Add referral/discount code to FCC carrier page + REF-JAYK05 agent

Frontend (order/fcc-carrier-registration):
- Add a referral/discount code box on the review step that validates
  against /api/v1/discount/:code and shows the discount line + adjusted
  total. Discount applies to service fee + add-ons, never state filing fees.
- Prefill + auto-apply from ?code= / ?ref= query param (referral links).

Backend (fcc-carrier-registration route):
- Accept discount_code, validate it, store discount_code/discount_cents,
  and subtract from the total. Checkout already reads discount_cents to
  apply the Stripe coupon.
- Create a pending commission when the code belongs to an active sales agent.

Commission fix (agents.createCommission):
- Percent-type agents now earn commission_pct on ALL order types. Previously
  canada_crtc/formation/bundle used flat defaults and ignored percent agents.

Agent: created sales agent Jay Kordic (The Horizon Group) with custom code
REF-JAYK05 -> client gets 5% off discountable services, agent earns 15%.
Idempotent setup script in scripts/create_agent_jaykordic.cjs.

api/src/routes/agents.ts

@@ -37,19 +37,23 @@ export async function createCommission(params: {
   // Calculate commission amount
   let commissionCents = agent.commission_default_cents || 30000; // $300 default
   const overrides = agent.commission_overrides || {};
-  
+
-  // Check for service-specific override
+  // Precedence:
+  //   1. Explicit per-service override (always wins, flat cents)
+  //   2. Percent-based agents earn commission_pct of the order on EVERY order type
+  //   3. Otherwise fall back to per-type flat defaults
   if (params.serviceSlug && overrides[params.serviceSlug]) {
     commissionCents = overrides[params.serviceSlug];
+  } else if (agent.commission_type === "percent") {
+    // Percent agents (e.g. referral partners on a flat % deal) get the same
+    // percentage regardless of order type. order_amount_cents is the total paid.
+    commissionCents = Math.round((params.orderAmountCents * (agent.commission_pct || 10)) / 100);
   } else if (params.orderType === "canada_crtc") {
     commissionCents = overrides["canada-crtc"] || 30000;
   } else if (params.orderType === "formation") {
     commissionCents = overrides["formation"] || 5000;
   } else if (params.orderType === "bundle") {
     commissionCents = overrides["bundle"] || 10000;
-  } else if (agent.commission_type === "percent") {
-    // For compliance services, use percentage
-    commissionCents = Math.round((params.orderAmountCents * (agent.commission_pct || 10)) / 100);
   }
 
   await pool.query(

api/src/routes/fcc-carrier-registration.ts

@@ -51,6 +51,7 @@ router.post("/api/v1/fcc-carrier-registration", async (req: Request, res: Respon
       address_street, address_city, address_state, address_zip,
       service_wizard, services,
       engagement_accepted,
+      discount_code,
     } = req.body ?? {};
 
     // Validate required fields
@@ -104,6 +105,53 @@ router.post("/api/v1/fcc-carrier-registration", async (req: Request, res: Respon
     if (includeOcn) addonFeeCents += OCN_FEE_CENTS;
     const pucFeeCents = statePucStates.length * STATE_PUC_FEE_CENTS;
 
+    // ── Discount / referral code ──────────────────────────────────────────────
+    // Discounts apply to the Performance West service fee only. State filing fees
+    // (passed through at cost) are never discountable, matching the CRTC flow.
+    let discountCents = 0;
+    let normalizedDiscountCode: string | null = null;
+    if (discount_code && typeof discount_code === "string" && discount_code.trim().length >= 2) {
+      const code = discount_code.toUpperCase().trim();
+      try {
+        const dcResult = await pool.query(
+          "SELECT * FROM discount_codes WHERE code = $1",
+          [code],
+        );
+        if (dcResult.rows.length > 0) {
+          const dc = dcResult.rows[0];
+          const now = new Date();
+          const active = dc.active === true;
+          const notExpired = !dc.expires_at || new Date(dc.expires_at) >= now;
+          const started = !dc.starts_at || new Date(dc.starts_at) <= now;
+          const underGlobalLimit = dc.max_uses === null || dc.current_uses < dc.max_uses;
+          // Scope check: allow codes scoped to this service (or unscoped)
+          let inScope = true;
+          if (dc.applies_to) {
+            const allowed = String(dc.applies_to).split(",").map((s: string) => s.trim().toLowerCase());
+            inScope = allowed.includes("fcc_carrier_registration") || allowed.includes("all");
+          }
+          // Email allowlist check
+          let emailOk = true;
+          if (dc.allowed_emails && dc.allowed_emails.length > 0) {
+            const allowed = dc.allowed_emails.map((e: string) => e.toLowerCase());
+            emailOk = allowed.includes(customer_email.toLowerCase().trim());
+          }
+          if (active && notExpired && started && underGlobalLimit && inScope && emailOk) {
+            // Discountable base = service fee + add-ons (not state filing fees).
+            const discountable = BASE_FEE_CENTS + addonFeeCents;
+            if (dc.discount_type === "percent") {
+              discountCents = Math.round((discountable * dc.discount_value) / 100);
+            } else {
+              discountCents = Math.min(dc.discount_value, discountable);
+            }
+            normalizedDiscountCode = code;
+          }
+        }
+      } catch (dcErr) {
+        console.warn("[fcc-carrier-reg] Discount lookup failed (non-fatal):", dcErr);
+      }
+    }
+
     const orderNumber = generateOrderNumber();
 
