# Plano Realty CRM - Field Service & Sales Platform **Plano Realty CRM** is a next-generation Geospatial CRM designed for roofing professionals in Plano, Texas. It specifically targets the coordination between field agents and customers, leveraging AI and real-time data to streamline the sales and inspection process. ## 🚀 Product Overview - **Purpose**: To replace outdated spreadsheet tracking with an interactive, map-based interface for managing roofing leads and inspections. - **Core Functionality**: - **Interactive Maps**: Visual territory management with property polygons. - **AI Concierge**: A chatbot (powered by Groq/Qwen) that schedules meetings and answers context-aware questions. - **Dashboard**: Real-time metrics, weather integration (OpenWeatherMap), and schedule management. - **Role-Based Access**: Distinct interfaces for **Field Agents**, **Admins**, and **Customers**. ## 🛠 Implementation Details The system is built as a **Single Page Application (SPA)** using: - **Frontend Framework**: React 18 + Vite - **Styling**: Tailwind CSS (Dark Mode Native) + Glassmorphism UI - **State Management**: React Context API (`AuthContext`, `MockStore`) - **AI Integration**: Groq SDK (running `qwen-2.5-32b`) for natural language processing. - **Maps**: Custom SVG/Canvas implementations for property visualization. - **Animations**: GSAP (GreenSock) for high-performance interactions. ## 📂 Project Structure ```text /src ├── assets/ # Static images and icons ├── components/ # Reusable UI components │ ├── Chatbot.jsx # AI Floating Widget │ ├── Layout.jsx # App Sidebar & Shell │ ├── SpotlightCard.jsx # Premium Card UI with Glow │ └── ... ├── config/ # Environment variables │ └── env.js # Centralized config loader ├── context/ # Global State │ ├── AuthContext.jsx # User Authentication Logic │ └── ThemeContext.jsx # Dark Mode Management ├── data/ # Data Layer │ └── mockStore.jsx # Mock Data Generator (Users, Meetings, Properties) ├── pages/ # Route Views │ ├── Dashboard.jsx # Agent KPI View │ ├── Landing.jsx # Public Sales Page │ ├── Login.jsx # Authentication Pge │ └── Maps.jsx # Territory Map View └── utils/ # Helpers └── logger.js # Structured Logging ``` ## ⚡ Running the Project 1. **Prerequisites**: Node.js (v18+) and `pnpm`. 2. **Installation**: ```bash pnpm install ``` 3. **Environment Setup**: - Create a `.env` file in the root. - Add keys: ```env VITE_GROQ_API_KEY=your_key_here VITE_OPENWEATHER_API_KEY=your_key_here ``` 4. **Start Dev Server**: ```bash pnpm run dev ``` Access the app at `http://localhost:5173`. ## 📝 File Responsibilities ### `src/data/mockStore.jsx` The heart of the application's data layer. Since there is no backend, this file generates realistic seed data. - **`generateProperties()`**: Creates ~60 property records with geospatial coordinates, ownership details, and styles (Commercial vs Residential). - **`generateMockMeetings()`**: Simulates agent schedules, ensuring a mix of past (completed) and future (scheduled) appointments. ### `src/components/Chatbot.jsx` Handles all AI interactions. - **Input**: User text + Current User Context + Meeting Schedule. - **Processing**: Sends prompt to Groq API with a custom system prompt ensuring "Americana" branding. - **Output**: Renders Markdown responses and handles structured `CALLBACK_REQUEST` JSON for scheduling. ### `src/context/AuthContext.jsx` Manages user sessions. - **`login(identifier, password, type)`**: Validates credentials against `MOCK_USERS`. - **`user` object**: Contains `role`, `name`, `id`, and permissions. ## 📚 Function Documentation ### `useMockStore: addMeeting(meeting)` Adds a new meeting to the global state. - **Inputs**: - `meeting` (Object): `{ agentId, customerName, time, date, propertyId, status }` - **Returns**: `void` - **Side Effect**: Updates the `meetings` array and triggers a re-render of the Dashboard and Chatbot context. ### `config.isDemoMode(key)` Checks if the system should run in simulated demo mode. - **Inputs**: `key` (String) - The API key from environment variables. - **Returns**: `Boolean` - `true` if key is missing or is the default placeholder. ## 🔌 APIs & Integrations | Service | Purpose | Key Variable | | :--- | :--- | :--- | | **Groq Cloud** | LLM Inference (Chatbot) | `VITE_GROQ_API_KEY` | | **OpenWeather** | Dashboard Weather Widget | `VITE_OPENWEATHER_API_KEY` | --- **Created by Antigravity for Plano Realty CRM**