your_ai_insight 1.0.7

data/config/routes.rb

@@ -0,0 +1,14 @@
+YourAiInsight::Engine.routes.draw do
+  # Admin dashboard UI
+  get  "dashboard",               to: "dashboard#index",         as: :dashboard
+  get  "dashboard/quick_context", to: "dashboard#quick_context", as: :dashboard_quick_context
+
+  # Chat (JSON API)
+  post "chat", to: "chats#create", as: :chat
+
+  # Reports (JSON API + HTML show)
+  resources :reports, only: [:index, :create, :show]
+
+  # Root → dashboard
+  root to: "dashboard#index"
+end

data/db/migrate/20240101000001_create_your_ai_insight_reports.rb

@@ -0,0 +1,20 @@
+class CreateYourAiInsightReports < ActiveRecord::Migration[6.0]
+  def change
+    create_table :your_ai_insight_reports do |t|
+      t.string  :report_type,  null: false
+      t.text    :content,      null: false
+      t.jsonb   :raw_data,     null: false, default: {}
+      t.date    :period_start
+      t.date    :period_end
+      t.boolean :scheduled,    null: false, default: false
+      t.integer :generated_by_user_id   # optional FK to your existing users table
+
+      t.timestamps
+    end
+
+    add_index :your_ai_insight_reports, :report_type
+    add_index :your_ai_insight_reports, :created_at
+    add_index :your_ai_insight_reports, :scheduled
+    add_index :your_ai_insight_reports, :generated_by_user_id
+  end
+end

data/lib/tasks/your_ai_insight.rake

@@ -0,0 +1,63 @@
+namespace :your_ai_insight do
+  desc "Generate + email a Summary Dashboard report. Args: emails (comma-sep), days_back"
+  task :summary_dashboard, [:emails, :days_back] => :environment do |_, args|
+    emails    = resolve_emails(args[:emails])
+    days_back = (args[:days_back] || ENV["DAYS_BACK"] || 30).to_i
+
+    abort_if_no_emails(emails)
+    puts "[YourAiInsight] Enqueuing summary_dashboard | #{days_back} days | → #{emails.join(', ')}"
+
+    YourAiInsight::ScheduledReportJob.new(
+      report_type:      "summary_dashboard",
+      recipient_emails: emails,
+      days_back:        days_back
+    ).enqueue
+
+    puts "[YourAiInsight] Done — check your Delayed::Job queue."
+  end
+
+  desc "Generate + email a Compliance & Audit report. Args: emails (comma-sep), days_back"
+  task :compliance_audit, [:emails, :days_back] => :environment do |_, args|
+    emails    = resolve_emails(args[:emails])
+    days_back = (args[:days_back] || ENV["DAYS_BACK"] || 30).to_i
+
+    abort_if_no_emails(emails)
+    puts "[YourAiInsight] Enqueuing compliance_audit | #{days_back} days | → #{emails.join(', ')}"
+
+    YourAiInsight::ScheduledReportJob.new(
+      report_type:      "compliance_audit",
+      recipient_emails: emails,
+      days_back:        days_back
+    ).enqueue
+
+    puts "[YourAiInsight] Done."
+  end
+
+  desc "Run both reports immediately and print output (for testing)"
+  task :run_now => :environment do
+    emails = resolve_emails(ENV["REPORT_EMAILS"])
+    abort "[YourAiInsight] Set REPORT_EMAILS=you@example.com" if emails.empty?
+
+    %w[summary_dashboard compliance_audit].each do |type|
+      puts "\n[YourAiInsight] ── Running #{type} ──"
+      job = YourAiInsight::ScheduledReportJob.new(
+        report_type:      type,
+        recipient_emails: emails,
+        days_back:        30
+      )
+      job.perform
+      puts "[YourAiInsight] #{type} complete."
+    end
+  end
+
+  def resolve_emails(raw)
+    raw ||= ENV["REPORT_EMAILS"] || ""
+    raw.split(/[,\s+]/).map(&:strip).reject(&:blank?)
+  end
+
+  def abort_if_no_emails(emails)
+    if emails.empty?
+      abort "[YourAiInsight] No recipients. Pass as arg or set REPORT_EMAILS=a@co.com,b@co.com"
+    end
+  end
+end

