feat: Implement tenant invitation system with onboarding wizard
Backend Implementation: - Add TenantInvitation model with lifecycle management (PENDING/ACCEPTED/EXPIRED/CANCELLED) - Create platform admin API endpoints for invitation CRUD operations - Add public token-based endpoints for invitation retrieval and acceptance - Implement schema_context wrappers to ensure tenant operations run in public schema - Add tenant permissions: can_manage_oauth_credentials, can_accept_payments, can_use_custom_domain, can_white_label, can_api_access - Fix tenant update/create serializers to handle multi-schema environment - Add migrations for tenant permissions and invitation system Frontend Implementation: - Create TenantInviteModal with comprehensive invitation form (350 lines) - Email, business name, subscription tier configuration - Custom user/resource limits - Platform permissions toggles - Future feature flags (video conferencing, event types, calendars, 2FA, logs, data deletion, POS, mobile app) - Build TenantOnboardPage with 4-step wizard for invitation acceptance - Step 1: Account setup (email, password, name) - Step 2: Business details (name, subdomain, contact) - Step 3: Payment setup (conditional based on permissions) - Step 4: Success confirmation with redirect - Extract BusinessCreateModal and BusinessEditModal into separate components - Refactor PlatformBusinesses from 1080 lines to 220 lines (80% reduction) - Add inactive businesses dropdown section (similar to staff page pattern) - Update masquerade button styling to match Users page - Remove deprecated "Add New Tenant" functionality in favor of invitation flow - Add /tenant-onboard route for public access API Integration: - Add platform.ts API functions for tenant invitations - Create React Query hooks in usePlatform.ts for invitation management - Implement proper error handling and success states - Add TypeScript interfaces for invitation types Testing: - Verified end-to-end invitation flow from creation to acceptance - Confirmed tenant, domain, and owner user creation - Validated schema context fixes for multi-tenant environment - Tested active/inactive business filtering 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
poduck
518
frontend/src/pages/platform/components/TenantInviteModal.tsx
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518
frontend/src/pages/platform/components/TenantInviteModal.tsx
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@@ -0,0 +1,518 @@
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import React, { useState } from 'react';
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import { X, Send, Mail, Building2 } from 'lucide-react';
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import { useCreateTenantInvitation } from '../../../hooks/usePlatform';
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interface TenantInviteModalProps {
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isOpen: boolean;
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onClose: () => void;
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}
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const TenantInviteModal: React.FC<TenantInviteModalProps> = ({ isOpen, onClose }) => {
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const createInvitationMutation = useCreateTenantInvitation();
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const [inviteForm, setInviteForm] = useState({
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email: '',
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suggested_business_name: '',
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subscription_tier: 'PROFESSIONAL' as 'FREE' | 'STARTER' | 'PROFESSIONAL' | 'ENTERPRISE',
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custom_max_users: null as number | null,
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custom_max_resources: null as number | null,
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use_custom_limits: false,
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permissions: {
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can_manage_oauth_credentials: false,
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can_accept_payments: false,
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can_use_custom_domain: false,
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can_white_label: false,
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can_api_access: false,
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},
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// New feature limits (not yet implemented)
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limits: {
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can_add_video_conferencing: false,
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max_event_types: null as number | null, // null = unlimited
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max_calendars_connected: null as number | null, // null = unlimited
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can_connect_to_api: false,
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can_book_repeated_events: false,
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can_require_2fa: false,
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can_download_logs: false,
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can_delete_data: false,
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can_use_masked_phone_numbers: false,
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can_use_pos: false,
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can_use_mobile_app: false,
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},
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personal_message: '',
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});
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const [inviteError, setInviteError] = useState<string | null>(null);
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const [inviteSuccess, setInviteSuccess] = useState(false);
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const resetForm = () => {
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setInviteForm({
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email: '',
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suggested_business_name: '',
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subscription_tier: 'PROFESSIONAL',
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custom_max_users: null,
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custom_max_resources: null,
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use_custom_limits: false,
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permissions: {
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can_manage_oauth_credentials: false,
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can_accept_payments: false,
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can_use_custom_domain: false,
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can_white_label: false,
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can_api_access: false,
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},
