Improve Windows automation reliability and guidance

.env.example

@@ -0,0 +1,3 @@
+# Copy this file to server/.env (or export the variables) before running the Node service.
+OPENAI_API_KEY=replace-with-your-openai-api-key
+PORT=5001

.gitignore

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+node_modules/
+client/node_modules/
+server/node_modules/
+dist/
+client/dist/
+server/dist/
+.env
+server/.env
+.DS_Store

README.md

@@ -1 +1,124 @@
-# beta
+# Insight Nexus CRM
+
+Insight Nexus CRM is an immersive, local-first Vite + React command center for predictive revenue intelligence.
+It fuses data management, forecasting, risk analysis, AI advisory, and deep comparison workflows into one cinematic
+experience powered by your private OpenAI key.
+
+## Architecture
+
+```
+root
+├── client   # Vite + React + Tailwind front-end (TypeScript)
+└── server   # Node/Express API broker that talks to OpenAI Responses
+```
+
+The UI runs on Vite (port 5173) and proxies API calls to the Node service (port 5001 by default). All OpenAI traffic
+is handled server-side so your key never touches the browser.
+
+## Features
+
+- **Data fabric ops** – upload CRM CSV/JSON/TXT intelligence, track freshness, and surface AI-generated coverage maps.
+- **Prediction studio** – craft multi-dimensional business scenarios, attach documents, and receive structured forecasts,
+  risk posture, CRM plays, and AI advisory in one response.
+- **Risk command** – monitor Atlas-generated risk matrices, mitigation sprints, and telemetry streams in a premium glassmorphism UI.
+- **AI advisor** – chat with Atlas, the revenue copilot, for executive-ready guidance that remembers context across turns.
+- **Collaboration hub** – upload two intelligence files for deep delta analysis with suggested actions, automation plays, and executive summaries.
+
+## Prerequisites
+
+- Node.js 18+
+- npm 9+
+- An OpenAI API key with access to the Responses API (e.g., `gpt-4.1-mini`)
+
+## Setup
+
+### Windows quick-start
+
+If you're on Windows 11, the repository includes helper scripts:
+
+1. Double-click `install.bat` **or** run `install.ps1` in PowerShell to verify Node 18+/npm 9+ and install dependencies for both
+   the API and client. The installers validate versions, skip modules that already exist, and abort with clear messaging if the
+   project structure cannot be found.
+2. Copy `server/.env.example` to `server/.env` and set `OPENAI_API_KEY=<your key>`.
+3. Launch the stack with the automation of your choice:
+   - `run.bat` opens two Command Prompt windows (API + client).
+   - `run.ps1` opens two PowerShell windows and uses the same validation flow.
+
+> **Important:** Seeing Flask logs such as `TemplateNotFound: index.html` means an old Python copy of the project is still
+> running. Close any `python app.py` consoles, then start the new Node/Vite stack with the scripts above or via the manual steps
+> below.
+
+### Manual setup
+
+1. **Install dependencies**
+
+   ```bash
+   cd server && npm install
+   cd ../client && npm install
+   ```
+
+2. **Configure environment variables**
+
+   ```bash
+   cp server/.env.example server/.env
+   # edit server/.env and set OPENAI_API_KEY=<your key>
+   ```
+
+   The server respects `PORT` (default `5001`). Ensure it matches the proxy target in `client/vite.config.ts` if changed.
+
+3. **Run the Node API broker**
+
+   ```bash
+   cd server
+   npm run dev
+   ```
+
+4. **Run the Vite client**
+
+   In a second terminal:
+
+   ```bash
+   cd client
+   npm run dev
+   ```
+
+5. Navigate to [http://localhost:5173](http://localhost:5173) to experience the Insight Nexus CRM suite.
+
+### Auto-runner behaviour
+
+- `run.bat` opens two dedicated terminals named **Insight Nexus CRM - API** and **Insight Nexus CRM - Client**. Close those
+  windows (or press `CTRL+C` inside each) to stop the services.
+- `run.ps1` mirrors the behaviour in PowerShell so you can stay in a single shell environment if preferred.
+- The runner only calls `install.bat` when `node_modules` is missing, so you can re-launch instantly once dependencies are in place.
+- Both scripts exit early with actionable guidance if prerequisites are not met, helping diagnose Windows environment issues quickly.
+
+## Usage workflow
+
+- Start in **Command Center** to review real-time telemetry and AI advisories.
+- Head to **Data Management** to ingest supporting docs and monitor Atlas automations.
+- Launch predictions in **Predictive Strategy**; attach up to four documents to enrich outcomes.
+- Use **Risk Command** to understand threat vectors and mitigation plays.
+- Chat with **AI Advisor** for curated actions, then compare intelligence files inside **Collaboration Hub** for deep delta insights.
+
+## Testing & linting
+
+- Front-end: `cd client && npm run lint`
+- Server: `cd server && npm run lint`
+
+Both projects are TypeScript/ESM aware. Adjust scripts or integrate additional tooling as needed.
+
+## Security
+
+- Never expose your OpenAI key to the browser. Keep it in `server/.env` or your preferred secret manager.
+- Do not commit `.env` files. Keys listed here are placeholders only.
+- Consider adding request authentication before deploying beyond localhost.
+
+## Troubleshooting
+
+- If you encounter `Unable to generate insights` or `Unable to compare documents`, confirm the server console is running and that
+  `OPENAI_API_KEY` is valid.
+- Update the `model` in `server/src/index.js` to match the tier available to your account if `gpt-4.1-mini` is unavailable.
+- Still seeing `Serving Flask app` in your terminal? You're launching an old Python version. Exit the Python process, delete any
+  stray `app` directories from previous zips, and start this Node/Vite project from the root described above.
+
+Enjoy orchestrating a next-generation CRM experience powered by Atlas.

