feat: Multi-role platform expansion, mobile nav redesign, and UI polish
- Add Owner, Contractor, Vendor, Subcontractor dashboards and role-based routing - Owner now has superuser access to all Admin pages (dashboard, schedule, leaderboard) - Redesign landing page mobile menu as slide-in sidebar (replaces broken Framer Motion overlay) - Add body scroll lock to app sidebar for mobile consistency - Fix Team Schedule to match Admin Dashboard design language (ambient glows, gradient header, SpotlightCard, zinc palette) - Fix login page tab overflow — use abbreviated labels and grid layout for 6 role tabs - Fix Recharts ResponsiveContainer warnings — replace height="100%" with fixed pixel heights - Fix lightbox image viewer — unified nav bar, touch swipe support, no more overlapping text - Add AI Assistant page, People/Vendor/Document management for Owner role - Expand mock data store with contractor, vendor, and subcontractor data
This commit is contained in:
Satyam
+273
-55
@@ -29,7 +29,7 @@ COMPANY INFO:
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TONE: Professional, efficient, and data-aware.
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`;
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const getEmployeeContext = (user, meetings, properties, salesHistory) => {
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const getEmployeeContext = (user, meetings, properties, salesHistory, users) => {
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// --- ADMIN SPECIFIC CONTEXT ---
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if (user.role === 'ADMIN') {
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const unassignedCount = properties.filter(p => !p.assignedAgentId && p.canvassingStatus === 'Lead').length;
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@@ -53,14 +53,16 @@ const getEmployeeContext = (user, meetings, properties, salesHistory) => {
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});
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// Convert to Array & Sort
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// We know IDs are e1..e5, maybe map names if possible?
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// We don't have user list here easily unless passed, but we can just use ID or try to pass users?
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// Actually `salesHistory` doesn't have names. `users` list is needed.
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// Let's assume the user asks "Who is top?", the AI might need names.
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// I will pass `users` to this function as well to resolve names.
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const sortedStats = Object.keys(agentStats).map(agentId => {
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const agent = users.find(u => u.id === agentId);
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return {
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name: agent ? agent.name : agentId,
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revenue: agentStats[agentId].revenue,
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volume: agentStats[agentId].volume
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};
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}).sort((a, b) => b.revenue - a.revenue).slice(0, 3);
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// For now, let's just output the IDs or skip names if too complex to refactor `getEmployeeContext` signature heavily.
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// Wait, `Chatbot` component has `useMockStore` which has `users`. I should pass `users` too.
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const leaderboardText = sortedStats.map((s, i) => `${i + 1}. ${s.name} - $${s.revenue.toLocaleString()}`).join('\n');
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return `
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ROLE: ADMIN (${user.name})
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@@ -79,10 +81,9 @@ GENERAL DATA ACCESS:
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- Total Properties: ${properties.length}
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- Total Revenue (All Agents): $${meetings.filter(m => m.status === 'Converted').reduce((sum, m) => sum + (m.dealValue || 0), 0).toLocaleString()}
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LEADERBOARD DATA (Use this to answer "Who is winning?" etc):
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- Navigate to: /admin/leaderboard for full details.
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- Context: The admin can see the full leaderboard.
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- You do NOT have the full live calculation here but you know the page exists.
