Judge each scholarship's program status at its own training

app/controllers/scholarships_controller.rb

@@ -145,10 +145,15 @@ def set_report_filter_state
   # filters (which resolve to the events a scholarship was awarded at).
   def filtered_scholarships
     # Eager-load everything the grid derives so each row's funder, program,
-    # location, training, and status cells add no per-row queries.
+    # location, training, and status cells add no per-row queries. The program's
+    # own affiliations back the status column (FacilitatorProgramStatus reads the
+    # loaded association); the allocation is loaded for its allocatable_type/_id
+    # alone, since Scholarship#event resolves the training through the recipient's
+    # already-loaded registrations rather than the allocatable itself.
     scope = authorized_scope(Scholarship.all).includes(
       { grant: :funder },
-      { recipient: [ { affiliations: { organization: :addresses } }, { event_registrations: :event } ] }
+      :allocation,
+      { recipient: [ { affiliations: { organization: [ :addresses, :affiliations ] } }, { event_registrations: :event } ] }
     )
     if params[:recipient_id].present?
       scope = scope.where(recipient_id: params[:recipient_id])

app/decorators/organization_decorator.rb

@@ -33,9 +33,9 @@ def self.program_status_classes(status)
   end
 
   # Compact single-letter program-status badge (N / O / R) with the full label as
-  # a tooltip. Defaults to this org's own #program_status; pass a precomputed
+  # a tooltip. Defaults to this org's own year-anchored status; pass a precomputed
   # status on list pages (index / dashboard) to avoid loading affiliations per row.
-  def program_status_badge(status = object.program_status)
+  def program_status_badge(status = object.facilitator_program_status)
     key = self.class.program_status_key(status)
     return unless key
 

app/decorators/scholarship_decorator.rb

@@ -26,20 +26,30 @@ def program_location
     program&.program_location.presence || "—"
   end
 
-  # New / Ongoing / Reinstate relative to this recipient; blank when there's no
-  # program to assess.
+  # The program's New / Ongoing / Reinstated verdict, anchored on the start date of
+  # the training this award paid for — so each row is judged at its own event
+  # rather than at one page-wide date. Falls back to the year anchor when the award
+  # has no registration behind it. One rule for every surface (ADR-0001 D4).
+  def facilitator_program_status
+    return @facilitator_program_status if defined?(@facilitator_program_status)
+
+    @facilitator_program_status = program&.facilitator_program_status(as_of: object.event&.start_date)
+  end
+
   def program_status
-    program&.program_status(object.recipient).presence || "—"
+    facilitator_program_status&.label.presence || "—"
   end
 
   # Tailwind pill classes for the program-status badge.
   def program_status_classes
-    case program&.program_status(object.recipient)
-    when "Ongoing"   then program_pill(:program_ongoing)
-    when "New"       then program_pill(:program_new)
-    when "Reinstate" then program_pill(:program_reinstated)
-    else "bg-gray-50 text-gray-500 border-gray-200"
-    end
+    OrganizationDecorator.program_status_classes(facilitator_program_status&.status) ||
+      "bg-gray-50 text-gray-500 border-gray-200"
+  end
+
+  # Hover text naming the anchor date and the reasoning, worded exactly like the
+  # org profile's per-event chips.
+  def program_status_explanation
+    facilitator_program_status&.explanation
   end
 
   # The facilitator-training event(s) the recipient attended ("TAC"); titles
@@ -95,11 +105,4 @@ def agreement_status_badge(all_states: false, prefix: false, icon_size: "text-xs
     h.render "shared/badge", label: label, classes: agreement_status_classes,
              icon: [ agreement_status_icon, icon_size ].compact_blank.join(" ")
   end
-
-  private
-
-  # Program-status pill classes for a DomainTheme program key (bg-50/text-700/border-200).
-  def program_pill(key)
-    "#{DomainTheme.bg_class_for(key)} #{DomainTheme.text_class_for(key, intensity: 700)} #{DomainTheme.border_class_for(key, intensity: 200)}"
-  end
 end

app/models/organization.rb

@@ -213,19 +213,6 @@ def program_location
     [ first_active.city, first_active.state ].compact_blank.join(", ").presence
   end
 
-  # This org's program status relative to a scholarship recipient (the
-  # New/Ongoing/Reinstate column on the scholarship index): Reinstate = lapsed,
-  # Ongoing = has facilitators beyond this recipient, New = none prior. In-memory
-  # facilitator-affiliation heuristic, to reuse a preloaded association.
-  def program_status(recipient = nil)
-    facilitators = affiliations.select(&:facilitator?)
-    return "New" if facilitators.empty?
-    return "Reinstate" if facilitators.none?(&:active?)
-
-    prior = recipient ? facilitators.reject { |a| a.person_id == recipient.id } : facilitators
-    prior.any? ? "Ongoing" : "New"
-  end
-
   def type_name
     "#{name} #{ " (#{windows_type.short_name})" if windows_type}"
   end

app/models/scholarship.rb

@@ -30,6 +30,19 @@ class Scholarship < ApplicationRecord
   # Declined awards drop out of every total.
   scope :not_declined, -> { where.not(agreement_response_status: "declined") }
 
