Stripe integration: charity connects their own Stripe account

Model: PNPL never touches the money. Each charity connects their own Stripe account by pasting their API key in Settings. When a donor chooses card payment, they're redirected to Stripe Checkout. The money lands in the charity's Stripe balance. ## Schema - Organization.stripeSecretKey (new column) - Organization.stripeWebhookSecret (new column) ## New/rewritten files - src/lib/stripe.ts — getStripeForOrg(secretKey), per-org client - src/app/api/stripe/checkout/route.ts — uses org's key, not env var - src/app/api/stripe/webhook/route.ts — tries all org webhook secrets - src/app/p/[token]/steps/card-payment-step.tsx — redirect to Stripe Checkout (no fake card form — Stripe handles PCI) ## Settings page - New 'Card payments' section between Bank and Charity - Instructions: how to get your Stripe API key - Webhook setup in collapsed <details> (optional, for auto-confirm) - 'Card payments live' green banner when connected - Readiness bar shows Stripe status (5 columns now) ## Pledge flow - PaymentStep shows card option ONLY if org has Stripe configured - hasStripe flag passed from /api/qr/[token] → PaymentStep - Secret key never exposed to frontend (only boolean hasStripe) ## How it works 1. Charity pastes sk_live_... in Settings → Save 2. Donor opens pledge link → sees 'Bank Transfer', 'Direct Debit', 'Card' 3. Donor picks card → enters name + email → redirects to Stripe Checkout 4. Stripe processes payment → money in charity's Stripe balance 5. (Optional) Webhook auto-confirms pledge as paid Payment options: - Bank Transfer: zero fees (default, always available) - Direct Debit via GoCardless: 1% + 20p (if org configured) - Card via Stripe: standard Stripe fees (if org configured)
2026-03-04 22:46:08 +08:00
parent 62be460643
commit 3b46222118
27 changed files with 1292 additions and 151 deletions
--- a/temp_files/v3/AppealResource.php
+++ b/temp_files/v3/AppealResource.php
@@ -27,9 +27,6 @@ use Filament\Tables\Actions\ActionGroup;
 use Filament\Tables\Actions\BulkAction;
 use Filament\Tables\Actions\EditAction;
 use Filament\Tables\Columns\TextColumn;
-use Filament\Tables\Enums\FiltersLayout;
-use Filament\Tables\Filters\Filter;
-use Filament\Tables\Filters\SelectFilter;
 use Filament\Tables\Table;
 use Illuminate\Contracts\View\View;
 use Illuminate\Database\Eloquent\Builder;
@@ -310,47 +307,7 @@ class AppealResource extends Resource
                    ->sortable()
                    ->description(fn (Appeal $a) => $a->created_at?->format('d M Y')),
            ])
-            ->filters([
-                SelectFilter::make('nurture_segment')
-                    ->label('Nurture Segment')
-                    ->options([
-                        'needs_outreach' => '🔴 Needs Outreach (£0 raised, 7+ days)',
-                        'almost_there' => '🟡 Almost There (80%+ of target)',
-                        'target_reached' => '🟢 Target Reached',
-                        'slowing' => '🟠 Slowing Down (raised something, 30+ days)',
-                        'new_this_week' => '🆕 New This Week',
-                    ])
-                    ->query(function (Builder $query, array $data) {
-                        if (!$data['value']) return;
-                        $query->where('status', 'confirmed')->where('is_accepting_donations', true);
-
-                        match ($data['value']) {
-                            'needs_outreach' => $query->where('amount_raised', 0)->where('created_at', '<', now()->subDays(7)),
-                            'almost_there' => $query->where('amount_raised', '>', 0)->whereRaw('amount_raised >= amount_to_raise * 0.8')->whereRaw('amount_raised < amount_to_raise'),
-                            'target_reached' => $query->whereRaw('amount_raised >= amount_to_raise')->where('amount_raised', '>', 0),
-                            'slowing' => $query->where('amount_raised', '>', 0)->whereRaw('amount_raised < amount_to_raise * 0.8')->where('created_at', '<', now()->subDays(30)),
-                            'new_this_week' => $query->where('created_at', '>=', now()->subDays(7)),
-                            default => null,
-                        };
