From 6f8a56189a5a016fac6985faa20e6b3d4a117f65 Mon Sep 17 00:00:00 2001 From: Musa Kaleem <131704022+Musa-Kal@users.noreply.github.com> Date: Fri, 13 Nov 2026 15:45:24 -0500 Subject: [PATCH 1/6] people not on Potluck yet, friends, blocking --- src/content/docs/account.mdx | 15 ++- src/content/docs/balances/settle-up.mdx | 14 +++ src/content/docs/faq.mdx | 4 +- src/content/docs/friends.mdx | 117 ++++++++++++++++++++-- src/content/docs/groups/index.mdx | 97 +++++++++++++++++- src/content/docs/groups/invites.mdx | 49 ++++++++- src/content/docs/groups/roles.mdx | 3 + src/content/docs/notifications.mdx | 15 ++- src/content/docs/privacy-and-security.mdx | 26 ++++- 9 files changed, 322 insertions(+), 18 deletions(-) diff --git a/src/content/docs/account.mdx b/src/content/docs/account.mdx index c2beebf..6e98287 100644 --- a/src/content/docs/account.mdx +++ b/src/content/docs/account.mdx @@ -1,6 +1,6 @@ --- title: Your account -description: Change your profile, language, theme, time zone and currency, save your payment methods, change your email and password, turn on two-step sign in, subscribe to your calendar feed, sign out, or delete your account. +description: Change your profile, language, theme, time zone and currency, save your payment methods, change your email and password, turn on two-step sign in, subscribe to your calendar feed, manage the people you blocked, sign out, or delete your account. --- import { Steps } from '@astrojs/starlight/components' @@ -199,6 +199,16 @@ Anyone with your feed link can see your plans' titles, times, places and group n **Connect a calendar**, which would mark the times you are already busy on the availability grid, is marked **Coming soon**. ::: +## Blocked people + +**Blocked people** on **Me** lists everyone you blocked. When the list is empty, it says **Nobody blocked. Lovely.** + +To unblock someone, tap **Unblock** next to their name. Potluck says they are unblocked. They are not told when you block or unblock them, and while they are blocked, nothing they do notifies you. + +Unblocking does not make you friends again. Add them back with your [friend link](/friends/#your-friend-link), or from a group you share. Any invite email that was held back because of the block goes out now. See [Block and report](/friends/#block-and-report). + +To block someone, open their page from **Friends**. See [Block someone](/friends/#block-someone). + ## Sign out Tap **Sign out** at the bottom of **Me**. You are signed out on this device only. To sign out on all of them, see [Sign out everywhere](#sign-out-everywhere). @@ -224,7 +234,8 @@ Your friends' money should not change because you left, so Potluck keeps the sha - Your **name, photo and email** are removed. In every group you were in, you show as **Former member**. - **Expenses and payments** you were part of stay, so everyone's totals still add up. - **Open balances stay.** If you owed someone, the group still shows that debt against **Former member**. Settle up first so nobody is left waiting. See [Recording a payment](/balances/settle-up/). -- **Groups you own** pass to the longest-standing admin, or the longest-standing member if there is no admin. Groups with nobody else in them are deleted. +- **Groups you own** pass to the longest-standing admin, or the longest-standing member if there is no admin. A saved seat never takes over. Groups with nobody else in them who has an account are deleted. - Your availability, RSVPs, notifications, push and email notification settings, friends list, payment methods and calendar feed are deleted. Invite links you made stop working. +- People you blocked are unblocked, without sending any invite the block held back. Seats you [saved for people not on Potluck yet](/groups/#people-not-on-potluck-yet) stay, and their claim links keep working. See [Privacy and security](/privacy-and-security/) for what Potluck stores in the first place. diff --git a/src/content/docs/balances/settle-up.mdx b/src/content/docs/balances/settle-up.mdx index 56109b4..5d6c8e9 100644 --- a/src/content/docs/balances/settle-up.mdx +++ b/src/content/docs/balances/settle-up.mdx @@ -46,6 +46,20 @@ They get a **Payment recorded** notification saying you marked their payment as Group owners and admins can record a payment that does not involve them, for example when Jo pays Lena in cash and asks you to note it. On the form, change **Paid by** and **Paid to** to the two people. Everyone else can only record payments they made or received. Potluck says **Only owners and admins can record a payment between two other people.** if you try. +### Someone not on Potluck yet paid + +Someone [not on Potluck yet](/groups/#people-not-on-potluck-yet) cannot sign in, so they cannot record what they paid. Someone else records it for them: + +- **The person they paid.** If Sam paid you back in cash, record **Sam paid you** yourself. +- **The person who paid them.** Paying Sam works like paying anyone: tap **Settle up** and pick Sam. +- **Owners and admins**, for any payment, such as Sam paying Jo. + +A regular member cannot record a payment between a seat and someone else, like "Sam paid Ben". Ask Ben, or an owner or admin. + +On the **Balances** tab, a row where a seat owes you has a **Record payment** button instead of **Remind**, since there is nobody to remind. Owners and admins also see it on rows between a seat and someone else. It opens the form with the two people and the amount filled in. + +When they join, the payments move to their account with everything else, and the balance stays the same. + ### Paid on another day Forgot to record last week's transfer? Change **Paid on** to the day the money moved. You cannot pick a day in the future. diff --git a/src/content/docs/faq.mdx b/src/content/docs/faq.mdx index 8fc99be..f74a68d 100644 --- a/src/content/docs/faq.mdx +++ b/src/content/docs/faq.mdx @@ -13,7 +13,7 @@ No. Potluck keeps track of who owes whom. You pay each other however you like (c ## Do my friends need an account? -Yes, everyone in a group has their own account. It takes a minute, and the [invite link](/groups/invites/) walks them through it. +Not to start. You can [add someone by name](/groups/#people-not-on-potluck-yet) and split with them right away. To see the group and settle up themselves, they make an account, which takes a minute. When they do, everything split for them becomes theirs and the balances stay the same. ## Is there an app in the store? @@ -25,7 +25,7 @@ Yes. Groups have both, but nothing makes you use either. Plenty of groups only e ## Can I split something with one person, outside a group? -Yes. Open **Friends** and tap the person to start a one-on-one tab. See [Friends](/friends/). +Yes. Open **Friends**, tap the person, then tap **Add expense** to start a one-on-one tab. See [Split something with one friend](/friends/#split-something-with-one-friend). ## Why does one person pay a cent more? diff --git a/src/content/docs/friends.mdx b/src/content/docs/friends.mdx index 515f079..2a575a8 100644 --- a/src/content/docs/friends.mdx +++ b/src/content/docs/friends.mdx @@ -1,12 +1,12 @@ --- title: Friends -description: Who shows up as a