Investor Portfolio

Real-time performance across all investors and stores

Total AUM
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Active Investors
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Average ROI
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Weighted across portfolios
Monthly Revenue
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Total Distributed
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All-time payouts to investors
Portfolio IRR
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Weighted avg IRR
Fund NAV
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Net Asset Value

Analytics & Trends

Revenue Over Time
Daily net profit across all stores
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Total Net Profit
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Revenue by Platform
Net profit breakdown by marketplace
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Top Platform
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ROI Per Investor
■ >35% ■ 20–35% ■ <20%
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Avg ROI
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AUM Growth
Cumulative capital under management over time
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Current AUM
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All Investors

Live Data
Showing all investors
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Notification Log

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Activity Log

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Monthly Reports

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Weekly Digest

Portfolio health digest sent to Sohail — risk changes, top performers, action items, and revenue summary. Delivered to: sohail@gec.live
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Communications Hub

Send bulk announcements to investors — distribution notices, quarterly updates, or custom messages. Variables: {{investor_name}} {{total_invested}} {{roi_percent}}
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+ parseFloat(r.fixed_amount || 0).toFixed(2) : parseFloat(r.allocation_percent || 0).toFixed(1) + '%'; const typeBadge = r.rule_type === 'revenue_share' ? 'Revenue Share' : r.rule_type === 'profit_share' ? 'Profit Share' : 'Fixed Amount'; const statusBadge = r.status === 'active' ? 'Active' : r.status === 'paused' ? 'Paused' : 'Expired'; const storeLabel = r.store_id ? escapeHtml(r.store_name || 'Store') : 'Fund-level'; const effectiveTo = r.effective_to ? fmtDateShort(r.effective_to) : 'Ongoing'; const editBtn = ''; const deleteBtn = ''; return '' + '' + escapeHtml(r.investor_name || '') + '' + '' + storeLabel + '' + '' + typeBadge + '' + '' + allocDisplay + '' + '' + fmtDateShort(r.effective_from) + '' + '' + effectiveTo + '' + '' + statusBadge + '' + '' + editBtn + deleteBtn + '' + ''; }).join(''); } async function loadInvestorOptionsForRules() { try { const res = await authFetch('/api/admin/investors'); const data = await res.json(); if (!data.success) return; const invSelect = document.getElementById('ruleInvestorSelect'); if (!invSelect) return; const investors = data.investors || []; invSelect.innerHTML = '' + investors.map(i => '' ).join(''); } catch (err) { console.warn('Failed to load investors for rules:', err); } } function onRuleInvestorChanged() { const investorId = document.getElementById('ruleInvestorSelect').value; const storeSelect = document.getElementById('ruleStoreSelect'); if (!storeSelect || !investorId) return; // Load stores for this investor loadStoresForInvestor(investorId, storeSelect); } async function loadStoresForInvestor(investorId, storeSelect) { try { const res = await authFetch('/api/admin/investors/' + investorId + '/stores'); const data = await res.json(); if (!data.success) return; const stores = data.stores || []; storeSelect.innerHTML = '' + stores.map(s => '' ).join(''); } catch (err) { console.warn('Failed to load stores:', err); } } function onRuleTypeChanged() { const ruleType = document.getElementById('ruleTypeSelect').value; const allocField = document.getElementById('ruleAllocationField'); const fixedField = document.getElementById('ruleFixedAmountField'); if (ruleType === 'fixed_amount') { if (allocField) allocField.style.display = 'none'; if (fixedField) fixedField.style.display = ''; } else { if (allocField) allocField.style.display = ''; if (fixedField) fixedField.style.display = 'none'; } } function showAddRuleModal(ruleId) { const modal = document.getElementById('addRuleModal'); if (!modal) return; // Reset form document.getElementById('ruleInvestorSelect').value = ''; document.getElementById('ruleStoreSelect').innerHTML = ''; document.getElementById('ruleTypeSelect').value = 'revenue_share'; document.getElementById('ruleAllocationInput').value = ''; document.getElementById('ruleFixedAmountInput').value = ''; document.getElementById('ruleEffectiveFrom').value = ''; document.getElementById('ruleEffectiveTo').value = ''; document.getElementById('ruleNotesInput').value = ''; onRuleTypeChanged(); if (ruleId) { // Edit mode - prefill from cache const rule = distributionRulesCache.find(r => r.id === ruleId); if (rule) { document.getElementById('ruleInvestorSelect').value = rule.investor_id; // Load stores then set store const storeSelect = document.getElementById('ruleStoreSelect'); loadStoresForInvestor(rule.investor_id, storeSelect).then(() => { storeSelect.value = rule.store_id || ''; }); document.getElementById('ruleTypeSelect').value = rule.rule_type; document.getElementById('ruleEffectiveFrom').value = rule.effective_from || ''; document.getElementById('ruleEffectiveTo').value = rule.effective_to || ''; document.getElementById('ruleNotesInput').value = rule.notes || ''; onRuleTypeChanged(); if (rule.rule_type === 'fixed_amount') { document.getElementById('ruleFixedAmountInput').value = rule.fixed_amount || ''; } else { document.getElementById('ruleAllocationInput').value = rule.allocation_percent || ''; } modal.dataset.editingId = ruleId; } } else { delete modal.dataset.editingId; } modal.style.display = 'flex'; } async function saveDistributionRule() { const modal = document.getElementById('addRuleModal'); const editingId = modal ? modal.dataset.editingId : null; const investor_id = document.getElementById('ruleInvestorSelect').value; const store_id = document.getElementById('ruleStoreSelect').value; const rule_type = document.getElementById('ruleTypeSelect').value; const allocation_percent = parseFloat(document.getElementById('ruleAllocationInput').value) || 0; const fixed_amount = parseFloat(document.getElementById('ruleFixedAmountInput').value) || 0; const effective_from = document.getElementById('ruleEffectiveFrom').value; const effective_to = document.getElementById('ruleEffectiveTo').value; const notes = document.getElementById('ruleNotesInput').value; if (!investor_id || !rule_type || !effective_from) { showToast('Investor, rule type, and effective from date are required', 'error'); return; } const payload = { investor_id: parseInt(investor_id), store_id: store_id ? parseInt(store_id) : null, rule_type, allocation_percent, fixed_amount: rule_type === 'fixed_amount' ? fixed_amount : null, effective_from, effective_to: effective_to || null, notes: notes || null }; try { let res; if (editingId) { res = await authFetch('/api/admin/distribution-rules/' + editingId, { method: 'PATCH', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify(payload) }); } else { res = await authFetch('/api/admin/distribution-rules', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify(payload) }); } const data = await res.json(); if (!data.success) throw new Error(data.message); showToast(editingId ? 'Rule updated' : 'Rule created', 'success'); closeModal('addRuleModal'); loadDistributionRulesSection(); } catch (err) { showToast('Failed: ' + err.message, 'error'); } } function editDistributionRule(ruleId) { showAddRuleModal(ruleId); } async function deleteDistributionRule(ruleId) { if (!confirm('Delete this distribution rule? This cannot be undone.')) return; try { const res = await authFetch('/api/admin/distribution-rules/' + ruleId, { method: 'DELETE' }); const data = await res.json(); if (!data.success) throw new Error(data.message); showToast('Rule deleted', 'success'); loadDistributionRulesSection(); } catch (err) { showToast('Failed: ' + err.message, 'error'); } } function showCalculateDistributionsModal() { const modal = document.getElementById('calculateDistModal'); if (!modal) return; document.getElementById('calcResultArea').style.display = 'none'; document.getElementById('calcErrorArea').style.display = 'none'; document.getElementById('calcPeriodInput').value = ''; modal.style.display = 'flex'; } async function runDistributionCalculation() { const period = document.getElementById('calcPeriodInput').value; if (!period) { showToast('Select a period', 'error'); return; } const resultArea = document.getElementById('calcResultArea'); const errorArea = document.getElementById('calcErrorArea'); const resultText = document.getElementById('calcResultText'); const errorText = document.getElementById('calcErrorText'); resultArea.style.display = 'none'; errorArea.style.display = 'none'; try { const res = await authFetch('/api/admin/distributions/calculate?period=' + period, { method: 'POST' }); const data = await res.json(); if (!data.success) throw new Error(data.message); resultText.textContent = data.message || (data.draft_count + ' drafts created. Batch ID: ' + data.batch_id); resultArea.style.display = ''; showToast('Calculation complete: ' + data.draft_count + ' drafts', 'success'); } catch (err) { errorText.textContent = err.message; errorArea.style.display = ''; } } function showViewDraftsModal() { const modal = document.getElementById('viewDraftsModal'); if (!modal) return; document.getElementById('draftBatchInput').value = ''; document.getElementById('draftsLoadingArea').style.display = ''; document.getElementById('draftsContentArea').style.display = 'none'; modal.style.display = 'flex'; } let currentDraftBatch = null; async function loadDistributionDrafts() { const batchId = document.getElementById('draftBatchInput').value.trim(); if (!batchId) { showToast('Enter a batch ID', 'error'); return; } currentDraftBatch = batchId; const loadingArea = document.getElementById('draftsLoadingArea'); const contentArea = document.getElementById('draftsContentArea'); loadingArea.style.display = ''; contentArea.style.display = 'none'; try { const res = await authFetch('/api/admin/distributions/drafts?batch_id=' + encodeURIComponent(batchId)); const data = await res.json(); if (!data.success) throw new Error(data.message); loadingArea.style.display = 'none'; contentArea.style.display = ''; renderDrafts(data.drafts, data.by_investor, batchId); } catch (err) { loadingArea.textContent = 'Error: ' + err.message; loadingArea.style.display = ''; } } function renderDrafts(drafts, byInvestor, batchId) { const summaryBar = document.getElementById('draftsSummaryBar'); const tableArea = document.getElementById('draftsTableArea'); const actionArea = document.getElementById('draftsActionArea'); if (!drafts || drafts.length === 0) { summaryBar.innerHTML = 'No drafts found for this batch.'; tableArea.innerHTML = ''; actionArea.innerHTML = ''; return; } const totalAmount = drafts.reduce((s, d) => s + parseFloat(d.net_amount || 0), 0); summaryBar.innerHTML = '
Total Drafts
' + drafts.length + '
' + '
Total Amount
' + fmtFull(totalAmount) + '
' + '
Status
' + (drafts[0].status || 'draft') + '
'; tableArea.innerHTML = '' + '' + '' + '' + '' + '' + drafts.map(d => '' + '' + '' + '' + '' + '').join('') + '
InvestorStoreTypeNet Amount
' + escapeHtml(d.investor_name || '') + '' + (d.store_name || 'Fund-level') + '' + (d.rule_type || '') + '' + fmtFull(parseFloat(d.net_amount || 0)) + '
'; const status = drafts[0].status; if (status === 'draft') { actionArea.innerHTML = '' + ''; } else { actionArea.innerHTML = 'This batch is ' + status + ''; } } async function approveDistributionBatch() { if (!currentDraftBatch) return; if (!confirm('Approve this distribution batch? This will create actual distribution records for investors. This cannot be undone.')) return; try { const res = await authFetch('/api/admin/distributions/drafts/' + currentDraftBatch + '/approve', { method: 'POST' }); const data = await res.json(); if (!data.success) throw new Error(data.message); showToast('Batch approved: ' + data.finalized_count + ' distributions created', 'success'); closeModal('viewDraftsModal'); loadDistributionRulesSection(); } catch (err) { showToast('Failed: ' + err.message, 'error'); } } async function voidDistributionBatch() { if (!currentDraftBatch) return; if (!confirm('Void this distribution batch? All drafts will be marked as voided. This cannot be undone.')) return; try { const res = await authFetch('/api/admin/distributions/drafts/' + currentDraftBatch + '/void', { method: 'POST' }); const data = await res.json(); if (!data.success) throw new Error(data.message); showToast('Batch voided: ' + data.voided_count + ' drafts', 'success'); closeModal('viewDraftsModal'); } catch (err) { showToast('Failed: ' + err.message, 'error'); } } // ============================================= // END DISTRIBUTION RULES // ============================================= async function loadCapitalCallsSection() { const tbody = document.getElementById('capitalCallsTableBody'); if (!tbody) return; const statusFilter = document.getElementById('capitalCallsFilter') ? document.getElementById('capitalCallsFilter').value : ''; try { const url = '/api/admin/capital-calls' + (statusFilter ? '?status=' + statusFilter : ''); const res = await authFetch(url); const data = await res.json(); if (!data.success) throw new Error(data.message); const calls = data.calls; if (calls.length === 0) { tbody.innerHTML = 'No capital calls found.'; return; } tbody.innerHTML = calls.map(c => ` ${escapeHtml(c.investor_name)} Call ${c.call_number} ${fmtDateShort(c.call_date)} ${fmtDateShort(c.due_date)} ${fmtFull(c.amount_called)} ${fmtFull(c.amount_received)} ${callStatusBadge(c.status)} ${c.status !== 'received' ? `` : ''} `).join(''); } catch (err) { tbody.innerHTML = `Failed to load: ${err.message}`; } } async function markCallReceivedGlobal(callId) { try { const res = await authFetch(`/api/admin/capital-calls/${callId}`, { method: 'PUT', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ status: 'received' }) }); const data = await res.json(); if (!data.success) throw new Error(data.message); showToast('Call marked as received', 'success'); loadCapitalCallsSection(); loadCapitalSummaryKpi(); } catch (err) { showToast('Failed: ' + err.message, 'error'); } } async function bulkMarkReceived() { const checked = [...document.querySelectorAll('.capital-call-check:checked')].map(el => parseInt(el.value)); if (checked.length === 0) { showToast('Select calls to mark received', 'error'); return; } try { const res = await authFetch('/api/admin/capital-calls/bulk-received', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ call_ids: checked }) }); const data = await res.json(); if (!data.success) throw new Error(data.message); showToast(`${data.updated_count} call(s) marked received`, 'success'); loadCapitalCallsSection(); loadCapitalSummaryKpi(); } catch (err) { showToast('Bulk update failed: ' + err.message, 'error'); } } function refreshCapitalCallsSection() { if (document.getElementById('capitalCallsSection') && document.getElementById('capitalCallsSection').style.display !== 'none') { loadCapitalCallsSection(); } } function scrollToCapitalCalls(e) { e.preventDefault(); const el = document.getElementById('capital-calls-section'); if (el) el.scrollIntoView({ behavior: 'smooth', block: 'start' }); } function scrollToCashFlow(e) { e.preventDefault(); const el = document.getElementById('cash-flow-section'); if (el) el.scrollIntoView({ behavior: 'smooth', block: 'start' }); } function fmtDateShort(iso) { if (!iso) return '—'; const d = new Date(iso); return d.toLocaleDateString('en-US', { month: 'short', day: 'numeric', year: 'numeric' }); } async function loadAllStatements() { const tbody = document.getElementById('statementsTableBody'); if (!tbody) return; const period = document.getElementById('stmtPeriodFilter').value; try { const url = '/api/admin/statements' + (period ? '?period=' + encodeURIComponent(period) : ''); const res = await authFetch(url); const data = await res.json(); if (!data.success) throw new Error(data.message); const stmts = data.statements; if (stmts.length === 0) { tbody.innerHTML = 'No statements generated yet.'; return; } // Populate period filter dropdown const filterSel = document.getElementById('stmtPeriodFilter'); const periods = [...new Set(stmts.map(s => s.statement_period))].sort().reverse(); const curVal = filterSel.value; filterSel.innerHTML = '' + periods.map(p => ``).join(''); tbody.innerHTML = stmts.map(s => ` ${s.investor_name || '—'} ${s.statement_period} ${fmtDateShort(s.period_start)} – ${fmtDateShort(s.period_end)} ${s.generated_by || '—'} ${fmtDateShort(s.created_at)} `).join(''); } catch (err) { tbody.innerHTML = `${err.message}`; } } // ============================================ // 2FA / SECURITY // ============================================ let _twoFaSecret = null; async function loadSecurity() { const container = document.getElementById('securityContent'); if (!container) return; try { const res = await authFetch('/api/admin/2fa/status'); const data = await res.json(); if (!data.success) throw new Error(data.message); if (data.totp_enabled) { const since = data.totp_verified_at ? ' since ' + new Date(data.totp_verified_at).toLocaleDateString('en-US', { month:'long', day:'numeric', year:'numeric' }) : ''; container.innerHTML = `
🔒

Two-Factor Authentication

Active${since}. Your account is protected with TOTP.

✓ Enabled ${data.backup_codes_remaining} backup code${data.backup_codes_remaining !== 1 ? 's' : ''} remaining
`; } else { container.innerHTML = `
🔓

Two-Factor Authentication

Add an extra layer of security. After login, you'll enter a code from your phone.

