From 8366054bd74b242c68c0da7e357f515e895d392d Mon Sep 17 00:00:00 2001
From: Omair Saleh <omair@quikcue.com>
Date: Thu, 5 Mar 2026 03:20:20 +0800
Subject: [PATCH] Deep UX: 2-column automations, visible appeal cards, platform
 education, strip model refs
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

Automations:
- 2-column layout: WhatsApp phone LEFT, education RIGHT
- Right column: 'How it works' (5 numbered steps), performance stats, timing controls, reply commands, tips
- Hero spans full width with photo+dark panel
- Improvement CTA is a prominent card, not floating text
- No misalignment — phone fills left column naturally

Collect:
- Appeals shown as visible gap-px grid cards (not hidden dropdown)
- Each card shows name, platform, amount raised, pledge count, collection rate
- Active appeal has border-l-2 blue indicator
- Platform integration clarity: shows 'Donors redirected to JustGiving' etc
- Educational section: 'Where to share your link' + 'How payment works'
- Explains bank transfer vs JustGiving vs card payment inline

AI model: Stripped all model name comments from code (no user-facing references existed)
---
 .../src/app/api/automations/ai/route.ts       |   2 +-
 .../src/app/dashboard/automations/page.tsx    | 620 ++++++++++--------
 .../src/app/dashboard/collect/page.tsx        | 218 +++---
 pledge-now-pay-later/src/lib/ai.ts            |   4 +-
 temp_files/care/EditCustomer.php              | 277 ++++++++
 temp_files/care/EditDonation.php              | 374 +++++++++++
 .../care/EditScheduledGivingDonation.php      | 313 +++++++++
 .../care/ScheduledGivingDonationPayments.php  | 300 +++++++++
 temp_files/care/StripeRefundService.php       | 157 +++++
 temp_files/care/deploy.py                     | 134 ++++
 temp_files/care/revert_vendor.py              |  27 +
 11 files changed, 2058 insertions(+), 368 deletions(-)
 create mode 100644 temp_files/care/EditCustomer.php
 create mode 100644 temp_files/care/EditDonation.php
 create mode 100644 temp_files/care/EditScheduledGivingDonation.php
 create mode 100644 temp_files/care/ScheduledGivingDonationPayments.php
 create mode 100644 temp_files/care/StripeRefundService.php
 create mode 100644 temp_files/care/deploy.py
 create mode 100644 temp_files/care/revert_vendor.py

diff --git a/pledge-now-pay-later/src/app/api/automations/ai/route.ts b/pledge-now-pay-later/src/app/api/automations/ai/route.ts
index 312c4cb..a76b549 100644
--- a/pledge-now-pay-later/src/app/api/automations/ai/route.ts
+++ b/pledge-now-pay-later/src/app/api/automations/ai/route.ts
@@ -11,7 +11,7 @@ const OPENAI_MODEL = "gpt-4.1-nano"
 async function chat(messages: Array<{ role: string; content: string }>, maxTokens = 600): Promise<string> {
   if (!HAS_AI) return ""
 
-  // Prefer OpenAI (gpt-4.1-nano), fall back to Gemini
+  // Prefer OpenAI, fall back to Gemini
   if (OPENAI_KEY) {
     try {
       const res = await fetch("https://api.openai.com/v1/chat/completions", {
diff --git a/pledge-now-pay-later/src/app/dashboard/automations/page.tsx b/pledge-now-pay-later/src/app/dashboard/automations/page.tsx
index 9329ad5..d41a6ec 100644
--- a/pledge-now-pay-later/src/app/dashboard/automations/page.tsx
+++ b/pledge-now-pay-later/src/app/dashboard/automations/page.tsx
@@ -4,7 +4,7 @@ import { useState, useEffect, useCallback, useRef } from "react"
 import Image from "next/image"
 import {
   Loader2, Check, Send, Trophy, CheckCheck,
-  ChevronDown, Clock, MessageCircle, RefreshCw, Calendar
+  ChevronDown, MessageCircle, RefreshCw, Calendar
 } from "lucide-react"
 import Link from "next/link"
 import { resolvePreview, STEP_META } from "@/lib/templates"
@@ -146,312 +146,364 @@ export default function AutomationsPage() {
   const waConnected = !!channels?.whatsapp
   const delays = [0, config?.step1Delay || 2, config?.step2Delay || 7, config?.step3Delay || 14]
 
+  // Stats for the right column
+  const totalSentAll = templates.reduce((s, t) => s + t.sentCount, 0)
+  const totalConverted = templates.reduce((s, t) => s + t.convertedCount, 0)
+  const overallRate = totalSentAll > 0 ? Math.round((totalConverted / totalSentAll) * 100) : 0
+
   return (
     <div className="space-y-6">
 
-      {/* ── Header ── */}
-      <div>
-        <div className="border-l-2 border-[#F59E0B] pl-3 mb-3">
-          <p className="text-[11px] font-semibold tracking-[0.15em] uppercase text-gray-500">Donor journey</p>
+      {/* ━━ HERO — Full-width, same pattern as landing page ━━━━━━━ */}
+      <div className="grid md:grid-cols-5 gap-0">
+        <div className="md:col-span-2 relative min-h-[180px] md:min-h-[260px] overflow-hidden">
+          <Image
+            src="/images/brand/digital-03-notification-smile.jpg"
+            alt="Young man smiling at his phone — the moment a gentle reminder lands"
+            fill className="object-cover" sizes="(max-width: 768px) 100vw, 40vw"
+            priority
+          />
+        </div>
+        <div className="md:col-span-3 bg-[#111827] p-6 md:p-8 flex flex-col justify-center">
+          <div className="border-l-2 border-[#F59E0B] pl-3 mb-3">
+            <p className="text-[11px] font-semibold tracking-[0.15em] uppercase text-gray-500">Donor journey</p>
+          </div>
+          <h1 className="text-2xl md:text-3xl font-black text-white tracking-tight">
+            What your donors receive
+          </h1>
+          <p className="text-sm text-gray-400 leading-relaxed mt-2 max-w-md">
+            After someone pledges, they get 5 WhatsApp messages — a receipt, a due date nudge, and 3 reminders. Each message includes your bank details and a unique reference. Click any message below to edit&nbsp;it.
+          </p>
+          {!waConnected && (
+            <p className="text-xs text-[#F59E0B] mt-3 font-bold">
+              WhatsApp not connected — <Link href="/dashboard/settings" className="underline hover:text-white">connect in Settings</Link> to start sending.
+            </p>
+          )}
         </div>
-        <h1 className="text-3xl md:text-4xl font-black text-[#111827] tracking-tight">
-          What your donors receive
-        </h1>
-        <p className="text-sm text-gray-500 mt-1">
-          5 messages — a receipt, a due date nudge, and 3 reminders. Click any to edit.
-        </p>
       </div>
 
-      {/* ── WhatsApp status ── */}
-      {!waConnected && (
-        <div className="border-l-2 border-[#F59E0B] pl-4 py-2">
-          <p className="text-sm text-gray-600"><strong className="text-[#111827]">WhatsApp not connected.</strong> Messages start once you <Link href="/dashboard/settings" className="text-[#1E40AF] font-bold hover:underline">connect WhatsApp</Link>.</p>
-        </div>
-      )}
+      {/* ━━ TWO-COLUMN LAYOUT — Phone left, education right ━━━━━━ */}
+      <div className="grid lg:grid-cols-12 gap-6">
 