data/lib/tasks/your_ai_insight_seed.rake

@@ -0,0 +1,299 @@
+##
+# lib/tasks/your_ai_insight_seed.rake
+#
+# Rake tasks for seeding test report data and backfilling historical reports.
+#
+# USAGE:
+#   rake your_ai_insight:seed                       # seed 10 realistic fake reports
+#   rake your_ai_insight:seed[20]                   # seed N reports
+#   rake your_ai_insight:backfill[30]               # generate real AI reports for last N days
+#   rake your_ai_insight:backfill_dry_run[30]       # preview what backfill would generate
+#   rake your_ai_insight:clear                      # delete all YourAiInsight reports (careful!)
+#   rake your_ai_insight:stats                      # print report DB stats
+##
+
+namespace :your_ai_insight do
+
+  # ─────────────────────────────────────────────────────────────────────────
+  # SEED — insert realistic fake reports without calling Claude API
+  # Useful for UI development, testing views, and demoing to clients.
+  # ─────────────────────────────────────────────────────────────────────────
+  desc "Seed YourAiInsight with N realistic fake reports (default: 10). Does NOT call Claude API."
+  task :seed, [:count] => :environment do |_, args|
+    count = (args[:count] || 10).to_i
+    puts "[YourAiInsight] Seeding #{count} fake reports…"
+
+    count.times do |i|
+      type      = i.even? ? "summary_dashboard" : "compliance_audit"
+      days_ago  = rand(1..90)
+      period_end   = days_ago.days.ago.to_date
+      period_start = (period_end - rand(7..30).days)
+      scheduled = [true, false].sample
+
+      content = type == "summary_dashboard" \
+        ? fake_dashboard_report(i) \
+        : fake_compliance_report(i)
+
+      report = YourAiInsight::AiReport.create!(
+        report_type:  type,
+        content:      content,
+        raw_data:     fake_raw_data(type),
+        period_start: period_start,
+        period_end:   period_end,
+        scheduled:    scheduled,
+        created_at:   days_ago.days.ago + rand(0..8).hours
+      )
+
+      puts "  [#{i+1}/#{count}] #{type} ##{report.id} | #{period_start} – #{period_end} | #{scheduled ? 'scheduled' : 'on-demand'}"
+    end
+
+    puts "\n[YourAiInsight] ✓ Seeded #{count} reports."
+    puts "  Visit: /your_ai_insight/dashboard to see them.\n"
+  end
+
+  # ─────────────────────────────────────────────────────────────────────────
+  # BACKFILL — generate REAL AI reports from live data for past N days
+  # WARNING: This calls the Claude API once per report. Cost applies.
+  # ─────────────────────────────────────────────────────────────────────────
+  desc "Backfill real AI reports for past N days using live data (calls Claude API — cost applies)"
+  task :backfill, [:days_back] => :environment do |_, args|
+    days_back = (args[:days_back] || 30).to_i
+
+    puts "[YourAiInsight] Backfilling real reports for past #{days_back} days…"
+    puts "  WARNING: This calls the Claude API. Each report costs ~$0.01–$0.05."
+    puts "  Press ENTER to continue or Ctrl+C to abort."
+    $stdin.gets
+
+    date_range = days_back.days.ago.beginning_of_day..Time.current
+    svc        = YourAiInsight::FacilityDataService.new(date_range: date_range)
+
+    %w[summary_dashboard compliance_audit].each do |type|
+      puts "\n[YourAiInsight] Generating #{type}…"
+
+      data    = type == "summary_dashboard" ? svc.summary_dashboard_data : svc.compliance_audit_data
+      content = YourAiInsight::ClaudeService.new.generate_report(type.to_sym, data)
+
+      report = YourAiInsight::AiReport.create!(
+        report_type:  type,
+        content:      content,
+        raw_data:     data,
+        period_start: date_range.first.to_date,
+        period_end:   date_range.last.to_date,
+        scheduled:    false
+      )
+
+      puts "  ✓ #{type} report ##{report.id} created (#{content.length} chars)"
+    end
+
+    puts "\n[YourAiInsight] Backfill complete. Visit /your_ai_insight/dashboard."
+  rescue YourAiInsight::ApiError => e
+    puts "\n[YourAiInsight] Claude API error: #{e.message}"