`; } } catch (err) { if (container) container.innerHTML = `
Failed to load security settings: ${escapeHtml(err.message)}
`; } } async function startTwoFaSetup() { try { const res = await authFetch('/api/admin/2fa/setup', { method: 'POST' }); const data = await res.json(); if (!data.success) throw new Error(data.message); _twoFaSecret = data.secret; document.getElementById('twoFaQrImg').src = data.qr_url; document.getElementById('twoFaSecretDisplay').textContent = data.secret; document.getElementById('twoFaStep1').style.display = ''; document.getElementById('twoFaStep2').style.display = 'none'; document.getElementById('twoFaStep3').style.display = 'none'; document.getElementById('twoFaStep1Error').style.display = 'none'; const backdrop = document.getElementById('twoFaModalBackdrop'); backdrop.style.display = 'flex'; } catch (err) { showToast('Could not start 2FA setup: ' + err.message, 'error'); } } function twoFaSetupNext() { document.getElementById('twoFaStep1').style.display = 'none'; document.getElementById('twoFaStep2').style.display = ''; document.getElementById('twoFaStep2Error').style.display = 'none'; document.getElementById('twoFaVerifyCode').value = ''; setTimeout(() => document.getElementById('twoFaVerifyCode').focus(), 50); } async function twoFaDoVerify() { const btn = document.getElementById('twoFaVerifyBtn'); const errEl = document.getElementById('twoFaStep2Error'); const code = document.getElementById('twoFaVerifyCode').value.replace(/\s/g, ''); errEl.style.display = 'none'; btn.disabled = true; btn.textContent = 'Verifying...'; try { const res = await authFetch('/api/admin/2fa/verify', { method: 'POST', body: JSON.stringify({ code }) }); const data = await res.json(); if (!data.success) throw new Error(data.message); // Show backup codes const box = document.getElementById('twoFaBackupCodesBox'); box.innerHTML = data.backup_codes.map(c => `
${c}
`).join(''); document.getElementById('twoFaStep2').style.display = 'none'; document.getElementById('twoFaStep3').style.display = ''; } catch (err) { errEl.textContent = err.message; errEl.style.display = 'block'; btn.disabled = false; btn.textContent = 'Enable 2FA'; document.getElementById('twoFaVerifyCode').value = ''; document.getElementById('twoFaVerifyCode').focus(); } } function closeTwoFaModal() { document.getElementById('twoFaModalBackdrop').style.display = 'none'; _twoFaSecret = null; } function openTwoFaDisableModal() { document.getElementById('twoFaDisablePassword').value = ''; document.getElementById('twoFaDisableError').style.display = 'none'; const backdrop = document.getElementById('twoFaDisableBackdrop'); backdrop.style.display = 'flex'; setTimeout(() => document.getElementById('twoFaDisablePassword').focus(), 50); } function closeTwoFaDisableModal() { document.getElementById('twoFaDisableBackdrop').style.display = 'none'; } async function twoFaDoDisable() { const btn = document.getElementById('twoFaDisableBtn'); const errEl = document.getElementById('twoFaDisableError'); const password = document.getElementById('twoFaDisablePassword').value; errEl.style.display = 'none'; if (!password) { errEl.textContent = 'Password is required'; errEl.style.display = 'block'; return; } btn.disabled = true; btn.textContent = 'Disabling...'; try { const res = await authFetch('/api/admin/2fa/disable', { method: 'POST', body: JSON.stringify({ password }) }); const data = await res.json(); if (!data.success) throw new Error(data.message); closeTwoFaDisableModal(); showToast('2FA disabled', 'success'); loadSecurity(); // Reload team to update badges if owner if (currentUser && currentUser.role === 'owner') loadTeam(); } catch (err) { errEl.textContent = err.message; errEl.style.display = 'block'; btn.disabled = false; btn.textContent = 'Disable 2FA'; } } // ============================================ // TOAST // ============================================ function showToast(message, type = 'success') { const existing = document.querySelector('.toast'); if (existing) existing.remove(); const toast = document.createElement('div'); toast.className = 'toast ' + type; toast.textContent = message; document.body.appendChild(toast); setTimeout(() => toast.remove(), 3000); } // ============================================ // FORMATTING // ============================================ function fmt(n) { n = parseFloat(n) || 0; if (Math.abs(n) >= 1000000) return (n < 0 ? '-' : '') + '$' + (Math.abs(n) / 1000000).toFixed(1) + 'M'; if (Math.abs(n) >= 1000) return (n < 0 ? '-' : '') + '$' + (Math.abs(n) / 1000).toFixed(0) + 'K'; return '$' + n.toFixed(0); } function fmtFull(n) { n = parseFloat(n) || 0; return (n < 0 ? '-$' : '$') + Math.abs(n).toLocaleString('en-US', { minimumFractionDigits: 0, maximumFractionDigits: 0 }); } function escapeHtml(str) { if (!str) return ''; return String(str) .replace(/&/g, '&') .replace(//g, '>') .replace(/"/g, '"') .replace(/'/g, '''); } function modelLabel(t) { return t === 'private_label' ? 'Private Label' : 'Wholesale'; } function capitalize(s) { return s ? s.charAt(0).toUpperCase() + s.slice(1) : ''; } function fmtDate(d) { if (!d) return ''; return new Date(d + 'T00:00:00').toLocaleDateString('en-US', { month: 'short', day: 'numeric', year: 'numeric' }); } // ============================================ // SUMMARY // ============================================ async function loadSummary() { try { const res = await authFetch('/api/admin/dashboard-summary'); const data = await res.json(); if (!data.success) throw new Error(data.message); const kpis = data.kpis; const topPerformers = data.top_performers || []; const engagement = data.engagement || {}; // KPI Cards document.getElementById('totalAum').textContent = kpis.total_aum_formatted || fmt(kpis.total_aum); document.getElementById('aumSub').textContent = kpis.active_investors + ' active investor' + (kpis.active_investors !== 1 ? 's' : ''); document.getElementById('activeInvestors').textContent = kpis.active_investors + ' / ' + kpis.total_investors; document.getElementById('investorsSub').textContent = 'active / total'; document.getElementById('avgRoi').textContent = kpis.avg_roi + '%'; document.getElementById('avgRoi').className = 'summary-value ' + (kpis.avg_roi >= 0 ? 'roi-positive' : 'roi-negative'); document.getElementById('monthlyRevenue').textContent = kpis.monthly_revenue_formatted || fmt(kpis.monthly_revenue); const delta = kpis.monthly_revenue_delta; const deltaArrow = delta > 0 ? '↑' : (delta < 0 ? '↓' : ''); const deltaClass = delta > 0 ? 'delta-positive' : (delta < 0 ? 'delta-negative' : ''); document.getElementById('revenueDelta').innerHTML = delta !== 0 ? `${deltaArrow}${Math.abs(delta)}% vs last month` : 'No change'; // Total Distributed card if (document.getElementById('totalDistributed')) { document.getElementById('totalDistributed').textContent = kpis.total_distributed_formatted || fmt(kpis.total_distributed || 0); const distThisMonth = kpis.total_distributed_this_month || 0; document.getElementById('distributedSub').textContent = distThisMonth > 0 ? fmt(distThisMonth) + ' this month' : 'All-time payouts to investors'; } // Show KPI Details section document.getElementById('kpiDetails').style.display = 'block'; // Top Performers Table const performersBody = document.getElementById('topPerformersBody'); if (topPerformers.length > 0) { performersBody.innerHTML = topPerformers.map(inv => { const roiClass = inv.roi_percent >= 0 ? 'roi-positive' : 'roi-negative'; const roiPrefix = inv.roi_percent >= 0 ? '+' : ''; return ` ${escapeHtml(inv.name)} ${fmt(inv.invested_amount)} ${roiPrefix}${inv.roi_percent}% ${fmt(inv.revenue_30d)} `; }).join(''); } else { performersBody.innerHTML = 'No data available'; } // Engagement Stats document.getElementById('activeThisWeek').textContent = engagement.active_this_week || 0; document.getElementById('neverLoggedIn').textContent = engagement.never_logged_in || 0; // Portfolio IRR (async, non-blocking) loadPortfolioReturns(); // Portfolio NAV (async, non-blocking) loadPortfolioNAV(); } catch (err) { console.error('Failed to load summary:', err); } } // ============================================ // INVESTOR SEARCH, FILTER & SORT // ============================================ let investorSearchTimeout = null; let currentSortConfig = JSON.parse(localStorage.getItem('investorSortConfig') || '{"column":"name","direction":"asc"}'); function handleInvestorSearch() { const searchInput = document.getElementById('investorSearch'); const clearBtn = document.getElementById('clearSearch'); clearBtn.style.display = searchInput.value ? 'flex' : 'none'; if (investorSearchTimeout) clearTimeout(investorSearchTimeout); investorSearchTimeout = setTimeout(() => { applyInvestorFilters(); }, 300); } function clearInvestorSearch() { document.getElementById('investorSearch').value = ''; document.getElementById('clearSearch').style.display = 'none'; applyInvestorFilters(); } function getFilteredInvestors() { const searchTerm = (document.getElementById('investorSearch').value || '').toLowerCase().trim(); const statusFilter = document.getElementById('filterStatus').value; const modelFilter = document.getElementById('filterModel').value; const investmentFilter = document.getElementById('filterInvestment').value; const riskFilter = document.getElementById('filterRisk') ? document.getElementById('filterRisk').value : ''; let filtered = [...investorsCache]; // Search filter if (searchTerm) { filtered = filtered.filter(inv => (inv.name && inv.name.toLowerCase().includes(searchTerm)) || (inv.email && inv.email.toLowerCase().includes(searchTerm)) || (inv.phone && inv.phone.toLowerCase().includes(searchTerm)) ); } // Status filter if (statusFilter) { filtered = filtered.filter(inv => (inv.status || 'active') === statusFilter); } // Model type filter if (modelFilter) { filtered = filtered.filter(inv => (inv.model_type || 'wholesale') === modelFilter); } // Investment range filter if (investmentFilter) { filtered = filtered.filter(inv => { const amount = parseFloat(inv.invested_amount) || 0; switch (investmentFilter) { case 'under50k': return amount < 50000; case '50k-100k': return amount >= 50000 && amount < 100000; case '100k-250k': return amount >= 100000 && amount < 250000; case '250k+': return amount >= 250000; default: return true; } }); } // Risk category filter if (riskFilter) { filtered = filtered.filter(inv => (inv.risk_category || '') === riskFilter); } // Sort const sortCol = currentSortConfig.column || 'name'; const sortDir = currentSortConfig.direction || 'asc'; filtered.sort((a, b) => { let valA, valB; switch (sortCol) { case 'name': valA = (a.name || '').toLowerCase(); valB = (b.name || '').toLowerCase(); break; case 'invested': valA = parseFloat(a.invested_amount) || 0; valB = parseFloat(b.invested_amount) || 0; break; case 'roi': valA = parseFloat(a.roi) || 0; valB = parseFloat(b.roi) || 0; break; case 'irr': valA = a.irr_annual !== null && a.irr_annual !== undefined ? parseFloat(a.irr_annual) : -9999; valB = b.irr_annual !== null && b.irr_annual !== undefined ? parseFloat(b.irr_annual) : -9999; break; case 'nav': valA = a.nav !== null && a.nav !== undefined ? parseFloat(a.nav) : -9999; valB = b.nav !== null && b.nav !== undefined ? parseFloat(b.nav) : -9999; break; case 'risk_score': valA = typeof a.risk_score === 'number' ? a.risk_score : 50; valB = typeof b.risk_score === 'number' ? b.risk_score : 50; break; case 'created': valA = new Date(a.created_at || 0).getTime(); valB = new Date(b.created_at || 0).getTime(); break; default: valA = a[sortCol] || ''; valB = b[sortCol] || ''; } if (valA < valB) return sortDir === 'asc' ? -1 : 1; if (valA > valB) return sortDir === 'asc' ? 1 : -1; return 0; }); return filtered; } function applyInvestorFilters() { if (!investorsCache || investorsCache.length === 0) return; const filtered = getFilteredInvestors(); renderInvestorTable(filtered); updateFilterStatus(); } function populateModelTypeFilter() { if (!investorsCache || investorsCache.length === 0) return; const modelSelect = document.getElementById('filterModel'); const existingOptions = new Set(); for (const inv of investorsCache) { if (inv.model_type) existingOptions.add(inv.model_type); } // Keep the "All" option, clear others modelSelect.innerHTML = ''; // Add options for each unique model type found in data const sortedModels = Array.from(existingOptions).sort(); for (const model of sortedModels) { const option = document.createElement('option'); option.value = model; option.textContent = model.charAt(0).toUpperCase() + model.slice(1); modelSelect.appendChild(option); } } function updateFilterStatus() { const searchTerm = document.getElementById('investorSearch').value; const statusFilter = document.getElementById('filterStatus').value; const modelFilter = document.getElementById('filterModel').value; const investmentFilter = document.getElementById('filterInvestment').value; const riskFilter = document.getElementById('filterRisk') ? document.getElementById('filterRisk').value : ''; let activeCount = 0; if (searchTerm) activeCount++; if (statusFilter) activeCount++; if (modelFilter) activeCount++; if (investmentFilter) activeCount++; if (riskFilter) activeCount++; const filterCountEl = document.getElementById('activeFilterCount'); const clearAllEl = document.getElementById('clearAllFilters'); if (activeCount > 0) { filterCountEl.textContent = `${activeCount} filter${activeCount > 1 ? 's' : ''} active · `; clearAllEl.style.display = 'inline'; } else { filterCountEl.textContent = ''; clearAllEl.style.display = 'none'; } // Update results count const filtered = getFilteredInvestors(); const total = investorsCache.length; const resultsEl = document.getElementById('resultsCount'); if (activeCount > 0) { resultsEl.textContent = `Showing ${filtered.length} of ${total} investors`; } else { resultsEl.textContent = `Showing all ${total} investor${total !== 1 ? 's' : ''}`; } } function clearAllInvestorFilters(e) { if (e) e.preventDefault(); document.getElementById('investorSearch').value = ''; document.getElementById('clearSearch').style.display = 'none'; document.getElementById('filterStatus').value = ''; document.getElementById('filterModel').value = ''; document.getElementById('filterInvestment').value = ''; if (document.getElementById('filterRisk')) document.getElementById('filterRisk').value = ''; applyInvestorFilters(); } function sortInvestorTable(column) { if (currentSortConfig.column === column) { currentSortConfig.direction = currentSortConfig.direction === 'asc' ? 'desc' : 'asc'; } else { currentSortConfig.column = column; currentSortConfig.direction = 'asc'; } localStorage.setItem('investorSortConfig', JSON.stringify(currentSortConfig)); applyInvestorFilters(); } function getSortIndicator(column) { if (currentSortConfig.column !== column) return '↕'; return currentSortConfig.direction === 'asc' ? '↑' : '↓'; } function getSortClass(column) { if (currentSortConfig.column !== column) return 'sortable'; return 'sortable ' + currentSortConfig.direction; } // Modified renderInvestorTable function to accept pre-filtered data function renderInvestorTable(data) { if (!data || data.length === 0) { document.getElementById('tableContent').innerHTML = `

No investors found

Try adjusting your search or filters.

`; return; } let totalAum = 0; const totalInvestors = data.length; function getActivityDot(inv) { const status = inv.activity_status || inv.status_color; const color = inv.status_color || 'gray'; const labels = { active_7d: 'Active (7d)', active_30d: 'Active (30d)', inactive_30d_plus: 'Inactive', never_login: 'Never logged in', never_setup: 'Never set up' }; const label = labels[status] || 'Unknown'; return ``; } let html = ``; for (const inv of data) { totalAum += parseFloat(inv.invested_amount); const stores = inv.stores || []; const storeCount = stores.length; const activeCount = stores.filter(s => s.status === 'active').length; const roiClass = inv.roi >= 0 ? 'roi-positive' : 'roi-negative'; const roiPrefix = inv.roi >= 0 ? '+' : ''; const modelType = inv.model_type || 'wholesale'; const invStatus = inv.status || 'active'; const isExpanded = expandedRows.has(inv.id); const inviteStatus = inv.invite_status; const canResend = inv.email && inviteStatus !== 'password_set'; const inviteBadge = inviteStatus ? `
${inviteStatus === 'password_set' ? '✓ Password Set' : '✉ Invite Sent'}
` : (inv.email ? '
No Invite
' : ''); const profileEditBadge = inv.has_recent_profile_edits ? '
📝 Profile Updated
' : ''; const lastContactHtml = buildLastContactBadge(inv.last_note_at); html += ``; } html += '
Investor ${getSortIndicator('name')} Invested ${getSortIndicator('invested')} Model Status Activity Stores Revenue ROI ${getSortIndicator('roi')} IRR ${getSortIndicator('irr')} NAV ${getSortIndicator('nav')} Last Contact Risk ${getSortIndicator('risk_score')} Actions
${inv.name}
${inv.email || ''}
 ${fmtFull(inv.invested_amount)} ${modelLabel(modelType)} ${capitalize(invStatus)} ${inviteBadge} ${profileEditBadge} ${getActivityDot(inv)} ${storeCount} (${activeCount} active) ${fmtFull(inv.total_revenue)} ${roiPrefix}${inv.roi}% ${buildIRRBadge(inv.irr_annual)} ${lastContactHtml} ${buildRiskBadge(inv)}
${canResend ? `` : ''}
'; html += `
Total Investors
${totalInvestors}
Total AUM
${fmtFull(totalAum)}
`; document.getElementById('tableContent').innerHTML = html; // Re-load expanded rows for (const id of expandedRows) { loadExpandedStores(id); } } // ============================================ // IRR BADGE + PORTFOLIO RETURNS // ============================================ function buildIRRBadge(irr) { if (irr === null || irr === undefined) { return '—'; } const val = parseFloat(irr); let cls, label; if (val >= 10) { cls = 'roi-positive'; } else if (val >= 5) { cls = 'irr-medium'; } else { cls = 'roi-negative'; } const prefix = val >= 0 ? '+' : ''; return `${prefix}${val.toFixed(1)}%`; } async function recalculateAllReturns() { const btn = document.getElementById('recalcReturnsBtn'); if (!btn) return; const origText = btn.innerHTML; btn.disabled = true; btn.innerHTML = 'Recalculating…'; try { const res = await authFetch('/api/admin/returns/recalculate', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({}) }); const data = await res.json(); if (!data.success) throw new Error(data.message); showToast(`Returns recalculated for ${data.recalculated} investor${data.recalculated !== 1 ? 's' : ''}.`, 'success'); loadPortfolioReturns(); } catch (err) { showToast('Failed to recalculate returns: ' + err.message, 'error'); } finally { btn.disabled = false; btn.innerHTML = origText; } } async function loadPortfolioReturns() { try { const res = await authFetch('/api/admin/returns/summary'); if (!res.ok) return; const data = await res.json(); if (!data.success || !data.summary) return; const s = data.summary; const irrEl = document.getElementById('portfolioIRR'); const irrSubEl = document.getElementById('portfolioIRRSub'); if (irrEl && s.avg_irr !== null && s.avg_irr !== undefined) { const val = parseFloat(s.avg_irr); const prefix = val >= 0 ? '+' : ''; irrEl.textContent = prefix + val.toFixed(1) + '%'; irrEl.className = 'summary-value ' + (val >= 10 ? 'roi-positive' : val >= 5 ? 'irr-medium' : 'roi-negative'); } else if (irrEl) { irrEl.textContent = 'No data'; } if (irrSubEl && s.investors_calculated > 0) { irrSubEl.textContent = `Across ${s.investors_calculated} investor${s.investors_calculated !== 1 ? 's' : ''}`; } // If returns data available, re-merge into investorsCache and re-render if (data.investors && data.investors.length > 0 && investorsCache && investorsCache.length > 0) { const returnsMap = new Map(); for (const r of data.investors) returnsMap.set(r.investor_id, r); investorsCache = investorsCache.map(inv => { const ret = returnsMap.get(inv.id) || {}; return { ...inv, irr_annual: ret.irr_annual !== undefined ? ret.irr_annual : null, twr_annual: ret.twr_annual !== undefined ? ret.twr_annual : null }; }); renderInvestorTable(getFilteredInvestors()); } } catch (err) { console.warn('[Returns] Failed to load portfolio returns:', err.message); } } // ============================================ // RISK SCORING // ============================================ function buildRiskBadge(inv) { if (inv.risk_score === undefined || inv.risk_score === null) { return '—'; } const cat = inv.risk_category || 'watch'; const score = inv.risk_score; const label = cat === 'healthy' ? 'Healthy' : cat === 'watch' ? 'Watch' : 'At Risk'; const breakdown = inv.risk_breakdown || {}; const primaryLabel = inv.risk_primary_label || ''; // Build tooltip with breakdown const tips = Object.entries(breakdown).map(([k, v]) => `${k}: ${v.score}/100 (${v.weight}%)`).join(' '); const tooltip = `Score: ${score}/100 ${primaryLabel ? 'Primary concern: ' + primaryLabel + ' ' : ''} Breakdown: ${tips}`; return `${label}${score}`; } function renderPortfolioHealth(riskData) { const { summary, investors } = riskData; if (!summary || summary.total === 0) return; // Update counts document.getElementById('healthyCount').textContent = summary.healthy; document.getElementById('watchCount').textContent = summary.watch; document.getElementById('atRiskCount').textContent = summary.at_risk; // Donut chart via conic-gradient const total = summary.total; const healthyPct = Math.round((summary.healthy / total) * 100); const watchPct = Math.round((summary.watch / total) * 100); const atRiskPct = 100 - healthyPct - watchPct; const donut = document.getElementById('healthDonut'); if (donut) { donut.style.background = `conic-gradient(#16a34a 0% ${healthyPct}%, #d97706 ${healthyPct}% ${healthyPct + watchPct}%, #dc2626 ${healthyPct + watchPct}% 100%)`; } // Legend const legend = document.getElementById('healthLegend'); if (legend) { legend.innerHTML = `
${summary.healthy} Healthy (${healthyPct}%)
${summary.watch} Watch (${watchPct}%)
${summary.at_risk} At Risk (${atRiskPct}%)
`; } // Top at-risk list (worst first, show up to 5 with watch + at_risk) const atRiskInvestors = [...investors] .filter(i => i.category === 'at_risk' || i.category === 'watch') .sort((a, b) => a.score - b.score) .slice(0, 6); const topAtRiskList = document.getElementById('topAtRiskList'); if (topAtRiskList) { if (atRiskInvestors.length === 0) { topAtRiskList.innerHTML = '
✓ All investors are healthy — great work!
'; } else { topAtRiskList.innerHTML = atRiskInvestors.map(inv => { const catLabel = inv.category === 'at_risk' ? 'At Risk' : 'Watch'; const catClass = inv.category === 'at_risk' ? 'at-risk' : 'watch'; return `
${escapeHtml(inv.name)} ${catLabel}${inv.score}
${escapeHtml(inv.primary_risk_label || '')}
View →
`; }).join(''); } } // At-Risk Alert Panel (only show if there are at_risk investors) const atRiskPanel = document.getElementById('atRiskPanel'); const atRiskAlertList = document.getElementById('atRiskAlertList'); const atRiskOnly = [...investors].filter(i => i.category === 'at_risk').sort((a, b) => a.score - b.score); if (atRiskOnly.length > 0 && atRiskPanel && atRiskAlertList) { document.getElementById('atRiskPanelSubtitle').textContent = `${atRiskOnly.length} investor${atRiskOnly.length !== 1 ? 's' : ''} need attention`; atRiskAlertList.innerHTML = atRiskOnly.map(inv => `
${inv.score}
${escapeHtml(inv.name)}
${escapeHtml(inv.primary_risk_label || 'Multiple risk factors')}
View investor →
`).join(''); atRiskPanel.style.display = 'block'; } // Show portfolio health section document.getElementById('portfolioHealthSection').style.display = 'block'; } function scrollToInvestor(investorId) { // Filter by this investor or scroll to their row const row = document.getElementById('row-' + investorId); if (row) { row.scrollIntoView({ behavior: 'smooth', block: 'center' }); row.style.background = '#fffbeb'; setTimeout(() => { row.style.background = ''; }, 2000); } } // ============================================ // INVESTOR TABLE // ============================================ async function loadInvestors() { try { // Fetch investors, activity data, and risk scores in parallel const [investorsRes, activityRes, riskRes] = await Promise.all([ authFetch('/api/investors'), authFetch('/api/admin/investor-activity').catch(() => ({ ok: false, json: () => ({ success: false, investors: [] }) })), authFetch('/api/admin/risk-scores').catch(() => ({ ok: false, json: () => ({ success: false, investors: [] }) })) ]); const data = await investorsRes.json(); if (!data.success) throw new Error(data.message); // Merge activity data into investors cache const activityData = activityRes.ok ? await activityRes.json() : { success: false, investors: [] }; const activityMap = new Map(); if (activityData.success && activityData.investors) { for (const inv of activityData.investors) { activityMap.set(inv.id, inv); } } // Merge risk data const riskData = riskRes.ok ? await riskRes.json() : { success: false, investors: [] }; const riskMap = new Map(); if (riskData.success && riskData.investors) { for (const inv of riskData.investors) { riskMap.set(inv.id, inv); } // Render portfolio health renderPortfolioHealth(riskData); } // Enhance investors with activity + risk data investorsCache = data.investors.map(inv => { const activity = activityMap.get(inv.id) || {}; const risk = riskMap.get(inv.id) || {}; return { ...inv, activity_status: activity.activity_status, status_color: activity.status_color, last_login_at: activity.last_login_at, login_count_30d: activity.login_count_30d, risk_score: risk.score, risk_category: risk.category, risk_breakdown: risk.breakdown, risk_primary_label: risk.primary_risk_label }; }); if (data.investors.length === 0) { document.getElementById('tableContent').innerHTML = `

No investors yet

Click "Add Investor" to get started.