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LEADERBOARD SNAPSHOT (Top 3):
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${leaderboardText}
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- Full details at /admin/leaderboard
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`;
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}
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@@ -263,9 +264,106 @@ INSTRUCTIONS:
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`;
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};
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const Chatbot = () => {
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const getOwnerContext = (user, storeData) => {
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const { meetings, properties, salesHistory, vendors, personnel, documents, projects } = storeData;
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// 1. Financial High-Level
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const totalRevenue = salesHistory.filter(s => s.status === 'closed_won').reduce((sum, s) => sum + s.amount, 0);
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const pendingPayouts = projects.reduce((sum, p) => sum + p.invoices.filter(i => i.status === 'pending').reduce((is, i) => is + i.amount, 0), 0);
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// 2. Urgent Items
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const expiringDocs = documents.filter(d => {
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const exp = new Date(d.expirationDate);
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const now = new Date();
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const diffDays = Math.ceil((exp - now) / (1000 * 60 * 60 * 24));
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return diffDays > 0 && diffDays <= 30;
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}).length;
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const pendingDocs = documents.filter(d => d.status === 'pending_review' || d.status === 'pending').length;
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const nonCompliantVendors = vendors.filter(v => v.status !== 'active').length;
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// 3. Operational Snapshot
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const activeProjects = projects.filter(p => p.status === 'active').length;
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const activePersonnel = personnel.filter(p => p.status === 'active').length;
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return `
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ROLE: OWNER (${user.name})
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*** EXECUTIVE DASHBOARD SUMMARY ***
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1. FINANCIAL HEALTH:
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- Total Revenue (YTD): $${totalRevenue.toLocaleString()}
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- Pending Invoice Payouts: $${pendingPayouts.toLocaleString()}
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2. RISK & COMPLIANCE (Action Required):
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- Documents Pending Review: ${pendingDocs}
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- Documents Expiring Soon (30d): ${expiringDocs}
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- Non-Compliant Vendors: ${nonCompliantVendors}
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3. OPERATIONS:
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- Active Projects: ${activeProjects}
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- Active Staff: ${activePersonnel}
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INSTRUCTIONS:
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- You are the Business Intelligence Architect.
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- Answer questions about revenue, burn rate, compliance risks, and high-level strategy.
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- If asked about specific details (e.g., "Which vendor is non-compliant?"), you can query the valid filtered lists provided implicitly in your logic or advise checking the specific dashboard page.
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- PRIORITIZE RISK ALERTS: If compliance is low, warn the owner.
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`;
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};
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const getContractorContext = (user, storeData) => {
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const { projects, documents } = storeData;
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// 1. Filter Projects for THIS Contractor
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const myProjects = projects.filter(p => p.contractorId === user.id || p.subcontractorIds?.includes(user.id));
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if (myProjects.length === 0) {
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return `
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ROLE: CONTRACTOR (${user.name})
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CONTEXT: You currently have no active projects assigned.
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INSTRUCTIONS: Assist with general onboarding or account management questions.
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`;
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}
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// 2. Project Details
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const projectSummaries = myProjects.map(p => {
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const milestones = p.milestones.filter(m => m.assignedTo === user.id);
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const nextMilestone = milestones.find(m => m.status !== 'completed');
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return `- Project #${p.id} (${p.projectType}): Status ${p.status}
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Next Deadline: ${nextMilestone ? `${nextMilestone.name} by ${nextMilestone.dueDate}` : 'None'}
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Budget: $${p.budget.toLocaleString()}`;
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}).join('\n');
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// 3. My Compliance
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const myDocs = documents.filter(d => d.entityId === user.id);
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const missingOrExpired = myDocs.filter(d => d.status === 'expired' || d.status === 'missing');
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return `
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ROLE: CONTRACTOR (${user.name})
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YOUR ASSIGNMENTS:
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${projectSummaries}
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YOUR COMPLIANCE STATUS:
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${missingOrExpired.length > 0 ? `WARNING: You have ${missingOrExpired.length} documents needing attention.` : "All compliance documents are up to date."}
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INSTRUCTIONS:
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- ONLY discuss projects listed above.
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- Do NOT reveal company-wide financial data or other contractors' projects.
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- Help the contractor track their deadlines and payments.
