Architecture Map — Operations Director

Pages and Tabs

Leadership

📊 Leadership Dashboard Inline

Filejs/dashboard.js

ReadsTenancies, Transactions, Costs, Tenants, Properties, Rental Units, Businesses, Categories, Sub-Categories, Accounts

FeaturesFinancial KPIs, portfolio overview, tenancy metrics, 31-day cash flow forecast, AI analysis, balance calculator, strategic KPIs

Depends oncashflow.js, reconciliation.js, arrears.js, sync-bar.js, ai-assistant.js, quick-task.js

🎯 Objective & Strategy Iframe

Fileos/strategy/index.html

ReadsObjective & Strategy, Main Methods, Projects, Businesses

WritesObjective & Strategy, Main Methods, Projects

FeaturesQuarterly OKR wizard, strategy push to projects, AI boardroom mentor

📋 Plan Builder Iframe

Fileos/business-plan-builder/index.html

ReadsBusinesses

FeaturesBusiness launch plans with products, pricing, cost modelling per business

🚨 Cash Flow Voids Inline

Filejs/cfv.js

ReadsTenancies, Tenants, Transactions

FeaturesOverdue rent detection, arrears pipeline, comments, chase actions

AccessSub-tab of Leadership Dashboard (mega-tab bar)

Operations

✅ Tasks & Projects Iframe

Fileos/tasks/index.html

ReadsTasks, Projects, Businesses, Team Members

WritesTasks (create, update, complete, comment)

IntegrationsSlack notify worker (DMs on assign/complete)

Internal views:

My Day Task List Kanban Projects Capacity Recurring Contractor Tasks

🏢 Operations Iframe

Fileos/operations/index.html

ReadsTenants, Tenancies, Rental Units, Properties, Businesses

WritesTenants, Tenancies, Rental Units, Properties

Sub-tabs:

Tenants Tenancies Rental Units Properties Customers Compliance

📨 Inbound Comms Iframe

Filefollow-up.html

FeaturesEmail follow-up tracking, response management

⚙️ Systemisation Iframe

Fileos/systemisation/index.html

ReadsSystemisation Workflows, Workflow Steps

WritesSystemisation Workflows, Workflow Steps

🧠 Skills Library Inline

Filejs/skills.js, js/skills-data.js

FeaturesClaude Code and Cowork skills catalogue, search, filter

Finance (Accounts mega-tab)

💷 AR Fixed (Income) Inline

Filejs/income.js

ReadsTenancies, Tenants, Properties, Rental Units, Businesses

FeaturesRent roll, payment status, income breakdown by business

📤 AR Variable (Outbound Invoices) Inline

Filejs/ar-variable.js

ReadsOutbound Invoices (arVariable), Businesses

FeaturesOutbound invoice tracking, overdue monitoring, customer management

📋 AP Fixed (Costs) Inline

Filejs/costs.js

ReadsCosts, Transactions, Categories, Sub-Categories, Accounts

WritesCosts (status backfill, reconciliation fields)

FeaturesFixed cost tracking, reconciliation status, spending breakdown

🧾 AP Variable (Invoices) Inline

Filejs/invoices.js

ReadsInvoices (Gmail label "3. to pay"), Businesses

WritesInvoices (approve, mark paid, assign business)

IntegrationGmail Apps Script for invoice extraction

💰 Profit & Loss Inline

Filejs/pnl.js

ReadsTransactions, Costs, Tenancies, Businesses, Categories, Sub-Categories

FeaturesMonthly P&L, business breakdown, category drill-down, trend analysis

🔍 Transactions Inline

Filejs/transactions.js

ReadsTransactions, Accounts, Categories, Sub-Categories

WritesTransactions (split, categorise, reconcile)

FeaturesTransaction search, AI reconciliation, split management

🏦 Bank Accounts Inline

Filejs/fintable.js

ReadsAccounts (bank account sync data via FinTable)

FeaturesBank sync health monitoring, balance tracking, reconnection alerts

HR / Admin

👥 Team Members Iframe

Fileos/team/index.html

ReadsTeam Members, Businesses

Internal tabs:

Directory Org Chart Training Achievements

System

🔗 Site Map & Guides Inline

Filejs/sitemap.js

FeaturesPage registry, SOP version tracking, git sync status, integrity checks

⭐ AI Assistant Inline

Filejs/ai-assistant.js

IntegrationAnthropic API (via anthropic-proxy worker)

FeaturesContext-aware AI chat, tab-specific prompts, SOP awareness, streaming responses

Automation Flows

Contractor Task Flow (Slack to Airtable)

Slack #property-management

→

contractor-bot Worker

→

Airtable Tasks

contractor-bot Worker

→

Slack DM to Contractor

Intent classification (Claude Sonnet) → property matching → task creation → Slack confirmation + contractor DM

Task Notification Flow (Dashboard to Slack)

Dashboard (Tasks OS)

→

slack-notify Worker

→

Slack DM

Assign / reassign / complete / comment → lookup Slack user by email → post DM card

Apple Shortcuts (Voice Tasks / Forwarding)

Apple Watch / iPhone

→

apple-inbound Worker

→

Airtable Tasks

apple-inbound Worker

→

R2 (audio files)