`; document.getElementById('resultsCount').textContent = 'No investors'; return; } // Use the filtered rendering system populateModelTypeFilter(); renderInvestorTable(getFilteredInvestors()); updateFilterStatus(); // Re-load expanded rows for (const id of expandedRows) { loadExpandedStores(id); } } catch (err) { console.error('Failed to load investors:', err); document.getElementById('tableContent').innerHTML = `

Failed to load data

${err.message}

`; } } // ============================================ // EXPANDABLE ROW - STORES // ============================================ async function toggleExpand(investorId, event) { if (event) event.stopPropagation(); const expandRow = document.getElementById('expand-' + investorId); const toggleBtn = document.querySelector('#row-' + investorId + ' .expand-toggle'); if (!expandRow) return; const isVisible = expandRow.style.display !== 'none'; if (isVisible) { expandRow.style.display = 'none'; expandedRows.delete(investorId); if (toggleBtn) { toggleBtn.textContent = '▶'; toggleBtn.classList.remove('open'); } } else { expandRow.style.display = 'table-row'; expandedRows.add(investorId); if (toggleBtn) { toggleBtn.textContent = '▼'; toggleBtn.classList.add('open'); } await loadExpandedStores(investorId); } } async function loadExpandedStores(investorId) { const content = document.getElementById('expand-content-' + investorId); if (!content) return; content.innerHTML = '
'; try { const res = await authFetch('/api/investors/' + investorId + '/stores'); const data = await res.json(); if (!data.success) throw new Error(data.message); const inv = investorsCache.find(i => i.id === investorId); const invested = parseFloat(inv ? inv.invested_amount : 0); // Calculate totals from revenue_entries const totalRevenue = data.stores.reduce((s, st) => s + parseFloat(st.total_revenue || 0), 0); const totalNetProfit = data.stores.reduce((s, st) => s + parseFloat(st.total_net_profit || 0), 0); const totalUnits = data.stores.reduce((s, st) => s + parseInt(st.total_units_sold || 0), 0); const roi = invested > 0 ? ((totalNetProfit / invested) * 100) : 0; let storesHtml = ''; if (data.stores.length === 0) { storesHtml = `
No stores yet — add one to start tracking revenue.
`; } else { storesHtml = '
'; for (const st of data.stores) { const netP = parseFloat(st.total_net_profit || 0); const rev = parseFloat(st.total_revenue || 0); const netClass = netP >= 0 ? 'positive' : 'negative'; const storeUrl = st.url ? `href="${st.url}" target="_blank"` : ''; storesHtml += `
${capitalize(st.platform)}
${st.name}
${st.url ? `${st.url.replace('https://', '').replace('http://','')}` : ''}
${capitalize(st.status)}
Revenue
${fmtFull(rev)}
Net Profit
${fmtFull(netP)}
Units Sold
${parseInt(st.total_units_sold || 0).toLocaleString()}
Entries
${st.entry_count}
`; } storesHtml += '
'; } // ROI summary bar const roiClass2 = roi >= 0 ? 'positive' : 'negative'; const roiPrefix = roi >= 0 ? '+' : ''; // IRR/TWR from cached returns data const irrVal = inv && inv.irr_annual !== null && inv.irr_annual !== undefined ? parseFloat(inv.irr_annual) : null; const twrVal = inv && inv.twr_annual !== null && inv.twr_annual !== undefined ? parseFloat(inv.twr_annual) : null; const irrColor = irrVal === null ? 'var(--muted)' : (irrVal >= 10 ? 'var(--positive)' : irrVal >= 5 ? 'var(--warning)' : 'var(--negative)'); const twrColor = twrVal === null ? 'var(--muted)' : (twrVal >= 0 ? 'var(--positive)' : 'var(--negative)'); const irrDisplay = irrVal !== null ? (irrVal >= 0 ? '+' : '') + irrVal.toFixed(1) + '%' : '—'; const twrDisplay = twrVal !== null ? (twrVal >= 0 ? '+' : '') + twrVal.toFixed(1) + '%' : '—'; let roiBar = ''; if (data.stores.length > 0) { roiBar = `
Revenue (entries)
${fmtFull(totalRevenue)}
Net Profit (entries)
${fmtFull(totalNetProfit)}
Total Units
${totalUnits.toLocaleString()}
Simple ROI
${roiPrefix}${Math.round(roi * 10) / 10}%
IRR (annual)
${irrDisplay}
TWR
${twrDisplay}
`; } // Build per-store MoM mini-cards using cached store analytics data let storeMomHtml = ''; if (data.stores.length > 0 && window.storeAnalyticsCache) { const miniCards = data.stores.map(st => { const cached = window.storeAnalyticsCache.find(s => s.store_id === st.id); const curRev = cached ? cached.current_month_revenue : 0; const momPct = cached ? cached.mom_change_pct : null; const perfLabel = cached ? cached.performance_label : 'new'; const momStr = momPct !== null ? (momPct > 0 ? `+${momPct.toFixed(1)}%` : `${momPct.toFixed(1)}%`) : 'No prior data'; const momClass = momPct === null ? 'flat' : momPct > 0 ? 'positive' : momPct < 0 ? 'negative' : 'flat'; return `
${escapeHtml(st.name)}
${st.platform}
${fmtFull(curRev)}
MoM: ${momStr}
`; }).join(''); storeMomHtml = `
This Month's Performance
${miniCards}
`; } content.innerHTML = `
Stores — ${inv ? inv.name : ''}
${roiBar} ${storeMomHtml} ${storesHtml}

Communication Log

Loading notes...

Documents

Loading documents...

Distributions & Payouts

Loading distributions...

Onboarding Checklist

Loading onboarding status...

Revenue Forecast

3-month projection
Loading forecast...

Quarterly Statements

Loading statements...

Annual Tax Summaries

Loading tax summaries...

Capital Commitments & Calls

Loading capital data...
`; // Load notes, documents, distributions, onboarding, forecast, statements, capital, and NAV async loadInvestorNotes(investorId); loadInvestorDocuments(investorId); loadInvestorDistributions(investorId); loadInvestorOnboarding(investorId); loadInvestorForecastExpand(investorId); loadInvestorStatements(investorId); loadInvestorTaxSummaries(investorId); loadInvestorCapital(investorId); loadInvestorNAVBreakdown(investorId); } catch (err) { content.innerHTML = `

