your_ai_insight 1.0.7

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data/LICENSE

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+MIT License
+
+Copyright (c) 2024 AllPro IFM
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

data/README.md

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+# YourAiInsight — Rails Engine
+
+> AI-powered **Summary Dashboards**, **Compliance & Audit Reports**, and a **live chat assistant** for facility management portals.
+> Built for `portal.allproifm.com` and any Rails 6+ facility management app with a compatible schema.
+
+---
+
+## What it analyses (from your real schema)
+
+| Data Source | Table | What AI uses |
+|---|---|---|
+| Jobs | `jobs` | status, priority, hold, sales_price, not_to_exceed, accepted/finaled dates |
+| Tasks | `tasks` | status, budget, actual, start/complete dates |
+| Bids | `bids` | status, amount, actual, active flag |
+| Expenses | `expenses` | budget vs actual, expense_type |
+| Location Budgets | `location_budgets` | month1–month12 per location/fiscal_year |
+| Budget Requests | `budget_requests` | status (0=pending,1=approved,2=rejected), amount |
+| Pay Requests | `pay_requests` | paid/declined/outstanding status |
+| Locations | `locations` | name, customer scoping |
+| Customers | `customers` | name, status |
+| Vendors | `vendors` | linked via tasks & bids |
+
+---
+
+## Installation
+
+### 1. Add the gem
+
+```ruby
+# Gemfile
+gem "your_ai_insight"
+
+# During development (local path):
+# gem "your_ai_insight", path: "../your_ai_insight"
+```
+
+```bash
+bundle install
+```
+
+### 2. Run the migration
+
+This only creates the engine's own `your_ai_insight_reports` table.
+**Your existing tables are never modified.**
+
+```bash
+rails your_ai_insight:install:migrations
+rails db:migrate
+```
+
+### 3. Mount the engine
+
+```ruby
+# config/routes.rb
+Rails.application.routes.draw do
+  mount YourAiInsight::Engine => "/your_ai_insight"
+  # ... your existing routes
+end
+```
+
+### 4. Configure
+
+```ruby
+# config/initializers/your_ai_insight.rb
+YourAiInsight.configure do |config|
+  # Required
+  config.anthropic_api_key = ENV["ANTHROPIC_API_KEY"]
+
+  # Scope data to the current user's locations (recommended for multi-tenant)
+  # The proc receives current_user and returns an array of location IDs (or nil for all)
+  config.location_scope = ->(user) {
+    user.locations.pluck(:id)      # if user has_many :locations via location_users
+  }
+
+  # Or scope by customer instead:
+  # config.customer_scope = ->(user) { [user.customer_id] }
+
+  # Branding (used in emails and chat widget)
+  config.company_name = "AllPro IFM"
+  config.logo_url     = "https://portal.allproifm.com/logo.png"  # optional
+
+  # Default email recipients for scheduled reports
+  config.default_recipients = ["ops@allproifm.com"]
+
+  # ── Schema overrides ──────────────────────────────────────────────────────
+  # Only needed if you install this in a different app with different column names.
+  # The defaults below match portal.allproifm.com schema.rb exactly.
+  #
+  # config.jobs_table             = "jobs"
+  # config.jobs_status_col        = "status"
+  # config.jobs_priority_col      = "priority"
+  # config.jobs_sales_price_col   = "sales_price"
+  # config.jobs_not_to_exceed_col = "not_to_exceed"
+  # config.jobs_location_id_col   = "location_id"
+  # config.jobs_customer_id_col   = "customer_id"
+  # config.jobs_accepted_dt_col   = "accepted_dt"
+  # config.jobs_finaled_dt_col    = "finaled_dt"
+  # config.jobs_hold_col          = "hold"
+  # config.tasks_table            = "tasks"
+  # config.tasks_status_col       = "status"
+  # config.tasks_budget_col       = "budget"
+  # config.tasks_actual_col       = "actual"
+  # config.tasks_job_id_col       = "job_id"
+  # config.tasks_complete_col     = "complete"
+  # config.bids_table             = "bids"
+  # config.bids_status_col        = "status"
+  # config.bids_amount_col        = "amount"
+  # config.bids_actual_col        = "actual"
+  # config.expenses_table         = "expenses"
+  # config.expenses_budget_col    = "budget"
+  # config.expenses_actual_col    = "actual"
+  # config.location_budgets_table = "location_budgets"
+  # config.budget_requests_table  = "budget_requests"
+end
+```
+
+### 5. Add the chat widget
+
+In `app/views/layouts/application.html.erb`, just before `</body>`:
+
+```erb
+<%= render "your_ai_insight/chat/widget" %>
+```
+
+A floating **💡 AI Facility Assistant** button appears bottom-right. ✅
+
+---
+
+## Generating Reports
+
+### Via the API (JSON)
+
+```bash
+# Summary dashboard — last 30 days
+curl -X POST https://portal.allproifm.com/your_ai_insight/reports \
+  -H "Content-Type: application/json" \
