_reviewed?
+    event.registration_ticket_callouts.any? do |callout|
+      callout.builtin? ? BuiltinCallouts.customized?(callout) : true
+    end
+  end
+
+  def event_page_published?
+    event.publicly_visible?
+  end
+
+  def event_type_marked?
+    event.facilitator_training? || event.on_demand?
+  end
+
   def free?
     event.cost_cents.to_i <= 0
   end
@@ -971,6 +1144,88 @@ def settings_registrant_ids_by_category
 
   private
 
+  # --- Checklist id helpers --------------------------------------------------
+  # Reuses #linked_registration_ids (the "N unlinked" dashboard flag) so the
+  # checklist's list and that count stay in lockstep.
+  def unlinked_registrant_ids
+    @unlinked_registrant_ids ||= active_registrations.where.not(id: linked_registration_ids).pluck(:registrant_id)
+  end
+
+  def flagged_comment_registrant_ids
+    @flagged_comment_registrant_ids ||= begin
+      registration_ids = Comment.flagged
+        .where(commentable_type: "EventRegistration", commentable_id: active_registration_ids)
+        .distinct
+        .pluck(:commentable_id)
+      registration_ids.filter_map { |id| registrant_id_by_registration[id] }.uniq
+    end
+  end
+
+  def scholarship_uncreated_registrant_ids
+    @scholarship_uncreated_registrant_ids ||= begin
+      requested = active_registrations.where(scholarship_requested: true)
+      created_ids = requested.with_scholarship.pluck(:id)
+      requested.where.not(id: created_ids).pluck(:registrant_id)
+    end
+  end
+
+  def scholarship_missing_funder_recipient_ids
+    @scholarship_missing_funder_recipient_ids ||= scholarships.where(grant_id: nil).distinct.pluck(:recipient_id)
+  end
+
+  def scholarship_zero_amount_recipient_ids
+    @scholarship_zero_amount_recipient_ids ||= scholarships.where(amount_cents: 0).distinct.pluck(:recipient_id)
+  end
+
+  def scholarship_tasks_incomplete_recipient_ids
+    @scholarship_tasks_incomplete_recipient_ids ||= scholarships.where(tasks_completed: false).distinct.pluck(:recipient_id)
+  end
+
+  def scholarship_agreement_unsigned_recipient_ids
+    @scholarship_agreement_unsigned_recipient_ids ||= scholarships.where(agreement_signed_at: nil).distinct.pluck(:recipient_id)
+  end
+
+  def ce_license_missing_registrant_ids
+    @ce_license_missing_registrant_ids ||= active_registrations.ce_status("needs_license").distinct.pluck(:registrant_id)
+  end
+
+  def ce_certificate_pending_registrant_ids
+    @ce_certificate_pending_registrant_ids ||= active_registrations.ce_status("not_issued").distinct.pluck(:registrant_id)
+  end
+
+  def ce_hours_incomplete_registrant_ids
+    @ce_hours_incomplete_registrant_ids ||= begin
+      offered = event.ce_hours_offered.to_f
+      if offered.positive?
+        ce_registrations
+          .select { |ce_registration| ce_registration.hours.to_f < offered }
+          .filter_map { |ce_registration| registrant_id_by_registration[ce_registration.event_registration_id] }
+          .uniq
+      else
+        []
+      end
+    end
+  end
+
+  def completion_certificate_pending_registrations
+    @completion_certificate_pending_registrations ||= certificate_due_registrations.reject(&:certificate_sent?)
+  end
+
+  def certificate_due_registrations
+    @certificate_due_registrations ||= readiness_registrations.select do |registration|
+      EventRegistrationReadiness.new(registration).status == :certificate_due
+    end
+  end
+
+  # Active registrations preloaded with everything EventRegistrationReadiness
+  # reads, so per-registration readiness runs without extra queries.
+  def readiness_registrations
+    @readiness_registrations ||= active_registrations
+      .includes(:event, :organizations, :allocations, :scholarships,
+                { continuing_education_registrations: [ :professional_license, :allocations ] })
+      .to_a
+  end
+
   # Active registrant addresses whose state is a recognized US state/territory —
   # the source for every States figure (count card, choropleth, and drill-in).
   def us_state_addresses
diff --git a/app/views/events/_checklist.html.erb b/app/views/events/_checklist.html.erb
new file mode 100644
index 0000000000..ba9fec5ea1
--- /dev/null
+++ b/app/views/events/_checklist.html.erb
@@ -0,0 +1,64 @@
+<%#
+  Event checklist panel — the admin's auto-detected to-do list for the whole event
+  lifecycle, shown under the headcount cards on the dashboard. Outstanding work sits
+  at the top grouped by phase; satisfied / not-applicable items collapse below.
+  Locals: checklist (EventChecklist).
+%>
+<%
+  done = checklist.done_count
+  relevant = checklist.relevant_count
+  progress = relevant.positive? ? (done * 100 / relevant) : 0
+  resolved_done = checklist.resolved_items.count(&:done?)
+  resolved_na = checklist.resolved_items.size - resolved_done
+%>
+<div class="mt-3 sm:mt-4 rounded-xl border <%= DomainTheme.border_class_for(:event_dashboard, intensity: 200) %> <%= DomainTheme.bg_class_for(:event_dashboard, intensity: 50) %> p-4 sm:p-5 shadow-sm">
+  <div class="flex items-center justify-between gap-2 flex-wrap">
+    <div class="flex items-center gap-2 <%= DomainTheme.text_class_for(:event_dashboard, intensity: 600) %> text-sm font-semibold uppercase tracking-wide">
+      <i class="fa-solid fa-list-check"></i><span>Event checklist</span>
+    </div>
+    <div class="flex items-center gap-3">
+      <div class="hidden sm:flex items-center gap-2">
+        <div class="h-2 w-40 rounded-full bg-gray-200 overflow-hidden">
+          <div class="h-full bg-emerald-500" style="width: <%= progress %>%"></div>
+        </div>
+        <span class="text-xs text-gray-500 tabular-nums"><%= done %> of <%= relevant %> done</span>
+      </div>
+      <% if checklist.all_clear? %>
+        <span class="inline-flex items-center gap-1 rounded-full bg-green-100 px-2.5 py-1 text-xs font-semibold text-green-700"><i class="fa-solid fa-circle-check"></i> All caught up</span>
+      <% else %>
+        <span class="inline-flex items-center gap-1 rounded-full bg-orange-100 px-2.5 py-1 text-xs font-semibold text-orange-700"><i class="fa-solid fa-circle-exclamation"></i> <%= pluralize(checklist.todo_count, "to do") %></span>
+      <% end %>
+    </div>
+  </div>
+
+  <% unless checklist.all_clear? %>
+    <div class="mt-4 space-y-4">
+      <% EventChecklist::PHASES.each do |phase| %>
+        <% phase_items = checklist.todo_items_by_phase[phase] %>
+        <% next unless phase_items.present? %>
+        <div>
+          <p class="text-[11px] font-semibold uppercase tracking-wide text-gray-400 mb-1"><%= EventChecklist::PHASE_LABELS[phase] %> · <%= pluralize(phase_items.size, "to do") %></p>
+          <div class="rounded-lg border border-gray-100 bg-white divide-y divide-gray-100">
+            <% phase_items.each do |item| %>
+              <%= render "events/checklist_item", item: item %>
+            <% end %>
+          </div>
+        </div>
+      <% end %>
+    </div>
+  <% end %>
+
+  <% if checklist.resolved_items.any? %>
+    <details class="group mt-4">
+      <summary class="flex items-center gap-2 cursor-pointer select-none list-none [&::-webkit-details-marker]:hidden text-xs font-semibold text-gray-500 hover:text-gray-700">
+        <i class="fa-solid fa-chevron-right text-[10px] transition-transform group-open:rotate-90"></i>
+        Done &amp; not applicable · <%= resolved_done %> done · <%= resolved_na %> n/a
+      </summary>
+      <div class="mt-2 rounded-lg border border-gray-100 bg-white divide-y divide-gray-100">
+        <% checklist.resolved_items.each do |item| %>
+          <%= render "events/checklist_resolved_item", item: item %>
+        <% end %>
+      </div>
+    </details>
+  <% end %>
+</div>
diff --git a/app/views/events/_checklist_badges.html.erb b/app/views/events/_checklist_badges.html.erb
new file mode 100644
index 0000000000..5a3b1491f1
--- /dev/null
+++ b/app/views/events/_checklist_badges.html.erb
@@ -0,0 +1,10 @@
+<%#
+  The count + money badges shown after a checklist item's title.
+  Locals: item (EventChecklist::Item).
+%>
+<% if item.count.present? && item.count.positive? %>
+  <span class="shrink-0 inline-flex items-center rounded-full bg-orange-100 text-orange-700 text-[11px] font-semibold tabular-nums px-1.5"><%= item.count %></span>
+<% end %>
+<% if item.money_cents.present? && item.money_cents.positive? %>
+  <span class="shrink-0 inline-flex items-center rounded-full bg-amber-100 text-amber-700 text-[11px] font-semibold tabular-nums px-1.5"><%= dollars_from_cents(item.money_cents) %></span>
+<% end %>
diff --git a/app/views/events/_checklist_item.html.erb b/app/views/events/_checklist_item.html.erb
new file mode 100644
index 0000000000..8137a90174
--- /dev/null
+++ b/app/views/events/_checklist_item.html.erb
@@ -0,0 +1,72 @@
+<%#
+  A single to-do row in the event checklist. Anatomy:
+    [actor chip · fixed width] [icon] [title] [count / money] [chevron] ...... [CTA]
+  The fixed-width chip keeps titles aligned for easy vertical scanning. People-based
+  items expand (collapsed by default) to reveal exactly who the item is for; item-
+  level and money-only items render without a toggle.
+
+  Locals: item (EventChecklist::Item).
+%>
+<%
+  icons = {
+    setup_forms: "fa-file-lines", setup_callouts: "fa-comment-dots",
+    setup_publish: "fa-globe", setup_event_type: "fa-tags",
+    link_organizations: "fa-building-circle-exclamation", allocate_bulk_payments: "fa-money-check-dollar",
+    review_flagged_comments: "fa-flag", collect_registration_fees: "fa-hand-holding-dollar",
+    issue_scholarships: "fa-graduation-cap", set_scholarship_funders: "fa-hand-holding-heart",
+    follow_up_agreements: "fa-file-signature", fix_zero_scholarships: "fa-dollar-sign",
+    complete_scholarship_tasks: "fa-list-check", collect_ce_licenses: "fa-id-card",
+    collect_ce_fees: "fa-award", issue_ce_certificates: "fa-certificate",
+    send_pre_event_reminders: "fa-bell", record_attendance: "fa-user-check",
+    reconcile_ce_hours: "fa-clock-rotate-left", send_completion_certificates: "fa-certificate",
+    review_reports: "fa-chart-line"
+  }
+  icon = icons.fetch(item.key, "fa-circle-dot")
+  chip = item.registrant_task? ? { label: "remind", classes: "bg-emerald-50 text-emerald-600" } : { label: "admin", classes: "bg-blue-50 text-blue-600" }
+  cta_classes = case item.action_label
+    when "Scholarships" then "border-purple-200 bg-purple-50 text-purple-700 hover:bg-purple-100"
+    when "Send reminder", "Send" then "border-emerald-200 bg-emerald-50 text-emerald-700 hover:bg-emerald-100"
+    else "border-blue-200 bg-blue-50 text-blue-700 hover:bg-blue-100"
+    end
+%>
+<div class="flex items-start gap-2 px-3 py-2">
+  <span class="shrink-0 inline-flex justify-center rounded-full <%= chip[:classes] %> text-[10px] font-semibold w-16 py-0.5 mt-0.5"><%= chip[:label] %></span>
+  <% if item.registrants.any? %>
+    <details class="group flex-1 min-w-0">
+      <summary class="flex items-center justify-between gap-2 cursor-pointer select-none list-none [&::-webkit-details-marker]:hidden rounded py-0.5 hover:bg-gray-50">
+        <span class="flex items-center gap-2 min-w-0 text-sm text-gray-700">
+          <i class="fa-solid <%= icon %> text-orange-500 shrink-0"></i>
+          <span class="truncate"><%= item.title %></span>
+          <%= render "events/checklist_badges", item: item %>
+        </span>
+        <i class="fa-solid fa-chevron-down text-[10px] text-gray-300 shrink-0 transition-transform group-open:rotate-180"></i>
+      </summary>
+      <% if item.detail.present? %><p class="text-xs text-gray-400 mt-0.5 ml-6"><%= item.detail %></p><% end %>
+      <ul class="mt-1 mb-1 ml-6 space-y-0.5 text-xs text-gray-700 max-h-48 overflow-y-auto">
+        <% item.registrants.each do |registrant| %>
+          <li>
+            <%= link_to registrants_event_path(@event, registrant_ids: registrant.id),
+                  class: "group/rowlink flex items-center justify-between gap-2 rounded px-1 -mx-1 py-0.5 hover:bg-gray-50" do %>
+              <span class="truncate min-w-0 group-hover/rowlink:underline"><%= registrant.name %></span>
+              <i class="fa-solid fa-arrow-up-right-from-square text-[10px] text-white shrink-0 group-hover/rowlink:text-gray-500"></i>
+            <% end %>
+          </li>
+        <% end %>
+      </ul>
+    </details>
+  <% else %>
+    <div class="flex-1 min-w-0">
+      <div class="flex items-center gap-2 text-sm text-gray-700">
+        <i class="fa-solid <%= icon %> text-orange-500 shrink-0"></i>
+        <span class="truncate"><%= item.title %></span>
+        <%= render "events/checklist_badges", item: item %>
+      </div>
+      <% if item.detail.present? %><p class="text-xs text-gray-400 mt-0.5"><%= item.detail %></p><% end %>
+    </div>
+  <% end %>
+  <% if item.action_path.present? %>
+    <%= link_to item.action_path, class: "shrink-0 inline-flex items-center gap-1 rounded-md border px-2 py-1 text-[11px] font-semibold whitespace-nowrap #{cta_classes}" do %>
+      <%= item.action_label %> <i class="fa-solid fa-arrow-right text-[10px]"></i>
+    <% end %>
+  <% end %>
+</div>
diff --git a/app/views/events/_checklist_resolved_item.html.erb b/app/views/events/_checklist_resolved_item.html.erb
new file mode 100644
index 0000000000..719ca78d9d
--- /dev/null
+++ b/app/views/events/_checklist_resolved_item.html.erb
@@ -0,0 +1,24 @@
+<%#
+  A one-line row in the checklist's collapsed "Done & not applicable" section:
+  a done item (green check) or a not-relevant / not-yet / unbuilt item (muted).
+  Locals: item (EventChecklist::Item).
+%>
+<%
+  lead_icon = if item.done?
+    "fa-circle-check text-emerald-500"
+  elsif item.kind == :placeholder
+    "fa-flask text-gray-300"
+  else
+    "fa-clock text-gray-300"
+  end
+  text_class = item.done? ? "text-gray-500" : "text-gray-400"
+%>
+<div class="flex items-center gap-2 px-3 py-1.5 text-xs <%= text_class %>">
+  <i class="fa-solid <%= lead_icon %> w-4 text-center shrink-0"></i>
+  <span class="uppercase tracking-wide text-[10px] font-semibold w-14 shrink-0 text-gray-400"><%= EventChecklist::PHASE_SHORT[item.phase] %></span>
+  <span class="truncate"><%= item.title %></span>
+  <% if item.count.present? && item.count.positive? %>
+    <span class="shrink-0 inline-flex items-center rounded-full bg-gray-100 text-gray-500 text-[10px] font-semibold tabular-nums px-1.5"><%= item.count %></span>
+  <% end %>
+  <% if item.detail.present? %><span class="text-gray-400 italic truncate"><%= item.detail %></span><% end %>
+</div>
diff --git a/app/views/events/dashboard.html.erb b/app/views/events/dashboard.html.erb
index c1651074fa..386d0beca4 100644
--- a/app/views/events/dashboard.html.erb
+++ b/app/views/events/dashboard.html.erb
@@ -446,5 +446,7 @@
       </div>
     </details>
   </div>
+
+  <%= render "checklist", checklist: @checklist %>
 </div>
 </div>
diff --git a/app/views/forms/index.html.erb b/app/views/forms/index.html.erb
index ae45104fa1..68f24d43ae 100644
--- a/app/views/forms/index.html.erb
+++ b/app/views/forms/index.html.erb
@@ -16,6 +16,14 @@
     </div>
   </div>
 