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limits: {
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can_add_video_conferencing: false,
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max_event_types: null,
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max_calendars_connected: null,
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can_connect_to_api: false,
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can_book_repeated_events: false,
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can_require_2fa: false,
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can_download_logs: false,
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can_delete_data: false,
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can_use_masked_phone_numbers: false,
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can_use_pos: false,
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can_use_mobile_app: false,
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},
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personal_message: '',
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});
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setInviteError(null);
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setInviteSuccess(false);
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};
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const handleClose = () => {
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resetForm();
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onClose();
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};
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const handleInviteSend = () => {
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setInviteError(null);
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setInviteSuccess(false);
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// Validation
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if (!inviteForm.email.trim()) {
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setInviteError('Email address is required');
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return;
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}
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if (!/^[^\s@]+@[^\s@]+\.[^\s@]+$/.test(inviteForm.email)) {
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setInviteError('Please enter a valid email address');
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return;
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}
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// Build invitation data
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const data: any = {
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email: inviteForm.email,
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subscription_tier: inviteForm.subscription_tier,
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};
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if (inviteForm.suggested_business_name.trim()) {
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data.suggested_business_name = inviteForm.suggested_business_name.trim();
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}
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if (inviteForm.use_custom_limits) {
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if (inviteForm.custom_max_users !== null && inviteForm.custom_max_users > 0) {
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data.custom_max_users = inviteForm.custom_max_users;
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}
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if (inviteForm.custom_max_resources !== null && inviteForm.custom_max_resources > 0) {
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data.custom_max_resources = inviteForm.custom_max_resources;
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}
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}
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// Only include permissions if at least one is enabled
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const hasPermissions = Object.values(inviteForm.permissions).some(v => v === true);
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if (hasPermissions) {
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data.permissions = inviteForm.permissions;
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}
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if (inviteForm.personal_message.trim()) {
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data.personal_message = inviteForm.personal_message.trim();
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}
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createInvitationMutation.mutate(data, {
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onSuccess: () => {
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setInviteSuccess(true);
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setTimeout(() => {
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handleClose();
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}, 2000);
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},
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onError: (error: any) => {
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setInviteError(error.response?.data?.detail || error.message || 'Failed to send invitation');
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},
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});
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};
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if (!isOpen) return null;
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return (
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<div className="fixed inset-0 bg-black/50 flex items-center justify-center z-50">
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<div className="bg-white dark:bg-gray-800 rounded-xl shadow-xl w-full max-w-2xl mx-4 max-h-[90vh] overflow-y-auto">
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{/* Modal Header */}
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<div className="flex items-center justify-between p-6 border-b border-gray-200 dark:border-gray-700">
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<div className="flex items-center gap-3">
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<div className="p-2 bg-indigo-100 dark:bg-indigo-900/30 rounded-lg">
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<Send size={24} className="text-indigo-600 dark:text-indigo-400" />
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</div>
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<div>
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<h3 className="text-lg font-semibold text-gray-900 dark:text-white">Invite New Tenant</h3>
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<p className="text-sm text-gray-500 dark:text-gray-400">Send an invitation to create a new business</p>
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</div>
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</div>
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<button
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onClick={handleClose}
