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rdc-rfp-automation

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README.md

RFP Management System

A modular system for automatically creating Request for Proposal (RFP) entries on Monday boards from various data sources.

✅ Current Status

COMPLETED: Core Monday.com integration is fully functional!

  • ✅ Monday board connection established
  • ✅ All RFP columns properly mapped:
    • RFP Description (Name column)
    • Status (Lead, Parking Lot, RFP - Did Non Pursue, Advance of Interest)
    • Sender Name (Text column)
    • Due Date (Date column)
    • Date Received (Date column)
    • Location (Text column)
    • URL (Link column)
  • ✅ Test entries successfully created
  • ✅ Web interface for manual entry testing
  • ✅ Sample data generation (5 diverse RFP examples)

NEXT STEPS: Ready to add data source parsers (email, RSS, API integrations)

Architecture

Core Components

  • Monday Board Integration (/backend/monday/): ✅ Complete - API client and board operations
  • Data Sources (/backend/sources/): 🔄 Ready for implementation - Modular parsers for different RFP sources
  • API Routes (/backend/routes/): ✅ Complete - HTTP endpoints for testing and webhooks
  • Shared Types (/shared/): ✅ Complete - Common interfaces and utilities
  • Frontend Interface (/frontend/): ✅ Complete - Web UI for testing and manual entry

Data Sources (Ready to Implement)

  • Email parsers for municipality RFP systems
  • RSS feed processors
  • API integrations for various RFP platforms

Environment Variables

  • MONDAY_API_TOKEN: Your Monday.com API token ✅ Configured
  • MONDAY_BOARD_ID: The target Monday board ID for RFP entries ✅ Configured

API Endpoints

Monday Integration

  • GET /api/monday/test - Test Monday board connection ✅
  • POST /api/monday/create-rfp - Create new RFP entry ✅
  • POST /api/monday/create-test-rfp - Create test RFP entry ✅

Test Data

  • POST /api/test-data/create-sample-rfps - Create 5 sample RFPs ✅
  • POST /api/test-data/create-custom-rfp - Create custom RFP ✅

Debug Tools

  • POST /api/debug/test-mapping - Test column mapping ✅
  • POST /api/debug/create-minimal - Create minimal item ✅
  • POST /api/debug/create-with-status - Create item with status ✅

RFP Data Structure

Each RFP entry contains:

  • RFP Description: Title/description of the opportunity (required)
  • Status: Lead | RFP - Did not pursue | Parking Lot | Advance of Interest
  • Sender Name: Source of the RFP (IMS, RAMPLA, VendorLine, etc.) (required)
  • Due Date: RFP deadline (YYYY-MM-DD format)
  • Date Received: When the RFP was received (YYYY-MM-DD format)
  • Location: Geographic location (city, state, etc.)
  • URL: Link to the actual RFP document

Usage

Web Interface

Visit the root URL to access the web interface for:

  • Testing Monday board connection
  • Creating RFP entries manually
  • Generating sample data

API Usage

# Test connection curl -X GET /api/monday/test # Create RFP entry curl -X POST /api/monday/create-rfp \ -H "Content-Type: application/json" \ -d '{ "rfpDescription": "Library Renovation Project", "status": "Lead", "senderName": "RAMPLA", "dueDate": "2025-11-15", "dateReceived": "2025-09-22", "location": "Sacramento, CA", "url": "https://example.gov/rfp/library" }'

Next Phase: Data Source Integration

The system is now ready for the next phase - connecting various data sources:

  1. Email Integration: Parse RFP emails from specific sources
  2. RSS Feed Processing: Monitor RSS feeds for new RFPs
  3. API Integrations: Connect to RFP platforms and databases

Each data source will be implemented as a modular parser in /backend/sources/ that converts source-specific data into the standard RFP format.

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