     const result = await pool.query(
@@ -118,11 +166,12 @@ router.post("/api/v1/fcc-carrier-registration", async (req: Request, res: Respon
         state_puc_states,
         service_fee_cents, formation_fee_cents, state_fee_cents,
         puc_fee_cents, addon_fee_cents,
+        discount_code, discount_cents,
         engagement_accepted_at, engagement_accepted_ip
       ) VALUES (
         $1,$2,$3,$4,$5,$6,$7,$8,$9,$10,$11,$12,$13,$14,$15,$16,$17,$18,
         $19::jsonb,$20,$21,$22,$23,$24,$25,$26,$27,$28::text[],
-        $29,$30,$31,$32,$33,$34,$35
+        $29,$30,$31,$32,$33,$34,$35,$36,$37
       ) RETURNING *`,
       [
         orderNumber,
@@ -158,6 +207,8 @@ router.post("/api/v1/fcc-carrier-registration", async (req: Request, res: Respon
         stateFeeCents,
         pucFeeCents,
         addonFeeCents,
+        normalizedDiscountCode,
+        discountCents,
         engagement_accepted ? new Date().toISOString() : null,
         engagement_accepted ? (req.ip || req.headers["x-forwarded-for"] || null) : null,
       ],
@@ -202,10 +253,38 @@ router.post("/api/v1/fcc-carrier-registration", async (req: Request, res: Respon
       }
     }
 
-    const totalCents = BASE_FEE_CENTS + formationFeeCents + stateFeeCents + pucFeeCents + addonFeeCents;
+    const subtotalCents = BASE_FEE_CENTS + formationFeeCents + stateFeeCents + pucFeeCents + addonFeeCents;
+    const totalCents = Math.max(0, subtotalCents - discountCents);
+
+    // If this order used a sales agent's referral code, record a pending commission.
+    if (normalizedDiscountCode) {
+      try {
+        const agentCheck = await pool.query(
+          "SELECT sa.agent_code FROM sales_agents sa JOIN discount_codes dc ON sa.discount_code_id = dc.id WHERE dc.code = $1 AND sa.active = TRUE",
+          [normalizedDiscountCode],
+        );
+        if (agentCheck.rows.length > 0) {
+          const { createCommission } = await import("./agents.js");
+          await createCommission({
+            agentCode: agentCheck.rows[0].agent_code,
+            orderType: "fcc_carrier_registration",
+            orderId: order.id,
+            orderNumber: orderNumber,
+            serviceSlug: "fcc-carrier-registration",
+            customerName: customer_name.trim(),
+            customerEmail: customer_email.toLowerCase().trim(),
+            orderAmountCents: totalCents,
+            discountCents: discountCents,
+          });
+        }
+      } catch (commErr) {
+        console.warn("[fcc-carrier-reg] Commission creation failed (non-fatal):", commErr);
+      }
+    }
 
     console.log(
-      `[fcc-carrier-reg] Created ${orderNumber}: ${entity_source} for ${customer_email} — $${(totalCents / 100).toFixed(2)}`,
+      `[fcc-carrier-reg] Created ${orderNumber}: ${entity_source} for ${customer_email} — $${(totalCents / 100).toFixed(2)}` +
+      (discountCents > 0 ? ` (discount ${normalizedDiscountCode} -$${(discountCents / 100).toFixed(2)})` : ""),
     );
 