+  <% if @event.present? %>
+    <div class="mb-4 flex flex-wrap items-center gap-2 rounded-lg border border-blue-200 bg-blue-50 px-3 py-2 text-sm text-gray-700">
+      <i class="fa-solid fa-filter text-blue-500"></i>
+      <span>Showing forms connected to <span class="font-semibold"><%= @event.title %></span></span>
+      <%= link_to "Clear filter", forms_path, class: "text-blue-600 hover:underline" %>
+    </div>
+  <% end %>
+
   <div class="bg-white border border-gray-200 rounded-xl shadow-sm overflow-hidden">
     <table class="w-full border-collapse">
       <thead class="bg-gray-100">
diff --git a/spec/models/event_registration_spec.rb b/spec/models/event_registration_spec.rb
index 17c492fd0b..7d466c7585 100644
--- a/spec/models/event_registration_spec.rb
+++ b/spec/models/event_registration_spec.rb
@@ -1346,4 +1346,5 @@ def registration_for(person)
       expect(preloaded.paid_in_full?).to be(true)
     end
   end
+
 end
diff --git a/spec/requests/events_spec.rb b/spec/requests/events_spec.rb
index 93bcd9b4a6..5f13648226 100644
--- a/spec/requests/events_spec.rb
+++ b/spec/requests/events_spec.rb
@@ -326,6 +326,17 @@ def add_ce_registrant(target_event)
     end
   end
 