friend, what you owe each other across groups, settling up with a friend in one go, your activity together, and keeping a one-on-one tab outside any group. +description: Who shows up as a friend, adding friends with a link or email, the friend page, what you owe each other across groups, settling up with a friend in one go, keeping a one-on-one tab outside any group, and removing, blocking and reporting people. --- import { Steps } from '@astrojs/starlight/components' import Screenshot from '~/components/Screenshot.astro' -Your friends are the people you share a group with. Nobody sends friend requests: when someone joins one of your groups, you show up on each other's list. +Your friends are the people you share a group with, plus anyone you add with your friend link. When someone joins one of your groups, you show up on each other's list without asking. Open **Groups** and tap **Friends** to see them. Each row shows where you stand with that person across every group you share, your one-on-one tab included: **owes you**, **you owe**, **settled up**, or **no tab yet**. @@ -15,6 +15,57 @@ Open **Groups** and tap **Friends** to see them. Each row shows where you stand alt="The Friends page with the line Anyone you share a group with. Settle one-on-one, no group needed. An Add a friend button sits at the top right. Five friends are listed, each marked no tab yet." /> +People [not on Potluck yet](/groups/#people-not-on-potluck-yet) are never on your Friends list. They show up once they join and take their seat. + +## Add a friend + +On **Friends**, tap **Add a friend**. The sheet has a few ways to do it. A friend link or email invite needs no shared group. + +### Your friend link + +**Your friend link** is at the top of the sheet. Anyone who opens it can add you as a friend. + +- Tap **Copy link** to paste it anywhere, or **Share** to use your phone's share sheet. +- The link keeps working until you change it. If it ended up somewhere it should not be, tap **Make a new link** (the arrows next to it). Potluck says **Old link closed. Here is a fresh one.** + +When someone opens your link, they see **Your name wants to split with you** and tap **Add** your name **as a friend**. New to Potluck? They tap **Create an account to accept** first, or **Sign in to accept**. You get a **New friend** notification, and you are on each other's list. + +### Invite by email + +Under **Invite by email**, type their address and tap **Invite**. Potluck opens your own email app with a message and a link ready to send, so the invite comes from you. + +That link is just for them: **only that email can use it, once**. They need to sign in with that address and confirm it. Anyone else who opens it is told **This invite was sent to a different email address.** The link lasts 30 days. + +You can make 20 of these a day. Past that, Potluck says **That is a lot of invites for one day. Try again tomorrow.** + +### Add back someone from your groups + +Under **People from your groups**, Potluck lists people you share a group with who are not on your list, for example someone you [removed](#remove-a-friend). Tap **Add** next to them, and Potluck says they are your friend again. + +### Invite them to a group + +Under **Or invite them to one of your groups**, pick a group. Potluck makes a one-use invite link for that group that lasts a week, and opens your share sheet so you can send it. When they join, they appear on your Friends list. + +No groups yet? Potluck asks you to start one first. See [Groups](/groups/). + +## The friend page + +Tap a friend on **Friends** to open their page. At the top is their name and where you stand overall, like **You are owed** $20.00, or **All settled up**. Below that: + +**Add expense** +: Opens a new expense on your [one-on-one tab](#split-something-with-one-friend). The first time, it starts the tab. + +**Settle up** +: Shows when you have a balance. It works like [settling up with a friend](#settle-up-with-a-friend). + +**Where you stand** +: Your one-on-one tab and every group you share, each with your balance there. Tap one to open it. + +**Everything you share** +: Every expense and payment between the two of you, newest day first, each marked **One-on-one** or **In** and the group's name. + +The **…** button holds **Remove friend**, **Report** and **Block**. See [Remove a friend](#remove-a-friend) and [Block and report](#block-and-report). + ## What the totals mean A friend's total adds up what the two of you owe each other in every shared group. @@ -46,21 +97,25 @@ Not everything belongs in a group. Coffee with a roommate, a concert ticket for -1. On **Friends**, tap the person. -2. Potluck opens your tab together, titled **You and** their name. The first time, it starts a fresh tab. -3. Tap **Add expense** and split it as usual. See [Adding an expense](/expenses/). +1. On **Friends**, tap the person to open [their page](#the-friend-page). +2. Tap **Add expense**. The first time, Potluck starts a fresh tab for the two of you, titled **You and** their name. +3. Split it as usual. See [Adding an expense](/expenses/). +To open the tab itself, tap **One-on-one** under **Where you stand** on their page. + A one-on-one tab has only **Expenses**, **Balances** and **Totals** (see [Totals and charts](/expenses/search-and-totals/#totals-and-charts)). There are no plans, invite links or roles to manage. You settle up the same way as in a group: see [Recording a payment](/balances/settle-up/). +You can only start a one-on-one tab with someone on your Friends list. Otherwise Potluck says **You can only split with friends.** + :::note[Good to know] A one-on-one tab is separate from the groups you share. Money you owe someone in a group stays in that group, and money on your one-on-one tab stays there. The total on **Friends** adds them up, and [Settle up with a friend](#settle-up-with-a-friend) pays each one separately. ::: ## Activity with a friend -Want to see everything you and one friend have been up to? Open your one-on-one tab (tap them on **Friends**) and tap **Activity with** their name, under what you owe each other. +Want to see everything you and one friend have been up to? Open your one-on-one tab and tap **Activity with** their name, under what you owe each other. The activity feed opens with only what involves both of you, across every group you share: @@ -70,8 +125,52 @@ The activity feed opens with only what involves both of you, across every group A chip at the top says **You and** their name. Tap **Show all activity** to go back to the full feed. -## Add a friend +## Remove a friend -Tap **Add a friend** and pick one of your groups under **Invite them to**. Potluck makes a one-use invite link for that group that lasts a week, and opens your share sheet so you can send it. When they join, they appear on your Friends list. +On their page, tap **…**, then **Remove friend**, and confirm. -No groups yet? Potluck asks you to start one first. See [Groups](/groups/). +- You come off each other's lists. **Shared groups stay as they are**, with every expense and balance in them. +- Settle your one-on-one tab first. If there is still money on it, Potluck says **Settle your one-on-one balance first.