## New: Community Leader role
Who: Imam Yusuf, Sister Mariam, Uncle Tariq — the person who rallies
their mosque, WhatsApp group, neighbourhood to pledge.
Not an admin. Not a volunteer. A logged-in coordinator who needs
more than a live feed but less than full admin access.
/dashboard/community — their scoped dashboard:
- 'How are WE doing?' — their stats vs the whole appeal (dark hero section)
- Contribution percentage bar
- Their links with full share buttons (Copy/WhatsApp/Email/QR)
- Create new links (auto-tagged with their name)
- Leaderboard: 'How communities compare' with 'You' badge
- Read-only pledge list (no status changes, no bank details)
Navigation changes for community_leader role:
- Sees: My Community → Share Links → Reports (3 items)
- Does NOT see: Home, Money, Settings, New Appeal button
- Does NOT see: Bank details, WhatsApp config, reconciliation
## New: Team management API + UI
GET/POST/PATCH/DELETE /api/team — CRUD for team members
- Only org_admin/super_admin can invite
- Temp password generated on invite (shown once)
- Copy credentials or send via WhatsApp button
- Role selector with descriptions (Admin, Community Leader, Staff, Volunteer)
- Role change via dropdown, remove with trash icon
- Can't change own role or remove self
## Settings page redesign
Reordered by Aaisha's thinking:
1. WhatsApp (unchanged — most important)
2. Team (NEW — 'who has access? invite community leaders')
3. Bank account
4. Charity details
5. Direct Debit (collapsed in <details>)
Team section shows:
- All members with role icons (Crown/Users/Eye)
- Inline role change dropdown
- Remove button
- Invite form with role cards and descriptions
- Credentials shown once with copy + WhatsApp share buttons
## Admin page redesign
Brand-consistent: no more shadcn Card/Badge/Table
- Dark hero section with 7 platform stats
- Pipeline status breakdown (gap-px grid)
- Pill tab switcher (not shadcn Tabs)
- Grid tables matching the rest of the dashboard
- Role badges color-coded (blue super, green admin, amber leader)
6 files changed, 4 new routes/pages
The reconcile feature was hidden behind a text link at the bottom of
the Money page. That's backwards. Reconciliation IS the Money page.
Aaisha's actual thought process:
1. People pledged
2. Some say they paid
3. 'Did the money actually arrive?' → opens bank website, downloads CSV
4. 'Let me match it' → THIS SHOULD BE RIGHT HERE, not behind a link
5. '8 out of 10 matched' → pledges auto-move to 'received'
Changes:
- Full bank statement upload area is NOW embedded directly in /dashboard/money
With icon, description, drop zone — always visible, not a link
- When CSV is selected: file name + detected bank format shown inline
Column mapping is collapsed by default (auto-detected) but expandable
- 'Match payments' button is blue, full-width, prominent
- Results appear INLINE below the upload area:
- Summary stats (gap-px grid): rows, incoming, matched, possible, auto-confirmed
- Green success banner when pledges are auto-confirmed
- Full match results table with confidence icons
- 'Upload another' button to reset
- After matching: dashboard data auto-refreshes to show updated pledge statuses
- 'Said they paid' section now says 'Upload a bank statement above to confirm'
instead of linking to a separate page
- /dashboard/reconcile now redirects to /dashboard/money (backward compat)
- Contextual sections (confirm/nudge) hide when match results are showing
to avoid visual clutter
Architecture is now:
Stats → MATCH PAYMENTS → Confirm these → Need a nudge → All pledges table
Not: Stats → table → small link at bottom → navigate away → separate page
## Money page (/dashboard/money) — context-aware inbox
The key insight: Aaisha's #1 Money question changes over time.
