Insights Manager

Retrieve insights for any module. Supports 4 modes: latest (default), specific date, date range, or list available dates. Works with any registered module (portfolio, tenants, revenue, or custom).

# Latest insight for a module
curl "BASE_URL/get_insights?key=YOUR_KEY&module=portfolio&portfolio=centuria&env=prod"

# Specific date
curl "BASE_URL/get_insights?key=YOUR_KEY&module=portfolio&portfolio=centuria&env=prod&data_date=2026-04-07"

# List available dates
curl "BASE_URL/get_insights?key=YOUR_KEY&module=portfolio&portfolio=centuria&env=prod&dates_only=true"

# Date range
curl "BASE_URL/get_insights?key=YOUR_KEY&module=portfolio&portfolio=centuria&env=prod&start_date=2026-04-01&end_date=2026-04-07"

# Custom module (e.g. work-order)
curl "BASE_URL/get_insights?key=YOUR_KEY&module=work-order&portfolio=centuria&env=prod"

// Latest insight
const res = await fetch(
  'BASE_URL/get_insights?key=YOUR_KEY&module=portfolio&portfolio=centuria&env=prod'
);
const data = await res.json();

// Specific date
const dated = await fetch(
  'BASE_URL/get_insights?key=YOUR_KEY&module=portfolio&portfolio=centuria&env=prod&data_date=2026-04-07'
).then(r => r.json());

// List available dates
const dates = await fetch(
  'BASE_URL/get_insights?key=YOUR_KEY&module=portfolio&portfolio=centuria&env=prod&dates_only=true'
).then(r => r.json());
// Response: { "dates": ["2026-04-07", "2026-04-06", ...] }

import requests

# Latest insight
resp = requests.get("BASE_URL/get_insights", params={
    "key": "YOUR_KEY", "module": "portfolio",
    "portfolio": "centuria", "env": "prod"
})
data = resp.json()

# Specific date
resp = requests.get("BASE_URL/get_insights", params={
    "key": "YOUR_KEY", "module": "portfolio",
    "portfolio": "centuria", "env": "prod",
    "data_date": "2026-04-07"
})

# Custom module
resp = requests.get("BASE_URL/get_insights", params={
    "key": "YOUR_KEY", "module": "work-order",
    "portfolio": "centuria", "env": "prod"
})

Returns insight scores in card format (e.g. tenant renewal scores). Pass the module via query param.

curl "BASE_URL/get_scores?key=YOUR_KEY&module=tenants&portfolio=centuria&env=prod"

Generate insights for any module from BigQuery data via LLM. If insights for today already exist, returns them with already_exists: true unless force: true is set. Works with any registered module.

# Generate portfolio insights
curl -X POST "BASE_URL/generate_insights" \
  -H "Content-Type: application/json" \
  -d '{"key":"YOUR_KEY","module":"portfolio","portfolio":"centuria","env":"prod"}'

# Force regenerate (bypass duplicate check)
curl -X POST "BASE_URL/generate_insights" \
  -H "Content-Type: application/json" \
  -d '{"key":"YOUR_KEY","module":"portfolio","portfolio":"centuria","env":"prod","force":true}'

# Generate custom module
curl -X POST "BASE_URL/generate_insights" \
  -H "Content-Type: application/json" \
  -d '{"key":"YOUR_KEY","module":"work-order","portfolio":"centuria","env":"prod"}'

const res = await fetch('BASE_URL/generate_insights', {
  method: 'POST',
  headers: { 'Content-Type': 'application/json' },
  body: JSON.stringify({
    key: 'YOUR_KEY', module: 'portfolio',
    portfolio: 'centuria', env: 'prod'
  })
});
const data = await res.json();

if (data.already_exists) {
  // Insights already generated today
  // data.payload has the existing insight
  // Resend with force: true to regenerate
}

Upload a file (or send JSON/text data) with an analysis prompt. Returns a structured report or email via LLM. Supports multipart form-data with optional file attachment.