** + +Changed your mind? While you still share a group, add them back under [People from your groups](#add-back-someone-from-your-groups). Otherwise, send them your [friend link](#your-friend-link). + +## Block and report + +### Block someone + +On their page, tap **…**, then **Block** and their name, and confirm. You can block people you know on Potluck: friends, and people you share or shared a group with. Saved seats cannot be blocked. + +**Blocks are quiet.** They are not told when you block or unblock them. Anywhere a block stops them, they see what anyone would see for a closed link or a stranger, never that they were blocked. + +While someone is blocked: + +- **You stop being friends**, in both directions. +- **You get no notifications about what they do**, even in groups you share. Their expenses and payments still show in those groups, and your balances there still count. +- **No new one-on-one tabs.** Neither of you can start one with the other. +- **No friend links.** They cannot use your friend link or add you back from a group, and you cannot add them. +- **No joining groups across the block.** Neither of you can join a group the other is in. The invite link looks revoked. +- **Groups you already share keep working** for everyone in them. + +#### An existing one-on-one tab + +If you already had a one-on-one tab, it stays, but it freezes for them. They can no longer add, edit, delete or restore expenses, payments or repeating expenses there, or comment. They are told **You can only split with friends.** + +You can still do all of that, including settling up, so nothing changes your balance behind your back. + +A repeating expense on that tab keeps running until one of you turns it off. Either of you can always turn it off. + +#### Seats and held invites + +A block also reaches [saved seats](/groups/#people-not-on-potluck-yet). If you add a seat with the email of someone you blocked (or who blocked you), the seat is still made, so nothing gives the block away, but its invite email is not sent. A reminder you send for it is held back the same way. And typing the email of someone with a block between them and anyone in the group makes a seat, instead of adding their account. + +**Once the block is lifted**, the held invite or reminder goes out, from the same person who sent it, unless another block still stands in the way. + +### Unblock someone + +On **Me**, find **Blocked people** and tap **Unblock** next to them. See [Blocked people](/account/#blocked-people). Unblocking does not make you friends again. Send them your [friend link](#your-friend-link) or add them back from a shared group. + +### Report someone + +On their page, tap **…**, then **Report** and their name. Write **What happened** in a few words and tap **Send report**. The Potluck team reads every report, and the person is not told. + +Reporting and blocking are separate. Block them as well if you want to stop hearing from them. diff --git a/src/content/docs/groups/index.mdx b/src/content/docs/groups/index.mdx index cad955d..b1e1f59 100644 --- a/src/content/docs/groups/index.mdx +++ b/src/content/docs/groups/index.mdx @@ -18,7 +18,9 @@ A group is a shared tab: the roommates, a trip, the Thursday dinner crew. Everyt 3. Choose the **Currency**. Balances in this group are kept in it, and it locks once the first expense or payment is added. People can still add expenses in other currencies; see [Currencies](/expenses/currencies/). -4. Tap **Create group**. +4. Got friends who are not on Potluck yet? Type each name under **Anyone not on Potluck yet?** and tap **Add**. They are in the group as soon as it opens. See [People not on Potluck yet](#people-not-on-potluck-yet). + +5. Tap **Create group**. @@ -66,6 +68,99 @@ On a phone the tabs scroll sideways, so swipe left to reach **Members** and **Se A one-on-one tab with a friend works like a small group with only **Expenses**, **Balances** and **Totals**. See [Friends](/friends/). ::: +## People not on Potluck yet + +Not everyone signs up on day one. You can add someone by name and split with them right away. Potluck saves them a seat, and when they join, everything split for them becomes theirs. + +In the group they show with a dashed outline and a **Not on Potluck yet** badge. The line under their name says where their invite goes, like **Invite goes to s\*\*\*@example.com**, or **No email yet: share their link**. + +### Add someone by name + +You can add someone from three places: + +- **Members**: tap **Add someone** at the end of the list. +- **Adding an expense**: tap **Someone new** next to the people in the split. They go straight into the split. +- **New group**: type their names under **Anyone not on Potluck yet?** before you tap **Create group**. Add their emails later from **Members**. + + + +1. Type their **Name**. + +2. Add their **Email (optional)** if you know it. Potluck sends them one invite, and one reminder if you ask. Nothing else. + +3. Tap **Add**. To add a few people in a row, tap **Add another** instead. + + + +Potluck says **Sam is in. Split away.**, or **Their invite is on its way.** if you added an email. + +Anyone who can [make invite links](/groups/invites/) in the group can add people this way. That is owners and admins, and regular members unless the group turned off **Members can invite people**. + +### Split with them + +Someone not on Potluck yet is a regular member for money. Put them in a split, pick them as the person who paid, and they get a balance like everyone else. It shows on **Balances** under their name. + +They cannot sign in, so they cannot record what they paid you. Record it for them: see [Someone not on Potluck yet paid](/balances/settle-up/#someone-not-on-potluck-yet-paid). + +They are left out of anything that needs an answer from them: plans, availability and RSVPs. They can only be a regular member, never an admin or the owner. + +### Their claim link and reminder + +Every saved seat has its own claim link. On **Members**, tap the three-dot button next to them: + +- **Share their link** opens your share sheet with a note like "Sam, your seat in Supper club on Potluck is saved". On a computer it copies the link. +- **Send a reminder** sends their invite email again. Each seat gets **one** reminder. After that, the line under their name says when it went, like **Reminded Nov 13**. + +Anyone in the group can share the link or send the reminder. The reminder needs an email on the seat. + +:::caution[Send the link to them only] +A seat without an email can be taken by whoever opens its link and signs in. A seat with an email can only be taken by someone who signs in with that address. +::: + +### When they join + +They take their seat in one of two ways: + +- **With their link or invite email.** The page says **A seat is saved for you**. They tap **Create an account to take it**, **Sign in to take it** or **Take my seat**. See [Take a saved seat](/groups/invites/#take-a-saved-seat). +- **Automatically.