     res.json({
@@ -219,6 +298,9 @@ router.post("/api/v1/fcc-carrier-registration", async (req: Request, res: Respon
         formation: formationFeeCents + stateFeeCents,
         addons: addonFeeCents,
         puc: pucFeeCents,
+        subtotal: subtotalCents,
+        discount_code: normalizedDiscountCode,
+        discount_cents: discountCents,
         total: totalCents,
       },
     });

scripts/create_agent_jaykordic.cjs

@@ -0,0 +1,105 @@
+#!/usr/bin/env node
+/**
+ * Create sales agent "Jay Kordic" with custom referral code JAYK05.
+ *  - Client discount: 5% off all discountable service fees (discount_type='percent', value=5)
+ *  - Agent commission: 15% (commission_type='percent', commission_pct=15)
+ *
+ * Idempotent: re-running updates the existing rows instead of duplicating.
+ *
+ * Usage (from api/ so it loads api/.env):
+ *   cd api && node ../scripts/create_agent_jaykordic.cjs
+ */
+const fs = require("fs");
+const path = require("path");
+const { Client } = require("pg");
+
+// Load DATABASE_URL from api/.env if not already in env
+function loadEnv() {
+  if (process.env.DATABASE_URL) return;
+  const envPath = path.resolve(__dirname, "../api/.env");
+  if (!fs.existsSync(envPath)) return;
+  for (const line of fs.readFileSync(envPath, "utf8").split("\n")) {
+    const m = line.match(/^DATABASE_URL=(.*)$/);
+    if (m) { process.env.DATABASE_URL = m[1].trim(); break; }
+  }
+}
+
+const CODE = "REF-JAYK05";
+const AGENT_NAME = "Jay Kordic";
+const AGENT_COMPANY = "The Horizon Group";
+const AGENT_EMAIL = "jay.kordic@performancewest.net"; // placeholder; update with real payout email
+const CLIENT_DISCOUNT_PCT = 5;
+const COMMISSION_PCT = 15;
+
+(async () => {
+  loadEnv();
+  if (!process.env.DATABASE_URL) {
+    console.error("DATABASE_URL not found. Run from api/ or export DATABASE_URL.");
+    process.exit(1);
+  }
+  const c = new Client({ connectionString: process.env.DATABASE_URL });
+  await c.connect();
+  try {
+    await c.query("BEGIN");
+
+    // 1) Upsert the discount code (5% off, partner attribution to Jay Kordic)
+    const dc = await c.query(
+      `INSERT INTO discount_codes (code, description, discount_type, discount_value, referral_partner, referral_email, referral_pct, active)
+       VALUES ($1, $2, 'percent', $3, $4, $5, $6, TRUE)
+       ON CONFLICT (code) DO UPDATE SET
+         description = EXCLUDED.description,
+         discount_type = EXCLUDED.discount_type,
+         discount_value = EXCLUDED.discount_value,
+         referral_partner = EXCLUDED.referral_partner,
+         referral_email = EXCLUDED.referral_email,
+         referral_pct = EXCLUDED.referral_pct,
+         active = TRUE,
+         updated_at = now()
+       RETURNING id`,
+      [CODE, `Sales agent: ${AGENT_NAME} (${AGENT_COMPANY})`, CLIENT_DISCOUNT_PCT, AGENT_NAME, AGENT_EMAIL, COMMISSION_PCT],
+    );
+    const discountCodeId = dc.rows[0].id;
+
+    // 2) Upsert the sales agent (commission paid as percent of order)
+    const existing = await c.query("SELECT id FROM sales_agents WHERE email = $1 OR agent_code = $2", [AGENT_EMAIL, CODE]);
+    if (existing.rows.length > 0) {
+      await c.query(
+        `UPDATE sales_agents SET
+           agent_code = $1, discount_code_id = $2, name = $3, company = $4,
+           commission_type = 'percent', commission_pct = $5,
+           active = TRUE, updated_at = now()
+         WHERE id = $6`,
+        [CODE, discountCodeId, AGENT_NAME, AGENT_COMPANY, COMMISSION_PCT, existing.rows[0].id],
+      );
+      console.log(`Updated existing agent id=${existing.rows[0].id}`);
+    } else {
+      const ag = await c.query(
+        `INSERT INTO sales_agents (agent_code, discount_code_id, name, email, company, commission_type, commission_pct, active, onboarded_at)
+         VALUES ($1, $2, $3, $4, $5, 'percent', $6, TRUE, now())
+         RETURNING id`,
+        [CODE, discountCodeId, AGENT_NAME, AGENT_EMAIL, AGENT_COMPANY, COMMISSION_PCT],
+      );
+      console.log(`Created agent id=${ag.rows[0].id}`);
+    }
+
+    await c.query("COMMIT");
+
+    // Verify
+    const v = await c.query(
+      `SELECT d.code, d.discount_type, d.discount_value, d.referral_partner, d.referral_email, d.referral_pct, d.active AS code_active,
+              s.agent_code, s.name, s.commission_type, s.commission_pct, s.active AS agent_active
+       FROM discount_codes d
+       LEFT JOIN sales_agents s ON s.discount_code_id = d.id
+       WHERE d.code = $1`,
+      [CODE],
+    );
+    console.log("\nResult:");
+    console.dir(v.rows[0], { depth: null });
+  } catch (e) {
+    await c.query("ROLLBACK").catch(() => {});
+    console.error("ERROR:", e.message);
+    process.exitCode = 1;
+  } finally {
+    await c.end();
+  }
+})();

