From 6e8cd56159f7ab7981470eaf269e5a03735559cf Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Thu, 16 Apr 2026 21:12:12 +0000 Subject: [PATCH 1/6] initial set up for installer and client input capabilities --- src/app/db/migrations/meta/_journal.json | 2 +- src/app/db/schema/portfolio.ts | 37 ++++++++++ src/app/db/schema/recommendations.ts | 7 ++ src/app/db/schema/uploaded_files.ts | 29 +++++++- .../(portfolio)/settings/user-access/page.tsx | 2 + .../your-projects/live/LiveTracker.tsx | 51 +++++++++++++- .../(portfolio)/your-projects/live/page.tsx | 68 ++++++++++++++++++- .../your-projects/live/transforms.ts | 2 +- .../(portfolio)/your-projects/live/types.ts | 11 +++ 9 files changed, 198 insertions(+), 11 deletions(-) diff --git a/src/app/db/migrations/meta/_journal.json b/src/app/db/migrations/meta/_journal.json index 9436ff4..9309f69 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1193,4 +1193,4 @@ "breakpoints": true } ] -} \ No newline at end of file +} diff --git a/src/app/db/schema/portfolio.ts b/src/app/db/schema/portfolio.ts index d424634..8e231bc 100644 --- a/src/app/db/schema/portfolio.ts +++ b/src/app/db/schema/portfolio.ts @@ -7,6 +7,7 @@ import { pgEnum, integer, bigint, + unique, } from "drizzle-orm/pg-core"; import { user } from "./users"; import { InferModel } from "drizzle-orm"; @@ -124,7 +125,43 @@ export const portfolioUsers = pgTable("portfolioUsers", { .notNull(), }); +export const PortfolioCapability: [string, ...string[]] = [ + "approver", + "contractor", +]; +export type PortfolioCapabilityType = "approver" | "contractor"; + +export const portfolioCapabilityEnum = pgEnum( + "portfolio_capability", + PortfolioCapability as [string, ...string[]], +); + +export const portfolioCapabilities = pgTable( + "portfolio_capabilities", + { + id: bigserial("id", { mode: "bigint" }).primaryKey(), + userId: bigint("user_id", { mode: "bigint" }) + .notNull() + .references(() => user.id), + portfolioId: bigint("portfolio_id", { mode: "bigint" }) + .notNull() + .references(() => portfolio.id), + capability: portfolioCapabilityEnum("capability").notNull(), + createdAt: timestamp("created_at", { precision: 6, withTimezone: true }) + .defaultNow() + .notNull(), + updatedAt: timestamp("updated_at", { precision: 6, withTimezone: true }) + .defaultNow() + .notNull(), + }, + (table) => [unique().on(table.userId, table.portfolioId, table.capability)], +); + export type Portfolio = InferModel; export type NewPortfolio = InferModel; export type PortfolioUsers = InferModel; export type NewPortfolioUsers = InferModel; +export type PortfolioCapabilities = InferModel< + typeof portfolioCapabilities, + "select" +>; diff --git a/src/app/db/schema/recommendations.ts b/src/app/db/schema/recommendations.ts index 3ffdff2..2cef2bd 100644 --- a/src/app/db/schema/recommendations.ts +++ b/src/app/db/schema/recommendations.ts @@ -58,6 +58,13 @@ export const measureTypeEnum = pgEnum("measure_type", [ // Other fabric / hot water "hot_water_tank_insulation", "sealing_open_fireplace", + + // Contractor workflow measures + "damp_mould", + "door_undercut", + "extractor_fan", + "loft_board", + "trickle_vent", ]); export const recommendation = pgTable( diff --git a/src/app/db/schema/uploaded_files.ts b/src/app/db/schema/uploaded_files.ts index 18d99a0..abf2fa1 100644 --- a/src/app/db/schema/uploaded_files.ts +++ b/src/app/db/schema/uploaded_files.ts @@ -1,6 +1,8 @@ import { bigint, bigserial, pgEnum, pgTable, text, timestamp } from "drizzle-orm/pg-core"; +import { user } from "./users"; export const fileType = pgEnum("file_type", [ + // Survey documents (existing) "photo_pack", "site_note", "rd_sap_site_note", @@ -12,14 +14,33 @@ export const fileType = pgEnum("file_type", [ "pas_2023_occupancy", "ecmk_site_note", "ecmk_rd_sap_site_note", - "ecmk_survey_xml" + "ecmk_survey_xml", + // Contractor install documentation + "pre_photo", + "mid_photo", + "post_photo", + "pre_installation_building_inspection", + "claim_of_compliance", + "handover_pack", + "insurance_guarantee", + "installer_qualifications", + "mcs_compliance_certificate", + "minor_works_electrical_certificate", + "point_of_work_risk_assessment", + "installer_feedback", + "workmanship_warranty", + "g98_notification", + "certificate_of_conformity", + "ventilation_assessment_checklist", + "contractor_other", ]); export const fileSource = pgEnum("file_source", [ "pas hub", "sharepoint", "hubspot", - "ecmk" + "ecmk", + "contractor", ]); export const uploadedFiles = pgTable( @@ -36,6 +57,8 @@ export const uploadedFiles = pgTable( hubsotDealId: text("hubspot_deal_id"), hubspotListingId: bigint("hubspot_listing_id", { mode: "bigint" }), fileType: fileType("file_type"), - source: fileSource("file_source") + source: fileSource("file_source"), + measureName: text("measure_name"), + uploadedBy: bigint("uploaded_by", { mode: "bigint" }).references(() => user.id), } ); \ No newline at end of file diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/user-access/page.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/user-access/page.tsx index 5d749ab..ae98d36 100644 --- a/src/app/portfolio/[slug]/(portfolio)/settings/user-access/page.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/settings/user-access/page.tsx @@ -1,4 +1,5 @@ import { UsersPermissionsCard } from "../UsersPermissionsCard"; +import { CapabilitiesCard } from "../CapabilitiesCard"; export default async function UserAccessPage(props: { params: Promise<{ slug: string }>; @@ -8,6 +9,7 @@ export default async function UserAccessPage(props: { return (
+
); } diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx index 502bd71..a9138ab 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx @@ -9,10 +9,11 @@ import { TabsTrigger, } from "@/app/shadcn_components/ui/tabs"; import { Card, CardContent } from "@/app/shadcn_components/ui/card"; -import { BarChart2, Table2, FolderOpen } from "lucide-react"; +import { BarChart2, Table2, FolderOpen, Wrench } from "lucide-react"; import DrillDownTable from "./DrillDownTable"; import PropertyTable from "./PropertyTable"; import DocumentTable from "./DocumentTable"; +import MeasuresTable from "./MeasuresTable"; import type { HubspotDeal } from "./types"; import PropertyDrawer from "./PropertyDrawer"; import PropertyDetailDrawer from "./PropertyDetailDrawer"; @@ -30,9 +31,12 @@ export default function LiveTracker({ totalDeals, majorConditionDeals, docStatusMap, + userCapability, + approvalsByDeal, + portfolioId, }: LiveTrackerProps) { // ── Tab state ──────────────────────────────────────────────────────── - const [activeTab, setActiveTab] = useState<"analytics" | "properties" | "documents">( + const [activeTab, setActiveTab] = useState<"analytics" | "properties" | "documents" | "measures">( "analytics", ); @@ -94,7 +98,7 @@ export default function LiveTracker({
setActiveTab(v as "analytics" | "properties" | "documents")} + onValueChange={(v) => setActiveTab(v as "analytics" | "properties" | "documents" | "measures")} > {/* Tab bar */} @@ -119,6 +123,13 @@ export default function LiveTracker({ Document Management + + + Measures + {/* Analytics tab */} @@ -207,6 +218,40 @@ export default function LiveTracker({ />
+ + {/* Measures tab */} + +
+ {projects.length > 1 && ( +
+ Project: + +
+ )} + +
+
{/* ── Drill-down table modal ─────────────────────────────────────── */} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx index f7002fc..1a8fc5e 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx @@ -1,7 +1,7 @@ import { getServerSession } from "next-auth"; import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; import { redirect } from "next/navigation"; -import { eq, inArray } from "drizzle-orm"; +import { and, eq, inArray } from "drizzle-orm"; import LiveTracker from "./LiveTracker"; import { computeLiveTrackerData } from "./transforms"; import { db } from "@/app/db/db"; @@ -9,7 +9,10 @@ import { hubspotDealData } from "@/app/db/schema/crm/hubspot_deal_table"; import { uploadedFiles } from "@/app/db/schema/uploaded_files"; import { portfolioOrganisation } from "@/app/db/schema/portfolio_organisation"; import { organisation } from "@/app/db/schema/organisation"; -import type { HubspotDeal, DocStatusMap, DocStatus } from "./types"; +import { portfolioCapabilities } from "@/app/db/schema/portfolio"; +import { dealApprovals, dealApprovedMeasures } from "@/app/db/schema/approvals"; +import { user as userTable } from "@/app/db/schema/users"; +import type { HubspotDeal, DocStatusMap, DocStatus, PortfolioCapabilityType, ApprovalsByDeal } from "./types"; import { EXPECTED_SURVEY_DOC_TYPES } from "./types"; import type { InferSelectModel } from "drizzle-orm"; import { Card, CardContent } from "@/app/shadcn_components/ui/card"; @@ -120,6 +123,59 @@ export default async function LiveReportingPage(props: { const deals = rawDeals.map(mapDbRowToHubspotDeal); const trackerData = computeLiveTrackerData(deals); + // Fetch current user's portfolio capability (approver / contractor) + let userCapability: PortfolioCapabilityType = null; + const userEmail = user?.user?.email; + if (userEmail) { + const userRow = await db + .select({ id: userTable.id }) + .from(userTable) + .where(eq(userTable.email, userEmail)) + .limit(1); + + if (userRow[0]) { + const capRow = await db + .select({ capability: portfolioCapabilities.capability }) + .from(portfolioCapabilities) + .where( + and( + eq(portfolioCapabilities.portfolioId, BigInt(portfolioId)), + eq(portfolioCapabilities.userId, userRow[0].id), + ), + ) + .limit(1); + userCapability = (capRow[0]?.capability as PortfolioCapabilityType) ?? null; + } + } + + // Fetch deal approvals for all deals in scope + const approvalsByDeal: ApprovalsByDeal = {}; + const dealIds = deals.map((d) => d.dealId).filter(Boolean); + if (dealIds.length > 0) { + const approvalRows = await db + .select({ id: dealApprovals.id, hubspotDealId: dealApprovals.hubspotDealId }) + .from(dealApprovals) + .where(inArray(dealApprovals.hubspotDealId, dealIds)); + + if (approvalRows.length > 0) { + const approvalIds = approvalRows.map((a) => a.id); + const measureRows = await db + .select({ + dealApprovalId: dealApprovedMeasures.dealApprovalId, + measureName: dealApprovedMeasures.measureName, + }) + .from(dealApprovedMeasures) + .where(inArray(dealApprovedMeasures.dealApprovalId, approvalIds)); + + const approvalById = new Map(approvalRows.map((a) => [a.id.toString(), a.hubspotDealId])); + for (const m of measureRows) { + const dealId = approvalById.get(m.dealApprovalId.toString()); + if (!dealId) continue; + (approvalsByDeal[dealId] ??= []).push(m.measureName); + } + } + } + // Fetch survey document status for all properties const uprnList = deals .map((d) => d.uprn) @@ -158,7 +214,13 @@ export default async function LiveReportingPage(props: { return (
{pageHeader} - +
); } diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts index fe1da87..b829c91 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts @@ -375,7 +375,7 @@ export function computeOutcomeSlices(deals: ClassifiedDeal[]): OutcomeSlice[] { // ----------------------------------------------------------------------- export function computeLiveTrackerData( rawDeals: HubspotDeal[] -): Omit { +): Omit { // Classify all deals (add displayStage field) const classified = classifyDeals(rawDeals); diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts index 40fa764..ac808ce 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts @@ -161,6 +161,14 @@ export type ProjectData = { allDeals: ClassifiedDeal[]; // for table drill-downs within project }; +// ----------------------------------------------------------------------- +// Portfolio capability for the current viewing user +// ----------------------------------------------------------------------- +export type PortfolioCapabilityType = "approver" | "contractor" | null; + +// Approved measure names per HubSpot deal ID +export type ApprovalsByDeal = Record; + // ----------------------------------------------------------------------- // Top-level props for LiveTracker (client root) // ----------------------------------------------------------------------- @@ -169,6 +177,9 @@ export type LiveTrackerProps = { totalDeals: number; majorConditionDeals: ClassifiedDeal[]; // for Awaab's Law card docStatusMap: DocStatusMap; + userCapability: PortfolioCapabilityType; + approvalsByDeal: ApprovalsByDeal; + portfolioId: string; }; // ----------------------------------------------------------------------- From c6bd99c980df72aa11e1b35ba7f23a645c71f5db Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Thu, 16 Apr 2026 21:13:35 +0000 Subject: [PATCH 2/6] adding missing files --- .../[portfolioId]/approvals/route.ts | 191 ++++++++++ .../[portfolioId]/capabilities/route.ts | 171 +++++++++ .../api/upload/contractor-install/route.ts | 68 ++++ src/app/db/schema/approvals.ts | 54 +++ .../(portfolio)/settings/CapabilitiesCard.tsx | 230 ++++++++++++ .../your-projects/live/InstallUploadModal.tsx | 272 ++++++++++++++ .../your-projects/live/MeasuresTable.tsx | 355 ++++++++++++++++++ 7 files changed, 1341 insertions(+) create mode 100644 src/app/api/portfolio/[portfolioId]/approvals/route.ts create mode 100644 src/app/api/portfolio/[portfolioId]/capabilities/route.ts create mode 100644 src/app/api/upload/contractor-install/route.ts create mode 