-      {/* ━━ HERO ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
-          No tech-speak. No model names. No cost breakdowns.
-          This is about what happens for the DONOR, not the engine.
-      ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ */}
-      {neverOptimised ? (
-        /* ── Never tested: invite them to start ── */
-        <div className="grid md:grid-cols-5 gap-0">
-          <div className="md:col-span-2 relative min-h-[200px] md:min-h-[280px] overflow-hidden">
-            <Image
-              src="/images/brand/digital-03-notification-smile.jpg"
-              alt="Young man smiling at his phone — the moment a gentle reminder lands"
-              fill className="object-cover" sizes="(max-width: 768px) 100vw, 40vw"
-            />
-          </div>
-          <div className="md:col-span-3 bg-[#111827] p-8 md:p-10 flex flex-col justify-center">
-            <h2 className="text-2xl md:text-3xl font-black text-white tracking-tight">
-              Messages that improve&nbsp;themselves
-            </h2>
-            <p className="text-sm text-gray-400 leading-relaxed mt-3 max-w-md">
-              We test different versions of each message with your real donors.
-              The one that collects more pledges wins. Automatically. You don&apos;t do anything — they just get better over time.
-            </p>
+        {/* ── LEFT: The WhatsApp conversation ── */}
+        <div className="lg:col-span-7">
+
+          {/* Improvement status bar */}
+          {neverOptimised ? (
             <button onClick={optimiseAll} disabled={aiWorking}
-              className="mt-6 inline-flex items-center justify-center bg-white px-6 py-3 text-sm font-bold text-[#111827] hover:bg-gray-100 transition-colors self-start disabled:opacity-60">
-              {aiWorking
-                ? <><Loader2 className="h-4 w-4 animate-spin mr-2" /> Creating new versions…</>
-                : "Start improving"}
+              className="w-full bg-white border-2 border-[#111827] p-4 mb-4 flex items-center gap-4 hover:bg-gray-50 transition-colors text-left disabled:opacity-60">
+              <div className="w-10 h-10 bg-[#111827] flex items-center justify-center shrink-0">
+                <span className="text-white text-lg font-black">↑</span>
+              </div>
+              <div className="flex-1 min-w-0">
+                <p className="text-sm font-bold text-[#111827]">
+                  {aiWorking ? "Creating new versions…" : "Improve these messages"}
+                </p>
+                <p className="text-xs text-gray-500 mt-0.5">
+                  We&apos;ll test a different version of each message and keep whichever collects more.
+                </p>
+              </div>
+              {aiWorking && <Loader2 className="h-4 w-4 text-[#1E40AF] animate-spin shrink-0" />}
             </button>
+          ) : testsRunning > 0 ? (
+            <div className="bg-[#111827] p-4 mb-4 flex items-center gap-3">
+              <div className="relative shrink-0">
+                <div className="w-2.5 h-2.5 bg-[#60A5FA]" style={{ borderRadius: "50%" }} />
+                <span className="absolute inset-0 w-2.5 h-2.5 bg-[#60A5FA] animate-pulse" style={{ borderRadius: "50%" }} />
+              </div>
+              <div className="flex-1 min-w-0">
+                <p className="text-sm font-bold text-white">Testing {testsRunning} new version{testsRunning > 1 ? "s" : ""}</p>
+                <p className="text-[11px] text-gray-500">The better one wins automatically.</p>
+              </div>
+              {stepsWithoutTest > 0 && (
+                <button onClick={optimiseAll} disabled={aiWorking}
+                  className="shrink-0 border border-gray-600 text-gray-300 px-3 py-1.5 text-[11px] font-bold hover:text-white hover:border-white transition-colors disabled:opacity-50">
+                  {aiWorking ? <Loader2 className="h-3 w-3 animate-spin" /> : `Test ${stepsWithoutTest} more`}
+                </button>
+              )}
+            </div>
+          ) : (
+            <div className="bg-[#111827] p-4 mb-4 flex items-center gap-3">
+              <div className="w-2.5 h-2.5 bg-[#16A34A] shrink-0" style={{ borderRadius: "50%" }} />
+              <div className="flex-1 min-w-0">
+                <p className="text-sm font-bold text-white">Your messages are tuned</p>
+                <p className="text-[11px] text-gray-500">
+                  {stats && stats.total > 0 ? `${stats.total} sent · ${stats.deliveryRate}% delivered` : "Best-performing versions are live."}
+                </p>
+              </div>
+              <button onClick={optimiseAll} disabled={aiWorking}
+                className="shrink-0 border border-gray-600 text-gray-300 px-3 py-1.5 text-[11px] font-bold hover:text-white hover:border-white transition-colors disabled:opacity-50">
+                {aiWorking ? <Loader2 className="h-3 w-3 animate-spin" /> : "Test new versions"}
+              </button>
+            </div>
+          )}
+
+          {/* WhatsApp mockup */}
+          <div className="border border-gray-300 overflow-hidden shadow-lg" style={{ borderRadius: "20px" }}>
+            <div className="bg-[#075E54] px-4 py-3 flex items-center gap-3">
+              <span className="text-white/50 text-sm">←</span>
+              <div className="w-9 h-9 bg-[#128C7E] flex items-center justify-center" style={{ borderRadius: "50%" }}>
+                <MessageCircle className="h-4 w-4 text-white" />
+              </div>
+              <div>
+                <p className="text-white text-sm font-medium">Your charity</p>
+                <p className="text-[10px] text-white/50">Automated messages</p>
+              </div>
+            </div>
+
+            <div className="bg-[#ECE5DD] px-4 py-4 space-y-4" style={{
+              backgroundImage: `url("data:image/svg+xml,%3Csvg width='60' height='60' viewBox='0 0 60 60' xmlns='http://www.w3.org/2000/svg'%3E%3Cg fill='none' fill-rule='evenodd'%3E%3Cg fill='%23000' fill-opacity='0.03'%3E%3Cpath d='M36 34v-4h-2v4h-4v2h4v4h2v-4h4v-2h-4zm0-30V0h-2v4h-4v2h4v4h2V6h4V4h-4zM6 34v-4H4v4H0v2h4v4h2v-4h4v-2H6zM6 4V0H4v4H0v2h4v4h2V6h4V4H6z'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E")`,
+            }}>
+              {STEP_META.map((meta) => {
+                const step = meta.step
+                const a = tpl(step, "A")
+                const b = tpl(step, "B")
+                const isEditing = editing === step
+                const justSaved = saved === step
+                const isRegenning = regenerating === step
+                const previewA = a ? resolvePreview(a.body) : ""
+                const previewB = b ? resolvePreview(b.body) : ""
+                const isConditional = meta.conditional
+                const hasDueDateTemplate = !!a
+                const timeLabel = step === 0 ? "Instantly" : step === 4 ? "On the due date · if set" : step === 1 ? `Day ${delays[1]} · if not paid` : step === 2 ? `Day ${delays[2]} · if not paid` : `Day ${delays[3]} · if not paid`
+                const clockTime = step === 0 ? "09:41" : step === 4 ? "08:00" : step === 1 ? "10:15" : step === 2 ? "09:30" : "11:00"
+                const rateA = a && a.sentCount > 0 ? Math.round((a.convertedCount / a.sentCount) * 100) : 0
+                const rateB = b && b.sentCount > 0 ? Math.round((b.convertedCount / b.sentCount) * 100) : 0
+                const totalSent = (a?.sentCount || 0) + (b?.sentCount || 0)
+                const progress = Math.min(100, Math.round((totalSent / (MIN_SAMPLE * 2)) * 100))
+                const hasEnoughData = (a?.sentCount || 0) >= MIN_SAMPLE && (b?.sentCount || 0) >= MIN_SAMPLE
+                const winner = hasEnoughData ? (rateB > rateA ? "B" : rateA > rateB ? "A" : null) : null
+
+                if (isConditional && !hasDueDateTemplate) return null
+
+                return (
+                  <div key={step}>
+                    <div className="flex justify-center mb-3">
+                      <span className={`text-[10px] px-3 py-1 font-medium shadow-sm flex items-center gap-1.5 ${isConditional ? "bg-[#FEF3C7] text-[#92400E]" : "bg-white/80 text-[#667781]"}`} style={{ borderRadius: "6px" }}>
+                        {isConditional && <Calendar className="h-2.5 w-2.5" />}
+                        {timeLabel}
+                      </span>
+                    </div>
+
+                    {isEditing ? (
+                      <div className="flex justify-end">
+                        <div className="bg-[#DCF8C6] max-w-[90%] w-full shadow-sm" style={{ borderRadius: "8px 0 8px 8px" }}>
+                          <textarea ref={editorRef} value={editBody} onChange={e => setEditBody(e.target.value)}
+                            className="w-full bg-transparent px-3 py-2 text-[13px] leading-[1.6] text-[#303030] resize-y outline-none min-h-[180px] font-mono" />
+                          <div className="px-3 pb-2 flex items-center gap-2">
+                            <button onClick={() => saveEdit(step)} disabled={saving}
+                              className="bg-[#075E54] text-white px-3 py-1.5 text-[10px] font-bold flex items-center gap-1 disabled:opacity-50" style={{ borderRadius: "4px" }}>
+                              {saving ? <Loader2 className="h-2.5 w-2.5 animate-spin" /> : <Check className="h-2.5 w-2.5" />} Save
+                            </button>
+                            <button onClick={() => setEditing(null)} className="text-[10px] text-[#667781]">Cancel</button>
+                            <span className="text-[9px] text-[#667781]/50 ml-auto">{"{{name}} {{amount}} {{payment_block}}"}</span>
+                          </div>
+                        </div>
+                      </div>
+                    ) : b ? (
+                      <div className="flex justify-end">
+                        <div className="max-w-[90%] w-full" style={{ borderRadius: "8px" }}>
+                          <div className="bg-[#075E54] text-white px-3 py-1.5 flex items-center gap-1.5" style={{ borderRadius: "8px 8px 0 0" }}>
+                            <div className="w-1.5 h-1.5 bg-[#60A5FA]" style={{ borderRadius: "50%" }} />
+                            <span className="text-[10px] font-bold flex-1">Testing two versions</span>
+                            {hasEnoughData && winner && (
+                              <span className="text-[9px] bg-[#16A34A]/20 text-[#4ADE80] px-1.5 py-0.5 font-bold flex items-center gap-0.5">
+                                <Trophy className="h-2.5 w-2.5" /> {winner === "B" ? "New" : "Current"} winning
+                              </span>
+                            )}
+                            {!hasEnoughData && <span className="text-[9px] text-white/40">{progress}%</span>}
+                          </div>
+                          <button onClick={() => startEdit(step)} className="w-full bg-[#DCF8C6] p-3 text-left hover:brightness-[0.97] transition-all border-b border-[#075E54]/10">
+                            <div className="flex items-center gap-1 mb-2">
+                              <span className="text-[9px] font-bold text-[#075E54] bg-[#075E54]/10 px-1.5 py-0.5">Current</span>
+                              {a && a.sentCount > 0 && (
+                                <span className={`text-[9px] font-bold ml-auto ${winner === "A" ? "text-[#075E54]" : "text-[#667781]"}`}>
+                                  {rateA}% conversion{winner === "A" && " 🏆"} · {a.convertedCount}/{a.sentCount}
+                                </span>
+                              )}
+                            </div>
+                            <div className="text-[12px] leading-[1.5] text-[#303030]"><WhatsAppFormatted text={previewA} /></div>
+                          </button>
+                          <div className="bg-[#DCF8C6] p-3 relative group">
+                            <div className="flex items-center gap-1 mb-2">
+                              <span className="text-[9px] font-bold text-[#1E40AF] bg-[#1E40AF]/10 px-1.5 py-0.5">New</span>
+                              {b.sentCount > 0 && (
+                                <span className={`text-[9px] font-bold ml-auto ${winner === "B" ? "text-[#075E54]" : "text-[#667781]"}`}>
+                                  {rateB}% conversion{winner === "B" && " 🏆"} · {b.convertedCount}/{b.sentCount}
+                                </span>
+                              )}
+                            </div>
+                            <div className="text-[12px] leading-[1.5] text-[#303030]"><WhatsAppFormatted text={previewB} /></div>
+                            <button onClick={() => regenerateVariant(step)} disabled={isRegenning}
+                              className="absolute top-2 right-2 opacity-0 group-hover:opacity-100 bg-white/90 p-1.5 shadow-sm transition-opacity hover:bg-white disabled:opacity-50"
+                              style={{ borderRadius: "4px" }} title="Try a different version">
+                              {isRegenning ? <Loader2 className="h-3.5 w-3.5 text-[#1E40AF] animate-spin" /> : <RefreshCw className="h-3.5 w-3.5 text-[#1E40AF]" />}
+                            </button>
+                          </div>
+                          <div className="bg-white/60 px-3 py-1.5" style={{ borderRadius: "0 0 8px 8px" }}>
+                            <div className="h-1 bg-gray-200 overflow-hidden" style={{ borderRadius: "2px" }}>
+                              <div className={`h-full transition-all ${hasEnoughData ? "bg-[#16A34A]" : "bg-[#60A5FA]"}`} style={{ width: `${progress}%` }} />
+                            </div>
+                            <p className="text-[9px] text-[#667781] mt-1">
+                              {hasEnoughData
+                                ? winner ? `${winner === "B" ? "New" : "Current"} version converts ${Math.abs(rateB - rateA)}% better` : "Too close to call — need more data"
+                                : `${totalSent} of ${MIN_SAMPLE * 2} sends needed`}
+                            </p>
+                          </div>
+                        </div>
+                      </div>
+                    ) : (
+                      <div className="flex justify-end">
+                        <button onClick={() => startEdit(step)}
+                          className="bg-[#DCF8C6] max-w-[88%] px-3 py-2 text-left text-[13px] leading-[1.5] text-[#303030] relative shadow-sm cursor-pointer hover:brightness-[0.97] transition-all"
+                          style={{ borderRadius: "8px 0 8px 8px" }}>
+                          {justSaved && (
+                            <div className="absolute -top-2 -right-2 w-5 h-5 bg-[#25D366] flex items-center justify-center" style={{ borderRadius: "50%" }}>
+                              <Check className="h-3 w-3 text-white" />
+                            </div>
+                          )}
+                          <WhatsAppFormatted text={previewA} />
+                          <div className="flex items-center justify-end gap-1 mt-1 -mb-0.5">
+                            <span className="text-[9px] text-[#667781]">{clockTime}</span>
+                            <CheckCheck className="h-3 w-3 text-[#53BDEB]" />
+                          </div>
+                        </button>
+                      </div>
+                    )}
+                  </div>
+                )
+              })}
+            </div>
+
+            <div className="bg-[#F0F0F0] px-3 py-2 flex items-center gap-2">
+              <div className="flex-1 bg-white px-4 py-2 text-[11px] text-[#667781]" style={{ borderRadius: "20px" }}>
+                Donors can reply: PAID · HELP · CANCEL
+              </div>
+              <div className="w-9 h-9 bg-[#075E54] flex items-center justify-center shrink-0" style={{ borderRadius: "50%" }}>
+                <Send className="h-4 w-4 text-white ml-0.5" />
+              </div>
+            </div>
           </div>
-        </div>
-      ) : testsRunning > 0 ? (
-        /* ── Tests running: quiet confidence ── */
-        <div className="bg-[#111827] p-5 flex items-center gap-4">
-          <div className="relative shrink-0">
-            <div className="w-2.5 h-2.5 bg-[#60A5FA]" style={{ borderRadius: "50%" }} />
-            <span className="absolute inset-0 w-2.5 h-2.5 bg-[#60A5FA] animate-pulse" style={{ borderRadius: "50%" }} />
-          </div>
-          <div className="flex-1 min-w-0">
-            <p className="text-sm font-bold text-white">Testing {testsRunning} new version{testsRunning > 1 ? "s" : ""}</p>
-            <p className="text-[11px] text-gray-500 mt-0.5">The version that converts more donors wins automatically.</p>
-          </div>
-          {stepsWithoutTest > 0 && (
-            <button onClick={optimiseAll} disabled={aiWorking}
-              className="shrink-0 border border-gray-600 text-gray-300 px-3 py-1.5 text-[11px] font-bold hover:text-white hover:border-white transition-colors disabled:opacity-50">
-              {aiWorking ? <Loader2 className="h-3 w-3 animate-spin" /> : `Test ${stepsWithoutTest} more`}
+
+          {/* Pick winners */}
+          {testsRunning > 0 && (
+            <button onClick={pickWinnersAndContinue} disabled={aiWorking}
+              className="w-full mt-4 bg-[#111827] text-white py-3 text-sm font-bold flex items-center justify-center gap-2 hover:bg-gray-800 transition-colors disabled:opacity-50">
+              {aiWorking
+                ? <><Loader2 className="h-3.5 w-3.5 animate-spin" /> Picking winners…</>
+                : <><Trophy className="h-3.5 w-3.5" /> Pick the best &amp; test new ones</>}
             </button>
           )}
         </div>
-      ) : (
-        /* ── All optimised: show results ── */
-        <div className="bg-[#111827] p-5 flex items-center gap-4">
-          <div className="w-2.5 h-2.5 bg-[#16A34A] shrink-0" style={{ borderRadius: "50%" }} />
-          <div className="flex-1 min-w-0">
-            <p className="text-sm font-bold text-white">Your messages are tuned</p>
-            <p className="text-[11px] text-gray-500 mt-0.5">
-              {stats && stats.total > 0 ? `${stats.total} sent · ${stats.deliveryRate}% delivered` : "Best-performing versions are live."}
-            </p>
-          </div>
-          <button onClick={optimiseAll} disabled={aiWorking}
-            className="shrink-0 border border-gray-600 text-gray-300 px-3 py-1.5 text-[11px] font-bold hover:text-white hover:border-white transition-colors disabled:opacity-50">
-            {aiWorking ? <Loader2 className="h-3 w-3 animate-spin" /> : "Test new versions"}
-          </button>
-        </div>
-      )}
 
-      {/* ━━ THE CONVERSATION ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
-          Full messages always visible. No truncation.
-          A/B tests stack vertically — Current on top, New below.
-      ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ */}
-      <div className="max-w-lg mx-auto">
-        <div className="border border-gray-300 overflow-hidden shadow-lg" style={{ borderRadius: "20px" }}>
+        {/* ── RIGHT: Education + context — the landing page voice ── */}
+        <div className="lg:col-span-5 space-y-6">
 
