All imports are manual uploads. No live API connections yet. Real keys are read from environment variables and secret stores at runtime; never stored in the database.
.env.example ships empty placeholders only (XACTIMATE_API_KEY, XACTRESTORE_API_KEY, COMPANYCAM_API_KEY, TRELLO_API_KEY, TRELLO_TOKEN). Real values land in your local .env or a managed secret store, which is gitignored.Disabled providers are hidden — toggle in Company Rules. All providers ship manual-import-first.
Estimating file ingestion uses Xactimate export (.esx / .pdf). A direct API is not available yet — PDF / estimate export upload is the current path.
Demo connector ready for PDF/export imports
Insurance-grade estimate intake uses XactRestore export (PDF / XACT-format). Manual upload + auto-categorization into the Estimate asset type is the current path.
Demo connector ready for insurance estimate imports
CompanyCam direct API not wired yet. Upload photos manually via the External Imports tab on each job — pick the "CompanyCam Photos" quick preset for correct categorization.
Demo connector ready for photo evidence intake
Board / card / attachment sync. Photos from card attachments → ImportedAsset(assetType = PHOTO). Card text → CUSTOMER_NOTE / DOCUMENT / SCOPE_NOTE based on list membership.
Live Trello import plus demo-ready attachment routing
Direct upload of PDF / CSV / ZIP / estimate export / sketch upload. Auto-categorization matches filenames to asset types. Use this when a provider API is unavailable.
Local upload connector active
Reserved for future providers (e.g. Leading Edge data piped via Trello board). Configure per-job on the Job Imports tab.
Demo connector ready for future provider lanes
Phase 2 ships the data model; importer execution lights up alongside the first connected provider.
| Provider | Status | Started | Summary |
|---|---|---|---|
| TRELLO | COMPLETED | Jul 30, 2026 | Trello pull from card 6a35705e6bed67b4d05a6440: 3 new file(s), 0 previously imported. |
These provider interfaces are ready for real credentials later. For Monday, every service works in mock/manual/local mode — no third-party accounts required.
Send job packets, approval requests, material lists, and communications via email. Currently mock-only — messages are logged but not delivered.
SMTP_HOST, SMTP_PORT, SMTP_USER, SMTP_PASS, EMAIL_FROMReal SMTP / SendGrid / Resend provider when credentials are configured.
Copy text message to clipboard or open SMS link for phone numbers. No Twilio/API dependency for Monday.
TWILIO_ACCOUNT_SID, TWILIO_AUTH_TOKEN, TWILIO_PHONE_NUMBER (future)Twilio real send when credentials are configured.
Job photos, documents, and evidence stored locally under /uploads/. File serving via /api/files/[assetId].
none (local disk)S3-compatible cloud storage (AWS S3, Cloudflare R2, Backblaze B2) when configured.
Internal drag-and-drop deadline calendar at /calendar. Jobs auto-populate with packetDeadline = createdAt + 7 days.
none (internal)Google Calendar / Outlook 365 sync when OAuth credentials are added.
Supplier notes and manual pricing captured per material procurement row. No live price scraping.
none (manual entry)Supplier API pricing integration (e.g. Lowe's Pro, Home Depot Pro) when available.
Printable job packet at /jobs/[id]/packet with browser Print → Save as PDF. Clean light-surface output for professional delivery.
none (browser print)Server-side PDF generation (Puppeteer / headless Chrome) for automated batch export.
AI-assisted scope drafting, import review, and damage review. Currently shipping with a deterministic mock provider — no real AI API required.
AI_PROVIDER=mock (default), OPENAI_API_KEY= (future), ANTHROPIC_API_KEY= (future)Real provider support (OpenAI, Anthropic, Gemini, OpenRouter, Ollama local) when keys are configured in .env.
AI-assisted import classification analyzes uploaded assets (photos, documents, estimates, sketches, notes) and produces structured categorization suggestions. Mock provider mirrors the deterministic filename + keyword heuristics.
IMPORT_REVIEW_PROVIDER=mock (default), OPENAI_API_KEY= (for openai), ANTHROPIC_API_KEY= (for anthropic), AI_MODEL= (model override)Real AI classification (OpenAI GPT-4o, Anthropic Claude) for import review when provider + API key are configured.
AI-assisted floor plan review analyzes plan images and suggests room/door/window/marker placements. Mock provider uses deterministic room-completion + grid-layout heuristics.
FLOOR_PLAN_REVIEW_PROVIDER=mock (default), OPENAI_API_KEY= (for openai), ANTHROPIC_API_KEY= (for anthropic), AI_VISION_MODEL= (model override)Real AI vision analysis of floor plan images (GPT-4o, Claude 3.5 Sonnet) for room/door/window detection when provider + API key are configured.
AI-assisted damage review analyzes evidence and produces structured DamageFinding records. Mock provider ships realistic sample findings per room.
DAMAGE_REVIEW_PROVIDER=mock (default), OPENAI_API_KEY= (for openai), ANTHROPIC_API_KEY= (for anthropic), AI_VISION_MODEL= (model override)Vision-model damage review (GPT-4o, Claude 3.5 Sonnet, Gemini Vision) when provider + API key are configured.
Imported records land in ImportedAsset.assetType via these heuristics. Imported findings / concerns / scope items default to Needs Review — never auto-approve.
Valid assetType values: PHOTO · DOCUMENT · SKETCH · FLOORPLAN · ESTIMATE · INSURANCE_DOCUMENT · CUSTOMER_NOTE · SCOPE_NOTE · MEASUREMENT · OTHER
Valid status values: NOT_CONNECTED · CONNECTED · NEEDS_ATTENTION · ERROR · DISABLED
Valid auth types: OAUTH2 · API_KEY · NONE
Valid providers: XACTIMATE · XACTRESTORE · COMPANYCAM · TRELLO · MANUAL_IMPORT · INSURANCE_CARRIER · LEADING_EDGE · OTHER
Active workspace: Northwind Construction.