setOpen(o => !o)}>

{current?.name ? current.name.split(/\s+/).slice(0,2).map(w => w[0]).join("").toUpperCase() : "D"}

{displayName}

ADMIN VIEW

{open && (

Client companies

{allCompanies.length > 0 && (

)} {allCompanies.map(c => ( ))}

)}

); } // ─── Sidebar ────────────────────────────────────────────────────────────── function Sidebar({ page, setPage, bizType, persona, exceptionsCount, density, integrations, companyProfile, isSuperAdmin, allCompanies, scopedCompanyId, onSwitchToAdmin, onSwitchCompany }) { const items = navItems(bizType); const groups = items.reduce((acc, it) => { acc[it.group] = acc[it.group] || []; acc[it.group].push(it); return acc; }, {}); const rowH = density === "compact" ? 28 : density === "comfy" ? 38 : 32; return (

Perdura Capital

Operating intelligence

{isSuperAdmin ? ( ) : (

{companyProfile?.name ? companyProfile.name.split(/\s+/).slice(0,2).map(w => w[0]).join("").toUpperCase() : "—"}

{companyProfile?.name || "Your Company"}

{bizType === "service" ? "Services" : bizType === "product" ? "Product / DTC" : bizType === "retail" ? "Retail / Stores" : "Manufacturing"} · {companyProfile?.fiscal_year_end ? "FY" + (() => { const m = ["January","February","March","April","May","June","July","August","September","October","November","December"].indexOf(companyProfile.fiscal_year_end); const now = new Date(); return String(now.getMonth() <= m ? now.getFullYear() : now.getFullYear() + 1).slice(-2); })() : "FY26"}

)}

{isSuperAdmin && ( )}

); } // ─── UserMenu — avatar + dropdown with logout ───────────────────────────── function UserMenu({ companyProfile, persona }) { const [open, setOpen] = useStateS(false); const [userEmail, setUserEmail] = useStateS(""); const [userName, setUserName] = useStateS(""); const ref = useRefS(null); useEffectS(() => { const db = window.supabaseClient; if (!db) return; (async () => { const { data: { session } } = await db.auth.getSession(); if (session?.user) { setUserEmail(session.user.email || ""); setUserName(session.user.user_metadata?.full_name || session.user.email?.split("@")[0] || "Account"); } })(); }, []); useEffectS(() => { if (!open) return; const handler = (e) => { if (ref.current && !ref.current.contains(e.target)) setOpen(false); }; document.addEventListener("mousedown", handler); return () => document.removeEventListener("mousedown", handler); }, [open]); const handleLogout = async () => { const db = window.supabaseClient; if (db) await db.auth.signOut(); window.location.reload(); }; const displayName = companyProfile?.owner_name || userName || "Account"; const initials = displayName.split(/\s+/).slice(0, 2).map(w => w[0]).join("").toUpperCase() || "PC"; return (

{open && (

{displayName}

{userEmail &&

{userEmail}

}

)}

); } // ─── Topbar ─────────────────────────────────────────────────────────────── function Topbar({ period, setPeriod, fiscalYear, setFiscalYear, persona, setPersona, bizType, setBizType, onOpenAI, exceptionsCount, page, density, companyProfile }) { const periods = ["MTD", "QTD", "YTD", "TTM"]; const personas = ["CEO", "CFO", "Ops"]; const years = ["FY24", "FY25", "FY26", "FY27 (Plan)"]; const pageLabel = (navItems(bizType).find(n => n.key === page) || {}).label || "Dashboard"; return (

{companyProfile?.name || "Your Company"} · {bizType === "service" ? "Services" : bizType === "product" ? "Product" : bizType === "retail" ? "Retail" : "Manufacturing"}

