COMPLETE RETHINK — from monitoring dashboard to message design studio.
## The Big Idea
Aaisha doesn't need a dashboard that says 'is it working?'
She needs a studio where she can SEE what Ahmed sees on his phone,
EDIT the words, TEST different approaches, and DESIGN cross-channel
sequences. The WhatsApp phone mockup is the star.
## New: Phone Mockups (3 channels)
- WhatsApp: green bubbles, blue ticks, org avatar, chat wallpaper,
full formatting (*bold*, _italic_, `code`, ━━━ dividers)
- Email: macOS mail client chrome, From header, subject line
- SMS: iOS Messages style, grey bubbles, contact avatar
## New: Template Editor
- Editable templates per step (receipt, day 2, 7, 14) per channel
- Live preview in phone mockup as you type
- Variable insertion chips: {{name}}, {{amount}}, {{reference}}, etc.
- Subject line editor for email channel
- Character count + SMS segment counter
## New: A/B Testing
- Create Variant B of any step/channel message
- 50/50 split traffic automatically
- Track sent count + conversion rate (paid after receiving)
- Side-by-side stats: 'A: 33% paid, B: 54% paid ★'
- Delete variant to revert to single message
## New: Channel Strategy Matrix
- 3 presets: Waterfall (default), Belt & Suspenders, Escalation
- Visual matrix: steps × channels with status indicators
- 1st = primary, fb = fallback, + = parallel send
- Waterfall: WhatsApp → SMS → Email (most cost-effective)
- Belt & Suspenders: all channels for receipts + final
- Escalation: start gentle (WA only), add channels as urgency increases
## New: Customizable Timing
- Each step's delay is editable inline (dropdown next to phone)
- Default: Day 2, Day 7, Day 14
- Can change to any schedule: Day 1, Day 3, Day 21, Day 28
## Schema: 2 new models
- MessageTemplate: per-org editable templates with A/B variants
(step, channel, variant, body, subject, splitPercent, sentCount, convertedCount)
- AutomationConfig: per-org timing + strategy + channel matrix
## API: /api/automations (GET/PATCH/DELETE)
- GET seeds defaults on first load (12 templates: 4 steps × 3 channels)
- PATCH upserts templates and config
- DELETE removes variant B and resets A to 100%
## Default templates (src/lib/templates.ts)
Extracted from hardcoded whatsapp.ts + reminders.ts into editable templates:
- WhatsApp: receipt, gentle, impact, final (with emoji + formatting)
- Email: receipt, gentle, impact, final (with cancel/pledge URLs)
- SMS: receipt, gentle, impact, final (160-char optimized)
## Architecture
templates.ts → resolvePreview() fills {{variables}} with examples
templates.ts → resolveTemplate() fills {{variables}} with real data
messaging.ts → sendToDonor() routes via channel waterfall
automations/route.ts → seeds + CRUD for templates + config
## Visual: Step timeline at top
4 tabs across the top with emoji, timing, description
Active step is dark (111827), others are white
Click to switch — editor and phone update together
## Layout
[Step Timeline — 4 tabs across top]
[Phone Mockup (left) | Editor (right)]
[Channel Strategy — expandable matrix]
[Live Feed — condensed stats + scheduled + messages]
288 lines
9.8 KiB
Plaintext
288 lines
9.8 KiB
Plaintext
generator client {
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provider = "prisma-client"
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output = "../src/generated/prisma"
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}
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datasource db {
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provider = "postgresql"
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}
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model Organization {
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id String @id @default(cuid())
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name String
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slug String @unique
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orgType String @default("charity") // charity | fundraiser
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country String @default("UK")
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timezone String @default("Europe/London")
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bankName String?
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bankSortCode String?
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bankAccountNo String?
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bankAccountName String?
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refPrefix String @default("PNPL")
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logo String?
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primaryColor String @default("#1e40af")
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gcAccessToken String?