-          {/* WhatsApp header */}
-          <div className="bg-[#075E54] px-4 py-3 flex items-center gap-3">
-            <span className="text-white/50 text-sm">←</span>
-            <div className="w-9 h-9 bg-[#128C7E] flex items-center justify-center" style={{ borderRadius: "50%" }}>
-              <MessageCircle className="h-4 w-4 text-white" />
+          {/* How it works — numbered steps like landing page */}
+          <div className="border border-gray-200 bg-white">
+            <div className="border-b border-gray-100 px-5 py-3">
+              <h3 className="text-sm font-bold text-[#111827]">How it works</h3>
             </div>
-            <div>
-              <p className="text-white text-sm font-medium">Your charity</p>
-              <p className="text-[10px] text-white/50">Automated messages</p>
-            </div>
-          </div>
-
-          {/* Chat */}
-          <div className="bg-[#ECE5DD] px-4 py-4 space-y-4" style={{
-            backgroundImage: `url("data:image/svg+xml,%3Csvg width='60' height='60' viewBox='0 0 60 60' xmlns='http://www.w3.org/2000/svg'%3E%3Cg fill='none' fill-rule='evenodd'%3E%3Cg fill='%23000' fill-opacity='0.03'%3E%3Cpath d='M36 34v-4h-2v4h-4v2h4v4h2v-4h4v-2h-4zm0-30V0h-2v4h-4v2h4v4h2V6h4V4h-4zM6 34v-4H4v4H0v2h4v4h2v-4h4v-2H6zM6 4V0H4v4H0v2h4v4h2V6h4V4H6z'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E")`,
-          }}>
-            {STEP_META.map((meta) => {
-              const step = meta.step
-              const a = tpl(step, "A")
-              const b = tpl(step, "B")
-              const isEditing = editing === step
-              const justSaved = saved === step
-              const isRegenning = regenerating === step
-              const previewA = a ? resolvePreview(a.body) : ""
-              const previewB = b ? resolvePreview(b.body) : ""
-
-              const isConditional = meta.conditional
-              const hasDueDateTemplate = !!a
-
-              const timeLabel = step === 0 ? "Instantly" :
-                step === 4 ? "On the due date · if set" :
-                step === 1 ? `Day ${delays[1]} · if not paid` :
-                step === 2 ? `Day ${delays[2]} · if not paid` :
-                `Day ${delays[3]} · if not paid`
-
-              const clockTime = step === 0 ? "09:41" : step === 4 ? "08:00" : step === 1 ? "10:15" : step === 2 ? "09:30" : "11:00"
-
-              const rateA = a && a.sentCount > 0 ? Math.round((a.convertedCount / a.sentCount) * 100) : 0
-              const rateB = b && b.sentCount > 0 ? Math.round((b.convertedCount / b.sentCount) * 100) : 0
-              const totalSent = (a?.sentCount || 0) + (b?.sentCount || 0)
-              const progress = Math.min(100, Math.round((totalSent / (MIN_SAMPLE * 2)) * 100))
-              const hasEnoughData = (a?.sentCount || 0) >= MIN_SAMPLE && (b?.sentCount || 0) >= MIN_SAMPLE
-              const winner = hasEnoughData ? (rateB > rateA ? "B" : rateA > rateB ? "A" : null) : null
-
-              if (isConditional && !hasDueDateTemplate) return null
-
-              return (
-                <div key={step}>
-                  {/* Timestamp */}
-                  <div className="flex justify-center mb-3">
-                    <span className={`text-[10px] px-3 py-1 font-medium shadow-sm flex items-center gap-1.5 ${isConditional ? "bg-[#FEF3C7] text-[#92400E]" : "bg-white/80 text-[#667781]"}`} style={{ borderRadius: "6px" }}>
-                      {isConditional && <Calendar className="h-2.5 w-2.5" />}
-                      {timeLabel}
-                    </span>
+            <div className="divide-y divide-gray-50">
+              {[
+                { n: "01", title: "Someone pledges", desc: "They scan your QR code or tap your link. Amount, Gift Aid, Zakat — done in 60 seconds." },
+                { n: "02", title: "They get a receipt", desc: "Instantly. With your bank details and a unique reference so you can match their payment." },
+                { n: "03", title: "Gentle reminders", desc: "Day 2, day 7, day 14 — if they haven't paid. Warm, never pushy. They can reply PAID anytime." },
+                { n: "04", title: "Messages improve", desc: "We test different versions and keep whichever converts more pledges into payments. Automatically." },
+                { n: "05", title: "You do nothing", desc: "Receipts, reminders, follow-ups — all handled. You focus on the next event." },
+              ].map(s => (
+                <div key={s.n} className="px-5 py-3 flex gap-3">
+                  <span className="text-lg font-black text-gray-200 shrink-0 w-6">{s.n}</span>
+                  <div>
+                    <p className="text-xs font-bold text-[#111827]">{s.title}</p>
+                    <p className="text-[11px] text-gray-500 leading-relaxed mt-0.5">{s.desc}</p>
                   </div>
-
-                  {isEditing ? (
-                    /* ── EDITING ── */
-                    <div className="flex justify-end">
-                      <div className="bg-[#DCF8C6] max-w-[90%] w-full shadow-sm" style={{ borderRadius: "8px 0 8px 8px" }}>
-                        <textarea ref={editorRef} value={editBody} onChange={e => setEditBody(e.target.value)}
-                          className="w-full bg-transparent px-3 py-2 text-[13px] leading-[1.6] text-[#303030] resize-y outline-none min-h-[180px] font-mono" />
-                        <div className="px-3 pb-2 flex items-center gap-2">
-                          <button onClick={() => saveEdit(step)} disabled={saving}
-                            className="bg-[#075E54] text-white px-3 py-1.5 text-[10px] font-bold flex items-center gap-1 disabled:opacity-50" style={{ borderRadius: "4px" }}>
-                            {saving ? <Loader2 className="h-2.5 w-2.5 animate-spin" /> : <Check className="h-2.5 w-2.5" />} Save
-                          </button>
-                          <button onClick={() => setEditing(null)} className="text-[10px] text-[#667781]">Cancel</button>
-                          <span className="text-[9px] text-[#667781]/50 ml-auto">{"{{name}} {{amount}} {{payment_block}}"}</span>
-                        </div>
-                      </div>
-                    </div>
-                  ) : b ? (
-                    /* ── A/B TEST — Two versions, stacked ── */
-                    <div className="flex justify-end">
-                      <div className="max-w-[90%] w-full" style={{ borderRadius: "8px" }}>
-                        {/* Header bar */}
-                        <div className="bg-[#075E54] text-white px-3 py-1.5 flex items-center gap-1.5" style={{ borderRadius: "8px 8px 0 0" }}>
-                          <div className="w-1.5 h-1.5 bg-[#60A5FA]" style={{ borderRadius: "50%" }} />
-                          <span className="text-[10px] font-bold flex-1">Testing two versions</span>
-                          {hasEnoughData && winner && (
-                            <span className="text-[9px] bg-[#16A34A]/20 text-[#4ADE80] px-1.5 py-0.5 font-bold flex items-center gap-0.5">
-                              <Trophy className="h-2.5 w-2.5" /> {winner === "B" ? "New" : "Current"} winning
-                            </span>
-                          )}
-                          {!hasEnoughData && <span className="text-[9px] text-white/40">{progress}%</span>}
-                        </div>
-
-                        {/* Variant A — Current (full message) */}
-                        <button onClick={() => startEdit(step)} className="w-full bg-[#DCF8C6] p-3 text-left hover:brightness-[0.97] transition-all border-b border-[#075E54]/10">
-                          <div className="flex items-center gap-1 mb-2">
-                            <span className="text-[9px] font-bold text-[#075E54] bg-[#075E54]/10 px-1.5 py-0.5">Current</span>
-                            {a && a.sentCount > 0 && (
-                              <span className={`text-[9px] font-bold ml-auto ${winner === "A" ? "text-[#075E54]" : "text-[#667781]"}`}>
-                                {rateA}% conversion{winner === "A" && " 🏆"} · {a.convertedCount}/{a.sentCount}
-                              </span>
-                            )}
-                          </div>
-                          <div className="text-[12px] leading-[1.5] text-[#303030]">
-                            <WhatsAppFormatted text={previewA} />
-                          </div>
-                        </button>
-
-                        {/* Variant B — New (full message) */}
-                        <div className="bg-[#DCF8C6] p-3 relative group">
-                          <div className="flex items-center gap-1 mb-2">
-                            <span className="text-[9px] font-bold text-[#1E40AF] bg-[#1E40AF]/10 px-1.5 py-0.5">
-                              New
-                            </span>
-                            {b.sentCount > 0 && (
-                              <span className={`text-[9px] font-bold ml-auto ${winner === "B" ? "text-[#075E54]" : "text-[#667781]"}`}>
-                                {rateB}% conversion{winner === "B" && " 🏆"} · {b.convertedCount}/{b.sentCount}
-                              </span>
-                            )}
-                          </div>
-                          <div className="text-[12px] leading-[1.5] text-[#303030]">
-                            <WhatsAppFormatted text={previewB} />
-                          </div>
-                          {/* Regenerate */}
-                          <button onClick={() => regenerateVariant(step)} disabled={isRegenning}
-                            className="absolute top-2 right-2 opacity-0 group-hover:opacity-100 bg-white/90 p-1.5 shadow-sm transition-opacity hover:bg-white disabled:opacity-50"
-                            style={{ borderRadius: "4px" }} title="Try a different version">
-                            {isRegenning ? <Loader2 className="h-3.5 w-3.5 text-[#1E40AF] animate-spin" /> : <RefreshCw className="h-3.5 w-3.5 text-[#1E40AF]" />}
-                          </button>
-                        </div>
-
-                        {/* Progress bar */}
-                        <div className="bg-white/60 px-3 py-1.5" style={{ borderRadius: "0 0 8px 8px" }}>
-                          <div className="h-1 bg-gray-200 overflow-hidden" style={{ borderRadius: "2px" }}>
-                            <div className={`h-full transition-all ${hasEnoughData ? "bg-[#16A34A]" : "bg-[#60A5FA]"}`} style={{ width: `${progress}%` }} />
-                          </div>
-                          <p className="text-[9px] text-[#667781] mt-1">
-                            {hasEnoughData
-                              ? winner ? `${winner === "B" ? "New" : "Current"} version converts ${Math.abs(rateB - rateA)}% better` : "Too close to call — need more data"
-                              : `${totalSent} of ${MIN_SAMPLE * 2} sends needed`}
-                          </p>
-                        </div>
-                      </div>
-                    </div>
-                  ) : (
-                    /* ── NORMAL MESSAGE (full, no truncation) ── */
-                    <div className="flex justify-end">
-                      <button onClick={() => startEdit(step)}
-                        className="bg-[#DCF8C6] max-w-[88%] px-3 py-2 text-left text-[13px] leading-[1.5] text-[#303030] relative shadow-sm cursor-pointer hover:brightness-[0.97] transition-all"
-                        style={{ borderRadius: "8px 0 8px 8px" }}>
-                        {justSaved && (
-                          <div className="absolute -top-2 -right-2 w-5 h-5 bg-[#25D366] flex items-center justify-center" style={{ borderRadius: "50%" }}>
-                            <Check className="h-3 w-3 text-white" />
-                          </div>
-                        )}
-                        <WhatsAppFormatted text={previewA} />
-                        <div className="flex items-center justify-end gap-1 mt-1 -mb-0.5">
-                          <span className="text-[9px] text-[#667781]">{clockTime}</span>
-                          <CheckCheck className="h-3 w-3 text-[#53BDEB]" />
-                        </div>
-                      </button>
-                    </div>
-                  )}
                 </div>
-              )
-            })}
-          </div>
-
-          {/* Input bar */}
-          <div className="bg-[#F0F0F0] px-3 py-2 flex items-center gap-2">
-            <div className="flex-1 bg-white px-4 py-2 text-[11px] text-[#667781]" style={{ borderRadius: "20px" }}>
-              Donors can reply: PAID · HELP · CANCEL
-            </div>
-            <div className="w-9 h-9 bg-[#075E54] flex items-center justify-center shrink-0" style={{ borderRadius: "50%" }}>
-              <Send className="h-4 w-4 text-white ml-0.5" />
+              ))}
             </div>
           </div>
-        </div>
-      </div>
 
-      {/* ── Pick winners ── */}
-      {testsRunning > 0 && (
-        <div className="max-w-lg mx-auto">
-          <button onClick={pickWinnersAndContinue} disabled={aiWorking}
-            className="w-full bg-[#111827] text-white py-3 text-sm font-bold flex items-center justify-center gap-2 hover:bg-gray-800 transition-colors disabled:opacity-50">
-            {aiWorking
-              ? <><Loader2 className="h-3.5 w-3.5 animate-spin" /> Picking winners…</>
-              : <><Trophy className="h-3.5 w-3.5" /> Pick the best &amp; test new ones</>}
-          </button>
-        </div>
-      )}
-
-      {/* ── Timing ── */}
-      <div className="max-w-lg mx-auto">
-        <button onClick={() => setShowTiming(!showTiming)}
-          className="flex items-center gap-2 text-[11px] text-gray-400 hover:text-gray-600 transition-colors py-1 font-semibold tracking-wide uppercase">
-          <Clock className="h-3 w-3" /> Change timing
-          <ChevronDown className={`h-3 w-3 transition-transform ${showTiming ? "rotate-180" : ""}`} />
-        </button>
-        {showTiming && (
-          <div className="grid grid-cols-3 gap-px bg-gray-200 mt-3">
-            {[
-              { label: "First reminder", key: "step1Delay", value: config?.step1Delay || 2 },
-              { label: "Second reminder", key: "step2Delay", value: config?.step2Delay || 7 },
-              { label: "Final reminder", key: "step3Delay", value: config?.step3Delay || 14 },
-            ].map(t => (
-              <div key={t.key} className="bg-white p-4">
-                <p className="text-[10px] font-bold text-gray-400 uppercase tracking-wide mb-2">{t.label}</p>
-                <select value={t.value} onChange={e => saveTiming(t.key, parseInt(e.target.value))}
-                  className="w-full border-2 border-gray-200 px-2 py-1.5 text-xs font-bold text-[#111827] bg-white focus:border-[#1E40AF] outline-none">
-                  {[1, 2, 3, 5, 7, 10, 14, 21, 28].map(d => <option key={d} value={d}>Day {d}</option>)}
-                </select>
+          {/* Performance — if there's data */}
+          {totalSentAll > 0 && (
+            <div className="bg-white border border-gray-200">
+              <div className="border-b border-gray-100 px-5 py-3">
+                <h3 className="text-sm font-bold text-[#111827]">Performance</h3>
               </div>
-            ))}
+              <div className="grid grid-cols-3 gap-px bg-gray-200">
+                <div className="bg-white p-4 text-center">
+                  <p className="text-xl font-black text-[#111827]">{totalSentAll}</p>
+                  <p className="text-[9px] text-gray-500 mt-0.5">Messages sent</p>
+                </div>
+                <div className="bg-white p-4 text-center">
+                  <p className="text-xl font-black text-[#16A34A]">{totalConverted}</p>
+                  <p className="text-[9px] text-gray-500 mt-0.5">Pledges collected</p>
+                </div>
+                <div className="bg-white p-4 text-center">
+                  <p className="text-xl font-black text-[#111827]">{overallRate}%</p>
+                  <p className="text-[9px] text-gray-500 mt-0.5">Conversion rate</p>
+                </div>
+              </div>
+            </div>
+          )}
+
+          {/* Timing controls — always visible in the right column */}
+          <div className="bg-white border border-gray-200">
+            <button onClick={() => setShowTiming(!showTiming)}
+              className="w-full px-5 py-3 flex items-center justify-between text-left border-b border-gray-100">
+              <h3 className="text-sm font-bold text-[#111827]">Reminder timing</h3>
+              <ChevronDown className={`h-4 w-4 text-gray-400 transition-transform ${showTiming ? "rotate-180" : ""}`} />
+            </button>
+            {showTiming ? (
+              <div className="p-5 space-y-4">
+                {[
+                  { label: "First reminder", key: "step1Delay", value: config?.step1Delay || 2, desc: "Gentle check-in" },
+                  { label: "Second reminder", key: "step2Delay", value: config?.step2Delay || 7, desc: "Shows impact of their gift" },
+                  { label: "Final reminder", key: "step3Delay", value: config?.step3Delay || 14, desc: "Last message — no guilt, easy cancel" },
+                ].map(t => (
+                  <div key={t.key} className="flex items-center justify-between gap-3">
+                    <div>
+                      <p className="text-xs font-bold text-[#111827]">{t.label}</p>
+                      <p className="text-[10px] text-gray-400">{t.desc}</p>
+                    </div>
+                    <select value={t.value} onChange={e => saveTiming(t.key, parseInt(e.target.value))}
+                      className="border-2 border-gray-200 px-2 py-1.5 text-xs font-bold text-[#111827] bg-white focus:border-[#1E40AF] outline-none w-24">
+                      {[1, 2, 3, 5, 7, 10, 14, 21, 28].map(d => <option key={d} value={d}>Day {d}</option>)}
+                    </select>
+                  </div>
+                ))}
+              </div>
+            ) : (
+              <div className="px-5 py-3 text-xs text-gray-400">
+                Day {config?.step1Delay || 2} → Day {config?.step2Delay || 7} → Day {config?.step3Delay || 14}
+              </div>
+            )}
           </div>
-        )}
+
+          {/* What donors can reply */}
+          <div className="border-l-2 border-[#25D366] pl-4 space-y-2">
+            <p className="text-xs font-bold text-[#111827]">Donors can reply to any message</p>
+            <div className="space-y-1.5">
+              {[
+                { cmd: "PAID", desc: "Marks their pledge as \"said they paid\" — you confirm via bank statement" },
+                { cmd: "HELP", desc: "Sends them your bank details and reference again" },
+                { cmd: "CANCEL", desc: "Cancels their pledge and stops all messages immediately" },
+              ].map(c => (
+                <div key={c.cmd} className="flex items-start gap-2">
+                  <code className="text-[10px] font-mono font-bold text-[#111827] bg-gray-100 px-1.5 py-0.5 shrink-0">{c.cmd}</code>
+                  <p className="text-[10px] text-gray-500 leading-relaxed">{c.desc}</p>
+                </div>
+              ))}
+            </div>
+          </div>
+
+          {/* Tips */}
+          <div className="border-l-2 border-[#1E40AF] pl-4 space-y-1.5">
+            <p className="text-xs font-bold text-[#111827]">Tips for better collection rates</p>
+            <p className="text-[10px] text-gray-500">Keep messages short — 3 lines converts better than 10.</p>
+            <p className="text-[10px] text-gray-500">Always include the reference — donors need it to pay.</p>
+            <p className="text-[10px] text-gray-500">The final message should make cancelling as easy as paying — no guilt means more trust next time.</p>
+          </div>
+        </div>
       </div>
     </div>
   )
diff --git a/pledge-now-pay-later/src/app/dashboard/collect/page.tsx b/pledge-now-pay-later/src/app/dashboard/collect/page.tsx
index aad40ab..e865135 100644
--- a/pledge-now-pay-later/src/app/dashboard/collect/page.tsx
+++ b/pledge-now-pay-later/src/app/dashboard/collect/page.tsx
@@ -4,7 +4,7 @@ import { useState, useEffect, useCallback } from "react"
 import { formatPence } from "@/lib/utils"
 import {
   Plus, Copy, Check, Loader2, MessageCircle, Share2, Mail,
-  Download, ExternalLink, Users, Trophy, ChevronDown, Link2,
+  Download, ExternalLink, Users, Trophy, Link2,
   ArrowRight, QrCode as QrCodeIcon
 } from "lucide-react"
 import Image from "next/image"
@@ -64,8 +64,6 @@ export default function CollectPage() {
   const [appealTarget, setAppealTarget] = useState("")
   const [creatingAppeal, setCreatingAppeal] = useState(false)
 