Failed to load stores: ${err.message}

`; } } async function loadInvestorNAVBreakdown(investorId) { const container = document.getElementById('nav-breakdown-' + investorId); if (!container) return; try { const res = await authFetch('/api/admin/investors/' + investorId + '/nav'); if (!res.ok) return; const data = await res.json(); if (!data.success || !data.nav) return; const n = data.nav; const navColor = parseFloat(n.nav) >= parseFloat(n.total_invested) ? 'var(--positive)' : 'var(--negative)'; container.innerHTML = `
NAV (Equity Position)
${fmtFull(parseFloat(n.nav))}
Invested
${fmtFull(parseFloat(n.total_invested))}
Revenue Share
${fmtFull(parseFloat(n.total_revenue_share))}
Distributed
−${fmtFull(parseFloat(n.total_distributions))}
Unrealized
${fmtFull(parseFloat(n.unrealized_value))}
As of ${new Date(n.snapshot_date).toLocaleDateString('en-US', { month:'short', day:'numeric', year:'numeric' })}
`; } catch (err) { // silently skip — NAV may not exist yet for this investor } } // ============================================ // INVESTOR NOTES (CRM) // ============================================ let quickNoteInvestorId = null; function noteTypeIcon(type) { const icons = { call: '📞', email: '✉️', meeting: '🤝', general: '📝' }; return icons[type] || '📝'; } function buildLastContactBadge(lastNoteAt) { if (!lastNoteAt) { return `Never`; } const days = Math.floor((Date.now() - new Date(lastNoteAt)) / (1000 * 60 * 60 * 24)); if (days < 7) { return `${days === 0 ? 'Today' : days + 'd ago'}`; } else if (days < 30) { return `${days}d ago`; } else { return `${days}d ago`; } } async function loadInvestorNotes(investorId) { const container = document.getElementById('notes-list-' + investorId); if (!container) return; try { const res = await authFetch('/api/admin/investors/' + investorId + '/notes?limit=20'); const data = await res.json(); if (!data.success) throw new Error(data.message); if (data.notes.length === 0) { container.innerHTML = `
No notes yet. Use "+ Add Note" to log a call, email, or meeting.
`; return; } let html = '
'; for (const note of data.notes) { const icon = noteTypeIcon(note.note_type); const ts = new Date(note.created_at).toLocaleDateString('en-US', { month: 'short', day: 'numeric', year: 'numeric', hour: '2-digit', minute: '2-digit' }); const safeContent = note.content.replace(//g, '>'); html += `
${icon}
${note.note_type} ${ts}
${safeContent}
`; } html += '
'; container.innerHTML = html; } catch (err) { container.innerHTML = `
Failed to load notes: ${err.message}
`; } } async function deleteNote(noteId, investorId) { if (!confirm('Delete this note?')) return; try { const res = await authFetch('/api/admin/investors/' + investorId + '/notes/' + noteId, { method: 'DELETE' }); const data = await res.json(); if (!data.success) throw new Error(data.message); // Remove from DOM const el = document.getElementById('note-' + noteId); if (el) el.remove(); // Check if no notes left const container = document.getElementById('notes-list-' + investorId); if (container && container.querySelectorAll('.note-item').length === 0) { container.innerHTML = `
No notes yet. Use "+ Add Note" to log a call, email, or meeting.
`; } // Update last contact badge in main table refreshLastContactBadge(investorId); } catch (err) { alert('Failed to delete note: ' + err.message); } } async function refreshLastContactBadge(investorId) { try { const res = await authFetch('/api/admin/investors/' + investorId + '/notes?limit=1'); const data = await res.json(); const cell = document.getElementById('last-contact-' + investorId); if (cell) { const lastAt = data.notes && data.notes.length > 0 ? data.notes[0].created_at : null; cell.innerHTML = buildLastContactBadge(lastAt); } } catch (_) { /* best-effort */ } } // ============================================ // INVESTOR DOCUMENTS // ============================================ function documentTypeIcon(type) { const icons = { contract: '📄', agreement: '🤝', kyc: '🛡️', report: '📊', other: '📁' }; return icons[type] || '📁'; } function formatFileSize(bytes) { if (bytes < 1024) return bytes + ' B'; if (bytes < 1024 * 1024) return (bytes / 1024).toFixed(1) + ' KB'; return (bytes / (1024 * 1024)).toFixed(1) + ' MB'; } let docUploadInvestorId = null; async function loadInvestorDocuments(investorId) { const container = document.getElementById('documents-list-' + investorId); if (!container) return; try { const res = await authFetch('/api/admin/investors/' + investorId + '/documents'); const data = await res.json(); if (!data.success) throw new Error(data.message); if (data.documents.length === 0) { container.innerHTML = `
No documents yet. Use "Upload" to add contracts, agreements, or KYC docs.
`; return; } let html = '
'; for (const doc of data.documents) { const icon = documentTypeIcon(doc.document_type); const ts = new Date(doc.created_at).toLocaleDateString('en-US', { month: 'short', day: 'numeric', year: 'numeric' }); const size = formatFileSize(doc.file_size); html += `
${icon}
${doc.document_type} ${ts}
${doc.original_filename}
${size}
`; } html += '
'; container.innerHTML = html; } catch (err) { container.innerHTML = `
Failed to load documents: ${err.message}
`; } } function openDocUploadModal(investorId) { docUploadInvestorId = investorId; document.getElementById('docUploadInvestorName').textContent = 'Upload Document'; document.getElementById('docUploadType').value = 'contract'; document.getElementById('docUploadFile').value = ''; document.getElementById('docUploadNotes').value = ''; document.getElementById('docUploadError').style.display = 'none'; document.getElementById('docUploadSaveBtn').disabled = false; document.getElementById('docUploadSaveBtn').textContent = 'Upload'; document.getElementById('docUploadBackdrop').classList.add('active'); } function closeDocUploadModal(event) { if (event && event.target !== document.getElementById('docUploadBackdrop')) return; document.getElementById('docUploadBackdrop').classList.remove('active'); docUploadInvestorId = null; } async function saveDocument() { if (!docUploadInvestorId) return; const fileInput = document.getElementById('docUploadFile'); const typeSelect = document.getElementById('docUploadType'); const notesInput = document.getElementById('docUploadNotes'); const errorDiv = document.getElementById('docUploadError'); const saveBtn = document.getElementById('docUploadSaveBtn'); const file = fileInput.files[0]; if (!file) { errorDiv.textContent = 'Please select a file'; errorDiv.style.display = 'block'; return; } // Validate file size (10MB max) if (file.size > 10 * 1024 * 1024) { errorDiv.textContent = 'File exceeds 10MB limit'; errorDiv.style.display = 'block'; return; } // Validate file type const allowedTypes = ['application/pdf', 'application/msword', 'application/vnd.openxmlformats-officedocument.wordprocessingml.document', 'application/vnd.ms-excel', 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet', 'image/png', 'image/jpeg', 'text/plain']; if (!allowedTypes.includes(file.type)) { errorDiv.textContent = 'File type not allowed. Allowed: PDF, DOC, DOCX, XLS, XLSX, PNG, JPG, TXT'; errorDiv.style.display = 'block'; return; } saveBtn.disabled = true; saveBtn.textContent = 'Uploading...'; errorDiv.style.display = 'none'; try { // Read file as base64 const reader = new FileReader(); const base64Data = await new Promise((resolve, reject) => { reader.onload = () => resolve(reader.result.split(',')[1]); reader.onerror = reject; reader.readAsDataURL(file); }); const res = await authFetch('/api/admin/investors/' + docUploadInvestorId + '/documents', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ documentType: typeSelect.value, filename: file.name, mimeType: file.type, data: base64Data, notes: notesInput.value }) }); const data = await res.json(); if (!data.success) throw new Error(data.message); closeDocUploadModal(); loadInvestorDocuments(docUploadInvestorId); } catch (err) { errorDiv.textContent = err.message || 'Failed to upload document'; errorDiv.style.display = 'block'; saveBtn.disabled = false; saveBtn.textContent = 'Upload'; } } async function downloadDocument(docId) { try { const res = await authFetch('/api/admin/documents/' + docId + '/download'); if (!res.ok) { const data = await res.json(); throw new Error(data.message || 'Download failed'); } const blob = await res.blob(); const url = window.URL.createObjectURL(blob); const a = document.createElement('a'); a.href = url; // Try to get filename from content-disposition header const contentDisposition = res.headers.get('Content-Disposition'); if (contentDisposition && contentDisposition.includes('filename=')) { const match = contentDisposition.match(/filename="?([^";\n]+)"?/); if (match) a.download = match[1]; } else { a.download = 'document'; } document.body.appendChild(a); a.click(); window.URL.revokeObjectURL(url); document.body.removeChild(a); } catch (err) { alert('Failed to download: ' + err.message); } } async function deleteDocument(docId, investorId) { if (!confirm('Delete this document? This cannot be undone.')) return; try { const res = await authFetch('/api/admin/documents/' + docId, { method: 'DELETE' }); const data = await res.json(); if (!data.success) throw new Error(data.message); // Remove from DOM const el = document.getElementById('doc-' + docId); if (el) el.remove(); // Check if no documents left const container = document.getElementById('documents-list-' + investorId); if (container && container.querySelectorAll('.document-item').length === 0) { container.innerHTML = `
No documents yet. Use "Upload" to add contracts, agreements, or KYC docs.
`; } } catch (err) { alert('Failed to delete document: ' + err.message); } } // ============================================ // INVESTOR DISTRIBUTIONS // ============================================ let recordDistInvestorId = null; function distTypeLabel(type) { const labels = { profit_share: 'Profit Share', capital_return: 'Capital Return', bonus: 'Bonus', other: 'Other' }; return labels[type] || type; } async function loadInvestorDistributions(investorId) { const container = document.getElementById('distributions-list-' + investorId); const totalEl = document.getElementById('dist-total-' + investorId); const netPosEl = document.getElementById('net-position-' + investorId); if (!container) return; try { const res = await authFetch('/api/admin/investors/' + investorId + '/distributions'); const data = await res.json(); if (!data.success) throw new Error(data.message); // Update running total if (totalEl) { if (data.total_amount > 0) { totalEl.innerHTML = `Total Distributed: ${fmt(data.total_amount)}`; } else { totalEl.innerHTML = ''; } } // Net position + yield if (netPosEl && data.total_amount > 0) { const inv = investorsCache ? investorsCache.find(i => i.id === investorId) : null; const invested = inv ? (parseFloat(inv.invested_amount) || 0) : 0; const netPos = invested - data.total_amount; const yieldPct = invested > 0 ? Math.round((data.total_amount / invested) * 1000) / 10 : 0; netPosEl.style.display = 'flex'; netPosEl.innerHTML = `
Net Position
${fmt(netPos)}
Distribution Yield
${yieldPct}%
`; } else if (netPosEl) { netPosEl.style.display = 'none'; } if (data.distributions.length === 0) { container.innerHTML = `
No distributions recorded. Use "Record Distribution" to log a payout.
`; return; } let html = '
'; for (const d of data.distributions) { const dateStr = new Date(d.distribution_date + 'T12:00:00').toLocaleDateString('en-US', { month: 'short', day: 'numeric', year: 'numeric' }); const safeNotes = d.notes ? d.notes.replace(//g, '>') : ''; html += `
${fmt(d.amount)}
${distTypeLabel(d.distribution_type)} ${dateStr}
${safeNotes ? `
${safeNotes}
` : ''}
`; } html += '
'; container.innerHTML = html; } catch (err) { container.innerHTML = `
Failed to load distributions: ${err.message}
`; } } async function deleteDistribution(distId, investorId) { if (!confirm('Delete this distribution record?')) return; try { const res = await authFetch('/api/admin/investors/' + investorId + '/distributions/' + distId, { method: 'DELETE' }); const data = await res.json(); if (!data.success) throw new Error(data.message); // Remove from DOM then reload to refresh total/net position const el = document.getElementById('dist-' + distId); if (el) el.remove(); // Reload full distributions for this investor to update totals await loadInvestorDistributions(investorId); } catch (err) { alert('Failed to delete distribution: ' + err.message); } } function openRecordDistModal(investorId, investorName) { recordDistInvestorId = investorId; document.getElementById('recordDistTitle').textContent = 'Record Distribution — ' + (investorName || ''); document.getElementById('recordDistAmount').value = ''; document.getElementById('recordDistDate').value = new Date().toISOString().slice(0, 10); document.getElementById('recordDistType').value = 'profit_share'; document.getElementById('recordDistNotes').value = ''; document.getElementById('recordDistError').style.display = 'none'; document.getElementById('recordDistSaveBtn').disabled = false; document.getElementById('recordDistSaveBtn').textContent = 'Record Distribution'; document.getElementById('recordDistBackdrop').classList.add('active'); setTimeout(() => document.getElementById('recordDistAmount').focus(), 100); } function closeRecordDistModal(event) { if (event && event.target !== document.getElementById('recordDistBackdrop')) return; document.getElementById('recordDistBackdrop').classList.remove('active'); recordDistInvestorId = null; } async function saveDistribution() { if (!recordDistInvestorId) return; const amount = document.getElementById('recordDistAmount').value.trim(); const date = document.getElementById('recordDistDate').value; const type = document.getElementById('recordDistType').value; const notes = document.getElementById('recordDistNotes').value.trim(); const errEl = document.getElementById('recordDistError'); const btn = document.getElementById('recordDistSaveBtn'); errEl.style.display = 'none'; if (!amount || isNaN(parseFloat(amount)) || parseFloat(amount) <= 0) { errEl.textContent = 'Enter a valid positive amount.'; errEl.style.display = 'block'; return; } if (!date) { errEl.textContent = 'Distribution date is required.'; errEl.style.display = 'block'; return; } btn.disabled = true; btn.textContent = 'Saving...'; try { const res = await authFetch('/api/admin/investors/' + recordDistInvestorId + '/distributions', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ amount: parseFloat(amount), distribution_date: date, distribution_type: type, notes: notes || null }) }); const data = await res.json(); if (!data.success) throw new Error(data.message); document.getElementById('recordDistBackdrop').classList.remove('active'); await loadInvestorDistributions(recordDistInvestorId); recordDistInvestorId = null; } catch (err) { errEl.textContent = err.message; errEl.style.display = 'block'; btn.disabled = false; btn.textContent = 'Record Distribution'; } } // ============================================ // INVESTOR ONBOARDING // ============================================ async function loadInvestorOnboarding(investorId) { const stepsEl = document.getElementById('ob-steps-' + investorId); const barEl = document.getElementById('ob-bar-' + investorId); const labelEl = document.getElementById('ob-progress-label-' + investorId); if (!stepsEl) return; try { const res = await authFetch('/api/admin/investors/' + investorId + '/onboarding'); const data = await res.json(); if (!data.success) throw new Error(data.message); const ob = data.onboarding; const progress = ob.overall_progress || 0; const steps = ob.steps || []; // Update progress bar if (barEl) { const colorClass = progress < 25 ? 'red' : progress < 75 ? 'yellow' : 'green'; barEl.style.width = progress + '%'; barEl.className = 'ob-progress-bar-fill ' + colorClass; } if (labelEl) labelEl.textContent = progress + '% complete'; // Build steps list const completedCount = steps.filter(s => s.completed).length; let html = `
`; for (const step of steps) { const dateStr = step.completed_at ? new Date(step.completed_at).toLocaleDateString('en-US', { month: 'short', day: 'numeric', year: 'numeric' }) : ''; html += `
${step.completed ? '✓' : ''}
${step.label}
${dateStr ? `
${dateStr}
` : ''}
`; } html += `
`; stepsEl.innerHTML = html; } catch (err) { if (stepsEl) stepsEl.innerHTML = `
Could not load onboarding status
`; } } async function toggleOnboardingStep(investorId, stepKey, newCompleted) { try { const res = await authFetch( '/api/admin/investors/' + investorId + '/onboarding/' + stepKey, { method: 'PATCH', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ completed: newCompleted }) } ); const data = await res.json(); if (!data.success) throw new Error(data.message); // Reload the onboarding section await loadInvestorOnboarding(investorId); } catch (err) { alert('Failed to update step: ' + err.message); } } async function loadOnboardingSummary() { try { const res = await authFetch('/api/admin/onboarding/summary'); const data = await res.json(); if (!data.success) return; const s = data.summary; const all = parseInt(s.bracket_0_25) + parseInt(s.bracket_26_50) + parseInt(s.bracket_51_75) + parseInt(s.bracket_76_100); // Show the section const section = document.getElementById('onboardingOverviewSection'); if (section) section.style.display = 'block'; // KPI counts const foEl = document.getElementById('obFullyOnboarded'); const peEl = document.getElementById('obPending'); if (foEl) foEl.textContent = s.fully_onboarded; if (peEl) peEl.textContent = s.pending; const subEl = document.getElementById('onboardingSubtitle'); if (subEl) subEl.textContent = all + ' investor' + (all !== 1 ? 's' : '') + ' tracked'; // Bracket bars const brackets = [ { id: 'obBar0', countId: 'obCount0', val: parseInt(s.bracket_0_25) }, { id: 'obBar26', countId: 'obCount26', val: parseInt(s.bracket_26_50) }, { id: 'obBar51', countId: 'obCount51', val: parseInt(s.bracket_51_75) }, { id: 'obBar76', countId: 'obCount76', val: parseInt(s.bracket_76_100) } ]; const maxVal = Math.max(...brackets.map(b => b.val), 1); brackets.forEach(b => { const el = document.getElementById(b.id); const ce = document.getElementById(b.countId); if (el) el.style.width = Math.round((b.val / maxVal) * 100) + '%'; if (ce) ce.textContent = b.val; }); // Incomplete investors table const listEl = document.getElementById('obIncompleteList'); if (!listEl) return; if (!data.incomplete_investors.length) { listEl.innerHTML = `
🎉 All investors are fully onboarded!
`; return; } const STEP_LABELS = { profile_complete: 'Profile', password_set: 'Password', first_login: 'Login', documents_uploaded: 'Docs', first_distribution: 'Distribution' }; let html = `
Investor
Progress
Missing steps
`; for (const inv of data.incomplete_investors) { const pct = inv.overall_progress; const pillClass = pct < 25 ? 'red' : pct < 75 ? 'yellow' : 'green'; const steps = (inv.steps || []).filter(s => !s.completed); const missingBadges = steps.map(s => `${STEP_LABELS[s.key] || s.key}`).join(''); html += `
${escapeHtml(inv.investor_name || '')}
${escapeHtml(inv.investor_email || '')}
${pct}%
${missingBadges}
`; } listEl.innerHTML = html; } catch (err) { console.warn('[Onboarding] Summary load failed:', err.message); } } function openQuickNoteModal(investorId, investorName) { quickNoteInvestorId = investorId; document.getElementById('quickNoteTitle').textContent = 'Add Note'; document.getElementById('quickNoteSubtitle').textContent = investorName; document.getElementById('quickNoteType').value = 'general'; document.getElementById('quickNoteContent').value = ''; document.getElementById('quickNoteError').style.display = 'none'; document.getElementById('quickNoteSaveBtn').disabled = false; document.getElementById('quickNoteSaveBtn').textContent = 'Save Note'; document.getElementById('quickNoteBackdrop').classList.add('active'); setTimeout(() => document.getElementById('quickNoteContent').focus(), 100); } function closeQuickNoteModal(event) { if (event && event.target !== document.getElementById('quickNoteBackdrop')) return; document.getElementById('quickNoteBackdrop').classList.remove('active'); quickNoteInvestorId = null; } async function saveQuickNote() { if (!quickNoteInvestorId) return; const type = document.getElementById('quickNoteType').value; const content = document.getElementById('quickNoteContent').value.trim(); const errEl = document.getElementById('quickNoteError'); const btn = document.getElementById('quickNoteSaveBtn'); errEl.style.display = 'none'; if (!content) { errEl.textContent = 'Note content is required.'; errEl.style.display = 'block'; return; } btn.disabled = true; btn.textContent = 'Saving...'; try { const res = await authFetch('/api/admin/investors/' + quickNoteInvestorId + '/notes', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ note_type: type, content }) }); const data = await res.json(); if (!data.success) throw new Error(data.message); // Close modal document.getElementById('quickNoteBackdrop').classList.remove('active'); const savedInvestorId = quickNoteInvestorId; quickNoteInvestorId = null; // Update last contact badge in table const cell = document.getElementById('last-contact-' + savedInvestorId); if (cell) cell.innerHTML = buildLastContactBadge(data.note.created_at); // Reload notes in expanded row if open const notesList = document.getElementById('notes-list-' + savedInvestorId); if (notesList) loadInvestorNotes(savedInvestorId); } catch (err) { errEl.textContent = err.message; errEl.style.display = 'block'; btn.disabled = false; btn.textContent = 'Save Note'; } } // ============================================ // INVESTOR ADD/EDIT // ============================================ function openAddModal() { document.getElementById('formTitle').textContent = 'Add Investor'; document.getElementById('formSubmitBtn').textContent = 'Add Investor'; document.getElementById('formInvestorId').value = ''; document.getElementById('formError').textContent = ''; document.getElementById('investorForm').reset(); document.getElementById('formDate').value = new Date().toISOString().split('T')[0]; document.getElementById('formBackdrop').classList.add('active'); } async function resendInvite(id, email) { const btn = document.getElementById('resend-btn-' + id); if (btn) { btn.disabled = true; btn.textContent = 'Sending...'; } try { const res = await authFetch('/api/investors/' + id + '/resend-invite', { method: 'POST', headers: { 'Content-Type': 'application/json' } }); const data = await res.json(); if (!data.success) throw new Error(data.message || 'Failed to resend invite'); if (btn) { btn.textContent = '✓ Sent!'; setTimeout(() => { if (btn) btn.textContent = 'Resend Invite'; btn.disabled = false; }, 3000); } console.log('[Invite] Resent to', email); } catch (err) { alert(err.message || 'Failed to resend invite'); if (btn) { btn.disabled = false; btn.textContent = 'Resend Invite'; } } } function openEditModal(id) { const inv = investorsCache.find(i => i.id === id); if (!inv) return; document.getElementById('formTitle').textContent = 'Edit Investor'; document.getElementById('formSubmitBtn').textContent = 'Save Changes'; document.getElementById('formInvestorId').value = id; document.getElementById('formError').textContent = ''; document.getElementById('formName').value = inv.name || ''; document.getElementById('formEmail').value = inv.email || ''; document.getElementById('formPhone').value = inv.phone || ''; document.getElementById('formAmount').value = inv.invested_amount || ''; document.getElementById('formDate').value = inv.invested_at ? new Date(inv.invested_at).toISOString().split('T')[0] : ''; document.getElementById('formModelType').value = inv.model_type || 'wholesale'; document.getElementById('formStatus').value = inv.status || 'active'; document.getElementById('formNotes').value = inv.notes || ''; document.getElementById('formBackdrop').classList.add('active'); } function closeFormModal(e) { if (e && e.target !== document.getElementById('formBackdrop')) return; document.getElementById('formBackdrop').classList.remove('active'); } async function handleFormSubmit(e) { e.preventDefault(); const submitBtn = document.getElementById('formSubmitBtn'); const errorEl = document.getElementById('formError'); errorEl.textContent = ''; const investorId = document.getElementById('formInvestorId').value; const isEdit = !!investorId; const name = document.getElementById('formName').value.trim(); const email = document.getElementById('formEmail').value.trim(); const phone = document.getElementById('formPhone').value.trim(); const amount = parseFloat(document.getElementById('formAmount').value); const date = document.getElementById('formDate').value; const modelType = document.getElementById('formModelType').value; const status = document.getElementById('formStatus').value; const notes = document.getElementById('formNotes').value.trim(); if (!name) { errorEl.textContent = 'Name is required'; return; } if (isNaN(amount) || amount < 0) { errorEl.textContent = 'Enter a valid invested amount'; return; } if (email && !/^[^\s@]+@[^\s@]+\.[^\s@]+$/.test(email)) { errorEl.textContent = 'Enter a valid email address'; return; } const body = { name, email: email || null, phone: phone || null, invested_amount: amount, invested_at: date || null, model_type: modelType, status, notes: notes || null }; submitBtn.disabled = true; submitBtn.textContent = isEdit ? 'Saving...' : 'Adding...'; try { const url = isEdit ? '/api/investors/' + investorId : '/api/investors'; const method = isEdit ? 'PUT' : 'POST'; const res = await authFetch(url, { method, body: JSON.stringify(body) }); const data = await res.json(); if (!data.success) { errorEl.textContent = data.message || 'Something went wrong'; return; } closeFormModal(); showToast(isEdit ? name + ' updated' : name + ' added'); loadSummary(); loadInvestors(); } catch (err) { errorEl.textContent = err.message; } finally { submitBtn.disabled = false; submitBtn.textContent = isEdit ? 'Save Changes' : 'Add Investor'; } } // ============================================ // INVESTOR DELETE // ============================================ let deleteTarget = null; function openDeleteModal(id, name) { deleteTarget = id; document.getElementById('deleteInvestorName').textContent = name; document.getElementById('deleteBackdrop').classList.add('active'); } function closeDeleteModal(e) { if (e && e.target !== document.getElementById('deleteBackdrop')) return; document.getElementById('deleteBackdrop').classList.remove('active'); deleteTarget = null; } async function confirmDelete() { if (!deleteTarget) return; const btn = document.getElementById('confirmDeleteBtn'); btn.disabled = true; btn.textContent = 'Deleting...'; try { const res = await authFetch('/api/investors/' + deleteTarget, { method: 'DELETE' }); const data = await res.json(); if (!data.success) { showToast(data.message || 'Failed to delete', 'error'); return; } expandedRows.delete(deleteTarget); closeDeleteModal(); showToast(data.message || 'Investor deleted'); loadSummary(); loadInvestors(); } catch (err) { showToast(err.message, 'error'); } finally { btn.disabled = false; btn.textContent = 'Delete'; } } // ============================================ // STORE ADD/EDIT // ============================================ let currentStoreInvestorId = null; function openAddStoreModal(investorId) { currentStoreInvestorId = investorId; const inv = investorsCache.find(i => i.id === investorId); document.getElementById('storeFormTitle').textContent = 'Add Store'; document.getElementById('storeFormSubtitle').textContent = inv ? 'for ' + inv.name : ''; document.getElementById('storeFormSubmitBtn').textContent = 'Add Store'; document.getElementById('storeFormId').value = ''; document.getElementById('storeFormInvestorId').value = investorId; document.getElementById('storeFormError').textContent = ''; document.getElementById('storeForm').reset(); document.getElementById('storeFormBackdrop').classList.add('active'); } function openEditStoreModal(storeId, investorId) { currentStoreInvestorId = investorId; // Find store in the current expanded data - re-fetch from API authFetch('/api/investors/' + investorId + '/stores').then(r => r.json()).then(data => { if (!data.success) return; const store = data.stores.find(s => s.id === storeId); if (!store) return; document.getElementById('storeFormTitle').textContent = 'Edit Store'; const inv = investorsCache.find(i => i.id === investorId); document.getElementById('storeFormSubtitle').textContent = inv ? 'for ' + inv.name : ''; document.getElementById('storeFormSubmitBtn').textContent = 'Save Changes'; document.getElementById('storeFormId').value = storeId; document.getElementById('storeFormInvestorId').value = investorId; document.getElementById('storeFormError').textContent = ''; document.getElementById('storeFormName').value = store.name || ''; document.getElementById('storeFormPlatform').value = store.platform || ''; document.getElementById('storeFormStatus').value = store.status || 'active'; document.getElementById('storeFormUrl').value = store.url || ''; document.getElementById('storeFormBackdrop').classList.add('active'); }); } function closeStoreModal(e) { if (e && e.target !== document.getElementById('storeFormBackdrop')) return; document.getElementById('storeFormBackdrop').classList.remove('active'); } async function handleStoreSubmit(e) { e.preventDefault(); const submitBtn = document.getElementById('storeFormSubmitBtn'); const errorEl = document.getElementById('storeFormError'); errorEl.textContent = ''; const storeId = document.getElementById('storeFormId').value; const investorId = document.getElementById('storeFormInvestorId').value; const isEdit = !!storeId; const name = document.getElementById('storeFormName').value.trim(); const platform = document.getElementById('storeFormPlatform').value; const status = document.getElementById('storeFormStatus').value; const url = document.getElementById('storeFormUrl').value.trim(); if (!name) { errorEl.textContent = 'Store name is required'; return; } if (!platform) { errorEl.textContent = 'Platform is required'; return; } const body = { investor_id: parseInt(investorId), name, platform, status, url: url || null }; submitBtn.disabled = true; submitBtn.textContent = isEdit ? 'Saving...' : 'Adding...'; try { const url2 = isEdit ? '/api/stores/' + storeId : '/api/stores'; const method = isEdit ? 'PUT' : 'POST'; const res = await authFetch(url2, { method, body: JSON.stringify(body) }); const data = await res.json(); if (!data.success) { errorEl.textContent = data.message || 'Something went wrong'; return; } closeStoreModal(); showToast(isEdit ? name + ' updated' : name + ' added'); loadSummary(); loadInvestors(); } catch (err) { errorEl.textContent = err.message; } finally { submitBtn.disabled = false; submitBtn.textContent = isEdit ? 'Save Changes' : 'Add Store'; } } // ============================================ // STORE DELETE // ============================================ let deleteStoreTarget = null; let deleteStoreInvestorId = null; function openStoreDeleteModal(storeId, storeName, investorId) { deleteStoreTarget = storeId; deleteStoreInvestorId = investorId; document.getElementById('deleteStoreName').textContent = storeName; document.getElementById('storeDeleteBackdrop').classList.add('active'); } function closeStoreDeleteModal(e) { if (e && e.target !== document.getElementById('storeDeleteBackdrop')) return; document.getElementById('storeDeleteBackdrop').classList.remove('active'); deleteStoreTarget = null; } async function confirmStoreDelete() { if (!deleteStoreTarget) return; const btn = document.getElementById('confirmStoreDeleteBtn'); btn.disabled = true; btn.textContent = 'Deleting...'; try { const res = await authFetch('/api/stores/' + deleteStoreTarget, { method: 'DELETE' }); const data = await res.json(); if (!data.success) { showToast(data.message || 'Failed to delete', 'error'); return; } closeStoreDeleteModal(); showToast(data.message || 'Store deleted'); loadSummary(); if (deleteStoreInvestorId) loadExpandedStores(deleteStoreInvestorId); loadInvestors(); } catch (err) { showToast(err.message, 'error'); } finally { btn.disabled = false; btn.textContent = 'Delete Store'; } } // ============================================ // REVENUE ENTRIES MODAL // ============================================ let currentRevenueStoreId = null; let currentRevenueStoreName = null; async function openRevenueModal(storeId, storeName, platform) { currentRevenueStoreId = storeId; currentRevenueStoreName = storeName; document.getElementById('revenueModalTitle').textContent = storeName; document.getElementById('revenueModalSubtitle').innerHTML = `${capitalize(platform)}   Revenue Entries`; document.getElementById('revenueModalBackdrop').classList.add('active'); await loadRevenueEntries(storeId); } function closeRevenueModal(e) { if (e && e.target !== document.getElementById('revenueModalBackdrop')) return; document.getElementById('revenueModalBackdrop').classList.remove('active'); currentRevenueStoreId = null; } async function loadRevenueEntries(storeId) { const body = document.getElementById('revenueModalBody'); body.innerHTML = '
Loading entries...
'; try { const res = await authFetch('/api/stores/' + storeId + '/revenue-entries'); const data = await res.json(); if (!data.success) throw new Error(data.message); const entries = data.entries; const totalRevenue = entries.reduce((s, e) => s + parseFloat(e.revenue || 0), 0); const totalFees = entries.reduce((s, e) => s + parseFloat(e.fees || 0), 0); const totalNetProfit = entries.reduce((s, e) => s + parseFloat(e.net_profit || 0), 0); const totalUnits = entries.reduce((s, e) => s + parseInt(e.units_sold || 0), 0); let totalsHtml = ''; if (entries.length > 0) { totalsHtml = `
Total Revenue
${fmtFull(totalRevenue)}
Total Fees
${fmtFull(totalFees)}
Net Profit
${fmtFull(totalNetProfit)}
Units Sold
${totalUnits.toLocaleString()}
`; } let entriesHtml = ''; if (entries.length === 0) { entriesHtml = '
No revenue entries yet — click "Add Entry" to record revenue.
'; } else { // Header entriesHtml = `
DateRevenueUnitsFeesNet Profit
`; for (const entry of entries) { const netP = parseFloat(entry.net_profit || 0); const netClass = netP >= 0 ? 'positive' : 'negative'; entriesHtml += `
${fmtDate(entry.entry_date.split('T')[0])} ${fmtFull(entry.revenue)} ${parseInt(entry.units_sold || 0).toLocaleString()} ${fmtFull(entry.fees)} ${fmtFull(netP)}
`; if (entry.notes) { entriesHtml += `
📝 ${entry.notes}
`; } } } body.innerHTML = ` ${totalsHtml}
${entriesHtml}
`; } catch (err) { body.innerHTML = `

