UnifiedBeez Backend Architecture

Live Dashboard - Operations & Industry Modules

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Frame 1: Overview Frame 2: Tasks & Leads Frame 3: Reporting System Frame 4: Industry Modules Framework Frame 5: Healthcare & Restaurants Frame 6: Other Industries

🏢 FRAME 1: Operations & Industry Modules Overview

🎯 Purpose

The Operations & Industry Modules section provides internal business operation tools and industry-specific customizations. It includes task management, lead tracking, comprehensive reporting, templates library, and specialized modules for 10+ industries (Healthcare, Restaurants, Trades, Professional Services, E-commerce, Real Estate, Education, Automotive, Beauty, Events, Hospitality, and Non-profits).

✨ Core Operations Features

✅ Task Management

  • Create & assign tasks
  • Due dates & reminders
  • Task dependencies
  • Priority levels
  • Team collaboration
  • Progress tracking

🎯 Lead Management

  • Lead capture & tracking
  • Lead scoring
  • Pipeline management
  • Conversion tracking
  • Source attribution
  • Follow-up automation

📊 Reporting & Analytics

  • Pre-built reports
  • Custom report builder
  • Scheduled reports
  • Export to PDF/Excel
  • Dashboard widgets
  • KPI tracking

🏭 Industry Modules Supported

Industry Key Features Custom Fields Automations
Healthcare & Clinics Appointment booking, patient records, reminders Patient history, insurance, allergies Appointment confirmations, follow-ups
Restaurants & Food Reservations, orders, delivery tracking Dietary preferences, allergies, VIP status Reservation confirmations, order updates
Trades & Home Services Job scheduling, quotes, invoicing Property details, service history Quote follow-ups, appointment reminders
Professional Services Client management, project tracking Project status, billable hours Invoice reminders, project updates
E-commerce Order tracking, abandoned carts, inventory Order history, preferences, loyalty points Cart recovery, shipping updates, reviews
Real Estate Property listings, viewings, offers Budget, preferences, viewing history New listings, viewing confirmations
Education & Training Course enrollment, progress tracking Course history, certifications Course reminders, progress updates
Automotive Service appointments, vehicle tracking Vehicle details, service history Service reminders, recalls

🔗 See Also

→ Frame 2: Tasks & Lead Management | → Frame 4: Industry Modules Framework

✅ FRAME 2: Tasks & Lead Management

🏗️ Service Architecture

⚙️ Operations Service Architecture - Task & Lead Management

✅ TaskService
• create()
• assign()
• complete()
• remind()
🎯 LeadService
• capture()
• score()
• convert()
• track()
📊 ReportService
• generate()
• schedule()
• export()
📚 TemplateLibrary
• getTemplates()
• customize()
• activate()

💾 Database Schema

tasks

CREATE TABLE tasks ( id BIGSERIAL PRIMARY KEY, organization_id BIGINT NOT NULL REFERENCES organizations(id), title VARCHAR(500) NOT NULL, description TEXT, -- Association contact_id BIGINT REFERENCES contacts(id), lead_id BIGINT REFERENCES leads(id), conversation_id BIGINT REFERENCES conversations(id), -- Assignment assigned_to BIGINT REFERENCES users(id), assigned_team_id BIGINT REFERENCES teams(id), -- Scheduling due_date TIMESTAMP, due_time TIME, reminder_at TIMESTAMP, -- Status status VARCHAR(50) DEFAULT 'pending', -- 'pending', 'in_progress', 'completed', 'cancelled' priority VARCHAR(20) DEFAULT 'normal', -- Completion completed_at TIMESTAMP, completed_by BIGINT REFERENCES users(id), created_by BIGINT REFERENCES users(id), created_at TIMESTAMP DEFAULT NOW(), updated_at TIMESTAMP DEFAULT NOW(), INDEX idx_tasks_org (organization_id), INDEX idx_tasks_assigned (assigned_to), INDEX idx_tasks_due_date (due_date), INDEX idx_tasks_status (status) );

