Add pledge participants admin views by Bhavatu · Pull Request #629 · kausaltech/kausal-watch

Bhavatu · 2026-06-26T11:21:44Z

Description

Two surfaces for plan admins on plans with community engagement enabled:

A global Participants list under Pledges -> Participants (the Pledges menu becomes a submenu with Pledges and Participants children). Columns: email, commitment count, marketing opt-in. All sortable. Header buttons: Copy opted-in emails (clipboard) and Export opted-in emails as CSV.
A Participants tab on the pledge edit view scoped to that pledge. Same email + opt-in tick columns; same Copy/Export buttons.

Both surfaces share _get_participants_queryset (plan-scoped, excludes anonymous PublicUsers via email IS NULL, annotates commitment_count) and _opted_in_emails (filters to marketing_consented_at IS NOT NULL, sorted). The CSV endpoints under /admin/pledge-participants/ are gated to the active plan and reject pledges outside it.

The ParticipantsViewSet subclasses SnippetViewSet but overrides get_urlpatterns to expose only list/list_results (add/edit/delete view classes can't simply be nulled because SnippetViewSet hard-codes those routes). Permission policy is dedicated, separate from PledgePermissionPolicy, because the participants UI is read-only.

The copy-to-clipboard JS is plain JS loaded via insert_global_admin_js; the button carries the opted-in email list in a data attribute so the copy is a one-click no-roundtrip operation.

Screenshots/Videos (if applicable)

Add screenshots or videos demonstrating the changes if applicable.

Related issue

https://app.asana.com/1/1201243246741462/project/1206017643443542/task/1215606704588443
https://app.asana.com/1/1201243246741462/project/1206017643443542/task/1215606704588431

Requirements, dependencies and related PRs

Base: #626

Additional Notes

Any additional information that reviewers should know about this PR.

✅ Pre-Merge Checklist

Type of Change

Set the PR's label to match the nature of this change

Testing

Built Unit tests (unit tests added/updated)
Built E2E tests (if applicable. E2E tests added/updated)
Authorization is tested (permissions and access controls verified)
Manually tested locally (functionality verified)
Manual testing instructions
If feature requires manual testing by reviewer, you can provide instructions here.

Internationalization & Accessibility

New strings are translatable (all user-facing text uses i18n)
Accessibility standards met (WCAG compliance, screen reader support)

Integrations (if applicable)

If there are model changes to models which use any of the features below, verify the new models work together with the features.
For example, when adding a new model, verify the new model instances are copied when copying a plan.

Moderation integration implemented
Reporting integration implemented
Copy plan feature integration implemented
Umbrella plan structure integration implemented

Dependencies

Dependencies are merged (if applicable. If the change depends on other PRs e.g. kausal_common)

kausal-code-coverage · 2026-06-26T11:25:38Z

Codecov Report

❌ Patch coverage is 86.77249% with 25 lines in your changes missing coverage. Please review.

Files with missing lines	Patch %	Lines
actions/pledge_participants_admin.py	88.88%	10 Missing and 7 partials ⚠️
actions/wagtail_hooks.py	80.64%	3 Missing and 3 partials ⚠️
actions/pledge_admin.py	60.00%	2 Missing ⚠️

@@                        Coverage Diff                         @@
##           feat/sign_in_sign_up_mutations     #629      +/-   ##
==================================================================
+ Coverage                           63.45%   63.55%   +0.09%     
==================================================================
  Files                                 389      390       +1     
  Lines                               41972    42157     +185     
  Branches                             5413     5432      +19     
==================================================================
+ Hits                                26634    26791     +157     
- Misses                              13648    13669      +21     
- Partials                             1690     1697       +7

Flag	Coverage Δ
e2e-tests	`8.46% <11.11%> (-0.01%)`	⬇️
unittests	`60.94% <86.77%> (+0.12%)`	⬆️

Flags with carried forward coverage won't be shown. Click here to find out more.

