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User guide: document features the guide had not caught up with - #5716

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guide/08-transfer-undo-5604from
guide/09-guide-undocumented-features
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User guide: document features the guide had not caught up with#5716
awwaiid wants to merge 1 commit into
guide/08-transfer-undo-5604from
guide/09-guide-undocumented-features

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@awwaiid

@awwaiid awwaiid commented Sep 5, 2026

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Content found while walking every guide page against the current app. This is the PR where reviewer knowledge matters most, so it is separate from the screenshot refreshes.

  • Partner import: the template now has six columns (Enable csv import of partners with six fields #5171); per-row errors and warnings; duplicate-email behavior. Note: the pop-up still says the import can only run once, but nothing enforces that.
  • Product Drives: tags on the form, list and filter.
  • Donation Sites: reactivation via the inactive filter and Restore.
  • Reports: Requests - Itemized and Product Drives - Summary.
  • Distributions: list columns, Reporting Category filter, 11:59 PM default, "Has Inactive Items", and the "too old to edit inventory" rule.
  • Requests: request type filter and column, Units column and quota total, per-row Print, the cancellation page.
  • Purchases / Donations: pagination and totals, Item Category filter, Purchase Total labels, default date range.
  • Items: Additional Information field, Export Items button.
  • Barcodes: replaces the TODO placeholders; filters and button names.
  • Adjustments: list filters and export.
  • Customization: custom request units (the "not yet implemented" note was stale) and "Include packages in distribution export" ([4678] Add option to include package count in distributions export CSV #5408).
  • Partner statuses: five, not three.

Stacked on #5715 (merge that first, or this PR's diff will include it).

🤖 Generated with Claude Code

https://claude.ai/code/session_01LMAt57FU2qBq45yR7YCsEZ

Content changes found while walking every page against the current app:

- Partner import: the template now has six columns (name, email,
  default storage location, send reminders, quota, notes); describe
  per-row errors and warnings and the duplicate-email behavior.
- Product Drives: tags on the form, the list column and the filter.
- Donation Sites: can be reactivated via the inactive filter + Restore.
- Reports: the Requests - Itemized and Product Drives - Summary reports.
- Distributions: list columns, the Reporting Category filter, the
  11:59 PM default time, the 'Has Inactive Items' restriction, and the
  'too old to edit inventory' rule after an Audit.
- Requests: the request type filter and Type column, the Units column
  and quota total on the view, per-row Print, and the cancellation page.
- Purchases/Donations: pagination and totals rows, the Item Category
  filter, the Purchase Total field labels, the default date range.
- Items: the Additional Information field and Export Items button.
- Barcodes: replaces the TODO placeholders with real guidance and
  documents the filters and button names.
- Adjustments: list filters and export.
- Customization: the custom request units field (the 'not yet
  implemented' note was stale) and the packages-in-export setting.
- Partner statuses: there are five, not three.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01LMAt57FU2qBq45yR7YCsEZ
@awwaiid
awwaiid force-pushed the guide/08-transfer-undo-5604 branch from 3886594 to d7a51a6 Compare September 6, 2026 01:19
@awwaiid
awwaiid force-pushed the guide/09-guide-undocumented-features branch from 4b5b80d to 813c10e Compare September 6, 2026 01:19
@awwaiid
awwaiid marked this pull request as ready for review September 6, 2026 01:23
@awwaiid

awwaiid commented Sep 6, 2026

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I read through all of these and I think it is fine to merge.

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