-                    }),
-
-                SelectFilter::make('status')
-                    ->options([
-                        'confirmed' => 'Live',
-                        'pending' => 'Pending Review',
-                    ]),
-
-                Filter::make('accepting_donations')
-                    ->label('Currently accepting donations')
-                    ->toggle()
-                    ->query(fn (Builder $q) => $q->where('is_accepting_donations', true))
-                    ->default(),
-
-                Filter::make('has_raised')
-                    ->label('Has raised money')
-                    ->toggle()
-                    ->query(fn (Builder $q) => $q->where('amount_raised', '>', 0)),
-            ], layout: FiltersLayout::AboveContentCollapsible)
+            ->filters([])
            ->actions([
                Action::make('view_page')
                    ->label('View Page')
--- a/temp_files/v3/CustomerResource.php
+++ b/temp_files/v3/CustomerResource.php
@@ -17,10 +17,8 @@ use Filament\Forms\Components\TextInput;
 use Filament\Forms\Form;
 use Filament\GlobalSearch\Actions\Action as GlobalSearchAction;
 use Filament\Resources\Resource;
-use Filament\Tables\Actions\Action;
 use Filament\Tables\Actions\EditAction;
 use Filament\Tables\Columns\TextColumn;
-use Filament\Tables\Filters\Filter;
 use Filament\Tables\Table;
 use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Database\Eloquent\Model;
@@ -207,56 +205,7 @@ class CustomerResource extends Resource
                    ->since()
                    ->sortable(),
            ])
-            ->filters([
-                Filter::make('has_donations')
-                    ->label('Has donated')
-                    ->toggle()
-                    ->query(fn (Builder $q) => $q->has('donations')),
-
-                Filter::make('monthly_supporter')
-                    ->label('Monthly supporter')
-                    ->toggle()
-                    ->query(fn (Builder $q) => $q->whereHas(
-                        'scheduledGivingDonations',
-                        fn ($q2) => $q2->where('is_active', true)
-                    )),
-
-                Filter::make('gift_aid')
-                    ->label('Gift Aid donors')
-                    ->toggle()
-                    ->query(fn (Builder $q) => $q->whereHas(
-                        'donations',
-                        fn ($q2) => $q2->whereHas('donationPreferences', fn ($q3) => $q3->where('is_gift_aid', true))
-                    )),
-
-                Filter::make('major_donor')
-                    ->label('Major donors (£1000+)')
-                    ->toggle()
-                    ->query(function (Builder $q) {
-                        $q->whereIn('id', function ($sub) {
-                            $sub->select('customer_id')
-                                ->from('donations')
-                                ->join('donation_confirmations', 'donations.id', '=', 'donation_confirmations.donation_id')
-                                ->whereNotNull('donation_confirmations.confirmed_at')
-                                ->groupBy('customer_id')
-                                ->havingRaw('SUM(donations.amount) >= 100000');
-                        });
-                    }),
-
-                Filter::make('incomplete_donations')
-                    ->label('Has incomplete donations')
-                    ->toggle()
-                    ->query(fn (Builder $q) => $q->whereHas(
-                        'donations',
-                        fn ($q2) => $q2->whereDoesntHave('donationConfirmation', fn ($q3) => $q3->whereNotNull('confirmed_at'))
-                            ->where('created_at', '>=', now()->subDays(30))
-                    )),
-
-                Filter::make('recent')
-                    ->label('Joined last 30 days')
-                    ->toggle()
-                    ->query(fn (Builder $q) => $q->where('created_at', '>=', now()->subDays(30))),
-            ])
+            ->filters([])
            ->actions([
                EditAction::make()
                    ->label('Open')
--- a/temp_files/v3/DonationResource.php
+++ b/temp_files/v3/DonationResource.php
