Set Up CommTrackr

Session Variables

These variables must be set in your req.session object to enable

CommTrackr functionality. Alternatively, you can modify the variable names to match your custom session configuration using the vars configuration during initialization.

Summary
Expanded

Variable	Purpose	Default Key	Example
userId	Unique identifier for the logged‑in user	`username`	`req.session.username = 'john123'`
userName	Display name (fallback to `userId`)	`name`	`req.session.name = 'John Doe'`
role	User role (`admin`, `dev`, `user`)	`role`	`req.session.role = 'admin'`
roleAliases	Map custom role names to standard ones	`{}`	`{ user: ['client'], admin: ['owner'] }`
access	Numeric access levels alternative to `role`	`{}`	`{ var: 'access', admin: [2] }`
commissions	Array of commission objects for the user	`commissions`	See Commission Object
users	List of all system users (for assignment)	`users`	`[{ userId: 'dev1', role: 'dev' }, ...]`
possibleStatuses	Allowed status values	`[]`	`[{ label: 'Pending', value: 'Pending' }]`
disableFieldEditing	Field IDs that admins cannot edit	`[]`	`['amount', 'currency']`

userId

String

default:"username"

required

userId must contain a unique identifier for the user, such as a username or user ID. This is used to track user-specific data. This must be present for

CommTrackr to detect a logged-in user.Fallback: NoneSession Example: 'id'

userName

String

default:"name"

userName should contain the name of the user. This is used for display purposes in the

CommTrackr interface. Fallback to userId if not set.Fallback: userIdSession Example: 'John Doe'

role

String

default:"role"

role should contain the role of the user: 'admin', 'dev', or 'user'. This is used to control access to certain features and functionalities within CommTrackr.Fallback: 'user'Session Example: 'user', 'dev', 'admin'

roleAliases

Object

default:"{}"

role can also be set to custom role names. Use roleAliases to map your custom role names to the standard roles used by CommTrackr.

access

Array

default:"{}"

access can be used as an alternative to role for access control. It should contain numeric access levels. Use the access configuration to define which levels correspond to 'user', 'dev', and 'admin'.

commissions

Array

default:"commissions"

commissions should be an array of commission objects associated with the user. Each item in the array should follow the Commission Object structure.Session Example:

[
  {
    id: 'unique-commission-id', // Unique identifier for the commission
    user: 'userId', // Commission creator's unique userId. Should match the userId variable, otherwise the commission will only be accessible in admin/dev views
    amount: 1000, // Commission amount as a number, or null if not applicable. Defaults to null
    currency: 'USD', // Currency code for the commission amount as a string. Defaults to 'USD'
    date: '2023-10-01', // Date of the commission in any valid date/datetime format. Defaults to null
    status: 'On Hold', // Status of the commission as a string (e.g., 'Completed', 'In Progress', 'On Hold', 'Cancelled')
    fields: { // Custom fields associated with the commission
      'id': 'value' // Key-value pairs for custom fields
    },
    tasks: [ // Array of tasks associated with the commission
      {
        done: false, // Task completion status. Defaults to false
        content: '' // Task description. Defaults to ''
      }
    ],
    locked: false, // Whether commission is locked from being edited by user. Defaults to false
    links: [ // Array of links associated with the commission
      {
        label: 'Link Label', // Link label
        url: 'http://example.com' // Link URL
      }
    ],
    assignedTo: ['dev1UserId', 'dev2UserId'] // Array of userIds of the developers assigned to this commission
  }
]

possibleStatuses

Array

default:"[]"

possibleStatuses should be an array of possible commission status objects. Each status object should have a label and value property.

disableFieldEditing

Array

default:"[]"

disableFieldEditing should be an array of field IDs that admins cannot edit. This is useful for restricting access to certain fields even for admin users.

users

Array

default:"users"

users should contain an array of all users and developers in the system. Each user object should have at least userId and defined matching role or access.var properties. userName property is recommended, but not required. This is used for assigning commissions to owners and developers.