Day 1: 'Did anyone pledge?' → Recent section
Day 3: 'Are they paying?' → Confirm section
Day 10: 'Who hasn't paid?' → Nudge section
Day 30: 'Give me the spreadsheet' → she goes to Reports
Changes:
- Contextual 'Confirm these payments' section (amber)
Shows when there are 'said they paid' pledges
One-click green 'Confirm' button on each row
Links to bank statement upload
Only appears on 'all' filter (not when already filtering)
- Contextual 'These people need a nudge' section (red)
Shows when there are overdue pledges
One-click green 'Nudge' WhatsApp button + 'Paid' quick button
Shows days since pledge for urgency
- Stats bar redesigned: 5 clickable stat cells (gap-px)
Each acts as a filter toggle with active underline
Color-coded: amber for 'said paid', red for overdue, green for received
- Filter pills replace shadcn Tabs (smaller, more buttons fit)
Pill buttons instead of tab strip — works better on mobile
- Table kept for Fatima (power user who scans everything)
Same columns, actions, pagination as before
- Match payments CTA promoted: full-width card with icon + description
No longer a text link hidden at the bottom
## Reports page (/dashboard/reports) — Fatima's dashboard
The key insight: Fatima (treasurer) logs in monthly.
She should NOT need to visit any other page.
Changes:
- Financial summary hero (dark section)
Total promised, total received, outstanding, collection rate
Progress bar with percentage
Same visual language as leaderboard hero
- Status breakdown with visual bars
Horizontal bars showing distribution: paid/waiting/initiated/overdue
Percentage labels
- Per-appeal breakdown table
Each appeal: pledges, promised, received, collection rate
Total row at bottom for multi-appeal orgs
Rate color-coded: green ≥70%, amber ≥40%, gray below
- Gift Aid section with PREVIEW
Shows number of eligible declarations + reclaimable amount
before downloading — Fatima can see if it's worth running
'25p for every £1' callout
- Downloads: Full CSV + Gift Aid CSV
Same download functionality, better presentation
- API/Zapier section redesigned
Two endpoint examples (pledges + dashboard)
Clearer documentation for Zapier/Make integration
- Activity log section
Shows recent system activity (audit trail)
Scrollable, max 20 entries
2 pages rewritten (~38k bytes)
Core insight: The primary object is the LINK, not the appeal.
Aaisha doesn't think 'manage appeals' — she thinks 'share my link'.
## Collect page (/dashboard/collect) — complete rewrite
- Flattened hierarchy: single-appeal orgs see links directly (no card to click)
- Multi-appeal orgs: quiet appeal switcher at top, links below
- Inline link creation: just type a name + press Enter (no dialog)
- Quick preset buttons: 'Table 1', 'WhatsApp Group', 'Instagram', etc.
- Share buttons are THE primary CTA on every link card (Copy, WhatsApp, Email, Share)
- Each link shows: clicks, pledges, amount raised, conversion rate
- Embedded mini-leaderboard when 3+ links have pledges
- Contextual tips when pledges < 5 ('give each volunteer their own link')
- New appeal creation is inline, auto-creates 'Main link'
## Appeal detail page (/dashboard/events/[id]) — brand redesign
- Sharp edges, gap-px grids, typography-as-hero
- Same link card component with share-first design
- Embedded leaderboard section
- Inline link creation (same as Collect)
- Clone appeal button
- Appeal details in collapsed <details> (context, not hero)
- Download all QR codes link
- Public progress page link
## Leaderboard page — brand redesign
- Total raised as hero number (dark section)
- Progress bars relative to leader
- Medal badges for top 3
- Conversion rate badges
- Auto-refresh every 10 seconds (live event mode)
## Route cleanup
- /dashboard/events re-exports /dashboard/collect (backward compat)
- Old events/page.tsx removed (was duplicate)
5 files changed, 3 pages redesigned
New: /dashboard/welcome — guided first-time setup
- Step 1: 'What are you raising for?' (starts with what excites them)
- Step 2: 'Where should donors send money?' (natural follow-up)
- Step 3: 'Want auto-reminders?' (WhatsApp as bonus, skippable)
- Step 4: 'Here's your link!' (dark section with copy/WhatsApp/share)
- Auto-creates event + first pledge link during flow
- User holds a shareable link within 90 seconds of signing up
Updated: /dashboard (context-aware home)
- State 1 (no events): auto-redirects to /dashboard/welcome
- State 2 (0 pledges): shows pledge link + share buttons prominently
- State 3 (has pledges): shows stats + feed
- State 4 (has 'said paid'): amber prompt to upload bank statement
- State 5 (100% collected): celebration banner
- No more onboarding checklist — dashboard adapts instead
- Event name as page header (not generic 'Home')
- Event switcher for multi-event orgs
Updated: /signup → redirects to /dashboard/welcome (not /dashboard)
Persona spec: docs/PERSONA_JOURNEY_SPEC.md
Navigation: goal-oriented, not feature-oriented
- Overview → Home
- Campaigns → Collect ('I want people to pledge')
- Pledges → Money ('Where's the money?')
