GenThrust RO Tracker

A modern, AI-powered web application for tracking aircraft parts sent to repair stations. Replaces manual Excel tracking with an intelligent, responsive interface that syncs with SharePoint and provides automated workflows, smart reminders, and natural language command processing.

Project Overview

The GenThrust RO Tracker is a comprehensive React-based dashboard that provides real-time visibility and intelligent automation for repair orders (ROs) of aircraft parts. It seamlessly integrates with Microsoft 365 services (SharePoint, Excel, Outlook, To Do) and features an AI assistant powered by Claude for natural language interaction and automated workflows.

Key Benefits

AI-Powered Assistant: Natural language commands via Claude AI (Ctrl+K)
Real-time Data: Directly reads from and writes to SharePoint Excel files
Intelligent Automation: Smart reminders, payment tracking, automatic archiving
Multi-Sheet Management: Active, Paid, NET, and Returns tracking
Shop Directory: Complete repair facility database with contact management
Email Integration: Built-in email composer with templates
File Attachments: Upload and manage documents per RO
Advanced Analytics: Dashboard with KPIs, trends, and overdue tracking
Dark Mode: Full dark/light theme support
Mobile Responsive: Optimized for all devices
Secure: Microsoft Azure AD authentication with MFA support

Features

🤖 AI Assistant (NEW!)

Natural Language Interface: Talk to your repair orders in plain English
Keyboard Shortcut: Press Ctrl+K anywhere to open AI Assistant
Powerful AI Tools:
- Update repair orders (status, cost, tracking, notes)
- Query and filter ROs with natural language
- Send reminder emails to shops
- Get RO summaries and analytics
- Archive completed repair orders
Streaming Responses: Real-time AI feedback as you type
Context-Aware: AI understands your RO and shop data
Activity Logs: Review all AI actions in text or Excel format

📊 Core Repair Order Management

Active RO Tracking: Real-time view of all in-progress repair orders
Multi-Sheet Archiving:
- Paid Sheet: Received and fully paid ROs
- NET Sheet: Received ROs awaiting NET payment (30/60/90 days)
- Returns Sheet: BER (Beyond Economic Repair), RAI (Return As Is), Cancelled
Smart Archiving: Automatically routes ROs based on payment terms and status
Status Lifecycle Management:
- TO SEND, WAITING QUOTE, APPROVED, BEING REPAIRED
- CURRENTLY BEING SHIPPED (inbound to shop), RECEIVED
- SHIPPING (outbound to customer), PAID, PAYMENT SENT
- RAI, BER
Status History Timeline: Visual timeline of all status changes with dates, costs, and notes
Approval Gates: Confirmation dialogs for critical archival actions
Business Rules Engine: Automatic next update date calculation per status

🏪 Shop Directory (NEW!)

Complete Shop Database: Manage repair facilities and vendors
Shop Details:
- Customer number, business name, full address
- Phone, toll-free, fax, email, website
- Primary contact person
- Payment terms (NET, COD, Prepaid, etc.)
- ILS code, last sale date, YTD sales
Search & Filter: Find shops by name, contact, email, location
CRUD Operations: Add, edit, delete shop records
Integration: Link ROs to shops with automatic lookup

📧 Email Integration (NEW!)

Built-in Email Composer: Send emails directly from the dashboard
Dynamic Templates:
- Quote request emails
- Follow-up status updates
- Approval confirmations
- Custom templates per RO status
Template Customization: Edit subject, body, recipients before sending
Email from RO Details: One-click email to shop from RO view
Email Logging: Track sent emails (planned)

📎 File Attachments (NEW!)

RO Document Management: Upload files to any repair order
Drag-and-Drop Upload: Easy file attachment
Multi-File Upload: Batch upload multiple documents
Storage Options:
- OneDrive (simple setup)
- SharePoint (enterprise organization)
File Operations: Upload, download, delete, view metadata
Organized Folders: Files auto-organized by RO number
Metadata Tracking: Created/modified dates, user, file size

⏰ Smart Reminders (NEW!)