-  const [eventSwitcherOpen, setEventSwitcherOpen] = useState(false)
-
   const baseUrl = typeof window !== "undefined" ? window.location.origin : ""
 
   // Load events
@@ -246,78 +244,100 @@ export default function CollectPage() {
         </div>
       </div>
 
-      {/* ── Appeal context (quiet for single, selector for multi) ── */}
-      <div className="flex items-start justify-between gap-4">
-        <div className="flex-1 min-w-0">
-          {events.length === 1 ? (
-            <p className="text-sm font-bold text-[#111827]">{activeEvent?.name}</p>
-          ) : (
-            <div className="relative mt-1">
-              <button
-                onClick={() => setEventSwitcherOpen(!eventSwitcherOpen)}
-                className="inline-flex items-center gap-1.5 text-sm font-bold text-[#1E40AF] hover:underline"
-              >
-                {activeEvent?.name} <ChevronDown className={`h-3.5 w-3.5 transition-transform ${eventSwitcherOpen ? "rotate-180" : ""}`} />
-              </button>
-              {eventSwitcherOpen && (
-                <div className="absolute z-20 mt-1 bg-white border border-gray-200 shadow-lg w-72 max-h-64 overflow-y-auto">
-                  {events.map(ev => (
-                    <button
-                      key={ev.id}
-                      onClick={() => { setActiveEventId(ev.id); setEventSwitcherOpen(false) }}
-                      className={`w-full text-left px-4 py-3 flex items-center justify-between hover:bg-gray-50 transition-colors ${ev.id === activeEventId ? "bg-[#1E40AF]/5" : ""}`}
-                    >
-                      <div>
-                        <p className="text-sm font-medium text-[#111827]">{ev.name}</p>
-                        <p className="text-[10px] text-gray-500">{ev.pledgeCount} pledges · {formatPence(ev.totalPledged)}</p>
-                      </div>
-                      {ev.id === activeEventId && <Check className="h-4 w-4 text-[#1E40AF]" />}
-                    </button>
-                  ))}
-                  <button
-                    onClick={() => { setShowNewAppeal(true); setEventSwitcherOpen(false) }}
-                    className="w-full text-left px-4 py-3 border-t border-gray-100 text-sm font-semibold text-[#1E40AF] hover:bg-gray-50 flex items-center gap-1.5"
-                  >
-                    <Plus className="h-3.5 w-3.5" /> New appeal
-                  </button>
-                </div>
-              )}
-            </div>
-          )}
-        </div>
-
-        <div className="flex gap-2">
-          {events.length === 1 && (
-            <button onClick={() => setShowNewAppeal(true)} className="text-xs font-semibold text-gray-500 hover:text-[#111827] border border-gray-200 px-3 py-1.5 transition-colors">
-              + New appeal
+      {/* ── Appeals as visible cards (not hidden in a dropdown) ── */}
+      {events.length > 1 && (
+        <div className="space-y-2">
+          <div className="flex items-center justify-between">
+            <h2 className="text-sm font-bold text-[#111827]">Your appeals ({events.length})</h2>
+            <button onClick={() => setShowNewAppeal(true)} className="text-xs font-semibold text-[#1E40AF] hover:underline flex items-center gap-1">
+              <Plus className="h-3 w-3" /> New appeal
             </button>
-          )}
-          <button
-            onClick={() => setShowCreate(true)}
-            className="inline-flex items-center gap-1.5 bg-[#111827] px-4 py-2 text-sm font-bold text-white hover:bg-gray-800 transition-colors"
-          >
-            <Plus className="h-4 w-4" /> New Link
-          </button>
-        </div>
-      </div>
-
-      {/* ── Appeal stats (compact — the appeal is context, not hero) ── */}
-      {activeEvent && (
-        <div className="grid grid-cols-4 gap-px bg-gray-200">
-          {[
-            { value: String(activeEvent.pledgeCount), label: "Pledges" },
-            { value: formatPence(activeEvent.totalPledged), label: "Promised" },
-            { value: formatPence(activeEvent.totalCollected), label: "Received", accent: "text-[#16A34A]" },
-            { value: String(sources.length), label: "Links" },
-          ].map(stat => (
-            <div key={stat.label} className="bg-white p-3 md:p-4">
-              <p className={`text-lg md:text-xl font-black tracking-tight ${stat.accent || "text-[#111827]"}`}>{stat.value}</p>
-              <p className="text-[10px] text-gray-500">{stat.label}</p>
-            </div>
-          ))}
+          </div>
+          <div className="grid md:grid-cols-2 lg:grid-cols-3 gap-px bg-gray-200">
+            {events.map(ev => {
+              const isSelected = ev.id === activeEventId
+              const rate = ev.totalPledged > 0 ? Math.round((ev.totalCollected / ev.totalPledged) * 100) : 0
+              const platformLabel = ev.externalPlatform
+                ? ev.externalPlatform.charAt(0).toUpperCase() + ev.externalPlatform.slice(1)
+                : ev.paymentMode === "self" ? "Bank transfer" : "Bank transfer"
+              return (
+                <button
+                  key={ev.id}
+                  onClick={() => setActiveEventId(ev.id)}
+                  className={`bg-white p-4 text-left hover:bg-gray-50 transition-colors ${isSelected ? "border-l-2 border-[#1E40AF]" : ""}`}
+                >
+                  <div className="flex items-start justify-between gap-2">
+                    <div className="min-w-0">
+                      <p className={`text-sm font-bold truncate ${isSelected ? "text-[#1E40AF]" : "text-[#111827]"}`}>{ev.name}</p>
+                      <p className="text-[10px] text-gray-500 mt-0.5">{platformLabel}</p>
+                    </div>
+                    {isSelected && <div className="w-2 h-2 bg-[#1E40AF] shrink-0 mt-1.5" />}
+                  </div>
+                  <div className="flex items-center gap-3 mt-3">
+                    <div>
+                      <p className="text-lg font-black text-[#111827]">{formatPence(ev.totalPledged)}</p>
+                      <p className="text-[9px] text-gray-400">raised</p>
+                    </div>
+                    <div className="text-right ml-auto">
+                      <p className="text-xs font-bold text-[#111827]">{ev.pledgeCount} pledges</p>
+                      <p className="text-[9px] text-gray-400">{rate}% collected</p>
+                    </div>
+                  </div>
+                </button>
+              )
+            })}
+          </div>
         </div>
       )}
 
+      {/* Single appeal: show name + new appeal button */}
+      {events.length === 1 && (
+        <div className="flex items-center justify-between">
+          <p className="text-sm font-bold text-[#111827]">{activeEvent?.name}</p>
+          <button onClick={() => setShowNewAppeal(true)} className="text-xs font-semibold text-gray-400 hover:text-[#111827] border border-gray-200 px-3 py-1.5 transition-colors">
+            + New appeal
+          </button>
+        </div>
+      )}
+
+      {/* ── Appeal stats + payment method clarity ── */}
+      {activeEvent && (
+        <div>
+          <div className="grid grid-cols-4 gap-px bg-gray-200">
+            {[
+              { value: String(activeEvent.pledgeCount), label: "Pledges" },
+              { value: formatPence(activeEvent.totalPledged), label: "Promised" },
+              { value: formatPence(activeEvent.totalCollected), label: "Received", accent: "text-[#16A34A]" },
+              { value: String(sources.length), label: "Links" },
+            ].map(stat => (
+              <div key={stat.label} className="bg-white p-3 md:p-4">
+                <p className={`text-lg md:text-xl font-black tracking-tight ${stat.accent || "text-[#111827]"}`}>{stat.value}</p>
+                <p className="text-[10px] text-gray-500">{stat.label}</p>
+              </div>
+            ))}
+          </div>
+          {/* Payment method indicator — so users know how their platform works */}
+          {activeEvent.externalPlatform && activeEvent.externalUrl && (
+            <div className="border-l-2 border-[#1E40AF] bg-[#1E40AF]/5 p-3 mt-2 flex items-center gap-2">
+              <ExternalLink className="h-3.5 w-3.5 text-[#1E40AF] shrink-0" />
+              <p className="text-xs text-gray-600">
+                Donors are redirected to <strong className="text-[#111827]">{activeEvent.externalPlatform.charAt(0).toUpperCase() + activeEvent.externalPlatform.slice(1)}</strong> to pay
+              </p>
+            </div>
+          )}
+        </div>
+      )}
+
+      {/* ── New Link button ── */}
+      <div className="flex justify-end">
+        <button
+          onClick={() => setShowCreate(true)}
+          className="inline-flex items-center gap-1.5 bg-[#111827] px-4 py-2 text-sm font-bold text-white hover:bg-gray-800 transition-colors"
+        >
+          <Plus className="h-4 w-4" /> New Link
+        </button>
+      </div>
+
       {/* ── Inline "create link" — fast, no dialog ── */}
       {showCreate && (
         <div className="bg-white border-2 border-[#1E40AF] p-4 space-y-3">
@@ -434,18 +454,54 @@ export default function CollectPage() {
         </div>
       )}
 
-      {/* ── Tips (only show when they have links but few pledges) ── */}
-      {sources.length > 0 && sources.reduce((s, l) => s + l.pledgeCount, 0) < 5 && (
+      {/* ── How it works — landing page style education ── */}
+      <div className="grid md:grid-cols-2 gap-6 mt-2">
+        {/* Tips */}
         <div className="border-l-2 border-[#1E40AF] pl-4 space-y-2">
-          <p className="text-xs font-bold text-[#111827]">Tips to get more pledges</p>
-          <ul className="text-xs text-gray-600 space-y-1.5">
-            <li className="flex items-start gap-2"><span className="text-[#1E40AF] font-bold shrink-0">01</span> Give each volunteer their own link — friendly competition works</li>
-            <li className="flex items-start gap-2"><span className="text-[#1E40AF] font-bold shrink-0">02</span> Put the QR code on each table at your event</li>
-            <li className="flex items-start gap-2"><span className="text-[#1E40AF] font-bold shrink-0">03</span> Share directly to WhatsApp groups — it takes 1 tap for them to pledge</li>
-            <li className="flex items-start gap-2"><span className="text-[#1E40AF] font-bold shrink-0">04</span> Post the link on your Instagram or Facebook story</li>
-          </ul>
+          <p className="text-xs font-bold text-[#111827]">Where to share your link</p>
+          <div className="space-y-1.5">
+            {[
+              { n: "01", text: "Print the QR code on each table at your event" },
+              { n: "02", text: "Send the link to WhatsApp groups — one tap to pledge" },
+              { n: "03", text: "Post it on Instagram or Facebook stories" },
+              { n: "04", text: "Give each volunteer their own link — friendly competition works" },
+              { n: "05", text: "Add it to your email newsletter or website" },
+            ].map(t => (
+              <div key={t.n} className="flex items-start gap-2">
+                <span className="text-[#1E40AF] font-bold text-xs shrink-0">{t.n}</span>
+                <p className="text-xs text-gray-600">{t.text}</p>
+              </div>
+            ))}
+          </div>
         </div>
-      )}
+
+        {/* How platforms work */}
+        <div className="border-l-2 border-[#F59E0B] pl-4 space-y-2">
+          <p className="text-xs font-bold text-[#111827]">How payment works</p>
+          <p className="text-[11px] text-gray-500 leading-relaxed">
+            When someone pledges, they see your payment details with a unique reference.
+            Depending on how you set up your appeal:
+          </p>
+          <div className="space-y-1.5">
+            {[
+              { label: "Bank transfer", desc: "Donor sees your sort code and account number" },
+              { label: "JustGiving / LaunchGood", desc: "Donor is redirected to your fundraising page" },
+              { label: "Card payment", desc: "Donor pays by Visa, Mastercard, or Apple Pay via Stripe" },
+            ].map(p => (
+              <div key={p.label} className="flex items-start gap-2">
+                <span className="w-1.5 h-1.5 bg-[#F59E0B] shrink-0 mt-1.5" />
+                <div>
+                  <p className="text-[11px] font-bold text-[#111827]">{p.label}</p>
+                  <p className="text-[10px] text-gray-500">{p.desc}</p>
+                </div>
+              </div>
+            ))}
+          </div>
+          <p className="text-[10px] text-gray-400">
+            Set your payment method when creating an appeal. You can change it anytime.
+          </p>
+        </div>
+      </div>
 
       {/* ── New appeal inline form ── */}
       {showNewAppeal && <NewAppealForm
diff --git a/pledge-now-pay-later/src/lib/ai.ts b/pledge-now-pay-later/src/lib/ai.ts
index 0e76758..147ff56 100644
--- a/pledge-now-pay-later/src/lib/ai.ts
+++ b/pledge-now-pay-later/src/lib/ai.ts
@@ -7,7 +7,7 @@
 const OPENAI_KEY = process.env.OPENAI_API_KEY
 const GEMINI_KEY = process.env.GEMINI_API_KEY
 const HAS_AI = !!(OPENAI_KEY || GEMINI_KEY)
-const OPENAI_MODEL = "gpt-4.1-nano" // ~$0.10/1M input, ~$0.40/1M output
+const OPENAI_MODEL = "gpt-4.1-nano"
 
 interface ChatMessage {
   role: "system" | "user" | "assistant"
@@ -17,7 +17,7 @@ interface ChatMessage {
 async function chat(messages: ChatMessage[], maxTokens = 300): Promise<string> {
   if (!HAS_AI) return ""
 