+  # The training this award paid for: the event behind the registration its
+  # allocation funds. Nil for a grant-first award (no allocation yet) or one
+  # funding a CE registration / membership invoice instead of a training.
+  # Resolved through the recipient's own registrations (guaranteed to include this
+  # one by recipient_must_match_allocation_registrant) so a list page that preloads
+  # event_registrations → event pays no per-row query; walking allocatable.event
+  # would, since a polymorphic preload can't reach the event.
+  def event
+    return nil unless allocation&.allocatable_type == "EventRegistration"
+
+    recipient&.event_registrations&.find { |registration| registration.id == allocation.allocatable_id }&.event
+  end
+
   # Funding split (the app-wide convention, mirrored by EventDashboard and
   # EventRevenueFigures): externally funded = backed by a grant whose funder isn't
   # the org itself; org-subsidized = no grant, or a grant AWBW funded itself.

app/views/scholarships/_recipient_row.html.erb

@@ -15,7 +15,8 @@
     <% else %>
       <%= render "shared/badge",
                  label: scholarship.program_status,
-                 classes: scholarship.program_status_classes %>
+                 classes: scholarship.program_status_classes,
+                 title: scholarship.program_status_explanation %>
     <% end %>
   </td>
   <td class="px-4 py-2 text-sm text-gray-600 whitespace-nowrap"><%= scholarship.training_label %></td>

config/features.yml

@@ -70,6 +70,19 @@
   pro_tips:
     - "Add ?admin=true to the affiliation editor URL to reveal the registration picker."
 
+- name: "Scholarship program status is judged at its own training"
+  area: scholarships
+  display_status: admin_facing
+  released_on: 2026-08-23
+  action_path: "/scholarships"
+  summary: >-
+    The New / Ongoing / Reinstated column on the scholarship index is now judged
+    as of the training each award paid for, so two awards on the same page can
+    read differently. It uses the same rule as the event reports and org profile
+    chips, and hovering explains the verdict and the date it judged.
+  pro_tips:
+    - "An award with no registration behind it falls back to the start of the current year — the hover text says so."
+
 - name: "Activity log: readable details column"
   area: reporting
   display_status: admin_facing

docs/adr/0001-organization-affiliation-and-program-status.md

@@ -104,8 +104,15 @@ facilitator affiliations by a single class, `FacilitatorProgramStatus`:
 `Organization#facilitator_program_status(as_of:)` returns that object;
 `#facilitator_status_on(date)` is the bare symbol for counting and filtering.
 Nothing else classifies a program — the dashboard breakdown, the onboarding
-matrix, the rosters, the org profile/edit chips and the annual report all call
-this one method, so they cannot disagree.
+matrix, the rosters, the org profile/edit chips, the **scholarship index** and
+the annual report all call this one method, so they cannot disagree.
+
+**Each row picks its own anchor.** The scholarship index anchors each award on
+the start date of the training it paid for (`Scholarship#event`, via
+allocation → event registration), so two awards listed side by side are judged
+at their own events rather than at one page-wide "now". An award with no
+registration behind it (grant-first, or funding a CE registration) falls back to
+the year anchor, which `#explanation` labels "no event in view".
 
 The status object also carries **why**: the anchor date, the month the program
 went (or last was) active, and the full facilitator history as merged periods

spec/decorators/organization_decorator_spec.rb

@@ -156,7 +156,7 @@
       expect(described_class.program_status_classes(:new)).to include("indigo")
       expect(described_class.program_status_classes(:ongoing)).to include("blue")
       expect(described_class.program_status_classes(:reinstated)).to include("purple")
-      # Organization#program_status returns "Reinstate" (no trailing d).
+      # Tolerates either spelling of the word, however a caller phrases it.
       expect(described_class.program_status_classes("Reinstate")).to include("purple")
     end
 
@@ -180,11 +180,12 @@
       expect(badge).to have_css("span[title='Ongoing']", text: "O")
     end
 
-    it "defaults to the organization's own program status" do
-      create(:affiliation, organization: organization, person: create(:person), title: "Facilitator")
+    it "defaults to the organization's own year-anchored program status" do
+      create(:affiliation, organization: organization, person: create(:person), title: "Facilitator",
+                           start_date: 3.years.ago.to_date)
 
       badge = Capybara.string(organization.reload.decorate.program_status_badge)
-      expect(badge).to have_css("span[title='Ongoing']", text: "O")
+      expect(badge).to have_css("span[title^='Ongoing']", text: "O")
     end
 
