feat: replace Stripe Global Payouts with manual bank transfer system for France compliance
- Replace Stripe automatic payouts with manual admin-processed bank transfers - Add banking information fields (IBAN, bank name, account holder) to User model - Implement manual payout workflow: pending → approved → processing → completed - Add comprehensive admin interface for payout review and processing - Update Payout model with manual processing fields and workflow methods - Add transfer reference tracking and rejection/failure handling - Consolidate all migration fragments into clean "create" migrations - Add comprehensive documentation for manual payout workflow - Fix Event payout_status enum definition and database column issues This addresses France's lack of Stripe Global Payouts support by implementing a complete manual bank transfer workflow while maintaining audit trails and proper admin controls. 🤖 Generated with [Claude Code](https://claude.ai/code) Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
kbe
96
app/views/admin/payouts/_payout_table.html.erb
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96
app/views/admin/payouts/_payout_table.html.erb
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@@ -0,0 +1,96 @@
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<table class="min-w-full divide-y divide-gray-200">
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<thead class="bg-gray-50">
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<tr>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Event</th>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Promoter</th>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Banking Info</th>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Amount</th>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Status</th>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Date</th>
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<% if show_actions %>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Actions</th>
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<% end %>
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</tr>
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</thead>
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<tbody class="bg-white divide-y divide-gray-200">
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<% payouts.each do |payout| %>
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<tr>
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<td class="px-6 py-4 whitespace-nowrap">
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<div class="text-sm font-medium text-gray-900"><%= payout.event.name %></div>
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<div class="text-sm text-gray-500"><%= payout.event.date.strftime("%b %d, %Y") if payout.event.date %></div>
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</td>
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<td class="px-6 py-4 whitespace-nowrap">
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<div class="text-sm text-gray-900"><%= payout.user.name.presence || payout.user.email %></div>
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</td>
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<td class="px-6 py-4 whitespace-nowrap">
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<% if payout.user.has_complete_banking_info? %>
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<div class="text-sm text-gray-900">✅ Complete</div>
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<div class="text-sm text-gray-500"><%= payout.user.bank_name %></div>
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<% else %>
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<div class="text-sm text-red-600">❌ Incomplete</div>
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<div class="text-sm text-gray-500">Missing banking info</div>
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<% end %>
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</td>
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<td class="px-6 py-4 whitespace-nowrap">
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<div class="text-sm text-gray-900">€<%= payout.amount_euros %></div>
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<div class="text-sm text-gray-500">Net: €<%= payout.net_amount_euros %></div>
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</td>
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<td class="px-6 py-4 whitespace-nowrap">
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<% case payout.status %>
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<% when 'pending' %>
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<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-yellow-100 text-yellow-800">
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Pending Review
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</span>
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<% when 'approved' %>
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<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-blue-100 text-blue-800">
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Approved
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</span>
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<% when 'processing' %>
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<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-indigo-100 text-indigo-800">
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Processing
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</span>
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<% when 'completed' %>
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<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">
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Completed
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</span>
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<% when 'failed' %>
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<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-red-100 text-red-800">
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Failed
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</span>
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<% when 'rejected' %>
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<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-gray-100 text-gray-800">
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Rejected
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</span>
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<% end %>
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</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">
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<%= payout.created_at.strftime("%b %d, %Y") %>