+  describe "GET /dashboard" do
+    let(:event) { create(:event, :publicly_visible, published: true) }
+
+    it "renders the event checklist for an admin" do
+      sign_in admin
+      get dashboard_event_path(event)
+      expect(response).to have_http_status(:ok)
+      expect(response.body).to include("Event checklist")
+    end
+  end
+
   describe "GET /participation" do
     let!(:training_2026) { create(:event, title: "TAC 261", facilitator_training: true, start_date: Date.new(2026, 5, 1)) }
     let!(:webinar_2025) { create(:event, title: "Open webinar", facilitator_training: false, start_date: Date.new(2025, 5, 1)) }
diff --git a/spec/requests/forms_spec.rb b/spec/requests/forms_spec.rb
index c5ecd6a7d2..ec1aef2c84 100644
--- a/spec/requests/forms_spec.rb
+++ b/spec/requests/forms_spec.rb
@@ -14,6 +14,16 @@
         expect(response).to have_http_status(:success)
         expect(response.body).to include("My Form")
       end
+
+      it "filters to an event's connected forms when event_id is given" do
+        event = create(:event)
+        connected = create(:form, :standalone, name: "Connected Form")
+        create(:form, :standalone, name: "Other Form")
+        create(:event_form, event: event, form: connected, role: "registration")
+        get forms_path(event_id: event.id)
+        expect(response.body).to include("Connected Form")
+        expect(response.body).not_to include("Other Form")
+      end
     end
 
     context "as regular user" do
diff --git a/spec/services/event_checklist_spec.rb b/spec/services/event_checklist_spec.rb
new file mode 100644
index 0000000000..ab294fee98
--- /dev/null
+++ b/spec/services/event_checklist_spec.rb
@@ -0,0 +1,107 @@
+require "rails_helper"
+
+RSpec.describe EventChecklist do
+  subject(:checklist) { described_class.new(EventDashboard.new(event)) }
+
+  def item(key)
+    checklist.items.find { |i| i.key == key }
+  end
+
+  describe "structure" do
+    let(:event) { create(:event) }
+
+    it "lists items in lifecycle order across the phases" do
+      keys = checklist.items.map(&:key)
+      expect(keys.first(4)).to eq(%i[ setup_forms setup_callouts setup_publish setup_event_type ])
+      expect(keys.last(2)).to eq(%i[ review_reports post_event_survey ])
+    end
+
+    it "keeps the user's scholarship sub-order (issue -> funders -> agreements -> $0 -> tasks)" do
+      scholarship_keys = %i[ issue_scholarships set_scholarship_funders follow_up_agreements
+                             fix_zero_scholarships complete_scholarship_tasks ]
+      ordered = checklist.items.map(&:key).select { |k| scholarship_keys.include?(k) }
+      expect(ordered).to eq(scholarship_keys)
+    end
+
+    it "always keeps the post-event survey as an unbuilt placeholder" do
+      expect(item(:post_event_survey).kind).to eq(:placeholder)
+      expect(item(:post_event_survey)).to be_not_relevant
+    end
+
+    it "models review reports as a standing action, not a done-able task" do
+      expect(item(:review_reports).kind).to eq(:action)
+    end
+  end
+
+  describe "before the event, with a registrant" do
+    let(:event) { create(:event, cost_cents: 10_000) }
+    let(:registrant) { create(:person) }
+
+    before { create(:event_registration, event: event, registrant: registrant, status: "registered") }
+
+    it "flags unpaid registrants as a reminder to-do" do
+      fees = item(:collect_registration_fees)
+      expect(fees).to be_todo
+      expect(fees.count).to eq(1)
+      expect(fees.registrants).to include(registrant)
+      expect(fees.money_cents).to eq(10_000)
+      expect(fees.action_path).to include("preview_reminder", "payment_status=unpaid")
+    end
+
+    it "surfaces registrations with no organization via the roster unlinked filter" do
+      link = item(:link_organizations)
+      expect(link).to be_todo
+      expect(link.count).to eq(1)
+      expect(link.action_path).to include("org_status=unlinked")
+    end
+
+    it "does not surface during/after items before the event happens" do
+      %i[ record_attendance reconcile_ce_hours send_completion_certificates review_reports ].each do |key|
+        expect(item(key)).to be_not_relevant
+      end
+    end
+  end
+
+  describe "a free event" do
+    let(:event) { create(:event, cost_cents: 0) }
+
+    before { create(:event_registration, event: event, registrant: create(:person), status: "registered") }
+
+    it "hides the fee and scholarship items" do
+      %i[ collect_registration_fees issue_scholarships set_scholarship_funders
+          follow_up_agreements fix_zero_scholarships complete_scholarship_tasks ].each do |key|
+        expect(item(key)).to be_not_relevant
+      end
+    end
+  end
+
+  describe "after the event" do
+    let(:event) { create(:event, :ended, cost_cents: 10_000) }
+
+    before { create(:event_registration, event: event, registrant: create(:person), status: "registered") }
+
+    it "surfaces recording attendance for registrants with no outcome" do
+      attendance = item(:record_attendance)
+      expect(attendance).to be_todo
+      expect(attendance.count).to eq(1)
+      expect(attendance.action_path).to include("attendance_status=registered")
+    end
+
+    it "turns reviewing reports into a standing to-do pointing at the stats hub" do
+      reports = item(:review_reports)
+      expect(reports).to be_todo
+      expect(reports.action_path).to eq(Rails.application.routes.url_helpers.statistics_events_path)
+    end
+  end
+
+  describe "progress buckets" do
+    let(:event) { create(:event, :publicly_visible, published: true) }
+
+    it "counts done vs relevant over trackable items only and resolves the placeholder" do
+      expect(checklist.relevant_count).to be_positive
+      expect(checklist.done_count).to be <= checklist.relevant_count
+      expect(checklist.resolved_items).to include(item(:post_event_survey))
+      expect(item(:setup_publish)).to be_done
+    end
+  end
+end
diff --git a/spec/services/event_dashboard_spec.rb b/spec/services/event_dashboard_spec.rb
index 2b0644561b..92283f87bf 100644
--- a/spec/services/event_dashboard_spec.rb
+++ b/spec/services/event_dashboard_spec.rb
@@ -1190,4 +1190,38 @@ def opt_in(person, text:)
       expect(affiliation_queries).to be <= 3
     end
   end
+
+  describe "checklist counts" do
+    let(:event) { create(:event, cost_cents: 10_000) }
+
+    it "lists the registrants behind the unlinked-organization count" do
+      person = create(:person)
+      create(:event_registration, event: event, registrant: person, status: "registered")
+      dashboard = described_class.new(event)
+      expect(dashboard.unlinked_registration_count).to eq(1)
+      expect(dashboard.unlinked_registrants).to eq([ person ])
+    end
+
+    it "counts scholarships still at $0 and those missing a funder" do
+      recipient = create(:person)
+      registration = create(:event_registration, event: event, registrant: recipient, status: "registered")
+      scholarship = create(:scholarship, recipient: recipient, amount_cents: 0, grant: nil,
+                           tasks_completed: false, agreement_signed_at: nil)
+      create(:allocation, source: scholarship, allocatable: registration, amount: 0)
+      dashboard = described_class.new(event)
+      expect(dashboard.scholarship_zero_amount_count).to eq(1)
+      expect(dashboard.scholarship_missing_funder_count).to eq(1)
+      expect(dashboard.scholarship_agreement_unsigned_count).to eq(1)
+      expect(dashboard.scholarship_zero_amount_registrants).to eq([ recipient ])
+    end
+
+    it "reports event_over? / event_started? from the event dates" do
+      past = described_class.new(create(:event, :ended))
+      future = described_class.new(create(:event))
+      expect(past.event_over?).to be(true)
+      expect(past.event_started?).to be(true)
+      expect(future.event_over?).to be(false)
+      expect(future.event_started?).to be(false)
+    end
+  end
 end

From 111901c1a81f4205c744dd8e355f08db8f63643a Mon Sep 17 00:00:00 2001
From: S Mae Beale <mb@mbp.local>
Date: Sun, 9 Aug 2026 11:59:24 -0400
Subject: [PATCH 2/9] Expand bulk-payment checklist row and label reminders
 "Remind"

The "Allocate bulk payments" row now expands to show who submitted each bulk
payment (name + payer organization) and how much of it is still unapplied, so an
admin can see the money's source without leaving the dashboard.

