Owners Assistant admin
This proves the admin surface reads from tenant config and entitlements instead of hardcoded company constants.
Temporary Operations Data
Clients
Maya Chen
proposal reviewmaya.chen@example.com
Website planner · $75k-$110k · Review kitchen proposal
Robert Hayes
active projectrobert.hayes@example.com
Referral · $45k-$65k · Approve tile selection
Sofia Martinez
new leadsofia.martinez@example.com
AI concierge · $20k-$35k · Schedule site walk
Projects
Kitchen and dining remodel
Proposal reviewOpen kitchen plan, custom island, lighting updates, and dining room finish refresh.
$94,000 · Proposal approval · Today
Primary bath rebuild
Rough-in completeShower expansion, waterproofing, vanity replacement, and floor heat prep.
$58,000 · Tile selection approval · Yesterday
Covered patio intake
DiscoveryPotential covered patio, outdoor fan, lighting, and drainage review.
$28,000 · Site walk · 2 days ago
IntelliCapture
Primary bath RoomPlan draft
roomplan json
Project: Primary bath rebuild
Verify shower wall dimensions manually before pricing.
Patio photo reference
photo set
Project: Covered patio intake
Photo-only reference; no LiDAR dimensions yet.
Operational Safety Layer
Next proposal
OWN-PROP0001
Tenant-prefixed sequence preview without writing to Supabase.
Invite policy
Pending invite valid
Project access requires matching tenant and client scope.
document.shared
Sensitive event
Metadata token field: [redacted]
| Module | Status | Entitled | Reference pattern |
|---|---|---|---|
| AI Site Assistant | spine-ready | Yes | public site assistant and lead qualification |
| CRM Lead Capture | spine-ready | Yes | consultation dialog and lead intake |
| Job Applications | spine-ready | Yes | form intake and dashboard queue |
| Website Connection | spine-ready | Yes | brochure website links, embeds, and starter site path |
| Client Portal | extract-next | Yes | client portal routes and APIs |
| Admin Dashboard | extract-next | Yes | admin workspace routes and APIs |
| Data Migration Center | spine-ready | Yes | guided import review and validation |
| Email Connection | interface-defined | Yes | provider-hosted OAuth connection |
| Documents | interface-defined | Yes | document templates and proposal utilities |
| Payments | interface-defined | Yes | Stripe checkout and webhook contracts |
| Companion App | interface-defined | Yes | mobile admin bootstrap and field contracts |
| AI Planner | extract-after-tenant-security | Yes | agent routes and intake document analysis |
Extracted Framework
25 generic modules extracted, 1 temporary bridge active.
Document Policy
Client visibility, approval gates, and internal-section stripping.
Document Templates
Tenant-neutral premium minimal document sections and template catalog.
Document Numbering
Tenant-safe document sequence prefixes for proposals, invoices, contracts, and IntelliCapture references.
Contact Workflow
Lead/client classification, follow-up buckets, and recent activity summaries.
Measurements
Surface-area parsing and quantity helpers for planning and takeoff references.
IntelliCapture
LiDAR, RoomPlan, ARCore research, scan upload, draft area reference, and SketchUp-ready handoff rules.
Page Assistant Config
Generic assistant page metadata and safety copy.
Portal Access Policy
Tenant-scoped invite/session checks for client portal project access.
Audit Trail
Sensitive action audit event builder with metadata redaction and tenant context requirements.
Security Policy
Tenant-scope checks, sensitive data classification, launch gates, and liability-focused redaction.
Quote Request Drafts
Admin-reviewed vendor and subcontractor quote drafts with send approval gates.
Meeting Notes
Admin-only project recording metadata, validation, and provider-neutral transcription handoff.
Voice Lead Intakes
Pending voice-lead normalization, capture-quality scoring, and admin-promotion rules.
Pipeline Archive
Recent and stale pending estimate/proposal classification for operational cleanup.
Operations API
Tenant-scoped placeholder clients, projects, documents, actions, and media.
AI Guardrails
Approval-gated AI actions and forbidden data classes.
Fast Quotes
Admin-only quote calculations, frozen baselines, and accuracy scorecard rules.
Financial Operations
Project ledger, WIP, subcontractor-cost, and read-only banking-analysis constraints.
Crew Timekeeping
Labor-cost calculations, clock-action-only location waypoint policy, daily operations, and foreman attendance review contracts.
Message Translation
Provider-neutral admin-review translation requests without automatic client replies.
Document Body Parser
Tenant-neutral markdown-style document blocks for readable client documents.
Document Operations
Tenant-neutral template registry, brand settings, and external text sanitization contracts.
Intake Translation
Provider-neutral Spanish intake companion requests for admin review.
Recruiting Intake
Tenant-scoped service business job application drafts, sensitive-data warnings, and admin-review translation requests.
Admin Notifications
Provider-neutral in-app and push-notification draft contracts without live Firebase or Outlook sends.
Email OAuth Status
Outlook OAuth scopes, provider-hosted sign-in status, and no-password/no-API-key mailbox connection rules.
Business Text Messaging
Tenant-scoped SMS draft/status storage with provider compliance gates and human-approved send policy.
Project Priority
Reusable active, hot, cold, completed, and other project sorting rules.
Media Upload Policy
Phone-photo MIME variants, safe filenames, and project-photo validation limits.
Mobile Companion Bootstrap
Tenant-safe website and mobile app bootstrap payload for shared admin, links, embeds, and future native shells.