→

Gmail (via Resend)

Voice task → Airtable | Text/voice forward → R2 storage + email via Resend

SMS Bridge (GoHighLevel to Gmail)

GoHighLevel (SMS)

→

sms-email-bridge Worker

→

Gmail (via Resend)

Polls GHL every 60 seconds → deduplicates via KV state → forwards new SMS to Gmail

AI Assistant

Dashboard AI Panel

→

anthropic-proxy Worker

→

Anthropic API

Gathers tab context + data → CORS proxy → Claude streaming response

Cloudflare Workers

🤖 contractor-bot Worker

URLcontractor-bot.kevinbrittain.workers.dev

TriggerSlack Event Subscriptions (messages)

KVSTATE (10-min session expiry)

R2contractor-bot-attachments

APIsAirtable, Slack, Anthropic (Sonnet)

Actionsnew_job, status_update, list_request, attach_photo

🔔 slack-notify Worker

URLslack-notify.kevinbrittain.workers.dev

TriggerHTTP POST from dashboard

CORSchaichoong.github.io only

Actionsassigned, reassigned, completed, comment

📱 apple-inbound Worker

URLapple-inbound.kevinbrittain.workers.dev

TriggerApple Shortcuts (HTTP POST)

R2apple-inbound-attachments

Endpoints/voice-task, /text-forward, /voice-forward, /files/{key}

💬 sms-email-bridge Worker

URLsms-email-bridge.kevinbrittain.workers.dev

TriggerCron (every 60 seconds)

KVSMS_STATE (persistent)

APIsGoHighLevel (poll), Resend (send)

🔄 anthropic-proxy Worker

PurposeCORS relay for Anthropic API calls from the dashboard

TriggerHTTP POST from AI Assistant panel

External Services

📊 Airtable Core Data

BaseappnqjDpqDniH3IRl

AuthPersonal Access Token (PAT)

Tables20 tables (see Data Model section)

Rate limit5 req/sec, with 4-attempt exponential backoff

MigrationMoving to Supabase (planned)

💬 Slack Messaging

Bot scopeschat:write, users:read, users:read:email, im:history, im:read, channels:history, files:read, im:write

Channels#property-management (contractor tasks)

DMsTask notifications to team members and contractors

🏦 FinTable Banking

PurposeBank account sync to Airtable (transactions + balances)

FlowFinTable → Airtable Accounts table → Dashboard reads

📧 Gmail / Google Apps Script Email

PurposeInvoice extraction from Gmail label "3. to pay"

ScriptGoogle Apps Script web app (GMAIL_SCRIPT_URL in config.js)

📱 GoHighLevel CRM / SMS

PurposeSMS inbox (inbound messages from tenants/prospects)

LocationdgsHwbYbp6xrhRGZr9ik

IntegrationPolled every 60s by sms-email-bridge worker

✉️ Resend Email API

PurposeTransactional email dispatch (from workers)

Fromsms@operationsdirector.co.uk

Used byapple-inbound, sms-email-bridge

🤖 Anthropic API AI

PurposeAI Assistant, AI commentary, intent classification

ModelsClaude Sonnet (contractor-bot), Claude (AI assistant)

AccessVia anthropic-proxy worker (CORS)

🚀 GitHub Pages Hosting

URLchaichoong.github.io/leadership-dashboard/

DeployPush to main → auto-deploy (2-3 min)

CIauto-bump-pagever.yml (bumps PAGE_REGISTRY versions)

Airtable Data Model (20 Tables)

Transactions

tbln0gzhCAorFc3zB

Used by: Dashboard, P&L, Costs, CFV, Reconciliation

Tenancies

tblN51a88qTDB6iMH

Used by: Dashboard, Income, CFV, Operations

Tenants

tblX4elTuu01gwBYh

Used by: Dashboard, Income, CFV, Operations

Costs

tblx5kvhzNEI5TFlS

Used by: Dashboard, AP Fixed, P&L, Reconciliation

Properties

tbl6f0OkAmTC2jbuG

Used by: Dashboard, Operations, Compliance

Rental Units

tblM3mZCR5kiEdWMj

Used by: Dashboard, Operations, Income

Tasks

tblqB8b22hKBL4PF1

Used by: Tasks OS, contractor-bot, apple-inbound

Businesses

tblpqkvWJJo8Uu25q

Used by: Most pages (filter dropdowns)

Storage

📦 Cloudflare KV: STATE KV

Used bycontractor-bot

PurposeMulti-turn conversation state (10-min TTL per session)

📦 Cloudflare KV: SMS_STATE KV

Used bysms-email-bridge

PurposeLast poll timestamp and forwarded count (persistent)

🗄️ R2: contractor-bot-attachments R2

Used bycontractor-bot

PurposePhoto attachments from Slack contractor messages

🗄️ R2: apple-inbound-attachments R2

Used byapple-inbound

PurposeAudio files from Apple Watch voice messages

💾 Browser localStorage Local

Keys_dlr_pat (auth token), sidebar section state, dashboard cache

Migration notePAT auth will be replaced by Supabase session tokens

Platform Architecture Map