Omair Saleh
ce4f2ba52a
THE INSIGHT: Settings pages feel like work because they're designed as FORMS. 6 identical white boxes stacked vertically = 'I have to fill all this in?' But Aaisha's mental model is a CHECKLIST: 'Am I set up? What's left? Let me fix the one thing that's missing.' THE PATTERN: Each setting has 3 visual states: ✓ CONFIGURED → single summary line 'Bank account · Barclays · ****5678' [Edit] Clicking Edit expands the form inline. ○ NEEDS SETUP → expanded with instructions + form The first unconfigured item auto-expands. → EDITING → expanded form with Save/Cancel Save auto-collapses back. Green flash confirms. THE RESULT: - Everything configured? Page is SHORT. Green dots, one-liners. - Something missing? That section is expanded and loud. - No 'wall of forms' feeling. - Only one section open at a time (accordion). HEADER: Old: Dark stats bar with 5 cells of status dots New: Thin progress bar + human sentence 'You're all set' / '2 things left before you go live' Counts only essentials (WhatsApp, bank, charity name). LAYOUT: Old: 6 separate bordered boxes, each with header + form New: Single bordered container, divide-y between items Each item is a clickable ROW that expands/collapses Blue left-border accent on expanded form Status dot: green=done, amber=needed, gray=optional SPECIFICS: - WhatsApp: collapsed to 'Connected · +447xxx · Receipts, reminders' Expands to show QR or features grid - Bank: collapsed to 'Barclays · ****5678' Expands to form + live 'What donors see' preview - Charity: collapsed to name + color swatch Expands to form + pledge page header preview - Stripe: collapsed to 'Connected' or 'Optional' Expands to key field + webhook setup - Team: collapsed to '3 members · 1 leader' Expands to member list + invite flow - GoCardless: dimmed when collapsed (advanced), expands normally NEW COMPONENTS: - SettingRow: generic expand/collapse row pattern - WhatsAppRow: special case with QR polling - TeamRow: special case with member list + invite - SaveRow: Save + Cancel buttons, auto-collapse on save - Field: reusable input (unchanged)
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.