100644 src/app/db/schema/approvals.ts create mode 100644 src/app/portfolio/[slug]/(portfolio)/settings/CapabilitiesCard.tsx create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/InstallUploadModal.tsx create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx diff --git a/src/app/api/portfolio/[portfolioId]/approvals/route.ts b/src/app/api/portfolio/[portfolioId]/approvals/route.ts new file mode 100644 index 0000000..4ca7dac --- /dev/null +++ b/src/app/api/portfolio/[portfolioId]/approvals/route.ts @@ -0,0 +1,191 @@ +import { db } from "@/app/db/db"; +import { NextRequest, NextResponse } from "next/server"; +import { dealApprovals, dealApprovedMeasures } from "@/app/db/schema/approvals"; +import { + portfolioCapabilities, + portfolioUsers, +} from "@/app/db/schema/portfolio"; +import { user } from "@/app/db/schema/users"; +import { and, eq, inArray } from "drizzle-orm"; +import { z } from "zod"; +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; + +async function getRequestingUserId(email: string): Promise { + const rows = await db + .select({ id: user.id }) + .from(user) + .where(eq(user.email, email)) + .limit(1); + return rows[0]?.id ?? null; +} + +async function hasApproverCapability( + portfolioId: bigint, + userId: bigint, +): Promise { + const rows = await db + .select({ id: portfolioCapabilities.id }) + .from(portfolioCapabilities) + .where( + and( + eq(portfolioCapabilities.portfolioId, portfolioId), + eq(portfolioCapabilities.userId, userId), + eq(portfolioCapabilities.capability, "approver"), + ), + ) + .limit(1); + return rows.length > 0; +} + +// GET — return all approved measures grouped by hubspot deal id +// Query param: dealIds (comma-separated) +export async function GET( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const { portfolioId } = await props.params; + const url = new URL(req.url); + const dealIdsParam = url.searchParams.get("dealIds"); + + if (!dealIdsParam) { + return NextResponse.json({}); + } + + const dealIds = dealIdsParam.split(",").filter(Boolean); + if (dealIds.length === 0) { + return NextResponse.json({}); + } + + try { + // Fetch most recent approval per deal + its measures + const approvals = await db + .select({ + id: dealApprovals.id, + hubspotDealId: dealApprovals.hubspotDealId, + approvedAt: dealApprovals.approvedAt, + }) + .from(dealApprovals) + .where(inArray(dealApprovals.hubspotDealId, dealIds)); + + if (approvals.length === 0) { + return NextResponse.json({}); + } + + const approvalIds = approvals.map((a) => a.id); + const measures = await db + .select({ + dealApprovalId: dealApprovedMeasures.dealApprovalId, + measureName: dealApprovedMeasures.measureName, + }) + .from(dealApprovedMeasures) + .where(inArray(dealApprovedMeasures.dealApprovalId, approvalIds)); + + // Build map: dealId -> approved measure names[] + const approvalById = new Map(approvals.map((a) => [a.id.toString(), a])); + const result: Record = {}; + + for (const m of measures) { + const approval = approvalById.get(m.dealApprovalId.toString()); + if (!approval) continue; + const dealId = approval.hubspotDealId; + if (!result[dealId]) result[dealId] = []; + result[dealId].push(m.measureName); + } + + return NextResponse.json(result); + } catch (err) { + console.error("GET /approvals error:", err); + return NextResponse.json( + { error: "Failed to fetch approvals" }, + { status: 500 }, + ); + } +} + +// POST — save approvals for one or more deals (replaces previous approvals) +export async function POST( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const session = await getServerSession(AuthOptions); + if (!session?.user?.email) { + return NextResponse.json({ error: "Unauthorised" }, { status: 401 }); + } + + const { portfolioId } = await props.params; + const pId = BigInt(portfolioId); + + const userId = await getRequestingUserId(session.user.email); + if (!userId) { + return NextResponse.json({ error: "User not found" }, { status: 404 }); + } + + const isApprover = await hasApproverCapability(pId, userId); + if (!isApprover) { + return NextResponse.json({ error: "Forbidden" }, { status: 403 }); + } + + const bodySchema = z.object({ + deals: z.array( + z.object({ + hubspotDealId: z.string(), + approvedMeasures: z.array(z.string()), + }), + ), + }); + + let body: z.infer; + try { + body = bodySchema.parse(await req.json()); + } catch { + return NextResponse.json({ error: "Invalid body" }, { status: 400 }); + } + + try { + for (const deal of body.deals) { + // Delete previous approvals for this deal (replace approach) + const existing = await db + .select({ id: dealApprovals.id }) + .from(dealApprovals) + .where(eq(dealApprovals.hubspotDealId, deal.hubspotDealId)); + + if (existing.length > 0) { + const existingIds = existing.map((e) => e.id); + await db + .delete(dealApprovedMeasures) + .where(inArray(dealApprovedMeasures.dealApprovalId, existingIds)); + await db + .delete(dealApprovals) + .where(inArray(dealApprovals.id, existingIds)); + } + + if (deal.approvedMeasures.length === 0) continue; + + // Insert new approval session + const [approval] = await db + .insert(dealApprovals) + .values({ + hubspotDealId: deal.hubspotDealId, + approvedBy: userId, + }) + .returning({ id: dealApprovals.id }); + + // Insert individual approved measures (stored as free text matching HubSpot proposedMeasures) + await db.insert(dealApprovedMeasures).values( + deal.approvedMeasures.map((m) => ({ + dealApprovalId: approval.id, + measureName: m, + })), + ); + } + + return NextResponse.json({ success: true }); + } catch (err) { + console.error("POST /approvals error:", err); + return NextResponse.json( + { error: "Failed to save approvals" }, + { status: 500 }, + ); + } +} diff --git a/src/app/api/portfolio/[portfolioId]/capabilities/route.ts b/src/app/api/portfolio/[portfolioId]/capabilities/route.ts new file mode 100644 index 0000000..8f7f8b0 --- /dev/null +++ b/src/app/api/portfolio/[portfolioId]/capabilities/route.ts @@ -0,0 +1,171 @@ +import { db } from "@/app/db/db"; +import { NextRequest, NextResponse } from "next/server"; +import { + portfolioUsers, + portfolioCapabilities, + PortfolioCapabilityType, +} from "@/app/db/schema/portfolio"; +import { user } from "@/app/db/schema/users"; +import { and, eq } from "drizzle-orm"; +import { z } from "zod"; +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; + +const CAPABILITY_OPTIONS = ["approver", "contractor"] as const; + +async function getRequestingUserRole(portfolioId: bigint, email: string) { + const rows = await db + .select({ role: portfolioUsers.role }) + .from(portfolioUsers) + .innerJoin(user, eq(user.id, portfolioUsers.userId)) + .where( + and( + eq(portfolioUsers.portfolioId, portfolioId), + eq(user.email, email), + ), + ) + .limit(1); + return rows[0]?.role ?? null; +} + +// GET — list all capability assignments for this portfolio +export async function GET( + _req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const { portfolioId } = await props.params; + + try { + const rows = await db + .select({ + id: portfolioCapabilities.id, + userId: portfolioCapabilities.userId, + capability: portfolioCapabilities.capability, + name: user.firstName, + email: user.email, + }) + .from(portfolioCapabilities) + .leftJoin(user, eq(user.id, portfolioCapabilities.userId)) + .where(eq(portfolioCapabilities.portfolioId, BigInt(portfolioId))); + + return NextResponse.json( + rows.map((r) => ({ + id: r.id?.toString(), + userId: r.userId?.toString(), + capability: r.capability, + name: r.name ?? null, + email: r.email ?? "", + })), + ); + } catch (err) { + console.error("GET /capabilities error:", err); + return NextResponse.json( + { error: "Failed to fetch capabilities" }, + { status: 500 }, + ); + } +} + +// POST — assign a capability to a user +export async function POST( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const session = await getServerSession(AuthOptions); + if (!session?.user?.email) { + return NextResponse.json({ error: "Unauthorised" }, { status: 401 }); + } + + const { portfolioId } = await props.params; + const pId = BigInt(portfolioId); + + const requestingRole = await getRequestingUserRole(pId, session.user.email); + if (requestingRole !== "admin" && requestingRole !== "creator") { + return NextResponse.json({ error: "Forbidden" }, { status: 403 }); + } + + const bodySchema = z.object({ + userId: z.string(), + capability: z.enum(CAPABILITY_OPTIONS), + }); + + let body: z.infer; + try { + body = bodySchema.parse(await req.json()); + } catch { + return NextResponse.json({ error: "Invalid body" }, { status: 400 }); + } + + try { + await db + .insert(portfolioCapabilities) + .values({ + portfolioId: pId, + userId: BigInt(body.userId), + capability: body.capability as PortfolioCapabilityType, + }) + .onConflictDoNothing(); + + return NextResponse.json({ success: true }, { status: 200 }); + } catch (err) { + console.error("POST /capabilities error:", err); + return NextResponse.json( + { error: "Failed to assign capability" }, + { status: 500 }, + ); + } +} + +// DELETE — remove a capability from a user +export async function DELETE( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const session = await getServerSession(AuthOptions); + if (!session?.user?.email) { + return NextResponse.json({ error: "Unauthorised" }, { status: 401 }); + } + + const { portfolioId } = await props.params; + const pId = BigInt(portfolioId); + + const requestingRole = await getRequestingUserRole(pId, session.user.email); + if (requestingRole !== "admin" && requestingRole !== "creator") { + return NextResponse.json({ error: "Forbidden" }, { status: 403 }); + } + + const bodySchema = z.object({ + userId: z.string(), + capability: z.enum(CAPABILITY_OPTIONS), + }); + + let body: z.infer; + try { + body = bodySchema.parse(await req.json()); + } catch { + return NextResponse.json({ error: "Invalid body" }, { status: 400 }); + } + + try { + await db + .delete(portfolioCapabilities) + .where( + and( + eq(portfolioCapabilities.portfolioId, pId), + eq(portfolioCapabilities.userId, BigInt(body.userId)), + eq( + portfolioCapabilities.capability, + body.capability as PortfolioCapabilityType, + ), + ), + ); + + return NextResponse.json({ success: true }, { status: 200 }); + } catch (err) { + console.error("DELETE /capabilities error:", err); + return NextResponse.json( + { error: "Failed to remove capability" }, + { status: 500 }, + ); + } +} diff --git a/src/app/api/upload/contractor-install/route.ts b/src/app/api/upload/contractor-install/route.ts new file mode 100644 index 0000000..ea05d4b --- /dev/null +++ b/src/app/api/upload/contractor-install/route.ts @@ -0,0 +1,68 @@ +import { db } from "@/app/db/db"; +import { NextRequest, NextResponse } from "next/server"; +import { uploadedFiles } from "@/app/db/schema/uploaded_files"; +import { user } from "@/app/db/schema/users"; +import { eq } from "drizzle-orm"; +import { z } from "zod"; +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; + +// POST — record a contractor install document in uploaded_files +export async function POST(req: NextRequest) { + const session = await getServerSession(AuthOptions); + if (!session?.user?.email) { + return NextResponse.json({ error: "Unauthorised" }, { status: 401 }); + } + + const bodySchema = z.object({ + s3FileKey: z.string(), + s3FileBucket: z.string(), + fileType: z.string(), + measureName: z.string().optional(), + uprn: z.string().optional(), + hubspotDealId: z.string().optional(), + landlordPropertyId: z.string().optional(), + }); + + let body: z.infer; + try { + body = bodySchema.parse(await req.json()); + } catch { + return NextResponse.json({ error: "Invalid body" }, { status: 400 }); + } + + try { + // Resolve uploader's user ID + const userRow = await db + .select({ id: user.id }) + .from(user) + .where(eq(user.email, session.user.email)) + .limit(1); + + const uploadedBy = userRow[0]?.id ?? null; + + const [inserted] = await db + .insert(uploadedFiles) + .values({ + s3FileBucket: body.s3FileBucket, + s3FileKey: body.s3FileKey, + s3UploadTimestamp: new Date(), + fileType: body.fileType as any, + source: "contractor", + measureName: body.measureName ?? null, + uploadedBy: uploadedBy ?? undefined, + uprn: body.uprn ? BigInt(body.uprn) : undefined, + hubsotDealId: body.hubspotDealId ?? null, + landlordPropertyId: body.landlordPropertyId ?? null, + }) + .returning({ id: uploadedFiles.id }); + + return NextResponse.json({ id: inserted.id.toString() }, { status: 201 }); + } catch (err) { + console.error("POST /upload/contractor-install error:", err); + return NextResponse.json( + { error: "Failed to record upload" }, + { status: 500 }, + ); + } +} diff --git a/src/app/db/schema/approvals.ts b/src/app/db/schema/approvals.ts new file mode 100644 index 0000000..9203150 --- /dev/null +++ b/src/app/db/schema/approvals.ts @@ -0,0 +1,54 @@ +import { + bigserial, + text, + timestamp, + pgTable, + bigint, + index, +} from "drizzle-orm/pg-core"; +import { user } from "./users"; +import { InferModel } from "drizzle-orm"; + +export const dealApprovals = pgTable( + "deal_approvals", + { + id: bigserial("id", { mode: "bigint" }).primaryKey(), + hubspotDealId: text("hubspot_deal_id").notNull(), + approvedBy: bigint("approved_by", { mode: "bigint" }) + .notNull() + .references(() => user.id), + approvedAt: timestamp("approved_at", { withTimezone: true }) + .defaultNow() + .notNull(), + notes: text("notes"), + createdAt: timestamp("created_at", { withTimezone: true }) + .defaultNow() + .notNull(), + }, + (table) => [index("idx_deal_approvals_deal_id").on(table.hubspotDealId)], +); + +export const dealApprovedMeasures = pgTable( + "deal_approved_measures", + { + id: bigserial("id", { mode: "bigint" }).primaryKey(), + dealApprovalId: bigint("deal_approval_id", { mode: "bigint" }) + .notNull() + .references(() => dealApprovals.id, { onDelete: "cascade" }), + // Stored as text to match free-text proposedMeasures from HubSpot + measureName: text("measure_name").notNull(), + createdAt: timestamp("created_at", { withTimezone: true }) + .defaultNow() + .notNull(), + }, + (table) => [ + index("idx_deal_approved_measures_approval_id").on(table.dealApprovalId), + ], +); + +export type DealApproval = InferModel; +export type NewDealApproval = InferModel; +export type DealApprovedMeasure = InferModel< + typeof dealApprovedMeasures, + "select" +>; diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/CapabilitiesCard.