Multiple Reminder Types:
- Microsoft To Do tasks
- Outlook Calendar events
- Combined (both To Do and Calendar)
Automatic Scheduling: Next update date calculated by business rules
NET Payment Reminders: Auto-create calendar events for NET30/60/90 payments
Status-Based Follow-ups:
- TO SEND: 3 days
- WAITING QUOTE: 14 days
- APPROVED: 7 days
- BEING REPAIRED: 10 days
- CURRENTLY BEING SHIPPED: 5 days
- RECEIVED: 3 days
- SHIPPING: 3 days
- PAID: Based on payment terms

📈 Dashboard & Analytics

Real-time Statistics:
- Total Active ROs, Overdue count
- Waiting for Quote, Approved, Being Repaired, Shipping
- Today's Due, 30+ Days Overdue
- On Track count
- Total & Estimated Values
Archive Statistics:
- Approved/Paid, Approved/NET
- RAI, BER, Cancelled
Visual KPI Cards: Color-coded cards with icons
Trend Indicators: See changes at a glance

🔍 Advanced Search & Filtering

Multi-Column Search: Search across RO number, shop, part, serial number, description
Smart Filters:
- Overdue ROs only
- Due this week
- High value (>$5000)
- Filter by shop
- Waiting for action
- Clear all filters
Active Filter Count: See how many filters applied
Column Sorting: Sort by RO number, status, date, cost

📦 Inventory File Viewer (NEW!)

Genthrust Inventory Access: View and access company inventory file
File Discovery: Automatic SharePoint file search
Workbook Structure: Display worksheets, tables, and columns
External Link: Open inventory directly in Excel Online

🎨 User Experience

Dark/Light Mode: Full theme support with system preference detection
Responsive Design: Optimized for desktop, tablet, and mobile
Toast Notifications: User-friendly feedback with Sonner
Loading States: Skeleton loaders and spinners
Confirmation Dialogs: Prevent accidental actions
Keyboard Shortcuts: Ctrl+K for AI Assistant
Smooth Animations: Modern transitions and effects

🔐 Authentication & Security

Microsoft Azure AD: Enterprise-grade authentication
Single Sign-On (SSO): Use your organization account
Multi-Factor Authentication (MFA): Additional security layer
Scope-Based Permissions: Granular API access control
Token Management: Automatic refresh, silent acquisition
No Hardcoded Secrets: All credentials in environment variables

🔧 Bulk Operations

Multi-Select: Select multiple ROs with checkboxes
Batch Actions:
- Bulk status updates
- Batch archiving
- Export to CSV
- Bulk delete (planned)

Tech Stack

Frontend

React 19.1 - Latest React with concurrent features
TypeScript 5.9 - Type-safe development
Vite 7 - Lightning-fast build tool and dev server
Tailwind CSS 3.4 - Utility-first CSS framework
Shadcn/UI - High-quality, accessible React components
Radix UI - Headless UI primitives for accessibility

AI & LLM

Anthropic Claude - Claude Sonnet 4 AI model
Streaming SDK - Real-time response streaming
Tool Use API - Structured function calling
Context Management - Maintains conversation history

Backend/Data

Microsoft Graph API - SharePoint, Excel, OneDrive, Outlook access
Azure AD / MSAL - Authentication and authorization
Excel Tables - Structured data in SharePoint Excel files
Microsoft To Do API - Task reminders
Microsoft Calendar API - Calendar event reminders

State Management & Data Fetching

TanStack Query (React Query) 5.90 - Server state, caching, synchronization
Sonner - Beautiful toast notifications

UI Libraries

Lucide React - Beautiful icon library (550+ icons)
class-variance-authority - Component variant management
tailwind-merge - Intelligent class merging

Development Tools

Vitest - Fast unit test runner
React Testing Library - Component testing
ESLint - Code quality and consistency
TypeScript ESLint - TypeScript-specific linting