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className="p-2 hover:bg-gray-100 dark:hover:bg-gray-700 rounded-lg transition-colors"
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>
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<X size={20} className="text-gray-500 dark:text-gray-400" />
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</button>
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</div>
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{/* Modal Body */}
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<div className="p-6 space-y-6">
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{inviteError && (
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<div className="p-4 bg-red-50 dark:bg-red-900/20 border border-red-200 dark:border-red-800 rounded-lg">
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<p className="text-sm text-red-600 dark:text-red-400">{inviteError}</p>
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</div>
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)}
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{inviteSuccess && (
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<div className="p-4 bg-green-50 dark:bg-green-900/20 border border-green-200 dark:border-green-800 rounded-lg">
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<p className="text-sm text-green-600 dark:text-green-400">Invitation sent successfully!</p>
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</div>
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)}
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{/* Email */}
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<div>
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<label className="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-2">
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Email Address *
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</label>
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<div className="relative">
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<Mail size={18} className="absolute left-3 top-1/2 -translate-y-1/2 text-gray-400" />
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<input
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type="email"
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value={inviteForm.email}
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onChange={(e) => setInviteForm({ ...inviteForm, email: e.target.value })}
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className="w-full pl-10 pr-4 py-2 border border-gray-300 dark:border-gray-600 rounded-lg bg-white dark:bg-gray-700 text-gray-900 dark:text-white"
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placeholder="owner@business.com"
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/>
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</div>
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</div>
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{/* Suggested Business Name */}
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<div>
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<label className="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-2">
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Suggested Business Name (Optional)
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</label>
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<div className="relative">
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<Building2 size={18} className="absolute left-3 top-1/2 -translate-y-1/2 text-gray-400" />
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<input
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type="text"
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value={inviteForm.suggested_business_name}
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onChange={(e) => setInviteForm({ ...inviteForm, suggested_business_name: e.target.value })}
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className="w-full pl-10 pr-4 py-2 border border-gray-300 dark:border-gray-600 rounded-lg bg-white dark:bg-gray-700 text-gray-900 dark:text-white"
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placeholder="Owner can change this during onboarding"
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/>
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</div>
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</div>
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{/* Subscription Tier */}
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<div>
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<label className="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-2">
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Subscription Tier
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</label>
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<select
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value={inviteForm.subscription_tier}
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onChange={(e) => setInviteForm({ ...inviteForm, subscription_tier: e.target.value as any })}
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className="w-full px-4 py-2 border border-gray-300 dark:border-gray-600 rounded-lg bg-white dark:bg-gray-700 text-gray-900 dark:text-white"
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>
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<option value="FREE">Free Trial</option>
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<option value="STARTER">Starter</option>
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<option value="PROFESSIONAL">Professional</option>
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<option value="ENTERPRISE">Enterprise</option>
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</select>
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</div>
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{/* Custom Limits */}
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<div>
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<label className="flex items-center gap-2 text-sm font-medium text-gray-700 dark:text-gray-300 mb-2">
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<input
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type="checkbox"
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checked={inviteForm.use_custom_limits}
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onChange={(e) => setInviteForm({ ...inviteForm, use_custom_limits: e.target.checked })}
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className="rounded border-gray-300 dark:border-gray-600"
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/>
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Override tier limits with custom values
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</label>
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{inviteForm.use_custom_limits && (
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<div className="grid grid-cols-2 gap-4 mt-2">
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<div>
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<label className="block text-xs text-gray-600 dark:text-gray-400 mb-1">Max Users</label>
