Main page (pledge.quikcue.com):
- Hero: 'Turn I'll donate into money in the bank'
- 30-50% stat in dark section (single number, maximum impact)
- 4 persona cards linking to /for/* pages
- 4-step how-it-works (tightened from previous)
- Compliance strip (Gift Aid, Zakat, email, WhatsApp - compact)
- Payment flexibility (now/later/monthly)
- Platform logos
- Dark CTA section
- Footer with persona links
/for/charities:
- Pain: pledges on napkins, awkward chasing, no visibility
- 5-step how-it-works specific to charity managers
- 6 features: Gift Aid, Zakat, WhatsApp, scheduling, GDPR, exports
- CTA: Start Free
/for/fundraisers:
- Pain: shared link 50 times, 3 donated
- Before/after comparison grid (without vs with)
- 6 external platforms with branding
- CTA: Start Free
/for/volunteers:
- Personal link, live stats, leaderboard
- Event night flow (4 steps)
- Share channels grid
- CTA: Tell your charity about this
/for/donors:
- Educational trust page, not a sign-up funnel
- 6-step pledge flow explained
- Data protection table (what/why for each field)
- FAQ (cancel, already paid, no WhatsApp consent)
- CTA: Are you a charity?
GIFT AID (HMRC compliance):
- Exact HMRC model declaration text displayed and recorded
- Home address (line 1 + postcode) collected when Gift Aid is ticked
- giftAidAt timestamp recorded separately from the boolean
- Declaration text, donor name, timestamp stored in consentMeta JSON
EMAIL + WHATSAPP (GDPR/PECR compliance):
- Separate, granular opt-in checkboxes (not bundled, not pre-ticked)
- Each consent records: exact text shown, timestamp, consent version
- Consent checkboxes only appear when relevant contact info is provided
- Cron reminders gated on consent — no sends without opt-in
- Pledge creation WhatsApp receipt gated on whatsappOptIn
AUDIT TRAIL (consentMeta JSON on every pledge):
- giftAid: {declared, declarationText, declaredAt}
- email: {granted, consentText, grantedAt}
- whatsapp: {granted, consentText, grantedAt}
- IP address captured server-side from x-forwarded-for
- User agent captured client-side
- consentVersion field for tracking wording changes
EXPORTS:
- CRM CSV now includes: donor_address, donor_postcode, gift_aid_declared_at,
is_zakat, email_opt_in, whatsapp_opt_in
- Gift Aid export has full HMRC-required fields
Schema: 6 new columns on Pledge (donorAddressLine1, donorPostcode,
giftAidAt, emailOptIn, whatsappOptIn, consentMeta)
POSITIONING FIX — PNPL is NOT just 'QR codes at events':
- Charities collecting at events (QR per table)
- High-net-worth donor outreach (personal links via WhatsApp/email)
- Org-to-org pledges (multi-charity projects)
- Personal fundraisers (LaunchGood/Enthuse redirect)
TERMINOLOGY (throughout app):
- Events → Campaigns (sidebar, pages, create dialogs, onboarding)
- QR Codes page → Pledge Links (sharing-first, QR is one option)
- Scans → Clicks (not just QR scans)
- 'New Event' → 'New Campaign'
- 'Create QR Code' → 'Create Pledge Link'
- Source label: 'Table Name' → 'Source / Channel'
SHARING (pledge links page):
- 4-button share row: Copy · WhatsApp · Email · More (native share)
- Each link shows its full URL
- Create dialog suggests: 'WhatsApp Family Group, Table 5, Instagram Bio'
- QR code is still shown but as one option, not the hero
LANDING PAGE (complete rewrite):
- Hero: 'Collect pledges. Convert them into donations.'
- 4 use case cards: Events, HNW Donors, Org-to-Org, Personal Fundraisers
- 'Share anywhere' section: WhatsApp, QR, Email, Instagram, Twitter, 1-on-1
- Platform support: Bank Transfer, LaunchGood, Enthuse, JustGiving, GoFundMe, Any URL
- Islamic fund types section: Zakat, Sadaqah, Sadaqah Jariyah, Lillah, Fitrana
ZAKAT & FUND TYPES:
- Organization.zakatEnabled toggle in Settings
- Pledge.fundType: general, zakat, sadaqah, lillah, fitrana
- Identity step: fund type picker (5 options) when org has zakatEnabled
- Zakat note: Quran 9:60 categories reference
- Settings: toggle card with fund type descriptions
FUND ALLOCATION:
- Event.fundAllocation: 'Mosque Building Fund', 'Orphan Sponsorship' etc.