Registrant-facing checklist items are retitled with a "Remind" prefix and all
route to the bulk-reminder flow pre-filtered by criteria (payment/CE/scholarship
status); the scholarship-agreement reminder, which has no semantic filter,
recreates its recipient selection via the reminder page's name filter.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---
 app/services/event_checklist.rb           | 52 ++++++++++++++++-------
 app/services/event_dashboard.rb           | 23 ++++++++++
 app/views/events/_checklist_item.html.erb | 31 ++++++++++----
 spec/requests/events_spec.rb              |  8 +++-
 spec/services/event_checklist_spec.rb     | 48 +++++++++++++++++++++
 5 files changed, 136 insertions(+), 26 deletions(-)

diff --git a/app/services/event_checklist.rb b/app/services/event_checklist.rb
index c48b7bbd63..e14c3402fb 100644
--- a/app/services/event_checklist.rb
+++ b/app/services/event_checklist.rb
@@ -25,8 +25,12 @@ class EventChecklist
   # kind: :task (count-based), :flag (binary done/not-done), :action (a standing
   #   action with no done state, e.g. review reports), :placeholder (not built yet).
   # status: :todo / :done / :not_relevant.
+  # A drill row shown when a non-registrant item expands (e.g. bulk-payment
+  # submitters): a title, optional subtitle (org), amount, and a link.
+  DetailRow = Data.define(:title, :subtitle, :amount_cents, :path)
+
   Item = Data.define(:key, :phase, :title, :actor, :kind, :status, :count,
-                     :money_cents, :detail, :registrants, :action_path, :action_label) do
+                     :money_cents, :detail, :registrants, :detail_rows, :action_path, :action_label) do
     def todo?
       status == :todo
     end
@@ -104,7 +108,7 @@ def trackable_items
 
   # --- Item builders ---------------------------------------------------------
   def task(key:, phase:, title:, actor:, action_path:, action_label:, relevant:,
-           count: 0, registrants: [], money_cents: nil, detail: nil)
+           count: 0, registrants: [], detail_rows: [], money_cents: nil, detail: nil)
     status = if !relevant
       :not_relevant
     elsif count.positive?
@@ -114,7 +118,8 @@ def task(key:, phase:, title:, actor:, action_path:, action_label:, relevant:,
     end
     Item.new(key: key, phase: phase, title: title, actor: actor, kind: :task,
              status: status, count: count, money_cents: money_cents, detail: detail,
-             registrants: registrants, action_path: action_path, action_label: action_label)
+             registrants: registrants, detail_rows: detail_rows,
+             action_path: action_path, action_label: action_label)
   end
 
   def flag(key:, phase:, title:, actor:, action_path:, action_label:, relevant:, done:, detail: nil)
@@ -127,20 +132,20 @@ def flag(key:, phase:, title:, actor:, action_path:, action_label:, relevant:, d
     end
     Item.new(key: key, phase: phase, title: title, actor: actor, kind: :flag,
              status: status, count: nil, money_cents: nil, detail: detail,
-             registrants: [], action_path: action_path, action_label: action_label)
+             registrants: [], detail_rows: [], action_path: action_path, action_label: action_label)
   end
 
   def action(key:, phase:, title:, actor:, action_path:, action_label:, relevant:, detail: nil)
     Item.new(key: key, phase: phase, title: title, actor: actor, kind: :action,
              status: relevant ? :todo : :not_relevant, count: nil, money_cents: nil,
-             detail: detail, registrants: [],
+             detail: detail, registrants: [], detail_rows: [],
              action_path: relevant ? action_path : nil, action_label: action_label)
   end
 
   def placeholder(key:, phase:, title:, detail:)
     Item.new(key: key, phase: phase, title: title, actor: :admin, kind: :placeholder,
              status: :not_relevant, count: nil, money_cents: nil, detail: detail,
-             registrants: [], action_path: nil, action_label: nil)
+             registrants: [], detail_rows: [], action_path: nil, action_label: nil)
   end
 
   # --- Set up ----------------------------------------------------------------
@@ -184,13 +189,23 @@ def link_organizations
   def allocate_bulk_payments
     relevant = @dashboard.bulk_payment_present?
     count = relevant ? @dashboard.unallocated_bulk_payment_count : 0
+    rows = count.positive? ? @dashboard.unallocated_bulk_payment_details.map { |detail| bulk_payment_row(detail) } : []
     task(key: :allocate_bulk_payments, phase: :before, title: "Allocate bulk payments", actor: :admin,
-         relevant: relevant, count: count,
+         relevant: relevant, count: count, detail_rows: rows,
          money_cents: relevant ? @dashboard.unallocated_bulk_payment_cents : nil,
          detail: "Received, not yet applied",
          action_path: bulk_payments_event_path(@event), action_label: "Allocate")
   end
 
+  def bulk_payment_row(detail)
+    DetailRow.new(
+      title: detail.name.presence || "Unknown payer",
+      subtitle: detail.organization,
+      amount_cents: detail.amount_cents,
+      path: bulk_payments_event_path(@event, expand: detail.submission_id, anchor: "payment-card-#{detail.submission_id}")
+    )
+  end
+
   def review_flagged_comments
     relevant = @dashboard.has_registrants?
     count = relevant ? @dashboard.flagged_comment_count : 0
@@ -203,7 +218,7 @@ def review_flagged_comments
   def collect_registration_fees
     relevant = @dashboard.has_registrants? && !@dashboard.free?
     count = relevant ? @dashboard.unpaid_count : 0
-    task(key: :collect_registration_fees, phase: :before, title: "Collect registration fees", actor: :registrant,
+    task(key: :collect_registration_fees, phase: :before, title: "Remind registration fees due", actor: :registrant,
          relevant: relevant, count: count,
          money_cents: relevant ? @dashboard.outstanding_cents : nil,
          registrants: count.positive? ? @dashboard.unpaid_registrants : [],
@@ -232,10 +247,17 @@ def set_scholarship_funders
   def follow_up_agreements
     relevant = @dashboard.scholarships_present? && !@dashboard.free?
     count = relevant ? @dashboard.scholarship_agreement_unsigned_count : 0
-    task(key: :follow_up_agreements, phase: :before, title: "Follow up scholarship agreements", actor: :registrant,
-         relevant: relevant, count: count,
-         registrants: count.positive? ? @dashboard.scholarship_agreement_unsigned_registrants : [],
-         action_path: recipients_event_path(@event), action_label: "Scholarships")
+    registrants = count.positive? ? @dashboard.scholarship_agreement_unsigned_registrants : []
+    # No semantic reminder filter for "agreement unsigned", so recreate the
+    # selection on the reminder page via its name filter (multi-value, split on --).
+    action_path = if registrants.any?
+      preview_reminder_event_path(@event, name: registrants.map(&:name).join("--"))
+    else
+      preview_reminder_event_path(@event)
+    end
+    task(key: :follow_up_agreements, phase: :before, title: "Remind scholarship agreements", actor: :registrant,
+         relevant: relevant, count: count, registrants: registrants,
+         action_path: action_path, action_label: "Send reminder")
   end
 
   def fix_zero_scholarships
@@ -250,7 +272,7 @@ def fix_zero_scholarships
   def complete_scholarship_tasks
     relevant = @dashboard.scholarships_present? && !@dashboard.free?
     count = relevant ? @dashboard.scholarship_tasks_incomplete_count : 0
-    task(key: :complete_scholarship_tasks, phase: :before, title: "Complete scholarship tasks", actor: :registrant,
+    task(key: :complete_scholarship_tasks, phase: :before, title: "Remind scholarship tasks", actor: :registrant,
          relevant: relevant, count: count,
          registrants: count.positive? ? @dashboard.scholarship_tasks_incomplete_registrants : [],
          action_path: preview_reminder_event_path(@event, scholarship: "incomplete"), action_label: "Send reminder")
@@ -259,7 +281,7 @@ def complete_scholarship_tasks
   def collect_ce_licenses
     relevant = @dashboard.ce_eligible?
     count = relevant ? @dashboard.ce_license_missing_count : 0
-    task(key: :collect_ce_licenses, phase: :before, title: "Collect CE license numbers", actor: :registrant,
+    task(key: :collect_ce_licenses, phase: :before, title: "Remind CE license numbers", actor: :registrant,
          relevant: relevant, count: count,
          registrants: count.positive? ? @dashboard.ce_license_missing_registrants : [],
          action_path: preview_reminder_event_path(@event, ce_status: "needs_license"), action_label: "Send reminder")
@@ -268,7 +290,7 @@ def collect_ce_licenses
   def collect_ce_fees
     relevant = @dashboard.ce_eligible?
     count = relevant ? @dashboard.cont_ed_unpaid_count : 0
-    task(key: :collect_ce_fees, phase: :before, title: "Collect CE fees", actor: :registrant,
+    task(key: :collect_ce_fees, phase: :before, title: "Remind CE fees due", actor: :registrant,
          relevant: relevant, count: count,
          money_cents: relevant ? @dashboard.cont_ed_outstanding_cents : nil,
          registrants: count.positive? ? @dashboard.cont_ed_unpaid_registrants : [],
diff --git a/app/services/event_dashboard.rb b/app/services/event_dashboard.rb
index 939af526f5..e0272fcb78 100644
--- a/app/services/event_dashboard.rb
+++ b/app/services/event_dashboard.rb
@@ -10,6 +10,10 @@ def initialize(event, scholarship_funder: nil)
 
   attr_reader :event
 
+  # One unallocated bulk-payment submission: who submitted it, their org (the
+  # payer_organization answer), the amount still to apply, and ids for linking.
+  BulkPaymentDetail = Data.define(:name, :organization, :amount_cents, :submission_id, :slug)
+
   def registrant_count
     active_registration_ids.size
   end
@@ -500,6 +504,25 @@ def bulk_payment_present?
     bulk_payments.exists?
   end
 
