Add CE status column and filter to registrants index

.github/copilot-instructions.md

@@ -54,6 +54,7 @@ When changing a model or controller, check whether these related files need upda
 - Avoid `update_all` unless explicitly intended
 - Prefer service objects under app/services/
 - Prefer POROs over concerns when possible
+- **Prefer decorators (Draper, app/decorators/) over view helpers for model-specific presentation** — when display logic is "about a record" (labels, badges, formatted attributes, status pills), put it on that model's decorator and call `record.decorate.thing`. Reserve `app/helpers/` for generic, cross-model view utilities that aren't tied to one model. Decorators keep presentation testable and out of ERB.
 - Use `after_commit` instead of `after_save` for side effects
 
 ## RuboCop (rubocop-rails-omakase)

CLAUDE.md

@@ -54,6 +54,7 @@ When changing a model or controller, check whether these related files need upda
 - Avoid `update_all` unless explicitly intended
 - Prefer service objects under app/services/
 - Prefer POROs over concerns when possible
+- **Prefer decorators (Draper, app/decorators/) over view helpers for model-specific presentation** — when display logic is "about a record" (labels, badges, formatted attributes, status pills), put it on that model's decorator and call `record.decorate.thing`. Reserve `app/helpers/` for generic, cross-model view utilities that aren't tied to one model. Decorators keep presentation testable and out of ERB.
 - Use `after_commit` instead of `after_save` for side effects
 
 ## RuboCop (rubocop-rails-omakase)

app/controllers/events_controller.rb

@@ -82,11 +82,15 @@ def registrants
     authorize! @event, to: :registrants?
     @event = @event.decorate
     scope = @event.event_registrations
-      .includes(:comments, :organizations, registrant: [ :user, :contact_methods, { avatar_attachment: :blob }, { affiliations: :organization } ])
+      .includes(:comments, :organizations, { continuing_education_registrations: [ :professional_license, :allocations ] }, registrant: [ :user, :contact_methods, { avatar_attachment: :blob }, { affiliations: :organization } ])
       .joins(:registrant)
     scope = scope.keyword(params[:keyword]) if params[:keyword].present?
     scope = scope.payment_status(params[:payment_status]) if params[:payment_status].present?
     scope = scope.scholarship_status(params[:scholarship]) if params[:scholarship].present?
+    scope = scope.ce_status(params[:ce_status]) if params[:ce_status].present?
+    scope = scope.comment_status(params[:comment_status]) if params[:comment_status].present?
+    scope = scope.organization_status(params[:org_status], @event) if params[:org_status].present?
+    scope = scope.account_status(params[:account_status]) if params[:account_status].present?
     scope = scope.registrant_ids(params[:registrant_ids]) if params[:registrant_ids].present?
     scope = scope.registrant_state(params[:state]) if params[:state].present?
     scope = scope.registrant_county(params[:county]) if params[:county].present?
@@ -105,6 +109,7 @@ def registrants
 
     @event_registrations = scope.order(Arel.sql("people.first_name, people.last_name"))
     @dashboard = EventDashboard.new(@event)
+    @ce_eligible = @event.ce_eligible?
 
     emails = @event_registrations.map { |r| r.registrant.preferred_email&.downcase }.compact
     @duplicate_emails = emails.tally.select { |_, count| count > 1 }.keys.to_set
@@ -314,6 +319,7 @@ def create_bulk_payment
   def preview_reminder
     authorize! @event
     @event = @event.decorate
+    @ce_eligible = @event.ce_eligible?
     @event_registrations = @event.event_registrations
       .includes(
         :event, :organizations, :comments,
@@ -325,8 +331,11 @@ def preview_reminder
 
     # Filters keep every registrant in the list and only flag who still matches,
     # so the recipient checkboxes pre-check the matched set rather than removing
-    # rows. See app/views/events/_reminder_recipients.html.erb.
-    recipient_filter = ReminderRecipientFilter.new(@event_registrations, params)
+    # rows. See app/views/events/_reminder_recipients.html.erb. The dropdown
+    # filters reuse the registrants-roster scopes (via the event), so both pages
+    # stay in sync; @dashboard supplies the state/county options.
+    @dashboard = EventDashboard.new(@event)
+    recipient_filter = ReminderRecipientFilter.new(@event_registrations, params, event: @event)
     @matched_ids = recipient_filter.matched_ids
     @filtering = recipient_filter.filtering?
 