Failed to load entries: ${err.message}

`; } } // ============================================ // REVENUE ENTRY ADD/EDIT // ============================================ function calcNetProfit() { const rev = parseFloat(document.getElementById('entryFormRevenue').value) || 0; const fees = parseFloat(document.getElementById('entryFormFees').value) || 0; document.getElementById('entryFormNetProfit').value = (rev - fees).toFixed(2); } function openAddEntryModal(storeId) { document.getElementById('entryFormTitle').textContent = 'Add Revenue Entry'; document.getElementById('entryFormSubmitBtn').textContent = 'Add Entry'; document.getElementById('entryFormId').value = ''; document.getElementById('entryFormStoreId').value = storeId; document.getElementById('entryFormError').textContent = ''; document.getElementById('entryForm').reset(); document.getElementById('entryFormDate').value = new Date().toISOString().split('T')[0]; document.getElementById('entryFormFees').value = '0'; document.getElementById('entryFormNetProfit').value = '0.00'; document.getElementById('entryFormBackdrop').classList.add('active'); } function openEditEntryModal(entry) { if (typeof entry === 'string') { try { entry = JSON.parse(entry); } catch(e) { return; } } document.getElementById('entryFormTitle').textContent = 'Edit Revenue Entry'; document.getElementById('entryFormSubmitBtn').textContent = 'Save Changes'; document.getElementById('entryFormId').value = entry.id; document.getElementById('entryFormStoreId').value = entry.store_id; document.getElementById('entryFormError').textContent = ''; document.getElementById('entryFormDate').value = entry.entry_date ? entry.entry_date.split('T')[0] : ''; document.getElementById('entryFormRevenue').value = parseFloat(entry.revenue || 0).toFixed(2); document.getElementById('entryFormUnits').value = entry.units_sold || 0; document.getElementById('entryFormFees').value = parseFloat(entry.fees || 0).toFixed(2); document.getElementById('entryFormNetProfit').value = parseFloat(entry.net_profit || 0).toFixed(2); document.getElementById('entryFormNotes').value = entry.notes || ''; document.getElementById('entryFormBackdrop').classList.add('active'); } function closeEntryModal(e) { if (e && e.target !== document.getElementById('entryFormBackdrop')) return; document.getElementById('entryFormBackdrop').classList.remove('active'); } async function handleEntrySubmit(e) { e.preventDefault(); const submitBtn = document.getElementById('entryFormSubmitBtn'); const errorEl = document.getElementById('entryFormError'); errorEl.textContent = ''; const entryId = document.getElementById('entryFormId').value; const storeId = document.getElementById('entryFormStoreId').value; const isEdit = !!entryId; const entry_date = document.getElementById('entryFormDate').value; const revenue = document.getElementById('entryFormRevenue').value; const units_sold = document.getElementById('entryFormUnits').value; const fees = document.getElementById('entryFormFees').value; const notes = document.getElementById('entryFormNotes').value.trim(); if (!entry_date) { errorEl.textContent = 'Date is required'; return; } if (!revenue) { errorEl.textContent = 'Revenue is required'; return; } const body = { store_id: parseInt(storeId), entry_date, revenue: parseFloat(revenue), units_sold: parseInt(units_sold) || 0, fees: parseFloat(fees) || 0, notes: notes || null }; submitBtn.disabled = true; submitBtn.textContent = isEdit ? 'Saving...' : 'Adding...'; try { const url = isEdit ? '/api/revenue-entries/' + entryId : '/api/revenue-entries'; const method = isEdit ? 'PUT' : 'POST'; const res = await authFetch(url, { method, body: JSON.stringify(body) }); const data = await res.json(); if (!data.success) { errorEl.textContent = data.message || 'Something went wrong'; return; } closeEntryModal(); showToast(isEdit ? 'Entry updated' : 'Entry added'); // Refresh both the revenue modal and the expanded stores if (currentRevenueStoreId) await loadRevenueEntries(currentRevenueStoreId); // Refresh the expanded investor row for (const invId of expandedRows) { const inv = investorsCache.find(i => i.id === invId); if (inv && inv.stores && inv.stores.some(s => s.id === parseInt(storeId))) { loadExpandedStores(invId); break; } } // Try all expanded rows since we may not have store cache if (expandedRows.size > 0) { for (const invId of expandedRows) { loadExpandedStores(invId); } } loadSummary(); } catch (err) { errorEl.textContent = err.message; } finally { submitBtn.disabled = false; submitBtn.textContent = isEdit ? 'Save Changes' : 'Add Entry'; } } // ============================================ // REVENUE ENTRY DELETE // ============================================ let deleteEntryTarget = null; function openEntryDeleteModal(entryId) { deleteEntryTarget = entryId; document.getElementById('entryDeleteBackdrop').classList.add('active'); } function closeEntryDeleteModal(e) { if (e && e.target !== document.getElementById('entryDeleteBackdrop')) return; document.getElementById('entryDeleteBackdrop').classList.remove('active'); deleteEntryTarget = null; } async function confirmEntryDelete() { if (!deleteEntryTarget) return; const btn = document.getElementById('confirmEntryDeleteBtn'); btn.disabled = true; btn.textContent = 'Deleting...'; try { const res = await authFetch('/api/revenue-entries/' + deleteEntryTarget, { method: 'DELETE' }); const data = await res.json(); if (!data.success) { showToast(data.message || 'Failed to delete', 'error'); return; } closeEntryDeleteModal(); showToast('Entry deleted'); if (currentRevenueStoreId) await loadRevenueEntries(currentRevenueStoreId); for (const invId of expandedRows) loadExpandedStores(invId); loadSummary(); } catch (err) { showToast(err.message, 'error'); } finally { btn.disabled = false; btn.textContent = 'Delete'; } } // ============================================ // EXPORT & REPORT // ============================================ async function exportCSV() { if (!getToken()) { showToast('Not authenticated', 'error'); return; } try { const res = await authFetch('/api/investors/export'); if (!res.ok) { const data = await res.json().catch(() => ({})); showToast(data.message || 'Export failed', 'error'); return; } const blob = await res.blob(); const url = URL.createObjectURL(blob); const a = document.createElement('a'); a.href = url; a.download = `gecos-investors-${new Date().toISOString().split('T')[0]}.csv`; document.body.appendChild(a); a.click(); document.body.removeChild(a); URL.revokeObjectURL(url); showToast('CSV downloaded'); } catch (err) { showToast('Export failed', 'error'); } } async function generateReport() { if (!getToken()) { showToast('Not authenticated', 'error'); return; } try { showToast('Generating report...'); const res = await authFetch('/api/investors/report'); if (!res.ok) { const data = await res.json().catch(() => ({})); showToast(data.message || 'Report generation failed', 'error'); return; } const html = await res.text(); const blob = new Blob([html], { type: 'text/html' }); const url = URL.createObjectURL(blob); window.open(url, '_blank'); setTimeout(() => URL.revokeObjectURL(url), 60000); } catch (err) { showToast('Report generation failed', 'error'); } } // ============================================ // KEYBOARD SHORTCUTS // ============================================ document.addEventListener('keydown', (e) => { if (e.key === 'Escape') { closeFormModal(); closeDeleteModal(); closeStoreModal(); closeStoreDeleteModal(); closeRevenueModal(); closeEntryModal(); closeEntryDeleteModal(); } }); // ============================================ // CHARTS — Analytics & Trends // ============================================ let chartInstances = {}; let currentRange = '30d'; const CHART_COLORS = { accent: '#1a5c3a', accentLight: 'rgba(26,92,58,0.15)', accentFill: 'rgba(26,92,58,0.08)', grid: '#e8e3da', text: '#6b6560', positive: '#16a34a', warning: '#ca8a04', negative: '#dc2626', platforms: { amazon: '#e65100', walmart: '#0d47a1', ebay: '#c62828', shopify: '#2e7d32', tiktok: '#6a1b9a', facebook: '#1565c0', } }; const PLATFORM_LABELS = { amazon: 'Amazon', walmart: 'Walmart', ebay: 'eBay', shopify: 'Shopify', tiktok: 'TikTok', facebook: 'Facebook' }; function setRange(range) { currentRange = range; document.querySelectorAll('.range-btn').forEach(btn => { btn.classList.toggle('active', btn.dataset.range === range); }); loadCharts(); } function fmtCurrency(n) { return new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD', minimumFractionDigits: 0, maximumFractionDigits: 0 }).format(n || 0); } function fmtDate(dateStr) { if (!dateStr) return ''; const d = new Date(dateStr + 'T12:00:00'); return d.toLocaleDateString('en-US', { month: 'short', day: 'numeric' }); } function destroyChart(key) { if (chartInstances[key]) { chartInstances[key].destroy(); delete chartInstances[key]; } } function showChartState(prefix, state) { // state: 'loading' | 'empty' | 'chart' const loading = document.getElementById(prefix + 'Loading'); const canvas = document.getElementById(prefix + 'Chart'); const empty = document.getElementById(prefix + 'Empty'); if (loading) loading.style.display = state === 'loading' ? 'flex' : 'none'; if (canvas) canvas.style.display = state === 'chart' ? 'block' : 'none'; if (empty) empty.style.display = state === 'empty' ? 'flex' : 'none'; } // ============================================ // STORE ANALYTICS // ============================================ // Cache of all store analytics data (set by loadStoreAnalytics) window.storeAnalyticsCache = null; // Platform icons const PLATFORM_ICONS = { amazon: '📦', walmart: '🛒', ebay: '🏷️', shopify: '🛍️', tiktok: '🎵', facebook: '👥', }; function buildSparkline(timeline) { if (!timeline || timeline.length === 0) return 'No data'; const values = timeline.map(t => parseFloat(t.revenue) || 0); const maxVal = Math.max(...values, 1); return `
${values.map((v, i) => { const h = Math.max(2, Math.round((v / maxVal) * 22)); const cls = i === values.length - 1 ? (v > (values[i - 1] || 0) ? 'positive' : v < (values[i - 1] || 0) ? 'negative' : 'neutral') : 'neutral'; return `
`; }).join('')}
`; } function buildStoreTable(stores, limit) { if (!stores || stores.length === 0) { return '
No stores to display.
'; } const rows = (limit ? stores.slice(0, limit) : stores).map(s => { const momPct = s.mom_change_pct; const momStr = momPct !== null ? (momPct > 0 ? `+${momPct.toFixed(1)}%` : `${momPct.toFixed(1)}%`) : '—'; const momCls = momPct === null ? '' : momPct > 0 ? 'sa-mom-positive' : momPct < 0 ? 'sa-mom-negative' : 'sa-mom-flat'; const perfLabel = s.performance_label || 'new'; return ` ${escapeHtml(s.store_name)} ${capitalize(s.platform)} ${escapeHtml(s.investor_name)} ${fmtFull(s.current_month_revenue)} ${fmtFull(s.total_revenue)} ${momStr} ${buildSparkline(null)} ${capitalize(perfLabel)} `; }).join(''); return `${rows}
Store Platform Investor 30d Rev Total Rev MoM Trend Perf
`; } async function loadStoreAnalytics() { try { const platform = document.getElementById('saFilterPlatform').value; const performance = document.getElementById('saFilterPerf').value; const sort = document.getElementById('saSort').value; const order = document.getElementById('saSortOrder').value; const params = new URLSearchParams(); if (platform) params.set('platform', platform); if (performance) params.set('performance', performance); if (sort) params.set('sort', sort); if (order) params.set('order', order); // Fetch store analytics and platform summary in parallel const [saRes, psRes] = await Promise.all([ authFetch('/api/admin/store-analytics?' + params.toString()), authFetch('/api/admin/platform-summary'), ]); const saData = await saRes.json(); const psData = await psRes.json(); if (!saData.success) throw new Error(saData.message || 'Failed to load store analytics'); // Cache all stores (unfiltered, for use in expanded rows) if (!window.storeAnalyticsCache) { window.storeAnalyticsCache = saData.stores; } const section = document.getElementById('storeAnalyticsSection'); if (!section) return; section.style.display = 'block'; const total = saData.total_stores || 0; document.getElementById('storeAnalyticsSubtitle').textContent = `${total} store${total !== 1 ? 's' : ''} across all investors`; // Platform breakdown cards if (psData.success) { const cards = document.getElementById('saPlatformCards'); if (cards) { if (psData.platforms.length === 0) { cards.innerHTML = '
No platform data yet.
'; } else { cards.innerHTML = psData.platforms.map(p => { const icon = PLATFORM_ICONS[p.platform] || '🏪'; const momStr = p.mom_change_pct !== null ? (p.mom_change_pct > 0 ? `+${p.mom_change_pct.toFixed(1)}%` : `${p.mom_change_pct.toFixed(1)}%`) : null; const momCls = p.mom_change_pct === null ? '' : p.mom_change_pct > 0 ? 'sa-mom-positive' : 'sa-mom-negative'; return `
${icon}
${capitalize(p.platform)}
${fmt(p.total_revenue)}
${p.total_stores} store${p.total_stores !== 1 ? 's' : ''} ${momStr ? `${momStr} MoM` : ''}
`; }).join(''); } } } // Underperformer alert const underEl = document.getElementById('saUnderperformerAlert'); const underList = document.getElementById('saUnderperformerList'); if (saData.underperformers && saData.underperformers.length > 0 && underEl && underList) { document.getElementById('saUnderperformerTitle').textContent = `${saData.underperformers.length} Store${saData.underperformers.length !== 1 ? 's' : ''} Down >15% MoM`; underList.innerHTML = saData.underperformers.map(s => `
${escapeHtml(s.store_name)} · ${s.platform} ${s.mom_change_pct.toFixed(1)}% ${escapeHtml(s.investor_name)}
`).join(''); underEl.style.display = 'block'; } else if (underEl) { underEl.style.display = 'none'; } // Top 10 const topEl = document.getElementById('saTopTable'); if (topEl) topEl.innerHTML = buildStoreTable(saData.top10, 10); // Bottom 10 const botEl = document.getElementById('saBottomTable'); if (botEl) botEl.innerHTML = buildStoreTable(saData.bottom10, 10); // All stores table const tbodyEl = document.getElementById('saAllStoresTbody'); const countEl = document.getElementById('saTableCount'); if (tbodyEl) { if (saData.stores.length === 0) { tbodyEl.innerHTML = 'No stores match the current filters.'; } else { const momStr2 = s => { const m = s.mom_change_pct; return m !== null ? (m > 0 ? `+${m.toFixed(1)}%` : `${m.toFixed(1)}%`) : '—'; }; tbodyEl.innerHTML = saData.stores.map(s => { const momPct = s.mom_change_pct; const momCls = momPct === null ? '' : momPct > 0 ? 'sa-mom-positive' : momPct < 0 ? 'sa-mom-negative' : 'sa-mom-flat'; const perfLabel = s.performance_label || 'new'; const inComp = window.compareSelection && window.compareSelection.has(s.store_id); return ` ${escapeHtml(s.store_name)} ${capitalize(s.platform)} ${escapeHtml(s.investor_name)} ${fmtFull(s.current_month_revenue)} ${fmtFull(s.total_revenue)} ${momStr2(s)} ${buildSparkline(null)} ${capitalize(perfLabel)} `; }).join(''); } } if (countEl) countEl.textContent = `${saData.stores.length} store${saData.stores.length !== 1 ? 's' : ''}`; } catch (err) { console.error('[Store Analytics] Error:', err); const section = document.getElementById('storeAnalyticsSection'); if (section) { section.style.display = 'block'; section.querySelector('.charts-toolbar').insertAdjacentHTML('afterend', `
Failed to load store analytics: ${escapeHtml(err.message)}
`); } } } function applyStoreFilters() { // Update cache with full (unfiltered) data on re-filter window.storeAnalyticsCache = null; loadStoreAnalytics(); } async function loadCharts() { const platform = document.getElementById('platformFilter').value; const token = localStorage.getItem('gecos_token'); if (!token) return; // Show all loading ['revenue', 'platform', 'roi', 'aum'].forEach(k => showChartState(k, 'loading')); try { const res = await fetch(`/api/admin/analytics?range=${currentRange}&platform=${platform}`, { headers: { 'Authorization': 'Bearer ' + token } }); if (!res.ok) throw new Error('Analytics fetch failed'); const data = await res.json(); if (!data.success) throw new Error(data.message); renderRevenueChart(data.revenue_over_time); renderPlatformChart(data.revenue_by_platform); renderROIChart(data.roi_per_investor); renderAUMChart(data.aum_growth); } catch (err) { console.error('Charts load error:', err); ['revenue', 'platform', 'roi', 'aum'].forEach(k => showChartState(k, 'empty')); } } function chartDefaults() { return { responsive: true, maintainAspectRatio: false, plugins: { legend: { display: false }, tooltip: { backgroundColor: '#0a0a0a', titleColor: '#fff', bodyColor: '#ccc', cornerRadius: 8, padding: 10 } } }; } // 1. Revenue Over Time — Line chart function renderRevenueChart(rows) { destroyChart('revenue'); if (!rows || rows.length === 0) { showChartState('revenue', 'empty'); return; } showChartState('revenue', 'chart'); const totalProfit = rows.reduce((s, r) => s + (r.net_profit || 0), 0); document.getElementById('revenueStatValue').textContent = fmtCurrency(totalProfit); // Resize canvas wrap to fixed height const wrap = document.querySelector('#revenueChart').parentElement; wrap.style.height = '220px'; const ctx = document.getElementById('revenueChart').getContext('2d'); chartInstances.revenue = new Chart(ctx, { type: 'line', data: { labels: rows.map(r => fmtDate(r.date)), datasets: [{ label: 'Net Profit', data: rows.map(r => r.net_profit || 0), borderColor: CHART_COLORS.accent, backgroundColor: CHART_COLORS.accentFill, fill: true, tension: 0.35, pointRadius: rows.length > 30 ? 0 : 3, pointHoverRadius: 5, borderWidth: 2, }, { label: 'Revenue', data: rows.map(r => r.revenue || 0), borderColor: CHART_COLORS.accentLight, borderDash: [4, 3], backgroundColor: 'transparent', fill: false, tension: 0.35, pointRadius: 0, borderWidth: 1.5, }] }, options: { ...chartDefaults(), plugins: { ...chartDefaults().plugins, legend: { display: true, position: 'bottom', labels: { boxWidth: 12, font: { family: 'DM Sans', size: 11 }, color: CHART_COLORS.text } } }, scales: { x: { grid: { color: CHART_COLORS.grid }, ticks: { color: CHART_COLORS.text, font: { family: 'DM Sans', size: 11 }, maxTicksLimit: 8 } }, y: { grid: { color: CHART_COLORS.grid }, ticks: { color: CHART_COLORS.text, font: { family: 'DM Sans', size: 11 }, callback: v => fmtCurrency(v) } } } } }); } // 3. Revenue by Platform — Donut chart function renderPlatformChart(rows) { destroyChart('platform'); if (!rows || rows.length === 0) { showChartState('platform', 'empty'); return; } showChartState('platform', 'chart'); const topPlatform = rows[0]; document.getElementById('platformStatValue').textContent = topPlatform ? (PLATFORM_LABELS[topPlatform.platform] || topPlatform.platform) : '—'; const ctx = document.getElementById('platformChart').getContext('2d'); const colors = rows.map(r => CHART_COLORS.platforms[r.platform] || '#888'); chartInstances.platform = new Chart(ctx, { type: 'doughnut', data: { labels: rows.map(r => PLATFORM_LABELS[r.platform] || r.platform), datasets: [{ data: rows.map(r => Math.max(r.net_profit || 0, 0)), backgroundColor: colors, borderColor: '#fffdf8', borderWidth: 3, hoverOffset: 6 }] }, options: { ...chartDefaults(), cutout: '60%', plugins: { legend: { display: true, position: 'bottom', labels: { boxWidth: 12, font: { family: 'DM Sans', size: 11 }, color: CHART_COLORS.text } }, tooltip: { ...chartDefaults().plugins.tooltip, callbacks: { label: ctx => ` ${ctx.label}: ${fmtCurrency(ctx.parsed)}` } } } } }); } // 2. ROI Per Investor — Horizontal bar chart function renderROIChart(rows) { destroyChart('roi'); if (!rows || rows.length === 0) { showChartState('roi', 'empty'); return; } showChartState('roi', 'chart'); const validRois = rows.filter(r => r.roi_pct !== null); const avgRoi = validRois.length ? (validRois.reduce((s, r) => s + r.roi_pct, 0) / validRois.length).toFixed(1) : 0; document.getElementById('roiStatValue').textContent = avgRoi + '%'; const barColors = rows.map(r => { const v = r.roi_pct; if (v >= 35) return CHART_COLORS.positive; if (v >= 20) return CHART_COLORS.warning; return CHART_COLORS.negative; }); // Size the wrap to fit all bars (28px per investor + padding) const wrap = document.getElementById('roiChartWrap'); wrap.style.height = Math.max(180, rows.length * 36 + 40) + 'px'; const ctx = document.getElementById('roiChart').getContext('2d'); chartInstances.roi = new Chart(ctx, { type: 'bar', data: { labels: rows.map(r => r.name), datasets: [{ label: 'ROI %', data: rows.map(r => r.roi_pct || 0), backgroundColor: barColors, borderRadius: 6, barThickness: 20 }] }, options: { ...chartDefaults(), indexAxis: 'y', plugins: { ...chartDefaults().plugins, tooltip: { ...chartDefaults().plugins.tooltip, callbacks: { label: ctx => ` ROI: ${ctx.parsed.x.toFixed(1)}%` } } }, scales: { x: { grid: { color: CHART_COLORS.grid }, ticks: { color: CHART_COLORS.text, font: { family: 'DM Sans', size: 11 }, callback: v => v + '%' } }, y: { grid: { display: false }, ticks: { color: CHART_COLORS.text, font: { family: 'DM Sans', size: 12 } } } } } }); } // 4. AUM Growth — Area chart function renderAUMChart(rows) { destroyChart('aum'); if (!rows || rows.length === 0) { showChartState('aum', 'empty'); return; } showChartState('aum', 'chart'); const currentAUM = rows[rows.length - 1]?.cumulative_aum || 0; document.getElementById('aumStatValue').textContent = fmtCurrency(currentAUM); const wrap = document.querySelector('#aumChart').parentElement; wrap.style.height = '220px'; const ctx = document.getElementById('aumChart').getContext('2d'); chartInstances.aum = new Chart(ctx, { type: 'line', data: { labels: rows.map(r => fmtDate(r.date) + (r.name ? ' (' + r.name.split(' ')[0] + ')' : '')), datasets: [{ label: 'Cumulative AUM', data: rows.map(r => r.cumulative_aum || 0), borderColor: CHART_COLORS.accent, backgroundColor: CHART_COLORS.accentFill, fill: true, tension: 0.2, pointRadius: 4, pointHoverRadius: 6, borderWidth: 2, stepped: 'after' }] }, options: { ...chartDefaults(), plugins: { ...chartDefaults().plugins, tooltip: { ...chartDefaults().plugins.tooltip, callbacks: { label: ctx => ` AUM: ${fmtCurrency(ctx.parsed.y)}` } } }, scales: { x: { grid: { color: CHART_COLORS.grid }, ticks: { color: CHART_COLORS.text, font: { family: 'DM Sans', size: 11 }, maxRotation: 30 } }, y: { grid: { color: CHART_COLORS.grid }, ticks: { color: CHART_COLORS.text, font: { family: 'DM Sans', size: 11 }, callback: v => fmtCurrency(v) } } } } }); } // ============================================ // NOTIFICATION TOGGLE // ============================================ async function toggleNotifications(investorId, currentEnabled) { const btn = document.getElementById('notif-btn-' + investorId); if (btn) btn.disabled = true; try { const res = await authFetch('/api/investors/' + investorId + '/notifications', { method: 'PATCH', body: JSON.stringify({ email_notifications_enabled: !currentEnabled }) }); const data = await res.json(); if (!data.success) throw new Error(data.message || 'Failed to update'); showToast((!currentEnabled) ? 'Notifications enabled' : 'Notifications disabled'); loadInvestors(); } catch (err) { showToast(err.message || 'Failed to update notifications', 'error'); if (btn) btn.disabled = false; } } // ============================================ // NOTIFICATION LOG // ============================================ async function loadNotificationLog() { const container = document.getElementById('notificationLogContent'); container.innerHTML = '