@@ -34,10 +34,8 @@ use Filament\Tables\Actions\ExportAction;
 use Filament\Tables\Actions\ViewAction;
 use Filament\Tables\Columns\IconColumn;
 use Filament\Tables\Columns\TextColumn;
-use Filament\Tables\Enums\FiltersLayout;
 use Filament\Tables\Filters\Filter;
 use Filament\Tables\Filters\SelectFilter;
-use Filament\Tables\Filters\TernaryFilter;
 use Filament\Tables\Table;
 use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Database\Eloquent\Model;
@@ -302,7 +300,7 @@ class DonationResource extends Resource
                    ->copyable()
                    ->toggleable(isToggledHiddenByDefault: true),
            ])
-            ->filters(static::getTableFilters(), layout: FiltersLayout::AboveContentCollapsible)
+            ->filters(static::getTableFilters())
            ->actions(static::getTableRowActions())
            ->bulkActions(static::getBulkActions())
            ->headerActions([
@@ -431,27 +429,11 @@ class DonationResource extends Resource
        ]);
    }

-    // ─── Filters ─────────────────────────────────────────────────
-    // Designed around real questions:
-    // "Show me today's incomplete donations" (investigating failures)
-    // "Show me Zakat donations this month" (reporting)
-    // "Show me donations to a specific cause" (allocation check)
+    // ─── Filters (drill-down within tabs) ───────────────────────

    private static function getTableFilters(): array
    {
        return [
-            TernaryFilter::make('confirmed')
-                ->label('Payment Status')
-                ->placeholder('All')
-                ->trueLabel('Confirmed only')
-                ->falseLabel('Incomplete only')
-                ->queries(
-                    true: fn (Builder $q) => $q->whereHas('donationConfirmation', fn ($q2) => $q2->whereNotNull('confirmed_at')),
-                    false: fn (Builder $q) => $q->whereDoesntHave('donationConfirmation', fn ($q2) => $q2->whereNotNull('confirmed_at')),
-                    blank: fn (Builder $q) => $q,
-                )
-                ->default(true),
-
            SelectFilter::make('donation_type_id')
                ->label('Cause')
                ->options(fn () => DonationType::orderBy('display_name')->pluck('display_name', 'id'))
@@ -473,21 +455,6 @@ class DonationResource extends Resource
                        ->when($data['to'], fn (Builder $q) => $q->whereDate('created_at', '<=', $data['to']));
                })
                ->columns(2),
-
-            Filter::make('is_zakat')
-                ->label('Zakat')
-                ->toggle()
-                ->query(fn (Builder $q) => $q->whereHas('donationPreferences', fn ($q2) => $q2->where('is_zakat', true))),
-
-            Filter::make('is_gift_aid')
-                ->label('Gift Aid')
-                ->toggle()
-                ->query(fn (Builder $q) => $q->whereHas('donationPreferences', fn ($q2) => $q2->where('is_gift_aid', true))),
-
-            Filter::make('has_fundraiser')
-                ->label('Via Fundraiser')
-                ->toggle()
-                ->query(fn (Builder $q) => $q->whereNotNull('appeal_id')),
        ];
    }
 }
--- a/temp_files/v4/AdminPanelProvider.php
+++ b/temp_files/v4/AdminPanelProvider.php
@@ -0,0 +1,88 @@
+<?php
+
+namespace App\Providers\Filament;
+
+use App\Helpers;
+use Filament\Http\Middleware\Authenticate;
+use Filament\Http\Middleware\DisableBladeIconComponents;
+use Filament\Http\Middleware\DispatchServingFilamentEvent;
+use Filament\Navigation\MenuItem;
+use Filament\Navigation\NavigationGroup;
+use Filament\Navigation\NavigationItem;
+use Filament\Panel;
+use Filament\PanelProvider;
+use Illuminate\Cookie\Middleware\AddQueuedCookiesToResponse;
+use Illuminate\Cookie\Middleware\EncryptCookies;
+use Illuminate\Foundation\Http\Middleware\VerifyCsrfToken;
+use Illuminate\Routing\Middleware\SubstituteBindings;
+use Illuminate\Session\Middleware\AuthenticateSession;
+use Illuminate\Session\Middleware\StartSession;
+use Illuminate\View\Middleware\ShareErrorsFromSession;
+
+class AdminPanelProvider extends PanelProvider
+{
+    public function panel(Panel $panel): Panel
+    {
+        return $panel
+            ->default()
