Omair Saleh
c52c97df17
THE STAR OF THE SHOW — the automation engine is now visible. ## New: Unified Messaging Layer (src/lib/messaging.ts) Channel waterfall: WhatsApp → SMS → Email - sendToDonor() routes to best available channel - Respects donor consent flags (whatsappOptIn, emailOptIn) - Falls back automatically if primary channel fails - Every attempt logged to AnalyticsEvent for dashboard ## New: Email Integration (src/lib/email.ts) Bring-your-own-key: charity pastes their Resend or SendGrid API key - Resend: free 3,000 emails/month - SendGrid: free 100/day - Messages come from THEIR domain (donations@mymosque.org) - Plain text auto-converted to clean HTML ## New: SMS Integration (src/lib/sms.ts) Bring-your-own-key: charity pastes their Twilio credentials - Pay-as-you-go (~3p per SMS) - UK number normalization (07xxx → +447xxx) - Reaches donors without WhatsApp or email ## New: /dashboard/automations — the visible engine A. Dark hero stats: Messages this week per channel + delivery rate B. Live channels: WhatsApp/Email/SMS with status, features, stats C. The Pipeline: visual 4-step automation sequence - What triggers, what's sent, which channels, waterfall explanation D. Scheduled reminders: upcoming messages with timing E. Message feed: recent messages with channel icon, status, time ## New: /api/messaging/status — dashboard data endpoint Returns channels, stats (7 day), history (50 recent), pending reminders ## New: /api/messaging/test — send test message to admin ## Schema: 8 new Organization columns emailProvider, emailApiKey, emailFromAddress, emailFromName smsProvider, smsAccountSid, smsAuthToken, smsFromNumber ## Settings: 2 new channel rows in the checklist - Email: provider selector (Resend/SendGrid) + API key + from address - SMS: Twilio credentials + from number Both follow the same checklist expand/collapse pattern ## Nav: Automations added between Money and Reports Home → Collect → Money → Automations → Reports → Settings ## Stats tracking Messages logged as AnalyticsEvent: message.whatsapp.receipt.sent message.email.reminder_1.failed message.sms.reminder_2.sent Donor PII masked in logs (last 4 digits of phone, email obfuscated)
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.