+  -H "X-CSRF-Token: ..." \
+  -d '{"report_type":"summary_dashboard","start_date":"2024-01-01","end_date":"2024-01-31"}'
+
+# Compliance & audit report
+curl -X POST https://portal.allproifm.com/your_ai_insight/reports \
+  -H "Content-Type: application/json" \
+  -d '{"report_type":"compliance_audit"}'
+
+# List recent reports
+curl https://portal.allproifm.com/your_ai_insight/reports
+
+# Fetch a specific report
+curl https://portal.allproifm.com/your_ai_insight/reports/42
+```
+
+### Via Rake Tasks
+
+```bash
+# Summary dashboard — last 7 days — email two people
+rake "your_ai_insight:summary_dashboard[ops@allproifm.com+mgr@allproifm.com,7]"
+
+# Compliance audit — last 30 days
+rake "your_ai_insight:compliance_audit[ops@allproifm.com,30]"
+
+# Test both reports immediately
+REPORT_EMAILS=you@allproifm.com rake your_ai_insight:run_now
+```
+
+---
+
+## Scheduling with Delayed::Job
+
+### Option A — delayed_cron_job gem (recommended)
+
+```ruby
+# config/initializers/your_ai_insight_schedule.rb
+# Runs once on boot — Delayed::Job deduplicates by cron expression.
+
+if defined?(Delayed::Job)
+  # Weekly summary dashboard — every Monday 8am
+  YourAiInsight::ScheduledReportJob.new(
+    report_type:      "summary_dashboard",
+    recipient_emails: ["ops@allproifm.com", "exec@allproifm.com"],
+    days_back:        7
+  ).enqueue(cron: "0 8 * * 1")
+
+  # Monthly compliance audit — 1st of month 9am
+  YourAiInsight::ScheduledReportJob.new(
+    report_type:      "compliance_audit",
+    recipient_emails: User.where(admin: true).pluck(:email),
+    days_back:        30
+  ).enqueue(cron: "0 9 1 * *")
+end
+```
+
+### Option B — whenever gem
+
+```ruby
+# config/schedule.rb
+every :monday, at: "8:00 am" do
+  rake "your_ai_insight:summary_dashboard[ops@allproifm.com,7]"
+end
+
+every 1.month, at: "9:00 am" do
+  rake "your_ai_insight:compliance_audit[ops@allproifm.com,30]"
+end
+```
+
+### Option C — Direct enqueue from your app
+
+```ruby
+YourAiInsight::ScheduledReportJob.new(
+  report_type:      "compliance_audit",
+  location_ids:     [1, 2, 3],         # scope to specific locations
+  recipient_emails: ["ops@allproifm.com"],
+  days_back:        30
+).enqueue(run_at: 1.hour.from_now)
+```
+
+---
+
+## Chat — example questions it can answer
+
+Using your live `jobs`, `tasks`, `bids`, `expenses`, and `budget_requests` data:
+
+- *"How many jobs are currently on hold and why might that be a problem?"*
+- *"What's our budget vs actual across all expenses this month?"*
+- *"Which tasks are overdue and what's the total risk?"*
+- *"How many bids are waiting on a decision?"*
+- *"What's the status of pending budget requests?"*
+- *"Which locations have the most active jobs right now?"*
+- *"Give me a health check on our job pipeline."*
+
+---
+
+## Selling to Other Clients
+
+This engine is built to be white-labelled:
+
+1. **Package** as a private gem on Gemfury, Cloudsmith, or your own gem server
+2. **Scope data** per client using `location_scope` or `customer_scope`
+3. **White-label** by setting `company_name` and `logo_url` per client
+4. **License** clients via their own `ANTHROPIC_API_KEY`, or proxy yours and charge per report via `AiReport.count`
+
+### Pricing ideas
+- Per report ($X/report, track via `YourAiInsight::AiReport.count`)
+- Monthly subscription (unlimited reports)
+- Included in your SaaS tier pricing
+
+---
+
+## API Reference
+
+| Endpoint | Method | Params | Description |
+|---|---|---|---|
+| `/your_ai_insight/chat` | POST | `{ message }` | Chat with AI about live facility data |
+| `/your_ai_insight/reports` | GET | — | List reports (newest first) |
+| `/your_ai_insight/reports` | POST | `{ report_type, start_date?, end_date? }` | Generate report on-demand |
+| `/your_ai_insight/reports/:id` | GET | — | Fetch a specific report |
+
+### Report types
+| `report_type` | Description |
+|---|---|
+| `summary_dashboard` | Executive overview: health score, job pipeline, budget performance, vendor activity, recommendations |
+| `compliance_audit` | Overdue tasks, jobs on hold, pending budget requests, outstanding pay requests, over-budget jobs |
+
+---
+
+## Requirements
+
+- Ruby ≥ 2.6
+- Rails 6.0–7.x
+- PostgreSQL (uses `EXTRACT`, `DATE_TRUNC`, `jsonb`)
+- Delayed::Job (any backend — ActiveRecord recommended)
+- `ANTHROPIC_API_KEY` environment variable
+
+---
+
+## Changelog
+
+### 1.0.0
+- Initial release
+- Full schema mapping for portal.allproifm.com (jobs, tasks, bids, expenses, location_budgets, budget_requests, pay_requests)
+- Summary Dashboard + Compliance & Audit report types
+- Floating chat widget with quick-prompt chips
+- Delayed::Job integration with cron support
+- Multi-tenant location/customer scoping
+- Branded HTML email reports

