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Unified App

Repo: savvydealer-adam/unified-app · Path: C:/Users/adam/unified-app · Owner: Adam Status: Prototype · % Done: 30 · Last commit: 2026-02-24 Deployed: Not deployed

What it is

A would-be unified internal business app meant to replace Freshdesk + Asana + Google Docs/Sheets + parts of Spinach with one AI-powered platform for client visibility, accountability, and workflow automation across SavvyDealer's 25+ dealership clients.

How it works

Planned stack: React frontend + FastAPI (or Node/Express) API + Supabase (Auth + Postgres + RLS) + WebSockets for real-time. Lucidchart process package + Asana export/analysis scripts drive the discovery work today. - Universal search across client data. - Client health dashboard + silent-churn early warning. - AI processing service for call transcripts. - Team accountability view + automated workflow UI.

Why it exists

Three pain points that compound as Savvy scales 10 to 40 employees: "can't find client info during calls," silent client churn, and 4–5 step post-call admin overhead (~1 hour per call). The goal is to replace the patchwork with one place to look.

What's done

  • Discovery: 40-question CEO interview (REQUIREMENTS.md, PROCESS-DISCOVERY.md).
  • Process maps: MASTER-PROCESS-MAP.md, WORKFLOWS.md, SYSTEM-DIAGRAMS.md.
  • Architecture doc (ARCHITECTURE.md) with layered system design.
  • Lucidchart-ready process package + client-launch v2 spec.
  • Asana export and template analysis scripts (asana_export.py, asana_templates.py, analyze_templates.py).
  • Google Drive/Docs scan scripts.

What's next

  • Backend scaffold (FastAPI or Node).
  • Frontend scaffold (React).
  • Data model migration.
  • Resolve scope overlap with DealerPulse before writing code.

Where the code lives

  • Docs: ARCHITECTURE.md, REQUIREMENTS.md, WORKFLOWS.md, PROCESS-DISCOVERY.md, MASTER-PROCESS-MAP.md, SYSTEM-DIAGRAMS.md.
  • Scripts: app.py, asana_export.py, asana_templates.py, analyze_templates.py, google_*.py.
  • Data: data/, diagrams/, scripts/, static/.

Integrations

Planned: Freshdesk (replace), Asana (replace), Google Docs/Sheets (replace), Spinach (consume), Discord, Google Calendar. Overlap: DealerPulse already ships CRM webhook + meeting notes; overlap needs to be reconciled.

Don't rebuild this — extend it

Scope overlaps heavily with DealerPulse (meeting notes, action items, client view). Before writing code here, confirm with Adam whether Unified App replaces Asana, Freshdesk, or both — and whether DealerPulse should be absorbed, kept as the notes module, or deprecated.