Version 1.0 • Technical Case StudyCONFIDENTIAL
EdTech & Marketplace Engineering

ConnectBud Platform Architecture

A high-concurrency role-based tutoring and counselling marketplace built around a unified financial ledger, multi-gateway escrow payments, multi-tier referral programs, internal wallets, and centralized operational administration.

Primary StackDjango v3 • React SPA
Data & StorageMySQL • AWS S3
Payment LayerStripe • PayPal • Wallets
Realtime & MessagingFirebase • Mailbud Engine
01

Executive Summary

ConnectBud v3 was engineered to solve complex trust, escrow, and multi-sided billing challenges for private tutoring and college counselling. The platform harmonizes 6 distinct user roles across Web and Mobile with a central, immutable ledger.

User Roles
6
Parent, Tutor, Counsellor, Agent, Buddy, Admin
Categories
4
Free Demo, Milestone, Pick Tutor, Summer Camp
Gateways
4
Stripe, PayPal, Internal Wallet, Offline Cash
Referral Tiers
2
Parent Agent (10%) & Tutor Buddy (5%)
Wallet Systems
3
UserWallet, AgentWallet, CounsellorWallet
Mailbud Engine
30+
Automated lifecycle & transactional templates
Operational Note: Actual engagement growth, revenue uplift, conversion, and retention percentages are tracked directly in client production analytics tools and omitted from this public architectural brief to preserve enterprise confidentiality.
02

Project Overview

Problem Statement

  • Escrow & Disintermediation Risk: Preventing off-platform payments while eliminating payment fraud for parents and wage uncertainty for tutors.
  • Ledger Fragmentation: Consolidating disparate refunds, partial escrow releases, multi-gateway fee deductions, and affiliate commissions into one double-entry ledger.
  • Multi-Role Permissions: Enforcing strict, partitioned access boundaries across six concurrent persona types without duplicating core data abstractions.

What the Platform Does

  • Discovery & Booking: Parents search verified educators, schedule live sessions, and secure funds in escrow.
  • Tutor Workspace: Educators manage custom calendars, deliver curriculum milestones, and execute instant wallet withdrawals.
  • Counsellor Vertical: Dedicated admissions counselling booking with minimum-session rules and payout splits.
  • Dual Growth Engine: Automated QR/link onboarding for External Agents and internal peer Tutor Buddies.
Primary Platform Stakeholders:
ParentsTutorsCounsellorsAgentsTutor BuddiesOperations Admin
03

Scope & Core Subsystems

The production solution encompasses an integrated suite of web, mobile, asynchronous workers, and messaging engines.

SubsystemCore Capability & Deliverable
Web PortalRole-aware React SPA: Marketplace catalogue, lesson booking, counsellor portal, and administrative control center.
Mobile AppCross-platform client: Push notifications, live chat, session calendar, mobile wallet passbook, and booking checkout.
Mailbud Engine30+ transactional and scheduled email flows: Account activation, milestone notifications, escrow receipts, and review requests.
Cronjob OrchestratorAutomated background workers: 24h lesson reminders, referral commission expiry calculations, unattended class alerts, and S3 reporting.
Tutor ModuleMulti-attribute skill tagging, variable hourly pricing, timezone availability calendar, and background verification pipeline.
Counsellor TierUS college credentials vetting, minimum 2-session bundle packaging, client reviews, and direct 82% net settlement.
Referral NetworkDual onboarding funnel: External agent partner engine (10%) and peer-to-peer Tutor Buddy incentive network (5%).
Core Technology Blueprint: Django v3 (REST APIs & ORM) + React SPA + MySQL 8.0 (InnoDB ACID transactions) + AWS S3 Encrypted Storage + Stripe Connect + PayPal REST SDK + Firebase Cloud Messaging.
04

Core Marketplace & Escrow Flows

At the heart of the booking system is the hierarchical ProjectRequest and ProjectMilestone model, ensuring granular accounting for every single lesson.

Escrow Lifecycle & Milestone Governance

1
Booking & Escrow

Parent books milestone; funds placed in escrow (state: ESCROW_HELD).

2
Delivery & Timestamps

Class is delivered; dual verification requires Parent + Tutor completion timestamps.