** When someone signs up and confirms the email saved on a seat, they get that seat without doing anything else. Their inbox says they were added to the group. + +Either way, their email has to be confirmed first. + +Everything moves over to their account: the expenses they are in, what they paid, payments, repeating expenses and the group's default split. **Balances stay exactly the same.** Only the name on them changes. They also show up on the [Friends](/friends/) list of everyone in the group. + +Older lines in the group's activity keep the seat's name, so they still read "Ava added Sam". A new line says "Cleo took Sam's seat". + +This works in [archived groups](#archived-groups) too. If they are already in the group under their own name, the seat cannot be taken: Potluck says **You are already in this group under your own name.** + +### Someone already on Potluck + +If the email you type already belongs to a Potluck account, Potluck adds that person directly, under their own name. You see **Sam is already on Potluck, so they are in.** and they get a **Welcome to** the group notification. + +If they are already in the group, Potluck says **Someone with that email is already in this group.** If a seat in the group already has that email, it says **Someone with that email is already waiting to join.** + +### Change their name or email + +On **Members**, tap the three-dot button next to them, then **Edit name or email**. + +- **Name**: whoever added them can rename them, and so can anyone who can add people to the group. +- **Email**: only whoever added them, or an owner or admin, can change it. + +A new email gets a fresh invite, and **the old link stops working**. Potluck says **Saved. A fresh invite is on its way.** If someone else changed the email of a seat you added, you get a notification. Each seat's invite can go to three addresses at most. + +### Remove a seat + +On **Members**, tap the three-dot button next to them, then **Remove** and their name. + +- Whoever added them can remove them, and so can owners and admins. +- Their balance has to be zero first. Settle up with them, or [record what they paid](/balances/settle-up/#someone-not-on-potluck-yet-paid), until it is. + +Removing a seat closes its claim link, and nothing more is sent to its email. Expenses that name them keep their name. + +:::note[Good to know] +- Adding the same person to two groups makes two seats. They can take both. +- A saved seat cannot take over a group. If you own a group and nobody else in it has an account yet, leaving closes the group for good, and Potluck asks first. Every seat's balance has to be zero before you can. +::: + ## Download a group's expenses On the **Expenses** tab, tap the download button next to the search field (**Export CSV**). You get a spreadsheet with the date, description, category, who paid, the amount and currency, the exchange rate, the amount in the group currency, notes, and each person's share. When several people paid, **Paid by** lists each of them with what they paid. Refunds show as negative amounts and shares. diff --git a/src/content/docs/groups/invites.mdx b/src/content/docs/groups/invites.mdx index 45f6ab5..8fa67f7 100644 --- a/src/content/docs/groups/invites.mdx +++ b/src/content/docs/groups/invites.mdx @@ -1,12 +1,14 @@ --- title: Inviting people -description: Make an invite link, choose who it lets in and for how long, and join a group from a link. +description: Make an invite link, choose who it lets in and for how long, join a group from a link, take a seat saved for you, and the daily invite limit. --- import { Steps } from '@astrojs/starlight/components' import Screenshot from '~/components/Screenshot.astro' -People join a group with a link. There are no usernames to look up and no friend requests. Send the link in the group chat and everyone who taps it is in. +People join a group with a link. There are no usernames to look up. Send the link in the group chat and everyone who taps it is in. + +Someone not on Potluck yet? You can also [add them by name](/groups/#people-not-on-potluck-yet) and split with them before they join. They take their seat with a [claim link](#claim-links). ## Make an invite link @@ -76,3 +78,46 @@ The page says **This invite has gone cold** and tells you why: - **We could not find that invite.** Check that you copied the whole link. In every case, ask someone in the group for a new link. Owners and admins can make one in seconds. + +## Claim links + +When someone [adds you by name](/groups/#people-not-on-potluck-yet) before you are on Potluck, they save you a seat. That seat has its own link, called a claim link. You get it in an invite email, or from a friend who taps **Share their link**. + +A claim link is for one person and works once. It stops working if the seat is removed, or if someone changes the email saved on it (the new address gets a fresh link). + +### Take a saved seat + + + +1. Open the link. The page says **A seat is saved for you**, with the group's name and a line like **Ava saved a seat for Sam.** If an email is saved on the seat, it also says which one to use, like **Use s\*\*\*@example.com to take it.** + +2. New to Potluck? Tap **Create an account to take it**. Already have an account? Tap **Sign in to take it**. If you are signed in, tap **Take my seat**. + +3. Confirm your email if Potluck asks. A seat can only be taken with a confirmed email. + + + +Potluck says **Welcome. Everything split for Sam is yours now.** Your balance is the same one the seat had. See [When they join](/groups/#when-they-join). + +You do not always need the link. Sign up with the email saved on a seat, confirm it, and the seat is yours on its own. + +### The wrong email warning + +If an email is saved on the seat and you are signed in with a different one, the page says **This seat is saved for s\*\*\*@example.com. Sign in with that address to take it.** Tap **Use another account** to sign out and sign back in with the right one. + +Only part of the address is shown, so the page does not give anyone's email away. If the email is wrong, ask whoever added you (or an owner or admin) to [change it](/groups/#change-their-name-or-email). + +If you are already in the group under your own name, the seat cannot be taken. Potluck says **You are already in this group under your own name.** + +## The daily invite limit + +To keep Potluck from being used to send unwanted email, each person can send **20 invite emails a day**. These count toward it: + +- adding someone by name with an email, +- giving a saved seat a new email, +- adding someone who is already on Potluck by their email, +- sending a reminder. + +Removing a seat or deleting a group does not give any back. Past the limit, Potluck says **That is a lot of invites for one day. Try again tomorrow.