Satyam
be828b205d
- Added ActionCenterWidget, DetailDrawer, AgentSelectionModal - Implemented global ErrorBoundary and Chatbot resilience - Updated documentation (README, Structure, Status, Overview) - Refined responsive design and modal portals
100 lines
5.2 KiB
Markdown
100 lines
5.2 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 Concierge" (Upgrade)
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Our AI is now a full-fledged **Sales & Support Engine**:
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- **For Guests**: Acts as a "Seasoned Consultant" to triage emergencies (leaks) vs. sales (inspections). "Hook" logic converts casual visitors into leads.
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- **For Employees**: Answers complex queries like *“What is my win rate this month?”* or *“Show me the average home value in this zip code.”*
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- **For Admins**: Provides instant summaries of urgent actions (Unassigned Leads, Pending Signatures) and business health.
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- **For Customers**: Dynamic logic checks warranty status based on build year and offers personalized maintenance tips.
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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. **Admin Action Center**: A dedicated command center for managers to assign leads, approve schedules, and track urgent tasks.
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2. **Golden Leads Scatter Plot**: Visualizes high-value opportunities (High Value + Older Built Year).
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3. **Risk Index Gauge**: A real-time meter combining live wind speed data with the percentage of "Needs Repair" roofs.
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4. **Revenue Potential**: Bar charts showing which neighborhoods offer the highest ROI based on renovation needs.
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5. **Roof Health**: A visual breakdown of the entire territory's roof conditions (Good, Fair, Needs Repair).
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---
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## 🎨 KEY FEATURES (Latest Updates)
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### 1. "LynkedUp Pro" Branding & UX
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- **Glassmorphism UI**: A premium, dark-mode-first aesthetic with "Spotlight" cards that glow on hover.
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- **Smooth Animations**: Global page transitions (Fade/Slide) and silky-smooth collapsible sidebar.
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- **System-Wide Dark Mode**: Inverted map tiles and high-contrast text for comfortable night viewing.
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### 2. Admin Action Center (NEW)
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- **Unassigned Leads**: Instant visibility into new opportunities that need an owner.
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- **Hot Leads**: Track high-value prospects that haven't been contacted in >7 days.
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- **Smart Assignment**: "One-click" agent assignment with a searchable modal.
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- **Urgency Counters**: visual badges highlighting pending signatures and reschedule requests.
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### 3. Advanced Geospatial Mapping
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- **Interactive Polygons**: Color-coded property footprints (Red=Hot Lead, Blue=Customer).
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- **Reverse Geocoding**: Click anywhere on the map to create a new property record instantly using OpenStreetMap data.
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### 4. Role-Based Access Control (RBAC)
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- **Field Agents**: View assigned territories, update lead status, and request schedule changes.
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- **Admins**: Global view of all agents, approval workflows, and system settings.
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- **Customers**: (Coming Soon) Portal to view project status and request service.
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### 5. Enterprise-Grade Reliability (NEW)
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- **Resilient AI**: Chatbot restores user input on network failure, preventing frustration.
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- **Global Error Boundaries**: Catches unexpected crashes and offers a graceful "Reload" option.
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- **Visual Feedback**: Comprehensive toast notifications for all data actions (Success/Error states).
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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. **Password for ALL accounts is: `password`**
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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**: `FA001` (Frank Agent)
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- **Alternates**: `FA002`, `FA003`, `FA004`, `FA005`
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### 2. Administrator
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*The manager. Sees all agents, global stats, and the **Action Center**.*
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- **Username/ID**: `ADM01` (Adam Admin)
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- **Alternates**: `ADM02`, `ADM03`
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### 3. Customer (Homeowner)
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*The client. Limited view of their own property.*
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- **Username**: `alice`
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- **Alternates**: `bob`, `charlie`
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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-32b`) injected with dynamic system prompts.
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- **Visuals**: `react-leaflet` (Maps), `recharts` (Analytics), `lucide-react` (Icons).
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- **Reliability**: `sonner` (Toasts), Error Boundaries, Layout Portals.
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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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