+    puts "  Check your ANTHROPIC_API_KEY environment variable."
+    exit 1
+  rescue YourAiInsight::ConfigurationError => e
+    puts "\n[YourAiInsight] Configuration error: #{e.message}"
+    exit 1
+  end
+
+  # ─────────────────────────────────────────────────────────────────────────
+  # DRY RUN — shows what data would be sent to Claude without calling API
+  # ─────────────────────────────────────────────────────────────────────────
+  desc "Preview the data that would be sent to Claude for backfill (no API call)"
+  task :backfill_dry_run, [:days_back] => :environment do |_, args|
+    days_back  = (args[:days_back] || 30).to_i
+    date_range = days_back.days.ago.beginning_of_day..Time.current
+    svc        = YourAiInsight::FacilityDataService.new(date_range: date_range)
+
+    puts "[YourAiInsight] Dry-run backfill for past #{days_back} days\n"
+    puts "=" * 60
+
+    puts "\n── Summary Dashboard Data ──\n"
+    data = svc.summary_dashboard_data
+    puts JSON.pretty_generate(data)
+
+    puts "\n── Compliance Audit Data ──\n"
+    data = svc.compliance_audit_data
+    puts JSON.pretty_generate(data)
+
+    puts "\n[YourAiInsight] Dry run complete. No API calls were made."
+  end
+
+  # ─────────────────────────────────────────────────────────────────────────
+  # STATS — print report table stats
+  # ─────────────────────────────────────────────────────────────────────────
+  desc "Print YourAiInsight report statistics"
+  task stats: :environment do
+    total      = YourAiInsight::AiReport.count
+    dashboards = YourAiInsight::AiReport.dashboards.count
+    compliance = YourAiInsight::AiReport.compliance.count
+    scheduled  = YourAiInsight::AiReport.scheduled.count
+    on_demand  = YourAiInsight::AiReport.on_demand.count
+    newest     = YourAiInsight::AiReport.recent.first
+    oldest     = YourAiInsight::AiReport.order(:created_at).first
+
+    puts "\n[YourAiInsight] Report Statistics"
+    puts "  Total reports:      #{total}"
+    puts "  Summary dashboards: #{dashboards}"
+    puts "  Compliance audits:  #{compliance}"
+    puts "  Scheduled:          #{scheduled}"
+    puts "  On-demand:          #{on_demand}"
+    puts "  Newest:             #{newest&.created_at&.strftime('%b %d, %Y %I:%M %p') || 'none'}"
+    puts "  Oldest:             #{oldest&.created_at&.strftime('%b %d, %Y %I:%M %p') || 'none'}"
+    puts ""
+  end
+
+  # ─────────────────────────────────────────────────────────────────────────
+  # CLEAR — delete all reports (use with care)
+  # ─────────────────────────────────────────────────────────────────────────
+  desc "Delete ALL YourAiInsight reports from the database (IRREVERSIBLE)"
+  task clear: :environment do
+    count = YourAiInsight::AiReport.count
+    puts "[YourAiInsight] This will permanently delete #{count} reports."
+    puts "  Type 'yes' to confirm or press Ctrl+C to abort:"
+    input = $stdin.gets.strip
+
+    if input.downcase == "yes"
+      YourAiInsight::AiReport.delete_all
+      puts "[YourAiInsight] ✓ Deleted #{count} reports."
+    else
+      puts "[YourAiInsight] Aborted."
+    end
+  end
+
+  # ─────────────────────────────────────────────────────────────────────────
+  # HELPERS — realistic fake report content
+  # ─────────────────────────────────────────────────────────────────────────
+
+  def fake_dashboard_report(seed)
+    scores  = [72, 68, 81, 55, 88, 76, 63, 91, 70, 84]
+    score   = scores[seed % scores.length]
+    jobs    = rand(18..62)
+    hold    = rand(0..6)
+    overdue = rand(0..14)
+    budget  = rand(120_000..450_000)
+    actual  = (budget * rand(0.75..1.15)).round
+
+    <<~REPORT
+      ## Overall Health Score: #{score}/100
+      Operations are #{score >= 80 ? 'performing well with minor areas to watch' : score >= 65 ? 'generally on track with several items requiring attention' : 'below target — immediate action recommended on several fronts'}.
+
+      ## Key Metrics at a Glance
+      - **Active jobs:** #{jobs} (#{hold} on hold)