Commission Object

Template
Example

{
  id: 'unique-commission-id', // Unique identifier for the commission
  user: 'userId', // Commission creator's unique userId. Should match the userId variable, otherwise the commission will only be accessible in admin/dev views
  amount: 1000, // Commission amount as a number, or null if not applicable. Defaults to null
  currency: 'USD', // Currency code for the commission amount as a string. Defaults to 'USD'
  date: '2023-10-01', // Date of the commission in any valid date/datetime format. Defaults to null
  status: 'On Hold', // Status of the commission as a string (e.g., 'Completed', 'In Progress', 'On Hold', 'Cancelled')
  fields: { // Custom fields associated with the commission
    'id': 'value' // Key-value pairs for custom fields
  },
  tasks: [ // Array of tasks associated with the commission
    {
      done: false, // Task completion status. Defaults to false
      content: '' // Task description. Defaults to ''
    }
  ],
  locked: false, // Whether commission is locked from being edited by user. Defaults to false
  links: [ // Array of links associated with the commission
    {
      label: 'Link Label', // Link label
      url: 'http://example.com' // Link URL
    }
  ],
  assignedTo: ['dev1UserId', 'dev2UserId'] // Array of userIds of the developers assigned to this commission
}

{
  "id": "cmt-001",
  "user": "john123",
  "amount": 1500,
  "currency": "USD",
  "date": "2024-05-10",
  "status": "In Progress",
  "fields": {
    "name": "Acme Website"
  },
  "tasks": [
    { "done": false, "content": "Initial design mockup" },
    { "done": true, "content": "Client approval" }
  ],
  "locked": false,
  "links": [
    { "label": "Project Brief", "url": "https://example.com/brief.pdf" }
  ],
  "assignedTo": ["dev42"]
}

Custom Text

The tenant customText configuration allows you to override default text strings used throughout the

CommTrackr interface. This is useful for localization or customizing the user experience. Override any UI string by providing a customText object in the tenant configuration:

Supported Text
Example

{
  "userWelcomeBefore": "Welcome, ",
  "userWelcomeAfter": "!",
  "activationTitle": "Activation",
  "sessionTitle": "Session",
  "tenantTitle": "Configuration",
  "authTitle": "Authentication Required",
  "authDescriptionBefore": "You'll need to log into your ",
  "authDescriptionAfter": " account before managing your commissions.",
  "authContinueLabel": "Continue",
  "adminTitle": "Commission Management",
  "adminDescription": "Manage commissions created on your platform.",
  "devTitle": "Commission Management",
  "devDescription": "Manage commissions assigned to you.",
  "userTitle": "Commissions",
  "userDescription": "View and manage your past commissions.",
  "newCommissionTitle": "New Commission",
  "newTaskLabel": "New Task",
  "notFoundTitle": "Not Found",
  "forbiddenTitle": "Forbidden",
  "forbiddenMessage": "You do not have permission to edit this commission.",
  "errorTitle": "Error",
  "errorMessage": "An unexpected error occurred. Please try again later.",
  "labelStatus": "Status",
  "labelStatusDescription": "Required: Commission status.",
  "labelOwner": "Owner",
  "labelOwnerDescription": "Required: Commission owner.",
  "labelAmount": "Amount",
  "labelAmountDescription": "Optional: Commission amount.",
  "labelDate": "Date",
  "labelDateDescription": "Optional: Commission creation date.",
  "labelAssignedTo": "Assigned To",
  "labelAssignedToDescription": "Optional: The developer to assign this commission to.",
  "labelCurrency": "Currency",
  "labelCurrencyDescription": "Optional: Commission currency.",
  "labelLocked": "Locked",
  "labelLockedDescription": "Optional: Whether or not the commission is locked from user editing.",
  "labelTasks": "Tasks",
  "labelSendEmail": "Send Email",
  "labelSendEmailDescription": "Optional: Send an email to the user regarding this update.",
  "labelRequired": "Required",
  "labelOptional": "Optional",
  "youLabel": "(you)",
  "noneLabel": "None",
  "backLabel": "Back",
  "backLabelWithArrow": "← Back",
  "nextLabel": "Next",
  "startLabel": "Start",
  "createLabel": "Create",
  "returnLabel": "Return",
  "restartLabel": "Restart",
  "saveLabel": "Save",
  "syncLabel": "Sync",
  "backToLabel": "Back to ",
  "changesSaved": "Changes saved",
  "changesRestored": "Changes restored",
  "clearChanges": "Clear changes",
  "brandName": "CommTrackr",
  "createEstimatedTime": "Estimated time to complete: 2 minutes",
  "commissionNotFound": "The requested commission was not found.",
  "commissionLocked": "This commission is locked from user editing.",
  "resourceNotFound": "The requested resource was not found.",
  "offTitle": "CommTrackr Disabled",
  "offDescription": "Enable CommTrackr for your app using <code>commtrackr.on();</code>",
  "tenantMisconfiguredTitle": "Tenant Misconfigured",
  "tenantMisconfiguredDescription": "Configure your CommTrackr tenant using <code>commtrackr.init({ tenant: { ... } });</code>",
  "serviceOffline": "Service is currently offline.",
  "noSession": "No session found. Please enable cookies and try again.",
  "userNotAuthenticated": "User not authenticated. Please log in and try again.",
  "serviceNotConfigured": "Service is not properly configured. Please contact the administrator.",
  "noFieldsConfigured": "No fields configured for commission creation. Please contact the administrator.",
  "createSuccess": "Your commission was created successfully.",
  "syncSuccess": "Your commissions were synchronized successfully.",
  "updateSuccess": "Your commission was updated successfully.",
  "commissionNotFoundJson": "The requested commission was not found."
}