# Report with file upload
curl -X POST "BASE_URL/upload_and_analyse_file" \
  -F "key=YOUR_KEY" \
  -F "prompt=Analyse this data and generate a summary with key metrics and risks" \
  -F "type=report" \
  -F "output_format=json" \
  -F "file=@data.csv"

# Email from JSON data (no file)
curl -X POST "BASE_URL/upload_and_analyse_file" \
  -F "key=YOUR_KEY" \
  -F 'prompt=[{"name":"Alice","score":92},{"name":"Bob","score":74}]' \
  -F "type=email" \
  -F "output_format=json"

# Report with S3 file references in prompt
curl -X POST "BASE_URL/upload_and_analyse_file" \
  -F "key=YOUR_KEY" \
  -F 'prompt=[{"bucket":"my-bucket","awsKey":"data/report.csv","type":"csv"}]' \
  -F "type=report" \
  -F "output_format=json"

// With file upload
const formData = new FormData();
formData.append('key', 'YOUR_KEY');
formData.append('prompt', 'Analyse this sales data and identify trends');
formData.append('type', 'report');
formData.append('output_format', 'json');
formData.append('file', fileInput.files[0]); // from <input type="file">

const res = await fetch('BASE_URL/upload_and_analyse_file', {
  method: 'POST',
  body: formData  // Do NOT set Content-Type — browser adds multipart boundary
});
const data = await res.json();

// JSON output: { "status": "success", "json_data": { "title": "...", "summary": "...", ... } }
// HTML output: { "status": "success", "html_string": "<html>...</html>" }

// With inline JSON data (no file)
const formData2 = new FormData();
formData2.append('key', 'YOUR_KEY');
formData2.append('prompt', JSON.stringify([{name: "Alice", score: 92}, {name: "Bob", score: 74}]));
formData2.append('type', 'email');
formData2.append('output_format', 'json');

const res2 = await fetch('BASE_URL/upload_and_analyse_file', { method: 'POST', body: formData2 });

Compare insights across multiple dates using AI. Accepts 2-10 insight IDs and returns a structured comparison with trends, improvements, deteriorations, and recommendations.

curl -X POST "BASE_URL/compare_insights" \
  -H "Content-Type: application/json" \
  -d '{
    "key": "YOUR_KEY",
    "module": "portfolio",
    "portfolio": "centuria",
    "env": "prod",
    "insight_ids": ["uuid-1", "uuid-2"]
  }'

List all active insight modules. No authentication required. Use this to discover available module names for other endpoints.

curl "BASE_URL/modules"

# Response:
# [
#   {"name": "portfolio", "label": "Portfolio", "description": "...", "is_active": true},
#   {"name": "tenants", "label": "Tenants", "description": "...", "is_active": true},
#   {"name": "revenue", "label": "Revenue", "description": "...", "is_active": true},
#   {"name": "work-order", "label": "Work Orders", "description": "...", "is_active": true}
# ]

Manage scheduled insight generation jobs. GET lists all schedules. POST creates a new one. Works with any registered module.

Additional endpoints: PUT /schedules/<id> (update), DELETE /schedules/<id> (delete), POST /schedules/<id>/run (trigger now).

Standalone embeddable page for iframes. Displays the latest insight with a date picker for historical browsing. Works with any registered module. Each portfolio + module combination gets a unique URL.

<!-- Portfolio insights for Centuria -->
<iframe
  src="BASE_URL/embed.html?key=YOUR_KEY&portfolio=centuria&module=portfolio&env=prod"
  width="100%" height="800" frameborder="0"
  style="border-radius: 12px; border: 1px solid #e2e4eb;"
></iframe>

<!-- Custom module (e.g. work orders) -->
<iframe
  src="BASE_URL/embed.html?key=YOUR_KEY&portfolio=centuria&module=work-order&env=prod"
  width="100%" height="800" frameborder="0"
></iframe>

# Portfolio insights
BASE_URL/embed.html?key=YOUR_KEY&portfolio=centuria&module=portfolio&env=prod

# Tenant insights
BASE_URL/embed.html?key=YOUR_KEY&portfolio=centuria&module=tenants&env=prod

# Revenue insights
BASE_URL/embed.html?key=YOUR_KEY&portfolio=centuria&module=revenue&env=prod

# Custom module
BASE_URL/embed.html?key=YOUR_KEY&portfolio=centuria&module=work-order&env=prod