client/.eslintrc.cjs

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+module.exports = {
+  env: {
+    browser: true,
+    es2021: true,
+  },
+  extends: [
+    'eslint:recommended',
+    'plugin:react-hooks/recommended',
+    'plugin:react-refresh/recommended',
+  ],
+  parser: '@typescript-eslint/parser',
+  parserOptions: {
+    ecmaFeatures: { jsx: true },
+    ecmaVersion: 'latest',
+    sourceType: 'module',
+  },
+  plugins: ['@typescript-eslint', 'react-refresh'],
+  rules: {
+    'react-refresh/only-export-components': ['warn', { allowConstantExport: true }],
+  },
+};

client/index.html

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+<!doctype html>
+<html lang="en" class="dark">
+  <head>
+    <meta charset="UTF-8" />
+    <link rel="icon" type="image/svg+xml" href="/favicon.svg" />
+    <meta name="viewport" content="width=device-width, initial-scale=1.0" />
+    <title>Insight Nexus CRM</title>
+  </head>
+  <body class="bg-canvas text-white">
+    <div id="root"></div>
+    <script type="module" src="/src/main.tsx"></script>
+  </body>
+</html>

client/package.json

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+{
+  "name": "insight-crm-client",
+  "version": "1.0.0",
+  "private": true,
+  "type": "module",
+  "scripts": {
+    "dev": "vite",
+    "build": "tsc && vite build",
+    "preview": "vite preview",
+    "lint": "eslint \"src/**/*.{ts,tsx}\""
+  },
+  "dependencies": {
+    "@radix-ui/react-avatar": "^1.1.0",
+    "@radix-ui/react-dialog": "^1.1.1",
+    "@radix-ui/react-scroll-area": "^1.1.0",
+    "@radix-ui/react-tabs": "^1.1.1",
+    "axios": "^1.7.7",
+    "framer-motion": "^11.3.16",
+    "lucide-react": "^0.446.0",
+    "react": "^18.3.1",
+    "react-dom": "^18.3.1",
+    "react-hook-form": "^7.52.0",
+    "react-router-dom": "^6.26.2",
+    "recharts": "^2.10.4",
+    "zod": "^3.23.8",
+    "@hookform/resolvers": "^3.9.0",
+    "react-dropzone": "^14.2.3"
+  },
+  "devDependencies": {
+    "@types/node": "^22.7.4",
+    "@types/react": "^18.3.5",
+    "@types/react-dom": "^18.3.0",
+    "@typescript-eslint/eslint-plugin": "^8.9.0",
+    "@typescript-eslint/parser": "^8.9.0",
+    "autoprefixer": "^10.4.20",
+    "eslint": "^8.57.0",
+    "eslint-plugin-react-hooks": "^4.6.2",
+    "eslint-plugin-react-refresh": "^0.4.11",
+    "postcss": "^8.4.47",
+    "tailwindcss": "^3.4.13",
+    "typescript": "^5.6.2",
+    "vite": "^5.4.10"
+  }
+}