3
Escrow Release

Escrow transitions RELEASED. Funds credited to Tutor internal wallet.

4
Milestone Rewards

Automated achievement certificate generated every 25 completed/released classes.

4 Distinct Project Categories:
  • • Free Demo: Zero-dollar discovery lesson with automated trial guardrails.
  • • Milestone: Standard pay-as-you-go sequential lesson progression.
  • • Pick Tutor: Direct parent recruitment of curated specialist educators.
  • • Summer Camp: Cohort-based multi-week bundled educational intensives.
Counselling Session Rules:
  • • Minimum Commitment: Bundles require a strict minimum of 2 sessions.
  • • Flexible Checkout: Payable via Stripe, PayPal, Wallet, or Admin Cash.
  • • Webhook Activation: Gateway checkouts activate asynchronously via webhooks; wallet debits finalize synchronously.
  • • Net Remittance: Counsellor receives 82% gross revenue upon delivery.
05

Agent Referral & Tutor Buddy Network

Instead of building fragmented affiliate modules, CBNITS architected a unified Agent model that handles both external acquisition partners and internal educator advocates.

ProgramTarget AudienceCommissionStrategic Purpose & Incentive
External AgentParents & Students10%Drives top-of-funnel student enrollment through educational consultants and affiliates.
Tutor BuddyNew Tutors & Educators5%Incentivizes top-performing tutors to recruit peer educators, ensuring rapid qualified tutor supply.

Commission Rules & Attribution

Attribution operates via QR codes and unique referral tokens. Commissions are active for up to 1 full year from the referee registration date and trigger on each completed milestone.

Duplicate Prevention

Database unique constraints prevent duplicate commissions per milestone. Admins manage payout batches, view live ledger balances, and audit verified bank coordinates.

06

Counsellor Vertical Integration

College admissions counselling was built as a premium, additive tier, seamlessly reusing existing authentication, payment orchestration, and moderation infrastructure.

01 • Onboarding

Admin-Vetted Credentials

Counsellor accounts are provisioned via admin; resumes stored in secure private S3 buckets; validated against US university credentials.

02 • Packaging

Bundle Requirements

Enforces a minimum 2-session purchase to maintain educational continuity; supports all 4 payment pathways.

03 • Settlement

82% Net Revenue Split

Upon session completion, 82% of gross booking automatically clears to CounsellorWallet, with 18% retained as platform fee.

04 • Governance

1-to-1 Verified Reviews

Only verified clients who complete a booking can submit a 1–5 star rating, eliminating astroturfing and fake reviews.

05 • Banking

Dedicated Bank Registry

Isolated CounsellorBankDetail schema records routing, account tokens, and KYC statuses for wire settlement.

06 • Visibility

Admin Publication Control

Operations teams hold granular toggles to publish, pause, or audit profiles and individual client reviews.

07

Unified Ledger & Wallet Safety Architecture

To prevent multi-gateway reconciliation drift, ConnectBud enforces a single source of financial truth: the central TransactionHistory audit ledger.

Double-Entry Ledger Integrity

Tracks fees, escrow releases, commissions, refunds, and adjustments in real-time.

ACID Guaranteed

Supported Gateways & Channels

Stripe: One-time milestone checkout & subscription recurring flows.Webhooks
PayPal: One-time & recurring checkout with IPN verification.Webhooks
Internal Wallet: Synchronous balance deduction, refunds & full/partial split payments.Real-time
Admin Cash: Manual reconciliations with audit reason codes.Admin
# Concurrency Protection (Django ORM)Pessimistic Lock

# Protect concurrent wallet credit/debit:

with transaction.atomic():
    wallet = UserWallet.objects.select_for_update().get(user_id=uid)
    if wallet.balance >= required_fee:
        wallet.balance -= required_fee
        wallet.save()
        TransactionHistory.record_debit(...)
select_for_update() prevents race conditions between simultaneous webhook completions and client withdrawals.
08

Centralized Admin Console & Controls

Operations and financial teams manage all six roles through a unified operational command center.

User Lifecycle Governance

Verification, background-check status toggling, role reassignments, credential resets, and account deactivation across tutors, parents, mentors, and counsellors.