+            ->id('admin')
+            ->path('admin')
+            ->login()
+            ->colors(['primary' => config('branding.colours')])
+            ->viteTheme('resources/css/filament/admin/theme.css')
+            ->sidebarCollapsibleOnDesktop()
+            ->sidebarWidth('16rem')
+            ->globalSearch(true)
+            ->globalSearchKeyBindings(['command+k', 'ctrl+k'])
+            ->globalSearchDebounce('300ms')
+            ->navigationGroups([
+                // ── Daily Work (always visible, top of sidebar) ──
+                NavigationGroup::make('Daily')
+                    ->collapsible(false),
+
+                // ── Fundraising (campaigns, review queue) ──
+                NavigationGroup::make('Fundraising')
+                    ->icon('heroicon-o-megaphone')
+                    ->collapsible(),
+
+                // ── Setup (rarely touched config) ──
+                NavigationGroup::make('Setup')
+                    ->icon('heroicon-o-cog-6-tooth')
+                    ->collapsible()
+                    ->collapsed(),
+            ])
+            ->brandLogo(Helpers::getCurrentLogo(true))
+            ->discoverResources(in: app_path('Filament/Resources'), for: 'App\\Filament\\Resources')
+            ->discoverPages(in: app_path('Filament/Pages'), for: 'App\\Filament\\Pages')
+            ->pages([\Filament\Pages\Dashboard::class])
+            ->userMenuItems([
+                'profile' => MenuItem::make()
+                    ->label('Edit profile')
+                    ->url(url('user/profile')),
+
+                'back2site' => MenuItem::make()
+                    ->label('Return to site')
+                    ->icon('heroicon-o-home')
+                    ->url(url('/')),
+            ])
+            ->discoverWidgets(in: app_path('Filament/Widgets'), for: 'App\\Filament\\Widgets')
+            ->middleware([
+                EncryptCookies::class,
+                AddQueuedCookiesToResponse::class,
+                StartSession::class,
+                AuthenticateSession::class,
+                ShareErrorsFromSession::class,
+                VerifyCsrfToken::class,
+                SubstituteBindings::class,
+                DisableBladeIconComponents::class,
+                DispatchServingFilamentEvent::class,
+            ])
+            ->authMiddleware([
+                Authenticate::class,
+            ])
+            ->login(null)
+            ->registration(null)
+            ->darkMode(false)
+            ->databaseNotifications();
+    }
+}
--- a/temp_files/v4/ListAppeals.php
+++ b/temp_files/v4/ListAppeals.php
@@ -0,0 +1,86 @@
+<?php
+
+namespace App\Filament\Resources\AppealResource\Pages;
+
+use App\Filament\Resources\AppealResource;
+use App\Models\Appeal;
+use Filament\Resources\Components\Tab;
+use Filament\Resources\Pages\ListRecords;
+use Illuminate\Database\Eloquent\Builder;
+
+class ListAppeals extends ListRecords
+{
+    protected static string $resource = AppealResource::class;
+
+    public function getHeading(): string
+    {
+        return 'Fundraisers';
+    }
+
+    public function getSubheading(): string
+    {
+        $live = Appeal::where('status', 'confirmed')->where('is_accepting_donations', true)->count();
+        return "{$live} fundraisers are live right now.";
+    }
+
+    public function getTabs(): array
+    {
+        $needsHelp = Appeal::where('status', 'confirmed')
+            ->where('is_accepting_donations', true)
+            ->where('amount_raised', 0)
+            ->where('created_at', '<', now()->subDays(7))
+            ->where('created_at', '>', now()->subDays(90))
+            ->count();
+
+        $almostThere = Appeal::where('status', 'confirmed')
+            ->where('is_accepting_donations', true)
+            ->where('amount_raised', '>', 0)
+            ->whereRaw('amount_raised >= amount_to_raise * 0.8')
+            ->whereRaw('amount_raised < amount_to_raise')
+            ->count();
+
+        return [
+            'live' => Tab::make('Live')
+                ->icon('heroicon-o-signal')
+                ->modifyQueryUsing(fn (Builder $q) => $q
+                    ->where('status', 'confirmed')