Architecture Overview

┌─────────────────────────────────────────────────────────────────────┐
│                          User's Browser                              │
│  ┌────────────────────────────────────────────────────────────────┐ │
│  │                   React Application                             │ │
│  │  ├─ Components (UI, Dialogs, Tables)                           │ │
│  │  ├─ Hooks (Data fetching with React Query)                     │ │
│  │  ├─ Services (Excel, SharePoint, AI, Email, Reminders)        │ │
│  │  ├─ AI Agent (Claude Sonnet 4 with tool use)                  │ │
│  │  └─ MSAL (Authentication)                                      │ │
│  └────────────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────────┘
                                │
                                ↓
┌─────────────────────────────────────────────────────────────────────┐
│                       Microsoft Azure AD                             │
│                (Authentication & Authorization)                      │
│                     Multi-Factor Authentication                      │
└─────────────────────────────────────────────────────────────────────┘
                                │
                ┌───────────────┼───────────────┬──────────────────┐
                ↓               ↓               ↓                  ↓
    ┌──────────────────┐ ┌────────────┐ ┌─────────────┐ ┌────────────────┐
    │  Anthropic API   │ │  Graph API │ │  To Do API  │ │  Calendar API  │
    │  (Claude AI)     │ │ (SharePoint│ │ (Reminders) │ │  (Events)      │
    └──────────────────┘ │  & Excel)  │ └─────────────┘ └────────────────┘
                         └────────────┘
                              │
                              ↓
┌─────────────────────────────────────────────────────────────────────┐
│                        SharePoint Online                             │
│  ┌────────────────────────────────────────────────────────────────┐ │
│  │  Book.xlsx (Main Excel File)                                   │ │
│  │    ├─ RepairTable (Active repair orders)                       │ │
│  │    ├─ Paid (Completed & paid ROs)                              │ │
│  │    ├─ NET (Received, awaiting NET payment)                     │ │
│  │    └─ Returns (BER, RAI, Cancelled)                            │ │
│  │                                                                  │ │
│  │  Shops.xlsx (Shop Directory)                                    │ │
│  │    └─ ShopsTable (All repair facilities)                       │ │
│  │                                                                  │ │
│  │  Genthrust_Inventory.xlsx (Inventory File)                      │ │
│  │                                                                  │ │
│  │  RO Attachments/ (Document folders by RO number)               │ │
│  │    ├─ RO-12345/ (files for RO 12345)                           │ │
│  │    ├─ RO-12346/ (files for RO 12346)                           │ │
│  │    └─ ...                                                       │ │
│  │                                                                  │ │
│  │  AI_Logs/ (Daily AI activity logs)                             │ │
│  │    ├─ AI_Log_2025-01-13.xlsx                                   │ │
│  │    └─ ...                                                       │ │
│  └────────────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────────┘

Component Structure

Main Views

App.tsx - Root component, authentication, navigation
Dashboard.tsx - KPI cards, statistics, analytics
ROTable.tsx - Main repair orders table with search, filter, sort
ShopDirectory.tsx - Shop management interface

Dialogs & Modals

RODetailDialog.tsx - Comprehensive RO details with tabs
AddRODialog.tsx - Create new RO or edit existing
UpdateStatusDialog.tsx - Change status with validation and archiving
ApprovalDialog.tsx - Confirm archival decisions
ArchiveDestinationDialog.tsx - Choose PAID vs NET for unclear payment terms
EmailComposerDialog.tsx - Draft and send emails to shops
ReminderTypeDialog.tsx - Choose reminder type (To Do, Calendar, Both)
ShopManagementDialog.tsx - Add/edit shop information
LogsDialog.tsx - View AI activity logs

Feature Components

AIAgentDialog.tsx - Main AI assistant interface with streaming
AttachmentManager.tsx - File upload, download, delete interface
StatusTimeline.tsx - Visual status history timeline
StatusBadge.tsx - Color-coded status indicators
BulkActionsBar.tsx - Multi-select action toolbar
InventoryFileViewer.tsx - Inventory file display
ThemeToggle.tsx - Dark/light mode switcher

UI Components (shadcn/ui)

Button, Card, Badge, Input, Label, Checkbox
Dialog, Textarea, Table, Select, Dropdown Menu

Custom Hooks

Data Fetching

useROs() - Fetch all active repair orders
useArchivedROs(sheetName) - Fetch from specific archive
useShops() - Fetch all shops
useDashboardStats() - Calculate dashboard metrics
useInventoryFile() - Search and access inventory file
useAttachments(roNumber) - Fetch RO attachments

Data Mutations

useUpdateROStatus() - Update RO status
useAddRepairOrder() - Create new RO
useUpdateRepairOrder() - Edit existing RO
useBulkUpdateStatus() - Batch status updates
useArchiveRO() - Move RO to archive sheet
useDeleteRepairOrder() - Delete RO
useAddShop(), useUpdateShop(), useDeleteShop() - Shop CRUD
useUploadAttachment(), useDeleteAttachment() - File operations

Filters & State

useROFilters() - Manage filter state and active count
useTheme() - Theme state and toggle

Services

Core Services

`excelService.ts`

Handles all SharePoint/Excel operations for repair orders.