@@ -535,15 +544,17 @@ def allocated_cents_by_registration(registrations)
   def event_registrations_csv_string
     require "csv"
     cost_required = @event.cost_cents.to_i > 0
+    include_ce = @event.ce_eligible?
     headers = [ "First name", "Last name", "Email", "Phone", "Organization", "Scholarship recipient", "Scholarship tasks completed", "Payment status", "Intends to pay", "Payment total" ]
+    headers << "CE status" if include_ce
     CSV.generate(headers: headers, write_headers: true) do |csv_out|
       @event_registrations.each do |registration|
-        csv_out << event_registration_csv_row(registration, cost_required)
+        csv_out << event_registration_csv_row(registration, cost_required, include_ce)
       end
     end
   end
 
-  def event_registration_csv_row(registration, cost_required)
+  def event_registration_csv_row(registration, cost_required, include_ce = false)
     person = registration.registrant
     orgs = person.affiliations
       .select { |a| !a.inactive? && (a.end_date.nil? || a.end_date >= Date.current) }
@@ -552,7 +563,7 @@ def event_registration_csv_row(registration, cost_required)
     total_cents = registration.allocations_sum
     payment_total = total_cents.positive? ? format("%.2f", total_cents / 100.0) : ""
     payment_status = cost_required ? registration.payment_status_label : ""
-    [
+    row = [
       person.first_name,
       person.last_name,
       person.preferred_email.presence || "",
@@ -564,17 +575,20 @@ def event_registration_csv_row(registration, cost_required)
       registration.intends_to_pay? ? "Yes" : "No",
       payment_total
     ]
+    row << registration.ce_status_label.to_s if include_ce
+    row
   end
 
   def onboarding_csv_string
     require "csv"
     cost_required = @event.cost_cents.to_i > 0
+    include_ce = @event.ce_eligible?
     day_count = @event.day_count
     headers = [ "First name", "Last name", "Email", "Organization", "Program type" ]
     headers += [ "Payment status", "Fees due", "Paid amount" ] if cost_required
     headers << "Fee note"
     headers += [ "Discounted amount", "Scholarship amount", "Scholarship grant", "Scholarship tasks completed" ]
-    headers += [ "CE requested", "CE hours", "CE amount", "CE license" ]
+    headers += [ "CE requested", "CE hours", "CE amount", "CE license" ] if include_ce
     headers += EventRegistration::CHECKLIST_STEPS.values
     headers += [ "Portal user status", "Portal access" ]
     headers += (1..day_count).map { |day| "Day #{day}" }
@@ -583,12 +597,12 @@ def onboarding_csv_string
 
     CSV.generate(headers: headers, write_headers: true) do |csv_out|
       @event_registrations.each do |registration|
-        csv_out << onboarding_csv_row(registration, cost_required, day_count)
+        csv_out << onboarding_csv_row(registration, cost_required, day_count, include_ce)
       end
     end
   end
 
-  def onboarding_csv_row(registration, cost_required, day_count)
+  def onboarding_csv_row(registration, cost_required, day_count, include_ce = false)
     person = registration.registrant
     scholarship = registration.scholarships.first
     statuses = registration.program_statuses.map { |status| status.to_s.titleize }.join(", ")
@@ -611,11 +625,13 @@ def onboarding_csv_row(registration, cost_required, day_count)
     row << (scholarship ? helpers.dollars_from_cents(scholarship.amount_cents) : "")
     row << (scholarship ? (scholarship.grant&.name.presence || "Unfunded") : "")
     row << onboarding_scholarship_tasks_csv(registration)
-    ce_hours = registration.ce_hours_requested.to_i
-    row << (registration.ce_credit_requested? ? "Yes" : "No")
-    row << (ce_hours.positive? ? ce_hours : "")
-    row << (registration.ce_amount_owed_cents.positive? ? helpers.dollars_from_cents(registration.ce_amount_owed_cents) : "")
-    row << registration.ce_license_number.to_s
+    if include_ce
+      ce_hours = registration.ce_hours_requested.to_i
+      row << (registration.ce_credit_requested? ? "Yes" : "No")
+      row << (ce_hours.positive? ? ce_hours : "")
+      row << (registration.ce_amount_owed_cents.positive? ? helpers.dollars_from_cents(registration.ce_amount_owed_cents) : "")
+      row << registration.ce_license_number.to_s
+    end
     EventRegistration::CHECKLIST_STEPS.each_key do |step|
       row << (registration.checklist_step_completed?(step) ? "Yes" : "No")
     end

app/frontend/javascript/controllers/column_toggle_controller.js

@@ -1,23 +1,26 @@
 import { Controller } from "@hotwired/stimulus"
 
