feat: comprehensive mobile optimization, role-based AI chatbot, and multi-role dashboard enhancements
- Rewrote AI chatbot context system with deep role-aware data injection for all 7 roles (Owner, Admin, Field Agent, Contractor, Subcontractor, Vendor, Customer) plus guest fallback - Added mobile-responsive bottom-sheet modals across all roles (ChangeOrderDrawer, InvoiceDetailModal, FinancialSummaryModal, VendorFinancialSummaryModal, FinancialDetailsModal) - Converted Owner Project List and Vendor Orders tables to mobile card views with touch-friendly layouts - Optimized Vendor Management and People Directory with mobile list/detail toggle and back navigation - Fixed Document Control mobile view: horizontally scrollable filter tabs, proper overflow chain for document visibility - Added responsive padding, text scaling, and flex-wrap across StatCard, TaskDetailsModal, OwnerSnapshot, OwnerProjectDetail, VendorDashboard, and DocumentManagement - Expanded mock data store with richer vendor invoices, orders, documents, and compliance records - Enhanced Owner Snapshot with financial KPI cards, urgent items panel, and Action Center modal - Built Contractor Dashboard with task management, financial summary, and performance metrics - Built Subcontractor Dashboard with clock-in tracking, task assignments, and invoice management - Enhanced Vendor Dashboard with earnings summary, active orders, compliance status, and performance rating - Added icon-only tab navigation on mobile for OwnerProjectDetail - Extended attribution signatures across all platform pages
This commit is contained in:
Satyam
+433
-363
@@ -14,355 +14,478 @@ const groq = new Groq({
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dangerouslyAllowBrowser: true // Allowed for client-side demo
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});
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// --- CONTEXT GENERATORS ---
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// --- CONTEXT GENERATOR (Deep, role-aware with cross-role visibility) ---
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const BASE_IDENTITY = `
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You are the AI Concierge for "LynkedUp Pro", the pinnacle of roofing excellence.
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Your mission is to assist employees with data-driven insights and guide customers through our services.
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const generateRoleContext = (user, store) => {
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const { meetings, properties, salesHistory, users, vendors, personnel, documents, projects, owners, orders, vendorInvoices } = store;
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const TODAY = '2026-02-18';
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const todayDate = new Date(TODAY);
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COMPANY INFO:
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- **Phone**: 866-259-6533
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- **Experience**: 20+ years of craftsmanship.
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- **Offer**: First 3 diagnostic exams are FREE.
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- **Discounts**: 15% off for Veterans & Seniors.
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const BASE = `You are the LynkedUp Pro AI Assistant — an intelligent operations concierge for a construction & roofing management platform.
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Company: LynkedUp Pro | Phone: 866-259-6533 | 20+ years experience | Free first 3 diagnostic exams | 15% off Veterans & Seniors.
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Today's Date: ${TODAY}. Tone: Professional, data-driven, concise. Use markdown formatting. Never fabricate data — only reference what's provided below.
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TONE: Professional, efficient, and data-aware.
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`;
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const getEmployeeContext = (user, meetings, properties, salesHistory, users) => {
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// --- ADMIN SPECIFIC CONTEXT ---
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if (!user) {
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// Guest / unauthenticated
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return BASE + `ROLE: EXPERT ROOFING CONSULTANT (Guest)
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KNOWLEDGE BASE:
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- Active Leak: Water saturates insulation/decking → mold in 24-48h. Urgency: map moisture path immediately.
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- Missing Shingles: Underlayment exposed to UV → destroyed in days. Risk: insurance may deny for "neglect".
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- Hail Dents: Fractured fiberglass mat → reduces roof life 3-5 years. Document now or insurance calls it "wear and tear".
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- Granule Loss: Asphalt baking in Texas sun → roof failure in 12-18 months.
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- Ice Dams: Heat loss from attic → assess intake vents, not just patch.
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- Sagging: Structural fatigue or long-term water intrusion → do NOT walk on area.
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STRATEGY: Validate observation → explain hidden consequence of waiting → offer zero-risk solution (free inspection).
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HOOK: "Insurance adjusters use specific criteria. We know exactly what they look for." | "We're in Plano — project manager can stop by in 30 minutes for free moisture check."
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Contact: 866-259-6533`;
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}
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// ──────────────── OWNER ────────────────
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if (user.role === 'OWNER') {
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const ownerProfile = (owners || []).find(o => o.id === user.id);
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const myProjects = projects.filter(p => p.ownerId === user.id);
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const activeProj = myProjects.filter(p => p.status === 'active');
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const completedProj = myProjects.filter(p => p.status === 'completed');
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const onHoldProj = myProjects.filter(p => p.status === 'on_hold');
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const delayedProj = myProjects.filter(p => p.status === 'delayed');
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const totalBudget = myProjects.reduce((s, p) => s + (p.budget || 0), 0);
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const totalSpent = myProjects.reduce((s, p) => s + (p.spent || 0), 0);
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const pendingInvoices = myProjects.reduce((s, p) => s + (p.invoices || []).filter(i => i.status === 'pending').reduce((is, i) => is + i.amount, 0), 0);
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// Vendor compliance overview (owners see all vendors)
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const activeVendors = vendors.filter(v => v.status === 'active');
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const nonCompliant = vendors.filter(v => v.status !== 'active');
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const vendorSummary = vendors.slice(0, 6).map(v => {
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const coiStatus = v.compliance?.coi?.status || 'unknown';
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const w9Status = v.compliance?.w9?.status || 'unknown';
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return ` - ${v.vendorName}: COI=${coiStatus}, W9=${w9Status}, Rating=${v.performance?.rating || 'N/A'}/5, Spend=$${(v.spend?.totalSpend || 0).toLocaleString()}`;
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}).join('\n');
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// Documents overview
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const pendingDocs = documents.filter(d => d.status === 'pending_review').length;
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const expiredDocs = documents.filter(d => d.status === 'expired').length;
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const expiringSoon = documents.filter(d => {
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if (!d.expirationDate || d.status === 'expired') return false;
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const diff = (new Date(d.expirationDate) - todayDate) / (1000 * 60 * 60 * 24);
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return diff > 0 && diff <= 30;
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}).length;
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// Personnel overview
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const activeStaff = personnel.filter(p => p.status === 'active').length;
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const totalStaff = personnel.length;
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// Project details
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const projDetails = myProjects.map(p => {
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const variance = p.budget > 0 ? Math.round(((p.spent - p.budget) / p.budget) * 100) : 0;
