Lanai Lifestyle — Intelligence Platform

A full-stack advisor portal and client-facing portal for Lanai Lifestyle, a luxury travel concierge company. Built with React + Vite (frontend), Twenty CRM (backend CRM), and a suite of Python/Flask AI microservices powered by Ollama (local LLM).

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Repository Structure

lanai/
├── lanai-portal/                  # React + Vite advisor & client portal
│   ├── client/src/
│   │   ├── pages/                 # All portal pages
│   │   │   ├── Dashboard.tsx      # Live CRM dashboard
│   │   │   ├── ClientsPage.tsx    # 1,200 CRM contacts (live GraphQL)
│   │   │   ├── TravelRequestsPage.tsx  # Pipeline opportunities (live)
│   │   │   ├── MembersPage.tsx    # Active members (live)
│   │   │   ├── ProposalEnginePage.tsx  # Streaming AI proposal co-pilot
│   │   │   ├── ClientPortalLogin.tsx   # Member-facing login (/client)
│   │   │   └── ClientPortalDashboard.tsx  # Member trip dashboard
│   │   └── components/            # Shared UI components
│   └── vite.config.ts             # Proxy config for CRM + AI services
│
├── lanai_ai/                      # Python/Flask AI microservices
│   └── pillars/
│       ├── whatsapp/app.py        # Port 5555 — WhatsApp AI triage
│       ├── proposals/app.py       # Port 5556 — Proposal engine (SSE streaming)
│       ├── intelligence/app.py    # Port 5557 — Client intelligence
│       ├── briefing/app.py        # Port 5558 — Morning briefing
│       └── chatwoot/app.py        # Port 5560 — Chatwoot unified inbox AI bridge
│
├── lanai_recommendations_presentation/  # Slide deck (HTML slides)
├── Lanai_Lifestyle_CRM_Handoff.md       # Technical handoff document
└── lanai_recommendations_outline.md     # Strategy recommendations

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Features

Advisor Portal (/)

• Dashboard — Live CRM stats: 1,200 clients, 129 open requests, 21 members, £106M pipeline
• Clients — Searchable table of all CRM contacts (live Twenty CRM GraphQL)
• Travel Requests — Pipeline view with stage filters (Enquiry → Booking)
• Members — Membership dashboard with Platinum/Gold/Silver tiers
• Proposal Co-Pilot — AI-powered proposal generator with:
  • Streaming mode: word-by-word SSE output from Ollama
  • Structured mode: expandable JSON sections
• Client Intelligence — AI scoring and insights per client
• Morning Briefing — Daily AI-generated digest
• WhatsApp Inbox — AI-triaged message management
• Chatwoot Unified Inbox — Centralized messaging across all channels (WhatsApp, web chat, email, Facebook, Twitter) with:
  • Real-time conversations from Chatwoot platform
  • AI-powered triage with intent detection, sentiment analysis, and urgency scoring
  • Smart draft replies generated by Ollama
  • CRM contact sync — automatic contact lookup and creation in Twenty CRM
  • Multi-channel support — unified view of all customer communications

Client Portal (/client)

• Secure PIN login (email + 4-digit PIN)
• Trip dashboard with itinerary view
• Travel request submission form
• WhatsApp quick-connect to advisor

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Tech Stack

Layer	Technology
Frontend	React 19, Vite 7, Tailwind CSS 4, shadcn/ui
CRM	Twenty CRM (self-hosted, GraphQL API)
AI / LLM	Ollama (llama3.2:3b), Flask, SSE streaming
Routing	Wouter
Styling	Tailwind CSS 4, Playfair Display + Inter fonts

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Local Development

Prerequisites

• Node.js 22+, pnpm
• Python 3.11+
• Twenty CRM running on port 3000
• Ollama running on port 11434 with llama3.2:3b model

Start the frontend

cd lanai-portal
pnpm install
pnpm dev
# Portal available at http://localhost:3001

Start AI microservices

cd lanai_ai/pillars/proposals && python3 app.py   # Port 5556
cd lanai_ai/pillars/intelligence && python3 app.py # Port 5557
cd lanai_ai/pillars/briefing && python3 app.py     # Port 5558
cd lanai_ai/pillars/whatsapp && python3 app.py     # Port 5555
cd lanai_ai/pillars/chatwoot && python3 app.py     # Port 5560

CRM Proxy

The Vite dev server proxies /crm/* to Twenty CRM on port 3000, injecting the API JWT token server-side. No token is exposed to the browser.

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API Endpoints

Chatwoot AI Bridge (port 5560)

Method	Path	Description
GET	/health	Health check endpoint
GET	/api/stats	Conversation statistics
GET	/api/conversations	List conversations (query: status, limit, offset)
GET	/api/conversations/<id>/messages	Get conversation messages
POST	/api/conversations/<id>/messages	Send message in conversation
POST	/api/conversations/<id>/ai-draft	Generate AI draft reply
GET	/api/contacts	List Chatwoot contacts
POST	/api/ai-triage	Run AI triage on message
POST	/api/ai-draft-reply	Generate AI draft reply
POST	/webhooks/chatwoot	Chatwoot webhook handler

Proposal Engine (port 5556)

Method	Path	Description
POST	/api/generate-proposal	Structured JSON proposal
POST	/api/generate-proposal-stream	SSE streaming markdown proposal
POST	/api/generate-itinerary	Day-by-day itinerary JSON

SSE Streaming Format

data: {"token": "word "}
data: {"token": "by "}
data: {"token": "word"}
data: [DONE]

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Presentation Deck

The lanai_recommendations_presentation/ directory contains 14 HTML slides covering:

1. Title — The Intelligence Layer
2. Executive framing
3. Six-pillar framework
4. Pillars 1–6 (WhatsApp, Proposals, Intelligence, Client Portal, Suppliers, AI Advisor)
5. Implementation roadmap
6. NEW: Live CRM Integration (implemented)
7. NEW: Client Portal (implemented)
8. NEW: Streaming Proposal Co-Pilot (implemented)
9. Closing

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Environment Variables

Portal Server

# Chatwoot Integration
CHATWOOT_URL=http://localhost:3000          # Chatwoot server URL
CHATWOOT_ACCESS_TOKEN=<chatwoot_token>      # Chatwoot API access token
CHATWOOT_ACCOUNT_ID=1                       # Chatwoot account ID
CHATWOOT_WEBHOOK_SECRET=<secret>            # Webhook verification secret
CHATWOOT_AI_BRIDGE_URL=http://localhost:5560 # Chatwoot AI bridge service

# CRM
VITE_CRM_TOKEN=<twenty_api_key>
VITE_CRM_URL=http://localhost:3000

Chatwoot AI Bridge Service

PORT=5560
CHATWOOT_URL=http://localhost:3000
CHATWOOT_ACCESS_TOKEN=<token>
CHATWOOT_ACCOUNT_ID=1
CHATWOOT_WEBHOOK_SECRET=<secret>
OLLAMA_MODEL=llama3.2:3b

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Built by Manus AI for Lanai Lifestyle — June 2026