feat: unify ai chat context to just platform

Author: MSevey

src/App.tsx

@@ -51,15 +51,10 @@ function AppContent() {
   const { isAuthenticated } = useAuth();
   const isAuthRoute = ['/login', '/signup', '/verify', '/auth/verify'].includes(location.pathname);
 
-  // Determine application context based on route
-  const appContext = location.pathname.startsWith('/credit') ? 'credit-app' :
-                     location.pathname.startsWith('/idr') ? 'idr' : 
-                     'platform';
-
   // Gather comprehensive chat context data - ONLY if authenticated
   // This prevents unnecessary API calls and hook issues on login/signup pages
   const chatContextData = useChatContext({
-    context: appContext,
+    context: 'platform',  // Unified platform context
     location: location.pathname,
     maxItems: {
       positions: isAuthenticated ? 10000 : 0,
@@ -73,7 +68,6 @@ function AppContent() {
     pathname: location.pathname,
     isAuthenticated,
     isAuthRoute,
-    appContext,
   });
 
   return (
@@ -207,7 +201,6 @@ function AppContent() {
       <Toaster />
       {isAuthenticated && (
         <ChatWidget 
-          context={appContext}
           authToken={localStorage.getItem('arda_token') || undefined}
           contextData={chatContextData}
         />

src/shared/components/ui/chat-widget.tsx

@@ -8,8 +8,8 @@ import { cn } from './utils';
 import { useChatAgentHealth } from '../../hooks/useChatAgentHealth';
 import { API_PATHS } from '../../config/api-routes';
 
-// Context types for different apps
-export type ChatContext = 'platform' | 'credit-app' | 'idr';
+// Context type - unified platform
+export type ChatContext = 'platform';
 
 interface Message {
   role: 'user' | 'assistant' | 'system';
@@ -42,10 +42,6 @@ export interface ContextData {
 }
 
 export interface ChatWidgetProps {
-  /**
-   * The application context - determines suggested questions and welcome message
-   */
-  context: ChatContext;
   /**
    * Optional auth token for API calls
    */
@@ -60,45 +56,39 @@ export interface ChatWidgetProps {
    */
   onMessageSent?: (message: string) => void;
   /**
-   * Optional custom suggested questions (overrides context-based suggestions)
+   * Optional custom suggested questions (overrides default suggestions)
    */
   customSuggestedQuestions?: SuggestedQuestion[];
 }
 
-// Context-specific suggested questions
-const SUGGESTED_QUESTIONS: Record<ChatContext, SuggestedQuestion[]> = {
-  platform: [
-    { text: 'How do I create a new company?', category: 'Getting Started' },
-    { text: 'How do I invite team members?', category: 'Team Management' },
-    { text: 'What is the difference between originator and investor roles?', category: 'Roles' },
-    { text: 'How do I switch between Credit App and IDR?', category: 'Navigation' },
-  ],
-  'credit-app': [
-    { text: 'What is my current portfolio performance?', category: 'Portfolio' },
-    { text: 'Show me available investment deals', category: 'Deals' },
-    { text: 'What are my recent trades and orders?', category: 'Trading' },
-    { text: 'Analyze my risk exposure', category: 'Risk' },
-    { text: 'What is my Net Asset Value?', category: 'NAV' },
-    { text: 'Show payment and cash flow information', category: 'Payments' },
-  ],
-  idr: [
-    { text: 'What documents need my review?', category: 'Documents' },
-    { text: 'Show me recent document changes', category: 'Changes' },
-    { text: 'What are my pending action items?', category: 'Actions' },
-    { text: 'Show document negotiation status', category: 'Negotiations' },
-    { text: 'Summarize AI-detected risks', category: 'Risk Analysis' },
-  ],
-};
-
-// Context-specific welcome messages
-const WELCOME_MESSAGES: Record<ChatContext, string> = {
-  platform: 'Hello! I\'m Ari, your ARDA Platform assistant. I can help you with:\n\n• Company setup and management\n• Team member invitations\n• Navigation between applications\n• Account settings\n\nWhat would you like to know?',
-  'credit-app': 'Hello! I\'m Ari, your AI assistant for the ARDA Credit Platform. I can help you with:\n\n• Portfolio analysis & performance\n• Orders, trades & settlements\n• Investment opportunities\n• Risk & exposure metrics\n• Market insights\n\nTry asking me about your portfolio, recent trades, or available deals!',
-  idr: 'Hello! I\'m Ari, your AI assistant for the Interactive Data Room. I can help you with:\n\n• Document review and analysis\n• Change detection and summaries\n• Action item tracking\n• Negotiation status updates\n• Risk assessments\n\nWhat documents or insights would you like to explore?',
-};
+// Suggested questions for the unified platform
+const SUGGESTED_QUESTIONS: SuggestedQuestion[] = [
+  { text: 'What is my current portfolio performance?', category: 'Portfolio' },
+  { text: 'Show me available loan deals', category: 'Deals' },
+  { text: 'Analyze my risk exposure', category: 'Risk Analysis' },
+  { text: 'What documents need my review?', category: 'Documents' },
+  { text: 'Track covenant compliance', category: 'Compliance' },
+  { text: 'Check for double-pledged collateral', category: 'Risk Analysis' },
+  { text: 'Show market insights and analytics', category: 'Analytics' },
+  { text: 'What are my pending action items?', category: 'Actions' },
+];
+
+// Welcome message for the unified platform
+const WELCOME_MESSAGE = 'Hello! I\'m Ari, your ARDA Platform assistant. I can help you with:\n\n• Loan portfolio management and analytics\n• Deal uploads and tracking\n• Document review and analysis\n• Covenant compliance monitoring\n• Double-pledged collateral detection\n• Market insights and risk assessment\n\nWhat would you like to explore?';
+
+// System prompt describing the platform's capabilities
+const SYSTEM_PROMPT = `You are Ari, an AI assistant for the ARDA Platform - a comprehensive loan repository and portfolio management system.
+
+The ARDA Platform enables financial institutions to:
+- Upload and manage loan deals to the platform
+- Access detailed metrics and analytics on loan portfolios
+- View broader market information and analysis
+- Track covenant compliance across loans
+- Identify and monitor potential double-pledged collateral issues
+
+When answering questions, focus on helping users understand and utilize these core features. Be specific about loan management workflows, portfolio analytics, and risk monitoring capabilities.`;
 