data/app/controllers/your_ai_insight/application_controller.rb

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+module YourAiInsight
+  class ApplicationController < ActionController::Base
+    protect_from_forgery with: :exception
+
+    private
+
+    def current_location_ids
+      cfg = YourAiInsight.config
+      return nil unless cfg.location_scope && respond_to?(:current_user, true) && current_user
+      cfg.location_scope.call(current_user)
+    end
+
+    def current_customer_ids
+      cfg = YourAiInsight.config
+      return nil unless cfg.customer_scope && respond_to?(:current_user, true) && current_user
+      cfg.customer_scope.call(current_user)
+    end
+
+    def parse_date_range
+      start_d = params[:start_date].present? ? Date.parse(params[:start_date]) : 30.days.ago.to_date
+      end_d   = params[:end_date].present?   ? Date.parse(params[:end_date])   : Date.today
+      start_d.beginning_of_day..end_d.end_of_day
+    rescue ArgumentError
+      30.days.ago.beginning_of_day..Time.current
+    end
+
+    def data_service(date_range: parse_date_range)
+      FacilityDataService.new(
+        location_ids: current_location_ids,
+        customer_ids: current_customer_ids,
+        date_range:   date_range
+      )
+    end
+  end
+end

data/app/controllers/your_ai_insight/chats_controller.rb

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+## app/controllers/your_ai_insight/chats_controller.rb
+module YourAiInsight
+  class ChatsController < ApplicationController
+
+    # POST /your_ai_insight/chat
+    # Body: { "message": "How many jobs are on hold?" }
+    def create
+      message = params.require(:message).strip
+      return render json: { error: "Message cannot be blank" }, status: :unprocessable_entity if message.blank?
+
+      context       = data_service.quick_context
+      response_text = ClaudeService.new.chat(message, context: context)
+
+      render json: { response: response_text }
+
+    rescue ActionController::ParameterMissing => e
+      render json: { error: e.message }, status: :unprocessable_entity
+    rescue YourAiInsight::ApiError => e
+      Rails.logger.error("[YourAiInsight::ChatsController] #{e.message}")
+      render json: { error: "AI service temporarily unavailable. Please try again shortly." }, status: :service_unavailable
+    rescue StandardError => e
+      Rails.logger.error("[YourAiInsight::ChatsController] #{e.class}: #{e.message}")
+      render json: { error: "An unexpected error occurred." }, status: :internal_server_error
+    end
+  end
+end