** + +Invite links you share yourself, and seats added without an email, do not count. [Friend invites by email](/friends/#add-a-friend) have their own limit of 20 a day. diff --git a/src/content/docs/groups/roles.mdx b/src/content/docs/groups/roles.mdx index 16f7de9..ec80c20 100644 --- a/src/content/docs/groups/roles.mdx +++ b/src/content/docs/groups/roles.mdx @@ -28,6 +28,9 @@ Every group has exactly one **Owner**, any number of **Admins**, and everyone el | Lock in or call off a plan | yes | yes | only plans they organized | | Make member invite links | yes | yes | if the group allows it | | Make admin invite links | yes | no | no | +| Add [people not on Potluck yet](/groups/#people-not-on-potluck-yet) | yes | yes | if the group allows it | +| Change the email of someone not on Potluck yet | yes | yes | if they added them | +| Remove someone not on Potluck yet, once settled | yes | yes | if they added them | | Change roles and remove people | yes | regular members only | no | | Change group settings, archive the group | yes | yes | no | | Change the group's default split | yes | yes | yes | diff --git a/src/content/docs/notifications.mdx b/src/content/docs/notifications.mdx index 106c510..179a450 100644 --- a/src/content/docs/notifications.mdx +++ b/src/content/docs/notifications.mdx @@ -36,6 +36,9 @@ New updates are under **New**, older ones under **Earlier**. Tap one to go strai | **Rent goes in on Fri, Jan 10** | The day before a [repeating expense](/expenses/recurring/#a-heads-up-the-day-before) adds a copy | The people who pay and the people in the split | Reminders | | **"Rent" is paused** | A repeating expense pauses because [someone in it left](/expenses/recurring/#when-someone-leaves-the-group) | Whoever set it up, or the owner and admins if they left too | Edits and deletions | | **New face in** a group | Someone joins a group you run | The owner and admins | Groups | +| **Welcome to** a group | Someone adds you to a group by your email, or you sign up and take a seat saved for you | You | Groups | +| **New friend** | Someone accepts your [friend link](/friends/#your-friend-link) | You | Groups | +| **An invite changed in** a group | Someone changes the email on a seat you added | Whoever added the seat | Groups | | **Something is cooking** | Someone starts a plan | The group | Plans | | **When are you free?** | Someone nudges you to add your times | The people nudged | Plans | | **It's a date** | A plan is locked in | The group | Plans | @@ -48,6 +51,16 @@ New updates are under **New**, older ones under **Earlier**. Tap one to go strai You never get notified about your own actions, except **Two-step sign in is off**, in case it was not you. +You also never get notified about what someone you [blocked](/friends/#block-and-report) does, even in groups you share. + +### Groups and friends + +- **Welcome to** a group says who added you, like **Ava added you. Pull up a chair.** It comes when someone adds you by your email, since you are already on Potluck. It also comes when you sign up with an email saved on a [seat](/groups/#people-not-on-potluck-yet) and take it over. Joining with a link does not send one. +- **New friend** says who accepted your friend link. Tap it to open their page. +- **An invite changed in** a group tells you that someone sent the invite of a seat you added to a new address, like **Noor sent Sam's invite to a new address**. The old claim link stops working. The new address is never shown. See [Change their name or email](/groups/#change-their-name-or-email). + +People not on Potluck yet get no notifications at all, only their invite email and the one reminder you can send. See [Their claim link and reminder](/groups/#their-claim-link-and-reminder). + ### Payment changes When someone else edits, deletes or restores a payment you are in, you hear about it, for example **Payment changed: Maya changed a $35.10 payment in Supper club**. Tap it to open the payment. A few things to know: @@ -76,7 +89,7 @@ Each kind of update has its own row with a **Push** switch, except **Monthly sum - **Edits and deletions**: an expense you are in is changed, deleted or restored, or a repeating expense you set up (or run, if its creator left) is paused because someone left. - **Payments**: someone pays you or records a payment with you, or changes, deletes or restores one. - **Comments**: new comments on expenses and plans you are part of. -- **Groups**: someone joins a group you run. +- **Groups**: someone joins a group you run, someone adds you to a group, someone accepts your friend link, or someone changes the email on a seat you added. - **Plans**: new plans, locked in times, cancellations and availability requests. - **Reminders**: plans coming up, RSVPs you still owe, nudges about money you owe, and the heads-up the day before a repeating expense goes in. - **Monthly summary**: your balances on the first of each month. diff --git a/src/content/docs/privacy-and-security.mdx b/src/content/docs/privacy-and-security.mdx index 2fb6baf..9771f94 100644 --- a/src/content/docs/privacy-and-security.mdx +++ b/src/content/docs/privacy-and-security.mdx @@ -1,6 +1,6 @@ --- title: Privacy and security -description: What Potluck stores about you, who can see it, how two-step sign in and security emails protect you, and what leaves the app. +description: What Potluck stores about you, who can see it, what a saved seat's email is used for, why blocks stay private, how two-step sign in and security emails protect you, and what leaves the app. --- Potluck is free software with no ads and no tracking code. It stores what it needs to split money and plan things, and shows it only to the people you share a group with. @@ -18,10 +18,34 @@ Potluck is free software with no ads and no tracking code. It stores what it nee | Receipts | The members of that group. They are private files, not public links. | | Plans, availability and RSVPs | The members of that group | | Invite links | Owners and admins, and whoever made the link | +| The name of someone [not on Potluck yet](/groups/#people-not-on-potluck-yet) | The members of that group | +| The email saved for someone not on Potluck yet | Nobody in the app. Members see part of it, like s\*\*\*@example.com. | +| Who you blocked | Only you. Nobody is ever told they were blocked. | +| Reports you send | The Potluck team. The person you reported is not told. | | Notifications and your push and email notification settings | Only you | Someone who leaves a group, or is removed, loses access to it right away. +## People not on Potluck yet + +When you [add someone by name](/groups/#people-not-on-potluck-yet) with an email, Potluck uses that address for two things only: + +- **Their invite email**, with the link to take their seat, and **one reminder** if someone asks for it. Each one carries an unsubscribe link. +- **Matching them up.** If they sign up and confirm that address, their seat becomes theirs on its own. + +Nothing else is ever sent there, and nobody in the group sees the full address. Each person can send 20 invite emails a day at most (see [The daily invite limit](/groups/invites/#the-daily-invite-limit)). + +The address is cleared when: + +- **they take their seat.** The seat is gone, and their own account takes its place. +- **the seat is removed.** Its link stops working and nothing more goes to that address. If the group's history still names the seat, its name stays there. +- **the email is changed.** The new address replaces it, and the old link stops working. +- **the group is deleted.