 // Connects to data-controller="column-toggle"
-// Toggles visibility of table columns marked with a data attribute.
+// Each instance is a single slide switch that shows/hides the table columns
+// whose data-column-toggle-col value matches this switch's `group` value, so a
+// table can host several independent column toggles (e.g. "User confirmation",
+// "CE status"). Columns live outside the switch's element, under a shared
+// [data-column-toggle-root] ancestor.
 
 export default class extends Controller {
   static targets = ["toggle", "track", "knob"]
+  static values = { group: String }
 
   toggle() {
     const checked = this.toggleTarget.checked
-    this.element.querySelectorAll("[data-column-toggle-col]").forEach((el) => {
+    const root = this.element.closest("[data-column-toggle-root]") || document
+
+    root.querySelectorAll(`[data-column-toggle-col="${this.groupValue}"]`).forEach((el) => {
       el.classList.toggle("hidden", !checked)
     })
 
-    if (this.hasTrackTarget) {
-      this.trackTarget.classList.toggle("bg-gray-300", !checked)
-      this.trackTarget.classList.toggle("bg-blue-600", checked)
-    }
-    if (this.hasKnobTarget) {
-      this.knobTarget.style.transform = checked ? "translateX(16px)" : ""
-    }
+    this.trackTarget.classList.toggle("bg-gray-300", !checked)
+    this.trackTarget.classList.toggle("bg-blue-600", checked)
+    this.knobTarget.style.transform = checked ? "translateX(16px)" : ""
   }
 }

app/frontend/stylesheets/application.tailwind.css

@@ -33,6 +33,7 @@
 
 @source inline("{hover:,}bg-{indigo,purple,teal,violet,orange,rose,blue,sky,emerald,slate,lime,stone,amber,green,yellow,gray,cyan,fuchsia,pink}-{50,{100..900..100},950}");
 @source inline("{hover:,}border-{indigo,purple,teal,violet,orange,rose,blue,sky,emerald,slate,lime,stone,amber,green,yellow,gray,cyan,fuchsia,pink}-{200,300}");
+@source inline("ring-{indigo,purple,teal,violet,orange,rose,blue,sky,emerald,slate,lime,stone,amber,green,yellow,gray,cyan,fuchsia,pink}-{200,300,400,500}");
 @source inline("{hover:,}text-{indigo,purple,teal,violet,orange,rose,blue,sky,emerald,slate,lime,stone,amber,green,yellow,gray,cyan,fuchsia,pink}-{50,{100..900..100},950}");
 
 /* Per-field form layout widths (generated from FormField::WIDTH_GRID_SPANS, which

app/helpers/events_helper.rb

@@ -12,6 +12,19 @@ def onboarding_event_row_path(event_or_id, registration_id)
     onboarding_event_path(event_or_id, anchor: onboarding_row_id(registration_id), highlight: registration_id)
   end
 
