Gary Tou

Accounting: Collect W-9s for payments

1

_This ticket is a result of [conversations around payment compliance](https://github.com/hackclub/hcb/issues/4902)._ We need to collect a W-9 or W-8 BEN for all payments (excluding reimbursements) regardless of the amount. ## Requirements...

Compliance around payments via ACH/Check

4

```[tasklist] ### Tasks - [x] Collect invoices/receipts prior to payment - [x] Collect receipts for all payments including ACHs/Checks - [ ] https://github.com/hackclub/hcb/issues/5348 ``` --- - contractor (salary): w9 with...

## Problem There are a good number of frustrated users because either: 1. They never signed up to receive Hack Club emails 2. or have a hard time unsubscribing/opting out....

[Donation] Embeddable donation widget

2

Currently, when a user wants to submit their HCB donation page on their own site, we give them some `iframe` code. Let's see if we can make this better. Compare...

[Associations] Start adding `strict_loading`

4

https://www.bigbinary.com/blog/rails-6-1-adds-strict_loading-to-warn-lazy-loading-associations

Explore migrating to `ActiveRecord::Encryption` from `Lockbox`

1

compare the pros and cons! one pro is that it's compatible with more gems such as console1984 (since ActiveRecord::Encryption is the default option)

Invoice: Fix state management

3

We're currently using AASM, a `status` enum, and a handful of timestamp columns (e.g. `archived_at`) to manage the state of an invoice. This is too much! Here's what we need...