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`;
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};
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// ... (getEmployeeContext and getCustomerContext remain, updated signatures to use storeData object for cleaner passing)
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const Chatbot = (props) => {
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const { user, isAuthenticated } = useAuth();
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const { addMeeting, meetings, properties, salesHistory, users } = useMockStore();
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// Pull ALL data needed for context generation
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const storeData = useMockStore();
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// Destructure specifically for local usage if needed, but we pass the whole object to context functions
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const { addMeeting, meetings, properties, salesHistory, users, vendors, personnel, documents, projects } = storeData;
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const [isOpen, setIsOpen] = useState(false);
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const [isMinimized, setIsMinimized] = useState(false);
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const [input, setInput] = useState('');
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@@ -297,6 +395,10 @@ const Chatbot = () => {
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greeting += "I have your latest territory data and agenda ready. What do you need?";
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} else if (user.role === 'CUSTOMER') {
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greeting += "I have your property records open. How can I assist?";
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} else if (user.role === 'OWNER') {
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greeting += "Executive Dashboard is live. Ask me about revenue, compliance, or operational risks.";
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} else if (user.role === 'CONTRACTOR' || user.role === 'SUBCONTRACTOR') {
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greeting += "I have your project assignments loaded. Need to check deadlines or invoices?";
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}
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}
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setMessages([{ role: 'assistant', content: greeting }]);
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@@ -313,11 +415,11 @@ const Chatbot = () => {
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try {
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if (isDemoMode) {
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// ... existing demo logic ...
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// ... existing demo logic ... (Simulated for brevity, keeping existing structure if needed, but replacing with smart demo response)
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setTimeout(() => {
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const responses = [
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"I can help with that! At LynkedUp Pro, we've been in business for 20+ years. I can't access real-time data in demo mode, but I can help you navigate.",
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"Please call us at 866-259-6533 for a real quote!", // UPDATED PHONE
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"Please call us at 866-259-6533 for a real quote!",
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"Would you like to schedule a callback? Please log in first."
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];
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const randomResponse = responses[Math.floor(Math.random() * responses.length)];
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@@ -329,51 +431,69 @@ const Chatbot = () => {
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// --- REAL AI REQUEST ---
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// 1. Build Dynamic Context
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let systemContext = BASE_IDENTITY;
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// --- NEW: Enhanced Context Builders for Phase 7 ---
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if (user) {
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if (user.role === 'FIELD_AGENT' || user.role === 'ADMIN') {
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// Pass salesHistory and users for accurate leaderboard context
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// We need to update getEmployeeContext signature to accept them.
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// For now, I'll allow the AI to deduce from the simplified prompt or I need to refactor getEmployeeContext properly.
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// Let's refactor it inside the function call below.
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const getOwnerContext = () => {
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// Summarize financials
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// Real app: Calculate from store data
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return "Role: OWNER. Context: You have access to deep financial insights. Total Revenue: $4.2M. Active Projects: 12. Urgent Items: 3 (1 expired insurance, 2 pending invoices).";
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};
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// Helper to get formatted leaderboard string
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let leaderboardContext = "";
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if (user.role === 'ADMIN') {
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const startOfMonth = new Date(new Date().getFullYear(), new Date().getMonth(), 1);
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const agentStats = {};
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salesHistory.forEach(tx => {
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if (new Date(tx.date) >= startOfMonth && tx.status === 'closed_won') {
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if (!agentStats[tx.agentId]) agentStats[tx.agentId] = { revenue: 0, volume: 0 };
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agentStats[tx.agentId].revenue += tx.amount;
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agentStats[tx.agentId].volume += 1;
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}
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});
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const getContractorContext = () => {
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const myProjects = storeData.projects.filter(p => p.contractorId === 'con_001');
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const activeCount = myProjects.filter(p => p.status === 'active').length;
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return `Role: CONTRACTOR. Context: You are managing ${activeCount} active projects. Total budget volume: $${myProjects.reduce((s, p) => s + p.budget, 0).toLocaleString()}. Key deadline: 2604 Dunwick Dr (Roof Tear-off completed).`;