Key Methods:

getRepairOrders() - Fetch all ROs from Excel table
addRepairOrder(data) - Add new RO row
updateROStatus(rowIndex, status, notes, cost, deliveryDate) - Update RO fields
appendNote(rowIndex, note) - Add note to existing RO
moveROToArchive(rowIndex, targetSheet, targetTable) - Archive RO
deleteRepairOrder(rowIndex) - Delete RO
searchForFile(fileName) - Find file in SharePoint
listFileStructure(fileId) - Get workbook structure

Session Management:

Creates isolated workbook sessions for write operations
Prevents conflicts with concurrent users
Auto-closes in finally blocks

Date Handling:

Excel serial dates ↔ JavaScript Date conversion
Formula: (serialDate - 25569) * 86400 * 1000

`shopService.ts`

Manages shop/repair facility data.

Methods:

getShops() - Fetch all shops
addShop(data) - Create new shop
updateShop(rowIndex, data) - Edit shop
deleteShop(rowIndex) - Remove shop

`sharePointService.ts`

Handles file attachments and document management.

Methods:

uploadFile(roNumber, file) - Upload attachment
uploadMultipleFiles(roNumber, files) - Batch upload
listFiles(roNumber) - Get RO attachments
deleteFile(fileId) - Remove attachment
downloadFile(fileId) - Download file
getROFolderUrl(roNumber) - Get SharePoint folder URL

Storage Options:

SharePoint: Enterprise document libraries
OneDrive: Simple setup for small teams

`reminderService.ts`

Creates reminders and calendar events.

Methods:

createToDoTask(title, dueDate, notes) - Microsoft To Do task
createCalendarEvent(title, startDate, notes) - Outlook calendar event
createPaymentDueCalendarEvent({roNumber, shopName, amount, netDays}) - NET payment reminder

`loggingService.ts`

Logs AI interactions to SharePoint/OneDrive.

Methods:

logAIInteraction(action, details, result) - Log AI action
getAILogs(date) - Retrieve daily logs
Automatic Excel file creation with formatted entries

`anthropicAgent.ts`

Claude AI integration for natural language processing.

Features:

Claude Sonnet 4 model
Streaming responses
Tool use with structured schemas
Multi-turn conversations
Context-aware with RO and shop data

Methods:

processCommand(userMessage, context) - Process natural language command
continueConversation(messages) - Multi-turn chat
Handles tool execution and response streaming

`aiTools.ts`

Defines AI tool schemas and executors.

Available Tools:

update_repair_order - Update status, cost, tracking, notes, dates
query_repair_orders - Filter ROs by status, shop, date, cost, overdue
send_reminder_email - Email shops for status updates
get_repair_order_summary - Summarize RO details
archive_repair_order - Move completed ROs to archive
create_repair_order - Add new RO (planned)

Business Rules

Status-Based Next Update Calculation

Implemented in businessRules.ts:

TO SEND: Follow up in 3 days to confirm shipment
WAITING QUOTE: Follow up in 14 days for quote
APPROVED: Follow up in 7 days to check repair start
BEING REPAIRED: Follow up in 10 days for progress
CURRENTLY BEING SHIPPED: Follow up in 5 days for inbound delivery
RECEIVED: Follow up in 3 days for payment processing
SHIPPING: Follow up in 3 days to track delivery
PAID: Based on payment terms
- NET 30/60/90: Payment due in X days
- COD/Prepaid/Credit Card: No follow-up (complete)
- Wire Transfer: 3 days for processing
- Unknown terms: Default 30 days
PAYMENT SENT: Order complete, no follow-up
BER: No follow-up needed

Payment Terms Processing

Implemented in excelSheets.ts:

NET Detection: Regex pattern NET\s*(\d+) extracts days
- "NET 30", "NET30", "Net 60" → 30, 30, 60 days
Term Types:
- COD (Cash on Delivery)
- Prepaid
- Credit Card
- Wire Transfer / XFER
- NET 30/60/90

Archival Rules

Determined by status and payment terms:

RECEIVED Status:
- NET payment terms → NET archive (with payment reminder)
- Other payment terms → PAID archive
- Unclear/no terms → Prompt user to choose
PAID/PAYMENT SENT:
- PAID archive
BER/RAI:
- Returns archive
Other Statuses:
- Remain in Active sheet

Status Colors

TO SEND: Blue
WAITING QUOTE: Yellow
APPROVED: Green
BEING REPAIRED: Purple
CURRENTLY BEING SHIPPED: Cyan
RECEIVED: Teal
SHIPPING: Indigo
PAID/PAYMENT SENT: Gray
BER: Slate
Overdue: Red (overrides status color)