- Charities can also add external URL for reference/allocation (not just fundraisers)
- Shows on campaign cards and pledge flow
AUTH0 SETUP (done via Management API):
- Created 'Pledge Now Pay Later' app (regular_web) on quikcue.us.auth0.com
- Enabled connections: Google, Apple, Username-Password
- Callback: https://pledge.quikcue.com/api/auth/callback/auth0
- Client ID: hpr7JcEAAk3Q5ADkzyyZSRDxGIZTcjRJ
CODE CHANGES:
- Auth0Provider added to NextAuth alongside existing CredentialsProvider
- findOrCreateSocialUser(): first Google login auto-creates org + user
- Login page: 'Continue with Google' button at top, email/password below
- Signup page: 'Sign up with Google' button at top, form below
- JWT callback: resolves Auth0 users to DB users on every token refresh
- Docker compose: AUTH0_CLIENT_ID, AUTH0_CLIENT_SECRET, AUTH0_ISSUER env vars
FLOW:
- Click 'Continue with Google' → Auth0 Universal Login → Google consent
- First time: auto-creates '{Name}'s Charity' org + org_admin user
- Return time: finds existing user, loads their org
- Demo login still works via credentials provider
OLD FLOW (8+ screens):
signup (4 fields) → auto-login → setup wizard step 1 → step 2 → step 3 → step 4 → dashboard
NEW FLOW (2 screens):
signup (3 fields) → dashboard with inline checklist
- Signup page: just charity name + email + password. No 'your name' field. One button.
- Dashboard: shows getting-started checklist when org has no pledges yet
- /api/onboarding: returns setup progress (bank, event, qr, pledge)
- Checklist: progress bar, next-step highlighting, done states with strikethrough
- Each step links directly to the right page (settings, events, pledges)
- Tip shown for brand new orgs: 'Add bank details first'
- No more separate setup wizard — guidance is inline on the dashboard
- Signup loading state: pulsing emoji while account creates
- Don't auto-poll WAHA on settings page load
- Check connection status once on mount (to show 'Connected' if already paired)
- QR screenshot + polling only starts after clicking 'Connect WhatsApp'
- Polling stops once status changes to CONNECTED
AUTH:
- NextAuth with credentials provider (bcrypt password hashing)
- /api/auth/signup: creates org + user in transaction
- /login, /signup pages with clean minimal UI
- Middleware protects all /dashboard/* routes → redirects to /login
- Session-based org resolution (no more hardcoded 'demo' headers)
- SessionProvider wraps entire app
- Dashboard header shows org name + sign out button
LANDING PAGE:
- Full marketing page at / with hero, problem, how-it-works, features, CTA
- 'Get Started Free' → /signup → auto-login → /dashboard/setup
- Clean responsive design, no auth required for public pages
WAHA QR FIX:
- WAHA CORE doesn't expose QR value via API or webhook
- Now uses /api/screenshot (full browser capture) with CSS crop to QR area
- Settings panel shows cropped screenshot with overflow:hidden
- Auto-polls every 5s, refresh button
MULTI-TENANT:
- getOrgId() tries session first, then header, then first-org fallback
- All dashboard APIs use session-based org
- Signup creates isolated org per charity
- /api/whatsapp/qr: GET returns session status + QR image, POST starts/restarts session
- Settings page: WhatsApp panel shows QR code for pairing, connected status with phone info
- WAHA session started with webhook pointing to /api/whatsapp/webhook
- WAHA_API_URL updated to external https://waha.quikcue.com (cross-stack DNS doesn't work)
- Auto-polls every 5 seconds during QR scan state
- Shows connected state with phone number, push name, feature summary
CORE PRODUCT SHIFT:
A pledge is now a promise to pay on a future date, not just 'pay now'.
NEW FLOW: Amount → Schedule → Payment/Identity → Confirmation
SCHEDULE STEP (/p/[token] step 1):
- 'Pay right now' — existing card/DD/bank flow
- 'Pay on a specific date' — calendar picker with smart suggestions
(This Friday, End of month, Payday 1st, In 2 weeks, In 1 month)
- 'Split into monthly payments' — 2/3/4/6/12 month installment plans
with per-installment breakdown and date schedule
SCHEMA CHANGES:
- Pledge.dueDate — when the donor promises to pay (null = now)
- Pledge.planId — groups installment pledges together
- Pledge.installmentNumber / installmentTotal — e.g. 2 of 4
- Pledge.reminderSentForDueDate — tracking flag
- New indexes on dueDate+status and planId
INSTALLMENT PLANS:
- Creates N linked Pledge records with shared planId
- Each installment gets its own reference, due date, reminders
- Reminders: 2 days before, on due date, 3 days after, 10 days after
- WhatsApp receipt shows full plan summary
DEFERRED SINGLE PLEDGES:
- Reminders anchored to due date, not creation date
- 'Pay on date' → reminders: 2 days before, on day, +3d nudge, +10d final
- WhatsApp preferred when phone number provided
DASHBOARD:
- API returns dueDate, planId, installment info for each pledge
- Confirmation step shows schedule details for deferred pledges
- Remove FPX payment rail entirely (Malaysian, not UK)
- Add volunteer portal (/v/[code]) with live pledge tracking
- Add public event page (/e/[slug]) with progress bar + social proof
- Add fundraiser leaderboard (/dashboard/events/[id]/leaderboard)
- Add WhatsApp share buttons on confirmation, bank instructions, volunteer view
- Enhanced Gift Aid UX with +25% bonus display and HMRC declaration text
- Gift Aid report export (HMRC-ready CSV filter)
- Volunteer view link + WhatsApp share on QR code cards
- Updated home page: 4 personas, 3 UK payment rails, 8 features
- Public event API endpoint with privacy-safe donor name truncation
- Volunteer API with stats, conversion rate, auto-refresh
