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
Omair Saleh
9c7990e05c