Custom tier editor, brief analysis feeds matching, exportable questions
1. Custom tier editor: - Editable label + complexity dropdown per tier row - Add/remove tier rows - Presets populate editable fields (can be customised after) 2. Brief analysis feeds into matching: - Summary, channels, deliverable categories, objectives passed as context - Claude gets brief context when matching each asset for better accuracy - RFP analysis now improves matching quality, not just informational 3. Discovery questions: - "Copy to Clipboard" button for sharing with client - Brief Analysis sheet added to Excel export - Questions exported with priority, category, rationale Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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DJP
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4 changed files with 210 additions and 12 deletions
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@ -108,18 +108,20 @@ Guidelines:
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- Be generous with scoring when the match is semantically correct even if the naming differs."""
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def _match_single_asset(client_asset_name, client_asset_desc, volume, catalog_text, num_assets, tier_hint=""):
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def _match_single_asset(client_asset_name, client_asset_desc, volume, catalog_text, num_assets, tier_hint="", brief_context=""):
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"""Run a single match call to Claude (synchronous, for use in thread pool)."""
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tier_instruction = ""
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extra = ""
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if tier_hint:
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tier_instruction = f"\nCLIENT TIER: {tier_hint} — match to the {tier_hint} complexity variant if one exists.\n"
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extra += f"\nCLIENT TIER: {tier_hint} — match to the {tier_hint} complexity variant if one exists.\n"
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if brief_context:
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extra += f"\nBRIEF CONTEXT:\n{brief_context}\n"
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user_msg = f"""Match this client asset to the best GMAL equivalent(s):
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CLIENT ASSET:
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Name: {client_asset_name}
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Description: {client_asset_desc or 'No description provided'}
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Volume: {volume}{tier_instruction}
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Volume: {volume}{extra}
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FULL GMAL CATALOG ({num_assets} assets):
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{catalog_text}"""
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@ -147,11 +149,30 @@ async def match_client_assets(
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"""
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_clear_cancel(project_id)
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# Load project tier mapping if set
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# Load project for tier mapping and brief analysis
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import json as _json
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from app.models.project import Project
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proj_result = await db.execute(select(Project).where(Project.id == project_id))
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project = proj_result.scalar_one_or_none()
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# Extract brief analysis context for matching (if available)
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brief_context = ""
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if project and project.brief_analysis:
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try:
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analysis = _json.loads(project.brief_analysis)
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parts = []
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if analysis.get("summary"):
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parts.append(f"Brief summary: {analysis['summary']}")
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if analysis.get("channels"):
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parts.append(f"Channels: {', '.join(analysis['channels'])}")
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if analysis.get("deliverable_categories"):
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parts.append(f"Deliverable categories: {', '.join(analysis['deliverable_categories'])}")
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if analysis.get("objectives"):
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parts.append(f"Objectives: {', '.join(analysis['objectives'][:3])}")
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brief_context = "\n".join(parts)
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except _json.JSONDecodeError:
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pass
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tier_config = {}
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if project and project.tier_mapping:
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try:
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@ -265,6 +286,7 @@ async def match_client_assets(
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catalog_text,
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len(all_gmals),
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tier_hint,
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brief_context,
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)
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futures.append((snap, future))
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@ -92,7 +92,12 @@ async def export_ratecard_excel(db: AsyncSession, project: Project, efficiency_l
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ws2 = wb.create_sheet("Asset Detail")
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await _build_asset_detail_sheet(ws2, db, project, client_assets, gmals)
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# Sheet 3: Assumptions & Rates
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# Sheet 3: Brief Analysis (if available)
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if project.brief_analysis:
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ws_brief = wb.create_sheet("Brief Analysis")
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_build_brief_analysis_sheet(ws_brief, project)
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# Sheet 4: Assumptions & Rates
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ws_rates = wb.create_sheet("Assumptions & Rates")
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_build_assumptions_sheet(ws_rates, roles, lines)
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@ -272,6 +277,77 @@ async def _build_asset_detail_sheet(ws, db, project, client_assets, gmals):
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ws.column_dimensions[get_column_letter(i)].width = w
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BRIEF_FILL = PatternFill(start_color="1565C0", end_color="1565C0", fill_type="solid")
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PRIORITY_COLORS = {
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"red": Font(bold=True, color="D32F2F"),
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"amber": Font(bold=True, color="F57F17"),
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"green": Font(bold=True, color="2E7D32"),
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}
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def _build_brief_analysis_sheet(ws, project):
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"""Build the brief analysis sheet from stored JSON."""