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<% if payout.processed_at %>
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<div class="text-xs text-gray-400">Processed: <%= payout.processed_at.strftime("%b %d") %></div>
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<% end %>
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</td>
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<% if show_actions %>
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium">
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<%= link_to "View", admin_payout_path(payout), class: "text-indigo-600 hover:text-indigo-900" %>
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<% case section %>
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<% when 'pending' %>
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<% if payout.can_approve? %>
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<%= link_to "Approve", approve_admin_payout_path(payout), method: :post,
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class: "text-green-600 hover:text-green-900 ml-2",
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data: { confirm: "Approve this payout for transfer?" } %>
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<% end %>
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<% when 'approved' %>
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<%= link_to "Start Transfer", mark_processing_admin_payout_path(payout), method: :post,
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class: "text-blue-600 hover:text-blue-900 ml-2",
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data: { confirm: "Mark as processing (transfer initiated)?" } %>
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<% when 'processing' %>
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<%= link_to "Complete", mark_completed_admin_payout_path(payout), method: :post,
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class: "text-green-600 hover:text-green-900 ml-2",
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data: { confirm: "Mark transfer as completed?" } %>
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<% end %>
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</td>
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<% end %>
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</tr>
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<% end %>
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</tbody>
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</table>
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@@ -1,76 +1,49 @@
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<div class="container mx-auto px-4 py-8">
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<div class="flex justify-between items-center mb-6">
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<h1 class="text-3xl font-bold text-gray-900">Admin Payouts</h1>
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<h1 class="text-3xl font-bold text-gray-900">Manual Payout Administration</h1>
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</div>
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<% if @payouts.any? %>
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<div class="bg-white rounded-lg shadow overflow-hidden">
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<table class="min-w-full divide-y divide-gray-200">
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<thead class="bg-gray-50">
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<tr>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Event</th>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Promoter</th>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Amount</th>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Status</th>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Date</th>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Actions</th>
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</tr>
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</thead>
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<tbody class="bg-white divide-y divide-gray-200">
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<% @payouts.each do |payout| %>
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<tr>
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<td class="px-6 py-4 whitespace-nowrap">
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<div class="text-sm font-medium text-gray-900"><%= payout.event.name %></div>
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</td>
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<td class="px-6 py-4 whitespace-nowrap">
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<div class="text-sm text-gray-900"><%= payout.user.name.presence || payout.user.email %></div>
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</td>
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<td class="px-6 py-4 whitespace-nowrap">
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<div class="text-sm text-gray-900">€<%= payout.amount_euros %></div>
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<div class="text-sm text-gray-500">Net: €<%= payout.net_amount_euros %> (Fee: €<%= payout.fee_euros %>)</div>
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</td>
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<td class="px-6 py-4 whitespace-nowrap">
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<% case payout.status %>
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<% when 'pending' %>
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<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-yellow-100 text-yellow-800">
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Pending
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</span>
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<% when 'processing' %>
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<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-blue-100 text-blue-800">
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Processing
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</span>
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<% when 'completed' %>
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<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">
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Completed
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</span>
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<% when 'failed' %>
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<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-red-100 text-red-800">
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Failed
