Files
calvana/pledge-now-pay-later
Omair Saleh 7f347260c5 AI-first Automations: done-for-you optimisation
AI is the headline, not a hidden feature.

THREE STATES:

1. NOT STARTED → dark hero:
   'Let AI improve your messages'
   'AI writes a different version of each message and tests
    both with real donors. The better one wins automatically.'
   [Start optimising] ← one button, AI does all 4 steps

2. TESTING → dark hero with pulse:
   'AI is testing 4 experiments'
   Each message shows side-by-side: Yours vs AI's version
   Live conversion rates, progress bar to verdict
   'Pick winners & start new round' button

3. OPTIMISED → dark hero with trophy:
   'Messages optimised · 47 sent · 94% delivered'
   [New round] ← keeps improving forever

INSIDE THE CONVERSATION:

A/B tests show as split cards within the chat:
┌──────────────────────────────┐
│  AI is testing this message │
├──────────────┬───────────────┤
│ Yours        │  AI          │
│ Hi Ahmed..   │ Ahmed, 47..   │
│ 33%          │ 54% 🏆        │
│ 8/24 sent    │ 14/26 sent    │
├──────────────┴───────────────┤
│ ▓▓▓▓▓▓▓▓▓░░░ 72%            │
│ AI version converts 21% better│
└──────────────────────────────┘

Normal messages (no test): click to edit inline.
Everything else: AI handles it.
2026-03-05 01:50:26 +08:00
..

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

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.