 export function ChatWidget({
-  context,
   authToken,
   contextData,
   onMessageSent,
@@ -108,7 +98,7 @@ export function ChatWidget({
   const [messages, setMessages] = useState<Message[]>([
     {
       role: 'assistant',
-      content: WELCOME_MESSAGES[context],
+      content: WELCOME_MESSAGE,
       timestamp: new Date(),
     },
   ]);
@@ -120,7 +110,7 @@ export function ChatWidget({
   const [progressMessage, setProgressMessage] = useState('');
   const messagesEndRef = useRef<HTMLDivElement>(null);
 
-  const suggestedQuestions = customSuggestedQuestions || SUGGESTED_QUESTIONS[context];
+  const suggestedQuestions = customSuggestedQuestions || SUGGESTED_QUESTIONS;
 
   // Use predefined streaming endpoint (proxied by Vite)
   const streamEndpoint = API_PATHS.CHAT_STREAM;
@@ -144,8 +134,8 @@ export function ChatWidget({
 
     // Prepare the request payload
     const requestPayload = {
-      message: userMessage,
-      context,
+      message: `${SYSTEM_PROMPT}\n\nUser: ${userMessage}`,  // Prepend system prompt
+      context: 'platform',  // Unified platform context
       contextData,
       conversationHistory: messages.map(m => ({
         role: m.role,
@@ -158,9 +148,10 @@ export function ChatWidget({
     console.log('[ChatWidget API Request] Sending to chat agent:', {
       endpoint: streamEndpoint,
       hasAuthToken: !!authToken,
+      hasSystemPrompt: true,  // System prompt is prepended to message
       payload: {
-        message: userMessage,
-        context,
+        message: userMessage,  // Log original message without system prompt for clarity
+        context: 'platform',  // Unified platform context
         contextDataSummary: {
           hasUser: !!contextData?.user,
           userId: contextData?.user?.id,
@@ -510,7 +501,7 @@ export function ChatWidget({
 
               {/* Context Info */}
               <div className="text-xs text-muted-foreground pt-2 border-t">
-                <p><strong>Context:</strong> {context === 'credit-app' ? 'Credit Platform' : context === 'idr' ? 'Data Room' : 'Platform'}</p>
+                <p><strong>Context:</strong> ARDA Platform</p>
               </div>
             </div>
           )}

src/shared/hooks/useChatContext.ts

@@ -1,11 +1,11 @@
 /**
  * Central Chat Context Hook
- * Aggregates context data from different sources based on application context
+ * Aggregates comprehensive context data for the unified ARDA Platform
  * 
  * AUTOMATIC CONTEXT UPDATES:
- * - Credit App: Updates automatically when CompanyProvider context changes (company selection)
- * - IDR: Updates automatically when documents/deals change via localStorage or providers
- * - Platform: Updates automatically when user authentication state changes
+ * - Portfolio data: Updates automatically when CompanyProvider context changes
+ * - Documents/Deals: Updates automatically when documents/deals change via localStorage or providers
+ * - User data: Updates automatically when user authentication state changes
  * 
  * PERFORMANCE OPTIMIZATIONS:
  * - All collectors use useMemo for efficient recomputation
@@ -16,7 +16,7 @@
  * USAGE:
  * ```typescript
  * const contextData = useChatContext({
- *   context: 'credit-app',
+ *   context: 'platform',
  *   location: location.pathname,
  *   maxItems: { positions: 10, deals: 10, documents: 10, activities: 5 }
  * });
@@ -37,7 +37,7 @@ import { usePlatformContext } from './usePlatformContext';
 
 /**
  * Main hook for gathering all chat context data
- * Automatically selects the appropriate context collector based on app context
+ * Merges data from all collectors for comprehensive unified platform context
  */
 export function useChatContext(options: ChatContextOptions): ChatContextData {
   const { context, location, includeFullData = false, maxItems, useCachedData = true } = options;
@@ -48,29 +48,23 @@ export function useChatContext(options: ChatContextOptions): ChatContextData {
   const idrData = useIDRContext({ location, maxItems });
   const platformData = usePlatformContext({ location });
 
-  // Combine and memoize context data
+  // Combine and memoize context data - merge all data for unified platform
   const contextData = useMemo<ChatContextData>(() => {
     const baseContext: ChatContextData = {
       currentPage: location,
       contextTimestamp: new Date(),
       contextVersion: '1.0',
     };
 
-    // Select the appropriate context data based on current context
-    if (context === 'credit-app') {
-      return { ...baseContext, ...creditAppData };
-    }
-    
-    if (context === 'idr') {
-      return { ...baseContext, ...idrData };
-    }
-    
-    if (context === 'platform') {
-      return { ...baseContext, ...platformData };
-    }
-
-    return baseContext;
-  }, [location, context, creditAppData, idrData, platformData]);
+    // Merge all context data together for the unified platform
+    // This provides comprehensive context including portfolio, deals, and documents
+    return {
+      ...baseContext,
+      ...platformData,
+      ...creditAppData,
+      ...idrData,
+    };
+  }, [location, creditAppData, idrData, platformData]);
 
   return contextData;
 }