** Its seats go with it. + +## Blocks are never shown + +Blocking someone is between you and Potluck. They are not told, and nothing in the app shows it to them or to anyone else. Wherever a block stops them, they see the same thing anyone would see for a closed link or a stranger: an invite that looks revoked, or **You can only split with friends.** Only you can see your list, on **Me** under [Blocked people](/account/#blocked-people). + ## Two-step sign in protects everything With [two-step sign in](/account/#two-step-sign-in) on, a password or sign-in link alone gets nobody into your account. Until the code from your authenticator app is in, Potluck shows and changes nothing: no groups, no expenses, no plans, no live updates, and no files, like receipts. Your email, password and two-step settings cannot be changed either. From 3ce21f068830aa9171c473c9be72feaaea93712c Mon Sep 17 00:00:00 2001 From: Musa Kaleem <131704022+Musa-Kal@users.noreply.github.com> Date: Fri, 13 Nov 2026 15:49:20 -0500 Subject: [PATCH 2/6] align block, welcome and seat docs with app behavior --- src/content/docs/account.mdx | 6 +++--- src/content/docs/friends.mdx | 4 +++- src/content/docs/groups/index.mdx | 2 +- src/content/docs/groups/invites.mdx | 2 +- src/content/docs/notifications.mdx | 2 +- src/content/docs/privacy-and-security.mdx | 2 +- 6 files changed, 10 insertions(+), 8 deletions(-) diff --git a/src/content/docs/account.mdx b/src/content/docs/account.mdx index 6e98287..03b6cb9 100644 --- a/src/content/docs/account.mdx +++ b/src/content/docs/account.mdx @@ -205,9 +205,9 @@ Anyone with your feed link can see your plans' titles, times, places and group n To unblock someone, tap **Unblock** next to their name. Potluck says they are unblocked. They are not told when you block or unblock them, and while they are blocked, nothing they do notifies you. -Unblocking does not make you friends again. Add them back with your [friend link](/friends/#your-friend-link), or from a group you share. Any invite email that was held back because of the block goes out now. See [Block and report](/friends/#block-and-report). +Unblocking does not make you friends again. Add them back with your [friend link](/friends/#your-friend-link), or from a group you share. Any invite email that was held back because of the block goes out now, unless another block still stands in the way. See [Block and report](/friends/#block-and-report). -To block someone, open their page from **Friends**. See [Block someone](/friends/#block-someone). +To block someone, open their page from **Friends** while they are still your friend. See [Block someone](/friends/#block-someone). ## Sign out @@ -236,6 +236,6 @@ Your friends' money should not change because you left, so Potluck keeps the sha - **Open balances stay.** If you owed someone, the group still shows that debt against **Former member**. Settle up first so nobody is left waiting. See [Recording a payment](/balances/settle-up/). - **Groups you own** pass to the longest-standing admin, or the longest-standing member if there is no admin. A saved seat never takes over. Groups with nobody else in them who has an account are deleted. - Your availability, RSVPs, notifications, push and email notification settings, friends list, payment methods and calendar feed are deleted. Invite links you made stop working. -- People you blocked are unblocked, without sending any invite the block held back. Seats you [saved for people not on Potluck yet](/groups/#people-not-on-potluck-yet) stay, and their claim links keep working. +- People you blocked are unblocked, without sending any invite the block held back. Seats you [saved for people not on Potluck yet](/groups/#people-not-on-potluck-yet) stay in groups that remain, and their claim links keep working. See [Privacy and security](/privacy-and-security/) for what Potluck stores in the first place. diff --git a/src/content/docs/friends.mdx b/src/content/docs/friends.mdx index 2a575a8..fd0e78d 100644 --- a/src/content/docs/friends.mdx +++ b/src/content/docs/friends.mdx @@ -132,13 +132,15 @@ On their page, tap **…**, then **Remove friend**, and confirm. - You come off each other's lists. **Shared groups stay as they are**, with every expense and balance in them. - Settle your one-on-one tab first. If there is still money on it, Potluck says **Settle your one-on-one balance first.** +Want to block them too? [Block them](#block-someone) instead: blocking also ends the friendship, and once they are off **Friends** their page is no longer listed there. + Changed your mind? While you still share a group, add them back under [People from your groups](#add-back-someone-from-your-groups). Otherwise, send them your [friend link](#your-friend-link). ## Block and report ### Block someone -On their page, tap **…**, then **Block** and their name, and confirm. You can block people you know on Potluck: friends, and people you share or shared a group with. Saved seats cannot be blocked. +On their page, tap **…**, then **Block** and their name, and confirm. Their page opens from your **Friends** list, so block someone while they are still your friend. Saved seats cannot be blocked. **Blocks are quiet.** They are not told when you block or unblock them. Anywhere a block stops them, they see what anyone would see for a closed link or a stranger, never that they were blocked. diff --git a/src/content/docs/groups/index.mdx b/src/content/docs/groups/index.mdx index b1e1f59..ed955ed 100644 --- a/src/content/docs/groups/index.mdx +++ b/src/content/docs/groups/index.mdx @@ -122,7 +122,7 @@ A seat without an email can be taken by whoever opens its link and signs in. A s They take their seat in one of two ways: - **With their link or invite email.** The page says **A seat is saved for you**. They tap **Create an account to take it**, **Sign in to take it** or **Take my seat**. See [Take a saved seat](/groups/invites/#take-a-saved-seat). -- **Automatically.** When someone signs up and confirms the email saved on a seat, they get that seat without doing anything else. Their inbox says they were added to the group. +- **Automatically.** When someone signs up and confirms the email saved on a seat, they get that seat without doing anything else. Their inbox says they were added to the group. Taking a seat with a link does not send this. Either way, their email has to be confirmed first. diff --git a/src/content/docs/groups/invites.mdx b/src/content/docs/groups/invites.mdx index 8fa67f7..c07221d 100644 --- a/src/content/docs/groups/invites.mdx +++ b/src/content/docs/groups/invites.mdx @@ -120,4 +120,4 @@ To keep Potluck from being used to send unwanted email, each person can send **2 Removing a seat or deleting a group does not give any back. Past the limit, Potluck says **That is a lot of invites for one day. Try again tomorrow.