site/public/order/fcc-carrier-registration/index.html

@@ -350,6 +350,16 @@ select:focus,input:focus{outline:none;border-color:#1e3a5f;box-shadow:0 0 0 2px
     <h2>Review & Checkout</h2>
     <div id="review-content"></div>
 
+    <!-- Referral / discount code -->
+    <div style="margin-top:.75rem;padding:.75rem;border:1px dashed #d1d5db;border-radius:8px">
+      <label class="label" for="discount-code" style="margin-top:0">Referral or discount code</label>
+      <div style="display:flex;gap:.5rem">
+        <input type="text" id="discount-code" placeholder="e.g. REF-JAYK05" maxlength="40" style="flex:1;text-transform:uppercase">
+        <button type="button" class="btn btn-back" id="btn-apply-discount" style="white-space:nowrap">Apply</button>
+      </div>
+      <p id="discount-status" style="font-size:.8rem;margin-top:.4rem;display:none"></p>
+    </div>
+
     <label style="display:flex;align-items:flex-start;gap:.5rem;padding:.65rem;margin-top:.75rem;border:1px solid #e5e7eb;border-radius:8px;cursor:pointer;font-size:.75rem;color:#6b7280;line-height:1.5">
       <input type="checkbox" id="engage-check" required style="margin-top:2px;accent-color:#1e3a5f">
       <span>I authorize Performance West Inc. to prepare and submit regulatory filings on my behalf as described above. I understand Performance West provides compliance consulting services, not legal advice or legal representation. I confirm the information I provide is accurate to the best of my knowledge. <a href="/terms" target="_blank" style="color:#1e3a5f;text-decoration:underline">Terms of Service</a></span>
@@ -419,6 +429,8 @@ select:focus,input:focus{outline:none;border-color:#1e3a5f;box-shadow:0 0 0 2px
     pucStates: [],
     // Pricing
     baseFee: 129900, formationFee: 0, stateFee: 0, pucFee: 0, addonFee: 0,
+    // Discount / referral
+    discountCode: '', discountCents: 0,
   };
 
   // ── Step navigation ──
@@ -790,10 +802,58 @@ select:focus,input:focus{outline:none;border-color:#1e3a5f;box-shadow:0 0 0 2px
     wizard.addrZip = document.getElementById('addr-zip').value.trim();
     buildReview();
     showStep(5);
+    // Auto-validate a prefilled referral code (e.g. from ?code= link) on first arrival
+    var dcInput = document.getElementById('discount-code');
+    if (dcInput && dcInput.value.trim() && !wizard.appliedDiscount) {
+      document.getElementById('btn-apply-discount').click();
+    }
   });
   document.getElementById('btn-back-4').addEventListener('click', function() { showStep(3); });
   document.getElementById('btn-back-5').addEventListener('click', function() { showStep(4); });
 
