Improve Windows automation reliability

.env.example

@@ -0,0 +1,6 @@
+# Copy this file to server/.env (or export the variables) before running the Node service.
+OPENAI_API_KEY=replace-with-your-openai-api-key
+# Optional overrides
+# OPENAI_MODEL=gpt-4.1-mini
+# OPENAI_FALLBACK_MODEL=gpt-4o-mini
+PORT=5001

.gitignore

@@ -0,0 +1,9 @@
+node_modules/
+client/node_modules/
+server/node_modules/
+dist/
+client/dist/
+server/dist/
+.env
+server/.env
+.DS_Store

README.md

@@ -1 +1,133 @@
-# 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`). The server automatically falls back to
+  Chat Completions (default `gpt-4o-mini`) if the Responses API is unavailable.
+
+## Setup
+
+### Windows quick-start
+
+Windows 11 users get both classic `.bat` wrappers and richer PowerShell automation under `scripts/windows`.
+
+1. **Install dependencies**
+   - Double-click `install.bat` (or run `scripts\windows\install.ps1`) to confirm Node 18+/npm 9+ are in `PATH` and install
+     dependencies for both the server and the Vite client. The installer now uses PowerShell for clearer error handling,
+     automatic retry prompts, and works reliably from directories that contain spaces.
+2. **Provide credentials**
+   - Copy `server/.env.example` to `server/.env` and set `OPENAI_API_KEY=<your key>`.
+   - Optionally override `OPENAI_MODEL` or `OPENAI_FALLBACK_MODEL` if your account requires different model names.
+3. **Launch the stack**
+   - Double-click `run.bat` (or run `scripts\windows\run.ps1`) to start the API broker and Vite workspace in their own terminals.
+     The runner re-validates prerequisites, installs missing modules automatically, and warns if your `.env` file is absent.
+
+> **Important:** If you previously ran the legacy Flask build, close any `python` or `flask` terminals first. Those old processes
+> continue listening on port 5000 and will block the new Node server. You can terminate them quickly with
+> `taskkill /IM python.exe /F` in an elevated Command Prompt.
+>
+> **Execution policy tip:** If PowerShell warns about script execution being disabled, open PowerShell as Administrator and run
+> `Set-ExecutionPolicy -Scope CurrentUser RemoteSigned` once, then re-run the installer/runner.
+
+### 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.
+   You can also set `OPENAI_MODEL` or `OPENAI_FALLBACK_MODEL` to align with the tiers your account supports.
+
+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` delegates to `scripts/windows/run.ps1`, which 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.
+- The runner only reinstalls dependencies when `node_modules` is missing. Pass `-SkipInstall` to `run.ps1` if you want to skip the
+  check entirely.
+- Both the installer and runner surface actionable PowerShell errors (for example, missing Node, blocked execution policy, or failed
+  npm installs) so Windows issues are easier to diagnose.
+
+## 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 lint: `cd client && npm run lint`
+- Front-end build: `cd client && npm run build`
+- Server lint: `cd server && npm run lint`
+
+Both projects are TypeScript/ESM aware. Adjust scripts or integrate additional tooling as needed. The build step ensures
+the Vite bundle compiles with the current configuration (esbuild JSX transform + Tailwind).
+
+## 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.
+
+Enjoy orchestrating a next-generation CRM experience powered by Atlas.

client/.eslintrc.cjs

@@ -0,0 +1,26 @@
+module.exports = {
+  env: {
+    browser: true,
+    es2021: true,
+  },
+  extends: [
+    'eslint:recommended',
+    'plugin:react-hooks/recommended',
+    'plugin:@typescript-eslint/recommended',
+  ],
+  parser: '@typescript-eslint/parser',
+  parserOptions: {
+    ecmaFeatures: { jsx: true },
+    ecmaVersion: 'latest',
+    sourceType: 'module',
+  },
+  plugins: ['@typescript-eslint'],
+  settings: {
+    react: {
+      version: 'detect',
+    },
+  },
+  rules: {
+    '@typescript-eslint/explicit-module-boundary-types': 'off',
+  },
+};

client/index.html

@@ -0,0 +1,13 @@
+<!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>