-  // Prefer OpenAI (gpt-4.1-nano), fall back to Gemini
+  // Prefer OpenAI, fall back to Gemini
   if (OPENAI_KEY) return chatOpenAI(messages, maxTokens)
   return chatGemini(messages, maxTokens)
 }
diff --git a/temp_files/care/EditCustomer.php b/temp_files/care/EditCustomer.php
new file mode 100644
index 0000000..37dc246
--- /dev/null
+++ b/temp_files/care/EditCustomer.php
@@ -0,0 +1,277 @@
+<?php
+
+namespace App\Filament\Resources\CustomerResource\Pages;
+
+use App\Definitions\PaymentProviders;
+use App\Filament\Resources\CustomerResource;
+use App\Filament\Resources\DonationResource;
+use App\Models\Customer;
+use App\Services\StripeRefundService;
+use Filament\Actions\Action;
+use Filament\Forms\Components\Select;
+use Filament\Forms\Components\Textarea;
+use Filament\Notifications\Notification;
+use Filament\Resources\Pages\EditRecord;
+use Illuminate\Support\Facades\Mail;
+use Illuminate\Support\HtmlString;
+
+class EditCustomer extends EditRecord
+{
+    protected static string $resource = CustomerResource::class;
+
+    // ─── Heading: Show who this person IS, not just a name ───────
+
+    public function getHeading(): string|HtmlString
+    {
+        $customer = $this->record;
+        $total = $customer->donations()
+            ->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
+            ->sum('amount') / 100;
+
+        $giftAid = $customer->donations()
+            ->whereHas('donationPreferences', fn ($q) => $q->where('is_gift_aid', true))
+            ->exists();
+
+        $badges = '';
+        if ($total >= 1000) {
+            $badges .= ' <span class="inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium bg-amber-100 text-amber-800 ml-2">⭐ Major Donor</span>';
+        }
+        if ($giftAid) {
+            $badges .= ' <span class="inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium bg-green-100 text-green-800 ml-2">Gift Aid</span>';
+        }
+
+        $sg = $customer->scheduledGivingDonations()->where('is_active', true)->first();
+        if ($sg) {
+            $amt = '£' . number_format($sg->total_amount / 100, 0);
+            $badges .= ' <span class="inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium bg-blue-100 text-blue-800 ml-2">💙 ' . $amt . '/night</span>';
+        }
+
+        // Monthly donations (reoccurrence=2)
+        $monthly = $customer->donations()
+            ->where('reoccurrence', 2)
+            ->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
+            ->first();
+        if ($monthly) {
+            $mAmt = '£' . number_format($monthly->amount / 100, 0);
+            $badges .= ' <span class="inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium bg-indigo-100 text-indigo-800 ml-2">🔄 ' . $mAmt . '/month</span>';
+        }
+
+        // Recent incomplete donations
+        $incompleteRecent = $customer->donations()
+            ->whereDoesntHave('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
+            ->where('created_at', '>=', now()->subDays(7))
+            ->count();
+        if ($incompleteRecent > 0) {
+            $badges .= ' <span class="inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium bg-red-100 text-red-800 ml-2">⚠ ' . $incompleteRecent . ' incomplete</span>';
+        }
+
+        return new HtmlString(e($customer->name) . $badges);
+    }
+
+    // ─── Subheading: The one-line story of this donor ────────────
+
+    public function getSubheading(): ?string
+    {
+        $customer  = $this->record;
+        $confirmed = $customer->donations()
+            ->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'));
+        $total = $confirmed->sum('amount') / 100;
+        $count = $confirmed->count();
+        $first = $customer->donations()->oldest()->first();
+        $since = $first ? $first->created_at->format('M Y') : null;
+
+        $parts = [];
+        if ($total > 0) {
+            $parts[] = '£' . number_format($total, 2) . ' donated across ' . $count . ' donations';
+        } else {
+            $parts[] = 'No confirmed donations yet';
+        }
+        if ($since) {
+            $parts[] = 'Supporter since ' . $since;
+        }
+
+        return implode(' · ', $parts);
+    }
+
+    // ─── Header Actions ─────────────────────────────────────────
+
+    protected function getHeaderActions(): array
+    {
+        $customer = $this->record;
+
+        // Pre-compute recurring counts for visibility checks
+        $activeScheduled = $customer->scheduledGivingDonations()
+            ->where('is_active', true)->count();
+
+        $activeMonthly = $customer->donations()
+            ->where('reoccurrence', 2)
+            ->where('provider_type', PaymentProviders::STRIPE)
+            ->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
+            ->count();
+
+        $hasRecurring = $activeScheduled > 0 || $activeMonthly > 0;
+
+        return array_values(array_filter([
+
+            // ── CANCEL ALL RECURRING ────────────────────────────
+            $hasRecurring ? Action::make('cancel_all_recurring')
+                ->label('Cancel All Recurring')
+                ->icon('heroicon-o-x-circle')
+                ->color('danger')
+                ->requiresConfirmation()
+                ->modalIcon('heroicon-o-exclamation-triangle')
+                ->modalHeading('Cancel All Recurring Giving')
+                ->modalDescription(function () use ($customer, $activeScheduled, $activeMonthly) {
+                    $parts = [];
+                    if ($activeScheduled > 0) {
+                        $sgTotal = $customer->scheduledGivingDonations()
+                            ->where('is_active', true)->sum('total_amount') / 100;
+                        $parts[] = $activeScheduled . ' regular giving '
+                            . ($activeScheduled === 1 ? 'subscription' : 'subscriptions')
+                            . ' (£' . number_format($sgTotal, 2) . ' total)';
+                    }
+                    if ($activeMonthly > 0) {
+                        $parts[] = $activeMonthly . ' monthly '
+                            . ($activeMonthly === 1 ? 'donation' : 'donations');
+                    }
+
+                    return "This will cancel:\n"
+                        . implode("\n", array_map(fn ($p) => "• {$p}", $parts))
+                        . "\n\nAll Stripe payment methods will be detached. "
+                        . "Previously collected payments will NOT be refunded.";
+                })
+                ->modalSubmitActionLabel('Cancel All Recurring')
+                ->action(function () use ($customer) {
+                    $service   = app(StripeRefundService::class);
+                    $cancelled = 0;
+
+                    // Cancel active scheduled giving
+                    $activeGiving = $customer->scheduledGivingDonations()
+                        ->where('is_active', true)->get();
+                    foreach ($activeGiving as $sg) {
+                        $sg->update(['is_active' => false]);
+                        if ($sg->stripe_setup_intent_id) {
+                            $service->detachPaymentMethod($sg->stripe_setup_intent_id);
+                        }
+                        if (method_exists($sg, 'internalNotes')) {
+                            $sg->internalNotes()->create([
+                                'user_id' => auth()->id(),
+                                'body'    => 'Cancelled via donor profile "Cancel All Recurring".',
+                            ]);
+                        }
+                        $cancelled++;
+                    }
+
+                    // Cancel monthly Stripe donations
+                    $monthlyDonations = $customer->donations()
+                        ->where('reoccurrence', 2)
+                        ->where('provider_type', PaymentProviders::STRIPE)
+                        ->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
+                        ->get();
+                    foreach ($monthlyDonations as $d) {
+                        $ref = $d->provider_reference ?? '';
+                        if (str_starts_with($ref, 'seti_')) {
+                            $service->detachPaymentMethod($ref);
+                        }
+                        $d->donationConfirmation?->update(['confirmed_at' => null]);
+                        $d->internalNotes()->create([
+                            'user_id' => auth()->id(),
+                            'body'    => 'Monthly giving cancelled via donor profile "Cancel All Recurring".',
+                        ]);
+                        $cancelled++;
+                    }
+
+                    // Log on the customer too
+                    $customer->internalNotes()->create([
+                        'user_id' => auth()->id(),
+                        'body'    => "All recurring giving cancelled ({$cancelled} items). Payment methods detached from Stripe.",
+                    ]);
+
+                    Notification::make()
+                        ->title("Cancelled {$cancelled} recurring " . ($cancelled === 1 ? 'item' : 'items'))
+                        ->success()
+                        ->send();
+                }) : null,
+
+            // ── ADD NOTE ────────────────────────────────────────
+            Action::make('add_note')
+                ->label('Add Note')
+                ->icon('heroicon-o-chat-bubble-left-ellipsis')
+                ->color('gray')
+                ->form([
+                    Textarea::make('body')
+                        ->label('Note')
+                        ->placeholder('e.g. Called on ' . now()->format('d M') . ' — wants to update their address')
+                        ->required()
+                        ->rows(3),
+                ])
+                ->action(function (array $data) use ($customer) {
+                    $customer->internalNotes()->create([
+                        'user_id' => auth()->id(),
+                        'body'    => $data['body'],
+                    ]);
+                    Notification::make()->title('Note added')->success()->send();
+                }),
+
+            // ── RESEND RECEIPT ──────────────────────────────────
+            $customer->donations()
+                ->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
+                ->exists()
+                ? Action::make('resend_receipt')
+                    ->label('Resend Receipt')
+                    ->icon('heroicon-o-envelope')
+                    ->color('info')
+                    ->form([
+                        Select::make('donation_id')
+                            ->label('Which donation?')
+                            ->options(function () use ($customer) {
+                                return $customer->donations()
+                                    ->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
+                                    ->latest()
+                                    ->take(10)
+                                    ->get()
+                                    ->mapWithKeys(function ($d) {
+                                        $label = '£' . number_format($d->amount / 100, 2)
+                                            . ' on ' . $d->created_at->format('d M Y')
+                                            . ' — ' . ($d->donationType?->display_name ?? 'Unknown');
+                                        return [$d->id => $label];
+                                    });
+                            })
+                            ->required()
+                            ->helperText('Select the donation to resend the receipt for'),
+                    ])
+                    ->action(function (array $data) use ($customer) {
+                        $donation = $customer->donations()->find($data['donation_id']);
+                        if ($donation) {
+                            try {
+                                Mail::to($customer->email)
+                                    ->send(new \App\Mail\DonationConfirmed($donation));
+                                Notification::make()
+                                    ->title('Receipt sent to ' . $customer->email)
+                                    ->body('For £' . number_format($donation->amount / 100, 2) . ' on ' . $donation->created_at->format('d M Y'))
+                                    ->success()
+                                    ->send();
+                            } catch (\Throwable $e) {
+                                Notification::make()->title('Failed to send receipt')->body($e->getMessage())->danger()->send();
+                            }
+                        }
+                    }) : null,
+
+            // ── VIEW IN STRIPE ──────────────────────────────────
+            Action::make('view_in_stripe')
+                ->label('Stripe')
+                ->icon('heroicon-o-arrow-top-right-on-square')
+                ->color('gray')
+                ->url('https://dashboard.stripe.com/search?query=' . urlencode($customer->email))
+                ->openUrlInNewTab(),
+
+            // ── EMAIL ───────────────────────────────────────────
+            $customer->email ? Action::make('email_donor')
+                ->label('Email')
+                ->icon('heroicon-o-at-symbol')
+                ->color('gray')
+                ->url('mailto:' . $customer->email)
+                ->openUrlInNewTab() : null,
+        ]));
+    }
+}
diff --git a/temp_files/care/EditDonation.php b/temp_files/care/EditDonation.php
new file mode 100644
index 0000000..7d2dd4d
--- /dev/null
+++ b/temp_files/care/EditDonation.php
@@ -0,0 +1,374 @@
+<?php
+
+namespace App\Filament\Resources\DonationResource\Pages;
+
+use App\Definitions\PaymentProviders;
+use App\Filament\Resources\CustomerResource;
+use App\Filament\Resources\DonationResource;
+use App\Mail\DonationConfirmed;
+use App\Models\Donation;
+use App\Services\StripeRefundService;
+use Filament\Actions\Action;
+use Filament\Forms\Components\TextInput;
+use Filament\Notifications\Notification;
+use Filament\Resources\Pages\EditRecord;
+use Illuminate\Support\Facades\Log;
+use Illuminate\Support\Facades\Mail;
+use Illuminate\Support\HtmlString;
+
+/**
+ * Donation detail page — supporter care command centre.
+ *
+ * Design: read-only view + action buttons. No inline editing of
+ * donation data — all changes go through explicit actions with
+ * confirmation modals and audit logging.
+ *
+ * @property Donation $record
+ */
+class EditDonation extends EditRecord
+{
+    protected static string $resource = DonationResource::class;
+
+    // ── Heading: one-glance context ─────────────────────────────
+
+    public function getHeading(): string|HtmlString
+    {
+        $d = $this->record;
+
+        $status = $d->isConfirmed()
+            ? '<span class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-green-100 text-green-800">✓ Confirmed</span>'
+            : '<span class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-red-100 text-red-800">✗ Incomplete</span>';
+
+        $amount   = '£' . number_format($d->amount / 100, 2);
+        $provider = PaymentProviders::translate($d->provider_type);
+
+        $badges = $status;
+        $badges .= ' <span class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-gray-100 text-gray-800 ml-1">' . $provider . '</span>';
+
+        if ($d->isGiftAid()) {
+            $badges .= ' <span class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-green-50 text-green-700 ml-1">Gift Aid</span>';
+        }
+        if ($d->isZakat()) {
+            $badges .= ' <span class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-purple-50 text-purple-700 ml-1">Zakat</span>';
+        }
+        if ($d->reoccurrence !== -1) {
+            $badges .= ' <span class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-blue-100 text-blue-800 ml-1">Recurring</span>';
+        }
+
+        return new HtmlString("{$amount} — " . e($d->customer?->name ?? 'Unknown donor') . '<div class="mt-1">' . $badges . '</div>');
+    }
+
+    public function getSubheading(): ?string
+    {
+        $d     = $this->record;
+        $parts = [];
+        $parts[] = $d->donationType?->display_name ?? 'Unknown cause';
+        $parts[] = $d->created_at?->format('d M Y H:i') . ' (' . $d->created_at?->diffForHumans() . ')';
+        if ($d->appeal) {
+            $parts[] = 'Fundraiser: ' . $d->appeal->name;
+        }
+        if ($d->reference_code) {
+            $parts[] = 'Ref: ' . $d->reference_code;
+        }
+
+        return implode(' · ', $parts);
+    }
+
+    // ── Header Actions ──────────────────────────────────────────
+    //
+    // Priority order:
+    //  1. Refund (Stripe PI) — the #1 support request
+    //  2. Cancel Recurring (Stripe SetupIntent monthly)
+    //  3. Confirm / Unconfirm
+    //  4. Resend Receipt
+    //  5. Stripe Status check
+    //  6. Open in Stripe / View Donor / Email
+    //
+
+    protected function getHeaderActions(): array
+    {
+        $donation = $this->record;
+
+        $isStripe     = $donation->provider_type === PaymentProviders::STRIPE;
+        $isPayPal     = $donation->provider_type === PaymentProviders::PAYPAL;
+        $isGoCardless = $donation->provider_type === PaymentProviders::GOCARDLESS;
+        $ref          = $donation->provider_reference ?? '';
+        $hasPI        = $isStripe && str_starts_with($ref, 'pi_');
+        $hasSI        = $isStripe && str_starts_with($ref, 'seti_');
+
+        return array_values(array_filter([
+
+            // ── REFUND (Stripe PaymentIntent) ───────────────────
+            $hasPI && $donation->isConfirmed() ? Action::make('refund')
+                ->label('Refund')
+                ->icon('heroicon-o-arrow-uturn-left')
+                ->color('danger')
+                ->requiresConfirmation()
+                ->modalIcon('heroicon-o-arrow-uturn-left')
+                ->modalHeading('Refund Donation')
+                ->modalDescription(
+                    'Refund £' . number_format($donation->amount / 100, 2)
+                    . ' to ' . e($donation->customer?->name ?? 'donor')
+                    . '\'s card via Stripe. This cannot be undone.'