Loading...
'; try { const res = await authFetch('/api/admin/notifications/log?limit=50'); const data = await res.json(); if (!data.success) throw new Error(data.message || 'Failed to load'); const badge = document.getElementById('notifLogBadge'); if (data.total > 0) { badge.textContent = data.total; badge.style.display = ''; } else { badge.style.display = 'none'; } if (!data.logs || data.logs.length === 0) { container.innerHTML = '
🔔
No notifications sent yet. Notifications will trigger when revenue data is entered for investors with email addresses.
'; return; } const fmt = (d) => new Date(d).toLocaleString('en-US', { month: 'short', day: 'numeric', hour: '2-digit', minute: '2-digit' }); const statusColor = { sent: '#1a5c3a', failed: '#dc2626', skipped: '#6b6560' }; const statusBg = { sent: '#dcfce7', failed: '#fee2e2', skipped: '#f3f4f6' }; let rows = data.logs.map(log => { const meta = log.metadata || {}; const revenueStr = meta.total_revenue != null ? '$' + Math.round(meta.total_revenue).toLocaleString() : '—'; const roiStr = meta.roi_pct != null ? meta.roi_pct + '%' : '—'; return ` ${log.investor_name} ${log.investor_email || '—'} ${fmt(log.sent_at)} ${revenueStr} ${roiStr} ${log.status} `; }).join(''); container.innerHTML = `${rows}
Investor Email Sent At Revenue ROI Status
`; } catch (err) { container.innerHTML = `
Failed to load notification log: ${err.message}
`; } } // ============================================ // ACTIVITY LOG // ============================================ async function loadAuditLog() { const container = document.getElementById('auditLogContent'); const badge = document.getElementById('auditLogBadge'); container.innerHTML = '
Loading...
'; const action = document.getElementById('auditActionFilter')?.value || ''; const range = document.getElementById('auditRangeFilter')?.value || '7d'; const params = new URLSearchParams({ limit: 100 }); if (action) params.set('action', action); if (range) params.set('range', range); try { const res = await authFetch('/api/admin/audit-log?' + params.toString()); const data = await res.json(); if (!data.success) throw new Error(data.message || 'Failed to load'); if (badge) { if (data.total > 0) { badge.textContent = data.total; badge.style.display = ''; } else { badge.style.display = 'none'; } } if (!data.logs || data.logs.length === 0) { container.innerHTML = '
📋
No activity recorded yet. Admin actions will appear here.
'; return; } const fmt = (d) => new Date(d).toLocaleString('en-US', { month: 'short', day: 'numeric', hour: '2-digit', minute: '2-digit' }); const badgeStyle = (action) => { const create = ['investor_create','store_create','revenue_create','distribution_create','document_upload']; const update = ['investor_update','store_update','revenue_update','investor_toggle_notifications']; const del = ['investor_delete','store_delete','revenue_delete','distribution_delete','document_delete']; const login = ['admin_login','investor_login']; const send = ['weekly_digest_send','monthly_reports_generate']; const export_ = ['investors_export','investors_report_export']; const import_ = ['investor_bulk_import']; const misc = ['investor_resend_invite']; if (create.includes(action)) return { bg: '#dcfce7', color: '#15803d' }; if (update.includes(action)) return { bg: '#fef9c3', color: '#a16207' }; if (del.includes(action)) return { bg: '#fee2e2', color: '#dc2626' }; if (login.includes(action)) return { bg: '#ede9fe', color: '#7c3aed' }; if (send.includes(action)) return { bg: '#dbeafe', color: '#1d4ed8' }; if (export_.includes(action)) return { bg: '#e0f2fe', color: '#0369a1' }; if (import_.includes(action)) return { bg: '#fce7f3', color: '#9d174d' }; if (misc.includes(action)) return { bg: '#f3f4f6', color: '#374151' }; return { bg: '#f3f4f6', color: '#6b6560' }; }; const actionLabel = (a) => a.replace(/_/g, ' ').replace(/\b\w/g, c => c.toUpperCase()); const entityName = (log) => { const d = log.details || {}; if (d.investor_email) return d.investor_email; if (d.email) return d.email; if (d.name) return d.name; if (d.deleted_name) return d.deleted_name; if (d.investor_id) return 'Investor #' + d.investor_id; if (log.entity_id) return log.entity_type + ' #' + log.entity_id; return log.entity_type; }; const detailsCell = (log) => { const d = log.details || {}; let parts = []; if (d.amount) parts.push('$' + Math.round(d.amount).toLocaleString()); if (d.invested_amount) parts.push('$' + Math.round(d.invested_amount).toLocaleString()); if (d.revenue) parts.push('+$' + Math.round(d.revenue).toLocaleString()); if (d.imported !== undefined) parts.push(d.imported + ' imported'); if (d.sent !== undefined) parts.push(d.sent + ' sent'); if (d.count !== undefined) parts.push(d.count + ' rows'); if (d.month) parts.push(d.month); if (parts.length) return '' + parts.join(' · ') + ''; return '-'; }; const rows = data.logs.map(log => { const style = badgeStyle(log.action); const label = actionLabel(log.action); const userDisplay = log.user_email || (log.user_type === 'admin' ? 'Admin' : 'Investor'); return ` ${fmt(log.created_at)} ${userDisplay} ${label} ${entityName(log)} ${detailsCell(log)} `; }).join(''); container.innerHTML = `${rows}
Time User Action Entity Details
`; } catch (err) { container.innerHTML = `
Failed to load activity log: ${err.message}
`; } } // ============================================ // MONTHLY REPORTS // ============================================ // Set default month picker to current month (function initMonthPicker() { const picker = document.getElementById('monthlyReportMonthPicker'); if (!picker) return; const now = new Date(); const y = now.getFullYear(); const m = String(now.getMonth() + 1).padStart(2, '0'); picker.value = `${y}-${m}`; })(); async function loadMonthlyReportsHistory() { const container = document.getElementById('monthlyReportsHistoryContent'); container.innerHTML = '
Loading...
'; try { const res = await authFetch('/api/admin/monthly-reports?limit=24'); const data = await res.json(); if (!data.success) throw new Error(data.message || 'Failed to load'); const badge = document.getElementById('monthlyReportsBadge'); if (data.total > 0) { badge.textContent = data.total + ' month' + (data.total !== 1 ? 's' : ''); badge.style.display = ''; } else { badge.style.display = 'none'; } if (!data.months || data.months.length === 0) { container.innerHTML = '
📊
No monthly reports generated yet.
Select a month and click Generate & Send to start.
'; return; } const fmtMonth = (dateStr) => { // dateStr is like "2026-03-01" const d = new Date(dateStr + 'T00:00:00'); return d.toLocaleDateString('en-US', { month: 'long', year: 'numeric' }); }; const fmtDate = (d) => d ? new Date(d).toLocaleString('en-US', { month: 'short', day: 'numeric', year: 'numeric', hour: '2-digit', minute: '2-digit' }) : '—'; const rows = data.months.map(m => { const allSent = m.sent_count === m.investor_count; const partialSent = m.sent_count > 0 && m.sent_count < m.investor_count; const statusColor = allSent ? '#1a5c3a' : partialSent ? '#92400e' : '#6b6560'; const statusBg = allSent ? '#dcfce7' : partialSent ? '#fef3c7' : '#f3f4f6'; const statusLabel = allSent ? 'Sent' : partialSent ? 'Partial' : 'Unsent'; return ` ${fmtMonth(m.report_month)} ${m.sent_count} / ${m.investor_count} ${fmtDate(m.last_sent_at)} ${statusLabel} `; }).join(''); container.innerHTML = `${rows}
Month Sent / Total Last Sent Status
`; } catch (err) { container.innerHTML = `
Failed to load report history: ${err.message}
`; } } async function openGenerateReportsModal() { const month = document.getElementById('monthlyReportMonthPicker').value; if (!month) { showToast('Select a month first', 'error'); return; } const [year, mon] = month.split('-').map(Number); const monthLabel = new Date(year, mon - 1, 1).toLocaleDateString('en-US', { month: 'long', year: 'numeric' }); document.getElementById('generateReportsTitle').textContent = 'Generate Monthly Reports'; document.getElementById('generateReportsSubtitle').textContent = `Preparing report for ${monthLabel}`; document.getElementById('generateReportsError').style.display = 'none'; document.getElementById('generateReportsConfirm').style.display = 'block'; document.getElementById('generateReportsResult').style.display = 'none'; document.getElementById('generateReportsSubmitBtn').disabled = false; document.getElementById('generateReportsSubmitBtn').textContent = 'Send Reports'; // Count active investors with email try { const res = await authFetch('/api/investors'); const data = await res.json(); if (data.success) { const eligible = (data.investors || []).filter(i => i.status === 'active' && i.email); document.getElementById('generateReportsInvestorCount').textContent = eligible.length === 0 ? '⚠️ No active investors with email found.' : `Will send to ${eligible.length} investor${eligible.length !== 1 ? 's' : ''}`; document.getElementById('generateReportsSubmitBtn').disabled = eligible.length === 0; } } catch (e) { document.getElementById('generateReportsInvestorCount').textContent = 'Could not load investor count.'; } document.getElementById('generateReportsBackdrop').classList.add('active'); } function closeGenerateReportsModal(e) { if (e && e.target !== document.getElementById('generateReportsBackdrop')) return; document.getElementById('generateReportsBackdrop').classList.remove('active'); } async function submitGenerateReports() { const month = document.getElementById('monthlyReportMonthPicker').value; const btn = document.getElementById('generateReportsSubmitBtn'); const errEl = document.getElementById('generateReportsError'); errEl.style.display = 'none'; btn.disabled = true; btn.textContent = 'Sending...'; try { const res = await authFetch('/api/admin/generate-monthly-reports', { method: 'POST', body: JSON.stringify({ month }) }); const data = await res.json(); if (!data.success) { errEl.textContent = data.message || 'Failed to generate reports'; errEl.style.display = 'block'; btn.disabled = false; btn.textContent = 'Send Reports'; return; } // Show results document.getElementById('generateReportsConfirm').style.display = 'none'; document.getElementById('generateReportsResult').style.display = 'block'; const [yr, mn] = month.split('-').map(Number); const monthLabel = new Date(yr, mn - 1, 1).toLocaleDateString('en-US', { month: 'long', year: 'numeric' }); let html = `
✓ ${data.sent} report${data.sent !== 1 ? 's' : ''} sent
${monthLabel}
${data.errors > 0 ? `
⚠️ ${data.errors} failed to send
` : ''}
`; if (data.results && data.results.length > 0) { const failedRows = data.results.filter(r => r.status !== 'sent'); if (failedRows.length > 0) { html += `
Failed sends:
${failedRows.map(r => `
${r.investor} <${r.email}> — ${r.reason || r.status}
`).join('')}
`; } } document.getElementById('generateReportsResultContent').innerHTML = html; } catch (err) { errEl.textContent = 'Network error: ' + err.message; errEl.style.display = 'block'; btn.disabled = false; btn.textContent = 'Send Reports'; } } // ============================================ // BULK CSV IMPORT // ============================================ let importParsedRows = []; // All parsed rows from CSV let importValidRows = []; // Only valid rows function openImportModal() { document.getElementById('importBackdrop').classList.add('active'); resetImportModal(); } function closeImportModal(e) { if (e && e.target !== document.getElementById('importBackdrop')) return; document.getElementById('importBackdrop').classList.remove('active'); resetImportModal(); } function resetImportModal() { importParsedRows = []; importValidRows = []; document.getElementById('importStep1').style.display = 'block'; document.getElementById('importStep2').style.display = 'none'; document.getElementById('importStep3').style.display = 'none'; document.getElementById('importFileInput').value = ''; document.getElementById('importSendWelcomeEmails').checked = false; const errEl = document.getElementById('importError'); if (errEl) { errEl.style.display = 'none'; errEl.textContent = ''; } } function downloadCSVTemplate() { const headers = 'name,email,phone,invested_amount,investment_date,model_type,status'; const example = 'John Smith,john@example.com,+1 555 000 0000,50000,2024-01-15,wholesale,active'; const csv = headers + '\r\n' + example; const blob = new Blob([csv], { type: 'text/csv' }); const url = URL.createObjectURL(blob); const a = document.createElement('a'); a.href = url; a.download = 'gecos-investors-template.csv'; a.click(); URL.revokeObjectURL(url); } function parseCSV(text) { // Simple but robust CSV parser supporting quoted fields const lines = text.replace(/\r\n/g, '\n').replace(/\r/g, '\n').split('\n'); const result = []; function parseLine(line) { const fields = []; let current = ''; let inQuotes = false; for (let i = 0; i < line.length; i++) { const ch = line[i]; if (inQuotes) { if (ch === '"' && line[i+1] === '"') { current += '"'; i++; } else if (ch === '"') { inQuotes = false; } else { current += ch; } } else { if (ch === '"') { inQuotes = true; } else if (ch === ',') { fields.push(current.trim()); current = ''; } else { current += ch; } } } fields.push(current.trim()); return fields; } for (const line of lines) { if (line.trim()) result.push(parseLine(line)); } return result; } function handleCSVFile(event) { const file = event.target.files[0]; if (!file) return; if (file.size > 1 * 1024 * 1024) { showToast('File too large — max 1MB', 'error'); return; } const reader = new FileReader(); reader.onload = (e) => { try { const text = e.target.result; const rows = parseCSV(text); if (rows.length < 2) { showToast('CSV must have a header row and at least one data row', 'error'); return; } const headers = rows[0].map(h => h.toLowerCase().replace(/\s+/g, '_')); const dataRows = rows.slice(1).filter(r => r.some(cell => cell.trim())); if (dataRows.length === 0) { showToast('No data rows found in CSV', 'error'); return; } if (dataRows.length > 500) { showToast('Too many rows — max 500 per import', 'error'); return; } // Map headers to expected fields const fieldMap = { name: headers.findIndex(h => h === 'name'), email: headers.findIndex(h => h === 'email'), phone: headers.findIndex(h => h === 'phone'), invested_amount: headers.findIndex(h => ['invested_amount','amount','investment','capital'].includes(h)), investment_date: headers.findIndex(h => ['investment_date','date','invested_at','invest_date'].includes(h)), model_type: headers.findIndex(h => ['model_type','model','type'].includes(h)), status: headers.findIndex(h => h === 'status') }; if (fieldMap.name < 0) { showToast('CSV must have a "name" column', 'error'); return; } if (fieldMap.invested_amount < 0) { showToast('CSV must have an "invested_amount" column', 'error'); return; } // Parse rows const emailRegex = /^[^\s@]+@[^\s@]+\.[^\s@]+$/; const validModelTypes = ['wholesale', 'private_label']; const validStatuses = ['active', 'onboarding', 'paused']; importParsedRows = dataRows.map((row, i) => { const get = (idx) => idx >= 0 && idx < row.length ? row[idx].trim() : ''; const name = get(fieldMap.name); const email = get(fieldMap.email); const phone = get(fieldMap.phone); const invested_amount = get(fieldMap.invested_amount); const investment_date = get(fieldMap.investment_date); const model_type = get(fieldMap.model_type).toLowerCase() || 'wholesale'; const status = get(fieldMap.status).toLowerCase() || 'active'; const errors = []; if (!name) errors.push('Name required'); const amt = parseFloat(invested_amount); if (!invested_amount || isNaN(amt) || amt < 0) errors.push('Invalid amount'); if (email && !emailRegex.test(email)) errors.push('Invalid email'); if (model_type && !validModelTypes.includes(model_type)) errors.push('Invalid model_type'); if (status && !validStatuses.includes(status)) errors.push('Invalid status'); if (investment_date && isNaN(new Date(investment_date).getTime())) errors.push('Invalid date'); return { rowNum: i + 2, name, email, phone, invested_amount, investment_date, model_type, status, errors }; }); importValidRows = importParsedRows.filter(r => r.errors.length === 0); const invalidRows = importParsedRows.filter(r => r.errors.length > 0); // Build validation summary const summaryEl = document.getElementById('importValidationSummary'); if (invalidRows.length === 0) { summaryEl.style.background = '#dcfce7'; summaryEl.style.color = '#1a5c3a'; summaryEl.innerHTML = `✅ ${importParsedRows.length} rows ready to import — all valid`; } else { summaryEl.style.background = '#fef9c3'; summaryEl.style.color = '#92400e'; summaryEl.innerHTML = `⚠️ ${importValidRows.length} valid rows will be imported, ${invalidRows.length} rows will be skipped (errors shown in red)`; } // Build preview table const thStyle = 'padding:8px 12px;font-size:11px;font-weight:600;text-transform:uppercase;letter-spacing:0.5px;color:#6b6560;text-align:left;background:#f8f6f1;border-bottom:1px solid #e8e4de;white-space:nowrap'; const tdStyle = 'padding:8px 12px;font-size:13px;border-bottom:1px solid #f0ece6;max-width:160px;overflow:hidden;text-overflow:ellipsis;white-space:nowrap'; document.getElementById('importPreviewHead').innerHTML = ` # Name Email Amount Date Model Status Issues `; document.getElementById('importPreviewBody').innerHTML = importParsedRows.map(r => { const hasError = r.errors.length > 0; const rowBg = hasError ? '#fff5f5' : ''; return ` ${r.rowNum} ${r.name || '—'} ${r.email || '—'} ${r.invested_amount ? '$' + parseFloat(r.invested_amount).toLocaleString() : '—'} ${r.investment_date || '—'} ${r.model_type || 'wholesale'} ${r.status || 'active'} ${hasError ? r.errors.join(', ') : '✓'} `; }).join(''); const submitBtn = document.getElementById('importSubmitBtn'); if (importValidRows.length === 0) { submitBtn.disabled = true; submitBtn.textContent = 'No Valid Rows'; } else { submitBtn.disabled = false; submitBtn.textContent = `Import ${importValidRows.length} Valid Row${importValidRows.length !== 1 ? 's' : ''}`; } document.getElementById('importStep1').style.display = 'none'; document.getElementById('importStep2').style.display = 'block'; } catch (err) { showToast('Failed to parse CSV: ' + err.message, 'error'); } }; reader.readAsText(file); } async function submitImport() { if (importValidRows.length === 0) return; const btn = document.getElementById('importSubmitBtn'); const errEl = document.getElementById('importError'); errEl.style.display = 'none'; btn.disabled = true; btn.textContent = 'Importing...'; const sendWelcomeEmails = document.getElementById('importSendWelcomeEmails').checked; try { const rowsToSend = importValidRows.map(({ rowNum, errors, ...rest }) => rest); const res = await authFetch('/api/admin/investors/import', { method: 'POST', body: JSON.stringify({ rows: rowsToSend, sendWelcomeEmails }) }); const data = await res.json(); if (!data.success) { errEl.textContent = data.message || 'Import failed'; errEl.style.display = 'block'; btn.disabled = false; btn.textContent = `Import ${importValidRows.length} Valid Row${importValidRows.length !== 1 ? 's' : ''}`; return; } // Show results document.getElementById('importStep2').style.display = 'none'; document.getElementById('importStep3').style.display = 'block'; let html = `
${data.imported} investor${data.imported !== 1 ? 's' : ''} imported
${data.skipped > 0 ? `
${data.skipped} skipped (duplicates)
` : ''} ${sendWelcomeEmails && data.imported > 0 ? '
📧 Welcome emails queued
' : ''}
`; const rowErrors = data.errors || []; if (rowErrors.length > 0) { html += `
Skipped rows (${rowErrors.length}):
${rowErrors.map(e => ``).join('')}
Row Reason
${e.row} ${e.reason}
`; } document.getElementById('importResultsSummary').innerHTML = html; // Refresh investor list loadInvestors(); loadSummary(); } catch (err) { errEl.textContent = 'Network error: ' + err.message; errEl.style.display = 'block'; btn.disabled = false; btn.textContent = `Import ${importValidRows.length} Valid Row${importValidRows.length !== 1 ? 's' : ''}`; } } // ============================================ // WEEKLY DIGEST // ============================================ async function loadWeeklyDigestHistory() { const container = document.getElementById('weeklyDigestHistoryContent'); if (!container) return; container.innerHTML = '
Loading...
'; try { const res = await authFetch('/api/admin/weekly-digest/history?limit=12'); const data = await res.json(); if (!data.success) throw new Error(data.message || 'Failed to load'); const badge = document.getElementById('weeklyDigestBadge'); if (data.total > 0) { badge.textContent = data.total + ' digest' + (data.total !== 1 ? 's' : ''); badge.style.display = ''; } else { badge.style.display = 'none'; } if (!data.digests || data.digests.length === 0) { container.innerHTML = '
📧
No weekly digests sent yet.
Click Send Now to send the first one.
'; return; } const fmtDate = (d) => d ? new Date(d).toLocaleString('en-US', { month: 'short', day: 'numeric', year: 'numeric', hour: '2-digit', minute: '2-digit' }) : '—'; const fmtWeek = (dateStr) => { const d = new Date(dateStr + 'T00:00:00'); return 'Week of ' + d.toLocaleDateString('en-US', { month: 'short', day: 'numeric', year: 'numeric' }); }; const rows = data.digests.map(digest => { const isSent = !!digest.sent_at; const statusColor = isSent ? '#1a5c3a' : '#92400e'; const statusBg = isSent ? '#dcfce7' : '#fef3c7'; const statusLabel = isSent ? 'Sent' : 'Draft'; const snap = digest.metrics_snapshot || {}; const aum = snap.total_aum ? fmt(snap.total_aum) : '—'; const investors = snap.active_investors != null ? snap.active_investors : '—'; return ` ${fmtWeek(digest.digest_date)} ${aum} ${investors} ${fmtDate(digest.sent_at)} ${statusLabel} `; }).join(''); container.innerHTML = `${rows}
Week AUM Snapshot Active Investors Sent At Status
`; } catch (err) { container.innerHTML = `
Failed to load digest history: ${escapeHtml(err.message)}
`; } } async function openWeeklyDigestPreview() { const backdrop = document.getElementById('weeklyDigestPreviewBackdrop'); const content = document.getElementById('weeklyDigestPreviewContent'); content.innerHTML = '
Generating preview…
'; backdrop.classList.add('active'); try { const res = await authFetch('/api/admin/weekly-digest/preview'); const data = await res.json(); if (!data.success) throw new Error(data.message || 'Failed to generate preview'); // Render the email HTML inside a sandboxed iframe const iframe = document.createElement('iframe'); iframe.style.cssText = 'width:100%;height:560px;border:none;border-radius:8px;background:#fff'; iframe.setAttribute('sandbox', 'allow-same-origin'); iframe.srcdoc = data.html; content.innerHTML = ''; content.appendChild(iframe); } catch (err) { content.innerHTML = `
Failed to generate preview: ${escapeHtml(err.message)}
`; } } function closeWeeklyDigestPreview(e) { if (e && e.target !== document.getElementById('weeklyDigestPreviewBackdrop')) return; document.getElementById('weeklyDigestPreviewBackdrop').classList.remove('active'); // Clear iframe to stop any resources const content = document.getElementById('weeklyDigestPreviewContent'); content.innerHTML = '
