vip-coordinator/COPILOT_TOOLS_SUMMARY.md

# AI Copilot - New Tools Implementation Summary

**Date:** 2026-02-01
**Status:** ✅ Complete

## Overview

Successfully implemented 11 new tools for the AI Copilot service, enhancing its capabilities for VIP transportation logistics management. All tools follow established patterns, support name-based lookups, and integrate seamlessly with existing Signal and Driver services.

---

## HIGH PRIORITY TOOLS (5)

### 1. find_available_drivers_for_timerange
**Purpose:** Find drivers who have no conflicting events during a specific time range

**Inputs:**
- `startTime` (required): Start time of the time range (ISO format)
- `endTime` (required): End time of the time range (ISO format)
- `preferredDepartment` (optional): Filter by department (OFFICE_OF_DEVELOPMENT, ADMIN)

**Returns:**
- List of available drivers with their info (ID, name, phone, department, shift times)
- Message indicating how many drivers are available

**Use Cases:**
- Finding replacement drivers for assignments
- Planning new events with available resources
- Quick availability checks during scheduling

---

### 2. get_daily_driver_manifest
**Purpose:** Get a driver's complete schedule for a specific day with all event details

**Inputs:**
- `driverName` OR `driverId`: Driver identifier (name supports partial match)
- `date` (optional): Date in YYYY-MM-DD format (defaults to today)

**Returns:**
- Driver information (name, phone, department, shift times)
- Chronological list of events with:
  - VIP names (resolved from IDs)
  - Locations (pickup/dropoff or general location)
  - Vehicle details (name, license plate, type, capacity)
  - Notes
  - **Gap analysis**: Time between events in minutes and formatted (e.g., "1h 30m")

**Use Cases:**
- Daily briefings for drivers
- Identifying scheduling efficiency
- Planning logistics around gaps in schedule

---

### 3. send_driver_notification_via_signal
**Purpose:** Send a message to a driver via Signal messaging

**Inputs:**
- `driverName` OR `driverId`: Driver identifier
- `message` (required): The message content to send
- `relatedEventId` (optional): Event ID if message relates to specific event

**Returns:**
- Success status
- Message ID and timestamp
- Driver info

**Integration:**
- Uses `MessagesService` from SignalModule
- Stores message in database for history
- Validates driver has phone number configured

**Use Cases:**
- Schedule change notifications
- Urgent updates
- General communication with drivers

---

### 4. bulk_send_driver_schedules
**Purpose:** Send daily schedules to multiple or all drivers via Signal

**Inputs:**
- `date` (required): Date in YYYY-MM-DD format for which to send schedules
- `driverNames` (optional): Array of driver names (if empty, sends to all with events)

**Returns:**
- Summary of sent/failed messages
- Per-driver results with success/error details

**Integration:**
- Uses `ScheduleExportService` from DriversModule
- Automatically generates PDF and ICS files
- Sends via Signal with attachments

**Use Cases:**
- Daily schedule distribution
- Morning briefings
- Automated schedule delivery

---

### 5. find_unassigned_events
**Purpose:** Find events missing driver and/or vehicle assignments

**Inputs:**
- `startDate` (required): Start date to search (ISO format or YYYY-MM-DD)
- `endDate` (required): End date to search (ISO format or YYYY-MM-DD)
- `missingDriver` (optional, default true): Find events missing driver
- `missingVehicle` (optional, default true): Find events missing vehicle

**Returns:**
- Total count of unassigned events
- Separate counts for missing drivers and missing vehicles
- Event details with VIP names, times, locations

**Use Cases:**
- Scheduling gap identification
- Daily readiness checks
- Pre-event validation

---

## MEDIUM PRIORITY TOOLS (6)

### 6. check_vip_conflicts
**Purpose:** Check if a VIP has overlapping events in a time range

**Inputs:**
- `vipName` OR `vipId`: VIP identifier
- `startTime` (required): Start time to check (ISO format)
- `endTime` (required): End time to check (ISO format)
- `excludeEventId` (optional): Event ID to exclude (useful for updates)