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gcEnvironment String @default("sandbox")
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stripeSecretKey String?
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stripeWebhookSecret String?
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emailProvider String? // resend, sendgrid, smtp
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emailApiKey String?
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emailFromAddress String? // e.g. donations@mymosque.org
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emailFromName String? // e.g. "Al Furqan Mosque"
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smsProvider String? // twilio
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smsAccountSid String?
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smsAuthToken String?
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smsFromNumber String? // e.g. +447123456789
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whatsappConnected Boolean @default(false)
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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users User[]
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events Event[]
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pledges Pledge[]
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imports Import[]
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messageTemplates MessageTemplate[]
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automationConfig AutomationConfig?
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@@index([slug])
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}
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model User {
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id String @id @default(cuid())
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email String @unique
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name String?
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hashedPassword String?
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role String @default("staff") // super_admin, org_admin, staff, volunteer
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organizationId String
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organization Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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@@index([organizationId])
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}
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model Event {
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id String @id @default(cuid())
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name String
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slug String
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description String?
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eventDate DateTime?
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location String?
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goalAmount Int? // in pence
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currency String @default("GBP")
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status String @default("active") // draft, active, closed, archived
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paymentMode String @default("self") // self = we show bank details, external = redirect to URL
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externalUrl String? // e.g. https://launchgood.com/my-campaign
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externalPlatform String? // launchgood, enthuse, justgiving, gofundme, other
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zakatEligible Boolean @default(false) // is this campaign Zakat-eligible?
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organizationId String
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organization Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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qrSources QrSource[]
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pledges Pledge[]
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@@unique([organizationId, slug])
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@@index([organizationId, status])
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}
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model QrSource {
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id String @id @default(cuid())
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label String // "Table 5", "Volunteer: Ahmed"
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code String @unique // short token for URL
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volunteerName String?
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tableName String?
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eventId String
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event Event @relation(fields: [eventId], references: [id], onDelete: Cascade)
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scanCount Int @default(0)
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createdAt DateTime @default(now())
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pledges Pledge[]
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@@index([eventId])
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@@index([code])
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}
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model Pledge {
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id String @id @default(cuid())
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reference String @unique // human-safe bank ref e.g. "PNPL-7K4P-50"
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amountPence Int
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currency String @default("GBP")
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rail String // bank, gocardless, card
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status String @default("new") // new, initiated, paid, overdue, cancelled
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donorName String?
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donorEmail String?
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donorPhone String?
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// --- Home address (required by HMRC for Gift Aid claims) ---
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donorAddressLine1 String?
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donorPostcode String?
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// --- Gift Aid (HMRC) ---
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giftAid Boolean @default(false)
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giftAidAt DateTime? // when the declaration was made
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isZakat Boolean @default(false) // donor marked this as Zakat
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// --- Communication consent (GDPR / PECR) ---
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emailOptIn Boolean @default(false)
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whatsappOptIn Boolean @default(false)
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// --- Consent audit trail (immutable evidence) ---
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// Stores exact text shown, timestamps, IP, user agent per consent type
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consentMeta Json?
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iPaidClickedAt DateTime?
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notes String?
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// Payment scheduling — the core of "pledge now, pay later"
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dueDate DateTime? // null = pay now, set = promise to pay on this date
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planId String? // groups installments together
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installmentNumber Int? // e.g. 1 (of 4)
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installmentTotal Int? // e.g. 4
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reminderSentForDueDate Boolean @default(false)
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eventId String
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event Event @relation(fields: [eventId], references: [id])
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qrSourceId String?
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qrSource QrSource? @relation(fields: [qrSourceId], references: [id])
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organizationId String
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organization Organization @relation(fields: [organizationId], references: [id])
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paymentInstruction PaymentInstruction?
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payments Payment[]
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reminders Reminder[]
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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paidAt DateTime?
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cancelledAt DateTime?