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/CapabilitiesCard.tsx new file mode 100644 index 0000000..533c2e3 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/settings/CapabilitiesCard.tsx @@ -0,0 +1,230 @@ +"use client"; + +import { + Table, + TableBody, + TableCell, + TableHead, + TableHeader, + TableRow, +} from "@/app/shadcn_components/ui/table"; +import { Button } from "@/app/shadcn_components/ui/button"; +import { Badge } from "@/app/shadcn_components/ui/badge"; +import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query"; + +type Capability = "approver" | "contractor"; + +type CapabilityEntry = { + id: string; + userId: string; + capability: Capability; + name: string | null; + email: string; +}; + +type CapabilityMap = Record; + +async function getCapabilities(portfolioId: string): Promise { + const res = await fetch(`/api/portfolio/${portfolioId}/capabilities`); + if (!res.ok) throw new Error("Failed to fetch capabilities"); + return res.json(); +} + +async function getCollaborators( + portfolioId: string, +): Promise<{ userId: string; name: string | null; email: string }[]> { + const res = await fetch(`/api/portfolio/${portfolioId}/colloborators`); + if (!res.ok) throw new Error("Failed to fetch collaborators"); + const json = await res.json(); + const users = Array.isArray(json) ? json : json.users ?? []; + return users.map((u: any) => ({ + userId: String(u.userId), + name: u.name ?? null, + email: u.email ?? "", + })); +} + +async function assignCapability( + portfolioId: string, + userId: string, + capability: Capability, +): Promise { + const res = await fetch(`/api/portfolio/${portfolioId}/capabilities`, { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ userId, capability }), + }); + if (!res.ok) throw new Error("Failed to assign capability"); +} + +async function removeCapability( + portfolioId: string, + userId: string, + capability: Capability, +): Promise { + const res = await fetch(`/api/portfolio/${portfolioId}/capabilities`, { + method: "DELETE", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ userId, capability }), + }); + if (!res.ok) throw new Error("Failed to remove capability"); +} + +export function CapabilitiesCard({ portfolioId }: { portfolioId: string }) { + const queryClient = useQueryClient(); + const queryKey = ["portfolioCapabilities", portfolioId]; + + const { data: entries = [], isLoading: loadingCaps } = useQuery({ + queryKey, + queryFn: () => getCapabilities(portfolioId), + enabled: !!portfolioId, + refetchOnWindowFocus: false, + }); + + const { data: collaborators = [], isLoading: loadingCollabs } = useQuery({ + queryKey: ["portfolioUsers", portfolioId], + queryFn: () => getCollaborators(portfolioId), + enabled: !!portfolioId, + refetchOnWindowFocus: false, + }); + + const isLoading = loadingCaps || loadingCollabs; + + // Build a map: userId -> { capabilities: [] } + const capMap: CapabilityMap = {}; + for (const c of collaborators) { + capMap[c.userId] = { name: c.name, email: c.email, capabilities: [] }; + } + for (const e of entries) { + if (capMap[e.userId]) { + capMap[e.userId].capabilities.push(e.capability); + } + } + + const toggleMutation = useMutation({ + mutationFn: ({ + userId, + capability, + has, + }: { + userId: string; + capability: Capability; + has: boolean; + }) => + has + ? removeCapability(portfolioId, userId, capability) + : assignCapability(portfolioId, userId, capability), + onSettled: () => { + queryClient.invalidateQueries({ queryKey }); + }, + }); + + const rows = Object.entries(capMap); + + return ( +
+ + + + + Project Roles: +

+ Assign approver or contractor capabilities to users +

+
+
+ + +
+
+ + + Name + Email + Approver + Contractor + + + + {isLoading ? ( + + + Loading… + + + ) : rows.length === 0 ? ( + + + No collaborators yet. Add users in the section above first. + + + ) : ( + rows.map(([userId, { name, email, capabilities }]) => ( + + {name || "—"} + {email} + + + toggleMutation.mutate({ userId, capability: "approver", has }) + } + /> + + + + toggleMutation.mutate({ userId, capability: "contractor", has }) + } + /> + + + )) + )} + +
+
+ + + + + + ); +} + +function CapabilityToggle({ + has, + capability, + isPending, + onToggle, +}: { + has: boolean; + capability: Capability; + isPending: boolean; + onToggle: (has: boolean) => void; +}) { + return ( + + ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/InstallUploadModal.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/InstallUploadModal.tsx new file mode 100644 index 0000000..d7c83bf --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/InstallUploadModal.tsx @@ -0,0 +1,272 @@ +"use client"; + +import { useState } from "react"; +import { + Dialog, + DialogContent, + DialogHeader, + DialogTitle, + DialogDescription, + DialogFooter, +} from "@/app/shadcn_components/ui/dialog"; +import { Button } from "@/app/shadcn_components/ui/button"; +import { Input } from "@/app/shadcn_components/ui/input"; +import { + Select, + SelectContent, + SelectGroup, + SelectItem, + SelectLabel, + SelectTrigger, + SelectValue, +} from "@/app/shadcn_components/ui/select"; +import { uploadFileToS3 } from "@/app/utils/s3"; +import type { ClassifiedDeal } from "./types"; + +type Props = { + deal: ClassifiedDeal; + onClose: () => void; +}; + +// Contractor-specific file type options grouped for the UI +const FILE_TYPE_OPTIONS: { value: string; label: string; group: string }[] = [ + // Install photos + { value: "pre_photo", label: "Pre Photo", group: "Install Photos" }, + { value: "mid_photo", label: "Mid Photo", group: "Install Photos" }, + { value: "post_photo", label: "Post Photo", group: "Install Photos" }, + // Pre-installation + { value: "pre_installation_building_inspection", label: "Pre-Installation Building Inspection (PIBI)", group: "Pre-Installation" }, + { value: "point_of_work_risk_assessment", label: "Point of Work Risk Assessment", group: "Pre-Installation" }, + // Compliance + { value: "claim_of_compliance", label: "Claim of Compliance (PAS 2030)", group: "Compliance" }, + { value: "mcs_compliance_certificate", label: "MCS Compliance Certificate", group: "Compliance" }, + { value: "certificate_of_conformity", label: "Certificate of Conformity", group: "Compliance" }, + { value: "minor_works_electrical_certificate", label: "Minor Works Electrical Certificate", group: "Compliance" }, + // Handover + { value: "handover_pack", label: "Handover Documents / Pack", group: "Handover" }, + { value: "workmanship_warranty", label: "Workmanship Warranty", group: "Handover" }, + { value: "insurance_guarantee", label: "Insurance Backed Guarantee (IBG)", group: "Handover" }, + { value: "g98_notification", label: "G98 / G99 Notification", group: "Handover" }, + { value: "ventilation_assessment_checklist", label: "Ventilation Assessment Checklist", group: "Handover" }, + // Qualifications + { value: "installer_qualifications", label: "Installer Qualifications", group: "Qualifications" }, + { value: "installer_feedback", label: "Installer Feedback", group: "Other" }, + { value: "contractor_other", label: "Other", group: "Other" }, +]; + +const FILE_TYPE_GROUPS = [ + "Install Photos", + "Pre-Installation", + "Compliance", + "Handover", + "Qualifications", + "Other", +]; + +function parseMeasures(raw: string | null | undefined): string[] { + if (!raw) return []; + return raw.split(",").map((m) => m.trim()).filter(Boolean); +} + +function contentTypeFor(ext: string): string { + const e = ext.toLowerCase(); + if (e === "pdf") return "application/pdf"; + if (e === "xml") return "application/xml"; + if (["jpg", "jpeg"].includes(e)) return "image/jpeg"; + if (e === "png") return "image/png"; + return "application/octet-stream"; +} + +async function getPresignedUrl(path: string, contentType: string): Promise { + const res = await fetch("/api/upload/retrofit-energy-assessments", { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ path, contentType, expiresInSeconds: 300 }), + }); + if (!res.ok) throw new Error("Failed to get presigned URL"); + const { url } = await res.json(); + return url; +} + +async function recordUpload(payload: { + s3FileKey: string; + s3FileBucket: string; + fileType: string; + measureName?: string; + uprn?: string; + hubspotDealId?: string; + landlordPropertyId?: string; +}) { + const res = await fetch("/api/upload/contractor-install", { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify(payload), + }); + if (!res.ok) throw new Error("Failed to record upload"); +} + +export default function InstallUploadModal({ deal, onClose }: Props) { + const measures = parseMeasures(deal.proposedMeasures); + const [file, setFile] = useState(null); + const [selectedMeasure, setSelectedMeasure] = useState( + measures[0] ?? "", + ); + const [selectedDocType, setSelectedDocType] = useState(""); + const [submitting, setSubmitting] = useState(false); + const [error, setError] = useState(null); + + function handleFileChange(e: React.ChangeEvent) { + const f = e.target.files?.[0] ?? null; + setFile(f); + setError(null); + } + + async function handleUpload() { + if (!file || !selectedDocType) return; + setSubmitting(true); + setError(null); + + try { + const timestamp = new Date() + .toISOString() + .replace(/[-:]/g, "") + .replace("T", "_") + .split(".")[0]; + const ext = (file.name.split(".").pop() || "bin").toLowerCase(); + const ct = contentTypeFor(ext); + + const s3Key = `contractor-install/${deal.dealId}/${selectedDocType}/${timestamp}.${ext}`; + + const presignedUrl = await getPresignedUrl(s3Key, ct); + + await uploadFileToS3({ presignedUrl, file, contentType: ct }); + + // Extract bucket from presigned URL (format: https://bucket.s3.region.amazonaws.com/...) + const urlObj = new URL(presignedUrl); + const bucket = urlObj.hostname.split(".")[0]; + + await recordUpload({ + s3FileKey: s3Key, + s3FileBucket: bucket, + fileType: selectedDocType, + measureName: selectedMeasure || undefined, + uprn: deal.uprn ?? undefined, + hubspotDealId: deal.dealId, + landlordPropertyId: deal.landlordPropertyId ?? undefined, + }); + + onClose(); + } catch (err) { + console.error(err); + setError("Upload failed. Please try again."); + } finally { + setSubmitting(false); + } + } + + const canUpload = !!file && !!selectedDocType && !submitting; + + return ( + + + + Upload Install Documentation + + Upload a document for{" "} + {deal.dealname ?? deal.landlordPropertyId ?? deal.dealId}. + Select the relevant measure and document type before uploading. + + + +
+ {/* Measure selector */} + {measures.length > 0 && ( +
+ + +
+ )} + + {/* Document type selector */} +
+ + +
+ + {/* File picker */} +
+ + +

+ PDF, JPG, or PNG accepted. +

+
+ + {error && ( +

+ {error} +

+ )} +
+ + + + + +
+
+ ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx new file mode 100644 index 0000000..2aa61f5 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx @@ -0,0 +1,355 @@ +"use client"; + +import { useMemo, useState } from "react"; +import { useMutation, useQueryClient } from "@tanstack/react-query"; +import { + Table, + TableBody, + TableCell, + TableHead, + TableHeader, + TableRow, +} from "@/app/shadcn_components/ui/table"; +import { Input } from "@/app/shadcn_components/ui/input"; +import { Button } from "@/app/shadcn_components/ui/button"; +import { Badge } from "@/app/shadcn_components/ui/badge"; +import { Checkbox } from "@/app/shadcn_components/ui/checkbox"; +import { Search, Upload, Save } from "lucide-react"; +import { STAGE_COLORS } from "./types"; +import type { ClassifiedDeal, PortfolioCapabilityType, ApprovalsByDeal } from "./types"; +import InstallUploadModal from "./InstallUploadModal"; + +type Props = { + data: ClassifiedDeal[]; + userCapability: PortfolioCapabilityType; + approvalsByDeal: ApprovalsByDeal; + portfolioId: string; +}; + +function parseMeasures(raw: string | null | undefined): string[] { + if (!raw) return []; + return raw + .split(",") + .map((m) => m.trim()) + .filter(Boolean); +} + +function ApprovalStatus({ + proposed, + approved, +}: { + proposed: string[]; + approved: string[]; +}) { + if (proposed.length === 0) return null; + const approvedSet = new Set(approved); + const approvedCount = proposed.filter((m) => approvedSet.has(m)).length; + + if (approvedCount === 0) { + return ( + + Pending + + ); + } + if (approvedCount === proposed.length) { + return ( + + Fully Approved + + ); + } + return ( + + {approvedCount}/{proposed.length} Approved + + ); +} + +async function saveApprovals( + portfolioId: string, + deals: { hubspotDealId: string; approvedMeasures: string[] }[], +) { + const res = await fetch(`/api/portfolio/${portfolioId}/approvals`, { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ deals }), + }); + if (!res.ok) throw new Error("Failed to save approvals"); +} + +export default function MeasuresTable({ + data, + userCapability, + approvalsByDeal, + portfolioId, +}: Props) { + const [search, setSearch] = useState(""); + const [pendingChanges, setPendingChanges] = useState< + Record> + >({}); + const [uploadDeal, setUploadDeal] = useState(null); + const [savedApprovals, setSavedApprovals] = + useState(approvalsByDeal); + + // Filter to only properties with proposed measures + const dealsWithMeasures = useMemo( + () => data.filter((d) => d.proposedMeasures), + [data], + ); + + const filtered = useMemo(() => { + const q = search.toLowerCase(); + if (!q) return dealsWithMeasures; + return dealsWithMeasures.filter( + (d) => + d.dealname?.toLowerCase().includes(q) || + d.landlordPropertyId?.toLowerCase().includes(q) || + d.proposedMeasures?.toLowerCase().includes(q), + ); + }, [dealsWithMeasures, search]); + + const hasPendingChanges = Object.keys(pendingChanges).length > 0; + + const saveMutation = useMutation({ + mutationFn: () => { + const deals = Object.entries(pendingChanges).map(([dealId, measures]) => ({ + hubspotDealId: dealId, + approvedMeasures: Array.from(measures), + })); + return saveApprovals(portfolioId, deals); + }, + onSuccess: () => { + // Merge pending changes into saved approvals + setSavedApprovals((prev) => { + const next = { ...prev }; + for (const [dealId, measures] of Object.entries(pendingChanges)) { + next[dealId] = Array.from(measures); + } + return next; + }); + setPendingChanges({}); + }, + }); + + function toggleMeasure(dealId: string, measure: string, currentApproved: string[]) { + setPendingChanges((prev) => { + // Start from either pending state or the saved state + const current = + prev[dealId] !== undefined + ? new Set(prev[dealId]) + : new Set(currentApproved); + + if (current.has(measure)) { + current.delete(measure); + } else { + current.add(measure); + } + + // If the pending set equals the saved set, remove from pending + const saved = new Set(savedApprovals[dealId] ?? []); + const setsEqual = + current.size === saved.size && [...current].every((m) => saved.has(m)); + + const next = { ...prev }; + if (setsEqual) { + delete next[dealId]; + } else { + next[dealId] = current; + } + return next; + }); + } + + if (dealsWithMeasures.length === 0) { + return ( +
+

+ No properties with proposed measures found in this project. +

+
+ ); + } + + return ( +
+ {/* Toolbar */} +
+
+ + setSearch(e.target.value)} + className="pl-9 h-9 text-sm" + /> +
+
+ + {filtered.length} of {dealsWithMeasures.length} properties + + {userCapability === "approver" && hasPendingChanges && ( + + )} +
+
+ + {/* Table */} +
+ + + + + Address + + + Stage + + + Proposed Measures + + + Status + + {userCapability === "contractor" && ( + + Actions + + )} + + + + {filtered.map((deal) => { + const proposed = parseMeasures(deal.proposedMeasures); + const approvedForDeal = + pendingChanges[deal.dealId] !== undefined + ? Array.from(pendingChanges[deal.dealId]) + : (savedApprovals[deal.dealId] ?? []); + const approvedSet = new Set(approvedForDeal); + const stageColor = STAGE_COLORS[deal.displayStage]; + const hasPending = pendingChanges[deal.dealId] !== undefined; + + return ( + + {/* Address */} + +
+ {deal.dealname ?? "—"} +
+ {deal.landlordPropertyId && ( +
+ {deal.landlordPropertyId} +
+ )} +
+ + {/* Stage */} + + + + {deal.displayStage} + + + + {/* Proposed measures with approval checkboxes */} + +
+ {proposed.map((measure) => { + const isApproved = approvedSet.has(measure); + if (userCapability === "approver") { + return ( + + ); + } + return ( + + {measure} + + ); + })} +
+
+ + {/* Status badge */} + + + + + {/* Contractor upload button */} + {userCapability === "contractor" && ( + + + + )} +
+ ); + })} +
+
+
+ + {/* Install upload modal */} + {uploadDeal && ( + setUploadDeal(null)} + /> + )} +
+ ); +} From 3e872e45d53dc711d05125abfbe65c6904d9e5fb Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Thu, 16 Apr 2026 21:23:34 +0000 Subject: [PATCH 3/6] added migration artefacts --- .../db/migrations/0172_kind_eddie_brock.sql | 59 + src/app/db/migrations/meta/0172_snapshot.json | 6718 +++++++++++++++++ src/app/db/migrations/meta/_journal.json | 9 +- 3 files changed, 6785 insertions(+), 1 deletion(-) create mode 100644 src/app/db/migrations/0172_kind_eddie_brock.sql create mode 100644 src/app/db/migrations/meta/0172_snapshot.json diff --git a/src/app/db/migrations/0172_kind_eddie_brock.sql b/src/app/db/migrations/0172_kind_eddie_brock.sql new file mode 100644 index 0000000..429efb9 --- /dev/null +++ b/src/app/db/migrations/0172_kind_eddie_brock.sql @@ -0,0 +1,59 @@ +CREATE TYPE "public"."portfolio_capability" AS ENUM('approver', 'contractor');--> statement-breakpoint +ALTER TYPE "public"."measure_type" ADD VALUE 'damp_mould';--> statement-breakpoint +ALTER TYPE "public"."measure_type" ADD VALUE 'door_undercut';--> statement-breakpoint +ALTER TYPE "public"."measure_type" ADD VALUE 'extractor_fan';--> statement-breakpoint +ALTER TYPE "public"."measure_type" ADD VALUE 'loft_board';--> statement-breakpoint +ALTER TYPE "public"."measure_type" ADD VALUE 'trickle_vent';--> statement-breakpoint +ALTER TYPE "public"."file_source" ADD VALUE 'contractor';--> statement-breakpoint +ALTER TYPE "public"."file_type" ADD VALUE 'pre_photo';--> statement-breakpoint +ALTER TYPE "public"."file_type" ADD VALUE 'mid_photo';--> statement-breakpoint +ALTER TYPE "public"."file_type" ADD VALUE 'post_photo';--> statement-breakpoint +ALTER TYPE "public"."file_type" ADD VALUE 'pre_installation_building_inspection';--> statement-breakpoint +ALTER TYPE "public"."file_type" ADD VALUE 'claim_of_compliance';--> statement-breakpoint +ALTER TYPE "public"."file_type" ADD VALUE 'handover_pack';--> statement-breakpoint +ALTER TYPE "public"."file_type" ADD VALUE 'insurance_guarantee';--> statement-breakpoint +ALTER TYPE "public"."file_type" ADD VALUE 'installer_qualifications';--> statement-breakpoint +ALTER TYPE "public"."file_type" ADD VALUE 'mcs_compliance_certificate';--> statement-breakpoint +ALTER TYPE "public"."file_type" ADD VALUE 'minor_works_electrical_certificate';--> statement-breakpoint +ALTER TYPE "public"."file_type" ADD VALUE 'point_of_work_risk_assessment';--> statement-breakpoint +ALTER TYPE "public"."file_type" ADD VALUE 'installer_feedback';--> statement-breakpoint +ALTER TYPE "public"."file_type" ADD VALUE 'workmanship_warranty';--> statement-breakpoint +ALTER TYPE "public"."file_type" ADD VALUE 'g98_notification';--> statement-breakpoint +ALTER TYPE "public"."file_type" ADD VALUE 'certificate_of_conformity';--> statement-breakpoint +ALTER TYPE "public"."file_type" ADD VALUE 'ventilation_assessment_checklist';--> statement-breakpoint +ALTER TYPE "public"."file_type" ADD VALUE 'contractor_other';--> statement-breakpoint +CREATE TABLE "deal_approvals" ( + "id" bigserial PRIMARY KEY NOT NULL, + "hubspot_deal_id" text NOT NULL, + "approved_by" bigint NOT NULL, + "approved_at" timestamp with time zone DEFAULT now() NOT NULL, + "notes" text, + "created_at" timestamp with time zone DEFAULT now() NOT NULL +); +--> statement-breakpoint +CREATE TABLE "deal_approved_measures" ( + "id" bigserial PRIMARY KEY NOT NULL, + "deal_approval_id" bigint NOT NULL, + "measure_name" text NOT NULL, + "created_at" timestamp with time zone DEFAULT now() NOT NULL +); +--> statement-breakpoint +CREATE TABLE "portfolio_capabilities" ( + "id" bigserial PRIMARY KEY NOT NULL, + "user_id" bigint NOT NULL, + "portfolio_id" bigint NOT NULL, + "capability" "portfolio_capability" NOT NULL, + "created_at" timestamp (6) with time zone DEFAULT now() NOT NULL, + "updated_at" timestamp (6) with time zone DEFAULT now() NOT NULL, + CONSTRAINT "portfolio_capabilities_user_id_portfolio_id_capability_unique" UNIQUE("user_id","portfolio_id","capability") +); +--> statement-breakpoint +ALTER TABLE "uploaded_files" ADD COLUMN "measure_name" text;--> statement-breakpoint +ALTER TABLE "uploaded_files" ADD COLUMN "uploaded_by" bigint;--> statement-breakpoint +ALTER TABLE "deal_approvals" ADD CONSTRAINT "deal_approvals_approved_by_user_id_fk" FOREIGN KEY ("approved_by") REFERENCES "public"."user"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "deal_approved_measures" ADD CONSTRAINT "deal_approved_measures_deal_approval_id_deal_approvals_id_fk" FOREIGN KEY ("deal_approval_id") REFERENCES "public"."deal_approvals"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "portfolio_capabilities" ADD CONSTRAINT "portfolio_capabilities_user_id_user_id_fk" FOREIGN KEY ("user_id") REFERENCES "public"."user"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "portfolio_capabilities" ADD CONSTRAINT "portfolio_capabilities_portfolio_id_portfolio_id_fk" FOREIGN KEY ("portfolio_id") REFERENCES "public"."portfolio"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint +CREATE INDEX "idx_deal_approvals_deal_id" ON "deal_approvals" USING btree ("hubspot_deal_id");--> statement-breakpoint +CREATE INDEX "idx_deal_approved_measures_approval_id" ON "deal_approved_measures" USING btree ("deal_approval_id");--> statement-breakpoint +ALTER TABLE "uploaded_files" ADD CONSTRAINT "uploaded_files_uploaded_by_user_id_fk" FOREIGN KEY ("uploaded_by") REFERENCES "public"."user"("id") ON DELETE no action ON UPDATE no action; \ No newline at end of file diff --git a/src/app/db/migrations/meta/0172_snapshot.json b/src/app/db/migrations/meta/0172_snapshot.json new file mode 100644 index 0000000..c12c56c --- /dev/null +++ b/src/app/db/migrations/meta/0172_snapshot.json @@ -0,0 +1,6718 @@ +{ + "id": "2cd9cc35-10bd-4523-b97a-e1db7eede798", + "prevId": "cc0e7e0b-eadb-47e3-8dcc-53754d9e409e", 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"porch_canopy", + "chimney", + "fascia", + "soffit", + "fascia_soffit_bargeboards", + "gutters", + "store_roof", + "garage_roof", + "garage_and_store_roof", + "external_wall", + "external_noise_insulation", + "primary_wall", + "secondary_wall", + "downpipes", + "external_decoration", + "cladding", + "spandrel_panels", + "garage_walls", + "party_wall_fire_break", + "external_brickwork_pointing", + "internal_downpipes_external_area", + "external_windows", + "communal_windows", + "secondary_glazing", + "store_windows", + "garage_windows", + "garage_and_store_windows", + "external_door", + "front_door", + "rear_door", + "store_door", + "garage_door", + "garage_and_store_door", + "communal_entrance_door", + "main_door", + "block_entrance_door", + "lintel", + "patio_french_door", + "door_entry_handset", + "paths_and_hardstandings", + "parking_areas", + "boundary_walls", + "front_fencing", + "rear_fencing", + "side_fencing", + "rear_gate", + "front_gate", + "gates", + "retaining_walls", + "private_balcony", + "balcony_balustrade", + "outbuildings", + "garage_structure", + "paving", + "roads", + "soil_and_vent", + "solar_thermals", + "drop_kerb", + "outbuilding_overhaul", + "external_structural_defects", + "access_ramp", + "kitchen", + "kitchen_space_layout", + "tenant_installed_kitchen", + "kitchen_extractor_fan", + "bathroom", + "secondary_bathroom", + "secondary_toilet", + "bathroom_extractor_fan", + "additional_wc_or_whb", + "bathroom_remaining_life_source", + "kitchen_remaining_life_source", + "central_heating", + "heating_boiler", + "heating_distribution", + "secondary_heating", + "hot_water_system", + "cold_water_storage", + "heating_system", + "boiler_fuel", + "water_heating", + "programmable_heating", + "community_heating", + "gas_available", + "heat_recovery_units", + "heating_improvements", + "electrical_wiring", + "consumer_unit", + "smoke_detection", + "heat_detection", + "carbon_monoxide_detection", + "fire_door_rating", + "fire_risk_assessment", + "internal_wiring", + "electrics", + "communal_heating", + "communal_boiler", + "communal_electrics", + "communal_fire_alarm", + "communal_emergency_lighting", + "communal_door_entry", + "communal_cctv", + "communal_bin_store", + "communal_bin_store_doors", + "communal_bin_store_walls", + "communal_bin_store_roof", + "communal_refuse_chute", + "communal_floor_covering", + "communal_kitchen", + "communal_bathroom", + "communal_toilets", + "communal_gates", + "communal_lift", + "communal_passenger_lift", + "communal_balcony_walkway", + "communal_entrance", + "communal_internal_decorations", + "communal_internal_floor", + "communal_walkways", + "communal_external_doors", + "communal_stairs", + "communal_aerial", + "communal_aov", + "communal_internal_doors", + "communal_lateral_mains", + "communal_lighting", + "communal_lighting_conductor", + "communal_store_roof", + "communal_store_walls", + "communal_store_doors", + "communal_warden_call_system", + "communal_bms", + "communal_booster_pump", + "communal_dry_riser", + "communal_wet_riser", + "communal_cold_water_storage", + "communal_sprinkler", + "communal_plug_sockets", + "communal_circulation_space", + "ffhh_damp", + "ffhh_hold_and_cold_water", + "ffhh_drainage_lavatories", + "ffhh_neglected", + "ffhh_natural_light", + "ffhh_ventilation", + "ffhh_food_prep_and_washup", + "ffhh_unsafe_layout", + "ffhh_unstable_building", + "hhsrs_damp_and_mould", + "hhsrs_excess_cold", + "hhsrs_excess_heat", + "hhsrs_asbestos_and_mmf", + "hhsrs_biocides", + "hhsrs_carbon_monoxide", + "hhsrs_lead", + "hhsrs_radiation", + "hhsrs_uncombusted_fuel_gas", + "hhsrs_volatile_organic_compounds", + "hhsrs_crowding_and_space", + "hhsrs_entry_by_intruders", + "hhsrs_lighting", + "hhsrs_noise", + "hhsrs_domestic_hygiene_pests_refuse", + "hhsrs_food_safety", + "hhsrs_personal_hygiene_sanitation", + "hhsrs_water_supply", + "hhsrs_falls_associated_with_baths", + "hhsrs_falls_on_level_surfaces", + "hhsrs_falls_on_stairs", + "hhsrs_falls_between_levels", + "hhsrs_electrical_hazards", + "hhsrs_fire", + "hhsrs_flames_hot_surfaces", + "hhsrs_collision_and_entrapment", + "hhsrs_collision_hazards_low_headroom", + "hhsrs_explosions", + "hhsrs_ergonomics", + "hhsrs_structural_collapse", + "hhsrs_amenities" + ] + }, + "public.document_type": { + "name": "document_type", + "schema": "public", + "values": [ + "EPR", + "Condition Report", + "Evidence Report", + "Summary Information", + "Floor Plan", + "Scenario Draft EPC", + "Scenario Site Notes" + ] + }, + "public.scheme": { + "name": "scheme", + "schema": "public", + "values": [ + "eco4", + "gbis", + "whlg", + "none" + ] + }, + "public.inspection_archetype_2": { + "name": "inspection_archetype_2", + "schema": "public", + "values": [ + "detached", + "mid-terrace", + "enclosed mid-terrace", + "end-terrace", + "enclosed end-terrace", + "semi-detached" + ] + }, + "public.inspection_archetype": { + "name": "inspection_archetype", + "schema": "public", + "values": [ + "Bungalow", + "Flat", + "Maisonette", + "House", + "non-domestic" + ] + }, + "public.inspection_borescoped": { + "name": "inspection_borescoped", + "schema": "public", + "values": [ + "yes", + "no", + "refused" + ] + }, + "public.inspections_access_issues": { + "name": "inspections_access_issues", + "schema": "public", + "values": [ + "see notes", + "damp issues", + "foliage on walls", + "bushes against wall", + "trees around/anove property", + "high rise block flats/maisonettes", + "conservatory", + "lean-to", + "garage", + "extension", + "decking", + "shed against wall" + ] + }, + "public.inspections_cladding": { + "name": "inspections_cladding", + "schema": "public", + "values": [ + "none", + "cladded with “sufficient space to fill the wall”", + "cladded with “insufficient space to fill the wall”" + ] + }, + "public.inspections_insulation_material": { + "name": "inspections_insulation_material", + "schema": "public", + "values": [ + "empty 50-90", + "empty 100+", + "empty 30-40", + "empty less than 30", + "loose fibre/wool", + "eps/celo/king", + "fibre batts - with cavity", + "fibre batts - no cavity", + "loose bead", + "glued bead", + "formaldehyde", + "bubble wrap", + "poly chunks" + ] + }, + "public.inspections_rendered": { + "name": "inspections_rendered", + "schema": "public", + "values": [ + "no render", + "rendered with “insufficient” space between dpc and render", + "rendered with “sufficient” space between dpc and render" + ] + }, + "public.inspections_roof_orientation": { + "name": "inspections_roof_orientation", + "schema": "public", + "values": [ + "north", + "east", + "south", + "west", + "north-east", + "north-west", + "south-east", + "south-west", + "n/s split", + "e/w split", + "ne/sw split", + "nw/se split", + "flat roof", + "no roof", + "roof too small", + "already has solar pv" + ] + }, + "public.inspections_tile_hung": { + "name": "inspections_tile_hung", + "schema": "public", + "values": [ + "yes", + "no", + "first floor flats are tile hung" + ] + }, + "public.inspections_wall_construction": { + "name": "inspections_wall_construction", + "schema": "public", + "values": [ + "cavity", + "solid", + "system built", + "timber framed", + "steel framed", + "re-walled cavity", + "mansard pre-fab", + "mansard ewi", + "mansard re-walled" + ] + }, + "public.inspections_wall_insulation": { + "name": "inspections_wall_insulation", + "schema": "public", + "values": [ + "empty cavity", + "filled at build", + "partial", + "retro drilled", + "ewi", + "iwi", + "solid non-cavity", + "system built", + "timber framed", + "steel framed" + ] + }, + "public.cost_unit": { + "name": "cost_unit", + "schema": "public", + "values": [ + "gbp_sq_meter", + "gbp_per_unit", + "gbp_per_m2", + "gbp_per_m" + ] + }, + "public.depth_unit": { + "name": "depth_unit", + "schema": "public", + "values": [ + "mm" + ] + }, + "public.type": { + "name": "type", + "schema": "public", + "values": [ + "suspended_floor_insulation", + "solid_floor_insulation", + "external_wall_insulation", + "internal_wall_insulation", + "cavity_wall_insulation", + "mechanical_ventilation", + "loft_insulation", + "exposed_floor_insulation", + "flat_roof_insulation", + "room_roof_insulation", + "cavity_wall_extraction", + "iwi_wall_demolition", + "iwi_vapour_barrier", + "iwi_redecoration", + "suspended_floor_demolition", + "suspended_floor_redecoration", + "suspended_floor_vapour_barrier", + "solid_floor_demolition", + "solid_floor_preparation", + "solid_floor_vapour_barrier", + "solid_floor_redecoration", + "ewi_wall_demolition", + "ewi_wall_preparation", + "ewi_wall_redecoration", + "low_energy_lighting_installation", + "flat_roof_preparation", + "flat_roof_vapour_barrier", + "flat_roof_waterproofing", + "windows_glazing", + "secondary_glazing", + "double_glazing", + "trickle_vent", + "door_undercut", + "solar_pv", + "solar_battery", + "scaffolding", + "high_heat_retention_storage_heaters", + "air_source_heat_pump", + "boiler_upgrade", + "roomstat_programmer_trvs", + "time_temperature_zone_control", + "sealing_fireplace" + ] + }, + "public.r_value_unit": { + "name": "r_value_unit", + "schema": "public", + "values": [ + "square_meter_kelvin_per_watt" + ] + }, + "public.size_unit": { + "name": "size_unit", + "schema": "public", + "values": [ + "kWp", + "kW", + "watt", + "storey" + ] + }, + "public.thermal_conductivity_unit": { + "name": "thermal_conductivity_unit", + "schema": "public", + "values": [ + "watt_per_meter_kelvin" + ] + }, + "public.goal": { + "name": "goal", + "schema": "public", + "values": [ + "Valuation Improvement", + "Increasing EPC", + "Reducing CO2 emissions", + "Energy Savings", + "None" + ] + }, + "public.portfolio_capability": { + "name": "portfolio_capability", + "schema": "public", + "values": [ + "approver", + "contractor" + ] + }, + "public.role": { + "name": "role", + "schema": "public", + "values": [ + "creator", + "admin", + "read", + "write" + ] + }, + "public.status": { + "name": "status", + "schema": "public", + "values": [ + "scoping", + "survey", + "assessment", + "tendering", + "project underway", + "completion; status: on track", + "completion; status: delayed", + "completion; status: at risk", + "completion; status: completed", + "needs review" + ] + }, + "public.epc": { + "name": "epc", + "schema": "public", + "values": [ + "A", + "B", + "C", + "D", + "E", + "F", + "G" + ] + }, + "public.creation_status": { + "name": "creation_status", + "schema": "public", + "values": [ + "LOADING", + "READY", + "ERROR" + ] + }, + "public.housing_type": { + "name": "housing_type", + "schema": "public", + "values": [ + "Private", + "Social" + ] + }, + "public.measure_type": { + "name": "measure_type", + "schema": "public", + "values": [ + "air_source_heat_pump", + "boiler_upgrade", + "high_heat_retention_storage_heaters", + "secondary_heating", + "roomstat_programmer_trvs", + "time_temperature_zone_control", + "cylinder_thermostat", + "cavity_wall_insulation", + "extension_cavity_wall_insulation", + "external_wall_insulation", + "internal_wall_insulation", + "loft_insulation", + "flat_roof_insulation", + "room_roof_insulation", + "solid_floor_insulation", + "suspended_floor_insulation", + "double_glazing", + "secondary_glazing", + "draught_proofing", + "mechanical_ventilation", + "low_energy_lighting", + "solar_pv", + "hot_water_tank_insulation", + "sealing_open_fireplace", + "damp_mould", + "door_undercut", + "extractor_fan", + "loft_board", + "trickle_vent" + ] + }, + "public.plan_type": { + "name": "plan_type", + "schema": "public", + "values": [ + "solar_eco4", + "solar_hhrsh_eco4", + "empty_cavity_eco", + "partial_cavity_eco", + "extraction_eco" + ] + }, + "public.unit_quantity": { + "name": "unit_quantity", + "schema": "public", + "values": [ + "m2", + "part", + "kwp" + ] + }, + "public.scenario_type": { + "name": "scenario_type", + "schema": "public", + "values": [ + "unit", + "building" + ] + }, + "public.source": { + "name": "source", + "schema": "public", + "values": [ + "portfolio_id" + ] + }, + "public.file_source": { + "name": "file_source", + "schema": "public", + "values": [ + "pas hub", + "sharepoint", + "hubspot", + "ecmk", + "contractor" + ] + }, + "public.file_type": { + "name": "file_type", + "schema": "public", + "values": [ + "photo_pack", + "site_note", + "rd_sap_site_note", + "pas_2023_ventilation", + "pas_2023_condition", + "pas_significance", + "par_photo_pack", + "pas_2023_property", + "pas_2023_occupancy", + "ecmk_site_note", + "ecmk_rd_sap_site_note", + "ecmk_survey_xml", + "pre_photo", + "mid_photo", + "post_photo", + "pre_installation_building_inspection", + "claim_of_compliance", + "handover_pack", + "insurance_guarantee", + "installer_qualifications", + "mcs_compliance_certificate", + "minor_works_electrical_certificate", + "point_of_work_risk_assessment", + "installer_feedback", + "workmanship_warranty", + "g98_notification", + "certificate_of_conformity", + "ventilation_assessment_checklist", + "contractor_other" + ] + }, + "public.user_profiles_property_count": { + "name": "user_profiles_property_count", + "schema": "public", + "values": [ + "1", + "2–5", + "6–20", + "21+", + "1–50", + "51–100", + "101–300", + "301–1000", + "1000+" + ] + }, + "public.user_profiles_referral_source": { + "name": "user_profiles_referral_source", + "schema": "public", + "values": [ + "search", + "social_media", + "NRLA", + "partner", + "word_of_mouth", + "other" + ] + }, + "public.user_profiles_user_type": { + "name": "user_profiles_user_type", + "schema": "public", + "values": [ + "private_landlord", + "private_tenant", + "social_landlord", + "social_tenant", + "homeowner", + "other" + ] + } + }, + "schemas": {}, + "sequences": {}, + "roles": {}, + "policies": {}, + "views": {}, + "_meta": { + "columns": {}, + "schemas": {}, + "tables": {} + } +} \ No newline at end of file diff --git a/src/app/db/migrations/meta/_journal.json b/src/app/db/migrations/meta/_journal.json index bb740c2..89e4930 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1205,6 +1205,13 @@ "when": 1776361262258, "tag": "0171_chunky_wallow", "breakpoints": true + }, + { + "idx": 172, + "version": "7", + "when": 1776374085626, + "tag": "0172_kind_eddie_brock", + "breakpoints": true } ] -} +} \ No newline at end of file From ea50699ee31c72ba74dfbe0c8f179ff7211d71e9 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Thu, 16 Apr 2026 21:26:21 +0000 Subject: [PATCH 4/6] temp commenting out bulkupload modal --- src/app/components/portfolio/AddNew.tsx | 186 ++++++++++++------------ 1 file changed, 93 insertions(+), 93 deletions(-) diff --git a/src/app/components/portfolio/AddNew.tsx b/src/app/components/portfolio/AddNew.tsx index 8859507..28bcec7 100644 --- a/src/app/components/portfolio/AddNew.tsx +++ b/src/app/components/portfolio/AddNew.tsx @@ -13,7 +13,7 @@ import { import { cn } from "@/lib/utils"; import { useRouter } from "next/navigation"; import { Dispatch, SetStateAction, useState } from "react"; -import BulkUploadComingSoonModal from "@/app/components/portfolio/BulkUploadComingSoonModal"; +// import BulkUploadComingSoonModal from "@/app/components/portfolio/BulkUploadComingSoonModal"; interface AddNewProps { portfolioId: string; @@ -37,112 +37,112 @@ export default function AddNew({ return ( <> - setIsBulkUploadOpen(false)} portfolioId={portfolioId} - /> - - + - - New Property - - + > + + New Property + + - -
- {/* Remote Assessment */} - - {({ active }) => ( - - )} - - - {/* CSV Upload */} - - {({ active }) => ( - - )} - - - {/* Bulk Upload (Coming Soon) */} - - {({ active }) => ( - - )} - -
-
-