Data Models

RepairOrder

interface RepairOrder {
  // Identifiers
  id: string;
  roNumber: string;

  // Dates
  dateMade: Date;
  dateDroppedOff?: Date;
  estimatedDeliveryDate?: Date;
  currentStatusDate: Date;
  lastDateUpdated: Date;
  nextDateToUpdate: Date | null;

  // Shop & Part Info
  shopName: string;
  partNumber: string;
  serialNumber: string;
  partDescription: string;
  requiredWork: string;
  shopReferenceNumber?: string;

  // Costs
  estimatedCost?: number;
  finalCost?: number;
  terms?: string; // Payment terms

  // Status
  currentStatus: string;
  genThrustStatus?: string;
  shopStatus?: string;
  trackingNumber?: string;

  // Notes & History
  notes?: string;
  statusHistory?: StatusHistoryEntry[];

  // Calculated
  isOverdue: boolean;
  daysOverdue: number;
  checked?: boolean;
}

Shop

interface Shop {
  id: string;
  customerNumber: string;
  businessName: string;

  // Address
  addressLines: string[];
  city: string;
  state: string;
  zip: string;
  country: string;

  // Contact
  phone: string;
  tollFree?: string;
  fax?: string;
  email: string;
  website?: string;
  contact: string; // Primary contact name

  // Business
  paymentTerms: string;
  ilsCode?: string;
  lastSaleDate?: Date;
  ytdSales?: number;
}

StatusHistoryEntry

interface StatusHistoryEntry {
  status: string;
  date: Date;
  user: string;
  cost?: number;
  notes?: string;
  deliveryDate?: Date;
}

DashboardStats

interface DashboardStats {
  // Active RO Metrics
  totalActive: number;
  overdue: number;
  waitingQuote: number;
  approved: number;
  beingRepaired: number;
  shipping: number;
  dueToday: number;
  overdue30Plus: number;
  onTrack: number;

  // Financial
  totalValue: number;
  estimatedValue: number;

  // Archive Stats
  archiveStats: {
    approvedPaid: number;
    approvedNet: number;
    rai: number;
    ber: number;
    cancelled: number;
  };
}

Excel Column Mapping

RepairTable (Active Sheet)

Column Index  Field Name
────────────────────────────────────────
0             RO Number
1             Date Made
2             Shop Name
3             Part Number
4             Serial Number
5             Part Description
6             Required Work
7             Date Dropped Off
8             Estimated Cost
9             Final Cost
10            Terms (Payment Terms)
11            Shop Reference Number
12            Estimated Delivery Date
13            Current Status
14            Current Status Date
15            GenThrust Status
16            Shop Status
17            Tracking Number
18            Notes
19            Last Date Updated
20            Next Date to Update
21            Checked

Setup Instructions

Prerequisites

Node.js 18+ and npm
Azure AD App Registration with permissions:
- User.Read - User profile access
- Files.ReadWrite.All - Excel file read/write
- Sites.Read.All - SharePoint site access
- Tasks.ReadWrite - Microsoft To Do
- Calendars.ReadWrite - Outlook Calendar
SharePoint Site with Excel files
Excel Tables (not just worksheets) for data storage
Anthropic API Key for Claude AI

Installation

Clone the repository
```
cd repair-dashboard
```
Install dependencies
```
npm install
```

Create .env.local file

# Azure AD / MSAL Configuration
VITE_CLIENT_ID=your-azure-ad-client-id
VITE_TENANT_ID=your-azure-ad-tenant-id

# SharePoint Configuration
VITE_SHAREPOINT_SITE_URL=https://yourcompany.sharepoint.com/sites/YourSite
VITE_EXCEL_FILE_NAME=Book.xlsx
VITE_EXCEL_TABLE_NAME=RepairTable
VITE_SHOPS_FILE_NAME=Shops.xlsx
VITE_SHOPS_TABLE_NAME=ShopsTable

# Anthropic AI Configuration
VITE_ANTHROPIC_API_KEY=sk-ant-api03-...

# Storage Configuration (optional)
VITE_STORAGE_TYPE=sharepoint  # or "onedrive"
VITE_SHAREPOINT_SITE_ID=your-site-id  # if using SharePoint storage