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<input
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type="number"
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min="1"
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value={inviteForm.custom_max_users || ''}
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onChange={(e) => setInviteForm({ ...inviteForm, custom_max_users: e.target.value ? parseInt(e.target.value) : null })}
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className="w-full px-3 py-2 border border-gray-300 dark:border-gray-600 rounded-lg bg-white dark:bg-gray-700 text-gray-900 dark:text-white"
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placeholder="Leave empty for tier default"
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/>
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</div>
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<div>
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<label className="block text-xs text-gray-600 dark:text-gray-400 mb-1">Max Resources</label>
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<input
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type="number"
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min="1"
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value={inviteForm.custom_max_resources || ''}
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onChange={(e) => setInviteForm({ ...inviteForm, custom_max_resources: e.target.value ? parseInt(e.target.value) : null })}
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className="w-full px-3 py-2 border border-gray-300 dark:border-gray-600 rounded-lg bg-white dark:bg-gray-700 text-gray-900 dark:text-white"
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placeholder="Leave empty for tier default"
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/>
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</div>
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</div>
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)}
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</div>
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{/* Platform Permissions */}
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<div>
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<label className="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-3">
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Platform Permissions
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</label>
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<div className="space-y-2">
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<label className="flex items-center gap-2 text-sm text-gray-700 dark:text-gray-300">
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<input
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type="checkbox"
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checked={inviteForm.permissions.can_manage_oauth_credentials}
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onChange={(e) => setInviteForm({ ...inviteForm, permissions: { ...inviteForm.permissions, can_manage_oauth_credentials: e.target.checked } })}
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className="rounded border-gray-300 dark:border-gray-600"
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/>
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Can manage OAuth credentials
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</label>
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<label className="flex items-center gap-2 text-sm text-gray-700 dark:text-gray-300">
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<input
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type="checkbox"
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checked={inviteForm.permissions.can_accept_payments}
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onChange={(e) => setInviteForm({ ...inviteForm, permissions: { ...inviteForm.permissions, can_accept_payments: e.target.checked } })}
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className="rounded border-gray-300 dark:border-gray-600"
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/>
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Can accept online payments (Stripe Connect)
|
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</label>
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<label className="flex items-center gap-2 text-sm text-gray-700 dark:text-gray-300">
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<input
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type="checkbox"
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checked={inviteForm.permissions.can_use_custom_domain}
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onChange={(e) => setInviteForm({ ...inviteForm, permissions: { ...inviteForm.permissions, can_use_custom_domain: e.target.checked } })}
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className="rounded border-gray-300 dark:border-gray-600"
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/>
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Can use custom domain
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</label>
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<label className="flex items-center gap-2 text-sm text-gray-700 dark:text-gray-300">
|
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<input
|
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type="checkbox"
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checked={inviteForm.permissions.can_white_label}
|
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onChange={(e) => setInviteForm({ ...inviteForm, permissions: { ...inviteForm.permissions, can_white_label: e.target.checked } })}
|
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className="rounded border-gray-300 dark:border-gray-600"
|
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/>
|
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Can remove SmoothSchedule branding
|
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</label>
|
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<label className="flex items-center gap-2 text-sm text-gray-700 dark:text-gray-300">
|
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<input
|
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type="checkbox"
|
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checked={inviteForm.permissions.can_api_access}
|
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onChange={(e) => setInviteForm({ ...inviteForm, permissions: { ...inviteForm.permissions, can_api_access: e.target.checked } })}
|
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className="rounded border-gray-300 dark:border-gray-600"
|
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/>
|
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Can access API for integrations
|
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</label>
|
||||
</div>
|
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</div>
|
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|
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{/* Feature Limits (Not Yet Implemented) */}
|
||||
<div className="border-t border-gray-200 dark:border-gray-700 pt-6">