**Returns:**
- Conflict status (hasConflicts boolean)
- Count of conflicts
- List of conflicting events with times and assignments

**Use Cases:**
- Preventing VIP double-booking
- Validating new event proposals
- Schedule conflict resolution

---

### 7. get_weekly_lookahead
**Purpose:** Get week-by-week summary of upcoming events

**Inputs:**
- `startDate` (optional, defaults to today): YYYY-MM-DD format
- `weeksAhead` (optional, default 1): Number of weeks to look ahead

**Returns:**
- Per-day breakdown showing:
  - Day of week
  - Event count
  - Unassigned event count
  - Arriving VIPs (from flights and self-driving)
- Overall summary statistics

**Use Cases:**
- Weekly planning sessions
- Capacity forecasting
- Resource allocation planning

---

### 8. identify_scheduling_gaps
**Purpose:** Comprehensive audit of upcoming schedule for problems

**Inputs:**
- `lookaheadDays` (optional, default 7): Number of days to audit

**Returns:**
- **Unassigned events**: Events missing driver/vehicle
- **Driver conflicts**: Overlapping driver assignments
- **VIP conflicts**: Overlapping VIP schedules
- Detailed conflict information for resolution

**Use Cases:**
- Pre-week readiness check
- Schedule quality assurance
- Proactive problem identification

---

### 9. suggest_vehicle_for_event
**Purpose:** Recommend vehicles based on capacity and availability

**Inputs:**
- `eventId` (required): The event ID to find vehicle suggestions for

**Returns:**
- Ranked list of vehicles with:
  - Availability status (no conflicts during event time)
  - Capacity match (seats >= VIP count)
  - Score-based ranking
- Separate list of recommended vehicles (available + sufficient capacity)

**Scoring System:**
- Available during event time: +10 points
- Has sufficient capacity: +5 points
- Status is AVAILABLE (vs RESERVED): +3 points

**Use Cases:**
- Vehicle assignment assistance
- Capacity optimization
- Last-minute vehicle changes

---

### 10. get_vehicle_schedule
**Purpose:** Get a vehicle's schedule for a date range

**Inputs:**
- `vehicleName` OR `vehicleId`: Vehicle identifier
- `startDate` (required): ISO format or YYYY-MM-DD
- `endDate` (required): ISO format or YYYY-MM-DD

**Returns:**
- Vehicle details (name, type, license plate, capacity, status)
- List of scheduled events with:
  - VIP names
  - Driver names
  - Times and locations
  - Event status

**Use Cases:**
- Vehicle utilization tracking
- Maintenance scheduling
- Availability verification

---

### 11. get_driver_workload_summary
**Purpose:** Get workload statistics for all drivers

**Inputs:**
- `startDate` (required): ISO format or YYYY-MM-DD
- `endDate` (required): ISO format or YYYY-MM-DD

**Returns:**
- Per-driver metrics:
  - Event count
  - Total hours worked
  - Average hours per event
  - Days worked vs total days in range
  - Utilization percentage
- Overall summary statistics

**Use Cases:**
- Workload balancing
- Driver utilization analysis
- Capacity planning
- Performance reviews

---

## Technical Implementation Details

### Module Updates

**CopilotModule** (`backend/src/copilot/copilot.module.ts`):
- Added imports: `SignalModule`, `DriversModule`
- Enables dependency injection of required services

**CopilotService** (`backend/src/copilot/copilot.service.ts`):
- Added service injections:
  - `MessagesService` (from SignalModule)
  - `ScheduleExportService` (from DriversModule)
- Added 11 new tool definitions to the `tools` array
- Added 11 new case statements in `executeTool()` switch
- Implemented 11 new private methods

### Key Implementation Patterns

1. **Name-Based Lookups**: All tools support searching by name (not just ID)
   - Uses case-insensitive partial matching
   - Provides helpful error messages with available options if not found
   - Returns multiple matches if ambiguous (asks user to be more specific)

2. **VIP Name Resolution**: Events store `vipIds` array
   - Tools fetch VIP names in bulk for efficiency
   - Creates a Map for O(1) lookup
   - Returns `vipNames` array alongside event data