+                )
+                ->modalSubmitActionLabel('Process Refund')
+                ->form([
+                    TextInput::make('refund_amount')
+                        ->label('Refund amount (£)')
+                        ->numeric()
+                        ->default(number_format($donation->amount / 100, 2, '.', ''))
+                        ->required()
+                        ->minValue(0.01)
+                        ->maxValue($donation->amount / 100)
+                        ->step(0.01)
+                        ->helperText('Full amount for complete refund. Reduce for partial.'),
+                ])
+                ->action(function (array $data) {
+                    $donation    = $this->record;
+                    $amountPence = (int) round($data['refund_amount'] * 100);
+                    $isPartial   = $amountPence < $donation->amount;
+
+                    $service = app(StripeRefundService::class);
+                    $result  = $service->refundPaymentIntent(
+                        $donation->provider_reference,
+                        $isPartial ? $amountPence : null,
+                        'Admin refund by ' . auth()->user()?->name
+                    );
+
+                    if ($result['success']) {
+                        if (! $isPartial) {
+                            $donation->donationConfirmation?->update(['confirmed_at' => null]);
+                        }
+
+                        $donation->internalNotes()->create([
+                            'user_id' => auth()->id(),
+                            'body'    => ($isPartial ? 'Partial' : 'Full') . ' refund of £'
+                                . number_format($amountPence / 100, 2)
+                                . ' processed via Stripe. Refund ID: ' . $result['refund_id'],
+                        ]);
+
+                        Notification::make()
+                            ->title('Refund processed')
+                            ->body('£' . number_format($result['amount'] / 100, 2) . ' refunded. ID: ' . $result['refund_id'])
+                            ->success()
+                            ->send();
+                    } else {
+                        Notification::make()
+                            ->title('Refund failed')
+                            ->body($result['error'])
+                            ->danger()
+                            ->send();
+                    }
+                }) : null,
+
+            // ── CANCEL RECURRING (SetupIntent monthly) ──────────
+            $hasSI && $donation->isConfirmed() ? Action::make('cancel_recurring')
+                ->label('Cancel Recurring')
+                ->icon('heroicon-o-x-circle')
+                ->color('danger')
+                ->requiresConfirmation()
+                ->modalIcon('heroicon-o-x-circle')
+                ->modalHeading('Cancel Monthly Giving')
+                ->modalDescription(
+                    'This will detach the payment method from Stripe, preventing '
+                    . 'all future charges for ' . e($donation->customer?->name ?? 'this donor')
+                    . '. Previously collected payments will NOT be refunded.'
+                )
+                ->modalSubmitActionLabel('Cancel Monthly Giving')
+                ->action(function () {
+                    $donation = $this->record;
+                    $service  = app(StripeRefundService::class);
+                    $result   = $service->detachPaymentMethod($donation->provider_reference);
+
+                    if ($result['success']) {
+                        $donation->donationConfirmation?->update(['confirmed_at' => null]);
+
+                        $donation->internalNotes()->create([
+                            'user_id' => auth()->id(),
+                            'body'    => 'Monthly giving cancelled. ' . ($result['message'] ?? 'Payment method detached from Stripe.'),
+                        ]);
+
+                        Notification::make()
+                            ->title('Monthly giving cancelled')
+                            ->body($result['message'] ?? 'Payment method detached')
+                            ->success()
+                            ->send();
+                    } else {
+                        Notification::make()
+                            ->title('Cancellation failed')
+                            ->body($result['error'])
+                            ->danger()
+                            ->send();
+                    }
+                }) : null,
+
+            // ── OPEN PAYPAL ─────────────────────────────────────
+            $isPayPal && $ref ? Action::make('open_paypal')
+                ->label('Open PayPal')
+                ->icon('heroicon-o-arrow-top-right-on-square')
+                ->color('warning')
+                ->url('https://www.paypal.com/activity/payment/' . urlencode($ref))
+                ->openUrlInNewTab() : null,
+
+            // ── OPEN GOCARDLESS ─────────────────────────────────
+            $isGoCardless && $ref ? Action::make('open_gocardless')
+                ->label('Open GoCardless')
+                ->icon('heroicon-o-arrow-top-right-on-square')
+                ->color('warning')
+                ->url('https://manage.gocardless.com/payments/' . urlencode($ref))
+                ->openUrlInNewTab() : null,
+
+            // ── UNCONFIRM ───────────────────────────────────────
+            $donation->isConfirmed() ? Action::make('unconfirm')
+                ->label('Unconfirm')
+                ->icon('heroicon-o-x-mark')
+                ->color('warning')
+                ->requiresConfirmation()
+                ->modalHeading('Unconfirm Donation')
+                ->modalDescription(
+                    'Mark this donation as incomplete. This does NOT refund money '
+                    . 'on Stripe/PayPal — use the Refund button for that.'
+                )
+                ->action(function () {
+                    $donation = $this->record;
+                    $donation->donationConfirmation?->update(['confirmed_at' => null]);
+
+                    $donation->internalNotes()->create([
+                        'user_id' => auth()->id(),
+                        'body'    => 'Donation manually unconfirmed by admin.',
+                    ]);
+
+                    Notification::make()->title('Donation unconfirmed')->warning()->send();
+                }) : null,
+
+            // ── CONFIRM ─────────────────────────────────────────
+            ! $donation->isConfirmed() ? Action::make('confirm')
+                ->label('Confirm')
+                ->icon('heroicon-o-check-circle')
+                ->color('success')
+                ->requiresConfirmation()
+                ->modalHeading('Confirm Donation')
+                ->modalDescription(
+                    'Mark this donation as confirmed. Only do this if you have '
+                    . 'verified the payment was received.'
+                )
+                ->action(function () {
+                    $donation = $this->record;
+                    $donation->confirm();
+
+                    $donation->internalNotes()->create([
+                        'user_id' => auth()->id(),
+                        'body'    => 'Donation manually confirmed by admin.',
+                    ]);
+
+                    Notification::make()->title('Donation confirmed')->success()->send();
+                }) : null,
+
+            // ── RESEND RECEIPT ──────────────────────────────────
+            $donation->isConfirmed() && $donation->customer?->email
+                ? Action::make('resend_receipt')
+                    ->label('Receipt')
+                    ->icon('heroicon-o-envelope')
+                    ->color('gray')
+                    ->requiresConfirmation()
+                    ->modalDescription('Send receipt to ' . $donation->customer->email)
+                    ->action(function () {
+                        $donation = $this->record;
+                        try {
+                            Mail::to($donation->customer->email)
+                                ->send(new DonationConfirmed($donation));
+
+                            Notification::make()
+                                ->title('Receipt sent to ' . $donation->customer->email)
+                                ->success()
+                                ->send();
+                        } catch (\Throwable $e) {
+                            Log::error($e);
+                            Notification::make()
+                                ->title('Failed to send receipt')
+                                ->body($e->getMessage())
+                                ->danger()
+                                ->send();
+                        }
+                    }) : null,
+
+            // ── STRIPE STATUS ───────────────────────────────────
+            ($hasPI || $hasSI) ? Action::make('check_stripe')
+                ->label('Stripe Status')
+                ->icon('heroicon-o-magnifying-glass')
+                ->color('gray')
+                ->action(function () use ($hasPI) {
+                    $donation = $this->record;
+                    $service  = app(StripeRefundService::class);
+                    $details  = $hasPI
+                        ? $service->getPaymentDetails($donation->provider_reference)
+                        : $service->getSetupIntentDetails($donation->provider_reference);
+
+                    if (! $details) {
+                        Notification::make()
+                            ->title('Could not retrieve Stripe details')
+                            ->danger()
+                            ->send();
+                        return;
+                    }
+
+                    $lines = [];
+                    foreach ($details as $key => $val) {
+                        if ($val === null || $val === '') {
+                            continue;
+                        }
+                        $label = str_replace('_', ' ', ucfirst($key));
+                        if (is_bool($val)) {
+                            $val = $val ? 'Yes' : 'No';
+                        }
+                        if ($key === 'amount' || $key === 'amount_refunded') {
+                            $val = '£' . number_format($val / 100, 2);
+                        }
+                        $lines[] = "{$label}: {$val}";
+                    }
+
+                    Notification::make()
+                        ->title('Stripe Details')
+                        ->body(implode("\n", $lines))
+                        ->info()
+                        ->persistent()
+                        ->send();
+                }) : null,
+
+            // ── OPEN IN STRIPE ──────────────────────────────────
+            $isStripe && $ref ? Action::make('open_stripe')
+                ->label('Stripe ↗')
+                ->icon('heroicon-o-arrow-top-right-on-square')
+                ->color('gray')
+                ->url('https://dashboard.stripe.com/search?query=' . urlencode($ref))
+                ->openUrlInNewTab() : null,
+
+            // ── VIEW DONOR ──────────────────────────────────────
+            $donation->customer_id ? Action::make('view_donor')
+                ->label('Donor')
+                ->icon('heroicon-o-user')
+                ->color('gray')
+                ->url(CustomerResource::getUrl('edit', ['record' => $donation->customer_id]))
+                : null,
+
+            // ── EMAIL ───────────────────────────────────────────
+            $donation->customer?->email ? Action::make('email')
+                ->label('Email')
+                ->icon('heroicon-o-at-symbol')
+                ->color('gray')
+                ->url('mailto:' . $donation->customer->email)
+                ->openUrlInNewTab() : null,
+        ]));
+    }
+
+    // Hide save/cancel — donations are not directly editable
+    protected function getSaveFormAction(): Action
+    {
+        return parent::getSaveFormAction()->visible(false);
+    }
+
+    protected function getCancelFormAction(): Action
+    {
+        return parent::getCancelFormAction()->visible(false);
+    }
+}
diff --git a/temp_files/care/EditScheduledGivingDonation.php b/temp_files/care/EditScheduledGivingDonation.php
new file mode 100644
index 0000000..2768d6f
--- /dev/null
+++ b/temp_files/care/EditScheduledGivingDonation.php
@@ -0,0 +1,313 @@
+<?php
+
+namespace App\Filament\Resources\ScheduledGivingDonationResource\Pages;
+
+use App\Filament\Resources\AppealResource\Pages\EditAppeal;
+use App\Filament\Resources\CustomerResource\Pages\EditCustomer;
+use App\Filament\Resources\ScheduledGivingDonationResource;
+use App\Models\ScheduledGivingDonation;
+use App\Services\StripeRefundService;
+use Filament\Actions\Action;
+use Filament\Notifications\Notification;
+use Filament\Resources\Pages\EditRecord;
+use Illuminate\Support\HtmlString;
+
+/**
+ * Scheduled/Regular Giving detail page — supporter care.
+ *
+ * Shows payment progress, card info, and provides cancel/refund
+ * actions that sync with Stripe.
+ *
+ * @property ScheduledGivingDonation $record
+ */
+class EditScheduledGivingDonation extends EditRecord
+{
+    protected static string $resource = ScheduledGivingDonationResource::class;
+
+    // ── Heading: status + progress at a glance ──────────────────
+
+    public function getHeading(): string|HtmlString
+    {
+        $d = $this->record;
+
+        $status = $d->is_active
+            ? '<span class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-green-100 text-green-800">● Active</span>'
+            : '<span class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-red-100 text-red-800">● Cancelled</span>';
+
+        $amount = '£' . number_format($d->total_amount / 100, 2);
+
+        // Payment progress
+        $totalPayments = $d->payments()->count();
+        $paidPayments  = $d->payments()->where('is_paid', true)->count();
+        $paidTotal     = $d->payments()->where('is_paid', true)->sum('amount') / 100;
+
+        $progress = $totalPayments > 0
+            ? '<span class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-blue-100 text-blue-800 ml-1">'
+              . $paidPayments . '/' . $totalPayments . ' payments · £' . number_format($paidTotal, 2) . ' collected</span>'
+            : '<span class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-gray-100 text-gray-600 ml-1">No payments generated</span>';
+
+        if ($d->is_zakat) {
+            $progress .= ' <span class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-purple-50 text-purple-700 ml-1">Zakat</span>';
+        }
+        if ($d->is_gift_aid) {
+            $progress .= ' <span class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-green-50 text-green-700 ml-1">Gift Aid</span>';
+        }
+
+        return new HtmlString(
+            $amount . '/night — ' . e($d->customer?->name ?? 'Unknown')
+            . '<div class="mt-1">' . $status . ' ' . $progress . '</div>'
+        );
+    }
+
+    public function getSubheading(): ?string
+    {
+        $d     = $this->record;
+        $parts = [];
+        $parts[] = $d->scheduledGivingCampaign?->title ?? 'Unknown campaign';
+        $parts[] = 'Started ' . $d->created_at?->format('d M Y');
+        if ($d->customer?->email) {
+            $parts[] = $d->customer->email;
+        }
+        if ($d->reference_code) {
+            $parts[] = 'Ref: ' . $d->reference_code;
+        }
+
+        return implode(' · ', $parts);
+    }
+
+    // ── Header Actions ──────────────────────────────────────────
+    //
+    // Priority order:
+    //  1. Cancel (deactivate + detach card)
+    //  2. Cancel & Refund All
+    //  3. Activate
+    //  4. Stripe Status
+    //  5. Open in Stripe / View Donor / View Appeal / Email
+    //
+
+    public function getHeaderActions(): array
+    {
+        $donation  = $this->record;
+        $hasStripe = (bool) $donation->stripe_setup_intent_id;
+
+        $paidCount = $donation->payments()
+            ->where('is_paid', true)
+            ->whereNotNull('stripe_payment_intent_id')
+            ->where('stripe_payment_intent_id', '!=', 'SKIPPED')
+            ->count();
+
+        $paidTotal = $donation->payments()
+            ->where('is_paid', true)
+            ->whereNotNull('stripe_payment_intent_id')
+            ->where('stripe_payment_intent_id', '!=', 'SKIPPED')
+            ->sum('amount') / 100;
+
+        return array_values(array_filter([
+
+            // ── CANCEL ──────────────────────────────────────────
+            $donation->is_active ? Action::make('cancel')
+                ->label('Cancel')
+                ->icon('heroicon-o-x-circle')
+                ->color('danger')
+                ->requiresConfirmation()
+                ->modalIcon('heroicon-o-x-circle')
+                ->modalHeading('Cancel Regular Giving')
+                ->modalDescription(
+                    'This will deactivate ' . e($donation->customer?->name ?? 'this donor') . '\'s regular giving.'
+                    . ($hasStripe ? "\n\nThe payment method will be detached from Stripe, preventing any future charges." : '')
+                    . "\n\nPreviously collected payments will NOT be refunded."
+                )
+                ->modalSubmitActionLabel('Cancel Regular Giving')
+                ->action(function () {
+                    $donation  = $this->record;
+                    $hasStripe = (bool) $donation->stripe_setup_intent_id;
+
+                    $donation->update(['is_active' => false]);
+                    $stripeMsg = '';
+
+                    if ($hasStripe) {
+                        $service = app(StripeRefundService::class);
+                        $result  = $service->detachPaymentMethod($donation->stripe_setup_intent_id);
+                        $stripeMsg = $result['success']
+                            ? ($result['message'] ?? 'Payment method detached.')
+                            : 'Warning: ' . ($result['error'] ?? 'Could not detach payment method.');
+                    }
+
+                    $donation->internalNotes()->create([
+                        'user_id' => auth()->id(),
