Harbor-AI

Harbor-AI is a wealth management software platform with AI-powered workflows.

It helps advisors import household financial data, analyze it, prepare for meetings, and safely update records from client call audio.

Core Features

• Spreadsheet data import
• Households list with server-side search/filter/pagination
• Household detail with full financial context
• AI insights generation
• AI advisor chat (household-aware)
• AI call intelligence (audio enrichment)
• AI meeting prep page
• Compliance check page

Feature Details (What They Do)

1) Spreadsheet Data Import

• Supports .csv, .xlsx, .xls
• Parses multi-sheet workbooks
• Maps variable source headers using aliases
• Imports households, members, accounts, and bank details
• Preserves extra columns for traceability

2) Households List

• Searches by household name (server-side)
• Supports server-side filters (alerts-only, health)
• Uses server-side pagination (15 rows/page)
• Shows KPI cards and opens full household detail on row click

3) Household Detail

• Shows summary, members, accounts, beneficiaries, and profile fields
• Includes charts + CSV breakdown
• Includes full CSV row inspector
• Shows data quality warnings with source hints

4) AI Insights

• Generates household-specific insights from stored data
• Produces concise action-oriented points for advisors

5) AI Advisor Chat

• Uses full household context for grounded responses
• Helps with follow-up questions and planning prompts

6) AI Call Intelligence (Audio Enrichment)

• Upload call audio for a selected household
• Transcribes + extracts structured updates
• Applies guarded merge rules (safe updates only)
• Shows applied, confirmed, and skipped outcomes
• Includes merge confirmation to prevent wrong-household updates

7) AI Meeting Prep

• Dedicated page for AI-assisted prep
• Generates summary, talking points, questions, next actions, and quick facts

8) Compliance Check

• Runs data-backed rule checks
• Supports server-side filtering and pagination
• Lets users drill down into the affected household

Tech Stack

• Frontend: React, TypeScript, Vite, Chart.js
• Backend: Node.js, Express, Zod, Multer
• Database: Postgres (hosted)
• File parsing: xlsx
• AI services:
  • speech-to-text provider (audio transcription)
  • LLM provider (insights, extraction, chat)

Prerequisites

• Node.js 20+
• npm
• Hosted Postgres project credentials
• API keys for speech-to-text and LLM services

Setup Guide

1) Database Setup

Run SQL scripts in order:

• backend/sql/001_init_tables.sql
• backend/sql/002_add_profile_json.sql

2) Backend Setup

Create backend/.env:

SUPABASE_URL=...
SUPABASE_SERVICE_ROLE_KEY=...
GROQ_API_KEY=...
CEREBRAS_API_KEY=...

Optional:

PORT=3001
HOST=0.0.0.0
CORS_ORIGIN=http://localhost:5173
GROQ_TIMEOUT_MS=30000
CEREBRAS_TIMEOUT_MS=20000

Run backend:

cd backend
npm install
npm run dev

3) Frontend Setup

Create frontend/.env:

VITE_API_URL=http://localhost:3001/api

Run frontend:

cd frontend
npm install
npm run dev -- --host

Key API Endpoints

• GET /api/households
• GET /api/households/kpis
• GET /api/households/:id
• POST /api/ingest
• POST /api/households/:id/generate-insights
• POST /api/chat
• POST /api/households/:id/enrich-audio
• POST /api/households/:id/meeting-brief
• GET /api/compliance
• GET /api/insights