Generating preview...
'; } function openWeeklyDigestConfirm() { const backdrop = document.getElementById('weeklyDigestConfirmBackdrop'); document.getElementById('weeklyDigestConfirmError').style.display = 'none'; document.getElementById('weeklyDigestConfirmBody').style.display = 'block'; document.getElementById('weeklyDigestConfirmResult').style.display = 'none'; const btn = document.getElementById('weeklyDigestConfirmSubmitBtn'); btn.disabled = false; btn.textContent = 'Send Digest'; backdrop.classList.add('active'); } function closeWeeklyDigestConfirm(e) { if (e && e.target !== document.getElementById('weeklyDigestConfirmBackdrop')) return; document.getElementById('weeklyDigestConfirmBackdrop').classList.remove('active'); } async function submitWeeklyDigest() { const btn = document.getElementById('weeklyDigestConfirmSubmitBtn'); const errEl = document.getElementById('weeklyDigestConfirmError'); errEl.style.display = 'none'; btn.disabled = true; btn.textContent = 'Sending…'; try { const res = await authFetch('/api/admin/send-weekly-digest', { method: 'POST' }); const data = await res.json(); if (!data.success) { errEl.textContent = data.message || 'Failed to send digest'; errEl.style.display = 'block'; btn.disabled = false; btn.textContent = 'Send Digest'; return; } // Show success result document.getElementById('weeklyDigestConfirmBody').style.display = 'none'; const resultEl = document.getElementById('weeklyDigestConfirmResult'); resultEl.style.display = 'block'; resultEl.innerHTML = `
✓
Digest Sent!
Emailed to sohail@gec.live
${data.digest_date ? 'Week of ' + new Date(data.digest_date + 'T00:00:00').toLocaleDateString('en-US', { month: 'long', day: 'numeric', year: 'numeric' }) : ''}
`; // Refresh history loadWeeklyDigestHistory(); } catch (err) { errEl.textContent = 'Network error: ' + err.message; errEl.style.display = 'block'; btn.disabled = false; btn.textContent = 'Send Digest'; } } // ============================================ // COMMUNICATIONS HUB // ============================================ let emailTemplatesCache = null; async function fetchEmailTemplates() { if (emailTemplatesCache) return emailTemplatesCache; try { const res = await authFetch('/api/admin/email-templates'); const data = await res.json(); if (data.success) emailTemplatesCache = data.templates; } catch (e) { /* silent */ } return emailTemplatesCache || []; } async function openComposeModal() { document.getElementById('composeSubject').value = ''; document.getElementById('composeBody').value = ''; document.getElementById('composeRecipientType').value = 'all'; document.getElementById('composeIndividualPicker').style.display = 'none'; document.getElementById('composeError').style.display = 'none'; document.getElementById('composeSendBtn').disabled = false; document.getElementById('composeSendBtn').textContent = 'Send Announcement'; document.getElementById('composePreviewBtn').disabled = false; // Pre-load templates fetchEmailTemplates(); // Populate individual investor picker const picker = document.getElementById('composeInvestorPicker'); picker.innerHTML = ''; if (investorsCache && investorsCache.length) { investorsCache.forEach(inv => { const opt = document.createElement('option'); opt.value = inv.id; opt.textContent = inv.name + (inv.email ? ' (' + inv.email + ')' : ''); picker.appendChild(opt); }); } document.getElementById('composeBackdrop').classList.add('active'); } function closeComposeModal() { document.getElementById('composeBackdrop').classList.remove('active'); } function handleRecipientTypeChange() { const type = document.getElementById('composeRecipientType').value; document.getElementById('composeIndividualPicker').style.display = type === 'individual' ? 'block' : 'none'; } async function applyTemplate(templateId) { const templates = await fetchEmailTemplates(); const tpl = templates.find(t => t.id === templateId); if (!tpl) return; document.getElementById('composeSubject').value = tpl.subject; document.getElementById('composeBody').value = tpl.body; } function getComposeParams() { const subject = document.getElementById('composeSubject').value.trim(); const body = document.getElementById('composeBody').value.trim(); const rawType = document.getElementById('composeRecipientType').value; let recipient_type = 'all'; let recipient_filter = null; if (rawType === 'all') { recipient_type = 'all'; } else if (rawType === 'filtered_active') { recipient_type = 'filtered'; recipient_filter = { status: 'active' }; } else if (rawType === 'filtered_min50k') { recipient_type = 'filtered'; recipient_filter = { min_invested: 50000 }; } else if (rawType === 'filtered_min100k') { recipient_type = 'filtered'; recipient_filter = { min_invested: 100000 }; } else if (rawType === 'individual') { const investorId = parseInt(document.getElementById('composeInvestorPicker').value); if (!investorId) return null; recipient_type = 'individual'; recipient_filter = { investor_id: investorId }; } return { subject, body, recipient_type, recipient_filter }; } async function previewAnnouncement() { const errEl = document.getElementById('composeError'); errEl.style.display = 'none'; const params = getComposeParams(); if (!params) { errEl.textContent = 'Please select an investor.'; errEl.style.display = 'block'; return; } if (!params.subject) { errEl.textContent = 'Subject is required.'; errEl.style.display = 'block'; return; } if (!params.body) { errEl.textContent = 'Message body is required.'; errEl.style.display = 'block'; return; } const btn = document.getElementById('composePreviewBtn'); btn.disabled = true; btn.textContent = 'Loading…'; try { const res = await authFetch('/api/admin/announcements/preview', { method: 'POST', body: JSON.stringify(params) }); const data = await res.json(); if (!data.success) { errEl.textContent = data.message || 'Preview failed'; errEl.style.display = 'block'; return; } if (!data.recipient_count) { errEl.textContent = 'No recipients match the selected criteria.'; errEl.style.display = 'block'; return; } document.getElementById('announcePreviewMeta').textContent = data.recipient_count + ' recipient' + (data.recipient_count !== 1 ? 's' : '') + (data.preview_for ? ' — preview shown for: ' + data.preview_for.name : ''); document.getElementById('announcePreviewContent').innerHTML = data.preview_html || 'No preview available'; document.getElementById('announcePreviewBackdrop').classList.add('active'); } catch (err) { errEl.textContent = 'Network error: ' + err.message; errEl.style.display = 'block'; } finally { btn.disabled = false; btn.textContent = 'Preview'; btn.innerHTML = ' Preview'; } } function closeAnnouncePreview(e) { if (e && e.target !== document.getElementById('announcePreviewBackdrop')) return; document.getElementById('announcePreviewBackdrop').classList.remove('active'); document.getElementById('announcePreviewContent').innerHTML = '
Generating preview...
'; } async function sendAnnouncement() { const errEl = document.getElementById('composeError'); errEl.style.display = 'none'; const params = getComposeParams(); if (!params) { errEl.textContent = 'Please select an investor.'; errEl.style.display = 'block'; return; } if (!params.subject) { errEl.textContent = 'Subject is required.'; errEl.style.display = 'block'; return; } if (!params.body) { errEl.textContent = 'Message body is required.'; errEl.style.display = 'block'; return; } const btn = document.getElementById('composeSendBtn'); btn.disabled = true; btn.textContent = 'Sending…'; try { const res = await authFetch('/api/admin/announcements', { method: 'POST', body: JSON.stringify(params) }); const data = await res.json(); if (!data.success) { errEl.textContent = data.message || 'Failed to send announcement'; errEl.style.display = 'block'; btn.disabled = false; btn.textContent = 'Send Announcement'; return; } closeComposeModal(); showToast(`✓ Sent to ${data.sent}/${data.total} investor${data.total !== 1 ? 's' : ''}`, 'success'); loadAnnouncementsHistory(); } catch (err) { errEl.textContent = 'Network error: ' + err.message; errEl.style.display = 'block'; btn.disabled = false; btn.textContent = 'Send Announcement'; } } async function loadAnnouncementsHistory() { const el = document.getElementById('announcementsHistoryContent'); if (!el) return; try { const res = await authFetch('/api/admin/announcements?limit=50'); const data = await res.json(); if (!data.success) { el.innerHTML = '
Failed to load announcements
'; return; } const badge = document.getElementById('announcementsBadge'); if (badge) { badge.style.display = data.total > 0 ? 'inline-flex' : 'none'; badge.textContent = data.total + ' sent'; } if (!data.announcements.length) { el.innerHTML = `
📭
No announcements yet
Click "Compose & Send" to send your first bulk email.
`; return; } const rows = data.announcements.map(a => { const recipLabel = a.recipient_type === 'all' ? 'All Investors' : a.recipient_type === 'individual' ? 'Individual' : 'Filtered'; const sentDate = a.sent_at ? new Date(a.sent_at).toLocaleDateString('en-US', { month: 'short', day: 'numeric', year: 'numeric' }) : '—'; return ` ${escapeHtml(a.subject)} ${sentDate} ${recipLabel} ✓ ${a.sent_count} sent `; }).join(''); el.innerHTML = `${rows}
Subject Sent Recipients Delivered
`; } catch (err) { el.innerHTML = '
Error loading announcements
'; } } async function openAnnounceDetail(id) { const subjectEl = document.getElementById('announceDetailSubject'); const metaEl = document.getElementById('announceDetailMeta'); const statsEl = document.getElementById('announceDetailStats'); const recipientsEl = document.getElementById('announceDetailRecipients'); subjectEl.textContent = 'Loading…'; metaEl.textContent = ''; statsEl.innerHTML = ''; recipientsEl.innerHTML = '
Loading...
'; document.getElementById('announceDetailBackdrop').classList.add('active'); try { const res = await authFetch('/api/admin/announcements/' + id); const data = await res.json(); if (!data.success) { subjectEl.textContent = 'Error loading'; return; } const ann = data.announcement; const sentDate = ann.sent_at ? new Date(ann.sent_at).toLocaleString('en-US', { month: 'short', day: 'numeric', year: 'numeric', hour: '2-digit', minute: '2-digit' }) : 'Not sent'; subjectEl.textContent = ann.subject; metaEl.textContent = 'Sent ' + sentDate + (ann.created_by ? ' by ' + ann.created_by : ''); statsEl.innerHTML = [ { label: 'Total', value: data.stats.total, color: '#6b6560' }, { label: 'Sent', value: data.stats.sent, color: '#1a5c3a' }, { label: 'Failed', value: data.stats.failed, color: '#b91c1c' }, { label: 'Pending', value: data.stats.pending, color: '#92400e' } ].map(s => `
${s.value}
${s.label}
`).join(''); if (!data.recipients.length) { recipientsEl.innerHTML = '
No recipients found
'; return; } const rows = data.recipients.map(r => { const statusColor = r.status === 'sent' ? { bg: '#dcfce7', text: '#1a5c3a' } : r.status === 'failed' ? { bg: '#fee2e2', text: '#b91c1c' } : { bg: '#fef3c7', text: '#92400e' }; const sentAt = r.sent_at ? new Date(r.sent_at).toLocaleTimeString('en-US', { hour: '2-digit', minute: '2-digit' }) : '—'; return ` ${escapeHtml(r.investor_name || '—')} ${escapeHtml(r.email)} ${r.status} ${sentAt} `; }).join(''); recipientsEl.innerHTML = `${rows}
Investor Email Status Time
`; } catch (err) { subjectEl.textContent = 'Error'; recipientsEl.innerHTML = '
Failed to load: ' + escapeHtml(err.message) + '
'; } } function closeAnnounceDetail(e) { if (e && e.target !== document.getElementById('announceDetailBackdrop')) return; document.getElementById('announceDetailBackdrop').classList.remove('active'); } // ============================================ // TEAM MANAGEMENT (owner only) // ============================================ const ROLE_BADGE = { owner: { bg: '#f3e8ff', color: '#7c3aed', label: 'Owner' }, manager: { bg: '#dbeafe', color: '#1d4ed8', label: 'Manager' }, viewer: { bg: '#f1f5f9', color: '#475569', label: 'Viewer' } }; function roleBadgeHtml(role) { const r = ROLE_BADGE[role] || ROLE_BADGE.viewer; return `${r.label}`; } async function loadTeam() { const tbody = document.getElementById('teamTableBody'); if (!tbody) return; try { const res = await authFetch('/api/admin/team'); const data = await res.json(); if (!data.success) throw new Error(data.message); const team = data.team; if (team.length === 0) { tbody.innerHTML = 'No team members yet'; return; } tbody.innerHTML = team.map(member => { const isCurrentUser = currentUser && member.id === currentUser.id; const statusBadge = member.pending_invite ? `Pending invite` : member.is_active ? `Active` : `Inactive`; const lastLogin = member.last_login ? new Date(member.last_login).toLocaleDateString('en-US', { month:'short', day:'numeric', year:'numeric' }) : '—'; const youBadge = isCurrentUser ? ' (you)' : ''; const twoFaBadge = member.totp_enabled ? `🔒 2FA` : `—`; const actions = isCurrentUser ? '—' : ` `; return ` ${escapeHtml(member.name || '—')}${youBadge} ${escapeHtml(member.email)} ${roleBadgeHtml(member.role)} ${statusBadge} ${twoFaBadge} ${lastLogin} ${actions} `; }).join(''); } catch (err) { tbody.innerHTML = `Failed to load team: ${escapeHtml(err.message)}`; } } async function updateMemberRole(id, newRole) { if (!newRole) return; const confirmMsg = `Change this member's role to ${newRole}?`; if (!confirm(confirmMsg)) { loadTeam(); return; } try { const res = await authFetch(`/api/admin/team/${id}`, { method: 'PATCH', body: JSON.stringify({ role: newRole }) }); const data = await res.json(); if (!data.success) throw new Error(data.message); showToast('Role updated', 'success'); loadTeam(); } catch (err) { showToast('Failed: ' + err.message, 'error'); loadTeam(); } } async function removeMember(id, name) { if (!confirm(`Remove ${name} from the team? This cannot be undone.`)) return; try { const res = await authFetch(`/api/admin/team/${id}`, { method: 'DELETE' }); const data = await res.json(); if (!data.success) throw new Error(data.message); showToast(name + ' removed from team', 'success'); loadTeam(); } catch (err) { showToast('Failed: ' + err.message, 'error'); } } function openInviteModal() { const modal = document.getElementById('inviteBackdrop'); document.getElementById('inviteError').style.display = 'none'; document.getElementById('inviteName').value = ''; document.getElementById('inviteEmail').value = ''; document.getElementById('inviteRole').value = 'viewer'; modal.style.display = 'flex'; setTimeout(() => document.getElementById('inviteEmail').focus(), 100); } function closeInviteModal(e) { if (e && e.target !== document.getElementById('inviteBackdrop')) return; document.getElementById('inviteBackdrop').style.display = 'none'; } // ============================================ // REVENUE FORECASTING // ============================================ function trendArrow(trend) { return { growing: '↑', stable: '→', declining: '↓' }[trend] || '→'; } function trendArrowDetailed(trend) { // More nuanced arrows return { growing: '↑', stable: '→', declining: '↓' }[trend] || '→'; } function fmtForecastMonth(dateStr) { // dateStr like "2026-05-01" return new Date(dateStr + 'T00:00:00').toLocaleDateString('en-US', { month: 'long', year: 'numeric' }); } async function loadForecast() { const section = document.getElementById('revenueForecastSection'); const cardsEl = document.getElementById('forecastSummaryCards'); const tableEl = document.getElementById('forecastInvestorTable'); if (cardsEl) cardsEl.innerHTML = '
Loading forecast...
'; try { const res = await authFetch('/api/admin/forecasts'); const data = await res.json(); if (!data.success) throw new Error(data.message || 'Failed to load forecast'); if (section) section.style.display = 'block'; const projections = data.projections || []; const summary = data.summary || {}; const byStore = data.by_store || []; if (projections.length === 0) { cardsEl.innerHTML = '
📊
No revenue data available for forecasting.
Add revenue entries to stores to generate projections.
'; return; } // Summary bar const trendLabel = { growing: 'Growing', stable: 'Stable', declining: 'Declining' }[summary.trend] || 'Stable'; const summaryHtml = `
${trendArrow(summary.trend)} ${trendLabel}
Portfolio Trend
${(summary.confidence || 'low').toUpperCase()}
Confidence
${summary.data_stores || 0} / ${summary.total_stores || 0}
Stores w/ 3+ months data
`; // 3-month projection cards const cardsHtml = projections.map(p => `
${fmtForecastMonth(p.month)}
${fmt(p.projected_revenue)}
${trendArrow(p.trend)} ${{ growing: 'Growing', stable: 'Stable', declining: 'Declining' }[p.trend] || 'Stable'} ${(p.confidence || 'low').toUpperCase()}
`).join(''); cardsEl.innerHTML = summaryHtml + '
' + cardsHtml + '
'; // Per-investor breakdown table if (tableEl && byStore.length > 0) { // Group by investor const investorMap = new Map(); for (const sf of byStore) { if (!sf.investor_id) continue; if (!investorMap.has(sf.investor_id)) { const inv = investorsCache.find(i => i.id === sf.investor_id); investorMap.set(sf.investor_id, { id: sf.investor_id, name: inv ? inv.name : 'Investor #' + sf.investor_id, stores: [] }); } investorMap.get(sf.investor_id).stores.push(sf); } // Aggregate investor projections const investorRows = []; for (const [, invData] of investorMap.entries()) { const storeList = invData.stores; const n = projections.length; const invProjections = projections.map((_, i) => storeList.reduce((sum, sf) => sum + (sf.projections[i] ? sf.projections[i].projected_revenue : 0), 0) ); const trendCounts = { growing: 0, stable: 0, declining: 0 }; for (const sf of storeList) trendCounts[sf.trend] = (trendCounts[sf.trend] || 0) + 1; const invTrend = Object.entries(trendCounts).sort((a, b) => b[1] - a[1])[0][0]; investorRows.push({ id: invData.id, name: invData.name, trend: invTrend, projections: invProjections, store_count: storeList.length }); } investorRows.sort((a, b) => (b.projections[0] || 0) - (a.projections[0] || 0)); const monthLabels = projections.map(p => fmtForecastMonth(p.month)); const tableHtml = `
${monthLabels.map(m => ``).join('')} ${investorRows.map(r => ` ${r.projections.map(p => ``).join('')} `).join('')}
Investor Trend${m}Stores
${escapeHtml(r.name)} ${trendArrow(r.trend)} ${{ growing: 'Growing', stable: 'Stable', declining: 'Declining' }[r.trend] || 'Stable'} ${fmt(p)}${r.store_count}
`; tableEl.innerHTML = tableHtml; const cardWrap = document.getElementById('forecastInvestorCardWrap'); if (cardWrap) cardWrap.style.display = 'block'; } else if (tableEl) { tableEl.innerHTML = '
No per-investor data available yet.
'; } } catch (err) { console.error('[Forecast] Error:', err); if (cardsEl) cardsEl.innerHTML = '
Could not load forecast data.
'; } } async function loadInvestorForecastExpand(investorId) { const container = document.getElementById('inv-forecast-content-' + investorId); if (!container) return; try { const res = await authFetch('/api/admin/investors/' + investorId + '/forecast'); const data = await res.json(); if (!data.success) throw new Error(data.message || 'Failed'); const projections = data.projections || []; if (projections.length === 0) { container.innerHTML = '
No revenue data yet — add entries to generate a forecast.
'; return; } const cardsHtml = projections.map(p => `
${fmtForecastMonth(p.month)}
${fmt(p.projected_revenue)}
${trendArrow(p.trend)} ${(p.confidence || 'low').toUpperCase()}
`).join(''); container.innerHTML = '
' + cardsHtml + '
'; } catch (err) { container.innerHTML = '
Could not load forecast.
'; } } // ============================================ // ALERTS // ============================================ let alertsCurrentPage = 1; function scrollToAlerts(e) { e.preventDefault(); const el = document.getElementById('alerts-section'); if (el) el.scrollIntoView({ behavior: 'smooth', block: 'start' }); } async function loadAlertSummary() { try { const res = await authFetch('/api/admin/alerts/summary'); const data = await res.json(); if (!data.success) return; const badge = document.getElementById('alertNavBadge'); const navLink = document.getElementById('alertsNavLink'); if (navLink) navLink.style.display = ''; if (data.unacknowledged_critical > 0) { badge.textContent = data.unacknowledged_critical; badge.style.display = ''; } else { badge.style.display = 'none'; } const sectionBadge = document.getElementById('alertsSectionBadge'); const total = data.unacknowledged_critical + data.unacknowledged_warning; if (sectionBadge) { if (total > 0) { sectionBadge.textContent = `${total} Active Alert${total !== 1 ? 's' : ''}`; sectionBadge.style.background = data.unacknowledged_critical > 0 ? '#fee2e2' : '#fef3c7'; sectionBadge.style.color = data.unacknowledged_critical > 0 ? '#b91c1c' : '#92400e'; } else { sectionBadge.textContent = 'All Clear'; sectionBadge.style.background = ''; sectionBadge.style.color = ''; } } } catch (e) { // non-critical } } async function loadAlerts(page) { if (page) alertsCurrentPage = page; const grid = document.getElementById('alertsGrid'); if (!grid) return; grid.innerHTML = '
Loading...
'; const severity = document.getElementById('alertFilterSeverity').value; const type = document.getElementById('alertFilterType').value; const acked = document.getElementById('alertFilterAcknowledged').value; let url = `/api/admin/alerts?page=${alertsCurrentPage}&limit=20`; if (severity) url += `&severity=${severity}`; if (type) url += `&type=${type}`; if (acked !== '') url += `&acknowledged=${acked}`; try { const res = await authFetch(url); const data = await res.json(); if (!data.success) throw new Error(data.message); if (data.alerts.length === 0) { grid.innerHTML = `
✅
No alerts found
All stores are performing within expected thresholds.
`; document.getElementById('alertsPagination').innerHTML = ''; return; } grid.innerHTML = data.alerts.map(a => renderAlertCard(a)).join(''); renderAlertsPagination(data.total, data.page, data.limit); } catch (err) { grid.innerHTML = `
Failed to load alerts: ${err.message}
`; } } function renderAlertCard(a) { const icons = { revenue_drop: '📉', forecast_miss: '🎯', zero_revenue: '🔇', trend_reversal: '🔄' }; const labels = { revenue_drop: 'Revenue Drop', forecast_miss: 'Forecast Miss', zero_revenue: 'Zero Revenue', trend_reversal: 'Trend Reversal' }; const icon = icons[a.alert_type] || '⚠️'; const label = labels[a.alert_type] || a.alert_type; const acked = a.acknowledged; const ts = new Date(a.created_at).toLocaleString('en-US', { month: 'short', day: 'numeric', year: 'numeric', hour: '2-digit', minute: '2-digit' }); const metricStr = a.metric_value !== null ? `Metric: $${parseFloat(a.metric_value).toLocaleString('en-US', {minimumFractionDigits:2,maximumFractionDigits:2})}${a.threshold_value !== null ? ` / Threshold: $${parseFloat(a.threshold_value).toLocaleString('en-US', {minimumFractionDigits:2,maximumFractionDigits:2})}` : ''}` : ''; const ackedLabel = acked ? `Acknowledged${a.acknowledged_by ? ' by ' + a.acknowledged_by : ''}${a.acknowledged_at ? ' · ' + new Date(a.acknowledged_at).toLocaleDateString() : ''}` : ``; return `
${icon}
${escHtml(a.store_name)} ${escHtml(a.investor_name)} ${label} ${a.severity.toUpperCase()}