+  # Per-submission breakdown behind #unallocated_bulk_payment_count: who submitted
+  # each bulk payment (name + org) and how much of it is still unapplied.
+  def unallocated_bulk_payment_details
+    @unallocated_bulk_payment_details ||= event.form_submissions
+      .where(role: "bulk_payment")
+      .includes(:person, :payment, form_answers: :form_field)
+      .filter_map do |submission|
+        payment = submission.payment
+        next unless payment && payment.amount_cents_remaining.positive?
+        BulkPaymentDetail.new(
+          name: submission.person&.name,
+          organization: submission.answers_by_identifier["payer_organization"].presence,
+          amount_cents: payment.amount_cents_remaining,
+          submission_id: submission.id,
+          slug: submission.slug
+        )
+      end
+  end
+
   # Active registrations carrying a flagged comment an admin should review.
   def flagged_comment_count
     flagged_comment_registrant_ids.size
diff --git a/app/views/events/_checklist_item.html.erb b/app/views/events/_checklist_item.html.erb
index 8137a90174..fd5e9282c2 100644
--- a/app/views/events/_checklist_item.html.erb
+++ b/app/views/events/_checklist_item.html.erb
@@ -31,7 +31,7 @@
 %>
 <div class="flex items-start gap-2 px-3 py-2">
   <span class="shrink-0 inline-flex justify-center rounded-full <%= chip[:classes] %> text-[10px] font-semibold w-16 py-0.5 mt-0.5"><%= chip[:label] %></span>
-  <% if item.registrants.any? %>
+  <% if item.registrants.any? || item.detail_rows.any? %>
     <details class="group flex-1 min-w-0">
       <summary class="flex items-center justify-between gap-2 cursor-pointer select-none list-none [&::-webkit-details-marker]:hidden rounded py-0.5 hover:bg-gray-50">
         <span class="flex items-center gap-2 min-w-0 text-sm text-gray-700">
@@ -43,14 +43,27 @@
       </summary>
       <% if item.detail.present? %><p class="text-xs text-gray-400 mt-0.5 ml-6"><%= item.detail %></p><% end %>
       <ul class="mt-1 mb-1 ml-6 space-y-0.5 text-xs text-gray-700 max-h-48 overflow-y-auto">
-        <% item.registrants.each do |registrant| %>
-          <li>
-            <%= link_to registrants_event_path(@event, registrant_ids: registrant.id),
-                  class: "group/rowlink flex items-center justify-between gap-2 rounded px-1 -mx-1 py-0.5 hover:bg-gray-50" do %>
-              <span class="truncate min-w-0 group-hover/rowlink:underline"><%= registrant.name %></span>
-              <i class="fa-solid fa-arrow-up-right-from-square text-[10px] text-white shrink-0 group-hover/rowlink:text-gray-500"></i>
-            <% end %>
-          </li>
+        <% if item.detail_rows.any? %>
+          <% item.detail_rows.each do |row| %>
+            <li>
+              <%= link_to row.path, class: "group/rowlink flex items-center justify-between gap-2 rounded px-1 -mx-1 py-0.5 hover:bg-gray-50" do %>
+                <span class="truncate min-w-0">
+                  <span class="group-hover/rowlink:underline"><%= row.title %></span><% if row.subtitle.present? %><span class="text-gray-400"> · <%= row.subtitle %></span><% end %>
+                </span>
+                <span class="shrink-0 tabular-nums text-gray-500"><%= dollars_from_cents(row.amount_cents) %></span>
+              <% end %>
+            </li>
+          <% end %>
+        <% else %>
+          <% item.registrants.each do |registrant| %>
+            <li>
+              <%= link_to registrants_event_path(@event, registrant_ids: registrant.id),
+                    class: "group/rowlink flex items-center justify-between gap-2 rounded px-1 -mx-1 py-0.5 hover:bg-gray-50" do %>
+                <span class="truncate min-w-0 group-hover/rowlink:underline"><%= registrant.name %></span>
+                <i class="fa-solid fa-arrow-up-right-from-square text-[10px] text-white shrink-0 group-hover/rowlink:text-gray-500"></i>
+              <% end %>
+            </li>
+          <% end %>
         <% end %>
       </ul>
     </details>
diff --git a/spec/requests/events_spec.rb b/spec/requests/events_spec.rb
index 5f13648226..10ba9914b9 100644
--- a/spec/requests/events_spec.rb
+++ b/spec/requests/events_spec.rb
@@ -327,13 +327,17 @@ def add_ce_registrant(target_event)
   end
 
   describe "GET /dashboard" do
-    let(:event) { create(:event, :publicly_visible, published: true) }
+    let(:event) { create(:event, :publicly_visible, published: true, cost_cents: 10_000) }
 
-    it "renders the event checklist for an admin" do
+    it "renders the event checklist, including an expandable to-do row" do
+      create(:event_registration, event: event, registrant: create(:person), status: "registered")
       sign_in admin
       get dashboard_event_path(event)
       expect(response).to have_http_status(:ok)
       expect(response.body).to include("Event checklist")
+      # An unpaid registrant with no org linked surfaces reminder + admin to-dos.
+      expect(response.body).to include("Remind registration fees due")
+      expect(response.body).to include("Link organizations")
     end
   end
 
diff --git a/spec/services/event_checklist_spec.rb b/spec/services/event_checklist_spec.rb
index ab294fee98..83bfbedca1 100644
--- a/spec/services/event_checklist_spec.rb
+++ b/spec/services/event_checklist_spec.rb
@@ -31,6 +31,12 @@ def item(key)
     it "models review reports as a standing action, not a done-able task" do
       expect(item(:review_reports).kind).to eq(:action)
     end
+
+    it "prefixes every registrant-facing reminder item with 'Remind'" do
+      reminders = checklist.items.select(&:registrant_task?)
+      expect(reminders).to be_present
+      expect(reminders.map(&:title)).to all(start_with("Remind"))
+    end
   end
 
   describe "before the event, with a registrant" do
@@ -94,6 +100,48 @@ def item(key)
     end
   end
 
+  describe "bulk payments" do
+    let(:event) { create(:event, cost_cents: 10_000) }
+    let(:form) { create(:form) }
+    let(:payer) { create(:person, first_name: "Helena", last_name: "Lopez") }
+    let!(:submission) { create(:form_submission, form: form, event: event, person: payer, role: "bulk_payment") }
+
+    before do
+      field = create(:form_field, form: form, field_identifier: "payer_organization")
+      create(:form_answer, form_submission: submission, form_field: field, submitted_answer: "A Greater Hope")
+      create(:payment, form_submission: submission, amount_cents: 7_500, amount_cents_remaining: 7_500)
+    end
+
+    it "expands to each submitter with their org and remaining amount" do
+      bulk = item(:allocate_bulk_payments)
+      expect(bulk).to be_todo
+      expect(bulk.count).to eq(1)
+      expect(bulk.money_cents).to eq(7_500)
+      row = bulk.detail_rows.first
+      expect(row.title).to eq(payer.name)
+      expect(row.subtitle).to eq("A Greater Hope")
+      expect(row.amount_cents).to eq(7_500)
+    end
+  end
+
+  describe "scholarship agreement reminders" do
+    let(:event) { create(:event, cost_cents: 10_000) }
+    let(:recipient) { create(:person) }
+
+    before do
+      registration = create(:event_registration, event: event, registrant: recipient, status: "registered")
+      scholarship = create(:scholarship, recipient: recipient, amount_cents: 5_000,
+                           tasks_completed: true, agreement_signed_at: nil)
+      create(:allocation, source: scholarship, allocatable: registration, amount: 5_000)
+    end
+
+    it "routes agreement follow-ups to the reminder page via its name filter" do
+      agreements = item(:follow_up_agreements)
+      expect(agreements).to be_todo
+      expect(agreements.action_path).to include("preview_reminder", "name=")
+    end
+  end
+
   describe "progress buckets" do
     let(:event) { create(:event, :publicly_visible, published: true) }
 

From e7adc0609a1a469ae91c8653e0b4a50e911ea480 Mon Sep 17 00:00:00 2001
From: S Mae Beale <mb@mbp.local>
Date: Sun, 9 Aug 2026 12:01:42 -0400
Subject: [PATCH 3/9] Label reminder checklist items "Send reminder"