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import json
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try:
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analysis = json.loads(project.brief_analysis)
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except (json.JSONDecodeError, TypeError):
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ws["A1"] = "No brief analysis available"
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return
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ws.cell(row=1, column=1, value=f"Brief Analysis - {project.name}").font = Font(bold=True, size=14)
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row = 3
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if analysis.get("summary"):
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ws.cell(row=row, column=1, value="SUMMARY").font = Font(bold=True)
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ws.cell(row=row, column=1).fill = BRIEF_FILL
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ws.cell(row=row, column=1).font = HEADER_FONT
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row += 1
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ws.cell(row=row, column=1, value=analysis["summary"]).alignment = Alignment(wrap_text=True)
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row += 2
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for section, label in [("objectives", "OBJECTIVES"), ("channels", "CHANNELS"),
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("deliverable_categories", "DELIVERABLE CATEGORIES"),
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("audiences", "AUDIENCES"), ("constraints", "CONSTRAINTS")]:
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items = analysis.get(section, [])
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if items:
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ws.cell(row=row, column=1, value=label).font = Font(bold=True)
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row += 1
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for item in items:
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ws.cell(row=row, column=1, value=f"• {item}")
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row += 1
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row += 1
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if analysis.get("complexity_assessment"):
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ws.cell(row=row, column=1, value=f"Complexity: {analysis['complexity_assessment'].upper()}").font = Font(bold=True)
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row += 2
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# Discovery questions
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questions = analysis.get("missing_info", [])
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if questions:
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ws.cell(row=row, column=1, value="DISCOVERY QUESTIONS").font = Font(bold=True, size=12)
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row += 1
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headers = ["Priority", "Category", "Question", "Rationale"]
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for col, h in enumerate(headers, 1):
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ws.cell(row=row, column=col, value=h).font = HEADER_FONT
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ws.cell(row=row, column=col).fill = BRIEF_FILL
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row += 1
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for q in questions:
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priority = q.get("priority", "")
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ws.cell(row=row, column=1, value=priority.upper())
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if priority in PRIORITY_COLORS:
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ws.cell(row=row, column=1).font = PRIORITY_COLORS[priority]
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ws.cell(row=row, column=2, value=q.get("category", ""))
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ws.cell(row=row, column=3, value=q.get("question", "")).alignment = Alignment(wrap_text=True)
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ws.cell(row=row, column=4, value=q.get("rationale", "")).alignment = Alignment(wrap_text=True)
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row += 1
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ws.column_dimensions["A"].width = 15
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ws.column_dimensions["B"].width = 20
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ws.column_dimensions["C"].width = 60
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ws.column_dimensions["D"].width = 40
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ASSUMPTIONS_FILL = PatternFill(start_color="4A148C", end_color="4A148C", fill_type="solid")
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INPUT_FILL = PatternFill(start_color="FFF9C4", end_color="FFF9C4", fill_type="solid")
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@ -671,6 +671,56 @@ span.conf-none { background: var(--color-danger); }
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color: var(--color-primary);
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}
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.tier-editor {
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margin-top: 10px;
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display: flex;
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flex-direction: column;
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gap: 6px;
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}
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.tier-editor-row {
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display: flex;
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align-items: center;
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gap: 8px;
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}
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.tier-input {
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width: 140px;
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font-size: 12px;
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padding: 6px 10px;
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}
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.tier-select {
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width: 120px;
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font-size: 12px;
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padding: 6px 10px;
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}
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.tier-arrow {
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color: var(--color-primary);
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font-weight: 700;
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font-size: 14px;
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}
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.tier-remove {
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background: none;
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border: 1px solid var(--color-border);
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color: var(--color-text-muted);
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border-radius: 4px;
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width: 24px;
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height: 24px;
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font-size: 14px;
