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)
251 lines
8.0 KiB
Plaintext
251 lines
8.0 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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@@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 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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