data/app/controllers/your_ai_insight/dashboard_controller.rb

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+module YourAiInsight
+  class DashboardController < ApplicationController
+
+    # GET /your_ai_insight/dashboard
+    def index
+      @recent_reports  = AiReport.recent.limit(10)
+      @report_counts   = {
+        total:      AiReport.count,
+        dashboards: AiReport.dashboards.count,
+        compliance: AiReport.compliance.count,
+        scheduled:  AiReport.scheduled.count
+      }
+      @quick_context = data_service.quick_context rescue {}
+    end
+
+    # GET /your_ai_insight/dashboard/quick_context  (AJAX – live stats panel)
+    def quick_context
+      ctx = data_service.quick_context
+      render json: ctx
+    rescue StandardError => e
+      render json: { error: e.message }, status: :service_unavailable
+    end
+
+  end
+end

data/app/controllers/your_ai_insight/reports_controller.rb

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+module YourAiInsight
+  class ReportsController < ApplicationController
+    VALID_TYPES = %w[summary_dashboard compliance_audit].freeze
+
+    # GET /your_ai_insight/reports
+    def index
+      reports = AiReport.order(created_at: :desc).limit(50)
+      render json: reports.map { |r|
+        { id: r.id, report_type: r.report_type, scheduled: r.scheduled,
+          period_start: r.period_start, period_end: r.period_end, created_at: r.created_at }
+      }
+    end
+
+    # POST /your_ai_insight/reports
+    # Body: { "report_type": "summary_dashboard", "start_date": "2024-01-01", "end_date": "2024-01-31" }
+    def create
+      type = params.require(:report_type)
+      return render json: { error: "Invalid report_type. Valid: #{VALID_TYPES.join(', ')}" }, status: :unprocessable_entity \
+        unless VALID_TYPES.include?(type)
+
+      svc  = data_service
+      data = type == "summary_dashboard" ? svc.summary_dashboard_data : svc.compliance_audit_data
+
+      content = ClaudeService.new.generate_report(type.to_sym, data)
+      dr      = parse_date_range
+
+      report = AiReport.create!(
+        report_type:  type,
+        content:      content,
+        raw_data:     data,
+        period_start: dr.first.to_date,
+        period_end:   dr.last.to_date,
+        scheduled:    false
+      )
+
+      render json: { id: report.id, content: content }, status: :created
+
+    rescue ActionController::ParameterMissing => e
+      render json: { error: e.message }, status: :unprocessable_entity
+    rescue YourAiInsight::ApiError => e
+      Rails.logger.error("[YourAiInsight::ReportsController] #{e.message}")
+      render json: { error: "AI service temporarily unavailable." }, status: :service_unavailable
+    rescue StandardError => e
+      Rails.logger.error("[YourAiInsight::ReportsController] #{e.class}: #{e.message}")
+      render json: { error: "Report generation failed." }, status: :internal_server_error
+    end
+
+    # GET /your_ai_insight/reports/:id
+    def show
+      report = AiReport.find(params[:id])
+      render json: {
+        id:           report.id,
+        report_type:  report.report_type,
+        content:      report.content,
+        period_start: report.period_start,
+        period_end:   report.period_end,
+        scheduled:    report.scheduled,
+        created_at:   report.created_at
+      }
+    rescue ActiveRecord::RecordNotFound
+      render json: { error: "Report not found" }, status: :not_found
+    end
+  end
+end

