IntelAI

Persona-Aware AI Analytics & RAG Copilot — 9-persona, role-scoped copilot with GraphRAG-lite retrieval, ML forecasting, bilingual (EN/FR) UI, and board-ready exports.

Live demo: https://intelai.ysiddo-ai-projects.app · password-less role login (DEMO_MODE). First request may take ~60 s to wake the on-demand backend.

Self-hosting: see SELF_HOSTING.md.
Data Model & Benchmarks: see DATA_SEEDING.md.

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Features

Area	Detail
9-persona RAG copilot	CEO, CFO, CTO, COO, CHRO, ESG, Risk, Analyst, Assistant — role-scoped data, WS streaming, citations
GraphRAG-lite	Multi-hop entity graph for cross-domain queries (USE_GRAPH_RAG=true)
Hybrid retrieval	Dense + BM25 + RRF + BGE reranker; degrades gracefully
Answer-block structuring	Backend parses LLM markdown into typed blocks (heading, kpi, list, quote, code)
169 curated KPIs	Finance, HR, IT, Ops, Logistics, ESG, Growth — 36-month history, 7 benchmarking scenarios
ML forecasting	Monte Carlo with confidence bands
Data export/ingest	PDF / Excel / CSV / JSON export; CSV & document ingestion
Auth + RBAC	JWT, role-based pages, per-persona data scoping, audit log
Admin governance	User management (create/edit/disable), role viewer, scenario switcher, vector store reindex
Multi-provider LLM	Groq (default) / Anthropic via LiteLLM
Bilingual	Full EN / FR UI and copilot responses

Architecture

React + Vite (Recharts · TanStack Query · i18n)   → Vercel / Netlify
        │  HTTP / WebSocket  /api/v1/*
FastAPI  (src/api/server.py)
  auth · chat (9 personas) · KPIs · insights · forecasting · admin
        │
   PostgreSQL (Neon)          LLM  (Groq / Anthropic via LiteLLM)
   KPIs · auth · sessions ·   GraphRAG-lite · hybrid retrieval
   vectors (pgvector opt-in)  BGE reranker · BM25

Quickstart

Prerequisites: Python 3.11, Node 18+, Postgres URL, GROQ_API_KEY.

git clone https://gateway.ysiddo-ai-projects.app/git/IntelAI.git
cd IntelAI
cp .env.example .env   # fill POSTGRES_URL, GROQ_API_KEY, SECRET_KEY

# Backend (port 8000 — tables & seed created automatically)
pip install -r requirements.txt
python main.py

# Frontend (port 5173, proxies /api → :8000)
cd frontend && npm install && npm run dev

Default login: admin / admin123 — change after first login.

Docker:

docker compose -f docker-compose.dev.yml up --build   # app only (uses .env DB)
docker compose up --build                              # app + bundled Postgres

Configuration (.env)

Variable	Required	Description
POSTGRES_URL	✅	Neon / Railway / local Postgres
GROQ_API_KEY	✅	Default LLM provider
SECRET_KEY	✅	JWT signing key
ANTHROPIC_API_KEY	⬜	Claude reasoning tier
USE_GRAPH_RAG	⬜	true = GraphRAG-lite multi-hop
USE_HYBRID_RETRIEVAL	⬜	true = dense+BM25+RRF+reranker
VECTOR_STORE	⬜	memory · chroma · pgvector · qdrant
LLM_MODEL	⬜	Groq model id (default llama-3.1-8b-instant)

Key API Endpoints

/health  ·  /api/docs
POST /api/v1/auth/login   GET /api/v1/auth/me
POST /api/v1/chat         WS  /api/v1/ws/chat      GET /api/v1/personas
GET  /api/v1/kpis[/periods|/metrics|/categories]
GET  /api/v1/insights/{health,risk,summary,anomalies}
POST /api/v1/forecast      GET /api/v1/glossary
POST /api/v1/data/export   POST /api/v1/ingest/{metrics,csv,document}
GET  /api/v1/admin/{users,roles,audit,scenario}

Full interactive reference at /api/docs.

Tests

pytest tests/ -q                       # all in-process (no live server needed)
pytest tests/test_smoke.py -q          # 5 smoke checks (zero deps)
pytest tests/test_api.py -q            # 42 auth/RBAC/endpoint checks
pytest tests/test_exhaustive_api.py -q # 71 exhaustive API coverage tests
pytest tests/test_chat.py -q           # 9 chat endpoint + answer-block assertions

DB-dependent tests run automatically when POSTGRES_URL is reachable and skip cleanly otherwise — CI is green without a database.

Benchmarking Scenarios

Seven seeded scenarios (selectable from the Admin → Scenarios tab or via POST /api/v1/admin/scenario):

Scenario	Description
healthy	S&P 500 baseline
declining_financial	Revenue contraction & margin compression
high_churn_crisis	Customer retention failure
operational_meltdown	OEE collapse & quality failures
talent_crisis	High attrition, open-req spike
cybersecurity_breach	Security incident — SLA/SLO degrade
esg_compliance_failure	Governance failures & emissions spike

Deploy

IntelAI deploys as one cloud service. Connect the repo on Render or your preferred host, set the env vars above, attach a Postgres add-on (Neon recommended). Deploy the frontend separately on Vercel with VITE_API_BASE_URL pointing to the backend service URL.

PyPI Packages

Two reusable packages are extracted from this codebase and published to PyPI:

pip install intelai              # v0.1.2 — the full deployable app
pip install omnismart-personas  # v0.1.3 — persona templates for LangChain RAG projects

License

AGPL-3.0 — see LICENSE.

⚖️ License & Enterprise Use (Dual-License)

This project is open-source under the AGPL-3.0 License. It is completely free for researchers, students, and open-source hobbyists.

Commercial Use: The AGPLv3 license requires that any proprietary network service (SaaS, internal corporate tools) that uses or modifies this code must also open-source its entire backend.

If you wish to use this framework in a closed-source commercial environment, or require Enterprise features (SSO, Active Directory, Custom VPC Deployment, Strict RBAC), you must obtain a Commercial License. Please reach out to discuss commercial licensing and integration consulting.

📡 Anonymous Telemetry

This project collects anonymous, GDPR-compliant startup pings to help the author understand usage volume and prioritize development.

• What is collected: A startup event timestamp and anonymized deployment origin. No API keys, no user prompts, and no sensitive application data is ever collected.
• How to disable: We respect your privacy and development environment. To opt-out, simply set TELEMETRY_OPT_OUT=true in your .env file.

Licensing

This project is licensed under the AGPL-3.0 License.

Commercial Use: If you wish to use this software commercially without releasing your own source code, please see COMMERCIAL.md to obtain a commercial license.

Telemetry: See TELEMETRY.md for our privacy-first data practices.