** -Invite links you share yourself, and seats added without an email, do not count. [Friend invites by email](/friends/#add-a-friend) have their own limit of 20 a day. +Invite links you share yourself, and seats added without an email, do not count. [Friend invites by email](/friends/#invite-by-email) have their own limit of 20 a day. diff --git a/src/content/docs/notifications.mdx b/src/content/docs/notifications.mdx index 179a450..d87184a 100644 --- a/src/content/docs/notifications.mdx +++ b/src/content/docs/notifications.mdx @@ -36,7 +36,7 @@ New updates are under **New**, older ones under **Earlier**. Tap one to go strai | **Rent goes in on Fri, Jan 10** | The day before a [repeating expense](/expenses/recurring/#a-heads-up-the-day-before) adds a copy | The people who pay and the people in the split | Reminders | | **"Rent" is paused** | A repeating expense pauses because [someone in it left](/expenses/recurring/#when-someone-leaves-the-group) | Whoever set it up, or the owner and admins if they left too | Edits and deletions | | **New face in** a group | Someone joins a group you run | The owner and admins | Groups | -| **Welcome to** a group | Someone adds you to a group by your email, or you sign up and take a seat saved for you | You | Groups | +| **Welcome to** a group | Someone adds you to a group by your email, or you sign up with the email saved on a seat | You | Groups | | **New friend** | Someone accepts your [friend link](/friends/#your-friend-link) | You | Groups | | **An invite changed in** a group | Someone changes the email on a seat you added | Whoever added the seat | Groups | | **Something is cooking** | Someone starts a plan | The group | Plans | diff --git a/src/content/docs/privacy-and-security.mdx b/src/content/docs/privacy-and-security.mdx index 9771f94..01e4c2c 100644 --- a/src/content/docs/privacy-and-security.mdx +++ b/src/content/docs/privacy-and-security.mdx @@ -44,7 +44,7 @@ The address is cleared when: ## Blocks are never shown -Blocking someone is between you and Potluck. They are not told, and nothing in the app shows it to them or to anyone else. Wherever a block stops them, they see the same thing anyone would see for a closed link or a stranger: an invite that looks revoked, or **You can only split with friends.** Only you can see your list, on **Me** under [Blocked people](/account/#blocked-people). +Blocking someone is between you and Potluck. Potluck never tells anyone they were blocked. Wherever a block stops them, they see the same thing anyone would see for a closed link or a stranger: an invite that looks revoked, or **You can only split with friends.** Only you can see your list, on **Me** under [Blocked people](/account/#blocked-people). ## Two-step sign in protects everything From 3d2f40ede28e64a0c30bab98cd727414089d4400 Mon Sep 17 00:00:00 2001 From: Musa Kaleem <131704022+Musa-Kal@users.noreply.github.com> Date: Fri, 13 Nov 2026 15:52:02 -0500 Subject: [PATCH 3/6] list all conditions that keep a held invite unsent --- src/content/docs/account.mdx | 2 +- src/content/docs/friends.mdx | 2 +- 2 files changed, 2 insertions(+), 2 deletions(-) diff --git a/src/content/docs/account.mdx b/src/content/docs/account.mdx index 03b6cb9..897c540 100644 --- a/src/content/docs/account.mdx +++ b/src/content/docs/account.mdx @@ -205,7 +205,7 @@ Anyone with your feed link can see your plans' titles, times, places and group n To unblock someone, tap **Unblock** next to their name. Potluck says they are unblocked. They are not told when you block or unblock them, and while they are blocked, nothing they do notifies you. -Unblocking does not make you friends again. Add them back with your [friend link](/friends/#your-friend-link), or from a group you share. Any invite email that was held back because of the block goes out now, unless another block still stands in the way. See [Block and report](/friends/#block-and-report). +Unblocking does not make you friends again. Add them back with your [friend link](/friends/#your-friend-link), or from a group you share. Any invite email that was held back because of the block goes out now, unless another block still stands in the way, the group is archived, or the person who sent it has left the group. See [Block and report](/friends/#block-and-report). To block someone, open their page from **Friends** while they are still your friend. See [Block someone](/friends/#block-someone). diff --git a/src/content/docs/friends.mdx b/src/content/docs/friends.mdx index fd0e78d..eecca46 100644 --- a/src/content/docs/friends.mdx +++ b/src/content/docs/friends.mdx @@ -165,7 +165,7 @@ A repeating expense on that tab keeps running until one of you turns it off. Eit A block also reaches [saved seats](/groups/#people-not-on-potluck-yet). If you add a seat with the email of someone you blocked (or who blocked you), the seat is still made, so nothing gives the block away, but its invite email is not sent. A reminder you send for it is held back the same way. And typing the email of someone with a block between them and anyone in the group makes a seat, instead of adding their account. -**Once the block is lifted**, the held invite or reminder goes out, from the same person who sent it, unless another block still stands in the way. +**Once the block is lifted**, the held invite or reminder goes out, from the same person who sent it, unless another block still stands in the way, the group is archived, or the person who sent it has left the group. ### Unblock someone From 2a58ce42ca843ab9faf848326ec7b5cf6bbf3823 Mon Sep 17 00:00:00 2001 From: Musa Kaleem <131704022+Musa-Kal@users.noreply.github.com> Date: Fri, 13 Nov 2026 16:06:17 -0500 Subject: [PATCH 4/6] note seat adding under Members can invite people setting --- src/content/docs/groups/settings.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/content/docs/groups/settings.mdx b/src/content/docs/groups/settings.mdx index 448c92c..adc9df1 100644 --- a/src/content/docs/groups/settings.mdx +++ b/src/content/docs/groups/settings.mdx @@ -25,7 +25,7 @@ Tap **Save** when you are done. : Fewer payments, same totals. Nobody pays more than they owe. On by default. [Simplified debts](/balances/#simplified-debts) shows what it does with an example. **Members can invite people** -: Lets regular members make invite links. On by default. When it is off, only owners and admins can. See [Inviting people](/groups/invites/). +: Lets regular members make invite links and add [people not on Potluck yet](/groups/#people-not-on-potluck-yet). On by default. When it is off, only owners and admins can. See [Inviting people](/groups/invites/). ## Default split From d5245559d66e15980b4b6410db7f43d38e45737a Mon Sep 17 00:00:00 2001 From: Musa Kaleem <131704022+Musa-Kal@users.noreply.github.com> Date: Fri, 13 Nov 2026 16:08:06 -0500 Subject: [PATCH 5/6] clarify who sees profile and payment methods --- src/content/docs/account.mdx | 2 +- src/content/docs/privacy-and-security.mdx | 6 +++--- 2 files changed, 4 insertions(+), 4 deletions(-) diff --git a/src/content/docs/account.mdx b/src/content/docs/account.mdx index 897c540..8674691 100644 --- a/src/content/docs/account.mdx +++ b/src/content/docs/account.mdx @@ -68,7 +68,7 @@ If a handle does not look right for that app, Potluck says so before saving. Int ### Who can see them -People you share a group with, and only them. They see your payment methods when they settle up with you. When you delete your account, your payment methods are deleted too. +People you share a group or [one-on-one