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</span>
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<% end %>
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</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">
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<%= payout.created_at.strftime("%b %d, %Y") %>
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</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium">
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<% if payout.can_process? %>
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<%= button_to "Process", admin_payout_path(payout), method: :post,
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class: "text-indigo-600 hover:text-indigo-900 bg-indigo-100 hover:bg-indigo-200 px-3 py-1 rounded" %>
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<% end %>
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<%= link_to "View", promoter_payout_path(payout), class: "text-indigo-600 hover:text-indigo-900 ml-2" %>
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</td>
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</tr>
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<% end %>
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</tbody>
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</table>
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</div>
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<% if @payouts.respond_to?(:total_pages) %>
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<div class="mt-6">
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<%= paginate @payouts %>
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<!-- Pending Payouts - Require Review -->
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<% if @pending_payouts.any? %>
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<div class="mb-8">
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<h2 class="text-xl font-semibold text-gray-900 mb-4">📋 Pending Review (<%= @pending_payouts.count %>)</h2>
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<div class="bg-white rounded-lg shadow overflow-hidden">
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<%= render partial: 'payout_table', locals: { payouts: @pending_payouts, show_actions: true, section: 'pending' } %>
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</div>
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<% end %>
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<% else %>
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</div>
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<% end %>
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<!-- Approved Payouts - Ready for Transfer -->
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<% if @approved_payouts.any? %>
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<div class="mb-8">
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<h2 class="text-xl font-semibold text-gray-900 mb-4">✅ Approved - Ready for Transfer (<%= @approved_payouts.count %>)</h2>
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<div class="bg-white rounded-lg shadow overflow-hidden">
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<%= render partial: 'payout_table', locals: { payouts: @approved_payouts, show_actions: true, section: 'approved' } %>
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</div>
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</div>
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<% end %>
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<!-- Processing Payouts - Transfer Initiated -->
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<% if @processing_payouts.any? %>
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<div class="mb-8">
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<h2 class="text-xl font-semibold text-gray-900 mb-4">🔄 Processing - Transfer in Progress (<%= @processing_payouts.count %>)</h2>
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<div class="bg-white rounded-lg shadow overflow-hidden">
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<%= render partial: 'payout_table', locals: { payouts: @processing_payouts, show_actions: true, section: 'processing' } %>
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</div>
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</div>
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<% end %>
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<!-- Recent Completed Payouts -->
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<% if @completed_payouts.any? %>
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<div class="mb-8">
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<h2 class="text-xl font-semibold text-gray-900 mb-4">✨ Recently Completed</h2>
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<div class="bg-white rounded-lg shadow overflow-hidden">
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<%= render partial: 'payout_table', locals: { payouts: @completed_payouts, show_actions: false, section: 'completed' } %>
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</div>
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</div>
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<% end %>
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<% if @pending_payouts.empty? && @approved_payouts.empty? && @processing_payouts.empty? && @completed_payouts.empty? %>
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<div class="bg-white rounded-lg shadow p-6 text-center">
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<p class="text-gray-500">No payouts found.</p>
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</div>
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@@ -1,2 +1,208 @@
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<h1>Admin::Payouts#show</h1>
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<p>Find me in app/views/admin/payouts/show.html.erb</p>
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<div class="container mx-auto px-4 py-8">
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<div class="flex justify-between items-center mb-6">
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<h1 class="text-3xl font-bold text-gray-900">Payout Details #<%= @payout.id %></h1>
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<%= link_to "← Back to Payouts", admin_payouts_path, class: "text-indigo-600 hover:text-indigo-900" %>
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</div>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<!-- Payout Information -->
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<div class="bg-white rounded-lg shadow p-6">
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<h2 class="text-xl font-semibold text-gray-900 mb-4">Payout Information</h2>