+                    ->where('is_accepting_donations', true)
+                ),
+
+            'needs_help' => Tab::make('Needs Outreach')
+                ->icon('heroicon-o-hand-raised')
+                ->badge($needsHelp > 0 ? $needsHelp : null)
+                ->badgeColor('danger')
+                ->modifyQueryUsing(fn (Builder $q) => $q
+                    ->where('status', 'confirmed')
+                    ->where('is_accepting_donations', true)
+                    ->where('amount_raised', 0)
+                    ->where('created_at', '<', now()->subDays(7))
+                    ->where('created_at', '>', now()->subDays(90))
+                ),
+
+            'almost' => Tab::make('Almost There')
+                ->icon('heroicon-o-fire')
+                ->badge($almostThere > 0 ? $almostThere : null)
+                ->badgeColor('warning')
+                ->modifyQueryUsing(fn (Builder $q) => $q
+                    ->where('status', 'confirmed')
+                    ->where('is_accepting_donations', true)
+                    ->where('amount_raised', '>', 0)
+                    ->whereRaw('amount_raised >= amount_to_raise * 0.8')
+                    ->whereRaw('amount_raised < amount_to_raise')
+                ),
+
+            'hit_target' => Tab::make('Target Reached')
+                ->icon('heroicon-o-trophy')
+                ->modifyQueryUsing(fn (Builder $q) => $q
+                    ->where('status', 'confirmed')
+                    ->where('amount_raised', '>', 0)
+                    ->whereRaw('amount_raised >= amount_to_raise')
+                ),
+
+            'all' => Tab::make('Everything')
+                ->icon('heroicon-o-squares-2x2'),
+        ];
+    }
+}
--- a/temp_files/v4/ListApprovalQueues.php
+++ b/temp_files/v4/ListApprovalQueues.php
@@ -0,0 +1,50 @@
+<?php
+
+namespace App\Filament\Resources\ApprovalQueueResource\Pages;
+
+use App\Filament\Resources\ApprovalQueueResource;
+use App\Models\ApprovalQueue;
+use Filament\Resources\Components\Tab;
+use Filament\Resources\Pages\ListRecords;
+use Illuminate\Database\Eloquent\Builder;
+
+class ListApprovalQueues extends ListRecords
+{
+    protected static string $resource = ApprovalQueueResource::class;
+
+    public function getHeading(): string
+    {
+        return 'Fundraiser Review';
+    }
+
+    public function getSubheading(): string
+    {
+        $pending = ApprovalQueue::where('status', 'pending')->count();
+        if ($pending === 0) return 'All caught up — no fundraisers waiting for review.';
+        return "{$pending} fundraisers waiting for your review.";
+    }
+
+    public function getTabs(): array
+    {
+        $pending = ApprovalQueue::where('status', 'pending')->count();
+
+        return [
+            'pending' => Tab::make('Needs Review')
+                ->icon('heroicon-o-clock')
+                ->badge($pending > 0 ? $pending : null)
+                ->badgeColor('danger')
+                ->modifyQueryUsing(fn (Builder $q) => $q->where('status', 'pending')),
+
+            'approved' => Tab::make('Approved')
+                ->icon('heroicon-o-check-circle')
+                ->modifyQueryUsing(fn (Builder $q) => $q->where('status', 'confirmed')),
+
+            'rejected' => Tab::make('Rejected')
+                ->icon('heroicon-o-x-circle')
+                ->modifyQueryUsing(fn (Builder $q) => $q->where('status', 'change_requested')),
+
+            'all' => Tab::make('All')
+                ->icon('heroicon-o-squares-2x2'),
+        ];
+    }
+}
--- a/temp_files/v4/ListCustomers.php
+++ b/temp_files/v4/ListCustomers.php
@@ -0,0 +1,62 @@
+<?php
+
+namespace App\Filament\Resources\CustomerResource\Pages;
+
+use App\Filament\Resources\CustomerResource;
+use App\Models\Customer;
+use Filament\Resources\Components\Tab;
+use Filament\Resources\Pages\ListRecords;
+use Illuminate\Database\Eloquent\Builder;
+
+class ListCustomers extends ListRecords
+{
+    protected static string $resource = CustomerResource::class;
+
+    public function getHeading(): string
+    {
+        return 'Donors';
+    }
+
+    public function getSubheading(): string
+    {
+        return 'Search by name, email, or phone number. Click a donor to see their full history.';
