Brochure Site Demo admin
This proves the admin surface reads from tenant config and entitlements instead of hardcoded company constants.
Temporary Operations Data
Clients
Projects
IntelliCapture
Operational Safety Layer
Next proposal
BRO-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 and clock-action-only location waypoint policy.
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 contractor 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.
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.