- Exports → Reports ('My treasurer needs numbers')
- Old routes still work via re-exports
Terminology: human language, not SaaS jargon
- new → Waiting
- initiated → Said they paid
- paid → Received ✓
- overdue → Needs a nudge
- Campaign → Appeal
- QR Source → Pledge link
- Reconcile → Match payments
- Rail → Payment method
- Pipeline by Status → How pledges are doing
- Conversion rate → % who pledged
- CRM Export Pack → Full data download
Visual identity: brand-consistent dashboard
- Sharp edges (no rounded-lg cards)
- Gap-px grids for stats (brand signature pattern)
- Left-border accents (brand signature pattern)
- Midnight/Paper/Promise Blue 60-30-10 color rule
- Typography as hero (big bold numbers, not card-heavy)
- No emoji in UI chrome
- Brand-consistent status badges (colored bg + text, not shadcn Badge)
- Consistent header typography (text-3xl font-black tracking-tight)
Pages rewritten: layout, home, events (collect), pledges (money),
exports (reports), reconcile, settings
Reconcile: auto-detects bank CSV format via presets + AI before upload
UX spec: docs/UX_OVERHAUL_SPEC.md
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
OLD FLOW (8+ screens):
signup (4 fields) → auto-login → setup wizard step 1 → step 2 → step 3 → step 4 → dashboard
NEW FLOW (2 screens):
signup (3 fields) → dashboard with inline checklist
- Signup page: just charity name + email + password. No 'your name' field. One button.
- Dashboard: shows getting-started checklist when org has no pledges yet
- /api/onboarding: returns setup progress (bank, event, qr, pledge)
- Checklist: progress bar, next-step highlighting, done states with strikethrough
- Each step links directly to the right page (settings, events, pledges)
- Tip shown for brand new orgs: 'Add bank details first'
- No more separate setup wizard — guidance is inline on the dashboard
- Signup loading state: pulsing emoji while account creates
- Don't auto-poll WAHA on settings page load
- Check connection status once on mount (to show 'Connected' if already paired)
- QR screenshot + polling only starts after clicking 'Connect WhatsApp'
- Polling stops once status changes to CONNECTED
AUTH:
- NextAuth with credentials provider (bcrypt password hashing)
- /api/auth/signup: creates org + user in transaction
- /login, /signup pages with clean minimal UI
- Middleware protects all /dashboard/* routes → redirects to /login
- Session-based org resolution (no more hardcoded 'demo' headers)
- SessionProvider wraps entire app
- Dashboard header shows org name + sign out button
LANDING PAGE:
- Full marketing page at / with hero, problem, how-it-works, features, CTA
- 'Get Started Free' → /signup → auto-login → /dashboard/setup
- Clean responsive design, no auth required for public pages
WAHA QR FIX:
- WAHA CORE doesn't expose QR value via API or webhook
- Now uses /api/screenshot (full browser capture) with CSS crop to QR area
- Settings panel shows cropped screenshot with overflow:hidden
- Auto-polls every 5s, refresh button
MULTI-TENANT:
- getOrgId() tries session first, then header, then first-org fallback
- All dashboard APIs use session-based org
- Signup creates isolated org per charity
- /api/whatsapp/qr: GET returns session status + QR image, POST starts/restarts session
- Settings page: WhatsApp panel shows QR code for pairing, connected status with phone info
- WAHA session started with webhook pointing to /api/whatsapp/webhook
- WAHA_API_URL updated to external https://waha.quikcue.com (cross-stack DNS doesn't work)
- Auto-polls every 5 seconds during QR scan state
- Shows connected state with phone number, push name, feature summary
- 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