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const nextMs = (p.milestones || []).find(m => m.status !== 'completed');
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return ` - ${p.address} (${p.projectType}): ${p.status.toUpperCase()}, ${p.completionPercentage || 0}% done, Budget $${p.budget.toLocaleString()}, Spent $${p.spent.toLocaleString()} (${variance > 0 ? '+' : ''}${variance}%), Next: ${nextMs ? `${nextMs.name} by ${nextMs.dueDate}` : 'N/A'}`;
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}).join('\n');
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// Upcoming milestones across all owner projects
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const upcomingMs = myProjects.flatMap(p => (p.milestones || []).filter(m => {
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const diff = (new Date(m.dueDate) - todayDate) / (1000 * 60 * 60 * 24);
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return diff >= -3 && diff <= 30 && m.status !== 'completed';
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}).map(m => ({ ...m, address: p.address }))).sort((a, b) => new Date(a.dueDate) - new Date(b.dueDate));
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const msText = upcomingMs.slice(0, 8).map(m => ` - ${m.name} @ ${m.address} — due ${m.dueDate} (${m.status})`).join('\n');
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const dashSummary = ownerProfile?.dashboardSummary;
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const riskScore = dashSummary?.riskScore ?? ownerProfile?.riskScore ?? 'N/A';
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const roiProjection = dashSummary?.roiProjection ?? 'N/A';
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return BASE + `ROLE: OWNER — ${user.name} (${ownerProfile?.companyName || user.companyName || 'N/A'})
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EXECUTIVE SUMMARY:
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- Total Projects: ${myProjects.length} (Active: ${activeProj.length}, Completed: ${completedProj.length}, On Hold: ${onHoldProj.length}, Delayed: ${delayedProj.length})
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- Total Budget: $${totalBudget.toLocaleString()} | Total Spent: $${totalSpent.toLocaleString()} | Remaining: $${(totalBudget - totalSpent).toLocaleString()}
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- Pending Invoice Payouts: $${pendingInvoices.toLocaleString()}
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- Risk Score: ${riskScore}/100 (lower is better) | ROI Projection: ${roiProjection}%
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- Active Staff: ${activeStaff}/${totalStaff}
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MY PROJECTS:
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${projDetails || ' None.'}
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UPCOMING MILESTONES (Next 30 Days):
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${msText || ' None due.'}
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VENDOR COMPLIANCE (Cross-Role: Owner sees ALL vendors):
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- Active: ${activeVendors.length} | Non-Compliant: ${nonCompliant.length}
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${vendorSummary}
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DOCUMENT STATUS:
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- Pending Review: ${pendingDocs} | Expired: ${expiredDocs} | Expiring Soon (30d): ${expiringSoon}
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INSTRUCTIONS:
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- You are the Business Intelligence Architect for this owner.
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- Answer questions about projects, budgets, vendor compliance, documents, personnel, and strategic risks.
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- When asked "which vendor is non-compliant?", list them by name with specific issues (COI/W9 status).
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- When asked about a specific project, provide detailed breakdown from the data above.
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- PRIORITIZE RISK ALERTS when compliance issues or over-budget projects exist.`;
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}
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// ──────────────── ADMIN ────────────────
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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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// Last contact > 24h ago logic
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const hotLeadCount = properties.filter(p => p.canvassingStatus === 'Hot Lead' && (!p.lastContactDate || new Date(p.lastContactDate) < new Date(Date.now() - 86400000))).length;
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const rescheduleCount = meetings.filter(m => m.status === 'Cancelled' || m.status === 'Missed').length;
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const signatureCount = properties.filter(p => p.pendingSignature).length;
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const totalUrgent = unassignedCount + hotLeadCount + rescheduleCount + signatureCount;
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// Urgent action center
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const unassigned = properties.filter(p => !p.assignedAgentId && p.canvassingStatus === 'Lead').length;
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const hotLeadCount = properties.filter(p => p.canvassingStatus === 'Hot Lead').length;
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const rescheduleNeeded = meetings.filter(m => m.status === 'Cancelled' || m.status === 'Missed').length;
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const pendingSigs = properties.filter(p => p.pendingSignature).length;
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// --- LEADERBOARD SNAPSHOT (Current Month) ---
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const startOfMonth = new Date(new Date().getFullYear(), new Date().getMonth(), 1);
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// Aggregate Sales by Agent
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// Leaderboard
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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 (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 leaderboard = Object.entries(agentStats).map(([id, stats]) => {
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const agent = users.find(u => u.id === id);
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return { name: agent?.name || id, ...stats };
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}).sort((a, b) => b.revenue - a.revenue).slice(0, 5);
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const lbText = leaderboard.map((s, i) => ` ${i + 1}. ${s.name} — $${s.revenue.toLocaleString()} (${s.volume} deals)`).join('\n');
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// Convert to Array & Sort
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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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// Pipeline
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const totalProps = properties.length;
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const statusBreakdown = {};
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properties.forEach(p => { statusBreakdown[p.canvassingStatus] = (statusBreakdown[p.canvassingStatus] || 0) + 1; });
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const pipelineText = Object.entries(statusBreakdown).map(([k, v]) => ` - ${k}: ${v}`).join('\n');
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const leaderboardText = sortedStats.map((s, i) => `${i + 1}. ${s.name} - $${s.revenue.toLocaleString()}`).join('\n');
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// Meetings today
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const todayMeetings = meetings.filter(m => m.date === TODAY);
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return `
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ROLE: ADMIN (${user.name})
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// All projects overview (admin sees everything)
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const allActive = projects.filter(p => p.status === 'active').length;
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const allBudget = projects.reduce((s, p) => s + (p.budget || 0), 0);
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const allSpent = projects.reduce((s, p) => s + (p.spent || 0), 0);
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*** URGENT ACTION CENTER SUMMARY (${totalUrgent} Items) ***
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1. UNASSIGNED LEADS: ${unassignedCount}
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- Action: Assign agents to these leads immediately.
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2. HOT LEADS (Inactive > 24h): ${hotLeadCount}
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- Action: These high-value leads need a follow-up call.
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3. RESCHEDULE NEEDED: ${rescheduleCount}
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- Action: Re-book these cancelled/missed appointments.
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4. PENDING SIGNATURES: ${signatureCount}
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- Action: Send reminders to close these deals.