+  // ── Apply referral / discount code ──
+  document.getElementById('btn-apply-discount').addEventListener('click', async function() {
+    var btn = this;
+    var input = document.getElementById('discount-code');
+    var statusEl = document.getElementById('discount-status');
+    var code = input.value.trim().toUpperCase();
+    statusEl.style.display = 'block';
+    if (!code) {
+      // Clearing the code
+      wizard.appliedDiscount = null; wizard.discountCode = ''; wizard.discountCents = 0;
+      statusEl.style.color = '#6b7280'; statusEl.textContent = 'No code applied.';
+      buildReview();
+      return;
+    }
+    btn.disabled = true; var prev = btn.textContent; btn.textContent = 'Checking...';
+    statusEl.style.color = '#6b7280'; statusEl.textContent = 'Validating code...';
+    try {
+      var email = wizard.contactEmail || document.getElementById('contact-email').value.trim();
+      var url = API + '/api/v1/discount/' + encodeURIComponent(code) +
+        '?service=fcc_carrier_registration' + (email ? '&email=' + encodeURIComponent(email) : '');
+      var resp = await fetch(url);
+      var data = await resp.json();
+      if (!resp.ok || !data.valid) {
+        wizard.appliedDiscount = null; wizard.discountCode = ''; wizard.discountCents = 0;
+        statusEl.style.color = '#dc2626';
+        statusEl.textContent = data.error || 'Code is not valid.';
+        buildReview();
+        return;
+      }
+      wizard.appliedDiscount = { discount_type: data.discount_type, discount_value: data.discount_value };
+      wizard.discountCode = data.code || code;
+      buildReview(); // recomputes wizard.discountCents against discountable base
+      statusEl.style.color = '#059669';
+      var label = data.discount_type === 'percent' ? (data.discount_value + '% off service fees') : ('$' + (data.discount_value / 100).toLocaleString() + ' off service fees');
+      statusEl.textContent = 'Applied ' + wizard.discountCode + ' \u2014 ' + label + (wizard.discountCents > 0 ? ' (\u2212$' + (wizard.discountCents / 100).toLocaleString() + ')' : '') + '.';
+    } catch (err) {
+      statusEl.style.color = '#dc2626';
+      statusEl.textContent = 'Could not validate code. Please try again.';
+    } finally {
+      btn.disabled = false; btn.textContent = prev;
+    }
+  });
+
   // ── Build review ──
   function buildReview() {
     var services = [];
@@ -819,11 +879,29 @@ select:focus,input:focus{outline:none;border-color:#1e3a5f;box-shadow:0 0 0 2px
     }
 
     var total = 0;
+    var discountableBase = 0; // service fee + add-ons; excludes formation/state filing fees
     items.forEach(function(item) {
       total += item.price;
+      var isFormation = item.name.indexOf('Business Formation') === 0;
+      if (!isFormation) discountableBase += item.price;
       html += '<tr style="border-bottom:1px solid #f3f4f6"><td style="padding:.35rem">' + item.name + '</td>';
       html += '<td style="text-align:right;padding:.35rem">' + (item.price ? '$' + (item.price / 100).toLocaleString() : 'Included') + '</td></tr>';
     });
+
+    // Recompute discount against the current discountable base (in case services changed)
+    if (wizard.appliedDiscount) {
+      var d = wizard.appliedDiscount;
+      wizard.discountCents = d.discount_type === 'percent'
+        ? Math.round((discountableBase * d.discount_value) / 100)
+        : Math.min(d.discount_value, discountableBase);
+    } else {
+      wizard.discountCents = 0;
+    }
+    if (wizard.discountCents > 0) {
+      html += '<tr style="color:#059669"><td style="padding:.35rem">Discount (' + wizard.discountCode + ')</td>';
+      html += '<td style="text-align:right;padding:.35rem">-$' + (wizard.discountCents / 100).toLocaleString() + '</td></tr>';
+      total -= wizard.discountCents;
+    }
     html += '<tr style="border-top:2px solid #e5e7eb;font-weight:700"><td style="padding:.5rem">Total</td><td style="text-align:right;padding:.5rem">$' + (total / 100).toLocaleString() + '</td></tr>';
     html += '</table>';
 
@@ -880,6 +958,7 @@ select:focus,input:focus{outline:none;border-color:#1e3a5f;box-shadow:0 0 0 2px
             puc_states: wizard.pucStates,
           },
           services: services,
+          discount_code: wizard.discountCode || '',
           engagement_accepted: true,
         }),
       });
@@ -954,6 +1033,21 @@ select:focus,input:focus{outline:none;border-color:#1e3a5f;box-shadow:0 0 0 2px
       }).catch(function() {});
     }, 500);
   });
+
+  // ── Prefill referral code from ?code= / ?ref= query param ──
+  (function() {
+    try {
+      var qs = new URLSearchParams(window.location.search);
+      var refCode = (qs.get('code') || qs.get('ref') || '').trim().toUpperCase();
+      if (refCode) {
+        var input = document.getElementById('discount-code');
+        if (input) {
+          input.value = refCode;
+          wizard.discountCode = refCode; // captured even before the user reaches step 5
+        }
+      }
+    } catch (e) {}
+  })();
 })();
 </script>
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