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<div class="space-y-4">
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<div>
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<label class="block text-sm font-medium text-gray-500">Status</label>
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<% case @payout.status %>
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<% when 'pending' %>
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<span class="px-3 py-1 text-sm font-semibold rounded-full bg-yellow-100 text-yellow-800">
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Pending Review
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</span>
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<% when 'approved' %>
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<span class="px-3 py-1 text-sm font-semibold rounded-full bg-blue-100 text-blue-800">
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Approved - Ready for Transfer
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</span>
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<% when 'processing' %>
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<span class="px-3 py-1 text-sm font-semibold rounded-full bg-indigo-100 text-indigo-800">
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Processing
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</span>
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<% when 'completed' %>
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<span class="px-3 py-1 text-sm font-semibold rounded-full bg-green-100 text-green-800">
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Completed
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</span>
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<% when 'failed' %>
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<span class="px-3 py-1 text-sm font-semibold rounded-full bg-red-100 text-red-800">
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Failed
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</span>
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<% when 'rejected' %>
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<span class="px-3 py-1 text-sm font-semibold rounded-full bg-gray-100 text-gray-800">
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Rejected
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</span>
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<% end %>
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</div>
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<div>
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<label class="block text-sm font-medium text-gray-500">Event</label>
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<p class="text-gray-900"><%= @payout.event.name %></p>
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<p class="text-sm text-gray-500"><%= @payout.event.date.strftime("%B %d, %Y") if @payout.event.date %></p>
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</div>
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<div>
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<label class="block text-sm font-medium text-gray-500">Promoter</label>
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<p class="text-gray-900"><%= @payout.user.name.presence || @payout.user.email %></p>
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<p class="text-sm text-gray-500"><%= @payout.user.email %></p>
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</div>
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<div class="grid grid-cols-2 gap-4">
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<div>
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<label class="block text-sm font-medium text-gray-500">Gross Amount</label>
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<p class="text-lg font-semibold text-gray-900">€<%= @payout.amount_euros %></p>
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</div>
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<div>
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<label class="block text-sm font-medium text-gray-500">Platform Fee</label>
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<p class="text-lg font-semibold text-gray-900">€<%= @payout.fee_euros %></p>
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</div>
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</div>
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<div>
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<label class="block text-sm font-medium text-gray-500">Net Amount (To Transfer)</label>
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<p class="text-2xl font-bold text-green-600">€<%= @payout.net_amount_euros %></p>
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</div>
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<div class="grid grid-cols-2 gap-4">
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<div>
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<label class="block text-sm font-medium text-gray-500">Total Orders</label>
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<p class="text-gray-900"><%= @payout.total_orders_count %></p>
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</div>
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<div>
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<label class="block text-sm font-medium text-gray-500">Refunded Orders</label>
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<p class="text-gray-900"><%= @payout.refunded_orders_count %></p>
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</div>
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</div>
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<div>
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<label class="block text-sm font-medium text-gray-500">Requested</label>
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<p class="text-gray-900"><%= @payout.created_at.strftime("%B %d, %Y at %I:%M %p") %></p>
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</div>
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<% if @payout.processed_at %>
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<div>
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<label class="block text-sm font-medium text-gray-500">Processed</label>
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<p class="text-gray-900"><%= @payout.processed_at.strftime("%B %d, %Y at %I:%M %p") %></p>
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<% if @payout.processed_by %>
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<p class="text-sm text-gray-500">by <%= @payout.processed_by.name.presence || @payout.processed_by.email %></p>
