Satyam
114 lines
5.0 KiB
Markdown
114 lines
5.0 KiB
Markdown
# Plano Realty CRM - Geospatial Field Service Platform
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> **The Next Generation of Roofing Sales & Territory Management**
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**Plano Realty CRM** is an advanced, data-driven platform designed to revolutionize how roofing professionals in Plano, Texas manage their territories, leads, and customer interactions. By combining geospatial intelligence, AI-driven insights, and intuitive workflows, we bridge the gap between field agents and office operations.
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---
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## 🏛️ PART 1: PRODUCT OVERVIEW
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### 🌟 Value Proposition
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In a competitive roofing market, speed and data are everything. Traditional spreadsheets and paper maps leave money on the table. **Plano Realty CRM** solves this by providing:
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- **Precision Targeting**: Identify "Golden Leads" (older homes with high value) instantly on a map.
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- **Operational Efficiency**: Automate scheduling and follow-ups with our AI Concierge.
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- **Real-Time Intelligence**: Know the storm risk and roof condition of every property before you knock.
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### 🤖 The "Plano AI Assistant" (Chatbot)
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Our AI is not just a support bot; it is a context-aware worker that understands your business data.
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#### For Field Agents (Workers)
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- **"Smart Querying"**: Ask *“Show me the properties built before 2000”* or *“Which homeowner wants to sell?”*.
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- **Lead Qualification**: The AI knows which leads are "Hot" and prompts you to prioritize them.
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- **Risk Analysis**: Ask *“What is the current storm risk?”* to get a breakdown of wind speeds vs. roof vulnerability.
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#### For Customers (Homeowners)
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- **Instant Diagnostics**: (Future) Schedule inspections without waiting on hold.
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- **Project Updates**: Check the status of their roof repair.
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#### For Guests (Website Visitors)
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- **Lead Capture**: The AI engages visitors, answers generic questions about roofing services, and encourages them to sign up or request a free estimate.
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### 📊 The Data Dashboard
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A 360-degree view of your territory's health.
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1. **Golden Leads Scatter Plot**: Visualizes high-value opportunities (High Value + Older Built Year).
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2. **Risk Index Gauge**: A real-time meter combining live wind speed data with the percentage of "Needs Repair" roofs.
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3. **Revenue Potential**: Bar charts showing which neighborhoods offer the highest ROI based on renovation needs.
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4. **Roof Health**: A visual breakdown of the entire territory's roof conditions (Good, Fair, Needs Repair).
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5. **Owner Intent Funnel**: Tracks the pipeline from "Willing to Sell" -> "Hot Leads".
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---
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## 👥 USER ROLES & DEMO ACCOUNTS
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To explore the platform, use these pre-configured accounts.
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### 1. Field Agent (Worker)
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*The primary user. Can view maps, access detailed property data, and manage leads.*
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- **Username/ID**: `EMP001`
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- **Password**: `password123`
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- **Role Capabilities**:
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- Access Dashboard & Widget Data.
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- View/Edit Lead Status (Hot, Cold, Customer).
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- Use Chatbot with full data context.
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### 2. Administrator
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*The manager. Sees all agents and global stats.*
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- **Username/ID**: `ADMIN01`
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- **Password**: `adminpass`
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- **Role Capabilities**:
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- All Agent capabilities + User Management (Mock).
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### 3. Customer (Homeowner)
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*The client. Limited view of their own property.*
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- **Username**: `john_doe`
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- **Password**: `customer123`
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- **Role Capabilities**:
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- View personal property details.
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- Request Service.
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---
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## 💻 PART 2: DEVELOPER GUIDE
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### 🛠 Tech Stack & Architecture
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- **Frontend**: React 18 (Vite), Tailwind CSS, Glassmorphism UI.
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- **State**: `MockStore` (Simulates Backend/DB), `AuthContext` (Session Management).
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- **AI Engine**: Groq SDK (`qwen-2.5-32b`) injected with dynamic system prompts.
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- **Visuals**: `react-leaflet` (Maps), `recharts` (Analytics), `lucide-react` (Icons).
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### 🧠 Deep Dive: How It Works
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#### 1. The "Mock Store" (Data Layer)
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Located in `src/data/mockStore.jsx`. It generates ~60 realistic property records using weighted randomization algorithms to create organic-looking data distributions (e.g., 10% bad roofs, random build years).
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- **Why?**: To provide a rich, testable dataset without needing a live backend database.
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#### 2. AI Context Injection
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Located in `src/components/Chatbot.jsx`.
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- When a user sends a message, we don't just send their text. We inject a **System Prompt** containing live dashboard metrics.
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- **Example Injection**:
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```text
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SYSTEM: You are a roofing assistant.
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CONTEXT:
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- 45 Total Properties
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- 12 Golden Leads (Top: 123 Maple Dr)
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- 8 Hot Leads needing canvassing
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```
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- This allows the AI to answer specific questions accurately.
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#### 3. Leaflet Customization
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Located in `src/pages/Maps.jsx`.
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- We use custom SVGs overlays on the map.
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- **Reverse Geocoding**: Clicking a blank spot calls the OpenStreetMap API to fetch the address, allowing agents to "create" new property records on the fly.
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### 🚀 Setup & Contribution
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1. **Clone**: `git clone <repo>`
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2. **Install**: `pnpm install`
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3. **Env**: Create `.env` with `VITE_GROQ_API_KEY` and `VITE_OPENWEATHER_API_KEY`.
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4. **Run**: `pnpm run dev`
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**Maintained by Satyam Rastogi**
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