leads

CREATE TABLE leads ( id BIGSERIAL PRIMARY KEY, organization_id BIGINT NOT NULL REFERENCES organizations(id), contact_id BIGINT REFERENCES contacts(id), -- Lead details title VARCHAR(255), description TEXT, value_cents INT, -- Potential deal value -- Source tracking source VARCHAR(100), -- 'website', 'referral', 'campaign', 'manual' source_details JSONB DEFAULT '{}', -- Pipeline stage VARCHAR(100), -- 'new', 'contacted', 'qualified', 'proposal', 'negotiation', 'won', 'lost' -- Scoring score INT DEFAULT 0, -- Assignment assigned_to BIGINT REFERENCES users(id), -- Conversion converted_at TIMESTAMP, lost_reason TEXT, created_at TIMESTAMP DEFAULT NOW(), updated_at TIMESTAMP DEFAULT NOW(), INDEX idx_leads_org (organization_id), INDEX idx_leads_contact (contact_id), INDEX idx_leads_stage (stage), INDEX idx_leads_assigned (assigned_to) );

📡 API Endpoints

Method Endpoint Description
GET /api/operations/tasks Get all tasks
POST /api/operations/tasks Create new task
PATCH /api/operations/tasks/:id/complete Mark task as complete
GET /api/operations/leads Get all leads
POST /api/operations/leads Create new lead
PUT /api/operations/leads/:id/stage Update lead stage
POST /api/operations/leads/:id/convert Convert lead to customer

🔗 See Also

→ Frame 3: Reporting System

📊 FRAME 3: Reporting & Analytics System

📈 Report Categories

Conversation Reports

  • Total conversations by channel
  • Response time analysis
  • Resolution rate
  • Team performance
  • Peak hours analysis

Contact Reports

  • Contact growth over time
  • Segmentation analysis
  • Tag distribution
  • Engagement metrics
  • Lifecycle stage distribution

Automation Reports

  • Execution statistics
  • Success/failure rates
  • Performance optimization
  • ROI analysis
  • Most used templates

Sales & Revenue Reports

  • Lead conversion funnel
  • Revenue attribution
  • Pipeline value
  • Win/loss analysis
  • Sales team performance

📡 API Endpoints (Reporting)

Method Endpoint Description
GET /api/reports Get available reports
POST /api/reports/generate Generate report
GET /api/reports/:id/export Export report (PDF/Excel)
POST /api/reports/schedule Schedule recurring report

🔗 See Also

→ Frame 4: Industry Modules Framework

🏭 FRAME 4: Industry Modules Framework

🏗️ Extensibility Architecture

Industry modules are built on a flexible, template-based framework that allows customization of fields, workflows, automations, and UI elements specific to each industry vertical.

🏢 Industry Module Architecture - Layered Framework

🎯 Core Platform (UnifiedBeez)
📇 Contacts
📥 Inbox
⚡ Automations
📊 CRM
↓
🔧 Industry Module Layer
📋 Custom Fields Schema
• Industry-specific contact fields
• Custom merge fields
• Data validation rules
⚙️ Workflow Templates
• Pre-configured automations
• Industry best practices
• Compliance workflows
💬 Message Templates
• WhatsApp templates
• Email templates
• SMS templates
🎨 UI Customization
• Custom dashboard widgets
• Industry-specific views
• Specialized reports

💾 Database Schema

industry_modules

CREATE TABLE industry_modules ( id BIGSERIAL PRIMARY KEY, industry_key VARCHAR(100) NOT NULL UNIQUE, -- 'healthcare', 'restaurant', 'trades', etc. name VARCHAR(255) NOT NULL, description TEXT, icon VARCHAR(100), -- Module configuration custom_fields JSONB DEFAULT '[]', -- [{ key, label, type, validation }] automation_templates JSONB DEFAULT '[]', -- [{ name, trigger, actions }] message_templates JSONB DEFAULT '[]', -- [{ type, name, content }] ui_config JSONB DEFAULT '{}', -- { dashboardWidgets, customViews, navigation } is_active BOOLEAN DEFAULT TRUE, created_at TIMESTAMP DEFAULT NOW(), updated_at TIMESTAMP DEFAULT NOW(), INDEX idx_industry_modules_key (industry_key) );

organization_industry_settings

CREATE TABLE organization_industry_settings ( id BIGSERIAL PRIMARY KEY, organization_id BIGINT NOT NULL REFERENCES organizations(id), industry_module_id BIGINT REFERENCES industry_modules(id), -- Activated industry industry_key VARCHAR(100) NOT NULL, -- Custom configuration config JSONB DEFAULT '{}', -- Organization-specific customizations activated_at TIMESTAMP DEFAULT NOW(), INDEX idx_org_industry_org (organization_id) );