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cursor: pointer;
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display: flex;
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align-items: center;
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justify-content: center;
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}
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.tier-remove:hover {
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color: var(--color-danger);
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border-color: var(--color-danger);
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}
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/* Refine Chat */
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.refine-box {
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background: var(--color-bg-card);
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@ -529,16 +529,54 @@ export default function ProjectView() {
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</div>
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</div>
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{tierMapping.tiers.length > 0 && (
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<div className="tier-tags">
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<div className="tier-editor">
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{tierMapping.tiers.map((t, i) => (
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<span key={i} className="tier-tag">
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<strong>{t.label}</strong> → {t.complexity}
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</span>
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<div key={i} className="tier-editor-row">
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<input
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className="input tier-input"
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value={t.label}
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onChange={e => {
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const updated = [...tierMapping.tiers];
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updated[i] = { ...updated[i], label: e.target.value };
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saveTierMapping(updated);
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}}
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placeholder="Label (e.g. Tier A)"
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/>
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<span className="tier-arrow">→</span>
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<select
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className="input tier-select"
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value={t.complexity}
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onChange={e => {
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const updated = [...tierMapping.tiers];
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updated[i] = { ...updated[i], complexity: e.target.value };
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saveTierMapping(updated);
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}}
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>
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<option value="simple">Simple</option>
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<option value="medium">Medium</option>
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<option value="complex">Complex</option>
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</select>
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<button
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className="tier-remove"
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onClick={() => {
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const updated = tierMapping.tiers.filter((_, idx) => idx !== i);
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saveTierMapping(updated);
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setTierPreset('');
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}}
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>×</button>
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</div>
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))}
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<button
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className="btn btn-secondary btn-sm"
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style={{ marginTop: 6 }}
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onClick={() => saveTierMapping([...tierMapping.tiers, { label: '', complexity: 'medium' }])}
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>
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+ Add Tier
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</button>
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</div>
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)}
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<div style={{ fontSize: 12, color: 'var(--color-text-muted)', marginTop: 8 }}>
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Set this before running AI matching. The AI will extract tier labels from the client document and match each to the correct GMAL complexity variant.
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Set tiers before running AI matching. The AI will extract tier labels from the client document and match each to the correct GMAL complexity variant.
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</div>
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</div>
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@ -651,7 +689,19 @@ export default function ProjectView() {
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{briefAnalysis.missing_info?.length > 0 && (
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<div className="analysis-section">
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<div className="analysis-label">Discovery Questions ({briefAnalysis.missing_info.length})</div>
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<div className="analysis-label" style={{ display: 'flex', alignItems: 'center', gap: 12 }}>
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Discovery Questions ({briefAnalysis.missing_info.length})
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<button
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className="btn btn-secondary btn-sm"
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onClick={() => {
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const text = briefAnalysis.missing_info.map((q: any, i: number) =>
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`${i+1}. [${q.priority.toUpperCase()}] ${q.category}\n ${q.question}\n Rationale: ${q.rationale}`
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).join('\n\n');
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navigator.clipboard.writeText(text);
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alert('Discovery questions copied to clipboard');
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}}
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>Copy to Clipboard</button>
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</div>
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<div className="discovery-questions">
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{briefAnalysis.missing_info.map((q: any, i: number) => (
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<div key={i} className={`discovery-q discovery-${q.priority}`}>
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