+ + Run a remote assessment for a single property. + + + + )} + + + {/* CSV Upload */} + + {({ active }) => ( + + )} + + + {/* Bulk Upload (Coming Soon) */} + + {({ active }) => ( + + )} + + + + ); } From 881364b5627013a51d80597086061970363ce126 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Fri, 17 Apr 2026 00:01:08 +0000 Subject: [PATCH 5/6] migrated db and building out upload doc ui and approval log --- .../live-tracking/property-documents/route.ts | 4 +- .../[portfolioId]/approvals/route.ts | 168 +- .../api/upload/contractor-install/route.ts | 61 +- src/app/db/migrations/0173_neat_bastion.sql | 26 + src/app/db/migrations/meta/0173_snapshot.json | 6754 +++++++++++++++++ src/app/db/migrations/meta/_journal.json | 7 + src/app/db/schema/approvals.ts | 49 +- .../settings/UsersPermissionsCard.tsx | 32 +- .../[slug]/(portfolio)/settings/roles.tsx | 4 +- .../live/ApprovalConfirmDialog.tsx | 140 + .../live/ContractorUploadModal.tsx | 569 ++ .../your-projects/live/DocumentTable.tsx | 25 +- .../live/DocumentTableColumns.tsx | 22 +- .../your-projects/live/InstallUploadModal.tsx | 272 - .../your-projects/live/LiveTracker.tsx | 3 + .../your-projects/live/MeasuresTable.tsx | 378 +- .../live/PropertyDetailDrawer.tsx | 110 +- .../(portfolio)/your-projects/live/page.tsx | 36 +- 18 files changed, 8111 insertions(+), 549 deletions(-) create mode 100644 src/app/db/migrations/0173_neat_bastion.sql create mode 100644 src/app/db/migrations/meta/0173_snapshot.json create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/ApprovalConfirmDialog.tsx create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx delete mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/InstallUploadModal.tsx diff --git a/src/app/api/live-tracking/property-documents/route.ts b/src/app/api/live-tracking/property-documents/route.ts index 912dba8..0e73dc6 100644 --- a/src/app/api/live-tracking/property-documents/route.ts +++ b/src/app/api/live-tracking/property-documents/route.ts @@ -29,6 +29,7 @@ export async function GET(req: Request) { s3FileBucket: uploadedFiles.s3FileBucket, s3UploadTimestamp: uploadedFiles.s3UploadTimestamp, fileType: uploadedFiles.fileType, + source: uploadedFiles.source, uprn: uploadedFiles.uprn, landlordPropertyId: uploadedFiles.landlordPropertyId, }) @@ -39,7 +40,8 @@ export async function GET(req: Request) { id: String(row.id), s3FileKey: row.s3FileKey, s3FileBucket: row.s3FileBucket, - docType: row.fileType ?? "unknown", + docType: row.fileType ?? null, + source: row.source ?? null, s3UploadTimestamp: row.s3UploadTimestamp.toISOString(), uprn: row.uprn !== null ? String(row.uprn) : null, landlordPropertyId: row.landlordPropertyId, diff --git a/src/app/api/portfolio/[portfolioId]/approvals/route.ts b/src/app/api/portfolio/[portfolioId]/approvals/route.ts index 4ca7dac..c4b3933 100644 --- a/src/app/api/portfolio/[portfolioId]/approvals/route.ts +++ b/src/app/api/portfolio/[portfolioId]/approvals/route.ts @@ -1,12 +1,12 @@ import { db } from "@/app/db/db"; import { NextRequest, NextResponse } from "next/server"; -import { dealApprovals, dealApprovedMeasures } from "@/app/db/schema/approvals"; import { - portfolioCapabilities, - portfolioUsers, -} from "@/app/db/schema/portfolio"; + dealMeasureApprovals, + dealMeasureApprovalEvents, +} from "@/app/db/schema/approvals"; +import { portfolioCapabilities } from "@/app/db/schema/portfolio"; import { user } from "@/app/db/schema/users"; -import { and, eq, inArray } from "drizzle-orm"; +import { and, eq, inArray, sql } from "drizzle-orm"; import { z } from "zod"; import { getServerSession } from "next-auth"; import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; @@ -38,62 +38,82 @@ async function hasApproverCapability( return rows.length > 0; } -// GET — return all approved measures grouped by hubspot deal id -// Query param: dealIds (comma-separated) +// GET — return currently approved measures per deal, and optionally the audit event log +// Query params: +// dealIds comma-separated HubSpot deal IDs (required) +// include "events" to also return the audit log export async function GET( req: NextRequest, props: { params: Promise<{ portfolioId: string }> }, ) { - const { portfolioId } = await props.params; const url = new URL(req.url); const dealIdsParam = url.searchParams.get("dealIds"); + const includeEvents = url.searchParams.get("include") === "events"; if (!dealIdsParam) { - return NextResponse.json({}); + return NextResponse.json(includeEvents ? { approved: {}, events: [] } : {}); } const dealIds = dealIdsParam.split(",").filter(Boolean); if (dealIds.length === 0) { - return NextResponse.json({}); + return NextResponse.json(includeEvents ? { approved: {}, events: [] } : {}); } try { - // Fetch most recent approval per deal + its measures - const approvals = await db + // Current approved measures + const approvalRows = await db .select({ - id: dealApprovals.id, - hubspotDealId: dealApprovals.hubspotDealId, - approvedAt: dealApprovals.approvedAt, + hubspotDealId: dealMeasureApprovals.hubspotDealId, + measureName: dealMeasureApprovals.measureName, + approvedByEmail: user.email, + approvedByName: user.firstName, + approvedAt: dealMeasureApprovals.approvedAt, }) - .from(dealApprovals) - .where(inArray(dealApprovals.hubspotDealId, dealIds)); + .from(dealMeasureApprovals) + .leftJoin(user, eq(user.id, dealMeasureApprovals.approvedBy)) + .where( + and( + inArray(dealMeasureApprovals.hubspotDealId, dealIds), + eq(dealMeasureApprovals.isApproved, true), + ), + ); - if (approvals.length === 0) { - return NextResponse.json({}); + const approved: Record = {}; + for (const row of approvalRows) { + (approved[row.hubspotDealId] ??= []).push(row.measureName); } - const approvalIds = approvals.map((a) => a.id); - const measures = await db - .select({ - dealApprovalId: dealApprovedMeasures.dealApprovalId, - measureName: dealApprovedMeasures.measureName, - }) - .from(dealApprovedMeasures) - .where(inArray(dealApprovedMeasures.dealApprovalId, approvalIds)); - - // Build map: dealId -> approved measure names[] - const approvalById = new Map(approvals.map((a) => [a.id.toString(), a])); - const result: Record = {}; - - for (const m of measures) { - const approval = approvalById.get(m.dealApprovalId.toString()); - if (!approval) continue; - const dealId = approval.hubspotDealId; - if (!result[dealId]) result[dealId] = []; - result[dealId].push(m.measureName); + if (!includeEvents) { + return NextResponse.json(approved); } - return NextResponse.json(result); + // Audit event log + const eventRows = await db + .select({ + id: dealMeasureApprovalEvents.id, + hubspotDealId: dealMeasureApprovalEvents.hubspotDealId, + measureName: dealMeasureApprovalEvents.measureName, + action: dealMeasureApprovalEvents.action, + actedByEmail: user.email, + actedByName: user.firstName, + actedAt: dealMeasureApprovalEvents.actedAt, + }) + .from(dealMeasureApprovalEvents) + .leftJoin(user, eq(user.id, dealMeasureApprovalEvents.actedBy)) + .where(inArray(dealMeasureApprovalEvents.hubspotDealId, dealIds)) + .orderBy(dealMeasureApprovalEvents.actedAt); + + const events = eventRows.map((e) => ({ + id: e.id.toString(), + hubspotDealId: e.hubspotDealId, + measureName: e.measureName, + action: e.action, + actedByEmail: e.actedByEmail ?? "", + actedByName: e.actedByName ?? null, + actedAt: e.actedAt.toISOString(), + })); + + return NextResponse.json({ approved, events }); } catch (err) { console.error("GET /approvals error:", err); return NextResponse.json( @@ -103,7 +123,8 @@ export async function GET( } } -// POST — save approvals for one or more deals (replaces previous approvals) +// POST — apply explicit approve/unapprove changes, updating current state + audit log +// Body: { changes: [{ hubspotDealId, measureName, approved: boolean }] } export async function POST( req: NextRequest, props: { params: Promise<{ portfolioId: string }> }, @@ -127,10 +148,11 @@ export async function POST( } const bodySchema = z.object({ - deals: z.array( + changes: z.array( z.object({ hubspotDealId: z.string(), - approvedMeasures: z.array(z.string()), + measureName: z.string(), + approved: z.boolean(), }), ), }); @@ -142,42 +164,44 @@ export async function POST( return NextResponse.json({ error: "Invalid body" }, { status: 400 }); } + if (body.changes.length === 0) { + return NextResponse.json({ success: true }); + } + try { - for (const deal of body.deals) { - // Delete previous approvals for this deal (replace approach) - const existing = await db - .select({ id: dealApprovals.id }) - .from(dealApprovals) - .where(eq(dealApprovals.hubspotDealId, deal.hubspotDealId)); + const now = new Date(); - if (existing.length > 0) { - const existingIds = existing.map((e) => e.id); - await db - .delete(dealApprovedMeasures) - .where(inArray(dealApprovedMeasures.dealApprovalId, existingIds)); - await db - .delete(dealApprovals) - .where(inArray(dealApprovals.id, existingIds)); - } - - if (deal.approvedMeasures.length === 0) continue; - - // Insert new approval session - const [approval] = await db - .insert(dealApprovals) + for (const change of body.changes) { + // 1. Upsert current state + await db + .insert(dealMeasureApprovals) .values({ - hubspotDealId: deal.hubspotDealId, + hubspotDealId: change.hubspotDealId, + measureName: change.measureName, + isApproved: change.approved, approvedBy: userId, + approvedAt: now, }) - .returning({ id: dealApprovals.id }); + .onConflictDoUpdate({ + target: [ + dealMeasureApprovals.hubspotDealId, + dealMeasureApprovals.measureName, + ], + set: { + isApproved: change.approved, + approvedBy: userId, + approvedAt: now, + }, + }); - // Insert individual approved measures (stored as free text matching HubSpot proposedMeasures) - await db.insert(dealApprovedMeasures).values( - deal.approvedMeasures.map((m) => ({ - dealApprovalId: approval.id, - measureName: m, - })), - ); + // 2. Append to audit log + await db.insert(dealMeasureApprovalEvents).values({ + hubspotDealId: change.hubspotDealId, + measureName: change.measureName, + action: change.approved ? "approved" : "unapproved", + actedBy: userId, + actedAt: now, + }); } return NextResponse.json({ success: true }); diff --git a/src/app/api/upload/contractor-install/route.ts b/src/app/api/upload/contractor-install/route.ts index ea05d4b..c3c3fa0 100644 --- a/src/app/api/upload/contractor-install/route.ts +++ b/src/app/api/upload/contractor-install/route.ts @@ -2,12 +2,12 @@ import { db } from "@/app/db/db"; import { NextRequest, NextResponse } from "next/server"; import { uploadedFiles } from "@/app/db/schema/uploaded_files"; import { user } from "@/app/db/schema/users"; -import { eq } from "drizzle-orm"; +import { eq, inArray } from "drizzle-orm"; import { z } from "zod"; import { getServerSession } from "next-auth"; import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; -// POST — record a contractor install document in uploaded_files +// POST — record a contractor install document in uploaded_files (fileType optional — can be classified later) export async function POST(req: NextRequest) { const session = await getServerSession(AuthOptions); if (!session?.user?.email) { @@ -17,7 +17,7 @@ export async function POST(req: NextRequest) { const bodySchema = z.object({ s3FileKey: z.string(), s3FileBucket: z.string(), - fileType: z.string(), + fileType: z.string().optional(), // optional — null means unclassified measureName: z.string().optional(), uprn: z.string().optional(), hubspotDealId: z.string().optional(), @@ -32,7 +32,6 @@ export async function POST(req: NextRequest) { } try { - // Resolve uploader's user ID const userRow = await db .select({ id: user.id }) .from(user) @@ -47,7 +46,7 @@ export async function POST(req: NextRequest) { s3FileBucket: body.s3FileBucket, s3FileKey: body.s3FileKey, s3UploadTimestamp: new Date(), - fileType: body.fileType as any, + fileType: (body.fileType as any) ?? null, source: "contractor", measureName: body.measureName ?? null, uploadedBy: uploadedBy ?? undefined, @@ -60,9 +59,53 @@ export async function POST(req: NextRequest) { return NextResponse.json({ id: inserted.id.toString() }, { status: 201 }); } catch (err) { console.error("POST /upload/contractor-install error:", err); - return NextResponse.json( - { error: "Failed to record upload" }, - { status: 500 }, - ); + return NextResponse.json({ error: "Failed to record upload" }, { status: 500 }); + } +} + +// PATCH — update fileType and measureName for previously unclassified uploads +export async function PATCH(req: NextRequest) { + const session = await getServerSession(AuthOptions); + if (!session?.user?.email) { + return NextResponse.json({ error: "Unauthorised" }, { status: 401 }); + } + + const bodySchema = z.object({ + updates: z.array( + z.object({ + id: z.string(), + fileType: z.string(), + measureName: z.string().optional(), + }), + ), + }); + + let body: z.infer; + try { + body = bodySchema.parse(await req.json()); + } catch { + return NextResponse.json({ error: "Invalid body" }, { status: 400 }); + } + + if (body.updates.length === 0) { + return NextResponse.json({ success: true }); + } + + try { + // Update each record individually (small batches — no bulk update without raw SQL) + for (const update of body.updates) { + await db + .update(uploadedFiles) + .set({ + fileType: update.fileType as any, + measureName: update.measureName ?? null, + }) + .where(eq(uploadedFiles.id, BigInt(update.id))); + } + + return NextResponse.json({ success: true }); + } catch (err) { + console.error("PATCH /upload/contractor-install error:", err); + return NextResponse.json({ error: "Failed to update classifications" }, { status: 500 }); } } diff --git a/src/app/db/migrations/0173_neat_bastion.sql b/src/app/db/migrations/0173_neat_bastion.sql new file mode 100644 index 0000000..a8e290c --- /dev/null +++ b/src/app/db/migrations/0173_neat_bastion.sql @@ -0,0 +1,26 @@ +CREATE TABLE "deal_measure_approval_events" ( + "id" bigserial PRIMARY KEY NOT NULL, + "hubspot_deal_id" text NOT NULL, + "measure_name" text NOT NULL, + "action" text NOT NULL, + "acted_by" bigint NOT NULL, + "acted_at" timestamp with time zone DEFAULT now() NOT NULL +); +--> statement-breakpoint +CREATE TABLE "deal_measure_approvals" ( + "id" bigserial PRIMARY KEY NOT NULL, + "hubspot_deal_id" text NOT NULL, + "measure_name" text NOT NULL, + "is_approved" boolean DEFAULT true NOT NULL, + "approved_by" bigint NOT NULL, + "approved_at" timestamp with time zone DEFAULT now() NOT NULL, + CONSTRAINT "uq_deal_measure" UNIQUE("hubspot_deal_id","measure_name") +); +--> statement-breakpoint +DROP TABLE "deal_approvals" CASCADE;--> statement-breakpoint +DROP TABLE "deal_approved_measures" CASCADE;--> statement-breakpoint +ALTER TABLE "deal_measure_approval_events" ADD CONSTRAINT "deal_measure_approval_events_acted_by_user_id_fk" FOREIGN KEY ("acted_by") REFERENCES "public"."user"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "deal_measure_approvals" ADD CONSTRAINT "deal_measure_approvals_approved_by_user_id_fk" FOREIGN KEY ("approved_by") REFERENCES "public"."user"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint +CREATE INDEX "idx_deal_measure_events_deal_id" ON "deal_measure_approval_events" USING btree ("hubspot_deal_id");--> statement-breakpoint +CREATE INDEX "idx_deal_measure_events_acted_at" ON "deal_measure_approval_events" USING btree ("acted_at");--> statement-breakpoint +CREATE INDEX "idx_deal_measure_approvals_deal_id" ON "deal_measure_approvals" USING btree ("hubspot_deal_id"); \ No newline at end of file diff --git a/src/app/db/migrations/meta/0173_snapshot.json b/src/app/db/migrations/meta/0173_snapshot.json new file mode 100644 index 0000000..dc89202 --- /dev/null +++ b/src/app/db/migrations/meta/0173_snapshot.json @@ -0,0 +1,6754 @@ +{ + "id": "f8b15e86-b217-4eda-890f-ae4704872d8f", + "prevId": "2cd9cc35-10bd-4523-b97a-e1db7eede798", + "version": "7", + "dialect": "postgresql", + "tables": { + "public.postcode_search": { + "name": "postcode_search", + 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"identifier", + "token" + ] + } + }, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.whlg": { + "name": "whlg", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + } + }, + "enums": { + "public.aspect_type": { + "name": "aspect_type", + "schema": "public", + "values": [ + "material", + "condition", + "type", + "area", + "configuration", + "presence", + "risk", + "severity", + "location", + "finish", + "insulation", + "pointing", + "spalling", + "lintels", + "cladding", + "category", + "quantity", + "adequacy", + "rating", + "strategy", + "extent", + "distribution", + "structure", + "covering", + "fire_rating", + "external_decoration", + "work_required", + "age_band", + "construction_type", + "classification", + "system" + ] + }, + "public.element_type": { + "name": "element_type", + "schema": "public", + "values": [ + "property", + "property_construction_type", + "property_classification", + "property_age_band", + "storey_count", + "floor_level", + "floor_level_front_door", + "accessible_housing_register", + "asbestos", + "quality_standard", + "ccu", + "passenger_lift", + "stairlift", + "disabled_hoist_tracking", + "disabled_facilities", + "steps_to_front_door", + "roof", + "pitched_roof_covering", + "flat_roof_covering", + "rainwater_goods", + "loft_insulation", + "porch_canopy", + "chimney", + "fascia", + "soffit", + "fascia_soffit_bargeboards", + "gutters", + "store_roof", + "garage_roof", + "garage_and_store_roof", + "external_wall", + "external_noise_insulation", + "primary_wall", + "secondary_wall", + "downpipes", + "external_decoration", + "cladding", + "spandrel_panels", + "garage_walls", + "party_wall_fire_break", + "external_brickwork_pointing", + "internal_downpipes_external_area", + "external_windows", + "communal_windows", + "secondary_glazing", + "store_windows", + "garage_windows", + "garage_and_store_windows", + "external_door", + "front_door", + "rear_door", + "store_door", + "garage_door", + "garage_and_store_door", + "communal_entrance_door", + "main_door", + "block_entrance_door", + "lintel", + "patio_french_door", + "door_entry_handset", + "paths_and_hardstandings", + "parking_areas", + "boundary_walls", + "front_fencing", + "rear_fencing", + "side_fencing", + "rear_gate", + "front_gate", + "gates", + "retaining_walls", + "private_balcony", + "balcony_balustrade", + "outbuildings", + "garage_structure", + "paving", + "roads", + "soil_and_vent", + "solar_thermals", + "drop_kerb", + "outbuilding_overhaul", + "external_structural_defects", + "access_ramp", + "kitchen", + "kitchen_space_layout", + "tenant_installed_kitchen", + "kitchen_extractor_fan", + "bathroom", + "secondary_bathroom", + "secondary_toilet", + "bathroom_extractor_fan", + "additional_wc_or_whb", + "bathroom_remaining_life_source", + "kitchen_remaining_life_source", + "central_heating", + "heating_boiler", + "heating_distribution", + "secondary_heating", + "hot_water_system", + "cold_water_storage", + "heating_system", + "boiler_fuel", + "water_heating", + "programmable_heating", + "community_heating", + "gas_available", + "heat_recovery_units", + "heating_improvements", + "electrical_wiring", + "consumer_unit", + "smoke_detection", + "heat_detection", + "carbon_monoxide_detection", + "fire_door_rating", + "fire_risk_assessment", + "internal_wiring", + "electrics", + "communal_heating", + "communal_boiler", + "communal_electrics", + "communal_fire_alarm", + "communal_emergency_lighting", + "communal_door_entry", + "communal_cctv", + "communal_bin_store", + "communal_bin_store_doors", + "communal_bin_store_walls", + "communal_bin_store_roof", + "communal_refuse_chute", + "communal_floor_covering", + "communal_kitchen", + "communal_bathroom", + "communal_toilets", + "communal_gates", + "communal_lift", + "communal_passenger_lift", + "communal_balcony_walkway", + "communal_entrance", + "communal_internal_decorations", + "communal_internal_floor", + "communal_walkways", + "communal_external_doors", + "communal_stairs", + "communal_aerial", + "communal_aov", + "communal_internal_doors", + "communal_lateral_mains", + "communal_lighting", + "communal_lighting_conductor", + "communal_store_roof", + "communal_store_walls", + "communal_store_doors", + "communal_warden_call_system", + "communal_bms", + "communal_booster_pump", + "communal_dry_riser", + "communal_wet_riser", + "communal_cold_water_storage", + "communal_sprinkler", + "communal_plug_sockets", + "communal_circulation_space", + "ffhh_damp", + "ffhh_hold_and_cold_water", + "ffhh_drainage_lavatories", + "ffhh_neglected", + "ffhh_natural_light", + "ffhh_ventilation", + "ffhh_food_prep_and_washup", + "ffhh_unsafe_layout", + "ffhh_unstable_building", + "hhsrs_damp_and_mould", + "hhsrs_excess_cold", + "hhsrs_excess_heat", + "hhsrs_asbestos_and_mmf", + "hhsrs_biocides", + "hhsrs_carbon_monoxide", + "hhsrs_lead", + "hhsrs_radiation", + "hhsrs_uncombusted_fuel_gas", + "hhsrs_volatile_organic_compounds", + "hhsrs_crowding_and_space", + "hhsrs_entry_by_intruders", + "hhsrs_lighting", + "hhsrs_noise", + "hhsrs_domestic_hygiene_pests_refuse", + "hhsrs_food_safety", + "hhsrs_personal_hygiene_sanitation", + "hhsrs_water_supply", + "hhsrs_falls_associated_with_baths", + "hhsrs_falls_on_level_surfaces", + "hhsrs_falls_on_stairs", + "hhsrs_falls_between_levels", + "hhsrs_electrical_hazards", + "hhsrs_fire", + "hhsrs_flames_hot_surfaces", + "hhsrs_collision_and_entrapment", + "hhsrs_collision_hazards_low_headroom", + "hhsrs_explosions", + "hhsrs_ergonomics", + "hhsrs_structural_collapse", + "hhsrs_amenities" + ] + }, + "public.document_type": { + "name": "document_type", + "schema": "public", + "values": [ + "EPR", + "Condition Report", + "Evidence Report", + "Summary Information", + "Floor Plan", + "Scenario Draft EPC", + "Scenario Site Notes" + ] + }, + "public.scheme": { + "name": "scheme", + "schema": "public", + "values": [ + "eco4", + "gbis", + "whlg", + "none" + ] + }, + "public.inspection_archetype_2": { + "name": "inspection_archetype_2", + "schema": "public", + "values": [ + "detached", + "mid-terrace", + "enclosed mid-terrace", + "end-terrace", + "enclosed end-terrace", + "semi-detached" + ] + }, + "public.inspection_archetype": { + "name": "inspection_archetype", + "schema": "public", + "values": [ + "Bungalow", + "Flat", + "Maisonette", + "House", + "non-domestic" + ] + }, + "public.inspection_borescoped": { + "name": "inspection_borescoped", + "schema": "public", + "values": [ + "yes", + "no", + "refused" + ] + }, + "public.inspections_access_issues": { + "name": "inspections_access_issues", + "schema": "public", + "values": [ + "see notes", + "damp issues", + "foliage on walls", + "bushes against wall", + "trees around/anove property", + "high rise block flats/maisonettes", + "conservatory", + "lean-to", + "garage", + "extension", + "decking", + "shed against wall" + ] + }, + "public.inspections_cladding": { + "name": "inspections_cladding", + "schema": "public", + "values": [ + "none", + "cladded with “sufficient space to fill the wall”", + "cladded with “insufficient space to fill the wall”" + ] + }, + "public.inspections_insulation_material": { + "name": "inspections_insulation_material", + "schema": "public", + "values": [ + "empty 50-90", + "empty 100+", + "empty 30-40", + "empty less than 30", + "loose fibre/wool", + "eps/celo/king", + "fibre batts - with cavity", + "fibre batts - no cavity", + "loose bead", + "glued bead", + "formaldehyde", + "bubble wrap", + "poly chunks" + ] + }, + "public.inspections_rendered": { + "name": "inspections_rendered", + "schema": "public", + "values": [ + "no render", + "rendered with “insufficient” space between dpc and render", + "rendered with “sufficient” space between dpc and render" + ] + }, + "public.inspections_roof_orientation": { + "name": "inspections_roof_orientation", + "schema": "public", + "values": [ + "north", + "east", + "south", + "west", + "north-east", + "north-west", + "south-east", + "south-west", + "n/s split", + "e/w split", + "ne/sw split", + "nw/se split", + "flat roof", + "no roof", + "roof too small", + "already has solar pv" + ] + }, + "public.inspections_tile_hung": { + "name": "inspections_tile_hung", + "schema": "public", + "values": [ + "yes", + "no", + "first floor flats are tile hung" + ] + }, + "public.inspections_wall_construction": { + "name": "inspections_wall_construction", + "schema": "public", + "values": [ + "cavity", + "solid", + "system built", + "timber framed", + "steel framed", + "re-walled cavity", + "mansard pre-fab", + "mansard ewi", + "mansard re-walled" + ] + }, + "public.inspections_wall_insulation": { + "name": "inspections_wall_insulation", + "schema": "public", + "values": [ + "empty cavity", + "filled at build", + "partial", + "retro drilled", + "ewi", + "iwi", + "solid non-cavity", + "system built", + "timber framed", + "steel framed" + ] + }, + "public.cost_unit": { + "name": "cost_unit", + "schema": "public", + "values": [ + "gbp_sq_meter", + "gbp_per_unit", + "gbp_per_m2", + "gbp_per_m" + ] + }, + "public.depth_unit": { + "name": "depth_unit", + "schema": "public", + "values": [ + "mm" + ] + }, + "public.type": { + "name": "type", + "schema": "public", + "values": [ + "suspended_floor_insulation", + "solid_floor_insulation", + "external_wall_insulation", + "internal_wall_insulation", + "cavity_wall_insulation", + "mechanical_ventilation", + "loft_insulation", + "exposed_floor_insulation", + "flat_roof_insulation", + "room_roof_insulation", + "cavity_wall_extraction", + "iwi_wall_demolition", + "iwi_vapour_barrier", + "iwi_redecoration", + "suspended_floor_demolition", + "suspended_floor_redecoration", + "suspended_floor_vapour_barrier", + "solid_floor_demolition", + "solid_floor_preparation", + "solid_floor_vapour_barrier", + "solid_floor_redecoration", + "ewi_wall_demolition", + "ewi_wall_preparation", + "ewi_wall_redecoration", + "low_energy_lighting_installation", + "flat_roof_preparation", + "flat_roof_vapour_barrier", + "flat_roof_waterproofing", + "windows_glazing", + "secondary_glazing", + "double_glazing", + "trickle_vent", + "door_undercut", + "solar_pv", + "solar_battery", + "scaffolding", + "high_heat_retention_storage_heaters", + "air_source_heat_pump", + "boiler_upgrade", + "roomstat_programmer_trvs", + "time_temperature_zone_control", + "sealing_fireplace" + ] + }, + "public.r_value_unit": { + "name": "r_value_unit", + "schema": "public", + "values": [ + "square_meter_kelvin_per_watt" + ] + }, + "public.size_unit": { + "name": "size_unit", + "schema": "public", + "values": [ + "kWp", + "kW", + "watt", + "storey" + ] + }, + "public.thermal_conductivity_unit": { + "name": "thermal_conductivity_unit", + "schema": "public", + "values": [ + "watt_per_meter_kelvin" + ] + }, + "public.goal": { + "name": "goal", + "schema": "public", + "values": [ + "Valuation Improvement", + "Increasing EPC", + "Reducing CO2 emissions", + "Energy Savings", + "None" + ] + }, + "public.portfolio_capability": { + "name": "portfolio_capability", + "schema": "public", + "values": [ + "approver", + "contractor" + ] + }, + "public.role": { + "name": "role", + "schema": "public", + "values": [ + "creator", + "admin", + "read", + "write" + ] + }, + "public.status": { + "name": "status", + "schema": "public", + "values": [ + "scoping", + "survey", + "assessment", + "tendering", + "project underway", + "completion; status: on track", + "completion; status: delayed", + "completion; status: at risk", + "completion; status: completed", + "needs