Files with missing lines	Coverage Δ
actions/pledge_admin.py	`64.63% <60.00%> (-2.99%)`	⬇️
actions/wagtail_hooks.py	`85.55% <80.64%> (-2.78%)`	⬇️
actions/pledge_participants_admin.py	`88.88% <88.88%> (ø)`

... and 1 file with indirect coverage changes

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Two surfaces for plan admins on plans with community engagement enabled: - A global Participants list under Pledges -> Participants (the Pledges menu becomes a submenu with Pledges and Participants children). Columns: email, commitment count, marketing opt-in. All sortable. Header buttons: Copy opted-in emails (clipboard) and Export opted-in emails as CSV. - A Participants tab on the pledge edit view scoped to that pledge. Same email + opt-in tick columns; same Copy/Export buttons. Both surfaces share _get_participants_queryset (plan-scoped, excludes anonymous PublicUsers via email IS NULL, annotates commitment_count) and _opted_in_emails (filters to marketing_consented_at IS NOT NULL, sorted). The CSV endpoints under /admin/pledge-participants/ are gated to the active plan and reject pledges outside it. The ParticipantsViewSet subclasses SnippetViewSet but overrides get_urlpatterns to expose only list/list_results (add/edit/delete view classes can't simply be nulled because SnippetViewSet hard-codes those routes). Permission policy is dedicated, separate from PledgePermissionPolicy, because the participants UI is read-only. The copy-to-clipboard JS is plain JS loaded via insert_global_admin_js; the button carries the opted-in email list in a data attribute so the copy is a one-click no-roundtrip operation.

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bbliem · 2026-07-16T11:11:17Z

+# Wagtail's BooleanColumn reads bool() of the attribute. PublicUser.marketing_consented_at
+# is a datetime-or-None; bool(datetime) is True, bool(None) is False, so the column
+# already does the right thing as long as we expose `has_marketing_consent` as a property.
+def _has_marketing_consent(self: PublicUser) -> bool:
+    return self.marketing_consented_at is not None
+
+
+PublicUser.has_marketing_consent = property(_has_marketing_consent)  # type: ignore[attr-defined]


This may have been discussed before already, and I don't want to restart a discussion. But are there any benefits to using a datetime instead of a Boolean for the marketing consent? In general, one could always use a datetime instead of a Boolean. But it may be an unnecessary complication if there is no clear benefit.

Bhavatu added the New feature New feature (non-breaking change which adds functionality) label Jun 26, 2026

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Comment thread actions/pledge_participants_admin.py Outdated

Bhavatu force-pushed the feature/pledge_participants_admin_ui branch from 285d5f4 to 809b0bd Compare June 26, 2026 11:42

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Comment thread actions/pledge_participants_admin.py

Bhavatu force-pushed the feature/pledge_participants_admin_ui branch from 809b0bd to 4bd7558 Compare June 26, 2026 11:59

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Comment thread actions/pledge_participants_admin.py

Bhavatu force-pushed the feature/pledge_participants_admin_ui branch from 4bd7558 to 7700365 Compare June 26, 2026 13:11

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Comment thread actions/pledge_participants_admin.py Outdated

Bhavatu force-pushed the feature/pledge_participants_admin_ui branch from 7700365 to ad15192 Compare June 26, 2026 15:17

Bhavatu force-pushed the feat/sign_in_sign_up_mutations branch 10 times, most recently from 36e1496 to 3b98194 Compare July 1, 2026 13:26

Bhavatu force-pushed the feature/pledge_participants_admin_ui branch 3 times, most recently from b560534 to 7abae22 Compare July 2, 2026 09:59

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Comment thread actions/pledge_participants_admin.py

Bhavatu added 2 commits July 2, 2026 16:24

Disable bulk actions in ParticipantsIndexView

02743c2

Bhavatu force-pushed the feature/pledge_participants_admin_ui branch from fc54195 to da060d2 Compare July 2, 2026 13:24

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Comment thread actions/pledge_admin.py

Bhavatu force-pushed the feature/pledge_participants_admin_ui branch from da060d2 to 57c6fb0 Compare July 2, 2026 14:08

Exclude PublicUser and Pledge from the generic /admin/snippets/ index

06d0e77

Bhavatu force-pushed the feature/pledge_participants_admin_ui branch from 57c6fb0 to 06d0e77 Compare July 3, 2026 07:28

bbliem approved these changes Jul 16, 2026

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Add pledge participants admin views#629

Add pledge participants admin views#629
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Bhavatu commented Jun 26, 2026

Description

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Requirements, dependencies and related PRs

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✅ Pre-Merge Checklist

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Internationalization & Accessibility

Integrations (if applicable)

Dependencies

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