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<% end %>
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</div>
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<% end %>
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<% if @payout.bank_transfer_reference.present? %>
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<div>
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<label class="block text-sm font-medium text-gray-500">Transfer Reference</label>
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<p class="text-gray-900 font-mono"><%= @payout.bank_transfer_reference %></p>
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</div>
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<% end %>
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<% if @payout.rejection_reason.present? %>
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<div>
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<label class="block text-sm font-medium text-gray-500">Rejection/Failure Reason</label>
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<p class="text-red-600"><%= @payout.rejection_reason %></p>
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</div>
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<% end %>
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</div>
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</div>
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||||
|
||||
<!-- Banking Information -->
|
||||
<div class="bg-white rounded-lg shadow p-6">
|
||||
<h2 class="text-xl font-semibold text-gray-900 mb-4">Banking Information</h2>
|
||||
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||||
<% if @banking_errors.any? %>
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<div class="mb-4 p-4 bg-red-50 border border-red-200 rounded-md">
|
||||
<h3 class="text-sm font-medium text-red-800">Banking Information Issues:</h3>
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<ul class="mt-2 text-sm text-red-700">
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<% @banking_errors.each do |error| %>
|
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<li>• <%= error %></li>
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<% end %>
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</ul>
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</div>
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<% end %>
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<% if @transfer_summary %>
|
||||
<div class="space-y-4">
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<div>
|
||||
<label class="block text-sm font-medium text-gray-500">Account Holder</label>
|
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<p class="text-gray-900"><%= @transfer_summary[:account_holder] %></p>
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</div>
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<div>
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<label class="block text-sm font-medium text-gray-500">Bank Name</label>
|
||||
<p class="text-gray-900"><%= @transfer_summary[:bank_name] %></p>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<label class="block text-sm font-medium text-gray-500">IBAN</label>
|
||||
<p class="text-gray-900 font-mono"><%= @transfer_summary[:iban] %></p>
|
||||
</div>
|
||||
|
||||
<div class="p-4 bg-blue-50 border border-blue-200 rounded-md">
|
||||
<h3 class="text-sm font-medium text-blue-800">Transfer Instructions</h3>
|
||||
<div class="mt-2 text-sm text-blue-700">
|
||||
<p><strong>Amount:</strong> €<%= @transfer_summary[:amount_euros] %></p>
|
||||
<p><strong>Reference:</strong> Payout #<%= @transfer_summary[:payout_id] %> - <%= @transfer_summary[:event_name] %></p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<% else %>
|
||||
<div class="text-center text-gray-500 py-8">
|
||||
<p>Banking information not available for display.</p>
|
||||
</div>
|
||||
<% end %>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Actions -->
|
||||
<div class="mt-8 bg-white rounded-lg shadow p-6">
|
||||
<h2 class="text-xl font-semibold text-gray-900 mb-4">Actions</h2>
|
||||
|
||||
<div class="flex flex-wrap gap-4">
|
||||
<% if @payout.can_approve? %>
|
||||
<%= button_to "✅ Approve Payout", approve_admin_payout_path(@payout), method: :post,
|
||||
class: "bg-green-600 hover:bg-green-700 text-white px-4 py-2 rounded-md font-medium",
|
||||
data: { confirm: "Approve this payout for manual bank transfer?" } %>
|
||||
<% end %>
|
||||
|
||||
<% if @payout.can_reject? %>
|
||||
<%= form_with url: reject_admin_payout_path(@payout), method: :post, local: true, class: "flex gap-2" do |form| %>
|
||||
<%= form.text_field :rejection_reason, placeholder: "Rejection reason...", required: true,
|
||||
class: "border border-gray-300 rounded-md px-3 py-2" %>
|
||||
<%= form.submit "❌ Reject", class: "bg-red-600 hover:bg-red-700 text-white px-4 py-2 rounded-md font-medium",
|
||||
data: { confirm: "Reject this payout?" } %>
|
||||
<% end %>
|
||||
<% end %>
|
||||
|
||||
<% if @payout.can_process? %>
|
||||
<%= form_with url: mark_processing_admin_payout_path(@payout), method: :post, local: true, class: "flex gap-2" do |form| %>
|
||||
<%= form.text_field :bank_transfer_reference, placeholder: "Transfer reference (optional)",
|
||||
class: "border border-gray-300 rounded-md px-3 py-2" %>
|
||||
<%= form.submit "🔄 Mark as Processing", class: "bg-blue-600 hover:bg-blue-700 text-white px-4 py-2 rounded-md font-medium",
|
||||
data: { confirm: "Mark as processing (bank transfer initiated)?" } %>
|
||||
<% end %>
|
||||
<% end %>
|
||||
|
||||
<% if @payout.processing? %>
|
||||
<%= form_with url: mark_completed_admin_payout_path(@payout), method: :post, local: true, class: "flex gap-2" do |form| %>
|
||||
<%= form.text_field :bank_transfer_reference, placeholder: "Final transfer reference",
|
||||
value: @payout.bank_transfer_reference,
|
||||
class: "border border-gray-300 rounded-md px-3 py-2" %>
|
||||
<%= form.submit "✅ Mark as Completed", class: "bg-green-600 hover:bg-green-700 text-white px-4 py-2 rounded-md font-medium",
|
||||
data: { confirm: "Confirm transfer completion?" } %>
|
||||
<% end %>
|
||||
|
||||
<%= form_with url: mark_failed_admin_payout_path(@payout), method: :post, local: true, class: "flex gap-2" do |form| %>
|
||||
<%= form.text_field :failure_reason, placeholder: "Failure reason...", required: true,
|
||||
class: "border border-gray-300 rounded-md px-3 py-2" %>
|
||||
<%= form.submit "❌ Mark as Failed", class: "bg-red-600 hover:bg-red-700 text-white px-4 py-2 rounded-md font-medium",
|
||||
data: { confirm: "Mark transfer as failed?" } %>
|
||||
<% end %>
|
||||
<% end %>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
Reference in New Issue
Block a user