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// Vendor summary (admin sees all)
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const nonCompliant = vendors.filter(v => v.status !== 'active');
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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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// Personnel
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const activeStaff = personnel.filter(p => p.status === 'active');
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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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// Documents
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const pendingDocs = documents.filter(d => d.status === 'pending_review').length;
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// --- FIELD AGENT CONTEXT (Existing Logic) ---
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// 1. Agenda (Today + Upcoming)
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const today = new Date().toISOString().split('T')[0];
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const myMeetings = meetings
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.filter(m => m.agentId === user.id)
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.sort((a, b) => new Date(a.date) - new Date(b.date));
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return BASE + `ROLE: ADMIN — ${user.name}
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// Simple segment: Today vs Upcoming
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const agendaText = myMeetings.map(m => {
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const isToday = m.date === today;
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return `- [${m.date} @ ${m.time}] ${m.status.toUpperCase()} with ${m.customerName} (${m.propertyId})${isToday ? ' **(TODAY)**' : ''}
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Issue: "${m.issueDescription || 'N/A'}"
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Comments: "${m.customerComments || 'None'}"
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Outcome: ${m.outcome || 'Pending'}`;
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}).join('\n');
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URGENT ACTION CENTER:
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- Unassigned Leads: ${unassigned}
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- Hot Leads Needing Follow-Up: ${hotLeadCount}
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- Reschedule Needed (Cancelled/Missed): ${rescheduleNeeded}
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- Pending Signatures: ${pendingSigs}
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- Documents Pending Review: ${pendingDocs}
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// 2. Hot Leads (Top 5)
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const hotLeads = properties
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.filter(p => p.canvassingStatus === 'Hot Lead')
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.slice(0, 5)
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.map(p => `- ${p.propertyData.propertyAddress} (Value: $${p.propertyData.currentEstimatedMarketValue.toLocaleString()})`)
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.join('\n');
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SALES PIPELINE (${totalProps} properties):
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${pipelineText}
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// 3. Golden Leads (Older + High Value)
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const goldenLeads = properties
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.filter(p => p.propertyData.yearBuilt < 2000 && p.propertyData.currentEstimatedMarketValue > 400000)
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.slice(0, 3)
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.map(p => `- ${p.propertyData.propertyAddress} (Built: ${p.propertyData.yearBuilt})`)
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.join('\n');
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LEADERBOARD (All-Time Closed Won):
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${lbText || ' No data.'}
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// 4. Pending Signatures
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const pendingSigs = properties
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.filter(p => p.propertyData.pendingSignature)
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.map(p => `- ${p.propertyData.propertyAddress} (Owner: ${p.ownerData.fullName})`)
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.join('\n');
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TODAY'S MEETINGS (${todayMeetings.length}):
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${todayMeetings.slice(0, 5).map(m => ` - ${m.time} with ${m.customerName} (${m.status})`).join('\n') || ' None scheduled.'}
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// 5. Revenue & Performance Snapshot
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const myCompleted = meetings.filter(m => m.agentId === user.id && (m.status === 'Converted' || m.status === 'Completed'));
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const myWins = meetings.filter(m => m.agentId === user.id && m.status === 'Converted');
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const totalRevenue = myWins.reduce((sum, m) => sum + (m.dealValue || 0), 0);
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const winRate = myCompleted.length > 0 ? Math.round((myWins.length / myCompleted.length) * 100) : 0;
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PROJECTS OVERVIEW (Cross-Role: Admin sees ALL):
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- Active: ${allActive}/${projects.length} | Total Budget: $${allBudget.toLocaleString()} | Spent: $${allSpent.toLocaleString()}
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// 6. Neighborhood Intelligence
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const avgValue = Math.round(properties.reduce((sum, p) => sum + p.propertyData.currentEstimatedMarketValue, 0) / properties.length);
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const commonRoof = "Architectural Shingle"; // Hardcoded for demo, or could calculate mode
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VENDOR COMPLIANCE:
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- Total Vendors: ${vendors.length} | Non-Compliant: ${nonCompliant.length}
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${nonCompliant.map(v => ` - ${v.vendorName}: Status=${v.status}`).join('\n') || ' All compliant.'}
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return `
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ROLE: FIELD AGENT / ADMIN (${user.name})
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YOUR DATA ACCESS:
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1. AGENDA:
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${agendaText || "No meetings found."}
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2. HOT LEADS (Priority):
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${hotLeads || "None."}
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3. GOLDEN LEADS (High Value / Old):
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${goldenLeads || "None."}
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4. PENDING SIGNATURES (Follow Up Needed):
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${pendingSigs || "None."}
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5. MY PERFORMANCE:
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- Total Revenue (YTD): $${totalRevenue.toLocaleString()}
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- Win Rate: ${winRate}% (${myWins.length} wins / ${myCompleted.length} completed)
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6. TERRITORY INSIGHTS:
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- Avg Home Value: $${avgValue.toLocaleString()}
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- Most Common Roof: ${commonRoof}
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STAFF: ${activeStaff.length} active / ${personnel.length} total
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INSTRUCTIONS:
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- If asked about "agenda", "schedule", or "next appointment", summarize the meetings.
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- If asked about "leads", suggest the designated Hot or Golden leads.
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- If asked about "performance" or "stats", share your win rate and revenue.
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- If asked about "neighborhood" or "territory", share the average value and roof types.
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`;
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};
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const getCustomerContext = (user, meetings, properties) => {
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// 1. My Property
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// In mock data, customers are linked via 'propertyId' or name matching.
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const myProperty = properties.find(p => p.propertyData.propertyId === user.propertyId)
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|| properties.find(p => p.ownerData.fullName === user.name);
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let propDetails = "Property details not found.";
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let preventiveTips = "Standard seasonal maintenance recommended.";
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let warrantyStatus = "Standard Manufacturer Warranty (Expired)";
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if (myProperty) {
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propDetails = `
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- Address: ${myProperty.propertyData.propertyAddress}
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- Roof Type: ${myProperty.propertyData.roofMaterial}
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- Roof Condition: ${myProperty.propertyData.roofCondition}
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- Storm Risk Score: ${myProperty.propertyData.neighborhoodRating}/10
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- Est. Value: $${myProperty.propertyData.currentEstimatedMarketValue.toLocaleString()}
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- Last Inspection: ${myProperty.propertyData.lastInspectionDate || 'Unknown'}
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`;
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// Dynamic Tips
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if (myProperty.propertyData.roofCondition === 'Needs Repair') {
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preventiveTips = "URGENT: Schedule an inspection immediately to prevent water damage.";
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} else if (myProperty.propertyData.treeCoverage > 50) {
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preventiveTips = "Consider trimming overhanging branches to protect shingles.";
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}
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// Mock Warranty Logic
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const yearBuilt = myProperty.propertyData.yearBuilt;
|
||||
if (yearBuilt > 2015) warrantyStatus = "Active Workmanship Warranty (Valid until 2030)";
|
||||
- You manage the entire operation. Answer questions about pipeline, agents, revenue, meetings, and compliance.
|
||||
- When asked "who's the top performer?", use the leaderboard data.
|
||||
- When asked about a specific agent, cross-reference meetings + salesHistory.