${escHtml(a.message)}

${metricStr ? '
' + metricStr + '
' : ''}
${ts} ${ackedLabel}
`; } function escHtml(str) { if (!str) return ''; return String(str).replace(/&/g,'&').replace(//g,'>').replace(/"/g,'"'); } function renderAlertsPagination(total, page, limit) { const pagination = document.getElementById('alertsPagination'); const totalPages = Math.ceil(total / limit); if (totalPages <= 1) { pagination.innerHTML = ''; return; } let html = `Page ${page} of ${totalPages} (${total} total)`; if (page > 1) html += ``; if (page < totalPages) html += ``; pagination.innerHTML = html; } async function acknowledgeAlert(id, btn) { btn.disabled = true; btn.textContent = '...'; try { const res = await authFetch(`/api/admin/alerts/${id}/acknowledge`, { method: 'PATCH' }); const data = await res.json(); if (!data.success) throw new Error(data.message); const card = document.getElementById(`alert-card-${id}`); if (card) { card.classList.add('acknowledged'); const footer = card.querySelector('.alert-footer'); if (footer) { const btnEl = footer.querySelector('.btn-ack'); if (btnEl) btnEl.replaceWith(Object.assign(document.createElement('span'), { className: 'alert-ack-label', textContent: 'Acknowledged' })); } } loadAlertSummary(); } catch (err) { btn.disabled = false; btn.textContent = 'Acknowledge'; showToast('Failed to acknowledge: ' + err.message, 'error'); } } // Alert Settings (owner only) let _alertSettingsData = []; async function loadAlertSettings() { try { const res = await authFetch('/api/admin/alerts/settings'); const data = await res.json(); if (!data.success) return; _alertSettingsData = data.settings; renderAlertSettings(data.settings); } catch (e) { // non-critical } } function renderAlertSettings(settings) { const container = document.getElementById('alertSettingsRows'); if (!container) return; const typeLabels = { revenue_drop: 'Revenue Drop', forecast_miss: 'Forecast Miss', zero_revenue: 'Zero Revenue', trend_reversal: 'Trend Reversal' }; const typeDesc = { revenue_drop: 'Alert when month-over-month revenue falls by threshold %', forecast_miss: 'Alert when actual revenue is below forecast by threshold %', zero_revenue: 'Alert when a store has no revenue entries in the last 30 days', trend_reversal: 'Alert when a growing store shows 2 consecutive months of decline' }; const hasThreshold = { revenue_drop: true, forecast_miss: true, zero_revenue: false, trend_reversal: false }; container.innerHTML = settings.map(s => `
${typeLabels[s.alert_type] || s.alert_type}
${typeDesc[s.alert_type] || ''}
${hasThreshold[s.alert_type] ? `
%
` : '
'}
`).join(''); } async function saveAlertSettings() { const updates = _alertSettingsData.map(s => { const enabledEl = document.getElementById(`toggle-${s.alert_type}`); const thresholdEl = document.getElementById(`threshold-${s.alert_type}`); return { alert_type: s.alert_type, enabled: enabledEl ? enabledEl.checked : s.enabled, threshold_pct: thresholdEl ? parseFloat(thresholdEl.value) : s.threshold_pct }; }); try { const res = await authFetch('/api/admin/alerts/settings', { method: 'PATCH', body: JSON.stringify({ updates }) }); const data = await res.json(); if (!data.success) throw new Error(data.message); _alertSettingsData = data.settings; showToast('Alert settings saved', 'success'); } catch (err) { showToast('Failed to save settings: ' + err.message, 'error'); } } async function submitInvite() { const btn = document.getElementById('inviteSubmitBtn'); const errEl = document.getElementById('inviteError'); const email = document.getElementById('inviteEmail').value.trim(); const name = document.getElementById('inviteName').value.trim(); const role = document.getElementById('inviteRole').value; errEl.style.display = 'none'; if (!email) { errEl.textContent = 'Email is required'; errEl.style.display = 'block'; return; } btn.disabled = true; btn.textContent = 'Sending...'; try { const res = await authFetch('/api/admin/team/invite', { method: 'POST', body: JSON.stringify({ email, name, role }) }); const data = await res.json(); if (!data.success) throw new Error(data.message); document.getElementById('inviteBackdrop').style.display = 'none'; showToast(`Invitation sent to ${email}`, 'success'); loadTeam(); } catch (err) { errEl.textContent = err.message; errEl.style.display = 'block'; } finally { btn.disabled = false; btn.textContent = 'Send Invitation'; } } // ============================================ // REVENUE IMPORT MODAL // ============================================ function openRevenueImportModal() { document.getElementById('revenueImportBackdrop').style.display = 'flex'; document.getElementById('revenueImportFileInput').value = ''; document.getElementById('revenueImportPaste').value = ''; document.getElementById('revenueImportPreview').innerHTML = ''; document.getElementById('revenueImportPreviewSection').style.display = 'none'; document.getElementById('revenueImportError').style.display = 'none'; document.getElementById('revenueImportResult').style.display = 'none'; } function closeRevenueImportModal(event) { if (event && event.target !== event.currentTarget) return; document.getElementById('revenueImportBackdrop').style.display = 'none'; } function parseCSV(text) { const lines = text.trim().split(/\r?\n/); if (lines.length < 2) return []; const headers = lines[0].split(',').map(h => h.trim().toLowerCase()); const rows = []; for (let i = 1; i < lines.length; i++) { const vals = lines[i].split(',').map(v => v.trim()); const row = {}; headers.forEach((h, idx) => { row[h] = vals[idx] || ''; }); rows.push(row); } return rows; } async function previewRevenueImport() { const pasteText = document.getElementById('revenueImportPaste').value.trim(); const fileInput = document.getElementById('revenueImportFileInput'); let rows = []; if (fileInput.files.length > 0) { const file = fileInput.files[0]; const text = await file.text(); rows = parseCSV(text); } else if (pasteText) { rows = parseCSV(pasteText); } else { const errEl = document.getElementById('revenueImportError'); errEl.textContent = 'Please upload a CSV file or paste CSV data'; errEl.style.display = 'block'; return; } if (rows.length === 0) { const errEl = document.getElementById('revenueImportError'); errEl.textContent = 'No data rows found in input'; errEl.style.display = 'block'; return; } document.getElementById('revenueImportError').style.display = 'none'; const previewSection = document.getElementById('revenueImportPreviewSection'); const preview = document.getElementById('revenueImportPreview'); preview.innerHTML = `
Validating ${rows.length} rows...
`; previewSection.style.display = 'block'; // Client-side validation preview const monthRegex = /^\/d{4}-(0[1-9]|1[0-2])$/; let validCount = 0; let errorCount = 0; const previewRows = rows.slice(0, 100).map(row => { const storeName = row.store_name || row.store || ''; const investorName = row.investor_name || row.investor || ''; const month = row.month || ''; const revenue = row.revenue || ''; const isValid = storeName && investorName && month.match(/^\/d{4}-\/d{2}$/) && !isNaN(parseFloat(revenue)) && parseFloat(revenue) >= 0; if (isValid) validCount++; else errorCount++; return ` ${escapeHtml(storeName)} ${escapeHtml(investorName)} ${escapeHtml(month)} ${escapeHtml(revenue)} ${isValid ? '✓ Valid' : '✗ Invalid'} `; }).join(''); const summaryText = rows.length > 100 ? ` (showing first 100 of ${rows.length})` : ''; preview.innerHTML = `
${validCount} valid ${errorCount} invalid ${rows.length} total${summaryText}
${previewRows}
Store Investor Month Revenue Status
`; // Store parsed rows for submit document.getElementById('revenueImportPreview').dataset.rows = JSON.stringify(rows); } async function submitRevenueImport() { const rowsData = document.getElementById('revenueImportPreview').dataset.rows; if (!rowsData) { showToast('Please preview first', 'error'); return; } const rows = JSON.parse(rowsData); if (rows.length === 0) return; const fileInput = document.getElementById('revenueImportFileInput'); const filename = fileInput.files.length > 0 ? fileInput.files[0].name : 'pasted_data.csv'; const btn = document.getElementById('revenueImportSubmitBtn'); btn.disabled = true; btn.textContent = 'Importing...'; const resultEl = document.getElementById('revenueImportResult'); resultEl.style.display = 'none'; document.getElementById('revenueImportError').style.display = 'none'; try { const res = await authFetch('/api/admin/revenue/import', { method: 'POST', body: JSON.stringify({ rows, filename }) }); const data = await res.json(); if (!data.success) { const errEl = document.getElementById('revenueImportError'); errEl.textContent = data.message || 'Import failed'; errEl.style.display = 'block'; btn.disabled = false; btn.textContent = 'Import Revenue'; return; } resultEl.innerHTML = `
Import Complete
${data.successful_rows}
Imported
${data.failed_rows}
Failed
${data.total_rows}
Total
${data.errors && data.errors.length > 0 ? `
First error: ${escapeHtml(data.errors[0].reason)}
` : ''}
`; resultEl.style.display = 'block'; if (typeof loadStoreAnalytics === 'function') loadStoreAnalytics(); loadRevenueImportHistory(); setTimeout(() => closeRevenueImportModal(), 3000); } catch (err) { const errEl = document.getElementById('revenueImportError'); errEl.textContent = 'Network error: ' + err.message; errEl.style.display = 'block'; } finally { btn.disabled = false; btn.textContent = 'Import Revenue'; } } async function loadRevenueImportHistory() { const listEl = document.getElementById('revenueImportHistoryList'); const countEl = document.getElementById('revenueImportHistoryCount'); const badgeEl = document.getElementById('revenueImportHistoryBadge'); try { const res = await authFetch('/api/admin/revenue/imports?limit=10'); const data = await res.json(); if (!data.success) { listEl.innerHTML = '
Failed to load
'; return; } countEl.textContent = `${data.total} total`; if (data.total > 0) { badgeEl.style.display = 'inline'; badgeEl.textContent = data.total; } if (data.imports.length === 0) { listEl.innerHTML = '
No imports yet
'; return; } const statusColors = { processing: '#f59e0b', completed: '#10b981', completed_with_errors: '#f97316' }; listEl.innerHTML = data.imports.map(im => { const errors = im.error_log ? JSON.parse(im.error_log) : []; const date = new Date(im.created_at).toLocaleDateString('en-US', { month: 'short', day: 'numeric', year: 'numeric', hour: '2-digit', minute: '2-digit' }); return `
${escapeHtml(im.filename)}
${im.uploaded_by} · ${date}
${errors.length > 0 ? `
${errors[0].reason}
` : ''}
${im.successful_rows}
imported
${im.failed_rows > 0 ? `
${im.failed_rows} failed
` : ''}
${im.status}
`; }).join(''); } catch (err) { listEl.innerHTML = '
Failed to load
'; } } function toggleRevenueImportHistory() { const content = document.getElementById('revenueImportHistoryContent'); const arrow = document.getElementById('revenueImportHistoryArrow'); if (content.style.display === 'none') { content.style.display = 'block'; arrow.style.transform = 'rotate(90deg)'; loadRevenueImportHistory(); } else { content.style.display = 'none'; arrow.style.transform = ''; } } function escapeHtml(str) { const div = document.createElement('div'); div.textContent = str || ''; return div.innerHTML; }