Configure Azure AD App Registration
- Go to Azure Portal
- Navigate to Azure Active Directory → App registrations
- Create new registration or select existing
- Authentication:
  - Platform: Single-page application (SPA)
  - Redirect URIs:
    - http://localhost:5173 (development)
    - Your production URL
  - Implicit grant: Enable Access tokens and ID tokens
- API permissions (Microsoft Graph delegated):
  - User.Read (default)
  - Files.ReadWrite.All
  - Sites.Read.All
  - Tasks.ReadWrite
  - Calendars.ReadWrite
  - Click "Grant admin consent"
- Copy Client ID and Tenant ID to .env.local
Set up SharePoint Excel Files

Book.xlsx (Repair Orders):
- Upload Excel file to SharePoint document library
- IMPORTANT: Create Excel Tables (not just worksheets):
  - Select data range → Insert → Table (Ctrl+T)
  - Check "My table has headers"
  - Name tables:
    - Active repairs: RepairTable
    - Paid archive: Paid
    - NET archive: NET
    - Returns archive: Returns
- Column headers must match the mapping above
Shops.xlsx (Shop Directory):
- Create Excel table named ShopsTable
- Required columns:
  - Customer Number, Business Name, Address Lines
  - City, State, Zip, Country
  - Phone, Email, Contact, Payment Terms
Permissions:
- Ensure your account has Edit permissions on files
- All users need at least Read access
Get Anthropic API Key
- Sign up at anthropic.com
- Create API key
- Add to .env.local as VITE_ANTHROPIC_API_KEY
Run development server
```
npm run dev
```
Open browser
- Navigate to http://localhost:5173
- Sign in with your Microsoft account
- Press Ctrl+K to test the AI Assistant
- Start tracking repair orders!

Building for Production

npm run build

Outputs to /dist directory. Deploy to:

Azure Static Web Apps (recommended)
Netlify
Vercel
Any static hosting service

Production Environment Variables:

Set all VITE_* variables in your hosting platform
Ensure Azure AD redirect URI matches production URL
Update CORS settings if needed

Project Structure

repair-dashboard/
├── src/
│   ├── assets/                    # Static assets
│   │   └── GENLOGO.png           # Company logo
│   │
│   ├── components/               # React components
│   │   ├── ui/                  # shadcn/ui base components
│   │   │   ├── button.tsx
│   │   │   ├── card.tsx
│   │   │   ├── badge.tsx
│   │   │   ├── input.tsx
│   │   │   ├── label.tsx
│   │   │   ├── checkbox.tsx
│   │   │   ├── dialog.tsx
│   │   │   ├── textarea.tsx
│   │   │   ├── table.tsx
│   │   │   ├── select.tsx
│   │   │   └── dropdown-menu.tsx
│   │   ├── Dashboard.tsx         # Statistics dashboard
│   │   ├── ROTable.tsx          # Main repair orders table
│   │   ├── RODetailDialog.tsx   # RO details modal
│   │   ├── AddRODialog.tsx      # Create/edit RO modal
│   │   ├── UpdateStatusDialog.tsx    # Update status
│   │   ├── ApprovalDialog.tsx   # Archive approval
│   │   ├── ArchiveDestinationDialog.tsx  # PAID vs NET
│   │   ├── StatusBadge.tsx      # Status display
│   │   ├── StatusTimeline.tsx   # Status history
│   │   ├── ShopDirectory.tsx    # Shop management
│   │   ├── ShopManagementDialog.tsx  # Add/edit shops
│   │   ├── EmailComposerDialog.tsx   # Email interface
│   │   ├── ReminderTypeDialog.tsx    # Reminder options
│   │   ├── AIAgentDialog.tsx    # AI assistant
│   │   ├── LogsDialog.tsx       # AI activity logs
│   │   ├── AttachmentManager.tsx     # File uploads
│   │   ├── BulkActionsBar.tsx   # Multi-select actions
│   │   ├── InventoryFileViewer.tsx   # Inventory file
│   │   └── ThemeToggle.tsx      # Dark/light mode
│   │
│   ├── hooks/                   # Custom React hooks
│   │   ├── useROs.ts           # RO data fetching & mutations
│   │   ├── useShops.ts         # Shop data
│   │   ├── useROFilters.ts     # Filter state management
│   │   ├── useInventoryFile.ts # Inventory file access
│   │   └── useTheme.ts         # Theme state
│   │
│   ├── lib/                     # Core libraries
│   │   ├── excelService.ts     # Excel/SharePoint service
│   │   ├── shopService.ts      # Shop CRUD operations
│   │   ├── reminderService.ts  # To Do & Calendar
│   │   ├── loggingService.ts   # AI logging
│   │   ├── businessRules.ts    # Status & date logic
│   │   ├── emailTemplates.ts   # Email generation
│   │   ├── trackingUtils.ts    # Carrier detection
│   │   ├── exportUtils.ts      # CSV export
│   │   ├── msalConfig.ts       # Azure AD config
│   │   └── utils.ts            # Utility functions
│   │
│   ├── services/               # Backend services
│   │   ├── anthropicAgent.ts   # Claude AI integration
│   │   ├── aiTools.ts          # AI tool definitions
│   │   ├── aiParser.ts         # Command parsing
│   │   └── sharepoint.ts       # File attachments
│   │
│   ├── config/                 # Configuration
│   │   ├── anthropic.ts        # AI settings
│   │   ├── excelSheets.ts      # Sheet definitions
│   │   └── sharepoint.ts       # Storage config
│   │
│   ├── types/                  # TypeScript types
│   │   ├── index.ts           # Core types
│   │   ├── aiAgent.ts         # AI types
│   │   └── aiCommand.ts       # Command types
│   │
│   ├── App.tsx                # Root component
│   ├── main.tsx               # App entry point
│   └── index.css              # Global styles
│
├── .env.local                 # Environment variables (gitignored)
├── package.json              # Dependencies
├── tsconfig.json             # TypeScript config
├── vite.config.ts            # Vite config
├── tailwind.config.js        # Tailwind CSS config
├── postcss.config.js         # PostCSS config
├── components.json           # shadcn/ui config
└── README.md                 # This file

