Omair Saleh
13c1b1dd17
6 issues identified and fixed:
1. AI-generated messages now ENFORCE required variables per step.
Step 0 (receipt) MUST have {{sort_code}}, {{account_no}}, {{bank_name}}, {{reference}}.
All steps MUST have {{name}}, {{amount}}, {{reference}}.
Validation runs post-generation. Retry on failure. Patch as last resort.
2. Due date message added (step 4).
Schema had dueDate + reminderSentForDueDate but NO message for the day.
Now: 'On the due date · if set' — appears between receipt and first reminder.
Default template: 'Today is the day' with bank details for instant action.
Cron checks Pledge.dueDate = today, fires step 4 template, sets flag.
3. Regenerate button per AI variant.
Hover over any AI card → refresh icon → deletes old B, generates fresh one.
Different psychological approach each time (AI picks from 8 strategies).
4. AI now adopts the user's messaging style.
Prompt analyses variant A for: formality, emoji density, greeting style,
cultural markers, sentence length, sign-off. AI matches all of these
while changing only the psychological APPROACH.
5. Per-step required variables enforced with validateTemplate() + patchMissingVariables().
If AI strips bank details from a receipt, they get patched back in.
6. Cron now uses CUSTOM TEMPLATES from MessageTemplate table (not hardcoded).
A/B variant selection by splitPercent. sentCount incremented for tracking.
Falls back to hardcoded templates only if no custom template exists.
Files changed:
- src/lib/templates.ts — REQUIRED_VARIABLES, validateTemplate(), patchMissingVariables(),
due date template (step 4), STEP_META reordered for display
- src/app/api/automations/ai/route.ts — enforce variables with retry, style adoption prompt,
extractJson() for robust parsing, step-specific rules
- src/app/dashboard/automations/page.tsx — regenerate button, due date message in conversation,
conditional display (amber timestamp for due date step)
- src/app/api/automations/route.ts — backfill due date templates for existing orgs
- src/app/api/cron/reminders/route.ts — due date job, custom template resolution,
A/B variant selection, sentCount tracking
Pledge Now, Pay Later
Convert "I'll donate later" into tracked pledges with automatic payment follow-up. Free forever for UK charities.
Features
- 15-Second Pledge Flow: Mobile-first, 3-screen donor experience
- QR Code Attribution: Every pledge tied to event + volunteer/table
- Pay by Bank Transfer: Zero fees — unique reference for matching
- Direct Debit: GoCardless integration for automatic collection
- Automated Reminders: 4-step follow-up sequence (export/webhook)
- Bank Statement Reconciliation: Upload CSV, auto-match payments
- CRM Export: Full attribution data ready for import
- Pipeline Dashboard: Track pledges from new → paid
Quick Start
Prerequisites
- Node.js 18+
- Docker & Docker Compose
- npm or pnpm
Setup
# 1. Clone and install
cd pledge-now-pay-later
npm install
# 2. Start database
docker compose up -d
# 3. Run migrations
npx prisma migrate dev --name init
# 4. Seed demo data
npx prisma db seed
# 5. Start dev server
npm run dev
Visit http://localhost:3000
Demo URLs
- Landing: http://localhost:3000
- Donor Flow: http://localhost:3000/p/demo
- Dashboard: http://localhost:3000/dashboard
Tech Stack
| Layer | Technology |
|---|---|
| Frontend | Next.js 14 (App Router) |
| Language | TypeScript |
| Styling | Tailwind CSS + shadcn/ui |
| Database | PostgreSQL 16 |
| ORM | Prisma |
| QR Codes | qrcode (node) |
| CSV Parsing | PapaParse |
| Icons | Lucide React |
| Auth | NextAuth.js (ready) |
Architecture
src/
├── app/
│ ├── api/ # API routes
│ │ ├── analytics/ # Event tracking
│ │ ├── dashboard/ # Stats & pipeline
│ │ ├── events/ # CRUD + QR management
│ │ ├── exports/ # CRM pack CSV
│ │ ├── imports/ # Bank statement matching
│ │ ├── pledges/ # Create, update, mark paid
│ │ ├── qr/ # Resolve QR tokens
│ │ └── webhooks/ # Reminder event polling
│ ├── dashboard/ # Staff UI
│ │ ├── events/ # Event management + QR codes
│ │ ├── pledges/ # Pledge pipeline
│ │ ├── reconcile/ # Bank CSV import
│ │ ├── exports/ # Download CRM data
│ │ ├── settings/ # Org config
│ │ └── apply/ # Fractional CTO upsell
│ └── p/[token]/ # Donor pledge flow
│ └── steps/ # Amount → Payment → Identity → Instructions
├── components/ui/ # Reusable UI components
└── lib/ # Core utilities
├── prisma.ts # DB client
├── reference.ts # Bank-safe ref generator
├── qr.ts # QR code generation
├── matching.ts # Bank statement matching
├── reminders.ts # Reminder sequences
├── analytics.ts # Event tracking
├── exports.ts # CRM export formatting
└── validators.ts # Zod schemas
API Reference
| Endpoint | Method | Purpose |
|---|---|---|
/api/qr/{token} |
GET | Resolve QR code → event info |
/api/pledges |
POST | Create pledge |
/api/pledges/{id} |
PATCH | Update pledge status |
/api/pledges/{id}/mark-initiated |
POST | Donor "I've paid" |
/api/events |
GET/POST | List & create events |
/api/events/{id}/qr |
GET/POST | Manage QR sources |
/api/events/{id}/qr/{qrId}/download |
GET | Download QR PNG |
/api/dashboard |
GET | Dashboard stats |
/api/imports/bank-statement |
POST | Upload & match CSV |
/api/exports/crm-pack |
GET | Download CRM CSV |
/api/webhooks |
GET | Poll pending reminders |
/api/analytics |
POST | Track events |
Payment Reference Format
References follow format: PREFIX-XXXX-NN
- PREFIX: Configurable per org (default: PNPL), max 4 chars
- XXXX: 4-char alphanumeric (human-safe: no 0/O, 1/I/l)
- NN: Amount in pounds (helps manual matching)
- Total max 18 chars (UK BACS limit)
Example: PNPL-7K4P-50 (£50 pledge)
Reminder Sequence
| Step | Delay | Message |
|---|---|---|
| 0 | T+0 | Payment instructions with bank details |
| 1 | T+2 days | Gentle nudge |
| 2 | T+7 days | Impact story + urgency |
| 3 | T+14 days | Final reminder + easy cancel |
Reminders auto-stop when pledge is marked paid.
License
Proprietary — © Omair. All rights reserved.