+    }
+
+    public function getTabs(): array
+    {
+        return [
+            'all' => Tab::make('All Donors')
+                ->icon('heroicon-o-users'),
+
+            'monthly' => Tab::make('Monthly Supporters')
+                ->icon('heroicon-o-arrow-path')
+                ->modifyQueryUsing(fn (Builder $query) => $query
+                    ->whereHas('scheduledGivingDonations', fn ($q) => $q->where('is_active', true))
+                ),
+
+            'major' => Tab::make('Major Donors')
+                ->icon('heroicon-o-star')
+                ->modifyQueryUsing(fn (Builder $query) => $query
+                    ->whereIn('id', function ($sub) {
+                        $sub->select('customer_id')
+                            ->from('donations')
+                            ->join('donation_confirmations', 'donations.id', '=', 'donation_confirmations.donation_id')
+                            ->whereNotNull('donation_confirmations.confirmed_at')
+                            ->groupBy('customer_id')
+                            ->havingRaw('SUM(donations.amount) >= 100000');
+                    })
+                ),
+
+            'recent' => Tab::make('New (30 days)')
+                ->icon('heroicon-o-sparkles')
+                ->modifyQueryUsing(fn (Builder $query) => $query
+                    ->where('created_at', '>=', now()->subDays(30))
+                ),
+        ];
+    }
+
+    protected function getHeaderActions(): array
+    {
+        return [];
+    }
+}
--- a/temp_files/v4/ListDonations.php
+++ b/temp_files/v4/ListDonations.php
@@ -0,0 +1,79 @@
+<?php
+
+namespace App\Filament\Resources\DonationResource\Pages;
+
+use App\Filament\Resources\DonationResource;
+use App\Models\Donation;
+use Filament\Resources\Components\Tab;
+use Filament\Resources\Pages\ListRecords;
+use Illuminate\Database\Eloquent\Builder;
+
+class ListDonations extends ListRecords
+{
+    protected static string $resource = DonationResource::class;
+
+    public function getHeading(): string
+    {
+        return 'Donations';
+    }
+
+    public function getSubheading(): string
+    {
+        $todayCount = Donation::whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
+            ->whereDate('created_at', today())
+            ->count();
+        $todayAmount = Donation::whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
+            ->whereDate('created_at', today())
+            ->sum('amount') / 100;
+
+        return "Today: {$todayCount} confirmed (£" . number_format($todayAmount, 0) . ")";
+    }
+
+    public function getTabs(): array
+    {
+        $incompleteCount = Donation::whereDoesntHave('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
+            ->where('created_at', '>=', now()->subDays(7))
+            ->count();
+
+        return [
+            'today' => Tab::make('Today')
+                ->icon('heroicon-o-clock')
+                ->modifyQueryUsing(fn (Builder $query) => $query
+                    ->whereDate('created_at', today())
+                    ->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
+                ),
+
+            'all_confirmed' => Tab::make('All Confirmed')
+                ->icon('heroicon-o-check-circle')
+                ->modifyQueryUsing(fn (Builder $query) => $query
+                    ->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
+                ),
+
+            'incomplete' => Tab::make('Incomplete')
+                ->icon('heroicon-o-exclamation-triangle')
+                ->badge($incompleteCount > 0 ? $incompleteCount : null)
+                ->badgeColor('danger')
+                ->modifyQueryUsing(fn (Builder $query) => $query
+                    ->whereDoesntHave('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
+                    ->where('created_at', '>=', now()->subDays(7))
+                ),
+
+            'zakat' => Tab::make('Zakat')
+                ->icon('heroicon-o-star')
+                ->modifyQueryUsing(fn (Builder $query) => $query
+                    ->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
+                    ->whereHas('donationPreferences', fn ($q) => $q->where('is_zakat', true))