|
||||
<div className="flex items-center justify-between mb-3">
|
||||
<label className="block text-sm font-medium text-gray-700 dark:text-gray-300">
|
||||
Feature Limits & Capabilities
|
||||
</label>
|
||||
<span className="text-xs px-2 py-1 bg-yellow-100 dark:bg-yellow-900/30 text-yellow-700 dark:text-yellow-400 rounded-full">
|
||||
Coming Soon
|
||||
</span>
|
||||
</div>
|
||||
<div className="space-y-3 opacity-50">
|
||||
{/* Video Conferencing */}
|
||||
<label className="flex items-center gap-2 text-sm text-gray-700 dark:text-gray-300">
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={inviteForm.limits.can_add_video_conferencing}
|
||||
disabled
|
||||
className="rounded border-gray-300 dark:border-gray-600 cursor-not-allowed"
|
||||
/>
|
||||
Can add video conferencing to events
|
||||
</label>
|
||||
|
||||
{/* Event Types Limit */}
|
||||
<div className="flex items-start gap-3">
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={inviteForm.limits.max_event_types === null}
|
||||
disabled
|
||||
className="rounded border-gray-300 dark:border-gray-600 mt-1 cursor-not-allowed"
|
||||
/>
|
||||
<div className="flex-1">
|
||||
<div className="flex items-center gap-2">
|
||||
<span className="text-sm text-gray-700 dark:text-gray-300">Unlimited event types</span>
|
||||
</div>
|
||||
<input
|
||||
type="number"
|
||||
min="1"
|
||||
disabled
|
||||
value={inviteForm.limits.max_event_types || ''}
|
||||
placeholder="Or set a limit"
|
||||
className="mt-1 w-32 px-2 py-1 text-sm border border-gray-300 dark:border-gray-600 rounded bg-white dark:bg-gray-700 text-gray-900 dark:text-white cursor-not-allowed"
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Calendars Connected Limit */}
|
||||
<div className="flex items-start gap-3">
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={inviteForm.limits.max_calendars_connected === null}
|
||||
disabled
|
||||
className="rounded border-gray-300 dark:border-gray-600 mt-1 cursor-not-allowed"
|
||||
/>
|
||||
<div className="flex-1">
|
||||
<div className="flex items-center gap-2">
|
||||
<span className="text-sm text-gray-700 dark:text-gray-300">Unlimited calendar connections</span>
|
||||
</div>
|
||||
<input
|
||||
type="number"
|
||||
min="1"
|
||||
disabled
|
||||
value={inviteForm.limits.max_calendars_connected || ''}
|
||||
placeholder="Or set a limit"
|
||||
className="mt-1 w-32 px-2 py-1 text-sm border border-gray-300 dark:border-gray-600 rounded bg-white dark:bg-gray-700 text-gray-900 dark:text-white cursor-not-allowed"
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* API Access */}
|
||||
<label className="flex items-center gap-2 text-sm text-gray-700 dark:text-gray-300">
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={inviteForm.limits.can_connect_to_api}
|
||||
disabled
|
||||
className="rounded border-gray-300 dark:border-gray-600 cursor-not-allowed"
|
||||
/>
|
||||
Can connect to external APIs
|
||||
</label>
|
||||
|
||||
{/* Repeated Events */}
|
||||
<label className="flex items-center gap-2 text-sm text-gray-700 dark:text-gray-300">
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={inviteForm.limits.can_book_repeated_events}
|
||||
disabled
|
||||
className="rounded border-gray-300 dark:border-gray-600 cursor-not-allowed"
|
||||
/>
|
||||
Can book repeated/recurring events
|
||||
</label>
|
||||
|
||||
{/* 2FA */}
|
||||
<label className="flex items-center gap-2 text-sm text-gray-700 dark:text-gray-300">
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={inviteForm.limits.can_require_2fa}
|
||||
disabled
|
||||
className="rounded border-gray-300 dark:border-gray-600 cursor-not-allowed"
|
||||
/>
|
||||
Can require 2FA for users
|
||||
</label>
|
||||
|
||||
{/* Download Logs */}
|
||||
<label className="flex items-center gap-2 text-sm text-gray-700 dark:text-gray-300">
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={inviteForm.limits.can_download_logs}
|
||||
disabled
|
||||
className="rounded border-gray-300 dark:border-gray-600 cursor-not-allowed"
|
||||
/>
|
||||
Can download system logs
|
||||
</label>
|
||||
|
||||
{/* Delete Data */}
|
||||
<label className="flex items-center gap-2 text-sm text-gray-700 dark:text-gray-300">
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={inviteForm.limits.can_delete_data}
|
||||
disabled
|
||||
className="rounded border-gray-300 dark:border-gray-600 cursor-not-allowed"
|
||||
/>
|
||||
Can permanently delete data
|
||||
</label>
|
||||
|
||||
{/* Masked Phone Numbers */}
|
||||
<label className="flex items-center gap-2 text-sm text-gray-700 dark:text-gray-300">
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={inviteForm.limits.can_use_masked_phone_numbers}
|
||||
disabled
|
||||
className="rounded border-gray-300 dark:border-gray-600 cursor-not-allowed"
|
||||
/>
|
||||
Can use masked phone numbers for privacy
|
||||
</label>
|
||||
|
||||
{/* POS Integration */}
|
||||
<label className="flex items-center gap-2 text-sm text-gray-700 dark:text-gray-300">
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={inviteForm.limits.can_use_pos}
|
||||
disabled
|
||||
className="rounded border-gray-300 dark:border-gray-600 cursor-not-allowed"
|
||||
/>
|
||||
Can use Point of Sale (POS) system
|
||||
</label>
|
||||
|
||||
{/* Mobile App */}
|
||||
<label className="flex items-center gap-2 text-sm text-gray-700 dark:text-gray-300">
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={inviteForm.limits.can_use_mobile_app}
|
||||
disabled
|
||||
className="rounded border-gray-300 dark:border-gray-600 cursor-not-allowed"
|
||||
/>
|
||||
Can use mobile app
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Personal Message */}
|
||||
<div>
|
||||
<label className="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-2">
|
||||
Personal Message (Optional)
|
||||
</label>
|
||||
<textarea
|
||||
value={inviteForm.personal_message}
|
||||
onChange={(e) => setInviteForm({ ...inviteForm, personal_message: e.target.value })}
|
||||
rows={3}
|
||||
className="w-full px-4 py-2 border border-gray-300 dark:border-gray-600 rounded-lg bg-white dark:bg-gray-700 text-gray-900 dark:text-white"
|
||||
placeholder="Add a personal note to the invitation email..."
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Modal Footer */}
|
||||
<div className="flex items-center justify-end gap-3 p-6 border-t border-gray-200 dark:border-gray-700">
|
||||
<button
|
||||
onClick={handleClose}
|
||||
className="px-4 py-2 text-gray-700 dark:text-gray-300 hover:bg-gray-100 dark:hover:bg-gray-700 rounded-lg font-medium text-sm transition-colors"
|
||||
>
|
||||
Cancel
|
||||
</button>
|
||||
<button
|
||||
onClick={handleInviteSend}
|
||||
disabled={createInvitationMutation.isPending || inviteSuccess}
|
||||
className="flex items-center gap-2 px-4 py-2 bg-indigo-600 text-white rounded-lg hover:bg-indigo-700 font-medium text-sm transition-colors disabled:opacity-50 disabled:cursor-not-allowed"
|
||||
>
|
||||
<Send size={16} />
|
||||
{createInvitationMutation.isPending ? 'Sending...' : inviteSuccess ? 'Sent!' : 'Send Invitation'}
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
};
|
||||
|
||||
export default TenantInviteModal;
|
||||
Reference in New Issue
Block a user