🔗 See Also

→ Frame 5: Healthcare & Restaurants Modules | → Frame 6: Other Industry Modules

🏥 FRAME 5: Healthcare & Restaurants Industry Modules

🏥 Healthcare & Clinics Module

Custom Fields

  • Patient ID: Unique patient identifier
  • Date of Birth: For age calculation
  • Insurance Provider: Insurance company
  • Policy Number: Insurance policy ID
  • Medical History: Past conditions, surgeries
  • Allergies: Drug allergies, food allergies
  • Current Medications: Active prescriptions
  • Emergency Contact: Name, phone, relationship

Automation Templates

  • Appointment Confirmation: Send reminder 24h before appointment
  • Post-Visit Follow-up: Check-in message 3 days after visit
  • Prescription Refill Reminder: Alert 7 days before refill due
  • Annual Checkup: Remind yearly for routine checkup
  • Lab Results Ready: Notify when results available
  • Vaccination Reminders: Flu shot, COVID booster alerts

Compliance Features

  • HIPAA Compliance: Encrypted data storage, access logs
  • Data Retention: 7-year medical record retention
  • Patient Consent: Track consent for communications
  • Audit Trail: Log all access to patient records

🍽️ Restaurants & Food Service Module

Custom Fields

  • Dietary Preferences: Vegetarian, vegan, gluten-free
  • Food Allergies: Nuts, dairy, shellfish, etc.
  • Favorite Dishes: Most ordered items
  • Seating Preference: Indoor, outdoor, bar
  • Occasion Tags: Birthday, anniversary, date night
  • VIP Status: Regular, VIP, influencer
  • Reservation History: Booking frequency

Automation Templates

  • Reservation Confirmation: Send WhatsApp with booking details
  • Day-of Reminder: 2-hour reminder before reservation
  • Post-Dining Feedback: Request review 2 days after visit
  • Birthday Promotion: Special offer on customer's birthday
  • Re-engagement: "We miss you" message after 30 days
  • Order Ready Notification: Takeout order ready for pickup

Special Features

  • Table Management: Track reservations by table
  • Waitlist System: Automated waitlist notifications
  • Order Tracking: Real-time delivery/takeout status
  • Loyalty Program: Points, rewards, tier management

🔗 See Also

→ Frame 6: Other Industry Modules

🏗️ FRAME 6: Other Industry Modules

🔧 Trades & Home Services

Industries: Plumbing, HVAC, Electrical, Landscaping, Cleaning

Key Fields: Property type, service history, equipment details, job value

Automations: Quote follow-up, appointment reminders, post-job feedback, seasonal maintenance

💼 Professional Services

Industries: Consulting, Legal, Accounting, Marketing

Key Fields: Project status, billable hours, retainer, deliverables

Automations: Invoice reminders, project milestones, contract renewals

🛒 E-commerce

Key Fields: Order history, cart items, product preferences, loyalty tier

Automations: Abandoned cart recovery, shipping updates, review requests, product recommendations

🏠 Real Estate

Key Fields: Budget range, location preferences, property type, viewing history

Automations: New listing alerts, viewing confirmations, offer follow-ups

🎓 Education & Training

Key Fields: Course enrollments, completion status, certifications

Automations: Course reminders, progress nudges, certificate delivery

🚗 Automotive

Key Fields: Vehicle make/model/year, service history, mileage

Automations: Service reminders, recall notifications, appointment booking

💅 Beauty & Wellness

Key Fields: Service preferences, stylist, product purchases

Automations: Appointment reminders, rebooking prompts, birthday offers

📡 API Endpoints (Industry Modules)

Method Endpoint Description
GET /api/industry-modules Get available industry modules
GET /api/industry-modules/:key Get industry module details
POST /api/industry-modules/:key/activate Activate industry module for organization
GET /api/industry-modules/:key/templates Get industry-specific templates

⚙️ AWS Infrastructure

Industry Modules Infrastructure

  • RDS PostgreSQL: Store industry configurations and org settings
  • S3: Store industry template files (PDFs, images)
  • Lambda: Industry-specific data processing
  • CloudFront: Serve industry template assets
  • SQS: Queue industry-specific automation executions

🔗 See Also

→ Complete Architecture Map | → Back to Home

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