     it "is nil for a blank status" do

spec/decorators/scholarship_decorator_spec.rb

@@ -58,6 +58,64 @@
     end
   end
 
+  describe "program status, anchored on the training the award paid for" do
+    let(:org) { create(:organization, name: "Prevail") }
+
+    def award_at(training, recipient_person = recipient)
+      registration = create(:event_registration, event: training, registrant: recipient_person)
+      scholarship = create(:scholarship, recipient: recipient_person)
+      create(:allocation, source: scholarship, allocatable: registration, amount: 0)
+      scholarship.reload.decorate
+    end
+
+    it "is Ongoing when the program was already facilitating at that training" do
+      training = create(:event, facilitator_training: true, start_date: Date.new(2025, 6, 1))
+      create(:affiliation, person: recipient, organization: org, title: "Facilitator", start_date: Date.new(2020, 1, 1))
+
+      expect(award_at(training).program_status).to eq("Ongoing")
+    end
+
+    it "is New when the only facilitator affiliation starts after that training" do
+      training = create(:event, facilitator_training: true, start_date: Date.new(2025, 6, 1))
+      create(:affiliation, person: recipient, organization: org, title: "Facilitator", start_date: Date.new(2025, 9, 1))
+
+      expect(award_at(training).program_status).to eq("New")
+    end
+
+    it "is Reinstated when the program had lapsed by that training" do
+      training = create(:event, facilitator_training: true, start_date: Date.new(2025, 6, 1))
+      create(:affiliation, person: create(:person), organization: org, title: "Facilitator",
+                           start_date: Date.new(2015, 1, 1), end_date: Date.new(2018, 1, 1))
+      create(:affiliation, person: recipient, organization: org, title: "Facilitator", start_date: Date.new(2025, 6, 1))
+
+      expect(award_at(training).program_status).to eq("Reinstated")
+    end
+
+    it "judges two awards at their own trainings, not at one page-wide date" do
+      create(:affiliation, person: recipient, organization: org, title: "Facilitator", start_date: Date.new(2020, 3, 1))
+      early = create(:event, facilitator_training: true, start_date: Date.new(2018, 6, 1))
+      late = create(:event, facilitator_training: true, start_date: Date.new(2024, 6, 1))
+
+      expect(award_at(early).program_status).to eq("New")
+      expect(award_at(late).program_status).to eq("Ongoing")
+    end
+
+    it "falls back to the year anchor when no registration backs the award" do
+      create(:affiliation, person: recipient, organization: org, title: "Facilitator", start_date: Date.new(2020, 3, 1))
+      scholarship = create(:scholarship, recipient: recipient).decorate
+
+      expect(scholarship.program_status).to eq("Ongoing")
+      expect(scholarship.program_status_explanation).to include("no event in view")
+    end
+
+    it "explains the verdict against the training's own start date" do
+      training = create(:event, facilitator_training: true, start_date: Date.new(2025, 6, 1))
+      create(:affiliation, person: recipient, organization: org, title: "Facilitator", start_date: Date.new(2020, 1, 1))
+
+      expect(award_at(training).program_status_explanation).to include("Jun 1, 2025", "event start date")
+    end
+  end
+
   describe "training column" do
     it "lists the attended facilitator-training event" do
       training = create(:event, title: "TAC251", facilitator_training: true)

spec/models/organization_spec.rb

@@ -408,34 +408,6 @@ def version = Organization.find(organization.id).rollup_cache_version
     end
   end
 
-  describe "#program_status" do
-    let(:org) { create(:organization) }
-    let(:recipient) { create(:person) }
-
-    it "is New when the recipient is the org's only facilitator" do
-      create(:affiliation, person: recipient, organization: org, title: "Facilitator")
-
-      expect(org.reload.program_status(recipient)).to eq("New")
-    end
-
-    it "is Ongoing when another facilitator already serves the org" do
-      create(:affiliation, person: recipient, organization: org, title: "Facilitator")
-      create(:affiliation, person: create(:person), organization: org, title: "Facilitator")
-
-      expect(org.reload.program_status(recipient)).to eq("Ongoing")
-    end
-
-    it "is Reinstate when the org's facilitator affiliations have all lapsed" do
-      create(:affiliation, person: recipient, organization: org, title: "Facilitator", end_date: 1.year.ago.to_date)
-
-      expect(org.reload.program_status(recipient)).to eq("Reinstate")
-    end
-
-    it "is New when the org has no facilitator affiliations" do
-      expect(org.program_status(recipient)).to eq("New")
-    end
-  end
-
   describe ".awbw" do
     it "finds the org named by ORGANIZATION_NAME" do
       awbw = create(:organization, name: ENV.fetch("ORGANIZATION_NAME", "A Window Between Worlds"))

spec/models/scholarship_spec.rb

@@ -7,6 +7,23 @@
     it { is_expected.to have_one(:allocation).dependent(:destroy) }
   end
 
+  describe "#event" do
+    let(:person) { create(:person) }
+
+    it "is the event behind the registration the allocation funds" do
+      training = create(:event, title: "TAC251", facilitator_training: true)
+      registration = create(:event_registration, event: training, registrant: person)
+      scholarship = create(:scholarship, recipient: person)
+      create(:allocation, source: scholarship, allocatable: registration, amount: 0)
+
+      expect(scholarship.reload.event).to eq(training)
+    end
+
+    it "is nil for an award with no allocation behind it" do
+      expect(create(:scholarship, recipient: person).event).to be_nil
+    end
+  end
+
   describe "validations" do
     it { is_expected.to validate_numericality_of(:amount_cents).is_greater_than_or_equal_to(0) }