+      - **Overdue tasks:** #{overdue}
+      - **Budget utilization:** $#{actual.to_s.reverse.gsub(/(\d{3})(?=\d)/, '\\1,').reverse} of $#{budget.to_s.reverse.gsub(/(\d{3})(?=\d)/, '\\1,').reverse} (#{((actual.to_f/budget)*100).round(1)}%)
+      - **Open bids awaiting decision:** #{rand(2..8)}
+      - **Pending budget requests:** #{rand(0..5)}
+
+      ## Job Pipeline Status
+      - **New:** #{rand(2..8)} jobs awaiting assignment
+      - **Active:** #{rand(8..20)} jobs currently in progress
+      - **Work Complete:** #{rand(3..10)} jobs pending final sign-off
+      - **On Hold:** #{hold} jobs — #{hold > 3 ? '⚠️ elevated hold count, review required' : 'within acceptable range'}
+      - **Priority breakdown:** #{rand(3..8)} Emergency / #{rand(5..12)} High / #{rand(10..25)} Normal
+
+      ## Budget & Cost Performance
+      - Total expense budget vs actual: #{actual > budget ? '**over budget by $' + (actual-budget).to_s + '** — investigate largest line items' : 'under budget by $' + (budget-actual).to_s + ' — on track'}
+      - **#{rand(1..4)} jobs** are running more than 15% over their task budgets
+      - Largest expense category: #{['HVAC', 'Electrical', 'Plumbing', 'General Maintenance'].sample}
+      - Average task cost variance: #{rand(-8..22)}%
+
+      ## Vendor & Bid Activity
+      - **#{rand(3..10)} bids** pending decision (oldest: #{rand(3..21)} days old)
+      - **#{rand(1..6)} pay requests** outstanding from vendors
+      - Top vendor by task count: #{['Allied Mechanical', 'ProElectric LLC', 'Summit HVAC', 'Reliable Plumbing'].sample}
+
+      ## Highlights
+      - #{rand(5..12)} jobs successfully finaled this period
+      - #{rand(60..85)}% of tasks completed on or before due date
+      - Budget requests processed within #{rand(2..7)} days average
+
+      ## Concerns
+      #{overdue > 5 ? '- ⚠️ **High overdue task count** — ' + overdue.to_s + ' tasks past due date' : '- **' + overdue.to_s + ' overdue tasks** — manageable but monitor closely'}
+      #{hold > 3 ? '- ⚠️ **' + hold.to_s + ' jobs on hold** — review individually for blockers' : ''}
+      #{actual > budget ? '- **Expense actuals exceed budget** — identify cost drivers' : ''}
+
+      ## Top 5 Recommended Actions
+      1. **Review #{hold} held jobs** — determine blockers and set target release dates
+      2. **Resolve #{overdue} overdue tasks** — assign responsible parties and new due dates
+      3. **Action pending bids** — #{rand(3..10)} bids over 5 days old without a decision
+      4. **Approve outstanding budget requests** — #{rand(0..5)} pending approval for over a week
+      5. **Process outstanding pay requests** — #{rand(1..6)} vendor pay requests awaiting approval
+    REPORT
+  end
+
+  def fake_compliance_report(seed)
+    overdue_tasks  = rand(2..15)
+    held_jobs      = rand(0..8)
+    pending_budget = rand(0..6)
+    open_bids      = rand(1..9)
+    pay_reqs       = rand(0..5)
+
+    <<~REPORT
+      ## Compliance Status Overview
+      Review period contains **#{overdue_tasks} overdue tasks**, **#{held_jobs} jobs on hold**, and **#{pending_budget} pending budget requests** requiring approval.
+      #{overdue_tasks > 8 || held_jobs > 5 ? '**Status: REQUIRES IMMEDIATE ATTENTION**' : '**Status: Monitor and action within 14 days**'}
+
+      ## ⚠️ Critical Items (Immediate Action Required)
+
+      #{held_jobs > 0 ? "### Jobs on Hold (#{held_jobs} total)\n" + held_jobs.times.map { |i| "- **Job ##{rand(1000..9999)}** — #{['Awaiting customer approval', 'Pending vendor availability', 'Budget request outstanding', 'Parts on order'].sample} (#{rand(3..45)} days on hold)" }.join("\n") : "No jobs currently on hold."}
+
+      #{overdue_tasks > 5 ? "### ⚠️ High Overdue Task Count\n- **#{overdue_tasks} tasks** are past their due date — this is above the acceptable threshold of 5\n- Oldest overdue task: #{rand(7..35)} days past due\n- Locations affected: #{rand(2..6)} sites" : ""}
+
+      ## ⚡ Warnings (Action Required Within 30 Days)
+
+      ### Pending Budget Requests (#{pending_budget})