data/app/jobs/your_ai_insight/scheduled_report_job.rb

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+module YourAiInsight
+  #
+  # Scheduled report job for Delayed::Job.
+  #
+  # USAGE — enqueue directly:
+  #
+  #   YourAiInsight::ScheduledReportJob.new(
+  #     report_type:      "summary_dashboard",
+  #     recipient_emails: ["ops@allproifm.com"],
+  #     days_back:        7
+  #   ).enqueue
+  #
+  # USAGE — schedule with delayed_cron_job gem:
+  #
+  #   YourAiInsight::ScheduledReportJob.new(
+  #     report_type: "compliance_audit",
+  #     recipient_emails: User.where(admin: true).pluck(:email)
+  #   ).enqueue(cron: "0 8 1 * *")   # 1st of month at 8am
+  #
+  # USAGE — enqueue from a rake task / whenever:
+  #
+  #   rake "your_ai_insight:compliance_audit[ops@allproifm.com,30]"
+  #
+  class ScheduledReportJob
+    VALID_TYPES = %w[summary_dashboard compliance_audit].freeze
+
+    attr_reader :report_type, :location_ids, :customer_ids, :recipient_emails, :days_back
+
+    def initialize(report_type:, location_ids: nil, customer_ids: nil, recipient_emails: [], days_back: 30)
+      raise ArgumentError, "Invalid report_type: #{report_type}" unless VALID_TYPES.include?(report_type.to_s)
+      @report_type      = report_type.to_s
+      @location_ids     = location_ids
+      @customer_ids     = customer_ids
+      @recipient_emails = Array(recipient_emails).compact.map(&:strip).reject(&:blank?)
+      @days_back        = days_back.to_i
+    end
+
+    # Called by Delayed::Job worker
+    def perform
+      Rails.logger.info("[YourAiInsight::ScheduledReportJob] Starting #{report_type} | days_back=#{days_back} | recipients=#{recipient_emails.count}")
+
+      date_range = days_back.days.ago.beginning_of_day..Time.current
+
+      svc  = FacilityDataService.new(
+        location_ids: location_ids,
+        customer_ids: customer_ids,
+        date_range:   date_range
+      )
+
+      data = case report_type
+             when "summary_dashboard" then svc.summary_dashboard_data
+             when "compliance_audit"  then svc.compliance_audit_data
+             end
+
+      content = ClaudeService.new.generate_report(report_type.to_sym, data)
+
+      report = AiReport.create!(
+        report_type:  report_type,
+        content:      content,
+        raw_data:     data,
+        period_start: date_range.first.to_date,
+        period_end:   date_range.last.to_date,
+        scheduled:    true
+      )
+
+      if recipient_emails.present?
+        AiReportMailer.scheduled_report(
+          report:           report,
+          recipient_emails: recipient_emails,
+          days_back:        days_back
+        ).deliver_now
+        Rails.logger.info("[YourAiInsight::ScheduledReportJob] Report ##{report.id} emailed to #{recipient_emails.join(', ')}")
+      else
+        Rails.logger.info("[YourAiInsight::ScheduledReportJob] Report ##{report.id} saved (no email recipients)")
+      end
+
+      report
+
+    rescue YourAiInsight::ApiError => e
+      Rails.logger.error("[YourAiInsight::ScheduledReportJob] Claude API error: #{e.message}")
+      raise  # Let Delayed::Job retry
+    rescue StandardError => e
+      Rails.logger.error("[YourAiInsight::ScheduledReportJob] #{e.class}: #{e.message}")
+      e.backtrace&.first(5)&.each { |l| Rails.logger.error("  #{l}") }
+      raise
+    end
+
+    # Enqueue with Delayed::Job (pass options like run_at:, cron:, priority:)
+    def enqueue(options = {})
+      Delayed::Job.enqueue(self, { queue: "your_ai_insight_reports", priority: 5 }.merge(options))
+    end
+
+    # Shown in Delayed::Job admin UI
+    def display_name
+      "YourAiInsight::#{report_type.camelize}ReportJob"
+    end
+  end
+end