|
||||
- You can also answer questions about projects, vendors, and documents (full cross-role access).`;
|
||||
}
|
||||
|
||||
// 2. History & Upcoming
|
||||
const myHistory = meetings
|
||||
.filter(m => m.customerId === user.id || m.customerName === user.name)
|
||||
.sort((a, b) => new Date(b.date) - new Date(a.date)); // Newest first
|
||||
// ──────────────── FIELD AGENT ────────────────
|
||||
if (user.role === 'FIELD_AGENT') {
|
||||
const myMeetings = meetings.filter(m => m.agentId === user.id).sort((a, b) => new Date(a.date) - new Date(b.date));
|
||||
const todayMeetings = myMeetings.filter(m => m.date === TODAY);
|
||||
const upcomingMeetings = myMeetings.filter(m => new Date(m.date) >= todayDate);
|
||||
|
||||
const historyText = myHistory.map(m => {
|
||||
const isFuture = new Date(m.date) > new Date();
|
||||
return `- [${m.date}] ${isFuture ? 'UPCOMING' : 'COMPLETED'} (${m.status})
|
||||
Agent: ${m.agentName || 'Assigned Rep'}
|
||||
Note: ${m.notes}
|
||||
${m.dealValue ? `Cost: $${m.dealValue}` : ''}`;
|
||||
}).join('\n');
|
||||
const agendaText = upcomingMeetings.slice(0, 8).map(m => {
|
||||
const isToday = m.date === TODAY;
|
||||
return ` - [${m.date} @ ${m.time}] ${m.status} with ${m.customerName}${isToday ? ' **(TODAY)**' : ''} — ${m.issueDescription || 'General'}`;
|
||||
}).join('\n');
|
||||
|
||||
// 3. Total Spend
|
||||
const totalSpend = myHistory.reduce((sum, m) => sum + (m.dealValue || 0), 0);
|
||||
const hotLeads = properties.filter(p => p.canvassingStatus === 'Hot Lead').slice(0, 5)
|
||||
.map(p => ` - ${p.propertyData?.propertyAddress || p.address || 'N/A'} (Value: $${(p.propertyData?.currentEstimatedMarketValue || 0).toLocaleString()})`).join('\n');
|
||||
|
||||
return `
|
||||
ROLE: HOMEOWNER / CUSTOMER (${user.name})
|
||||
const goldenLeads = properties.filter(p => p.propertyData?.yearBuilt < 2000 && p.propertyData?.currentEstimatedMarketValue > 400000).slice(0, 3)
|
||||
.map(p => ` - ${p.propertyData.propertyAddress} (Built: ${p.propertyData.yearBuilt})`).join('\n');
|
||||
|
||||
YOUR DATA:
|
||||
1. PROPERTY PROFILE:
|
||||
const pendingSigs = properties.filter(p => p.pendingSignature || p.propertyData?.pendingSignature)
|
||||
.map(p => ` - ${p.propertyData?.propertyAddress || 'N/A'} (Owner: ${p.ownerData?.fullName || 'N/A'})`).join('\n');
|
||||
|
||||
const myWins = meetings.filter(m => m.agentId === user.id && m.status === 'Converted');
|
||||
const myCompleted = meetings.filter(m => m.agentId === user.id && (m.status === 'Converted' || m.status === 'Completed'));
|
||||
const totalRevenue = myWins.reduce((s, m) => s + (m.dealValue || 0), 0);
|
||||
const winRate = myCompleted.length > 0 ? Math.round((myWins.length / myCompleted.length) * 100) : 0;
|
||||
|
||||
return BASE + `ROLE: FIELD AGENT — ${user.name}
|
||||
|
||||
MY AGENDA (${todayMeetings.length} today, ${upcomingMeetings.length} upcoming):
|
||||
${agendaText || ' No upcoming meetings.'}
|
||||
|
||||
HOT LEADS (Priority):
|
||||
${hotLeads || ' None.'}
|
||||
|
||||
GOLDEN LEADS (High Value / Older Homes):
|
||||
${goldenLeads || ' None.'}
|
||||
|
||||
PENDING SIGNATURES:
|
||||
${pendingSigs || ' None.'}
|
||||
|
||||
MY PERFORMANCE:
|
||||
- Revenue (YTD): $${totalRevenue.toLocaleString()}
|
||||
- Win Rate: ${winRate}% (${myWins.length} wins / ${myCompleted.length} completed)
|
||||
|
||||
TERRITORY: ${properties.length} properties tracked in DFW.
|
||||
|
||||
INSTRUCTIONS:
|
||||
- Help with agenda, leads, performance stats, and territory insights.
|
||||
- When asked "what's next?", show the next upcoming meeting.
|
||||
- When asked about leads, suggest Hot or Golden leads.
|
||||
- Be efficient and action-oriented.`;
|
||||
}
|
||||
|
||||
// ──────────────── CONTRACTOR ────────────────
|
||||
if (user.role === 'CONTRACTOR') {
|
||||
const myProjects = projects.filter(p => p.contractorId === user.id || p.contractorId === 'con_001');
|
||||
const activeProj = myProjects.filter(p => p.status === 'active');
|
||||
const totalBudget = myProjects.reduce((s, p) => s + (p.budget || 0), 0);
|
||||
const totalSpent = myProjects.reduce((s, p) => s + (p.spent || 0), 0);
|
||||
const pendingInvoices = myProjects.reduce((s, p) => s + (p.invoices || []).filter(i => i.status === 'pending').reduce((is, i) => is + i.amount, 0), 0);
|
||||
|
||||
const projDetails = myProjects.map(p => {
|
||||
const nextMs = (p.milestones || []).find(m => m.status !== 'completed');
|
||||
return ` - ${p.address} (${p.projectType}): ${p.status.toUpperCase()}, ${p.completionPercentage || 0}% done, Budget $${p.budget.toLocaleString()}, Spent $${p.spent.toLocaleString()}, Next: ${nextMs ? `${nextMs.name} by ${nextMs.dueDate}` : 'All complete'}`;
|
||||
}).join('\n');
|
||||
|
||||
// Upcoming milestones
|
||||