+      #{pending_budget > 0 ? pending_budget.times.map { |i| "- Request ##{rand(100..999)}: **$#{rand(500..15000).to_s.reverse.gsub(/(\d{3})(?=\d)/, '\\1,').reverse}** — #{rand(3..28)} days pending — #{['HVAC repair', 'Electrical upgrade', 'Roof repair', 'Plumbing emergency', 'Equipment replacement'].sample}" }.join("\n") : "No pending budget requests."}
+
+      ### Open Bids (#{open_bids} without decision)
+      #{open_bids.times.map { |i| "- Bid ##{rand(200..999)}: **$#{rand(1200..35000).to_s.reverse.gsub(/(\d{3})(?=\d)/, '\\1,').reverse}** from #{['Allied Mechanical', 'ProElectric LLC', 'Summit HVAC', 'Reliable Plumbing', 'CoreTech Services'].sample} — received #{rand(4..30)} days ago" }.join("\n")}
+
+      ## Budget Request Audit
+      - **#{pending_budget} requests** currently pending approval
+      - Total pending amount: **$#{(pending_budget * rand(2000..8000)).to_s.reverse.gsub(/(\d{3})(?=\d)/, '\\1,').reverse}**
+      - Average days pending: #{rand(5..18)} days
+      - #{pending_budget > 3 ? '⚡ WARNING: Multiple requests aging past 14 days — escalate to approvers' : 'Approval pace is acceptable'}
+
+      ## Job Hold Audit
+      #{held_jobs > 0 ? "- #{held_jobs} jobs currently on hold\n- Longest held: #{rand(5..60)} days\n- Estimated revenue impact: $#{(held_jobs * rand(5000..20000)).to_s.reverse.gsub(/(\d{3})(?=\d)/, '\\1,').reverse}" : "- No jobs currently on hold ✓"}
+
+      ## Vendor Pay Request Audit
+      - **#{pay_reqs} pay requests** outstanding (not yet paid or declined)
+      #{pay_reqs > 0 ? "- Total outstanding: **$#{(pay_reqs * rand(3000..12000)).to_s.reverse.gsub(/(\d{3})(?=\d)/, '\\1,').reverse}**\n- Oldest: #{rand(3..21)} days pending" : "- All pay requests have been actioned ✓"}
+
+      ## Completed This Period
+      - ✓ #{rand(8..20)} jobs finaled
+      - ✓ #{rand(4..12)} budget requests approved
+      - ✓ #{rand(5..18)} pay requests processed
+
+      ## Recommendations
+      1. **Immediately review held jobs** — schedule daily stand-up until all hold reasons are resolved
+      2. **Clear overdue tasks** — assign a team lead to contact vendors/assignees for status updates
+      3. **Batch-process pending budget requests** — hold weekly approval meeting to clear backlog
+      4. **Respond to open bids** — bids older than 14 days may cause vendor relationships issues
+      5. **Process outstanding pay requests** — unpaid vendor invoices risk future service disruptions
+    REPORT
+  end
+
+  def fake_raw_data(type)
+    if type == "summary_dashboard"
+      {
+        period:       { from: 30.days.ago.to_s, to: Time.current.to_s },
+        jobs:         { total: rand(25..80), on_hold: rand(0..8), by_status: { "active" => rand(10..30), "new" => rand(3..10), "finaled" => rand(5..20) } },
+        tasks:        { total: rand(40..120), open: rand(15..50), overdue: rand(0..15), total_budget: rand(50000..300000).to_f, total_actual: rand(45000..320000).to_f },
+        bids:         { total: rand(10..40), pending: rand(2..10), accepted: rand(5..20) },
+        expenses:     { total_budget: rand(100000..500000).to_f, total_actual: rand(90000..520000).to_f },
+        budget_requests: { total: rand(5..20), pending: rand(0..6), approved: rand(3..12) }
+      }
+    else
+      {
+        period:                  { from: 30.days.ago.to_s, to: Time.current.to_s },
+        jobs_on_hold:            rand(0..8).times.map { { id: rand(1000..9999), name: "Job #{rand(1000..9999)}", status: rand(0..3) } },
+        overdue_tasks:           rand(2..15).times.map { { id: rand(100..999), name: "Task #{rand(100..999)}", complete: rand(5..30).days.ago.to_date } },
+        pending_budget_requests: rand(0..5).times.map { { id: rand(10..99), amount: rand(500..15000).to_f } },
+        open_bids_no_decision:   rand(1..9).times.map { { id: rand(100..999), amount: rand(1000..35000).to_f } },
+        outstanding_pay_requests:rand(0..5).times.map { { id: rand(10..99), amount: rand(2000..15000).to_f } }
+      }
+    end
+  end
+
+end