+                ),
+
+            'gift_aid' => Tab::make('Gift Aid')
+                ->icon('heroicon-o-gift')
+                ->modifyQueryUsing(fn (Builder $query) => $query
+                    ->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
+                    ->whereHas('donationPreferences', fn ($q) => $q->where('is_gift_aid', true))
+                ),
+
+            'everything' => Tab::make('Everything')
+                ->icon('heroicon-o-squares-2x2'),
+        ];
+    }
+}
--- a/temp_files/v4/ListScheduledGivingDonations.php
+++ b/temp_files/v4/ListScheduledGivingDonations.php
@@ -0,0 +1,53 @@
+<?php
+
+namespace App\Filament\Resources\ScheduledGivingDonationResource\Pages;
+
+use App\Filament\Resources\ScheduledGivingDonationResource;
+use App\Models\ScheduledGivingDonation;
+use Filament\Resources\Components\Tab;
+use Filament\Resources\Pages\ListRecords;
+use Illuminate\Database\Eloquent\Builder;
+
+class ListScheduledGivingDonations extends ListRecords
+{
+    protected static string $resource = ScheduledGivingDonationResource::class;
+
+    public function getHeading(): string
+    {
+        return 'Regular Giving';
+    }
+
+    public function getSubheading(): string
+    {
+        $active = ScheduledGivingDonation::where('is_active', true)->count();
+        return "{$active} people giving every month.";
+    }
+
+    public function getTabs(): array
+    {
+        $active = ScheduledGivingDonation::where('is_active', true)->count();
+        $inactive = ScheduledGivingDonation::where('is_active', false)->count();
+
+        return [
+            'active' => Tab::make('Active')
+                ->icon('heroicon-o-check-circle')
+                ->badge($active)
+                ->badgeColor('success')
+                ->modifyQueryUsing(fn (Builder $q) => $q->where('is_active', true)),
+
+            'cancelled' => Tab::make('Cancelled')
+                ->icon('heroicon-o-x-circle')
+                ->badge($inactive > 0 ? $inactive : null)
+                ->badgeColor('gray')
+                ->modifyQueryUsing(fn (Builder $q) => $q->where('is_active', false)),
+
+            'all' => Tab::make('All')
+                ->icon('heroicon-o-squares-2x2'),
+        ];
+    }
+
+    protected function getHeaderActions(): array
+    {
+        return [];
+    }
+}
--- a/temp_files/v4/nav_changes.py
+++ b/temp_files/v4/nav_changes.py
@@ -0,0 +1,183 @@
+#!/usr/bin/env python3
+"""
+Reassign every Filament resource to the correct navigation group.
+
+SIDEBAR STRUCTURE:
+  Daily (always open, no collapse)
+    ├ Donors           — "Find a donor, help them"
+    ├ Donations        — "See what came in, investigate issues"  
+    └ Regular Giving   — "Monthly supporters"
+  
+  Fundraising
+    ├ Review Queue (84 pending badge)
+    ├ All Fundraisers
+    └ Scheduled Campaigns (3 only)
+  
+  Setup (collapsed by default — rarely touched)
+    ├ Causes (30)
+    ├ Countries (12)
+    ├ URL Builder
+    ├ Settings
+    ├ Users
+    ├ Activity Log
+    └ (hidden): Snowdon, Campaign Regs, WOH, Engage dims, Fund dims
+"""
+
+import re, os
+
+BASE = '/home/forge/app.charityright.org.uk'
+
+changes = {
+    # ── DAILY (top 3 — the only pages staff use every day) ──
+    'app/Filament/Resources/CustomerResource.php': {
+        'navigationGroup': 'Daily',
+        'navigationIcon': 'heroicon-o-user-circle',
+        'navigationSort': 1,
+        'navigationLabel': 'Donors',
+    },
+    'app/Filament/Resources/DonationResource.php': {
+        'navigationGroup': 'Daily',
+        'navigationIcon': 'heroicon-o-banknotes',
+        'navigationSort': 2,
+        'navigationLabel': 'Donations',
+    },
+    'app/Filament/Resources/ScheduledGivingDonationResource.php': {
+        'navigationGroup': 'Daily',
+        'navigationIcon': 'heroicon-o-arrow-path',
+        'navigationSort': 3,
+        'navigationLabel': 'Regular Giving',
+    },
+    
+    # ── FUNDRAISING ──
+    'app/Filament/Resources/ApprovalQueueResource.php': {
+        'navigationGroup': 'Fundraising',
+        'navigationIcon': 'heroicon-o-shield-check',
+        'navigationSort': 1,
+        'navigationLabel': 'Review Queue',