server.js

commtrackr.init({
  tenant: {
    // ...
    customText: {
      brandName: "MyCommissionHub",
      createLabel: "Add New Commission",
      statusLabel: "Current Status"
    }
  }
});

Handler Functions

The handler hooks give you full control over data persistence:

Summary
Expanded

Hook	When Called	Receives	Typical Use
create	After a commission is submitted via the UI	`req`, `data`	Save to a relational DB, trigger a webhook, log analytics
update	When a commission is edited by a `dev` or `admin`	`req`, `data`	Update external records, send notification emails, enforce business rules
sync	When a user clicks Sync	`req`	Reconcile session data with a remote source, refresh cached commissions

create

Function

default:"() => {}"

create is called when a new commission is created via the UI. It receives the Express req object and a data object containing the commission fields data array. You can implement your own logic here, such as saving the commission to a database or triggering external workflows.Action metadata can be accessed via data.createdAt and data.createdBy.

server.js

commtrackr.init({
  // ...
  handlers: {
    create: (req, data) => {
    },
  },
});

update

Function

default:"() => {}"

update is called when an existing commission is updated by a dev or admin. It receives the Express req object and a data object containing the updated commission object. You can implement your own logic here, such as updating external records or sending notification emails.The constant data.id contains the unique commission ID.Action metadata can be accessed via data.updatedAt, data.updatedBy, and data.sendEmail.Updated metadata can be accessed via data.user, data.amount, data.currency, data.date, data.status, data.locked, and data.assignedTo.Updated fields can be accessed via data.fields.Updated tasks can be accessed via data.tasks.

server.js

commtrackr.init({
  // ...
  handlers: {
    update: (req, data) => {
    },
  },
});

sync

Function

default:"() => {}"

sync is called when the user manually triggers a sync by clicking the Sync button in the UI. It receives the Express req object. You can implement your own logic here, such as syncing your commissions session variable with an external source.

server.js

commtrackr.init({
  // ...
  handlers: {
    sync: (req) => {
    },
  },
});

CommTrackr

​Session Variables

​Commission Object

​Custom Text

​Handler Functions

Session Variables

Commission Object

Custom Text

Handler Functions