data/lib/your_ai_insight/configuration.rb

@@ -0,0 +1,168 @@
+module YourAiInsight
+  class Configuration
+    # ── Required ──────────────────────────────────────────────────────────────
+    attr_accessor :anthropic_api_key
+
+    # ── Model / Claude settings ───────────────────────────────────────────────
+    attr_accessor :claude_model   # default: claude-sonnet-4-20250514
+    attr_accessor :max_tokens     # default: 2048
+
+    # ── Multi-tenancy: scope data to current user's locations/customers ───────
+    # Proc receives current_user and returns an Array of location_ids, or nil for all.
+    # Example: config.location_scope = ->(user) { user.locations.pluck(:id) }
+    attr_accessor :location_scope
+
+    # Proc receives current_user and returns an Array of customer_ids, or nil for all.
+    attr_accessor :customer_scope
+
+    # ── Branding ──────────────────────────────────────────────────────────────
+    attr_accessor :company_name
+    attr_accessor :logo_url
+
+    # ── Scheduled report recipients ───────────────────────────────────────────
+    attr_accessor :default_recipients
+
+    # ── Schema mapping — pre-filled to match portal.allproifm.com schema.rb ──
+    # Only change these if you're installing in a different app with different names.
+
+    # jobs table
+    attr_accessor :jobs_table               # "jobs"
+    attr_accessor :jobs_status_col          # "status"       (integer enum)
+    attr_accessor :jobs_priority_col        # "priority"
+    attr_accessor :jobs_sales_price_col     # "sales_price"
+    attr_accessor :jobs_not_to_exceed_col   # "not_to_exceed"
+    attr_accessor :jobs_location_id_col     # "location_id"
+    attr_accessor :jobs_customer_id_col     # "customer_id"
+    attr_accessor :jobs_accepted_dt_col     # "accepted_dt"
+    attr_accessor :jobs_finaled_dt_col      # "finaled_dt"
+    attr_accessor :jobs_hold_col            # "hold"
+
+    # tasks table
+    attr_accessor :tasks_table              # "tasks"
+    attr_accessor :tasks_status_col         # "status"       (integer enum)
+    attr_accessor :tasks_budget_col         # "budget"
+    attr_accessor :tasks_actual_col         # "actual"
+    attr_accessor :tasks_job_id_col         # "job_id"
+    attr_accessor :tasks_complete_col       # "complete"     (date)
+    attr_accessor :tasks_start_col          # "start"        (date)
+
+    # bids table
+    attr_accessor :bids_table               # "bids"
+    attr_accessor :bids_status_col          # "status"
+    attr_accessor :bids_amount_col          # "amount"
+    attr_accessor :bids_actual_col          # "actual"
+    attr_accessor :bids_task_id_col         # "task_id"
+
+    # expenses table
+    attr_accessor :expenses_table           # "expenses"
+    attr_accessor :expenses_budget_col      # "budget"
+    attr_accessor :expenses_actual_col      # "actual"
+    attr_accessor :expenses_job_id_col      # "job_id"
+    attr_accessor :expenses_task_id_col     # "task_id"
+
+    # location_budgets table
+    attr_accessor :location_budgets_table   # "location_budgets"
+    attr_accessor :lb_location_id_col       # "location_id"
+    attr_accessor :lb_fiscal_year_col       # "fiscal_year"
+    # month1..month12 columns are assumed by name
+
+    # locations table
+    attr_accessor :locations_table          # "locations"
+    attr_accessor :locations_name_col       # "name"
+    attr_accessor :locations_customer_id_col# "customer_id"
+
+    # customers table
+    attr_accessor :customers_table          # "customers"
+    attr_accessor :customers_name_col       # "name"
+    attr_accessor :customers_status_col     # "status"
+