{pageLabel}

{/* Search */}

⌘K

{/* Year selector */} {/* Persona switcher */}

{personas.map(p => ( ))}

{/* Period */}

{periods.map(p => ( ))}

); } // ─── AI Copilot Drawer ──────────────────────────────────────────────────── const aiSuggestionsByPage = { overview: [ "Why did EBITDA dip 3.2 pts last month?", "Compare gross margin trend by product line", "Which expense categories grew faster than revenue?", ], sales: [ "Top 10 customers by revenue growth YTD", "Which products are losing momentum in the South region?", "Show me deals at risk based on 30-day patterns", ], inventory: [ "Which SKUs are tying up the most working capital?", "Recommend reorder quantities for fast-movers", "Flag slow stock with no movement in 90 days", ], supply: [ "Which vendors are slipping on lead time?", "If V-205 lead time slips 2 weeks, what stocks out?", "Compare landed cost: air vs sea for AUR-100", ], cash: [ "Project cash position if AR > 60d collects 50%", "Best week to make CapEx purchase next quarter", "Sensitivity: 5% AR delay vs. baseline", ], arap: [ "Which customers have changed payment behavior?", "Draft collections priorities for the next week", "Which vendors offer payment discounts I'm missing?", ], service: [ "Resources below utilization target last 4 weeks", "Project Halcyon — where is the budget overrun coming from?", "Forecast bench cost over next 6 weeks", ], customer: [ "Most profitable customer segment by net margin", "Customers where support cost exceeds gross profit", "Cross-sell candidates based on segment patterns", ], margin: [ "Walk me through GM bridge from Q1 to Q2", "Margin attribution: mix vs. price vs. cost", "Top 5 margin compressions over 90 days", ], forecast: [ "Show downside scenario with -10% revenue", "What if churn doubles? When does cash run out?", "Compare base vs upside on hiring assumptions", ], exceptions: [ "Group recent exceptions by root cause", "Show me only exceptions tied to top-10 customers", "Trend of margin exceptions over 6 months", ], }; const aiCannedAnswer = (q) => { // Hardcoded plausible response if (/ebitda/i.test(q)) return "EBITDA fell 3.2 pts MoM ($87.4K). Driver decomposition:\n• Gross margin -1.8 pts ($52.1K) — primarily Aurelius Pro Kit lots received post-Apr 18 carrying 9% higher unit cost.\n• Opex +1.4 pts ($35.3K) — software subscriptions ($18K, mostly auto-renewals) and travel ($11K, conference).\n• Volume neutral.\n\nIf vendor V-201 cost normalizes next month, ~$32K of margin returns automatically. The auto-renewals are the more actionable lever."; if (/top.*customers/i.test(q)) return "YTD top growth (revenue, % vs same period prior year):\n1. Northwind Holdings +$184K +41%\n2. Aperture Labs +$98K +112% (new logo Mar '25)\n3. Halcyon Group +$76K +14%\n4. Ironwood Partners +$58K +22%\n5. Quorum Bio +$51K +new\n\n2 of 5 are accounts where ACV expanded post-implementation. Suggested action: replicate playbook with Brightside (currently at original ACV)."; if (/cash|runway/i.test(q)) return "Current cash: $1.82M. Baseline 90-day projection ends at $1.71M. Burn = $1.1K/day net.\n\nIf AR > 60d collects only 50% (vs baseline 80%), endpoint drops to $1.64M and runway compresses by ~14 days. The bigger lever is the $48.2K Atlas Logistics invoice — solo collection would extend runway by 26 days."; return "Working on that. (Connect a real model to see live answers.) Suggested next: filter by period, drill into the top contributing line, or compare against the prior 3 months."; }; function AICopilot({ open, onClose, page }) { const [messages, setMessages] = useStateS([ { role: "system", content: "Perdura AI is reading your live GL, invoices, and operational data. Ask anything." }, ]); const [input, setInput] = useStateS(""); const [thinking, setThinking] = useStateS(false); const endRef = useRefS(); useEffectS(() => { if (endRef.current) endRef.current.scrollIntoView({ behavior: "smooth" }); }, [messages, thinking]); const send = (text) => { if (!text.trim()) return; const userMsg = { role: "user", content: text }; setMessages(m => [...m, userMsg]); setInput(""); setThinking(true); setTimeout(() => { setMessages(m => [...m, { role: "assistant", content: aiCannedAnswer(text) }]); setThinking(false); }, 900); }; const suggestions = aiSuggestionsByPage[page] || aiSuggestionsByPage.overview; return ( <>

Perdura Copilot

Reading your live data · QuickBooks · Last sync 2m

{messages.map((m, i) => (

{m.role === "system" ? (

{m.content}

) : m.role === "user" ? (

{m.content}

) : (

{m.content.split("\n").map((ln, j) =>

{ln ||
}

)}

))} {thinking && (

)}

Suggested for this page

{suggestions.map((s, i) => ( ))}

setInput(e.target.value)} onKeyDown={(e) => e.key === "Enter" && send(input)} placeholder="Ask about your business…" />

); } Object.assign(window, { PerduraMark, Sidebar, Topbar, AICopilot, Icon, icons, navItems });