Key Technical Decisions

Why Claude AI (Anthropic)?

State-of-the-art natural language understanding
Tool use API for structured function calling
Streaming responses for real-time feedback
200K token context window (handles large datasets)
Strong reasoning capabilities for complex workflows

Why React Query (TanStack Query)?

Automatic caching and background updates
Built-in loading and error states
Automatic refetching on window focus
Optimistic updates support
Reduces boilerplate by 80%

Why Excel Tables vs Worksheets?

Microsoft Graph API only supports Excel Tables
Tables provide structured, queryable data
Automatic schema validation
Column name access (not just indexes)
Better for programmatic access

Why Workbook Sessions?

Provides isolated edit context
Prevents conflicts with concurrent users
Recommended by Microsoft for write operations
Ensures data consistency
Required for batch operations

Why Tailwind CSS?

Utility-first speeds up development
Highly customizable with CSS variables
Built-in dark mode support
Excellent performance (PurgeCSS)
Industry standard

Why shadcn/ui?

Copy-paste approach (full control over code)
Built on Radix UI (world-class accessibility)
Highly customizable
No package bloat (only includes used components)
TypeScript-first

Why MSAL Browser?

Official Microsoft authentication library
Handles token refresh automatically
Supports SSO and silent acquisition
Industry standard for Azure AD
Built-in error recovery

Common Issues & Solutions

"Table not found" Error

Cause: Data is in worksheet cells, not an Excel Table
Solution: Select data → Insert → Table → Name it correctly (e.g., "RepairTable")
Verify: Table appears in Excel's Table Design tab

"EditModeAccessDenied" Error

Cause: No edit permissions on Excel file
Solution: Check SharePoint permissions, ensure you have Edit access
Fix: File → Share → Grant Edit to your account

"access_denied" on Login

Cause: API permissions need admin consent
Solution: Azure AD admin must grant consent in App Registration → API permissions → Grant admin consent

Can't Log In / Popup Blocked

Cause: Browser blocking popup window
Solution: Allow popups for localhost or your domain
Alternative: App automatically falls back to redirect flow

Data Not Refreshing

Cause: React Query cache not invalidating
Solution: Click refresh button (top right) or wait for auto-refetch (30 seconds)
Force Refresh: F5 (browser reload)

AI Assistant Not Responding

Cause: Invalid or missing Anthropic API key
Solution: Verify VITE_ANTHROPIC_API_KEY in .env.local
Check: API key starts with sk-ant-api03-

Files Not Uploading

Cause: SharePoint permissions or incorrect site ID
Solution:
- Check VITE_STORAGE_TYPE setting
- Verify SharePoint site ID if using SharePoint storage
- Ensure OneDrive access if using OneDrive storage

NET Payment Reminders Not Creating

Cause: Missing Calendar/Tasks API permissions
Solution: Add Calendars.ReadWrite and Tasks.ReadWrite to Azure AD app