+    },
+    'app/Filament/Resources/AppealResource.php': {
+        'navigationGroup': 'Fundraising',
+        'navigationIcon': 'heroicon-o-hand-raised',
+        'navigationSort': 2,
+        'navigationLabel': 'All Fundraisers',
+    },
+    'app/Filament/Resources/ScheduledGivingCampaignResource.php': {
+        'navigationGroup': 'Fundraising',
+        'navigationIcon': 'heroicon-o-calendar',
+        'navigationSort': 3,
+        'navigationLabel': 'Giving Campaigns',
+    },
+
+    # ── SETUP (collapsed, rarely used) ──
+    'app/Filament/Resources/DonationTypeResource.php': {
+        'navigationGroup': 'Setup',
+        'navigationIcon': 'heroicon-o-tag',
+        'navigationSort': 1,
+        'navigationLabel': 'Causes',
+    },
+    'app/Filament/Resources/DonationCountryResource.php': {
+        'navigationGroup': 'Setup',
+        'navigationIcon': 'heroicon-o-globe-alt',
+        'navigationSort': 2,
+        'navigationLabel': 'Countries',
+    },
+    'app/Filament/Resources/UserResource.php': {
+        'navigationGroup': 'Setup',
+        'navigationIcon': 'heroicon-o-users',
+        'navigationSort': 3,
+        'navigationLabel': 'Admin Users',
+    },
+    'app/Filament/Resources/EventLogResource.php': {
+        'navigationGroup': 'Setup',
+        'navigationIcon': 'heroicon-o-exclamation-triangle',
+        'navigationSort': 4,
+        'navigationLabel': 'Activity Log',
+    },
+}
+
+# Resources to HIDE from navigation entirely (dead data, 0 recent activity)
+hide = [
+    'app/Filament/Resources/SnowdonRegistrationResource.php',
+    'app/Filament/Resources/CampaignRegistrationResource.php',
+    'app/Filament/Resources/WOHMessageResource.php',
+    'app/Filament/Resources/EngageAttributionDimensionResource.php',
+    'app/Filament/Resources/EngageFundDimensionResource.php',
+]
+
+# Pages
+page_changes = {
+    'app/Filament/Pages/DonationURLBuilder.php': {
+        'navigationGroup': 'Setup',
+        'navigationSort': 5,
+        'navigationLabel': 'URL Builder',
+    },
+    'app/Filament/Pages/Settings.php': {
+        'navigationGroup': 'Setup',
+        'navigationSort': 6,
+    },
+}
+
+
+def update_static_property(content, prop, value):
+    """Replace a static property value in a PHP class."""
+    # Match: protected static ?string $prop = 'old_value';
+    # or: protected static ?int $prop = 123;
+    pattern = rf"(protected\s+static\s+\?(?:string|int)\s+\${prop}\s*=\s*)('[^']*'|\d+)(\s*;)"
+    
+    if isinstance(value, int):
+        replacement = rf"\g<1>{value}\3"
+    else:
+        replacement = rf"\g<1>'{value}'\3"
+    
+    new_content, count = re.subn(pattern, replacement, content)
+    return new_content, count
+
+
+def apply_changes(filepath, props):
+    full = os.path.join(BASE, filepath)
+    with open(full, 'r') as f:
+        content = f.read()
+    
+    for prop, value in props.items():
+        content, count = update_static_property(content, prop, value)
+        if count == 0:
+            print(f"  WARNING: {prop} not found in {filepath}")
+    
+    with open(full, 'w') as f:
+        f.write(content)
+    print(f"Updated: {filepath}")
+
+
+def hide_from_nav(filepath):
+    full = os.path.join(BASE, filepath)
+    with open(full, 'r') as f:
+        content = f.read()
+    
+    # Add shouldRegisterNavigation = false if not present
+    if 'shouldRegisterNavigation' not in content:
+        # Insert after the class opening
+        content = content.replace(
+            'protected static ?string $navigationIcon',
+            'protected static bool $shouldRegisterNavigation = false;\n\n    protected static ?string $navigationIcon'
+        )
+        with open(full, 'w') as f:
+            f.write(content)
+        print(f"Hidden: {filepath}")
+    else:
+        print(f"Already hidden: {filepath}")
+
+
+# Apply all changes
+print("=== UPDATING NAVIGATION ===")
+for filepath, props in changes.items():
+    apply_changes(filepath, props)
+
+print("\n=== HIDING DEAD PAGES ===")
+for filepath in hide:
+    hide_from_nav(filepath)
+
+print("\n=== UPDATING PAGES ===")
+for filepath, props in page_changes.items():
+    apply_changes(filepath, props)
+
+print("\nDone!")