+                        'body'    => 'Regular giving cancelled by admin. ' . $stripeMsg,
+                    ]);
+
+                    Notification::make()
+                        ->title('Regular giving cancelled')
+                        ->body($stripeMsg ?: 'Deactivated')
+                        ->success()
+                        ->send();
+                }) : null,
+
+            // ── CANCEL & REFUND ALL ─────────────────────────────
+            $donation->is_active && $paidCount > 0 ? Action::make('cancel_and_refund')
+                ->label('Cancel & Refund All')
+                ->icon('heroicon-o-arrow-uturn-left')
+                ->color('danger')
+                ->requiresConfirmation()
+                ->modalIcon('heroicon-o-exclamation-triangle')
+                ->modalHeading('Cancel & Refund All Payments')
+                ->modalDescription(
+                    "This will:\n"
+                    . "1. Deactivate the regular giving\n"
+                    . "2. Detach the payment method from Stripe\n"
+                    . "3. Refund all {$paidCount} collected payments (£" . number_format($paidTotal, 2) . ")\n\n"
+                    . "This cannot be undone."
+                )
+                ->modalSubmitActionLabel('Cancel & Refund Everything')
+                ->action(function () {
+                    $donation = $this->record;
+                    $donation->update(['is_active' => false]);
+
+                    $service = app(StripeRefundService::class);
+
+                    // Detach card
+                    if ($donation->stripe_setup_intent_id) {
+                        $service->detachPaymentMethod($donation->stripe_setup_intent_id);
+                    }
+
+                    // Refund all paid payments
+                    $paidPayments = $donation->payments()
+                        ->where('is_paid', true)
+                        ->whereNotNull('stripe_payment_intent_id')
+                        ->where('stripe_payment_intent_id', '!=', 'SKIPPED')
+                        ->get();
+
+                    $refunded      = 0;
+                    $failed        = 0;
+                    $totalRefunded = 0;
+
+                    foreach ($paidPayments as $payment) {
+                        $result = $service->refundPaymentIntent(
+                            $payment->stripe_payment_intent_id,
+                            null,
+                            'Bulk cancel & refund — payment #' . $payment->id
+                        );
+
+                        if ($result['success']) {
+                            $payment->update(['is_paid' => false]);
+                            $refunded++;
+                            $totalRefunded += $result['amount'];
+                        } else {
+                            $failed++;
+                        }
+                    }
+
+                    $donation->internalNotes()->create([
+                        'user_id' => auth()->id(),
+                        'body'    => 'Cancelled & refunded all payments. '
+                            . $refunded . ' refunded (£' . number_format($totalRefunded / 100, 2) . ')'
+                            . ($failed > 0 ? ", {$failed} failed" : ''),
+                    ]);
+
+                    Notification::make()
+                        ->title('Cancelled & Refunded')
+                        ->body(
+                            $refunded . ' payments refunded (£' . number_format($totalRefunded / 100, 2) . ')'
+                            . ($failed > 0 ? ". {$failed} failed — check Stripe." : '')
+                        )
+                        ->success()
+                        ->send();
+                }) : null,
+
+            // ── REACTIVATE ──────────────────────────────────────
+            ! $donation->is_active ? Action::make('activate')
+                ->label('Reactivate')
+                ->icon('heroicon-o-play')
+                ->color('success')
+                ->requiresConfirmation()
+                ->modalHeading('Reactivate Regular Giving')
+                ->modalDescription(
+                    'Re-enable payment collection. Note: if the payment method '
+                    . 'was previously detached, future charges may fail.'
+                )
+                ->action(function () {
+                    $donation = $this->record;
+                    $donation->update(['is_active' => true]);
+
+                    $donation->internalNotes()->create([
+                        'user_id' => auth()->id(),
+                        'body'    => 'Regular giving reactivated by admin.',
+                    ]);
+
+                    Notification::make()->title('Regular giving reactivated')->success()->send();
+                }) : null,
+
+            // ── STRIPE STATUS ───────────────────────────────────
+            $hasStripe ? Action::make('stripe_status')
+                ->label('Stripe Status')
+                ->icon('heroicon-o-magnifying-glass')
+                ->color('gray')
+                ->action(function () {
+                    $donation = $this->record;
+                    $service  = app(StripeRefundService::class);
+                    $details  = $service->getSetupIntentDetails($donation->stripe_setup_intent_id);
+
+                    if (! $details) {
+                        Notification::make()
+                            ->title('Could not retrieve Stripe details')
+                            ->danger()
+                            ->send();
+                        return;
+                    }
+
+                    $body = 'Status: ' . $details['status'];
+                    if ($details['card_brand'] && $details['card_last4']) {
+                        $body .= "\nCard: " . ucfirst($details['card_brand']) . ' ····' . $details['card_last4'];
+                    }
+                    if ($details['card_exp_month'] && $details['card_exp_year']) {
+                        $body .= ' (expires ' . $details['card_exp_month'] . '/' . $details['card_exp_year'] . ')';
+                    }
+                    $body .= "\nCreated: " . $details['created'];
+                    if ($details['customer_id']) {
+                        $body .= "\nStripe Customer: " . $details['customer_id'];
+                    }
+
+                    Notification::make()
+                        ->title('Stripe SetupIntent')
+                        ->body($body)
+                        ->info()
+                        ->persistent()
+                        ->send();
+                }) : null,
+
+            // ── OPEN IN STRIPE ──────────────────────────────────
+            $hasStripe ? Action::make('open_stripe')
+                ->label('Stripe ↗')
+                ->icon('heroicon-o-arrow-top-right-on-square')
+                ->color('gray')
+                ->url('https://dashboard.stripe.com/search?query=' . urlencode($donation->stripe_setup_intent_id))
+                ->openUrlInNewTab() : null,
+
+            // ── VIEW DONOR ──────────────────────────────────────
+            $donation->customer ? Action::make('view_customer')
+                ->label('Donor')
+                ->icon('heroicon-o-user')
+                ->color('gray')
+                ->url(EditCustomer::getUrl(['record' => $donation->customer->id]))
+                : null,
+
+            // ── VIEW APPEAL ─────────────────────────────────────
+            $donation->appeal ? Action::make('view_appeal')
+                ->label('Fundraiser')
+                ->icon('heroicon-o-heart')
+                ->color('gray')
+                ->url(EditAppeal::getUrl(['record' => $donation->appeal->id]))
+                : null,
+
+            // ── EMAIL ───────────────────────────────────────────
+            $donation->customer?->email ? Action::make('email')
+                ->label('Email')
+                ->icon('heroicon-o-at-symbol')
+                ->color('gray')
+                ->url('mailto:' . $donation->customer->email)
+                ->openUrlInNewTab() : null,
+        ]));
+    }
+}
diff --git a/temp_files/care/ScheduledGivingDonationPayments.php b/temp_files/care/ScheduledGivingDonationPayments.php
new file mode 100644
index 0000000..7c2d633
--- /dev/null
+++ b/temp_files/care/ScheduledGivingDonationPayments.php
@@ -0,0 +1,300 @@
+<?php
+
+namespace App\Filament\Resources\ScheduledGivingDonationResource\RelationManagers;
+
+use App\Jobs\ProcessScheduleGivingDonationPayment;
+use App\Models\ScheduledGivingPayment;
+use App\Services\AppealScheduledDonationService;
+use App\Services\StripeRefundService;
+use Filament\Forms\Components\TextInput;
+use Filament\Forms\Form;
+use Filament\Notifications\Notification;
+use Filament\Resources\RelationManagers\RelationManager;
+use Filament\Tables\Actions\Action;
+use Filament\Tables\Actions\BulkAction;
+use Filament\Tables\Actions\BulkActionGroup;
+use Filament\Tables\Columns\IconColumn;
+use Filament\Tables\Columns\TextColumn;
+use Filament\Tables\Table;
+use Illuminate\Database\Eloquent\Collection;
+
+/**
+ * Payment schedule with per-row charge / refund / skip actions.
+ *
+ * Visual status:
+ *   ✓ green  = paid via Stripe
+ *   ✓ gray   = paid (skipped / no PI)
+ *   ! red    = overdue
+ *   ○ gray   = upcoming
+ */
+class ScheduledGivingDonationPayments extends RelationManager
+{
+    protected static string $relationship = 'payments';
+
+    protected static ?string $title = 'Payment Schedule';
+
+    public function form(Form $form): Form
+    {
+        return $form;
+    }
+
+    public function table(Table $table): Table
+    {
+        return $table
+            ->recordTitleAttribute('amount')
+            ->columns([
+                TextColumn::make('expected_at')
+                    ->label('Date')
+                    ->date('d M Y')
+                    ->description(fn ($record) => $record->expected_at?->diffForHumans())
+                    ->sortable(),
+
+                TextColumn::make('amount')
+                    ->label('Amount')
+                    ->money('gbp', divideBy: 100)
+                    ->sortable(),
+
+                IconColumn::make('is_paid')
+                    ->label('Status')
+                    ->icon(fn ($state, $record) => match (true) {
+                        (bool) $state && $record->stripe_payment_intent_id === 'SKIPPED' => 'heroicon-o-forward',
+                        (bool) $state && (bool) $record->stripe_payment_intent_id        => 'heroicon-o-check-circle',
+                        (bool) $state                                                    => 'heroicon-o-check',
+                        $record->expected_at?->isPast() ?? false                         => 'heroicon-o-exclamation-circle',
+                        default                                                          => 'heroicon-o-clock',
+                    })
+                    ->color(fn ($state, $record) => match (true) {
+                        (bool) $state && $record->stripe_payment_intent_id === 'SKIPPED' => 'warning',
+                        (bool) $state                                                    => 'success',
+                        $record->expected_at?->isPast() ?? false                         => 'danger',
+                        default                                                          => 'gray',
+                    })
+                    ->tooltip(fn ($state, $record) => match (true) {
+                        (bool) $state && $record->stripe_payment_intent_id === 'SKIPPED' => 'Skipped by admin',
+                        (bool) $state && (bool) $record->stripe_payment_intent_id        => 'Paid — ' . $record->stripe_payment_intent_id,
+                        (bool) $state                                                    => 'Marked as paid (no Stripe ref)',
+                        $record->expected_at?->isPast() ?? false                         => 'Overdue — not yet charged',
+                        default                                                          => 'Upcoming',
+                    }),
+
+                TextColumn::make('attempts')
+                    ->label('Tries')
+                    ->badge()
+                    ->color(fn ($state) => match (true) {
+                        $state === 0 || $state === null => 'gray',
+                        $state === 1                    => 'success',
+                        default                         => 'warning',
+                    }),
+
+                TextColumn::make('stripe_payment_intent_id')
+                    ->label('Stripe')
+                    ->url(fn ($state) => $state && $state !== 'SKIPPED'
+                        ? "https://dashboard.stripe.com/payments/{$state}"
+                        : null)
+                    ->openUrlInNewTab()
+                    ->placeholder('—')
+                    ->limit(18)
+                    ->fontFamily('mono')
+                    ->copyable(),
+            ])
+            ->defaultSort('expected_at', 'asc')
+
+            // ── Row Actions ─────────────────────────────────────
+            ->actions([
+
+                // Charge now
+                Action::make('take_payment')
+                    ->label('Charge')
+                    ->icon('heroicon-o-banknotes')
+                    ->color('success')
+                    ->size('sm')
+                    ->visible(fn ($record) => ! $record->is_paid && ! $record->stripe_payment_intent_id)
+                    ->requiresConfirmation()
+                    ->modalHeading('Charge Payment')
+                    ->modalDescription(fn ($record) => 'Charge £' . number_format($record->amount / 100, 2)
+                        . ' (expected ' . $record->expected_at?->format('d M Y') . ')')
+                    ->action(function (ScheduledGivingPayment $record) {
+                        try {
+                            (new ProcessScheduleGivingDonationPayment($record))->handle();
+                            (new AppealScheduledDonationService())->syncProcessedPayments(collect([$record]));
+
+                            Notification::make()
+                                ->title('Payment charged')
+                                ->body('£' . number_format($record->amount / 100, 2) . ' collected')
+                                ->success()
+                                ->send();
+                        } catch (\Throwable $e) {
+                            Notification::make()
+                                ->title('Payment failed')
+                                ->body($e->getMessage())
+                                ->danger()
+                                ->send();
+                        }
+                    }),
+
+                // Refund
+                Action::make('refund')
+                    ->label('Refund')
+                    ->icon('heroicon-o-arrow-uturn-left')
+                    ->color('danger')
+                    ->size('sm')
+                    ->visible(fn ($record) => $record->is_paid
+                        && $record->stripe_payment_intent_id
+                        && $record->stripe_payment_intent_id !== 'SKIPPED')
+                    ->requiresConfirmation()
+                    ->modalHeading('Refund Payment')
+                    ->modalDescription(fn ($record) => 'Refund £' . number_format($record->amount / 100, 2)
+                        . ' for ' . $record->expected_at?->format('d M Y')
+                        . ' back to donor\'s card via Stripe.')
+                    ->form([
+                        TextInput::make('refund_amount')
+                            ->label('Refund amount (£)')
+                            ->numeric()
+                            ->default(fn ($record) => number_format($record->amount / 100, 2, '.', ''))
+                            ->required()
+                            ->minValue(0.01)
+                            ->maxValue(fn ($record) => $record->amount / 100)
+                            ->step(0.01)
+                            ->helperText('Full amount for complete refund, or reduce for partial.'),
+                    ])
+                    ->action(function (ScheduledGivingPayment $record, array $data) {
+                        $amountPence = (int) round($data['refund_amount'] * 100);
+                        $isPartial   = $amountPence < $record->amount;
+
+                        $service = app(StripeRefundService::class);
+                        $result  = $service->refundPaymentIntent(
+                            $record->stripe_payment_intent_id,
+                            $isPartial ? $amountPence : null,
+                            'Admin refund: scheduled payment #' . $record->id
+                        );
+
+                        if ($result['success']) {
+                            if (! $isPartial) {
+                                $record->update(['is_paid' => false]);
+                            }
+
+                            Notification::make()
+                                ->title('Payment refunded')
+                                ->body('£' . number_format($result['amount'] / 100, 2) . ' refunded. ID: ' . $result['refund_id'])
+                                ->success()
+                                ->send();
+                        } else {
+                            Notification::make()
+                                ->title('Refund failed')
+                                ->body($result['error'])
+                                ->danger()
+                                ->send();
+                        }
+                    }),
+
+                // Skip
+                Action::make('skip')
+                    ->label('Skip')
+                    ->icon('heroicon-o-forward')
+                    ->color('warning')
+                    ->size('sm')
+                    ->visible(fn ($record) => ! $record->is_paid && ! $record->stripe_payment_intent_id)
+                    ->requiresConfirmation()
+                    ->modalHeading('Skip Payment')
+                    ->modalDescription(fn ($record) => 'Mark the £' . number_format($record->amount / 100, 2)
