c-lars-pipeline

C-LARS Pipeline

Custom opportunity/quote/job pipeline management for C-LARS. Replaces WorkflowMax (WFM) with a system that actually understands the C-LARS commercial sequence (Spares / EPS / Refurbishment / Service) and the governing document hierarchy.

Status: P0 in active development. See C:\Users\WesYoakum\.claude\plans\mutable-dreaming-liskov.md for the full P0 plan (milestones M1–M8).

Stack

Layer	Tech
Hosting	Cloudflare Pages (project `c-lars-pms`, legacy name retained)
Server logic	Pages Functions (`functions/**`)
Database	D1 (SQLite) — `c-lars-pms-db` (legacy name retained)
File storage	R2 — `c-lars-pms-docs` (legacy name retained)
Auth	Cloudflare Access (Google / Microsoft SSO, `@c-lars.com`)
UI	Server-rendered HTML + HTMX + Alpine.js (no build step)
Domain	Pages `c-lars-pms.pages.dev` (custom domain not yet wired)

The Cloudflare Pages project, D1 database, and R2 bucket keep their legacy c-lars-pms* names. Cloudflare doesn’t support renaming Pages projects in place; D1/R2 renames would require data migration. These are internal Cloudflare IDs, never user-visible — once a custom domain is wired up, the *.pages.dev URL becomes invisible too.

Repository layout

.
├── functions/         Cloudflare Pages Functions (server)
│   ├── _middleware.js   Access JWT decode + user upsert
│   ├── index.js         Dashboard (landing page)
│   ├── api/v1/...       JSON API (federation + WFM import)
│   ├── opportunities/   HTML pages for opportunities
│   ├── accounts/        HTML pages for accounts
│   ├── contacts/        HTML pages for contacts
│   ├── jobs/            HTML pages for jobs
│   └── lib/             Shared server helpers
├── migrations/        D1 SQL migrations (0001_initial.sql, ...)
├── public/            Static assets (CSS, vendored JS)
├── scripts/           CLI utilities (wfm-import.mjs)
├── workers/cron/      Sidecar Worker that triggers daily sweep
├── wrangler.jsonc     Pages + D1 + R2 binding config
└── package.json

Development loop

One-time setup:

npm install

Apply migrations to the remote D1 (first deploy only, then as new migrations are added):

npm run migrate:remote

Run a local dev server against remote bindings:

npx wrangler pages dev . --remote

Cloudflare Access protects the Pages site, not local dev. During local dev the middleware falls back to a stub “dev user” so you can iterate without an Access JWT.

Deploy

main branch auto-deploys to Cloudflare Pages. Preview deploys land on *.c-lars-pms.pages.dev behind the same Access policy.

Cloudflare resources

Resource	Name	ID / Binding
D1 database	`c-lars-pms-db`	`50f45535-8f4d-4428-8da1-d4ce4bd24d6e` → `DB`
R2 bucket	`c-lars-pms-docs`	→ `DOCS`
Pages project	`c-lars-pms`	github.com/wesyoakum/c-lars-pipeline (branch `main`)
Cron Worker	`c-lars-pipeline-cron`	Daily sweep at 14:00 UTC

AI / LLM integration

C-LARS Pipeline uses two providers, both routed through Cloudflare AI Gateway when configured (see functions/lib/ai-gateway.js):

Provider	Used for	Client
OpenAI	Audio transcription (Whisper / gpt-4o-transcribe)	`functions/lib/openai.js`
Anthropic	Classification, extraction, narratives, NBA, RFQ intake	`functions/lib/anthropic.js`

Every prompt that leaves Pipeline passes through functions/lib/ai-redact.js, which:

Tokenizes prices ( $PRICE_1$ ) and part numbers ( $PN_1$ ) every time — the model never sees real dollar figures or PNs.
Applies the per-record share_with_ai policy on accounts and opportunities (migration 0050):
- full (default) — names flow through unchanged.
- alias — customer/contact names replaced with the account alias or a stable pseudonym (Customer-A).
- block — record is excluded from every AI feature.

Required secrets (set via wrangler pages secret put):

OPENAI_API_KEY
ANTHROPIC_API_KEY
AI_GATEWAY_ACCOUNT_ID   # optional, enables Cloudflare AI Gateway
AI_GATEWAY_NAME         # optional, enables Cloudflare AI Gateway

Governing documents (reference)

Pipeline enforces the commercial sequence defined by:

C-LARS Commercial Document Governance and Sequencing Rev A
C-LARS General Terms and Conditions of Sale and Services Rev A
C-LARS Limited Warranty Policy Rev A
C-LARS Refurbishment SOP Rev A
C-LARS Field Service Day Rate Schedule Rev A

All four revisions are seeded into the governing_documents table so quote submissions can snapshot “which rev applied at the time.”