+  # Stable anchor id for a registrant's row on the Registrants roster, so back
+  # links (e.g. from a viewed submission) can scroll to and highlight it.
+  def registrant_row_id(record_or_id)
+    id = record_or_id.respond_to?(:id) ? record_or_id.id : record_or_id
+    "registrant-row-#{id}"
+  end
+
+  # Path back to a specific registrant's row on the Registrants roster (scrolls
+  # to and highlights it). Accepts an Event or event id, and a registration id.
+  def registrants_event_row_path(event_or_id, registration_id)
+    registrants_event_path(event_or_id, anchor: registrant_row_id(registration_id), highlight: registration_id)
+  end
+
   # Ordered column descriptors for the event Onboarding matrix. The array index
   # is the table-sort column index, so the header row and every body row iterate
   # this same list — keeping header buttons and cell positions aligned no matter
@@ -39,10 +52,12 @@ def onboarding_columns(event)
     columns << { key: "scholarship_amount", label: "Scholarship amount", kind: :scholarship_amount, sortable: true, align: "center", toggle: "scholarship_amount" }
     columns << { key: "funder", label: "Scholarship grant", kind: :funder, sortable: true, align: "left", toggle: "funder" }
     columns << { key: "scholarship_tasks_completed", label: "Scholarship tasks done", kind: :scholarship_tasks, sortable: true, align: "center", toggle: "scholarship_tasks_completed" }
-    columns << { key: "ce_requested", label: "CE requested", kind: :ce_requested, sortable: true, align: "center", toggle: "ce_requested" }
-    columns << { key: "ce_hours", label: "CE hours", kind: :ce_hours, sortable: true, align: "center", toggle: "ce_hours" }
-    columns << { key: "ce_amount", label: "CE amount", kind: :ce_amount, sortable: true, align: "center", toggle: "ce_amount" }
-    columns << { key: "ce_license", label: "License #", kind: :ce_license, sortable: true, align: "center", toggle: "ce_license" }
+    if event.ce_eligible?
+      columns << { key: "ce_requested", label: "CE requested", kind: :ce_requested, sortable: true, align: "center", toggle: "ce_requested" }
+      columns << { key: "ce_hours", label: "CE hours", kind: :ce_hours, sortable: true, align: "center", toggle: "ce_hours" }
+      columns << { key: "ce_amount", label: "CE amount", kind: :ce_amount, sortable: true, align: "center", toggle: "ce_amount" }
+      columns << { key: "ce_license", label: "License #", kind: :ce_license, sortable: true, align: "center", toggle: "ce_license" }
+    end
     columns << { key: "fee_note", label: "Fee note", kind: :fee_note, sortable: false, align: "center", toggle: "fee_note" }
     columns << { key: "portal_invite", label: "Portal invite", kind: :portal_invite, sortable: true, align: "center", toggle: "portal_invite" }
     EventRegistration::CHECKLIST_STEPS.each do |step, label|

app/helpers/person_helper.rb

@@ -1,5 +1,12 @@
 module PersonHelper
-  def person_profile_button(person, truncate_at: nil, subtitle: nil, display_name: nil, data: {}, inactive: false, path_params: {}, width_class: "w-full")
+  def person_profile_button(person, truncate_at: nil, subtitle: nil, display_name: nil, data: {}, inactive: false, path_params: {}, width_class: "w-full", compact: false)
+    # Compact mode shrinks the whole control (padding, avatar, type) for dense
+    # tables like the registrants roster where horizontal space is at a premium.
+    padding = compact ? "px-2 py-1" : "px-4 py-2"
+    avatar_size = compact ? "w-6 h-6" : "w-10 h-10"
+    initial_text_size = compact ? "text-xs" : "text-lg"
+    name_text_size = compact ? "text-xs" : ""
+
     if inactive
       bg = "bg-gray-100"
       hover_bg = "hover:bg-gray-200"
@@ -19,7 +26,7 @@ def person_profile_button(person, truncate_at: nil, subtitle: nil, display_name:
             data: { turbo_prefetch: false }.merge(data),
             title: hover_title,
             class: "group relative flex items-center gap-2
-                    #{width_class} px-4 py-2
+                    #{width_class} #{padding}
                     border #{border} #{bg} #{hover_bg} rounded-lg
                     transition-colors duration-200
                     font-medium shadow-sm leading-none
@@ -29,11 +36,11 @@ def person_profile_button(person, truncate_at: nil, subtitle: nil, display_name:
       # --- Avatar ---
       avatar = if person.avatar.present?
         image_tag person.avatar.variant(:thumbnail),
-                  class: "w-10 h-10 rounded-full object-cover border border-gray-300 shadow-sm flex-shrink-0"
+                  class: "#{avatar_size} rounded-full object-cover border border-gray-300 shadow-sm flex-shrink-0"
       else
         content_tag(:span, person.name.to_s.first.to_s.upcase,
-                    class: "w-10 h-10 rounded-full flex items-center justify-center
-                            bg-sky-200 text-sky-700 font-bold text-lg
+                    class: "#{avatar_size} rounded-full flex items-center justify-center
+                            bg-sky-200 text-sky-700 font-bold #{initial_text_size}
                             border border-sky-300 shadow-sm flex-shrink-0")
       end
 
@@ -43,7 +50,7 @@ def person_profile_button(person, truncate_at: nil, subtitle: nil, display_name:
       name = content_tag(
         :span,
         display_name,
-        class: "font-semibold #{text} truncate"
+        class: "font-semibold #{name_text_size} #{text} truncate"
       )
 
       subtitle_tag = if subtitle.present?