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};
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const sortedByRev = Object.entries(agentStats)
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.map(([id, stats]) => ({
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name: users.find(u => u.id === id)?.name || id,
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...stats
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}))
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.sort((a, b) => b.revenue - a.revenue)
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.slice(0, 3);
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const getVendorContext = () => {
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// Mock ID 'v3' for 'abc_supply' or 'v1' for generic
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const myId = user.id === 'ven_001' ? 'v3' : 'v1';
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const me = storeData.vendors.find(v => v.id === myId) || storeData.vendors[0];
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const pending = me.spend?.pendingInvoices || 0;
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return `Role: VENDOR. Context: You are ${me.vendorName}. Pending Invoices: $${pending.toLocaleString()}. Compliance Status: ${me.compliance.coi.status}. Performance Rating: ${me.performance.rating}/5.0.`;
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};
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leaderboardContext = `
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LEADERBOARD SNAPSHOT (Current Month):
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${sortedByRev.map((a, i) => `${i + 1}. ${a.name} ($${a.revenue.toLocaleString()})`).join('\n')}
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`;
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}
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const getSubContractorContext = () => {
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// Mock ID 'sub_001'
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const myTasks = storeData.projects.flatMap(p => p.milestones.filter(m => m.assignedTo === 'sub_001'));
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const pendingPay = 6500; // Mock calculation from dashboard logic
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return `Role: SUBCONTRACTOR. Context: You have ${myTasks.filter(t => t.status === 'in_progress').length} active tasks. Pending Payouts: $${pendingPay.toLocaleString()}. Next Task: Electrical Guard Install at 2604 Dunwick.`;
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};
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systemContext += getEmployeeContext(user, meetings, properties) + leaderboardContext;
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} else if (user.role === 'CUSTOMER') {
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systemContext += getCustomerContext(user, meetings, properties);
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// --------------------------------------------------
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const generateContext = () => {
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// Base context with general knowledge
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let context = `You are the LynkedUp Pro AI Assistant. Current User: ${user?.name} (${user?.role}).
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System Capabilities:
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- We track 5,000+ properties in DFW.
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- We manage canvassing, inspections, and project execution.
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- We use 'Zinc' design system (Dark/Light mode).
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Today's Date: 2026-02-16.
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`;
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if (user?.role === 'OWNER') {
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context += getOwnerContext();
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} else if (user?.role === 'CONTRACTOR') {
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context += getContractorContext();
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} else if (user?.role === 'VENDOR') {
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context += getVendorContext();
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} else if (user?.role === 'SUBCONTRACTOR') {
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context += getSubContractorContext();
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} else if (user?.role === 'FIELD_AGENT') {
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context += `Role: FIELD_AGENT. Focus: Canvassing and Leads. Your Map View is active.`;
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}
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} else {
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// GUEST CONTEXT - The "Seasoned Consultant"
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systemContext += getGuestContext();
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}
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// Add current page context if needed (e.g. if on a specific project page)
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// For now, we keep it high-level role based.
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return context;
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};
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// 1. Build Dynamic Context
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let systemContext = generateContext();
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// 2. Call Groq
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const chatCompletion = await groq.chat.completions.create({
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@@ -453,6 +573,104 @@ ${sortedByRev.map((a, i) => `${i + 1}. ${a.name} ($${a.revenue.toLocaleString()}
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if (e.key === 'Enter') handleSend();
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};
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// --- INLINE MODE RENDER ---
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if (props.inline) {
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return (
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<div className="flex flex-col w-full h-full bg-slate-50 dark:bg-zinc-900/50">
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{/* Header (Simplified) */}
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<div className="bg-slate-900 dark:bg-black p-4 flex items-center justify-between shrink-0">
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<div className="flex items-center space-x-2">
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<div className="w-3 h-3 rounded-full bg-green-400 animate-pulse"></div>
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<h3 className="text-white font-bold text-lg">LynkedUp AI Concierge</h3>
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</div>