client/postcss.config.js

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+export default {
+  plugins: {
+    tailwindcss: {},
+    autoprefixer: {},
+  },
+};

client/src/components/ChatPanel.tsx

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+import { FormEvent, useMemo, useState } from 'react';
+import { motion } from 'framer-motion';
+import { Bot, Send } from 'lucide-react';
+import { useChat } from '../hooks/useChat';
+
+export const ChatPanel = () => {
+  const [message, setMessage] = useState('');
+  const { history, sendMessage, loading } = useChat();
+
+  const reversedHistory = useMemo(() => [...history].reverse(), [history]);
+
+  const handleSubmit = async (event: FormEvent<HTMLFormElement>) => {
+    event.preventDefault();
+    if (!message.trim()) return;
+    await sendMessage(message.trim());
+    setMessage('');
+  };
+
+  return (
+    <div className="flex h-[30rem] flex-col rounded-3xl border border-white/5 bg-black/40">
+      <div className="flex items-center gap-3 border-b border-white/5 px-6 py-4">
+        <span className="flex h-10 w-10 items-center justify-center rounded-full bg-accent/20 text-accent">
+          <Bot className="h-5 w-5" />
+        </span>
+        <div>
+          <p className="text-sm font-semibold text-white">Atlas Copilot</p>
+          <p className="text-xs text-slate-400">Strategic CRM advisor</p>
+        </div>
+      </div>
+      <div className="flex-1 space-y-3 overflow-y-auto p-6">
+        {reversedHistory.map((entry, index) => (
+          <motion.div
+            key={`${entry.role}-${index}`}
+            initial={{ opacity: 0, y: 10 }}
+            animate={{ opacity: 1, y: 0 }}
+            className={`flex ${entry.role === 'user' ? 'justify-end' : 'justify-start'}`}
+          >
+            <div
+              className={`max-w-[70%] rounded-2xl border px-4 py-3 text-sm leading-relaxed shadow-lg ${
+                entry.role === 'user'
+                  ? 'border-accent/40 bg-accent/20 text-white'
+                  : 'border-white/10 bg-white/5 text-slate-100'
+              }`}
+            >
+              {entry.content}
+            </div>
+          </motion.div>
+        ))}
+        {loading && (
+          <motion.div
+            initial={{ opacity: 0 }}
+            animate={{ opacity: 1 }}
+            className="flex justify-start"
+          >
+            <div className="rounded-2xl border border-white/10 bg-white/5 px-4 py-2 text-xs text-slate-300">
+              Atlas is synthesizing...
+            </div>
+          </motion.div>
+        )}
+      </div>
+      <form onSubmit={handleSubmit} className="border-t border-white/5 p-4">
+        <div className="flex items-center gap-3 rounded-full border border-white/10 bg-white/5 px-4 py-2">
+          <input
+            className="flex-1 bg-transparent text-sm text-white placeholder:text-slate-500 focus:outline-none"
+            placeholder="Request playbooks, mitigate risk, predict outcomes..."
+            value={message}
+            onChange={(event) => setMessage(event.target.value)}
+          />
+          <button
+            type="submit"
+            disabled={loading}
+            className="flex h-10 w-10 items-center justify-center rounded-full bg-accent text-white transition hover:bg-accent/80 disabled:opacity-50"
+          >
+            <Send className="h-4 w-4" />
+          </button>
+        </div>
+      </form>
+    </div>
+  );
+};