Retitle the registrant-facing checklist items to "Send reminder: <thing>" and
shorten their button to "Send" so the action reads clearly without doubling.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---
 app/services/event_checklist.rb       | 20 ++++++++++----------
 spec/requests/events_spec.rb          |  2 +-
 spec/services/event_checklist_spec.rb |  4 ++--
 3 files changed, 13 insertions(+), 13 deletions(-)

diff --git a/app/services/event_checklist.rb b/app/services/event_checklist.rb
index e14c3402fb..d374cc8a37 100644
--- a/app/services/event_checklist.rb
+++ b/app/services/event_checklist.rb
@@ -218,11 +218,11 @@ def review_flagged_comments
   def collect_registration_fees
     relevant = @dashboard.has_registrants? && !@dashboard.free?
     count = relevant ? @dashboard.unpaid_count : 0
-    task(key: :collect_registration_fees, phase: :before, title: "Remind registration fees due", actor: :registrant,
+    task(key: :collect_registration_fees, phase: :before, title: "Send reminder: registration fees due", actor: :registrant,
          relevant: relevant, count: count,
          money_cents: relevant ? @dashboard.outstanding_cents : nil,
          registrants: count.positive? ? @dashboard.unpaid_registrants : [],
-         action_path: preview_reminder_event_path(@event, payment_status: "unpaid"), action_label: "Send reminder")
+         action_path: preview_reminder_event_path(@event, payment_status: "unpaid"), action_label: "Send")
   end
 
   def issue_scholarships
@@ -255,9 +255,9 @@ def follow_up_agreements
     else
       preview_reminder_event_path(@event)
     end
-    task(key: :follow_up_agreements, phase: :before, title: "Remind scholarship agreements", actor: :registrant,
+    task(key: :follow_up_agreements, phase: :before, title: "Send reminder: scholarship agreements", actor: :registrant,
          relevant: relevant, count: count, registrants: registrants,
-         action_path: action_path, action_label: "Send reminder")
+         action_path: action_path, action_label: "Send")
   end
 
   def fix_zero_scholarships
@@ -272,29 +272,29 @@ def fix_zero_scholarships
   def complete_scholarship_tasks
     relevant = @dashboard.scholarships_present? && !@dashboard.free?
     count = relevant ? @dashboard.scholarship_tasks_incomplete_count : 0
-    task(key: :complete_scholarship_tasks, phase: :before, title: "Remind scholarship tasks", actor: :registrant,
+    task(key: :complete_scholarship_tasks, phase: :before, title: "Send reminder: scholarship tasks", actor: :registrant,
          relevant: relevant, count: count,
          registrants: count.positive? ? @dashboard.scholarship_tasks_incomplete_registrants : [],
-         action_path: preview_reminder_event_path(@event, scholarship: "incomplete"), action_label: "Send reminder")
+         action_path: preview_reminder_event_path(@event, scholarship: "incomplete"), action_label: "Send")
   end
 
   def collect_ce_licenses
     relevant = @dashboard.ce_eligible?
     count = relevant ? @dashboard.ce_license_missing_count : 0
-    task(key: :collect_ce_licenses, phase: :before, title: "Remind CE license numbers", actor: :registrant,
+    task(key: :collect_ce_licenses, phase: :before, title: "Send reminder: CE license numbers", actor: :registrant,
          relevant: relevant, count: count,
          registrants: count.positive? ? @dashboard.ce_license_missing_registrants : [],
-         action_path: preview_reminder_event_path(@event, ce_status: "needs_license"), action_label: "Send reminder")
+         action_path: preview_reminder_event_path(@event, ce_status: "needs_license"), action_label: "Send")
   end
 
   def collect_ce_fees
     relevant = @dashboard.ce_eligible?
     count = relevant ? @dashboard.cont_ed_unpaid_count : 0
-    task(key: :collect_ce_fees, phase: :before, title: "Remind CE fees due", actor: :registrant,
+    task(key: :collect_ce_fees, phase: :before, title: "Send reminder: CE fees due", actor: :registrant,
          relevant: relevant, count: count,
          money_cents: relevant ? @dashboard.cont_ed_outstanding_cents : nil,
          registrants: count.positive? ? @dashboard.cont_ed_unpaid_registrants : [],
-         action_path: preview_reminder_event_path(@event, ce_status: "requested"), action_label: "Send reminder")
+         action_path: preview_reminder_event_path(@event, ce_status: "requested"), action_label: "Send")
   end
 
   def issue_ce_certificates
diff --git a/spec/requests/events_spec.rb b/spec/requests/events_spec.rb
index 10ba9914b9..42f67be422 100644
--- a/spec/requests/events_spec.rb
+++ b/spec/requests/events_spec.rb
@@ -336,7 +336,7 @@ def add_ce_registrant(target_event)
       expect(response).to have_http_status(:ok)
       expect(response.body).to include("Event checklist")
       # An unpaid registrant with no org linked surfaces reminder + admin to-dos.
-      expect(response.body).to include("Remind registration fees due")
+      expect(response.body).to include("Send reminder: registration fees due")
       expect(response.body).to include("Link organizations")
     end
   end
diff --git a/spec/services/event_checklist_spec.rb b/spec/services/event_checklist_spec.rb
index 83bfbedca1..6b54e505bc 100644
--- a/spec/services/event_checklist_spec.rb
+++ b/spec/services/event_checklist_spec.rb
@@ -32,10 +32,10 @@ def item(key)
       expect(item(:review_reports).kind).to eq(:action)
     end
 
-    it "prefixes every registrant-facing reminder item with 'Remind'" do
+    it "prefixes every registrant-facing reminder item with 'Send reminder'" do
       reminders = checklist.items.select(&:registrant_task?)
       expect(reminders).to be_present
-      expect(reminders.map(&:title)).to all(start_with("Remind"))
+      expect(reminders.map(&:title)).to all(start_with("Send reminder"))
     end
   end
 

From d088f7c24d356bf182f5273acd45d125766bc226 Mon Sep 17 00:00:00 2001
From: S Mae Beale <mb@mbp.local>
Date: Sun, 9 Aug 2026 12:26:03 -0400
Subject: [PATCH 4/9] Add "Indicate event staff" setup item to the event
 checklist

Detected by the presence of any event_staffs; links to the event staff page so
an admin can add the roster.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---
 app/services/event_checklist.rb           |  8 +++++++-
 app/services/event_dashboard.rb           |  4 ++++
 app/views/events/_checklist_item.html.erb |  2 +-
 spec/services/event_checklist_spec.rb     | 13 ++++++++++++-
 4 files changed, 24 insertions(+), 3 deletions(-)

diff --git a/app/services/event_checklist.rb b/app/services/event_checklist.rb
index d374cc8a37..91f5f9152f 100644
--- a/app/services/event_checklist.rb
+++ b/app/services/event_checklist.rb
@@ -59,7 +59,7 @@ def initialize(dashboard)
 
   def items
     @items ||= [
-      setup_forms, setup_callouts, setup_publish, setup_event_type,
+      setup_forms, setup_callouts, setup_publish, setup_event_type, setup_staff,
       link_organizations, allocate_bulk_payments, review_flagged_comments,
       collect_registration_fees, issue_scholarships, set_scholarship_funders,
       follow_up_agreements, fix_zero_scholarships, complete_scholarship_tasks,
@@ -176,6 +176,12 @@ def setup_event_type
          detail: "Facilitator training / on-demand — skip if this is a standard event")
   end
 
+  def setup_staff
+    flag(key: :setup_staff, phase: :setup, title: "Indicate event staff", actor: :admin,
+         relevant: true, done: @dashboard.staff_indicated?,
+         action_path: staff_event_path(@event), action_label: "Staff")
+  end
+
   # --- Before the event ------------------------------------------------------
   def link_organizations
     relevant = @dashboard.has_registrants?
diff --git a/app/services/event_dashboard.rb b/app/services/event_dashboard.rb
index e0272fcb78..8dbbae1e58 100644
--- a/app/services/event_dashboard.rb
+++ b/app/services/event_dashboard.rb
@@ -675,6 +675,10 @@ def event_type_marked?
     event.facilitator_training? || event.on_demand?
   end
 
+  def staff_indicated?
+    event.event_staffs.exists?
+  end
+
   def free?
     event.cost_cents.to_i <= 0
   end
diff --git a/app/views/events/_checklist_item.html.erb b/app/views/events/_checklist_item.html.erb
index fd5e9282c2..e3151c1ca3 100644
--- a/app/views/events/_checklist_item.html.erb
+++ b/app/views/events/_checklist_item.html.erb
@@ -10,7 +10,7 @@
 <%
   icons = {
     setup_forms: "fa-file-lines", setup_callouts: "fa-comment-dots",
-    setup_publish: "fa-globe", setup_event_type: "fa-tags",
+    setup_publish: "fa-globe", setup_event_type: "fa-tags", setup_staff: "fa-user-tie",
     link_organizations: "fa-building-circle-exclamation", allocate_bulk_payments: "fa-money-check-dollar",
     review_flagged_comments: "fa-flag", collect_registration_fees: "fa-hand-holding-dollar",
     issue_scholarships: "fa-graduation-cap", set_scholarship_funders: "fa-hand-holding-heart",
diff --git a/spec/services/event_checklist_spec.rb b/spec/services/event_checklist_spec.rb
index 6b54e505bc..f817700277 100644
--- a/spec/services/event_checklist_spec.rb
+++ b/spec/services/event_checklist_spec.rb
@@ -12,7 +12,7 @@ def item(key)
 
     it "lists items in lifecycle order across the phases" do
       keys = checklist.items.map(&:key)
-      expect(keys.first(4)).to eq(%i[ setup_forms setup_callouts setup_publish setup_event_type ])
+      expect(keys.first(5)).to eq(%i[ setup_forms setup_callouts setup_publish setup_event_type setup_staff ])
       expect(keys.last(2)).to eq(%i[ review_reports post_event_survey ])
     end
 
