ParsePort — Offer-to-Order Pipeline

→ Live demo

Vendor email / Excel price sheet → AI parses offers → human review → convert to order → track shipment → analytics dashboard.

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What this project does

• Offer parsing from email/spreadsheets — Paste vendor emails or upload .eml / .txt / .xlsx; AI extracts vendor, terms, line items, pricing, MOQs, and lead time into structured data.
• Order + shipment visibility — Pipeline board (New → Negotiating → Accepted → Ordered → In Transit → Delivered), shipment timeline, and Leaflet map with last known location.
• Multi-tenant security with RLS (Row Level Security) — All data scoped by org_id; roles admin, broker, and viewer; only admin/broker create or convert offers; storage policies restrict documents to the org.
• Edge Functions (Deno/TypeScript) business logic — Parsing, Excel import, offer-to-order conversion, mock shipment webhook, and KPI snapshot.
• Storage-backed documents + signed links — Original vendor emails and spreadsheets stored in a documents bucket; access via signed URLs and RLS.
• Analytics for revenue/margin/vendor performance — Recharts dashboard: total revenue, conversion rate, avg lead time, top vendors by revenue and pie share.

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Architecture

┌─────────────────────────────────────────────────────────────────────────────┐
│                           React (Vite + React Router)                         │
│  Offer Inbox │ Offer Review │ Pipeline │ Shipment View │ Analytics            │
└───────────────────────────────┬───────────────────────────────────────────────┘
                                │
        ┌───────────────────────┼───────────────────────┐
        │                       │                       │
        ▼                       ▼                       ▼
┌───────────────┐     ┌─────────────────┐     ┌─────────────────────┐
│ Supabase Auth │     │ PostgREST       │     │ Edge Functions       │
│ (magic link)  │     │ (tables/views)  │     │ (Deno/TypeScript)    │
└───────────────┘     └─────────────────┘     │ • parse-offer-email  │
        │                       │              │ • import-excel-offer │
        │                       │              │ • convert-offer-    │
        │                       │              │   to-order          │
        │                       │              │ • shipment-webhook- │
        │                       │              │   mock              │
        │                       │              │ • kpi-snapshot      │
        │                       │              └──────────┬──────────┘
        │                       │                         │
        │                       │                         ▼
        │                       │              ┌─────────────────────┐
        │                       │              │ OpenAI API           │
        │                       │              │ (structured extract) │
        │                       │              └─────────────────────┘
        │                       │
        │                       ▼
        │              ┌─────────────────────┐
        │              │ Storage (documents) │
        │              │ → signed URLs       │
        │              └─────────────────────┘
        │
        └──────────────► PostgreSQL + RLS (org_id isolation)

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Tech stack

Layer	Tech
Frontend	Vite, React 18, TypeScript, React Router, TanStack Query, Tailwind CSS, Recharts, Leaflet / react-leaflet
Backend	Supabase (Auth, PostgreSQL, Storage, Edge Functions)
AI	OpenAI API (GPT-4o-mini) for offer parsing
Excel	SheetJS (Edge Function) for price sheet import

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Getting started

1. Supabase project

1. Create a project at supabase.com.
2. Run migrations (SQL Editor or CLI):
   • supabase/migrations/20250101000001_initial_schema.sql
   • supabase/migrations/20250101000002_rls.sql
   • supabase/migrations/20250101000003_storage.sql
   • supabase/migrations/20250101000004_auth_profiles.sql
3. Create the documents storage bucket if not created by migration (Dashboard → Storage).
4. Set Edge Function secrets: OPENAI_API_KEY (for parse-offer-email).
5. Deploy Edge Functions (see below).

2. Frontend

cp .env.example .env
# Edit .env with VITE_SUPABASE_URL and VITE_SUPABASE_ANON_KEY

npm install
npm run dev

Open http://localhost:5173. Sign in with a magic link; the auth trigger creates a profile and default org and adds you as admin.

3. Demo script (5 minutes)

1. Log in → land on Offer Inbox.
2. Paste a messy vendor email (pricing + terms) → click Parse with AI.
3. Review results on Offer Review, fix one field if needed, click Approve → Negotiating, then Mark as Accepted.
4. Convert to order → order and shipment are created; offer moves to “Ordered”.
5. Trigger mock webhook (e.g. curl -X POST https://your-project.supabase.co/functions/v1/shipment-webhook-mock -H "Authorization: Bearer ANON_KEY" -H "Content-Type: application/json" -d '{}') → shipment timeline and map update.
6. Open Analytics → see revenue, top vendor chart, conversion rate, lead time.

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Supabase details

Tables (minimum viable)

• orgs, profiles, org_members — multi-tenant and roles.
• vendors, customers — CRM entities.
• offers, offer_items — parsed offers and line items.
• orders, order_items — orders created from offers.
• shipments, shipment_events — tracking and timeline.
• documents — metadata for files in Storage.

RLS

• All tables: SELECT only where org_id = auth.user_org_id().
• Writes: only for auth.user_org_role() in ('admin', 'broker').
• Storage: objects under path {org_id}/...; only that org’s members can read/write.

Edge Functions

Function	Purpose
parse-offer-email	Fetches offer by offer_id, sends raw_content to OpenAI, returns normalized JSON; updates offers.parsed_json and offer_items.
import-excel-offer	Downloads file from Storage, parses with SheetJS, column matcher, upserts offer_items and offers.parsed_json.
convert-offer-to-order	Creates order + order_items from offer (transactional), creates shipment, sets offer status to ordered.
shipment-webhook-mock	Appends a shipment event and updates shipment status/location for demo (no real carrier).
kpi-snapshot	Returns aggregated metrics: total revenue, conversion rate, avg lead time, top vendors.

Storage

• Bucket: documents. Used for vendor emails, spreadsheets, PDFs. Signed URLs for download; RLS restricts by org_id in path.

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Deploy Edge Functions

# Supabase CLI
supabase link --project-ref YOUR_REF
supabase functions deploy parse-offer-email --no-verify-jwt
supabase functions deploy import-excel-offer --no-verify-jwt
supabase functions deploy convert-offer-to-order --no-verify-jwt
supabase functions deploy shipment-webhook-mock --no-verify-jwt
supabase functions deploy kpi-snapshot --no-verify-jwt

Set OPENAI_API_KEY in Dashboard → Edge Functions → Secrets for parse-offer-email.

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License

MIT.