const upcomingMs = myProjects.flatMap(p => (p.milestones || []).filter(m => {
|
||||
const diff = (new Date(m.dueDate) - todayDate) / (1000 * 60 * 60 * 24);
|
||||
return diff >= -3 && diff <= 14 && m.status !== 'completed';
|
||||
}).map(m => ({ ...m, address: p.address }))).sort((a, b) => new Date(a.dueDate) - new Date(b.dueDate));
|
||||
|
||||
const msText = upcomingMs.map(m => ` - ${m.name} @ ${m.address} — due ${m.dueDate} (${m.status})`).join('\n');
|
||||
|
||||
// My documents / compliance
|
||||
const myDocs = documents.filter(d => d.entityId === user.id || d.entityId === 'con_001');
|
||||
const expiredDocs = myDocs.filter(d => d.status === 'expired');
|
||||
|
||||
// Cross-role: Contractor sees subcontractors on their projects
|
||||
const subIds = [...new Set(myProjects.flatMap(p => p.subcontractorIds || []))];
|
||||
const subUsers = users.filter(u => subIds.includes(u.id));
|
||||
|
||||
// Cross-role: Contractor sees vendors delivering to their projects
|
||||
const vendorNames = [...new Set(myProjects.flatMap(p => (p.milestones || []).filter(m => m.vendorId).map(m => {
|
||||
const v = vendors.find(vv => vv.id === m.vendorId);
|
||||
return v ? v.vendorName : m.vendorId;
|
||||
})))];
|
||||
|
||||
return BASE + `ROLE: CONTRACTOR — ${user.name}
|
||||
|
||||
MY PROJECTS (${myProjects.length} total, ${activeProj.length} active):
|
||||
${projDetails || ' None assigned.'}
|
||||
|
||||
CRITICAL TASKS (Next 14 Days):
|
||||
${msText || ' No critical tasks due.'}
|
||||
|
||||
FINANCIALS:
|
||||
- Total Budget: $${totalBudget.toLocaleString()} | Spent: $${totalSpent.toLocaleString()}
|
||||
- Pending Invoice Payouts: $${pendingInvoices.toLocaleString()}
|
||||
|
||||
COMPLIANCE:
|
||||
${expiredDocs.length > 0 ? `- WARNING: ${expiredDocs.length} expired documents need renewal: ${expiredDocs.map(d => d.name).join(', ')}` : '- All documents current.'}
|
||||
|
||||
CROSS-ROLE VISIBILITY:
|
||||
- My Subcontractors: ${subUsers.map(s => s.name).join(', ') || 'None assigned'}
|
||||
- Vendors on My Projects: ${vendorNames.join(', ') || 'None'}
|
||||
|
||||
INSTRUCTIONS:
|
||||
- Help track project progress, deadlines, invoices, and crew coordination.
|
||||
- Only discuss THIS contractor's projects — never reveal other contractors' data.
|
||||
- When asked about a subcontractor, reference their tasks on shared projects.`;
|
||||
}
|
||||
|
||||
// ──────────────── SUBCONTRACTOR ────────────────
|
||||
if (user.role === 'SUBCONTRACTOR') {
|
||||
const myId = user.id || 'sub_001';
|
||||
const myProjects = projects.filter(p => (p.subcontractorIds || []).includes(myId));
|
||||
|
||||
// Only milestones assigned to this sub
|
||||
const myTasks = myProjects.flatMap(p => (p.milestones || []).filter(m => m.assignedTo === myId).map(m => ({ ...m, address: p.address, projectId: p.id })));
|
||||
const activeTasks = myTasks.filter(t => t.status === 'in_progress');
|
||||
const pendingTasks = myTasks.filter(t => t.status === 'pending');
|
||||
const completedTasks = myTasks.filter(t => t.status === 'completed');
|
||||
|
||||
const taskDetails = myTasks.filter(t => t.status !== 'completed').map(t => ` - ${t.name} @ ${t.address} — ${t.status} (due ${t.dueDate})`).join('\n');
|
||||
|
||||
// Pending payouts (from invoices on projects I'm on)
|
||||
const pendingPay = myProjects.reduce((s, p) => s + (p.invoices || []).filter(i => i.status === 'pending' && (i.payeeTo === myId || i.payeeTo === 'sub_001')).reduce((is, i) => is + i.amount, 0), 0);
|
||||
|
||||
// My compliance docs
|
||||
const myDocs = documents.filter(d => d.entityId === myId);
|
||||
const expiredDocs = myDocs.filter(d => d.status === 'expired');
|
||||
|
||||
// Cross-role: Sub sees the contractor managing their projects
|
||||
const contractorIds = [...new Set(myProjects.map(p => p.contractorId))];
|
||||
const contractorUsers = users.filter(u => contractorIds.includes(u.id));
|
||||
|
||||
return BASE + `ROLE: SUBCONTRACTOR — ${user.name}
|
||||
|
||||
MY TASKS (${activeTasks.length} active, ${pendingTasks.length} pending, ${completedTasks.length} completed):
|
||||
${taskDetails || ' No open tasks.'}
|
||||
|
||||
ASSIGNED PROJECTS: ${myProjects.map(p => `${p.address} (${p.status})`).join(', ') || 'None'}
|
||||
|
||||
FINANCIALS:
|
||||
- Pending Payouts: $${pendingPay.toLocaleString()}
|
||||
|
||||
COMPLIANCE:
|
||||
${expiredDocs.length > 0 ? `- WARNING: ${expiredDocs.length} expired docs: ${expiredDocs.map(d => d.name).join(', ')}` : '- All documents current.'}
|
||||
|
||||
CROSS-ROLE VISIBILITY:
|
||||
- My General Contractor: ${contractorUsers.map(c => c.name).join(', ') || 'N/A'}
|
||||
|
||||
INSTRUCTIONS:
|
||||
- Help track task progress, deadlines, and payouts.
|
||||
- Only show THIS subcontractor's tasks — never reveal other subs' data or full project budgets.