client/src/components/GradientCard.tsx

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+import { PropsWithChildren, ReactNode } from 'react';
+
+interface GradientCardProps extends PropsWithChildren {
+  title: string;
+  subtitle?: string;
+  icon?: ReactNode;
+  emphasis?: 'accent' | 'neon';
+}
+
+export const GradientCard = ({ title, subtitle, icon, emphasis = 'accent', children }: GradientCardProps) => (
+  <div
+    className={`gradient-border relative overflow-hidden rounded-3xl border border-white/5 bg-slate-950/60 p-7 shadow-xl shadow-black/20 backdrop-blur-2xl transition ${
+      emphasis === 'accent' ? 'hover:border-accent/60' : 'hover:border-neon/60'
+    }`}
+  >
+    <div className="relative z-10 space-y-4">
+      <div className="flex items-start justify-between gap-4">
+        <div>
+          <p className="text-xs uppercase tracking-[0.35em] text-slate-400">{subtitle}</p>
+          <h3 className="text-2xl font-semibold text-white">{title}</h3>
+        </div>
+        {icon && <span className="text-accent">{icon}</span>}
+      </div>
+      <div className="space-y-4 text-sm text-slate-200">{children}</div>
+    </div>
+  </div>
+);

client/src/components/Layout.tsx

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+import { PropsWithChildren } from 'react';
+import { Navigation } from './Navigation';
+
+export const Layout = ({ children }: PropsWithChildren) => (
+  <div className="min-h-screen grid grid-cols-[280px_1fr] bg-canvas text-slate-100">
+    <aside className="relative border-r border-white/5 bg-slate-950/70 backdrop-blur-xl">
+      <div className="absolute inset-x-0 top-0 h-px bg-gradient-to-r from-accent/20 via-neon/20 to-transparent" />
+      <Navigation />
+    </aside>
+    <main className="relative overflow-y-auto">
+      <div className="absolute inset-x-0 top-0 h-px bg-gradient-to-r from-transparent via-accent/20 to-neon/20" />
+      <div className="relative px-10 pb-12 pt-16">
+        <div className="absolute inset-0 bg-[radial-gradient(circle_at_top_right,rgba(75,107,251,0.12),transparent_55%)]" />
+        <div className="relative z-10 space-y-12">{children}</div>
+      </div>
+    </main>
+  </div>
+);

client/src/components/MetricCard.tsx

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+import { ReactNode } from 'react';
+import { motion } from 'framer-motion';
+
+interface MetricCardProps {
+  label: string;
+  value: string;
+  trend?: string;
+  icon: ReactNode;
+  accent?: 'primary' | 'success' | 'warning';
+}
+
+const ACCENT_MAP = {
+  primary: 'from-accent/60 via-accent/30 to-transparent border-accent/50',
+  success: 'from-emerald-500/60 via-emerald-500/20 to-transparent border-emerald-400/40',
+  warning: 'from-amber-500/60 via-amber-500/20 to-transparent border-amber-400/40',
+};
+
+export const MetricCard = ({ label, value, trend, icon, accent = 'primary' }: MetricCardProps) => (
+  <motion.div
+    initial={{ opacity: 0, y: 12 }}
+    whileInView={{ opacity: 1, y: 0 }}
+    transition={{ duration: 0.6 }}
+    className={`relative overflow-hidden rounded-3xl border bg-white/5 p-6 shadow-2xl shadow-black/20 backdrop-blur-xl ${
+      ACCENT_MAP[accent]
+    }`}
+  >
+    <div className="absolute inset-0 bg-gradient-to-br from-white/10 via-transparent to-transparent" />
+    <div className="relative z-10 flex items-start justify-between gap-4">
+      <div className="flex flex-col gap-3">
+        <p className="text-xs uppercase tracking-[0.35em] text-slate-400">{label}</p>
+        <p className="text-4xl font-semibold text-white">{value}</p>
+        {trend && <p className="text-sm text-slate-300">{trend}</p>}
+      </div>
+      <div className="flex h-12 w-12 items-center justify-center rounded-2xl border border-white/10 bg-black/40 text-white">
+        {icon}
+      </div>
+    </div>
+  </motion.div>
+);