Dark Mode Colors Wrong

Cause: Theme variables not loaded
Solution: Check index.css has :root and .dark CSS variables
Reset: Clear browser cache, reload

Future Enhancements

Potential features for future development:

High Priority

Global search across all 4 tables (Active, Paid, NET, Returns)
Responsive mobile table layout
Advanced PDF/CSV export with filtering
Bulk email sending to multiple shops
Email send history tracking
RO edit history/audit log

Medium Priority

Power BI integration for advanced analytics
Gantt chart view for repair timelines
Cost trend analysis and forecasting
Shop performance metrics and ratings
Automated quote reminder escalation
Push notifications for overdue ROs

Low Priority

Contributing

This is an internal GenThrust project. For questions or issues:

Contact the development team
Submit issues via internal ticketing system
Request features via project management board

License

Proprietary - GenThrust XVII Internal Use Only

Quick Reference

Keyboard Shortcuts

Ctrl+K - Open AI Assistant
Esc - Close dialogs
Ctrl+F - Focus search (browser default)

AI Assistant Examples

"Update RO 12345 to RECEIVED status"
"Show me all overdue ROs from Duncan Aviation"
"Send a reminder email to StandardAero for RO 12346"
"What's the summary for RO 12347?"
"Archive RO 12348 to PAID"
"Show high value ROs over $10000"

Status Flow

TO SEND → WAITING QUOTE → APPROVED → BEING REPAIRED →
CURRENTLY BEING SHIPPED → RECEIVED → SHIPPING → PAID → PAYMENT SENT

Alternative endings:
→ BER (Beyond Economic Repair)
→ RAI (Return As Is)

Archive Routing

PAID Sheet: Received + non-NET payment terms
NET Sheet: Received + NET30/60/90 terms (creates reminder)
Returns Sheet: BER, RAI, Cancelled statuses

Built with ❤️ using Claude Code & Claude AI for GenThrust XVII

Last Updated: January 2025

Name		Name	Last commit message	Last commit date
.claude		.claude
.github/workflows		.github/workflows
backend		backend
netlify/functions		netlify/functions
repair-dashboard		repair-dashboard
.gitignore		.gitignore
DEPLOYMENT_GUIDE.md		DEPLOYMENT_GUIDE.md
README.md		README.md
netlify.toml		netlify.toml
package-lock.json		package-lock.json
package.json		package.json

Latest commit

History

Folders and files

Repository files navigation

GenThrust RO Tracker

Project Overview

Key Benefits

Features

🤖 AI Assistant (NEW!)

📊 Core Repair Order Management

🏪 Shop Directory (NEW!)

📧 Email Integration (NEW!)

📎 File Attachments (NEW!)

⏰ Smart Reminders (NEW!)

📈 Dashboard & Analytics

🔍 Advanced Search & Filtering

📦 Inventory File Viewer (NEW!)

🎨 User Experience

🔐 Authentication & Security

🔧 Bulk Operations

Tech Stack

Frontend

AI & LLM

Backend/Data

State Management & Data Fetching

UI Libraries

Development Tools

Architecture Overview

Component Structure

Main Views

Dialogs & Modals

Feature Components

UI Components (shadcn/ui)

Custom Hooks

Data Fetching

Data Mutations

Filters & State

Services

Core Services

excelService.ts

shopService.ts

sharePointService.ts

reminderService.ts

loggingService.ts

anthropicAgent.ts

aiTools.ts

Business Rules

Status-Based Next Update Calculation

Payment Terms Processing

Archival Rules

Status Colors

Data Models

RepairOrder

Shop

StatusHistoryEntry

DashboardStats

Excel Column Mapping

RepairTable (Active Sheet)

Setup Instructions

Prerequisites

Installation

Building for Production

Project Structure

Key Technical Decisions

Why Claude AI (Anthropic)?

Why React Query (TanStack Query)?

Why Excel Tables vs Worksheets?

Why Workbook Sessions?

Why Tailwind CSS?

Why shadcn/ui?

Why MSAL Browser?

Common Issues & Solutions

"Table not found" Error

"EditModeAccessDenied" Error

"access_denied" on Login

Can't Log In / Popup Blocked

Data Not Refreshing

AI Assistant Not Responding

Files Not Uploading

NET Payment Reminders Not Creating

`excelService.ts`

`shopService.ts`

`sharePointService.ts`

`reminderService.ts`

`loggingService.ts`

`anthropicAgent.ts`

`aiTools.ts`