|
||||
- When asked "what's next?", show the nearest pending/in-progress task by due date.`;
|
||||
}
|
||||
|
||||
// ──────────────── VENDOR ────────────────
|
||||
if (user.role === 'VENDOR') {
|
||||
// Map user to vendor record
|
||||
const vendorMap = { 'ven_001': 'v3', 'ven_002': 'v1' };
|
||||
const vendorId = vendorMap[user.id] || 'v1';
|
||||
const myVendor = vendors.find(v => v.id === vendorId) || vendors[0];
|
||||
|
||||
const coiStatus = myVendor.compliance?.coi?.status || 'unknown';
|
||||
const coiExpiry = myVendor.compliance?.coi?.expirationDate || 'N/A';
|
||||
const w9Status = myVendor.compliance?.w9?.status || 'unknown';
|
||||
const rating = myVendor.performance?.rating || 'N/A';
|
||||
const onTime = myVendor.performance?.onTimeDelivery || 'N/A';
|
||||
const defectRate = myVendor.performance?.defectRate || 'N/A';
|
||||
|
||||
// Orders for this vendor
|
||||
const myOrders = (orders || []).filter(o => o.vendorId === vendorId);
|
||||
const activeOrders = myOrders.filter(o => o.status === 'shipped' || o.status === 'processing');
|
||||
const orderText = myOrders.slice(0, 5).map(o => ` - PO#${o.id}: ${o.items?.map(i => i.name).join(', ') || 'Items'} — ${o.status.toUpperCase()}, $${(o.total || 0).toLocaleString()}, ETA: ${o.estimatedDelivery || 'N/A'}`).join('\n');
|
||||
|
||||
// Invoices for this vendor
|
||||
const myInvoices = (vendorInvoices || []).filter(i => i.vendorId === vendorId);
|
||||
const pendingInv = myInvoices.filter(i => i.status === 'pending');
|
||||
const totalPending = pendingInv.reduce((s, i) => s + (i.amount || 0), 0);
|
||||
const invText = myInvoices.slice(0, 5).map(i => ` - INV#${i.id}: $${(i.amount || 0).toLocaleString()} — ${i.status.toUpperCase()} (${i.dueDate || 'N/A'})`).join('\n');
|
||||
|
||||
// Spend
|
||||
const totalSpend = myVendor.spend?.totalSpend || 0;
|
||||
const ytdSpend = myVendor.spend?.ytdSpend || totalSpend;
|
||||
|
||||
return BASE + `ROLE: VENDOR — ${user.name} (${myVendor.vendorName})
|
||||
|
||||
COMPANY PROFILE:
|
||||
- Category: ${myVendor.category || 'N/A'} | Status: ${myVendor.status || 'N/A'}
|
||||
- Rating: ${rating}/5.0 | On-Time Delivery: ${onTime}% | Defect Rate: ${defectRate}%
|
||||
|
||||
COMPLIANCE:
|
||||
- COI: ${coiStatus} (expires ${coiExpiry})
|
||||
- W-9: ${w9Status}
|
||||
${coiStatus === 'expired' || w9Status === 'expired' ? '⚠️ WARNING: Expired documents — upload renewed versions to avoid order holds.' : ''}
|
||||
|
||||
ORDERS (${myOrders.length} total, ${activeOrders.length} active):
|
||||
${orderText || ' No orders.'}
|
||||
|
||||
INVOICES:
|
||||
- Pending: ${pendingInv.length} ($${totalPending.toLocaleString()})
|
||||
${invText || ' No invoices.'}
|
||||
|
||||
SPEND:
|
||||
- Total All-Time: $${totalSpend.toLocaleString()}
|
||||
- YTD: $${ytdSpend.toLocaleString()}
|
||||
|
||||
INSTRUCTIONS:
|
||||
- Help track orders, invoices, compliance status, and deliveries.
|
||||
- Only show THIS vendor's data — never reveal other vendors' info or full project financials.
|
||||
- When asked about compliance, explain exactly what needs renewal and urgency.
|
||||
- When asked "what orders are pending?", list active orders with ETAs.`;
|
||||
}
|
||||
|
||||
// ──────────────── CUSTOMER ────────────────
|
||||
if (user.role === 'CUSTOMER') {
|
||||
const myProperty = properties.find(p => p.propertyData?.propertyId === user.propertyId)
|
||||
|| properties.find(p => p.ownerData?.fullName === user.name);
|
||||
|
||||
let propDetails = ' Property details not found.';
|
||||
let tips = 'Standard seasonal maintenance recommended.';
|
||||
let warranty = 'Standard Manufacturer Warranty (check status with your rep)';
|
||||
|
||||
if (myProperty) {
|
||||
const pd = myProperty.propertyData;
|
||||
propDetails = ` - Address: ${pd.propertyAddress}
|
||||
- Roof Type: ${pd.roofMaterial} | Condition: ${pd.roofCondition}
|
||||
- Storm Risk: ${pd.neighborhoodRating}/10
|
||||
- Est. Value: $${pd.currentEstimatedMarketValue?.toLocaleString() || 'N/A'}
|
||||
- Last Inspection: ${pd.lastInspectionDate || 'Unknown'}`;
|
||||
|
||||
if (pd.roofCondition === 'Needs Repair') tips = 'URGENT: Schedule an inspection immediately to prevent water damage.';
|
||||
else if (pd.treeCoverage > 50) tips = 'Consider trimming overhanging branches to protect shingles.';
|
||||
|
||||
if (pd.yearBuilt > 2015) warranty = 'Active Workmanship Warranty (Valid until 2030)';
|
||||
}
|
||||
|
||||
const myMeetings = meetings.filter(m => m.customerId === user.id || m.customerName === user.name)
|
||||
.sort((a, b) => new Date(b.date) - new Date(a.date));
|
||||
const meetingText = myMeetings.slice(0, 5).map(m => {
|
||||
const isFuture = new Date(m.date) > todayDate;
|
||||
return ` - [${m.date}] ${isFuture ? 'UPCOMING' : 'COMPLETED'} (${m.status}) — ${m.notes || 'No notes'}`;
|
||||
}).join('\n');
|
||||
|
||||
const totalSpend = myMeetings.reduce((s, m) => s + (m.dealValue || 0), 0);
|
||||
|
||||
return BASE + `ROLE: HOMEOWNER — ${user.name}
|
||||
|
||||
MY PROPERTY:
|
||||
${propDetails}
|
||||
|
||||
2. SERVICE HISTORY:
|
||||
${historyText || "No records found."}
|
||||
SERVICE HISTORY:
|
||||
${meetingText || ' No records found.'}
|
||||
|
||||
3. FINANCIALS:
|
||||
- Total Spend to Date: $${totalSpend.toLocaleString()}
|
||||
- Warranty Status: ${warrantyStatus}
|
||||
FINANCIALS:
|
||||
- Total Spend: $${totalSpend.toLocaleString()}
|
||||
- Warranty: ${warranty}
|
||||
|
||||
4. PERSONALIZED ADVICE:
|
||||
- Tip: ${preventiveTips}
|
||||
ADVICE: ${tips}
|
||||
|
||||
INSTRUCTIONS:
|
||||
- Answer questions about "my roof", "my appointment", "warranty", or "spending".
|
||||
- Be polite and reassuring.
|
||||
`;
|
||||
};
|
||||
|
||||
const getGuestContext = () => {
|
||||
return `
|
||||
ROLE: EXPERT ROOFING CONSULTANT (20+ Years Experience)
|
||||
|
||||
YOUR KNOWLEDGE BASE (Use this to diagnose, reassure, but EDUCATE ON HIDDEN RISKS):
|
||||
|
||||
1. COMMON ISSUES & RISK FACTORS:
|
||||
- **Active Leak**: "A bucket stops the floor damage, but water is currently saturating your insulation and decking." -> URGENCY: "Mold begins to grow in wet insulation within 24-48 hours. We need to map the moisture path immediately."
|
||||
- **Missing Shingles**: "It looks minor, but your underlayment is now exposed to UV rays which destroy it in days." -> RISK: "Leaving this can lead to a denied insurance claim later for 'neglect'."
