tilbudgivern/docs/COPILOT_MEMORY.md

Tilbudgivern - Project Memory

Use this file to keep AI assistants (Copilot, Claude, Cursor) aligned on project context. Reference this file explicitly in chat sessions.

Project Summary

Tilbudgivern is an AI-powered quote calculator for Danish carpenters, focused on roofing work. It uses OpenAI GPT-4 to generate professional quotes with auto-calculated materials and labor.

Mission Memory

This is the core mission and should guide product, UX, AI, and data decisions:

• Tilbudgivern must make it possible for a carpenter to stand with the customer, note a few roof measurements and short project notes, and get to a usable quote draft as fast as possible.
• The primary use case is mobile phone on site or laptop in the van, so speed, low friction, and strong defaults matter more than long forms.
• The system should reuse as much historical data as possible from both local Tilbudgivern projects and Ordrestyring history.
• Smart Packages are the operational backbone: they should be easy to choose, easy to edit, and contain realistic carpenter tasks, hours, materials, and pricing structure.
• AI should act as a carpenter-friendly writing and cleanup assistant: fix spelling and structure, turn rough notes into sharp customer-facing offer text, but never silently invent or change factual numbers.
• Every quote flow should create reusable historical learning signals, so the system gets better the more it is used.

Short version:

Fast field quote creation for carpenters, powered by reusable history, editable Smart Packages, and AI-assisted customer text.

Active Focus

• 2-minute quick quote flow for field use
• Reuse historical data from local projects + Ordrestyring in Smart Package selection
• Keep Smart Packages editable but prefilled from history
• Generate structured AI quote drafts from project/package/material/labor data
• Capture learning data from each completed quote flow
• Persist project workflow status in DB: geometry_complete -> smart_package_complete -> review_pending -> ready_for_ordrestyring -> sent_to_ordrestyring
• Show latest material pricelist freshness from persisted import logs/API in carpenter flow

Tech Stack Quick Reference

Component	Technology	Location
Frontend	React 18 + Material-UI	frontend/
Backend	Node.js/Express	backend/unified-server.js
Database	MariaDB	localhost:3306, db: tilbudgivern
AI	OpenAI GPT-4	backend/src/services/openaiService.js
Process	PM2	process: tilbudgivern-unified
Tests	Playwright, Jest	tests/, backend/__tests__/

Key Features

Smart Packages (15 packages)

Pre-configured roofing packages with auto-calculation:

• Tagdækning (B7, undertag, rygning)
• Tagrende & Nedløb (Lindab system)
• Tagvinduer (Velux montering)
• Brædder (vindskeder, sternbrædder)
• Specialarbejde (nedrivning, skortrende)

Roof Types (7 types)

1. Sadeltag (pitched) - default
2. Valmtag (hip)
3. Københavnertag
4. Fladtag (flat)
5. Pulttag (shed)
6. Tag med Kviste (dormers)
7. Mansardtag

Key Context Links

Architecture & Setup

• CLAUDE.md - Claude Code instructions
• docs/README.md - Documentation index
• docs/deployment/PM2_GUIDE.md - PM2 management
• docs/MISSION.md - Product mission and North Star

Features

• docs/features/SMART_PACKAGES_COMPLETE_CATALOG.md - All 15 packages
• docs/ROOF_TYPES_IMPLEMENTATION.md - 7 roof types with SVG
• docs/CARPENTER_UX_IMPROVEMENTS.md - Recent UX work

Integrations

• docs/api/ORDRESTYRING_API_INVENTORY.md - GraphQL API status
• docs/STARK_IMPORT_IMPLEMENTATION.md - Stark material import
• docs/features/BYGMA_IMPORT_FEATURE.md - Bygma price book

Testing

• docs/UI_TESTING_SETUP.md - Playwright & Selenium
• docs/CARPENTER_AGENT_GUIDE.md - Test data generation

System

• docs/LOGGING_SYSTEM.md - Structured logging
• docs/DATABASE_BACKUP_SETUP.md - Backup configuration

Danish Terminology

Danish	English
Tilbud	Quote/Offer
Tømrer	Carpenter
Tag	Roof
Materiale	Material
Pakke	Package
Pris	Price
Tagareal	Roof area
Rygning	Ridge
Tagrende	Rain gutter
Nedløb	Downspout
Spær	Rafters

Common Commands

npm run dev                    # Dev with hot reload
npm run build                  # Build frontend
pm2 restart tilbudgivern-unified  # Restart server
pm2 logs tilbudgivern-unified  # View logs
npm run test:pw                # Playwright tests
cd backend && npm test         # Jest tests

Environment

Required in backend/.env:

• OPENAI_API_KEY, DB_HOST, DB_USER, DB_PASSWORD, DB_NAME

Optional:

• ORDRESTYRING_API_TOKEN, OPENAI_ADMIN_KEY

Business-owned OpenAI setup:

• All OpenAI usage must use the shared business account configuration, not ad hoc personal/project credentials.
• Prefer the centralized backend config helpers over direct client initialization.

Workflow state memory:

• Final Review must not force sending. A carpenter must be able to leave a quote in ready_for_ordrestyring and return later.
• Frontend status displays should prefer persisted DB/API state over hardcoded assumptions.
• Material price freshness should come from persisted import logs such as Bygma/Stark import history, not from frontend-only state.

How to Use with AI Assistants

VS Code Copilot:

@workspace use COPILOT_MEMORY.md for context. Help me with [task].

Claude Code:

Reference CLAUDE.md and COPILOT_MEMORY.md for project context.

Cursor:

See .cursorrules and COPILOT_MEMORY.md for project context.

---

Last updated: 2026-03-29