- Schema: isConditional, conditionType, conditionText, conditionThreshold, conditionMet, conditionMetAt on Pledge
- Pledge form: 'This is a match pledge' toggle after amount selection
- Two modes: threshold (if target is reached) and match (match funding)
- Goal amount passed through from event
- Auto-trigger: when total raised hits threshold, conditional pledges unlock automatically
- WhatsApp notification sent to donor when unlocked
- Threshold check runs after every pledge creation AND every status change
- Cron: skips conditional pledges until conditionMet=true (no premature reminders)
- Dashboard Home: progress bar shows conditional segment (amber), stats grid adds Conditional column
- Dashboard Money: conditional/unlocked badge on pledge rows
- Dashboard Collect: hero shows conditional total in amber
- Dashboard Reports: financial summary shows conditional breakdown
- Donor 'My Pledges': conditional card with condition text + activation status
- Confirmation step: specialized messaging for match pledges
- CRM export: includes is_conditional, condition_type, condition_text, condition_met columns
- Status guide: conditional status explained in human language
AUTH:
- NextAuth with credentials provider (bcrypt password hashing)
- /api/auth/signup: creates org + user in transaction
- /login, /signup pages with clean minimal UI
- Middleware protects all /dashboard/* routes → redirects to /login
- Session-based org resolution (no more hardcoded 'demo' headers)
- SessionProvider wraps entire app
- Dashboard header shows org name + sign out button
LANDING PAGE:
- Full marketing page at / with hero, problem, how-it-works, features, CTA
- 'Get Started Free' → /signup → auto-login → /dashboard/setup
- Clean responsive design, no auth required for public pages
WAHA QR FIX:
- WAHA CORE doesn't expose QR value via API or webhook
- Now uses /api/screenshot (full browser capture) with CSS crop to QR area
- Settings panel shows cropped screenshot with overflow:hidden
- Auto-polls every 5s, refresh button
MULTI-TENANT:
- getOrgId() tries session first, then header, then first-org fallback
- All dashboard APIs use session-based org
- Signup creates isolated org per charity
CORE PRODUCT SHIFT:
A pledge is now a promise to pay on a future date, not just 'pay now'.
NEW FLOW: Amount → Schedule → Payment/Identity → Confirmation
SCHEDULE STEP (/p/[token] step 1):
- 'Pay right now' — existing card/DD/bank flow
- 'Pay on a specific date' — calendar picker with smart suggestions
(This Friday, End of month, Payday 1st, In 2 weeks, In 1 month)
- 'Split into monthly payments' — 2/3/4/6/12 month installment plans
with per-installment breakdown and date schedule
SCHEMA CHANGES:
- Pledge.dueDate — when the donor promises to pay (null = now)
- Pledge.planId — groups installment pledges together
- Pledge.installmentNumber / installmentTotal — e.g. 2 of 4
- Pledge.reminderSentForDueDate — tracking flag
- New indexes on dueDate+status and planId
INSTALLMENT PLANS:
- Creates N linked Pledge records with shared planId
- Each installment gets its own reference, due date, reminders
- Reminders: 2 days before, on due date, 3 days after, 10 days after
- WhatsApp receipt shows full plan summary
DEFERRED SINGLE PLEDGES:
- Reminders anchored to due date, not creation date
- 'Pay on date' → reminders: 2 days before, on day, +3d nudge, +10d final
- WhatsApp preferred when phone number provided
DASHBOARD:
- API returns dueDate, planId, installment info for each pledge
- Confirmation step shows schedule details for deferred pledges