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[P1][Giving] Sunday offering batch entry UI (OfferingSession - keyboard-first) #21

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opened 2026-05-26 01:32:56 +00:00 by ChrisChen · 0 comments
ChrisChen commented 2026-05-26 01:32:56 +00:00
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Overview

Fast keyboard-driven data entry interface for finance staff to record all offerings from a Sunday's collection envelopes.

Data Model

OfferingSession: session_date, status (Open/Submitted), cash_total, check_total, total_amount, submitted_by

UI Requirements

Real-time member search with photo, Tab/Enter keyboard navigation (no mouse), anonymous button, running subtotal, reconciliation view before submit

Tasks

  • OfferingSession table + EF entity
  • Quick-entry form with keyboard-first UX
  • Anonymous giving button (one click, skip member search)
  • Reconciliation view: all entries editable before bulk submit
  • Post-submit edits require finance role + Audit Log entry

Reference

PLANNING.md Section 3.6c - OfferingSession batch entry

## Overview Fast keyboard-driven data entry interface for finance staff to record all offerings from a Sunday's collection envelopes. ## Data Model OfferingSession: session_date, status (Open/Submitted), cash_total, check_total, total_amount, submitted_by ## UI Requirements Real-time member search with photo, Tab/Enter keyboard navigation (no mouse), anonymous button, running subtotal, reconciliation view before submit ## Tasks - [ ] OfferingSession table + EF entity - [ ] Quick-entry form with keyboard-first UX - [ ] Anonymous giving button (one click, skip member search) - [ ] Reconciliation view: all entries editable before bulk submit - [ ] Post-submit edits require finance role + Audit Log entry ## Reference PLANNING.md Section 3.6c - OfferingSession batch entry
ChrisChen added this to the Phase 1 - MVP milestone 2026-05-26 01:32:56 +00:00
ChrisChen added the module: giving label 2026-05-26 01:32:56 +00:00
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module: ai
AI integration (Claude API, Phase 5)
 module: attendance
Sunday attendance tracking
 module: audit-log
Immutable audit log
 module: auth
Authentication, JWT, ASP.NET Identity
 module: cell-groups
Cell groups, meetings, attendance
 module: cms
Public website CMS (rolac.org, bilingual)
 module: devops
Infrastructure, Docker, CI/CD, Jenkins
 module: expense
Expense tracking and reimbursements
 module: giving
Donations, tithing, annual receipts
 module: members
Member CRUD, family units, search
 module: prayer
Prayer requests and visibility scopes
 module: rbac
Roles, permissions, Ministry Scope
 module: reports
Reports and analytics
 module: roster
Service roster and scheduling
No Label module: giving
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Reference: ChrisChen/ROLAC#21
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