tab](/friends/#split-something-with-one-friend) with, and only them. A friend you share neither with does not see them, and nobody sees them while either of you has blocked the other. They see your payment methods when they settle up with you. When you delete your account, your payment methods are deleted too. ## Sign in and security diff --git a/src/content/docs/privacy-and-security.mdx b/src/content/docs/privacy-and-security.mdx index 01e4c2c..981c2dc 100644 --- a/src/content/docs/privacy-and-security.mdx +++ b/src/content/docs/privacy-and-security.mdx @@ -3,7 +3,7 @@ title: Privacy and security description: What Potluck stores about you, who can see it, what a saved seat's email is used for, why blocks stay private, how two-step sign in and security emails protect you, and what leaves the app. --- -Potluck is free software with no ads and no tracking code. It stores what it needs to split money and plan things, and shows it only to the people you share a group with. +Potluck is free software with no ads and no tracking code. It stores what it needs to split money and plan things, and shows it only to your friends and the people you share a group with. ## What is stored, and who sees it @@ -11,8 +11,8 @@ Potluck is free software with no ads and no tracking code. It stores what it nee | --- | --- | | Your email and password | Nobody in the app. Your password is stored scrambled (hashed), never as text. | | Your two-step sign in key and recovery codes | Nobody in the app. Recovery codes are stored scrambled too. | -| Your name, photo, time zone and default currency | You, and people you share a group with | -| Your [payment methods](/account/#payment-methods) | You, and people you share a group with | +| Your name, photo, time zone and default currency | You, your [friends](/friends/), and people you share a group with. People still in a group you left keep seeing them. Anyone who opens your [friend link](/friends/#your-friend-link) sees your first name and photo. | +| Your [payment methods](/account/#payment-methods) | You, and people you share a group or [one-on-one tab](/friends/#split-something-with-one-friend) with, unless either of you blocked the other. A friend you share neither with does not see them. | | Groups, members and roles | The members of that group | | Expenses, splits, payments and comments | The members of that group | | Receipts | The members of that group. They are private files, not public links. | From 74d16c24afe2c403cb34336f699e63edb38c6dc9 Mon Sep 17 00:00:00 2001 From: Musa Kaleem <131704022+Musa-Kal@users.noreply.github.com> Date: Fri, 13 Nov 2026 16:16:19 -0500 Subject: [PATCH 6/6] align Remind and owner-leave docs with saved seats --- src/content/docs/balances/index.mdx | 2 +- src/content/docs/balances/settle-up.mdx | 4 ++-- src/content/docs/groups/index.mdx | 2 +- src/content/docs/groups/roles.mdx | 2 +- 4 files changed, 5 insertions(+), 5 deletions(-) diff --git a/src/content/docs/balances/index.mdx b/src/content/docs/balances/index.mdx index 640a072..f7b58df 100644 --- a/src/content/docs/balances/index.mdx +++ b/src/content/docs/balances/index.mdx @@ -18,7 +18,7 @@ The card at the top is your total in this group: **You owe**, **You are owed**, ## Who pays whom -This list says exactly which payments would square the group. Your own rows come first. Rows where you owe have a **Settle up** button, and rows where someone owes you have a [Remind](/balances/settle-up/#remind-someone) button. If you have more than one row, the card at the top also offers [Settle everything](/balances/settle-up/#settle-everything-at-once). +This list says exactly which payments would square the group. Your own rows come first. Rows where you owe have a **Settle up** button, and rows where someone owes you have a [Remind](/balances/settle-up/#remind-someone) button (or [Record payment](/balances/settle-up/#someone-not-on-potluck-yet-paid) for someone not on Potluck yet). If you have more than one row, the card at the top also offers [Settle everything](/balances/settle-up/#settle-everything-at-once). Below it, **Everyone** shows each member's total: **is owed**, **owes**, or **settled up**. diff --git a/src/content/docs/balances/settle-up.mdx b/src/content/docs/balances/settle-up.mdx index 5d6c8e9..f082901 100644 --- a/src/content/docs/balances/settle-up.mdx +++ b/src/content/docs/balances/settle-up.mdx @@ -30,7 +30,7 @@ If that clears it, you see **All square with** their name and the balance ticks The other person gets a notification, and the payment shows in the group's expense list, for example **Noor paid you $35.10**. :::tip -On the **Balances** tab, each row under **Who pays whom** where you owe has its own **Settle up** button. It opens the form with that person and amount filled in. Rows where someone owes you have a [Remind](#remind-someone) button instead. +On the **Balances** tab, each row under **Who pays whom** where you owe has its own **Settle up** button. It opens the form with that person and amount filled in. Rows where someone owes you have a [Remind](#remind-someone) button instead, or **Record payment** for [someone not on Potluck yet](#someone-not-on-potluck-yet-paid). ::: ### Someone paid you @@ -108,7 +108,7 @@ When you copy details, Potluck says **Copied. Paste it into your banking app.** ## Remind someone -On the **Balances** tab, every row where someone owes you has a **Remind** button. +On the **Balances** tab, every row where someone owes you has a **Remind** button, except for [someone not on Potluck yet](#someone-not-on-potluck-yet-paid). diff --git a/src/content/docs/groups/index.mdx b/src/content/docs/groups/index.mdx index ed955ed..271dc70 100644 --- a/src/content/docs/groups/index.mdx +++ b/src/content/docs/groups/index.mdx @@ -158,7 +158,7 @@ Removing a seat closes its claim link, and nothing more is sent to its email. Ex :::note[Good to know] - Adding the same person to two groups makes two seats. They can take both. -- A saved seat cannot take over a group. If you own a group and nobody else in it has an account yet, leaving closes the group for good, and Potluck asks first. Every seat's balance has to be zero before you can. +- A saved seat cannot take over a group. See [Transfer ownership](/groups/roles/#transfer-ownership) for what happens when you leave a group where nobody else has an account. ::: ## Download a group's expenses diff --git a/src/content/docs/groups/roles.mdx b/src/content/docs/groups/roles.mdx index ec80c20..b234c5e 100644 --- a/src/content/docs/groups/roles.mdx +++ b/src/content/docs/groups/roles.mdx @@ -87,4 +87,4 @@ The owner cannot leave until someone else owns the group. Potluck says **Hand ow They become the owner and you become an admin. From there you can leave like anyone else. -If you are the only person left in a group you own, you can leave without handing it over. The group is deleted when you go. +If nobody else in a group you own has an account, you can leave without handing it over. [Saved seats](/groups/#people-not-on-potluck-yet) cannot take over, so the group is deleted when you go, and Potluck asks first. Every seat's balance has to be zero before you can.