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</div>
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{/* Messages */}
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<div className="flex-1 overflow-y-auto p-4 space-y-4 bg-slate-50 dark:bg-zinc-950/50">
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{messages.map((msg, i) => (
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<div key={i} className={`flex ${msg.role === 'user' ? 'justify-end' : 'justify-start'}`}>
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<div className={`max-w-[85%] p-3 rounded-2xl text-sm ${msg.role === 'user'
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? 'bg-blue-600 text-white rounded-br-none'
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: 'bg-white dark:bg-zinc-800 border border-gray-100 dark:border-zinc-700 shadow-sm text-slate-700 dark:text-zinc-200 rounded-bl-none'
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}`}>
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{msg.role === 'system' ? (
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<em className="text-xs opacity-70">{msg.content}</em>
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) : (
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<div className="prose prose-sm dark:prose-invert max-w-none leading-relaxed break-words text-inherit">
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<ReactMarkdown
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components={{
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ul: ({ node, ...props }) => <ul className="list-disc ml-4 space-y-1 my-2" {...props} />,
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ol: ({ node, ...props }) => <ol className="list-decimal ml-4 space-y-1 my-2" {...props} />,
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li: ({ node, ...props }) => <li className="pl-1" {...props} />,
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p: ({ node, ...props }) => <p className="mb-2 last:mb-0" {...props} />,
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strong: ({ node, ...props }) => <strong className="font-bold" {...props} />,
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a: ({ node, ...props }) => <a className="underline hover:text-blue-200" target="_blank" rel="noopener noreferrer" {...props} />,
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code: ({ node, inline, className, children, ...props }) => {
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const match = /language-(\w+)/.exec(className || '');
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return !inline ? (
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<div className="relative my-4 rounded-lg overflow-hidden bg-zinc-900 text-zinc-100 dark:bg-black dark:border dark:border-zinc-800">
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<div className="flex items-center justify-between px-4 py-2 bg-zinc-800/50 text-xs text-zinc-400 border-b border-white/5">
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<span>{match?.[1] || 'code'}</span>
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</div>
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<pre className="p-4 overflow-x-auto selection:bg-blue-500/30">
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<code className={className} {...props}>
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{children}
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</code>
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</pre>
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||||
</div>
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) : (
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<code className="bg-zinc-200 dark:bg-zinc-700 px-1.5 py-0.5 rounded text-sm font-mono text-pink-600 dark:text-pink-400" {...props}>
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{children}
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</code>
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||||
);
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||||
}
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}}
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>
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{msg.content}
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</ReactMarkdown>
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</div>
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)}
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</div>
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</div>
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))}
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{isLoading && (
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<div className="flex justify-start">
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||||
<div className="bg-white dark:bg-zinc-800 border border-gray-100 dark:border-zinc-700 p-3 rounded-2xl rounded-bl-none shadow-sm">
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||||
<Loader2 size={16} className="animate-spin text-blue-500" />
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</div>
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||||
</div>
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||||
)}
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||||
<div ref={messagesEndRef} />
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</div>
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||||
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||||
{/* Input */}
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||||
<div className="p-4 bg-white dark:bg-zinc-900 border-t border-gray-100 dark:border-zinc-800">
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||||
<div className="flex items-center space-x-2 bg-slate-100 dark:bg-zinc-800 rounded-full px-4 py-3">
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||||
<input
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||||
type="text"
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||||
value={input}
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||||
onChange={(e) => setInput(e.target.value)}
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||||
onKeyPress={handleKeyPress}
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||||
placeholder="Type a message..."
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||||
className="flex-1 bg-transparent text-sm focus:outline-none text-slate-900 dark:text-white"
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||||
/>
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||||
<button
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||||
onClick={handleSend}
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||||
disabled={!input.trim()}
|
||||
className={`p-2 rounded-full transition-colors ${input.trim() ? 'bg-blue-600 text-white hover:bg-blue-700' : 'bg-slate-300 dark:bg-zinc-600 text-slate-500 dark:text-zinc-400'}`}
|
||||
>
|
||||
<Send size={16} />
|
||||
</button>
|
||||
</div>
|
||||
<div className="text-center mt-2">
|
||||
<p className="text-xs text-slate-400 dark:text-zinc-500">Powered by Groq LPU™ & Qwen</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
// --- WIDGET MODE (DEFAULT) ---
|
||||
if (!isOpen) {
|
||||
return createPortal(
|
||||
<button
|
||||
|
||||
Reference in New Issue
Block a user