+                        . ' payment for ' . $record->expected_at?->format('d M Y')
+                        . ' as skipped. No charge will be made.')
+                    ->action(function (ScheduledGivingPayment $record) {
+                        $record->update([
+                            'is_paid'                  => true,
+                            'stripe_payment_intent_id' => 'SKIPPED',
+                        ]);
+
+                        Notification::make()->title('Payment skipped')->warning()->send();
+                    }),
+            ])
+
+            // ── Header Actions ──────────────────────────────────
+            ->headerActions([
+                Action::make('generate_payments')
+                    ->label('Generate Payments')
+                    ->icon('heroicon-o-calculator')
+                    ->visible(function () {
+                        return $this->ownerRecord->payments()->count() == 0
+                            && $this->ownerRecord->isConfirmed();
+                    })
+                    ->requiresConfirmation()
+                    ->action(fn () => $this->ownerRecord->generatePayments()),
+            ])
+
+            // ── Bulk Actions ────────────────────────────────────
+            ->bulkActions([
+                BulkActionGroup::make([
+                    BulkAction::make('refund_selected')
+                        ->label('Refund Selected')
+                        ->icon('heroicon-o-arrow-uturn-left')
+                        ->color('danger')
+                        ->requiresConfirmation()
+                        ->modalHeading('Refund Selected Payments')
+                        ->modalDescription('Refund all selected paid payments via Stripe. This cannot be undone.')
+                        ->action(function (Collection $records) {
+                            $service  = app(StripeRefundService::class);
+                            $refunded = 0;
+                            $failed   = 0;
+
+                            foreach ($records as $record) {
+                                if (! $record->is_paid
+                                    || ! $record->stripe_payment_intent_id
+                                    || $record->stripe_payment_intent_id === 'SKIPPED') {
+                                    continue;
+                                }
+
+                                $result = $service->refundPaymentIntent(
+                                    $record->stripe_payment_intent_id,
+                                    null,
+                                    'Bulk refund: payment #' . $record->id
+                                );
+
+                                if ($result['success']) {
+                                    $record->update(['is_paid' => false]);
+                                    $refunded++;
+                                } else {
+                                    $failed++;
+                                }
+                            }
+
+                            Notification::make()
+                                ->title($refunded . ' payments refunded' . ($failed ? ", {$failed} failed" : ''))
+                                ->success()
+                                ->send();
+                        }),
+
+                    BulkAction::make('charge_selected')
+                        ->label('Charge Selected')
+                        ->icon('heroicon-o-banknotes')
+                        ->color('success')
+                        ->requiresConfirmation()
+                        ->modalHeading('Charge Selected Payments')
+                        ->modalDescription('Process all selected unpaid payments now.')
+                        ->action(function (Collection $records) {
+                            $charged = 0;
+                            $failed  = 0;
+
+                            foreach ($records as $record) {
+                                if ($record->is_paid || $record->stripe_payment_intent_id) {
+                                    continue;
+                                }
+
+                                try {
+                                    (new ProcessScheduleGivingDonationPayment($record))->handle();
+                                    (new AppealScheduledDonationService())->syncProcessedPayments(collect([$record]));
+                                    $charged++;
+                                } catch (\Throwable $e) {
+                                    $failed++;
+                                }
+                            }
+
+                            Notification::make()
+                                ->title($charged . ' payments charged' . ($failed ? ", {$failed} failed" : ''))
+                                ->success()
+                                ->send();
+                        }),
+                ]),
+            ]);
+    }
+}
diff --git a/temp_files/care/StripeRefundService.php b/temp_files/care/StripeRefundService.php
new file mode 100644
index 0000000..1bb701d
--- /dev/null
+++ b/temp_files/care/StripeRefundService.php
@@ -0,0 +1,157 @@
+<?php
+
+namespace App\Services;
+
+use Illuminate\Support\Facades\Log;
+use Stripe\Exception\ApiErrorException;
+use Stripe\StripeClient;
+
+/**
+ * Centralised Stripe refund & payment-method management.
+ *
+ * Every action is logged. Every response is a simple array so callers
+ * can show user-friendly notifications without catching exceptions.
+ */
+class StripeRefundService
+{
+    private StripeClient $stripe;
+
+    public function __construct()
+    {
+        $this->stripe = new StripeClient(config('paisa.gateways.stripe.secret_key'));
+    }
+
+    // ── Refund a PaymentIntent (full or partial) ────────────────
+
+    public function refundPaymentIntent(string $paymentIntentId, ?int $amountInPence = null, string $reason = ''): array
+    {
+        try {
+            $params = [
+                'payment_intent' => $paymentIntentId,
+                'reason' => 'requested_by_customer',
+            ];
+
+            if ($amountInPence !== null && $amountInPence > 0) {
+                $params['amount'] = $amountInPence;
+            }
+
+            $refund = $this->stripe->refunds->create($params);
+
+            Log::info('Stripe refund created', [
+                'refund_id'      => $refund->id,
+                'payment_intent' => $paymentIntentId,
+                'amount'         => $refund->amount,
+                'status'         => $refund->status,
+                'reason'         => $reason,
+            ]);
+
+            return [
+                'success'   => true,
+                'refund_id' => $refund->id,
+                'amount'    => $refund->amount,
+                'status'    => $refund->status,
+            ];
+        } catch (ApiErrorException $e) {
+            Log::error('Stripe refund failed', [
+                'payment_intent' => $paymentIntentId,
+                'error'          => $e->getMessage(),
+                'reason'         => $reason,
+            ]);
+
+            return ['success' => false, 'error' => $e->getMessage()];
+        }
+    }
+
+    // ── Detach payment method from a SetupIntent ────────────────
+    // This is how we "cancel" recurring: remove the card so no
+    // future charges can be made.
+
+    public function detachPaymentMethod(string $setupIntentId): array
+    {
+        try {
+            $si = $this->stripe->setupIntents->retrieve($setupIntentId);
+
+            if (! $si->payment_method) {
+                return ['success' => true, 'message' => 'No payment method attached'];
+            }
+
+            $pmId = is_string($si->payment_method)
+                ? $si->payment_method
+                : $si->payment_method->id;
+
+            $this->stripe->paymentMethods->detach($pmId);
+
+            Log::info('Stripe payment method detached', [
+                'setup_intent'   => $setupIntentId,
+                'payment_method' => $pmId,
+            ]);
+
+            return [
+                'success'        => true,
+                'message'        => "Payment method {$pmId} detached",
+                'payment_method' => $pmId,
+            ];
+        } catch (ApiErrorException $e) {
+            Log::error('Failed to detach payment method', [
+                'setup_intent' => $setupIntentId,
+                'error'        => $e->getMessage(),
+            ]);
+
+            return ['success' => false, 'error' => $e->getMessage()];
+        }
+    }
+
+    // ── Retrieve PaymentIntent details for display ──────────────
+
+    public function getPaymentDetails(string $paymentIntentId): ?array
+    {
+        try {
+            $pi = $this->stripe->paymentIntents->retrieve($paymentIntentId, [
+                'expand' => ['latest_charge'],
+            ]);
+
+            $charge = $pi->latest_charge;
+
+            return [
+                'id'              => $pi->id,
+                'status'          => $pi->status,
+                'amount'          => $pi->amount,
+                'currency'        => strtoupper($pi->currency),
+                'created'         => date('d M Y H:i', $pi->created),
+                'refunded'        => $charge?->refunded ?? false,
+                'amount_refunded' => $charge?->amount_refunded ?? 0,
+                'card_brand'      => $charge?->payment_method_details?->card?->brand ?? null,
+                'card_last4'      => $charge?->payment_method_details?->card?->last4 ?? null,
+            ];
+        } catch (ApiErrorException $e) {
+            return null;
+        }
+    }
+
+    // ── Retrieve SetupIntent details for display ────────────────
+
+    public function getSetupIntentDetails(string $setupIntentId): ?array
+    {
+        try {
+            $si = $this->stripe->setupIntents->retrieve($setupIntentId, [
+                'expand' => ['payment_method'],
+            ]);
+
+            $pm = $si->payment_method;
+
+            return [
+                'id'                => $si->id,
+                'status'            => $si->status,
+                'created'           => date('d M Y H:i', $si->created),
+                'payment_method_id' => is_string($pm) ? $pm : ($pm?->id ?? null),
+                'card_brand'        => is_object($pm) ? ($pm->card?->brand ?? null) : null,
+                'card_last4'        => is_object($pm) ? ($pm->card?->last4 ?? null) : null,
+                'card_exp_month'    => is_object($pm) ? ($pm->card?->exp_month ?? null) : null,
+                'card_exp_year'     => is_object($pm) ? ($pm->card?->exp_year ?? null) : null,
+                'customer_id'       => $si->customer,
+            ];
+        } catch (ApiErrorException $e) {
+            return null;
+        }
+    }
+}
diff --git a/temp_files/care/deploy.py b/temp_files/care/deploy.py
new file mode 100644
index 0000000..db65cb0
--- /dev/null
+++ b/temp_files/care/deploy.py
@@ -0,0 +1,134 @@
+#!/usr/bin/env python3
+"""
+Deploy supporter care changes:
+1. Add HasInternalNotes to ScheduledGivingDonation model
+2. Add InternalNotesRelationManager to ScheduledGivingDonationResource
+3. Add refund action to DonationResource table row actions
+"""
+import os
+
+BASE = '/home/forge/app.charityright.org.uk'
+
+# ── 1. Add HasInternalNotes to ScheduledGivingDonation model ─────
+
+path = os.path.join(BASE, 'app/Models/ScheduledGivingDonation.php')
+with open(path, 'r') as f:
+    c = f.read()
+
+if 'HasInternalNotes' not in c:
+    # Add use import
+    c = c.replace(
+        "use App\\Traits\\Models\\HasBasicAttributions;",
+        "use App\\Traits\\HasInternalNotes;\nuse App\\Traits\\Models\\HasBasicAttributions;"
+    )
+    # Add trait usage
+    c = c.replace(
+        "    use HasBasicAttributions,",
+        "    use HasInternalNotes,\n        HasBasicAttributions,"
+    )
+    with open(path, 'w') as f:
+        f.write(c)
+    print('Added HasInternalNotes to ScheduledGivingDonation model')
+else:
+    print('ScheduledGivingDonation already has HasInternalNotes')
+
+# ── 2. Add InternalNotesRelationManager to ScheduledGivingDonationResource ──
+
+path = os.path.join(BASE, 'app/Filament/Resources/ScheduledGivingDonationResource.php')
+with open(path, 'r') as f:
+    c = f.read()
+
+if 'InternalNotesRelationManager' not in c:
+    # Add import
+    c = c.replace(
+        "use App\\Filament\\Resources\\ScheduledGivingDonationResource\\RelationManagers\\ScheduledGivingDonationPayments;",
+        "use App\\Filament\\Resources\\ScheduledGivingDonationResource\\RelationManagers\\ScheduledGivingDonationPayments;\nuse App\\Filament\\RelationManagers\\InternalNotesRelationManager;"
+    )
+    # Add to getRelations
+    c = c.replace(
+        "ScheduledGivingDonationPayments::class,\n        ];",
+        "ScheduledGivingDonationPayments::class,\n            InternalNotesRelationManager::class,\n        ];"
+    )
+    with open(path, 'w') as f:
+        f.write(c)
+    print('Added InternalNotesRelationManager to ScheduledGivingDonationResource')
+else:
+    print('ScheduledGivingDonationResource already has InternalNotesRelationManager')
+
+# ── 3. Add refund action to DonationResource table row actions ───
+
+path = os.path.join(BASE, 'app/Filament/Resources/DonationResource.php')
+with open(path, 'r') as f:
+    c = f.read()
+
+# Add StripeRefundService import if missing
+if 'StripeRefundService' not in c:
+    c = c.replace(
+        "use App\\Models\\Donation;",
+        "use App\\Models\\Donation;\nuse App\\Services\\StripeRefundService;"
+    )
+
+    # Add TextInput import if missing for refund form
+    if 'use Filament\\Forms\\Components\\TextInput;' not in c:
+        c = c.replace(
+            "use Filament\\Forms\\Components\\Select;",
+            "use Filament\\Forms\\Components\\Select;\nuse Filament\\Forms\\Components\\TextInput;"
+        )
+
+    # Add refund action inside the ActionGroup, after ViewAction
+    old_view = "                ViewAction::make(),"
+    new_view = """                ViewAction::make(),
+
+                Action::make('refund')
+                    ->label('Refund')
+                    ->icon('heroicon-o-arrow-uturn-left')
+                    ->color('danger')
+                    ->visible(fn (Donation $d) => $d->isConfirmed()
+                        && $d->provider_type === \\App\\Definitions\\PaymentProviders::STRIPE
+                        && str_starts_with($d->provider_reference ?? '', 'pi_'))
+                    ->requiresConfirmation()
+                    ->modalHeading('Refund Donation')
+                    ->modalDescription(fn (Donation $d) => 'Refund £' . number_format($d->amount / 100, 2) . ' to ' . ($d->customer?->name ?? 'donor') . '\\'s card via Stripe.')
+                    ->form([
+                        TextInput::make('refund_amount')
+                            ->label('Refund amount (£)')
+                            ->numeric()
+                            ->default(fn (Donation $d) => number_format($d->amount / 100, 2, '.', ''))
+                            ->required()
+                            ->minValue(0.01)
+                            ->maxValue(fn (Donation $d) => $d->amount / 100)
+                            ->step(0.01)
+                            ->helperText('Full amount for complete refund, or reduce for partial.'),
+                    ])
+                    ->action(function (Donation $donation, array $data) {
+                        $amountPence = (int) round($data['refund_amount'] * 100);
+                        $isPartial = $amountPence < $donation->amount;
+                        $service = app(StripeRefundService::class);
+                        $result = $service->refundPaymentIntent(
+                            $donation->provider_reference,
+                            $isPartial ? $amountPence : null,
+                            'Table refund by ' . auth()->user()?->name
+                        );
+                        if ($result['success']) {
+                            if (!$isPartial) {
+                                $donation->donationConfirmation?->update(['confirmed_at' => null]);
+                            }
+                            $donation->internalNotes()->create([
+                                'user_id' => auth()->id(),
+                                'body' => ($isPartial ? 'Partial' : 'Full') . ' refund of £' . number_format($amountPence / 100, 2) . '. Stripe ID: ' . $result['refund_id'],
+                            ]);
+                            Notification::make()->title('£' . number_format($result['amount'] / 100, 2) . ' refunded')->success()->send();
+                        } else {
+                            Notification::make()->title('Refund failed')->body($result['error'])->danger()->send();
+                        }
+                    }),"""
+
+    c = c.replace(old_view, new_view)
+
+    with open(path, 'w') as f:
+        f.write(c)
+    print('Added refund action to DonationResource table')
+else:
+    print('DonationResource already has StripeRefundService')
+
+print('Done!')
diff --git a/temp_files/care/revert_vendor.py b/temp_files/care/revert_vendor.py
new file mode 100644
index 0000000..1b3a551
--- /dev/null
+++ b/temp_files/care/revert_vendor.py
@@ -0,0 +1,27 @@
+#!/usr/bin/env python3
+path = '/home/forge/app.charityright.org.uk/vendor/filament/tables/src/Table/Concerns/HasRecords.php'
+
+with open(path, 'r') as f:
+    lines = f.readlines()
+
+new_lines = []
+i = 0
+while i < len(lines):
+    line = lines[i]
+    if 'public function getModel(): string' in line and 'getModelLabel' not in line:
+        new_lines.append('    public function getModel(): string\n')
+        new_lines.append('    {\n')
+        new_lines.append('        return $this->getQuery()->getModel()::class;\n')
+        new_lines.append('    }\n')
+        # Skip the old method body
+        i += 1
+        while i < len(lines) and lines[i].strip() != '}':
+            i += 1
+        i += 1  # skip closing brace
+        continue
+    new_lines.append(line)
+    i += 1
+
+with open(path, 'w') as f:
+    f.writelines(new_lines)
+print('Vendor reverted to original')