Booking & Project Intervention

Tutor reassignment on unattended classes, skill tag modifications, project closures, milestone dispute arbitration, and certificate regeneration.

Wallet & Payout Authorizations

Manual escrow release overrides, withdrawal review batches, affiliate agent payouts, counsellor ledger adjustments, and refund approvals.

Communication & Content Moderation

Live moderation of student-tutor chat logs, community feed posts, verified reviews, and homepage educator testimonials.

09

Mailbud — Transactional Email Infrastructure

Mailbud is ConnectBud internal transactional, engagement, and batch communication service designed to handle educational notifications reliably.

30+
Email Templates
100
Batch Size
3 Modes
Preset / URL / Raw HTML
24/7
Scheduled Triggers

Automated Scheduled Workflows

Pre-class 24h & 1h reminder notifications
Escrow deposit confirmation & payment receipts
Referral onboarding & monthly commission statements
Post-milestone verified review prompts
10

Reporting & Deliverable Artifacts

The platform generates structured data artifacts and operational reports stored securely in AWS S3 and delivered via expiring pre-signed URLs.

Excel (.xlsx) Reports

Comprehensive exports for Operations, Finance, and external partners covering users, transactions, and agent balances.

Pre-Signed S3 URLs

Time-limited, cryptographically signed S3 URLs guarantee confidential exports are delivered only to authorized administrators.

PDF Certificates

Automated PDF generation engine issues student & tutor milestone certificates every 25 successfully completed lessons.

11

Technical Glossary

ProjectRequestTop-level tutoring engagement entity connecting parent, student, and educator.
ProjectMilestoneGranular class record representing exactly one billable educational session.
Escrow StatusState machine tracking client funds from ESCROW_HELD to ESCROW_RELEASED upon verified class delivery.
UserWallet / AgentWalletInternal ledger balances allowing frictionless re-booking or ACH/PayPal withdrawal.
Tutor BuddyPeer-to-peer 5% referral compensation model designed to scale qualified educator recruitment.
Counsellor VerticalAdditive higher-education guidance tier featuring verified college alumni and an 82% net revenue split.
Webhook IngestionAsynchronous HTTPS endpoint handling Stripe & PayPal charge, refund, and dispute callbacks with idempotency keys.
MailbudCentralized Django notification engine with 30+ responsive templates and scheduled cron delivery.
12

Value for Future Engagements

The patterns established in the ConnectBud build provide modular, enterprise-proven building blocks for any organization developing multi-sided transactional applications:

Extensible Role Architecture

New actor personas (such as Counsellor or Tutor Buddy) inherit existing authentication, payments, and admin foundations without separate codebase forks.

Unified Financial Ledger

One immutable ledger acts as the definitive source of truth for audits, automated reconciliation, tax accounting, and operational reporting.

Multi-Gateway Abstraction

Payment providers (Stripe, PayPal, internal wallet, cash) sit behind a unified checkout facade, isolating third-party API changes to localized drivers.

Composable Referral Engine

A single extensible Agent model powers multiple acquisition loops (External Agent + Tutor Buddy) with zero duplicate attribution or payout collision.

Reusable Review Architecture

Counsellor reviews seamlessly extend the marketplace feedback pattern with verified-booking gating, 1–5 star scoring, and admin visibility controls.

Shared Excel + S3 Pipeline

Heavy background reporting exports to .xlsx with expiring pre-signed S3 URLs as a shared platform service across all marketplace modules.

13

Conclusion

ConnectBud v3 combines tutoring, counselling, referral acquisition, wallets and multi-gateway payments in one operational platform.

Key source-backed scale indicators: 6 roles, 4 project categories, 4 payment methods, 2 referral tiers, 3 wallet types and 30+ email templates, with Excel/S3 reporting and a unified financial ledger.

The Counsellor module adds a second paid service vertical, while Tutor Buddy adds a structured tutor-acquisition channel.

Production Analytics & Business Impact NoteFor a quantified business-impact version, production analytics should supply engagement %, booking conversion %, repeat booking %, referral-driven users, counselling revenue/GMV, tutor growth, retention and profit/margin. These figures are not present in the supplied source and have therefore not been fabricated.
Next Steps

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