|
||||
- **Hail Dents**: "These look like small bruises, but they have fractured the fiberglass mat." -> INVISIBLE DAMAGE: "This reduces roof life by 3-5 years. If not documented now, insurance will call it 'wear and tear' later."
|
||||
- **Granule Loss**: "Your roof is shedding its sunscreen." -> REALITY: "The asphalt is now baking in the Texas sun. This is a leading indicator of roof failure within 12-18 months."
|
||||
|
||||
2. COMPLEX ISSUE TRIAGE:
|
||||
- **Ice Dams**: "Heat loss from your attic is melting snow." -> SOLUTION: "We need to assess your intake vents, not just patch the roof."
|
||||
- **Sagging**: "This indicates structural fatigue or long-term water intrusion." -> ACTION: "Do not walk on this area. Needs professional stabilization."
|
||||
|
||||
3. THE "WHY US" HOOK:
|
||||
- "Insurance adjusters use specific criteria to approve claims. We know exactly what they look for."
|
||||
- "A DIY patch often voids the manufacturer warranty. Our repairs are certified."
|
||||
- "We are in Plano right now—I can have a project manager stop by in 30 minutes to check the moisture levels for free."
|
||||
|
||||
INSTRUCTIONS:
|
||||
- **Tone**: Professional, Authoritative, "Doctor-like".
|
||||
- **Strategy**: Validate the user's observation -> Explain the *hidden* consequence of waiting -> Offer the *Zero-Risk* solution (Free Inspection).
|
||||
- **Contact**: "Call 866-259-6533. We can be there today."
|
||||
`;
|
||||
};
|
||||
|
||||
const getOwnerContext = (user, storeData) => {
|
||||
const { meetings, properties, salesHistory, vendors, personnel, documents, projects } = storeData;
|
||||
|
||||
// 1. Financial High-Level
|
||||
const totalRevenue = salesHistory.filter(s => s.status === 'closed_won').reduce((sum, s) => sum + s.amount, 0);
|
||||
const pendingPayouts = projects.reduce((sum, p) => sum + p.invoices.filter(i => i.status === 'pending').reduce((is, i) => is + i.amount, 0), 0);
|
||||
|
||||
// 2. Urgent Items
|
||||
const expiringDocs = documents.filter(d => {
|
||||
const exp = new Date(d.expirationDate);
|
||||
const now = new Date();
|
||||
const diffDays = Math.ceil((exp - now) / (1000 * 60 * 60 * 24));
|
||||
return diffDays > 0 && diffDays <= 30;
|
||||
}).length;
|
||||
|
||||
const pendingDocs = documents.filter(d => d.status === 'pending_review' || d.status === 'pending').length;
|
||||
const nonCompliantVendors = vendors.filter(v => v.status !== 'active').length;
|
||||
|
||||
// 3. Operational Snapshot
|
||||
const activeProjects = projects.filter(p => p.status === 'active').length;
|
||||
const activePersonnel = personnel.filter(p => p.status === 'active').length;
|
||||
|
||||
return `
|
||||
ROLE: OWNER (${user.name})
|
||||
|
||||
*** EXECUTIVE DASHBOARD SUMMARY ***
|
||||
|
||||
1. FINANCIAL HEALTH:
|
||||
- Total Revenue (YTD): $${totalRevenue.toLocaleString()}
|
||||
- Pending Invoice Payouts: $${pendingPayouts.toLocaleString()}
|
||||
|
||||
2. RISK & COMPLIANCE (Action Required):
|
||||
- Documents Pending Review: ${pendingDocs}
|
||||
- Documents Expiring Soon (30d): ${expiringDocs}
|
||||
- Non-Compliant Vendors: ${nonCompliantVendors}
|
||||
|
||||
3. OPERATIONS:
|
||||
- Active Projects: ${activeProjects}
|
||||
- Active Staff: ${activePersonnel}
|
||||
|
||||
INSTRUCTIONS:
|
||||
- You are the Business Intelligence Architect.
|
||||
- Answer questions about revenue, burn rate, compliance risks, and high-level strategy.
|
||||
- If asked about specific details (e.g., "Which vendor is non-compliant?"), you can query the valid filtered lists provided implicitly in your logic or advise checking the specific dashboard page.
|
||||
- PRIORITIZE RISK ALERTS: If compliance is low, warn the owner.
|
||||
`;
|
||||
};
|
||||
|
||||
const getContractorContext = (user, storeData) => {
|
||||
const { projects, documents } = storeData;
|
||||
|
||||
// 1. Filter Projects for THIS Contractor
|
||||
const myProjects = projects.filter(p => p.contractorId === user.id || p.subcontractorIds?.includes(user.id));
|
||||
|
||||
if (myProjects.length === 0) {
|
||||
return `
|
||||
ROLE: CONTRACTOR (${user.name})
|
||||
CONTEXT: You currently have no active projects assigned.
|
||||
INSTRUCTIONS: Assist with general onboarding or account management questions.
|
||||
`;
|
||||
- Be polite, reassuring, and helpful.
|
||||
- Offer to schedule a free inspection if concerns arise: 866-259-6533.`;
|
||||
}
|
||||
|
||||
// 2. Project Details
|
||||
const projectSummaries = myProjects.map(p => {
|
||||
const milestones = p.milestones.filter(m => m.assignedTo === user.id);
|
||||
const nextMilestone = milestones.find(m => m.status !== 'completed');
|
||||
return `- Project #${p.id} (${p.projectType}): Status ${p.status}
|
||||
Next Deadline: ${nextMilestone ? `${nextMilestone.name} by ${nextMilestone.dueDate}` : 'None'}
|
||||
Budget: $${p.budget.toLocaleString()}`;
|
||||
}).join('\n');
|
||||
|
||||
// 3. My Compliance
|
||||
const myDocs = documents.filter(d => d.entityId === user.id);
|
||||
const missingOrExpired = myDocs.filter(d => d.status === 'expired' || d.status === 'missing');
|
||||
|
||||
return `
|
||||
ROLE: CONTRACTOR (${user.name})
|
||||
|
||||
YOUR ASSIGNMENTS:
|
||||
${projectSummaries}
|
||||
|
||||
YOUR COMPLIANCE STATUS:
|
||||
${missingOrExpired.length > 0 ? `WARNING: You have ${missingOrExpired.length} documents needing attention.` : "All compliance documents are up to date."}
|
||||
|
||||
INSTRUCTIONS:
|
||||
- ONLY discuss projects listed above.
|
||||
- Do NOT reveal company-wide financial data or other contractors' projects.
|
||||
- Help the contractor track their deadlines and payments.
