Formula Configurator — every scoring threshold, in one place.
Every threshold below feeds the scoring engine for Performance / Retention / Growth buckets. Change any value, tap Save config, and the new threshold takes effect across all open sessions within ~1 second (no reload needed). Cross-check your changes against the legacy CA Bonus Tracker Sheet anytime via More → Formula Inspector.
);
}
// ── F1.1.1 — Invite Teammate modal ──────────────────────────────────────────
const INVITE_ERROR_COPY = {
forbidden: 'You don\'t have permission to invite teammates.',
bad_email: 'That doesn\'t look like a valid email.',
missing_display_name: 'Display name is required.',
bad_role: 'Pick a role.',
weak_password: 'Password must be at least 8 characters.',
ca_id_required: 'CA id is required for the Client Associate role.',
sales_role_required: 'Pick AM or RDR for sales hires.',
sales_id_required: 'Sales id (e.g. AM-02) is required.',
create_user_failed: 'Could not create the auth user — email may already exist.',
profile_insert_failed: 'Could not create the profile row.',
ca_insert_failed: 'Could not create the CA roster row — id may be taken.',
sales_insert_failed: 'Could not create the sales-team row — id may be taken.',
not_signed_in: 'Your session expired. Sign in again.',
invalid_token: 'Your session expired. Sign in again.',
};
// Compute next sequential id like 'CA-03' / 'AM-04' / 'RDR-01'.
// Strategy: max numeric suffix + 1 (avoids reusing IDs even if rows were deleted).
function CABT_nextSeqId(prefix, existingIds) {
let max = 0;
const re = new RegExp('^' + prefix + '-(\\d+)$');
for (const id of existingIds || []) {
const m = re.exec(String(id || ''));
if (m) {
const n = parseInt(m[1], 10);
if (n > max) max = n;
}
}
return prefix + '-' + String(max + 1).padStart(2, '0');
}
function InviteTeammateModal({ theme, state, onClose, onSuccess }) {
// Escape, focus trap, scroll lock and giving focus back to whatever
// opened this — see useDialog in ui.jsx.
const dialogBox = React.useRef(null);
useDialog(true, onClose, dialogBox);
// formRole is the UI selection; we map AM/RDR back to role='sales' at submit.
const [formRole, setFormRole] = React.useState('ca');
const [email, setEmail] = React.useState('');
const [displayName, setDisplayName] = React.useState('');
const [password, setPassword] = React.useState('');
const [submitting, setSubmitting] = React.useState(false);
const [errMsg, setErrMsg] = React.useState(null);
// Auto-assigned id, computed from existing roster — recomputed on role change.
const autoId = React.useMemo(() => {
if (formRole === 'ca') return CABT_nextSeqId('CA', (state?.cas || []).map(c => c.id));
if (formRole === 'am') return CABT_nextSeqId('AM', (state?.sales || []).filter(s => s.role === 'AM' ).map(s => s.id));
if (formRole === 'rdr') return CABT_nextSeqId('RDR', (state?.sales || []).filter(s => s.role === 'RDR').map(s => s.id));
return null; // owner/admin/integrator have no roster id
}, [formRole, state]);
// Owner is intentionally not in this list — there's only one Owner (Bobby)
// and it's never created via the Invite flow. Admin is selectable for FIs
// who should have full-privilege access.
const ROLE_OPTIONS = [
{ value: 'admin', label: 'Admin' },
{ value: 'integrator', label: 'Fractional Integrator' },
{ value: 'ca', label: 'Client Associate' },
{ value: 'am', label: 'Account Manager' },
{ value: 'rdr', label: 'Relationship Development Rep' },
];
// Translate UI role → DB role + salesRole
const dbRoleFor = (fr) => {
if (fr === 'am' || fr === 'rdr') return 'sales';
return fr;
};
const dbSalesRoleFor = (fr) => {
if (fr === 'am') return 'AM';
if (fr === 'rdr') return 'RDR';
return null;
};
const submit = async (e) => {
if (e && e.preventDefault) e.preventDefault();
setErrMsg(null);
if (!email.trim()) return setErrMsg('Email is required.');
if (!displayName.trim()) return setErrMsg('Display name is required.');
if (!password || password.length < 8) return setErrMsg('Password must be at least 8 characters.');
setSubmitting(true);
try {
await CABT_inviteUser({
email: email.trim(),
displayName: displayName.trim(),
role: dbRoleFor(formRole),
password,
caId: formRole === 'ca' ? autoId : null,
salesRole: dbSalesRoleFor(formRole),
salesId: (formRole === 'am' || formRole === 'rdr') ? autoId : null,
});
onSuccess('Invited ' + email.trim());
} catch (err) {
const code = err && err.message;
setErrMsg(INVITE_ERROR_COPY[code] || (err.detail ? `${code}: ${err.detail}` : code) || 'Invite failed.');
setSubmitting(false);
}
};
// On desktop (vw>=1024) the modal centers and becomes a card; on mobile
// it slides up as a bottom sheet. Both follow the same content layout.
const isDesktop = typeof window !== 'undefined' && window.innerWidth >= 1024;
return (