3. **Error Handling**:
   - All tools return `ToolResult` with `success` boolean
   - Includes helpful error messages
   - Lists available options when entity not found

4. **Date Handling**:
   - Supports both ISO format and YYYY-MM-DD strings
   - Defaults to "today" where appropriate
   - Proper timezone handling with setHours(0,0,0,0)

5. **Conflict Detection**:
   - Uses Prisma OR queries for time overlap detection
   - Checks: event starts during range, ends during range, or spans entire range
   - Excludes CANCELLED events from conflict checks

### System Prompt Updates

Updated `buildSystemPrompt()` to include new capabilities:
- Signal messaging integration
- Schedule distribution
- Availability checking
- Vehicle suggestions
- Schedule auditing
- Workload analysis

Added usage guidelines for:
- When to use each new tool
- Message sending best practices
- Bulk operations

---

## Testing Recommendations

### Unit Testing
- Test name-based lookups with partial matches
- Test date parsing and timezone handling
- Test conflict detection logic
- Test VIP name resolution

### Integration Testing
- Test Signal message sending (requires linked Signal account)
- Test schedule export and delivery
- Test driver/vehicle availability checks
- Test workload calculations

### End-to-End Testing
1. Find available drivers for a time slot
2. Assign driver to event
3. Send notification via Signal
4. Get daily manifest
5. Send schedule PDF/ICS

---

## Usage Examples

### Finding Available Drivers
```typescript
// AI Copilot can now respond to:
"Who's available tomorrow from 2pm to 5pm?"
"Find drivers in the Office of Development who are free this afternoon"
```

### Sending Driver Notifications
```typescript
// AI Copilot can now respond to:
"Send a message to John Smith about the schedule change"
"Notify all drivers about tomorrow's early start"
```

### Bulk Schedule Distribution
```typescript
// AI Copilot can now respond to:
"Send tomorrow's schedules to all drivers"
"Send Monday's schedule to John Smith and Jane Doe"
```

### Schedule Auditing
```typescript
// AI Copilot can now respond to:
"Check next week's schedule for problems"
"Find events that don't have drivers assigned"
"Are there any VIP conflicts this week?"
```

### Workload Analysis
```typescript
// AI Copilot can now respond to:
"Show me driver workload for this month"
"Who's working the most hours this week?"
"What's the utilization rate for all drivers?"
```

---

## Files Modified

1. **G:\VIP_Board\vip-coordinator\backend\src\copilot\copilot.module.ts**
   - Added SignalModule and DriversModule imports

2. **G:\VIP_Board\vip-coordinator\backend\src\copilot\copilot.service.ts**
   - Added MessagesService and ScheduleExportService imports
   - Updated constructor with service injections
   - Added 11 new tool definitions
   - Added 11 new case statements in executeTool()
   - Implemented 11 new private methods (~800 lines of code)
   - Updated system prompt with new capabilities

---

## Build Status

✅ TypeScript compilation successful
✅ All imports resolved
✅ No type errors
✅ All new tools integrated with existing patterns

---

## Next Steps (Optional Enhancements)

1. **Add more filtering options**:
   - Filter drivers by shift availability
   - Filter vehicles by maintenance status

2. **Add analytics**:
   - Driver performance metrics
   - Vehicle utilization trends
   - VIP visit patterns

3. **Add notifications**:
   - Automatic reminders before events
   - Conflict alerts
   - Capacity warnings

4. **Add batch operations**:
   - Bulk driver assignment
   - Mass rescheduling
   - Batch conflict resolution

---

## Notes

- All tools follow existing code patterns from the CopilotService
- Integration with Signal requires SIGNAL_CLI_PATH and linked phone number
- Schedule exports (PDF/ICS) use existing ScheduleExportService
- All database queries use soft delete filtering (`deletedAt: null`)
- Conflict detection excludes CANCELLED events
- VIP names are resolved in bulk for performance

---

**Implementation Complete** ✅

All 11 tools are now available to the AI Copilot and ready for use in the VIP Coordinator application.