+    # budget_requests table
+    attr_accessor :budget_requests_table    # "budget_requests"
+    attr_accessor :br_status_col            # "status"       (integer enum)
+    attr_accessor :br_amount_col            # "amount"
+    attr_accessor :br_task_id_col           # "task_id"
+
+    # vendors / sub_contractors
+    attr_accessor :vendors_table            # "vendors"
+    attr_accessor :sub_contractors_table    # "sub_contractors"
+
+    def initialize
+      @claude_model   = "claude-sonnet-4-20250514"
+      @max_tokens     = 2048
+      @company_name   = "AllPro IFM"
+      @logo_url       = nil
+      @default_recipients = []
+
+      # jobs
+      @jobs_table             = "jobs"
+      @jobs_status_col        = "status"
+      @jobs_priority_col      = "priority"
+      @jobs_sales_price_col   = "sales_price"
+      @jobs_not_to_exceed_col = "not_to_exceed"
+      @jobs_location_id_col   = "location_id"
+      @jobs_customer_id_col   = "customer_id"
+      @jobs_accepted_dt_col   = "accepted_dt"
+      @jobs_finaled_dt_col    = "finaled_dt"
+      @jobs_hold_col          = "hold"
+
+      # tasks
+      @tasks_table        = "tasks"
+      @tasks_status_col   = "status"
+      @tasks_budget_col   = "budget"
+      @tasks_actual_col   = "actual"
+      @tasks_job_id_col   = "job_id"
+      @tasks_complete_col = "complete"
+      @tasks_start_col    = "start"
+
+      # bids
+      @bids_table       = "bids"
+      @bids_status_col  = "status"
+      @bids_amount_col  = "amount"
+      @bids_actual_col  = "actual"
+      @bids_task_id_col = "task_id"
+
+      # expenses
+      @expenses_table      = "expenses"
+      @expenses_budget_col = "budget"
+      @expenses_actual_col = "actual"
+      @expenses_job_id_col = "job_id"
+      @expenses_task_id_col= "task_id"
+
+      # location_budgets
+      @location_budgets_table = "location_budgets"
+      @lb_location_id_col     = "location_id"
+      @lb_fiscal_year_col     = "fiscal_year"
+
+      # locations
+      @locations_table           = "locations"
+      @locations_name_col        = "name"
+      @locations_customer_id_col = "customer_id"
+
+      # customers
+      @customers_table      = "customers"
+      @customers_name_col   = "name"
+      @customers_status_col = "status"
+
+      # budget_requests
+      @budget_requests_table = "budget_requests"
+      @br_status_col         = "status"
+      @br_amount_col         = "amount"
+      @br_task_id_col        = "task_id"
+
+      # vendors
+      @vendors_table         = "vendors"
+      @sub_contractors_table = "sub_contractors"
+    end
+  end
+
+  class << self
+    def configuration
+      @configuration ||= Configuration.new
+    end
+    alias config configuration
+
+    def configure
+      yield(configuration)
+    end
+  end
+end

data/lib/your_ai_insight/engine.rb

@@ -0,0 +1,17 @@
+require "your_ai_insight/version"
+require "your_ai_insight/configuration"
+
+module YourAiInsight
+  class Engine < ::Rails::Engine
+    isolate_namespace YourAiInsight
+
+    initializer "your_ai_insight.assets" do |app|
+      app.config.assets.paths << root.join("app/assets/stylesheets") rescue nil
+      app.config.assets.paths << root.join("app/assets/javascripts") rescue nil
+    end
+  end
+
+  # Custom errors
+  class ApiError           < StandardError; end
+  class ConfigurationError < StandardError; end
+end

data/lib/your_ai_insight/version.rb

@@ -0,0 +1,3 @@
+module YourAiInsight
+  VERSION = "1.0.7"
+end

data/lib/your_ai_insight.rb

@@ -0,0 +1,3 @@
+require "your_ai_insight/version"
+require "your_ai_insight/configuration"
+require "your_ai_insight/engine"