Files
calvana/pledge-now-pay-later/src/app/dashboard
Omair Saleh c43404694e Telepathic Money + Reports: context-aware inbox, financial summary
## 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)
2026-03-04 21:22:03 +08:00
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