feat: add financial overview dashboard for conference management#27
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JacobCoffee merged 4 commits intomainfrom Feb 14, 2026
Merged
feat: add financial overview dashboard for conference management#27JacobCoffee merged 4 commits intomainfrom
JacobCoffee merged 4 commits intomainfrom
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Pull request overview
Adds a new management-facing “Financial Overview” dashboard for a conference, aggregating order/cart/payment/ticket metrics via Django ORM and rendering them in a dedicated template.
Changes:
- Introduces
FinancialDashboardViewto compute revenue, credits, order/cart breakdowns, payment analytics, ticket sales, and recent activity. - Adds URL routing for the dashboard under
/<conference_slug>/financial/. - Adds a new management template to present the financial dashboard.
Reviewed changes
Copilot reviewed 4 out of 4 changed files in this pull request and generated 9 comments.
| File | Description |
|---|---|
src/django_program/manage/views_financial.py |
New dashboard view with ORM aggregations for revenue, credits, orders/carts/payments, ticket sales, and recent activity. |
src/django_program/manage/urls_financial.py |
URLconf for the financial dashboard endpoint. |
src/django_program/manage/urls.py |
Wires the financial dashboard URLconf under the conference management routes. |
src/django_program/manage/templates/django_program/manage/financial_dashboard.html |
New UI template rendering financial summary cards and analytics tables. |
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Curious how this ties into stripe |
- Compute refunds from Credit records instead of Order.total (partial refund accuracy)
- Aggregate orders_by_status and payments_by_status in single queries
- Use Sum(quantity) instead of Count for ticket sold_count, include PARTIALLY_REFUNDED
- Show remaining_amount for AVAILABLE credits as "Credits Outstanding"
- Replace unreachable {% empty %} on payments_by_method with total_payments check
- Add 20 tests for financial dashboard (permissions, revenue, orders, carts, payments, tickets)
- Cover ActivityOrganizerMixin unauthenticated redirect for 100% coverage
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Fix payments_by_method N+1 queries by using a single aggregated query with values().annotate() instead of per-method filter().aggregate(). Add sidebar navigation entry for the financial dashboard under the Registration section with active_nav highlight support. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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We may want some kind of cart snooping or ability to cancel cart via manage/ and in the API but fornow this looks good enough |
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Pull request overview
Copilot reviewed 7 out of 7 changed files in this pull request and generated no new comments.
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Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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Summary
How to test in the UI
/manage/<conference-slug>/financial/Test plan
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