@@ -100,6 +100,17 @@ def item(key)
     end
   end
 
+  describe "staff setup" do
+    let(:event) { create(:event) }
+
+    it "is a to-do until event staff are indicated, then done" do
+      expect(item(:setup_staff)).to be_todo
+      expect(item(:setup_staff).action_path).to eq(Rails.application.routes.url_helpers.staff_event_path(event))
+      create(:event_staff, event: event)
+      expect(described_class.new(EventDashboard.new(event)).items.find { |i| i.key == :setup_staff }).to be_done
+    end
+  end
+
   describe "bulk payments" do
     let(:event) { create(:event, cost_cents: 10_000) }
     let(:form) { create(:form) }

From 3bf5979a4fbbe02bbd3444334f9ab5ac4f3d047c Mon Sep 17 00:00:00 2001
From: S Mae Beale <mb@mbp.local>
Date: Sun, 9 Aug 2026 16:29:20 -0400
Subject: [PATCH 5/9] Point CE-hours reconcile at the participation report
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

Correct the copy — CE hours are registrant-submitted — and link the row to the
participation report rather than the roster.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---
 app/services/event_checklist.rb | 4 ++--
 1 file changed, 2 insertions(+), 2 deletions(-)

diff --git a/app/services/event_checklist.rb b/app/services/event_checklist.rb
index 91f5f9152f..0aaa66631a 100644
--- a/app/services/event_checklist.rb
+++ b/app/services/event_checklist.rb
@@ -336,8 +336,8 @@ def reconcile_ce_hours
     task(key: :reconcile_ce_hours, phase: :after, title: "Reconcile CE hours", actor: :admin,
          relevant: relevant, count: count,
          registrants: count.positive? ? @dashboard.ce_hours_incomplete_registrants : [],
-         detail: "Hours are admin-entered — best-effort",
-         action_path: registrants_event_path(@event, ce_status: "registered"), action_label: "Review")
+         detail: "Hours are registrant-submitted",
+         action_path: participation_events_path, action_label: "Participation")
   end
 
   def send_completion_certificates

From dece8295385e512f1fa4c78b3d5896bd560666cd Mon Sep 17 00:00:00 2001
From: S Mae Beale <mb@mbp.local>
Date: Sun, 9 Aug 2026 16:30:52 -0400
Subject: [PATCH 6/9] Fix rubocop: drop stray blank line in
 event_registration_spec

Left over from resolving the organization_status rebase conflict.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---
 spec/models/event_registration_spec.rb | 1 -
 1 file changed, 1 deletion(-)

diff --git a/spec/models/event_registration_spec.rb b/spec/models/event_registration_spec.rb
index 7d466c7585..17c492fd0b 100644
--- a/spec/models/event_registration_spec.rb
+++ b/spec/models/event_registration_spec.rb
@@ -1346,5 +1346,4 @@ def registration_for(person)
       expect(preloaded.paid_in_full?).to be(true)
     end
   end
-
 end

From 800da1d0daf0848a185dbbbc041f084cfa243d56 Mon Sep 17 00:00:00 2001
From: S Mae Beale <mb@mbp.local>
Date: Tue, 11 Aug 2026 03:12:22 -0400
Subject: [PATCH 7/9] Point event-reports checklist link at the new reports hub

The Events IA refactor renamed statistics_events_path to reports_events_path.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---
 app/services/event_checklist.rb       | 2 +-
 spec/services/event_checklist_spec.rb | 2 +-
 2 files changed, 2 insertions(+), 2 deletions(-)

diff --git a/app/services/event_checklist.rb b/app/services/event_checklist.rb
index 0aaa66631a..6bea3c4e7d 100644
--- a/app/services/event_checklist.rb
+++ b/app/services/event_checklist.rb
@@ -352,7 +352,7 @@ def send_completion_certificates
   def review_reports
     action(key: :review_reports, phase: :after, title: "Review event reports", actor: :admin,
            relevant: @dashboard.event_over?,
-           action_path: statistics_events_path, action_label: "View reports")
+           action_path: reports_events_path, action_label: "View reports")
   end
 
   def post_event_survey
diff --git a/spec/services/event_checklist_spec.rb b/spec/services/event_checklist_spec.rb
index f817700277..760b8aa1ad 100644
--- a/spec/services/event_checklist_spec.rb
+++ b/spec/services/event_checklist_spec.rb
@@ -96,7 +96,7 @@ def item(key)
     it "turns reviewing reports into a standing to-do pointing at the stats hub" do
       reports = item(:review_reports)
       expect(reports).to be_todo
-      expect(reports.action_path).to eq(Rails.application.routes.url_helpers.statistics_events_path)
+      expect(reports.action_path).to eq(Rails.application.routes.url_helpers.reports_events_path)
     end
   end
 

From 9c98102c305fa5ccb5f46025de1a834264b0eef9 Mon Sep 17 00:00:00 2001
From: S Mae Beale <mb@mbp.local>
Date: Tue, 11 Aug 2026 11:00:57 -0400
Subject: [PATCH 8/9] Add trainee-onboarding (Mailchimp/CMS) item to the event
 checklist

Counts active registrants not yet set up in every onboarding system
(EventRegistration::CHECKLIST_STEPS) and links to the event onboarding page.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---
 app/services/event_checklist.rb           | 12 +++++++++++-
 app/services/event_dashboard.rb           | 21 +++++++++++++++++++++
 app/views/events/_checklist_item.html.erb |  3 ++-
 spec/services/event_checklist_spec.rb     | 18 ++++++++++++++++++
 4 files changed, 52 insertions(+), 2 deletions(-)

diff --git a/app/services/event_checklist.rb b/app/services/event_checklist.rb
index 6bea3c4e7d..45ee054c04 100644
--- a/app/services/event_checklist.rb
+++ b/app/services/event_checklist.rb
@@ -60,7 +60,7 @@ def initialize(dashboard)
   def items
     @items ||= [
       setup_forms, setup_callouts, setup_publish, setup_event_type, setup_staff,
-      link_organizations, allocate_bulk_payments, review_flagged_comments,
+      link_organizations, onboard_trainees, allocate_bulk_payments, review_flagged_comments,
       collect_registration_fees, issue_scholarships, set_scholarship_funders,
       follow_up_agreements, fix_zero_scholarships, complete_scholarship_tasks,
       collect_ce_licenses, collect_ce_fees, issue_ce_certificates,
@@ -212,6 +212,16 @@ def bulk_payment_row(detail)
     )
   end
 
+  def onboard_trainees
+    relevant = @dashboard.has_registrants?
+    count = relevant ? @dashboard.onboarding_incomplete_count : 0
+    task(key: :onboard_trainees, phase: :before, title: "Set up trainee onboarding", actor: :admin,
+         relevant: relevant, count: count,
+         registrants: count.positive? ? @dashboard.onboarding_incomplete_registrants : [],
+         detail: "Mailchimp & CMS setup",
+         action_path: onboarding_event_path(@event), action_label: "Onboarding")
+  end
+
   def review_flagged_comments
     relevant = @dashboard.has_registrants?
     count = relevant ? @dashboard.flagged_comment_count : 0
diff --git a/app/services/event_dashboard.rb b/app/services/event_dashboard.rb
index 8dbbae1e58..912efb4d50 100644
--- a/app/services/event_dashboard.rb
+++ b/app/services/event_dashboard.rb
@@ -532,6 +532,16 @@ def flagged_comment_registrants
     @flagged_comment_registrants ||= people_sorted(flagged_comment_registrant_ids)
   end
 
+  # Active registrants who haven't been fully set up in every onboarding system
+  # (Mailchimp + CMS, per EventRegistration::CHECKLIST_STEPS).
+  def onboarding_incomplete_count
+    onboarding_incomplete_registrant_ids.size
+  end
+
+  def onboarding_incomplete_registrants
+    @onboarding_incomplete_registrants ||= people_sorted(onboarding_incomplete_registrant_ids)
+  end
+
   # Scholarship requested on the registration but no Scholarship created yet.
   def scholarship_uncreated_count
     scholarship_uncreated_registrant_ids.size
@@ -1188,6 +1198,17 @@ def flagged_comment_registrant_ids
     end
   end
 