data/app/mailers/your_ai_insight/ai_report_mailer.rb

@@ -0,0 +1,80 @@
+module YourAiInsight
+  class AiReportMailer < ActionMailer::Base
+    default from: -> { "#{YourAiInsight.config.company_name} <noreply@allproifm.com>" }
+
+    def scheduled_report(report:, recipient_emails:, days_back:)
+      @report    = report
+      @days_back = days_back
+      @company   = YourAiInsight.config.company_name
+      @logo_url  = YourAiInsight.config.logo_url
+      @content   = report.content
+
+      mail(
+        to:      recipient_emails,
+        subject: "[#{@company}] #{report.report_type_label} — #{report.period_label}"
+      ) do |format|
+        format.html { render inline: email_html_template }
+        format.text { render plain: @content }
+      end
+    end
+
+    private
+
+    def email_html_template
+      <<~HTML
+        <!DOCTYPE html>
+        <html>
+        <head>
+          <meta charset="utf-8">
+          <style>
+            body { font-family: -apple-system, Arial, sans-serif; color: #1a1a1a; margin: 0; padding: 0; background: #f5f5f5; }
+            .wrapper { max-width: 700px; margin: 32px auto; background: #fff; border-radius: 8px; overflow: hidden; box-shadow: 0 2px 8px rgba(0,0,0,.08); }
+            .header { background: #1a56db; color: #fff; padding: 24px 32px; }
+            .header h1 { margin: 0; font-size: 20px; font-weight: 600; }
+            .header p  { margin: 4px 0 0; opacity: .8; font-size: 13px; }
+            .body  { padding: 32px; }
+            h2 { color: #1a56db; font-size: 16px; margin: 24px 0 8px; border-bottom: 1px solid #e8e8e8; padding-bottom: 6px; }
+            h3 { color: #374151; font-size: 14px; margin: 16px 0 6px; }
+            p, li { font-size: 14px; line-height: 1.65; color: #374151; }
+            ul { padding-left: 20px; }
+            strong { color: #111; }
+            .footer { background: #f9f9f9; padding: 16px 32px; font-size: 12px; color: #9ca3af; border-top: 1px solid #e5e7eb; }
+            .badge-critical { background: #fef2f2; color: #b91c1c; padding: 2px 8px; border-radius: 4px; font-size: 12px; font-weight: 600; }
+            .badge-warning  { background: #fffbeb; color: #92400e; padding: 2px 8px; border-radius: 4px; font-size: 12px; font-weight: 600; }
+          </style>
+        </head>
+        <body>
+          <div class="wrapper">
+            <div class="header">
+              #{@logo_url ? "<img src='#{@logo_url}' height='32' style='margin-bottom:12px;'><br>" : ''}
+              <h1>#{@report.report_type_label}</h1>
+              <p>#{@report.period_label} &nbsp;·&nbsp; Generated #{Time.current.strftime('%b %d, %Y at %I:%M %p')}</p>
+            </div>
+            <div class="body">
+              #{markdown_to_html(@content)}
+            </div>
+            <div class="footer">
+              This report was automatically generated by YourAiInsight for #{@company}.<br>
+              Covering the past #{@days_back} days of facility data.
+            </div>
+          </div>
+        </body>
+        </html>
+      HTML
+    end
+
+    def markdown_to_html(text)
+      return "<p>#{text}</p>" if text.blank?
+      text
+        .gsub(/^## (.+)$/)    { "<h2>#{$1.gsub(/⚠️|⚡/, '')}</h2>" }
+        .gsub(/^### (.+)$/)   { "<h3>#{$1}</h3>" }
+        .gsub(/⚠️ CRITICAL/)  { '<span class="badge-critical">⚠️ CRITICAL</span>' }
+        .gsub(/⚡ WARNING/)   { '<span class="badge-warning">⚡ WARNING</span>' }
+        .gsub(/\*\*(.+?)\*\*/) { "<strong>#{$1}</strong>" }
+        .gsub(/^- (.+)$/)     { "<li>#{$1}</li>" }
+        .gsub(%r{((?:<li>.*</li>\n?)+)}) { "<ul>#{$1}</ul>" }
+        .gsub(/\n\n+/, "</p><p>")
+        .then { |t| "<p>#{t}</p>" }
+    end
+  end
+end

data/app/models/your_ai_insight/ai_report.rb

@@ -0,0 +1,24 @@
+module YourAiInsight
+  class AiReport < ActiveRecord::Base
+    self.table_name = "your_ai_insight_reports"
+
+    validates :report_type, presence: true,
+              inclusion: { in: %w[summary_dashboard compliance_audit] }
+    validates :content, presence: true
+
+    scope :dashboards,  -> { where(report_type: "summary_dashboard") }
+    scope :compliance,  -> { where(report_type: "compliance_audit") }
+    scope :scheduled,   -> { where(scheduled: true) }
+    scope :on_demand,   -> { where(scheduled: false) }
+    scope :recent,      -> { order(created_at: :desc) }
+
+    def report_type_label
+      report_type == "summary_dashboard" ? "Summary Dashboard" : "Compliance & Audit Report"
+    end
+
+    def period_label
+      return "" unless period_start && period_end
+      "#{period_start.strftime('%b %d')} – #{period_end.strftime('%b %d, %Y')}"
+    end
+  end
+end