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@@index([organizationId, status])
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@@index([reference])
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@@index([eventId, status])
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@@index([donorEmail])
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@@index([donorPhone])
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@@index([dueDate, status])
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@@index([planId])
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}
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model PaymentInstruction {
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id String @id @default(cuid())
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pledgeId String @unique
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pledge Pledge @relation(fields: [pledgeId], references: [id], onDelete: Cascade)
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bankReference String // the unique ref to use
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bankDetails Json // {sortCode, accountNo, accountName, bankName}
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gcMandateId String?
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gcMandateUrl String?
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sentAt DateTime?
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createdAt DateTime @default(now())
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@@index([bankReference])
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}
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model Payment {
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id String @id @default(cuid())
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pledgeId String
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pledge Pledge @relation(fields: [pledgeId], references: [id], onDelete: Cascade)
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provider String // bank, gocardless, stripe
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providerRef String? // external ID
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amountPence Int
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status String @default("pending") // pending, confirmed, failed
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matchedBy String? // auto, manual
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receivedAt DateTime?
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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importId String?
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import Import? @relation(fields: [importId], references: [id])
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@@index([pledgeId])
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@@index([providerRef])
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}
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model Reminder {
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id String @id @default(cuid())
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pledgeId String
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pledge Pledge @relation(fields: [pledgeId], references: [id], onDelete: Cascade)
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step Int // 0=instructions, 1=nudge, 2=urgency, 3=final
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channel String @default("email") // email, sms, whatsapp
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scheduledAt DateTime
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sentAt DateTime?
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status String @default("pending") // pending, sent, skipped, failed
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payload Json?
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createdAt DateTime @default(now())
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@@index([pledgeId])
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@@index([scheduledAt, status])
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}
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model Import {
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id String @id @default(cuid())
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organizationId String
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organization Organization @relation(fields: [organizationId], references: [id])
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kind String // bank_statement, gocardless_export, crm_export
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fileName String?
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rowCount Int @default(0)
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matchedCount Int @default(0)
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unmatchedCount Int @default(0)
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mappingConfig Json?
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stats Json?
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status String @default("pending") // pending, processing, completed, failed
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uploadedAt DateTime @default(now())
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payments Payment[]
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@@index([organizationId])
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}
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model MessageTemplate {
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id String @id @default(cuid())
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organizationId String
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organization Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
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step Int // 0=receipt, 1=day2_gentle, 2=day7_impact, 3=day14_final
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channel String // whatsapp, email, sms
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variant String @default("A") // A, B for A/B testing
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name String // human label: "Gentle reminder", "Impact nudge"
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subject String? // email-only: subject line
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body String // template with {{variables}}
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isActive Boolean @default(true)
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splitPercent Int @default(100) // A/B: e.g. 50 = 50% get this variant
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sentCount Int @default(0)
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convertedCount Int @default(0) // donors who paid after receiving this
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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@@unique([organizationId, step, channel, variant])
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@@index([organizationId])
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}
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model AutomationConfig {
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id String @id @default(cuid())
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organizationId String @unique
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organization Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
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isActive Boolean @default(true)
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step1Delay Int @default(2) // days after pledge for step 1
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step2Delay Int @default(7) // days after pledge for step 2
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step3Delay Int @default(14) // days after pledge for step 3
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strategy String @default("waterfall") // waterfall, parallel, escalation, custom
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channelMatrix Json? // per-step channel config: { "0": ["whatsapp","email"], "1": ["whatsapp"], ... }
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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}
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model AnalyticsEvent {
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id String @id @default(cuid())
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eventType String // pledge_start, amount_selected, rail_selected, identity_submitted, pledge_completed, instruction_copy_clicked, i_paid_clicked, payment_matched
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pledgeId String?
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eventId String?
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qrSourceId String?
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metadata Json?
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createdAt DateTime @default(now())
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@@index([eventType])
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@@index([pledgeId])
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@@index([eventId])
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@@index([createdAt])
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}
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