+  def onboarding_incomplete_registrant_ids
+    @onboarding_incomplete_registrant_ids ||= begin
+      fully_onboarded_ids = EventRegistrationChecklistCompletion
+        .where(event_registration_id: active_registration_ids)
+        .group(:event_registration_id)
+        .having("COUNT(DISTINCT step) >= ?", EventRegistration::CHECKLIST_STEPS.size)
+        .pluck(:event_registration_id)
+      (active_registration_ids - fully_onboarded_ids).filter_map { |id| registrant_id_by_registration[id] }
+    end
+  end
+
   def scholarship_uncreated_registrant_ids
     @scholarship_uncreated_registrant_ids ||= begin
       requested = active_registrations.where(scholarship_requested: true)
diff --git a/app/views/events/_checklist_item.html.erb b/app/views/events/_checklist_item.html.erb
index e3151c1ca3..7684928283 100644
--- a/app/views/events/_checklist_item.html.erb
+++ b/app/views/events/_checklist_item.html.erb
@@ -11,7 +11,8 @@
   icons = {
     setup_forms: "fa-file-lines", setup_callouts: "fa-comment-dots",
     setup_publish: "fa-globe", setup_event_type: "fa-tags", setup_staff: "fa-user-tie",
-    link_organizations: "fa-building-circle-exclamation", allocate_bulk_payments: "fa-money-check-dollar",
+    link_organizations: "fa-building-circle-exclamation", onboard_trainees: "fa-user-gear",
+    allocate_bulk_payments: "fa-money-check-dollar",
     review_flagged_comments: "fa-flag", collect_registration_fees: "fa-hand-holding-dollar",
     issue_scholarships: "fa-graduation-cap", set_scholarship_funders: "fa-hand-holding-heart",
     follow_up_agreements: "fa-file-signature", fix_zero_scholarships: "fa-dollar-sign",
diff --git a/spec/services/event_checklist_spec.rb b/spec/services/event_checklist_spec.rb
index 760b8aa1ad..16d6c6eac6 100644
--- a/spec/services/event_checklist_spec.rb
+++ b/spec/services/event_checklist_spec.rb
@@ -111,6 +111,24 @@ def item(key)
     end
   end
 
+  describe "trainee onboarding" do
+    let(:event) { create(:event) }
+    let(:person) { create(:person) }
+    let!(:reg) { create(:event_registration, event: event, registrant: person, status: "registered") }
+
+    it "is a to-do until every onboarding step is complete, linking to the onboarding page" do
+      onboarding = item(:onboard_trainees)
+      expect(onboarding).to be_todo
+      expect(onboarding.count).to eq(1)
+      expect(onboarding.registrants).to eq([ person ])
+      expect(onboarding.action_path).to eq(Rails.application.routes.url_helpers.onboarding_event_path(event))
+
+      EventRegistration::CHECKLIST_STEPS.keys.each { |step| reg.checklist_completions.create!(step: step) }
+      refreshed = described_class.new(EventDashboard.new(event)).items.find { |i| i.key == :onboard_trainees }
+      expect(refreshed).to be_done
+    end
+  end
+
   describe "bulk payments" do
     let(:event) { create(:event, cost_cents: 10_000) }
     let(:form) { create(:form) }

From 5bfa0a3f62babe6debb705a0bf35d674b06b51d0 Mon Sep 17 00:00:00 2001
From: Mae Beale <maebeale@gmail.com>
Date: Wed, 12 Aug 2026 11:07:27 -0400
Subject: [PATCH 9/9] Add 'Send portal invites' checklist item wired to the new
 invite mode

Counts active registrants with no portal account yet and links to the reminders
flow's bulk invite mode (mode=invite), which #2168 added.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---
 app/services/event_checklist.rb           | 12 +++++++++++-
 app/services/event_dashboard.rb           | 14 ++++++++++++++
 app/views/events/_checklist_item.html.erb |  4 ++--
 spec/services/event_checklist_spec.rb     | 18 ++++++++++++++++++
 4 files changed, 45 insertions(+), 3 deletions(-)

diff --git a/app/services/event_checklist.rb b/app/services/event_checklist.rb
index 45ee054c04..e1d9d3ebb8 100644
--- a/app/services/event_checklist.rb
+++ b/app/services/event_checklist.rb
@@ -60,7 +60,7 @@ def initialize(dashboard)
   def items
     @items ||= [
       setup_forms, setup_callouts, setup_publish, setup_event_type, setup_staff,
-      link_organizations, onboard_trainees, allocate_bulk_payments, review_flagged_comments,
+      link_organizations, onboard_trainees, send_portal_invites, allocate_bulk_payments, review_flagged_comments,
       collect_registration_fees, issue_scholarships, set_scholarship_funders,
       follow_up_agreements, fix_zero_scholarships, complete_scholarship_tasks,
       collect_ce_licenses, collect_ce_fees, issue_ce_certificates,
@@ -222,6 +222,16 @@ def onboard_trainees
          action_path: onboarding_event_path(@event), action_label: "Onboarding")
   end
 
+  def send_portal_invites
+    relevant = @dashboard.has_registrants?
+    count = relevant ? @dashboard.uninvited_registration_count : 0
+    task(key: :send_portal_invites, phase: :before, title: "Send portal invites", actor: :admin,
+         relevant: relevant, count: count,
+         registrants: count.positive? ? @dashboard.uninvited_registrants : [],
+         detail: "Registrants with no portal account yet",
+         action_path: preview_reminder_event_path(@event, mode: "invite"), action_label: "Send invites")
+  end
+
   def review_flagged_comments
     relevant = @dashboard.has_registrants?
     count = relevant ? @dashboard.flagged_comment_count : 0
diff --git a/app/services/event_dashboard.rb b/app/services/event_dashboard.rb
index 912efb4d50..9ad1758b8e 100644
--- a/app/services/event_dashboard.rb
+++ b/app/services/event_dashboard.rb
@@ -542,6 +542,16 @@ def onboarding_incomplete_registrants
     @onboarding_incomplete_registrants ||= people_sorted(onboarding_incomplete_registrant_ids)
   end
 
+  # Active registrants with no portal account yet — the people a login invite is for
+  # (matches the reminders flow's invite mode, which targets user-less registrants).
+  def uninvited_registration_count
+    uninvited_registrant_ids.size
+  end
+
+  def uninvited_registrants
+    @uninvited_registrants ||= people_sorted(uninvited_registrant_ids)
+  end
+
   # Scholarship requested on the registration but no Scholarship created yet.
   def scholarship_uncreated_count
     scholarship_uncreated_registrant_ids.size
@@ -1198,6 +1208,10 @@ def flagged_comment_registrant_ids
     end
   end
 
+  def uninvited_registrant_ids
+    @uninvited_registrant_ids ||= active_registrations.account_status("none").distinct.pluck(:registrant_id)
+  end
+
   def onboarding_incomplete_registrant_ids
     @onboarding_incomplete_registrant_ids ||= begin
       fully_onboarded_ids = EventRegistrationChecklistCompletion
diff --git a/app/views/events/_checklist_item.html.erb b/app/views/events/_checklist_item.html.erb
index 7684928283..1a2b5c73ca 100644
--- a/app/views/events/_checklist_item.html.erb
+++ b/app/views/events/_checklist_item.html.erb
@@ -12,7 +12,7 @@
     setup_forms: "fa-file-lines", setup_callouts: "fa-comment-dots",
     setup_publish: "fa-globe", setup_event_type: "fa-tags", setup_staff: "fa-user-tie",
     link_organizations: "fa-building-circle-exclamation", onboard_trainees: "fa-user-gear",
-    allocate_bulk_payments: "fa-money-check-dollar",
+    send_portal_invites: "fa-right-to-bracket", allocate_bulk_payments: "fa-money-check-dollar",
     review_flagged_comments: "fa-flag", collect_registration_fees: "fa-hand-holding-dollar",
     issue_scholarships: "fa-graduation-cap", set_scholarship_funders: "fa-hand-holding-heart",
     follow_up_agreements: "fa-file-signature", fix_zero_scholarships: "fa-dollar-sign",
@@ -26,7 +26,7 @@
   chip = item.registrant_task? ? { label: "remind", classes: "bg-emerald-50 text-emerald-600" } : { label: "admin", classes: "bg-blue-50 text-blue-600" }
   cta_classes = case item.action_label
     when "Scholarships" then "border-purple-200 bg-purple-50 text-purple-700 hover:bg-purple-100"
-    when "Send reminder", "Send" then "border-emerald-200 bg-emerald-50 text-emerald-700 hover:bg-emerald-100"
+    when "Send reminder", "Send", "Send invites" then "border-emerald-200 bg-emerald-50 text-emerald-700 hover:bg-emerald-100"
     else "border-blue-200 bg-blue-50 text-blue-700 hover:bg-blue-100"
     end
 %>
diff --git a/spec/services/event_checklist_spec.rb b/spec/services/event_checklist_spec.rb
index 16d6c6eac6..de2748b72d 100644
--- a/spec/services/event_checklist_spec.rb
+++ b/spec/services/event_checklist_spec.rb
@@ -129,6 +129,24 @@ def item(key)
     end
   end
 
+  describe "portal invites" do
+    let(:event) { create(:event) }
+    let(:person) { create(:person, user: nil) }
+    let!(:reg) { create(:event_registration, event: event, registrant: person, status: "registered") }
+
+    it "is a to-do for registrants with no portal account, linking to invite mode" do
+      invites = item(:send_portal_invites)
+      expect(invites).to be_todo
+      expect(invites.count).to eq(1)
+      expect(invites.registrants).to eq([ person ])
+      expect(invites.action_path).to include("preview_reminder", "mode=invite")
+
+      create(:user, person: person)
+      refreshed = described_class.new(EventDashboard.new(event)).items.find { |i| i.key == :send_portal_invites }
+      expect(refreshed).to be_done
+    end
+  end
+
   describe "bulk payments" do
     let(:event) { create(:event, cost_cents: 10_000) }
     let(:form) { create(:form) }