|
||||
`;
|
||||
// ──────────────── FALLBACK ────────────────
|
||||
return BASE + `ROLE: ${user.role} — ${user.name}
|
||||
You are logged in but your role context is being set up. I can help with general questions about LynkedUp Pro.`;
|
||||
};
|
||||
|
||||
// ... (getEmployeeContext and getCustomerContext remain, updated signatures to use storeData object for cleaner passing)
|
||||
|
||||
const Chatbot = (props) => {
|
||||
const { user, isAuthenticated } = useAuth();
|
||||
// Pull ALL data needed for context generation
|
||||
const storeData = useMockStore();
|
||||
// Destructure specifically for local usage if needed, but we pass the whole object to context functions
|
||||
const { addMeeting, meetings, properties, salesHistory, users, vendors, personnel, documents, projects } = storeData;
|
||||
const { addMeeting, meetings, properties, salesHistory, users, vendors, personnel, documents, projects, owners, orders, vendorInvoices } = storeData;
|
||||
|
||||
const [isOpen, setIsOpen] = useState(false);
|
||||
const [isMinimized, setIsMinimized] = useState(false);
|
||||
@@ -391,14 +514,20 @@ const Chatbot = (props) => {
|
||||
let greeting = 'Hello! Welcome to LynkedUp Pro. How can I help you with your roofing needs today?';
|
||||
if (user) {
|
||||
greeting = `Welcome back, ${user.name}! `;
|
||||
if (user.role === 'FIELD_AGENT' || user.role === 'ADMIN') {
|
||||
greeting += "I have your latest territory data and agenda ready. What do you need?";
|
||||
if (user.role === 'ADMIN') {
|
||||
greeting += "Operations HQ is live. Ask me about pipeline, agents, compliance, or revenue.";
|
||||
} else if (user.role === 'FIELD_AGENT') {
|
||||
greeting += "I have your territory data and agenda ready. What do you need?";
|
||||
} else if (user.role === 'CUSTOMER') {
|
||||
greeting += "I have your property records open. How can I assist?";
|
||||
} else if (user.role === 'OWNER') {
|
||||
greeting += "Executive Dashboard is live. Ask me about revenue, compliance, or operational risks.";
|
||||
} else if (user.role === 'CONTRACTOR' || user.role === 'SUBCONTRACTOR') {
|
||||
greeting += "I have your project assignments loaded. Need to check deadlines or invoices?";
|
||||
greeting += "Executive Dashboard is live. Ask me about projects, budgets, vendors, or compliance.";
|
||||
} else if (user.role === 'CONTRACTOR') {
|
||||
greeting += "Command Center loaded. Need project status, deadlines, or invoice info?";
|
||||
} else if (user.role === 'SUBCONTRACTOR') {
|
||||
greeting += "Your tasks are loaded. Ask about deadlines, payouts, or compliance.";
|
||||
} else if (user.role === 'VENDOR') {
|
||||
greeting += "Your orders and compliance data are ready. Ask about invoices, deliveries, or documents.";
|
||||
}
|
||||
}
|
||||
setMessages([{ role: 'assistant', content: greeting }]);
|
||||
@@ -431,69 +560,10 @@ const Chatbot = (props) => {
|
||||
|
||||
// --- REAL AI REQUEST ---
|
||||
|
||||
// --- NEW: Enhanced Context Builders for Phase 7 ---
|
||||
|
||||
const getOwnerContext = () => {
|
||||
// Summarize financials
|
||||
// Real app: Calculate from store data
|
||||
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).";
|
||||
};
|
||||
|
||||
const getContractorContext = () => {
|
||||
const myProjects = storeData.projects.filter(p => p.contractorId === 'con_001');
|
||||
const activeCount = myProjects.filter(p => p.status === 'active').length;
|
||||
return `Role: CONTRACTOR. Context: You are managing ${activeCount} active projects. Total budget volume: $${myProjects.reduce((s, p) => s + p.budget, 0).toLocaleString()}. Key deadline: 2604 Dunwick Dr (Roof Tear-off completed).`;
|
||||
};
|
||||
|
||||
const getVendorContext = () => {
|
||||
// Mock ID 'v3' for 'abc_supply' or 'v1' for generic
|
||||
const myId = user.id === 'ven_001' ? 'v3' : 'v1';
|
||||
const me = storeData.vendors.find(v => v.id === myId) || storeData.vendors[0];
|
||||
const pending = me.spend?.pendingInvoices || 0;
|
||||
return `Role: VENDOR. Context: You are ${me.vendorName}. Pending Invoices: $${pending.toLocaleString()}. Compliance Status: ${me.compliance.coi.status}. Performance Rating: ${me.performance.rating}/5.0.`;
|
||||
};
|
||||
|
||||
const getSubContractorContext = () => {
|
||||
// Mock ID 'sub_001'
|
||||
const myTasks = storeData.projects.flatMap(p => p.milestones.filter(m => m.assignedTo === 'sub_001'));
|
||||
const pendingPay = 6500; // Mock calculation from dashboard logic
|
||||
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.`;
|
||||
};
|
||||
|
||||
// --------------------------------------------------
|
||||
|
||||
const generateContext = () => {
|
||||
// Base context with general knowledge
|
||||
let context = `You are the LynkedUp Pro AI Assistant. Current User: ${user?.name} (${user?.role}).
|
||||
|
||||
System Capabilities:
|
||||
- We track 5,000+ properties in DFW.
|
||||
- We manage canvassing, inspections, and project execution.
|
||||
- We use 'Zinc' design system (Dark/Light mode).
|
||||
|
||||
Today's Date: 2026-02-16.
|
||||
`;
|
||||
|
||||
if (user?.role === 'OWNER') {
|
||||
context += getOwnerContext();
|
||||
} else if (user?.role === 'CONTRACTOR') {
|
||||
context += getContractorContext();
|
||||
} else if (user?.role === 'VENDOR') {
|
||||
context += getVendorContext();
|
||||
} else if (user?.role === 'SUBCONTRACTOR') {
|
||||
context += getSubContractorContext();
|
||||
} else if (user?.role === 'FIELD_AGENT') {
|
||||
context += `Role: FIELD_AGENT. Focus: Canvassing and Leads. Your Map View is active.`;
|
||||
}
|
||||
|
||||
// Add current page context if needed (e.g. if on a specific project page)
|
||||
// For now, we keep it high-level role based.
|
||||
|
||||
return context;
|
||||
};
|
||||
// --- Generate deep, role-aware context ---
|
||||
|
||||
// 1. Build Dynamic Context
|
||||
let systemContext = generateContext();
|
||||
let systemContext = generateRoleContext(user, storeData);
|
||||
|
||||
// 2. Call Groq
|
||||
const chatCompletion = await groq.chat.completions.create({
|
||||
|
||||
Reference in New Issue
Block a user