GIFT AID (HMRC compliance):
- Exact HMRC model declaration text displayed and recorded
- Home address (line 1 + postcode) collected when Gift Aid is ticked
- giftAidAt timestamp recorded separately from the boolean
- Declaration text, donor name, timestamp stored in consentMeta JSON
EMAIL + WHATSAPP (GDPR/PECR compliance):
- Separate, granular opt-in checkboxes (not bundled, not pre-ticked)
- Each consent records: exact text shown, timestamp, consent version
- Consent checkboxes only appear when relevant contact info is provided
- Cron reminders gated on consent — no sends without opt-in
- Pledge creation WhatsApp receipt gated on whatsappOptIn
AUDIT TRAIL (consentMeta JSON on every pledge):
- giftAid: {declared, declarationText, declaredAt}
- email: {granted, consentText, grantedAt}
- whatsapp: {granted, consentText, grantedAt}
- IP address captured server-side from x-forwarded-for
- User agent captured client-side
- consentVersion field for tracking wording changes
EXPORTS:
- CRM CSV now includes: donor_address, donor_postcode, gift_aid_declared_at,
is_zakat, email_opt_in, whatsapp_opt_in
- Gift Aid export has full HMRC-required fields
Schema: 6 new columns on Pledge (donorAddressLine1, donorPostcode,
giftAidAt, emailOptIn, whatsappOptIn, consentMeta)
POSITIONING FIX — PNPL is NOT just 'QR codes at events':
- Charities collecting at events (QR per table)
- High-net-worth donor outreach (personal links via WhatsApp/email)
- Org-to-org pledges (multi-charity projects)
- Personal fundraisers (LaunchGood/Enthuse redirect)
TERMINOLOGY (throughout app):
- Events → Campaigns (sidebar, pages, create dialogs, onboarding)
- QR Codes page → Pledge Links (sharing-first, QR is one option)
- Scans → Clicks (not just QR scans)
- 'New Event' → 'New Campaign'
- 'Create QR Code' → 'Create Pledge Link'
- Source label: 'Table Name' → 'Source / Channel'
SHARING (pledge links page):
- 4-button share row: Copy · WhatsApp · Email · More (native share)
- Each link shows its full URL
- Create dialog suggests: 'WhatsApp Family Group, Table 5, Instagram Bio'
- QR code is still shown but as one option, not the hero
LANDING PAGE (complete rewrite):
- Hero: 'Collect pledges. Convert them into donations.'
- 4 use case cards: Events, HNW Donors, Org-to-Org, Personal Fundraisers
- 'Share anywhere' section: WhatsApp, QR, Email, Instagram, Twitter, 1-on-1
- Platform support: Bank Transfer, LaunchGood, Enthuse, JustGiving, GoFundMe, Any URL
- Islamic fund types section: Zakat, Sadaqah, Sadaqah Jariyah, Lillah, Fitrana
ZAKAT & FUND TYPES:
- Organization.zakatEnabled toggle in Settings
- Pledge.fundType: general, zakat, sadaqah, lillah, fitrana
- Identity step: fund type picker (5 options) when org has zakatEnabled
- Zakat note: Quran 9:60 categories reference
- Settings: toggle card with fund type descriptions
FUND ALLOCATION:
- Event.fundAllocation: 'Mosque Building Fund', 'Orphan Sponsorship' etc.
- Charities can also add external URL for reference/allocation (not just fundraisers)
- Shows on campaign cards and pledge flow
- Remove FPX payment rail entirely (Malaysian, not UK)
- Add volunteer portal (/v/[code]) with live pledge tracking
- Add public event page (/e/[slug]) with progress bar + social proof
- Add fundraiser leaderboard (/dashboard/events/[id]/leaderboard)
- Add WhatsApp share buttons on confirmation, bank instructions, volunteer view
- Enhanced Gift Aid UX with +25% bonus display and HMRC declaration text
- Gift Aid report export (HMRC-ready CSV filter)
- Volunteer view link + WhatsApp share on QR code cards
- Updated home page: 4 personas, 3 UK payment rails, 8 features
- Public event API endpoint with privacy-safe donor name truncation
- Volunteer API with stats, conversion rate, auto-refresh