review" + ] + }, + "public.epc": { + "name": "epc", + "schema": "public", + "values": [ + "A", + "B", + "C", + "D", + "E", + "F", + "G" + ] + }, + "public.creation_status": { + "name": "creation_status", + "schema": "public", + "values": [ + "LOADING", + "READY", + "ERROR" + ] + }, + "public.housing_type": { + "name": "housing_type", + "schema": "public", + "values": [ + "Private", + "Social" + ] + }, + "public.measure_type": { + "name": "measure_type", + "schema": "public", + "values": [ + "air_source_heat_pump", + "boiler_upgrade", + "high_heat_retention_storage_heaters", + "secondary_heating", + "roomstat_programmer_trvs", + "time_temperature_zone_control", + "cylinder_thermostat", + "cavity_wall_insulation", + "extension_cavity_wall_insulation", + "external_wall_insulation", + "internal_wall_insulation", + "loft_insulation", + "flat_roof_insulation", + "room_roof_insulation", + "solid_floor_insulation", + "suspended_floor_insulation", + "double_glazing", + "secondary_glazing", + "draught_proofing", + "mechanical_ventilation", + "low_energy_lighting", + "solar_pv", + "hot_water_tank_insulation", + "sealing_open_fireplace", + "damp_mould", + "door_undercut", + "extractor_fan", + "loft_board", + "trickle_vent" + ] + }, + "public.plan_type": { + "name": "plan_type", + "schema": "public", + "values": [ + "solar_eco4", + "solar_hhrsh_eco4", + "empty_cavity_eco", + "partial_cavity_eco", + "extraction_eco" + ] + }, + "public.unit_quantity": { + "name": "unit_quantity", + "schema": "public", + "values": [ + "m2", + "part", + "kwp" + ] + }, + "public.scenario_type": { + "name": "scenario_type", + "schema": "public", + "values": [ + "unit", + "building" + ] + }, + "public.source": { + "name": "source", + "schema": "public", + "values": [ + "portfolio_id" + ] + }, + "public.file_source": { + "name": "file_source", + "schema": "public", + "values": [ + "pas hub", + "sharepoint", + "hubspot", + "ecmk", + "contractor" + ] + }, + "public.file_type": { + "name": "file_type", + "schema": "public", + "values": [ + "photo_pack", + "site_note", + "rd_sap_site_note", + "pas_2023_ventilation", + "pas_2023_condition", + "pas_significance", + "par_photo_pack", + "pas_2023_property", + "pas_2023_occupancy", + "ecmk_site_note", + "ecmk_rd_sap_site_note", + "ecmk_survey_xml", + "pre_photo", + "mid_photo", + "post_photo", + "pre_installation_building_inspection", + "claim_of_compliance", + "handover_pack", + "insurance_guarantee", + "installer_qualifications", + "mcs_compliance_certificate", + "minor_works_electrical_certificate", + "point_of_work_risk_assessment", + "installer_feedback", + "workmanship_warranty", + "g98_notification", + "certificate_of_conformity", + "ventilation_assessment_checklist", + "contractor_other" + ] + }, + "public.user_profiles_property_count": { + "name": "user_profiles_property_count", + "schema": "public", + "values": [ + "1", + "2–5", + "6–20", + "21+", + "1–50", + "51–100", + "101–300", + "301–1000", + "1000+" + ] + }, + "public.user_profiles_referral_source": { + "name": "user_profiles_referral_source", + "schema": "public", + "values": [ + "search", + "social_media", + "NRLA", + "partner", + "word_of_mouth", + "other" + ] + }, + "public.user_profiles_user_type": { + "name": "user_profiles_user_type", + "schema": "public", + "values": [ + "private_landlord", + "private_tenant", + "social_landlord", + "social_tenant", + "homeowner", + "other" + ] + } + }, + "schemas": {}, + "sequences": {}, + "roles": {}, + "policies": {}, + "views": {}, + "_meta": { + "columns": {}, + "schemas": {}, + "tables": {} + } +} \ No newline at end of file diff --git a/src/app/db/migrations/meta/_journal.json b/src/app/db/migrations/meta/_journal.json index 89e4930..e0fb982 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1212,6 +1212,13 @@ "when": 1776374085626, "tag": "0172_kind_eddie_brock", "breakpoints": true + }, + { + "idx": 173, + "version": "7", + "when": 1776378570612, + "tag": "0173_neat_bastion", + "breakpoints": true } ] } \ No newline at end of file diff --git a/src/app/db/schema/approvals.ts b/src/app/db/schema/approvals.ts index 9203150..4d615d5 100644 --- a/src/app/db/schema/approvals.ts +++ b/src/app/db/schema/approvals.ts @@ -1,54 +1,65 @@ import { bigserial, + boolean, text, timestamp, pgTable, bigint, index, + unique, } from "drizzle-orm/pg-core"; import { user } from "./users"; import { InferModel } from "drizzle-orm"; -export const dealApprovals = pgTable( - "deal_approvals", +// Current approval state per (deal, measure) — upserted on each change. +// Query WHERE is_approved = true to get the currently approved set. +export const dealMeasureApprovals = pgTable( + "deal_measure_approvals", { id: bigserial("id", { mode: "bigint" }).primaryKey(), hubspotDealId: text("hubspot_deal_id").notNull(), + measureName: text("measure_name").notNull(), + isApproved: boolean("is_approved").notNull().default(true), approvedBy: bigint("approved_by", { mode: "bigint" }) .notNull() .references(() => user.id), approvedAt: timestamp("approved_at", { withTimezone: true }) .defaultNow() .notNull(), - notes: text("notes"), - createdAt: timestamp("created_at", { withTimezone: true }) - .defaultNow() - .notNull(), }, - (table) => [index("idx_deal_approvals_deal_id").on(table.hubspotDealId)], + (table) => [ + unique("uq_deal_measure").on(table.hubspotDealId, table.measureName), + index("idx_deal_measure_approvals_deal_id").on(table.hubspotDealId), + ], ); -export const dealApprovedMeasures = pgTable( - "deal_approved_measures", +// Append-only audit log — never deleted. +export const dealMeasureApprovalEvents = pgTable( + "deal_measure_approval_events", { id: bigserial("id", { mode: "bigint" }).primaryKey(), - dealApprovalId: bigint("deal_approval_id", { mode: "bigint" }) - .notNull() - .references(() => dealApprovals.id, { onDelete: "cascade" }), - // Stored as text to match free-text proposedMeasures from HubSpot + hubspotDealId: text("hubspot_deal_id").notNull(), measureName: text("measure_name").notNull(), - createdAt: timestamp("created_at", { withTimezone: true }) + // 'approved' | 'unapproved' + action: text("action").notNull(), + actedBy: bigint("acted_by", { mode: "bigint" }) + .notNull() + .references(() => user.id), + actedAt: timestamp("acted_at", { withTimezone: true }) .defaultNow() .notNull(), }, (table) => [ - index("idx_deal_approved_measures_approval_id").on(table.dealApprovalId), + index("idx_deal_measure_events_deal_id").on(table.hubspotDealId), + index("idx_deal_measure_events_acted_at").on(table.actedAt), ], ); -export type DealApproval = InferModel; -export type NewDealApproval = InferModel; -export type DealApprovedMeasure = InferModel< - typeof dealApprovedMeasures, +export type DealMeasureApproval = InferModel< + typeof dealMeasureApprovals, + "select" +>; +export type DealMeasureApprovalEvent = InferModel< + typeof dealMeasureApprovalEvents, "select" >; diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx index dc2d5cf..94fc425 100644 --- a/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx @@ -27,15 +27,13 @@ async function getPortfolioUsers(portfolioId: string): Promise { const users = Array.isArray(json) ? json : json.users; // support both shapes // Guard + shape to Collaborator[] return Array.isArray(users) - ? users - .filter((u: any) => u.role !== "creator") // 👈 filter out creator - .map((u: any) => ({ - portfolioUserId: String(u.portfolioUserId), - userId: String(u.userId), - name: u.name ?? null, - email: u.email ?? "", - role: u.role, - })) + ? users.map((u: any) => ({ + portfolioUserId: String(u.portfolioUserId), + userId: String(u.userId), + name: u.name ?? null, + email: u.email ?? "", + role: u.role, + })) : []; } @@ -251,12 +249,20 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { {c.name || "—"} {c.email} - onChangeRole(c.portfolioUserId, r)} /> + {c.role === "creator" || c.role === "admin" ? ( + + {c.role} + + ) : ( + onChangeRole(c.portfolioUserId, r)} /> + )} - + {c.role !== "creator" && ( + + )} )) diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/roles.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/roles.tsx index feeb223..7fd570b 100644 --- a/src/app/portfolio/[slug]/(portfolio)/settings/roles.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/settings/roles.tsx @@ -13,10 +13,10 @@ export type Role = typeof ROLE_OPTIONS[number]; export type Collaborator = { portfolioUserId: string; - userId: string; + userId: string; name?: string | null; email: string; - role: Role; + role: Role | "creator" | "admin"; }; // Small role dropdown using shadcn Select diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ApprovalConfirmDialog.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ApprovalConfirmDialog.tsx new file mode 100644 index 0000000..ded3a4a --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ApprovalConfirmDialog.tsx @@ -0,0 +1,140 @@ +"use client"; + +import { useState } from "react"; +import { + Dialog, + DialogContent, + DialogHeader, + DialogTitle, + DialogDescription, + DialogFooter, +} from "@/app/shadcn_components/ui/dialog"; +import { Button } from "@/app/shadcn_components/ui/button"; +import { Input } from "@/app/shadcn_components/ui/input"; +import { CheckCircle2, XCircle } from "lucide-react"; + +export type PendingDiff = { + added: string[]; + removed: string[]; +}; + +type Props = { + open: boolean; + pendingDiffs: Record; // dealId -> diff + dealNames: Record; // dealId -> display name + onConfirm: () => void; + onCancel: () => void; + isPending: boolean; +}; + +const CONFIRM_WORD = "approve"; + +export function ApprovalConfirmDialog({ + open, + pendingDiffs, + dealNames, + onConfirm, + onCancel, + isPending, +}: Props) { + const [typed, setTyped] = useState(""); + + const canConfirm = typed === CONFIRM_WORD && !isPending; + + const totalAdded = Object.values(pendingDiffs).reduce( + (sum, d) => sum + d.added.length, + 0, + ); + const totalRemoved = Object.values(pendingDiffs).reduce( + (sum, d) => sum + d.removed.length, + 0, + ); + + function handleOpenChange(open: boolean) { + if (!open) { + setTyped(""); + onCancel(); + } + } + + return ( + + + + Confirm approval changes + + Review the changes below. This action will be recorded in the audit + log and cannot be undone automatically. + + + +
+ {Object.entries(pendingDiffs).map(([dealId, diff]) => { + if (diff.added.length === 0 && diff.removed.length === 0) return null; + const name = dealNames[dealId] ?? dealId; + return ( +
+

{name}

+
+ {diff.added.map((m) => ( +
+ + {m} + will be approved +
+ ))} + {diff.removed.map((m) => ( +
+ + {m} + will be unapproved +
+ ))} +
+
+ ); + })} +
+ +
+

+ To confirm{" "} + + {totalAdded > 0 && `${totalAdded} approval${totalAdded > 1 ? "s" : ""}`} + {totalAdded > 0 && totalRemoved > 0 && " and "} + {totalRemoved > 0 && `${totalRemoved} removal${totalRemoved > 1 ? "s" : ""}`} + + , type{" "} + + {CONFIRM_WORD} + {" "} + below: +

+ setTyped(e.target.value)} + placeholder={`Type "${CONFIRM_WORD}" to confirm`} + className="font-mono" + autoFocus + /> +
+ + + + + +
+
+ ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx new file mode 100644 index 0000000..0d6de22 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx @@ -0,0 +1,569 @@ +"use client"; + +import { useEffect, useRef, useState } from "react"; +import { + Dialog, + DialogContent, + DialogHeader, + DialogTitle, + DialogDescription, + DialogFooter, +} from "@/app/shadcn_components/ui/dialog"; +import { Button } from "@/app/shadcn_components/ui/button"; +import { + Select, + SelectContent, + SelectGroup, + SelectItem, + SelectLabel, + SelectTrigger, + SelectValue, +} from "@/app/shadcn_components/ui/select"; +import { CheckCircle2, XCircle, Upload, Loader2, Clock } from "lucide-react"; +import { uploadFileToS3 } from "@/app/utils/s3"; +import type { ClassifiedDeal } from "./types"; + +// ── Types ───────────────────────────────────────────────────────────────── + +type FileStatus = "queued" | "uploading" | "done" | "error"; + +type FileEntry = { + id: string; // local UUID for React key + // One of these will be set: + file?: File; // for newly picked files + existingS3Key?: string; // for pre-existing unclassified uploads + // Display + displayName: string; + displaySize?: string; + // Upload state + status: FileStatus; + errorMsg?: string; + uploadedId?: string; // DB record ID (set after recording or from existing) + // Classification + docType: string; + measureName: string; +}; + +type Phase = "loading" | "upload" | "classify"; + +type Props = { + deal: ClassifiedDeal; + portfolioId: string; + onClose: () => void; +}; + +// ── Constants ───────────────────────────────────────────────────────────── + +const FILE_TYPE_OPTIONS: { value: string; label: string; group: string }[] = [ + { value: "pre_photo", label: "Pre Photo", group: "Install Photos" }, + { value: "mid_photo", label: "Mid Photo", group: "Install Photos" }, + { value: "post_photo", label: "Post Photo", group: "Install Photos" }, + { value: "pre_installation_building_inspection", label: "Pre-Installation Building Inspection (PIBI)", group: "Pre-Installation" }, + { value: "point_of_work_risk_assessment", label: "Point of Work Risk Assessment", group: "Pre-Installation" }, + { value: "claim_of_compliance", label: "Claim of Compliance (PAS 2030)", group: "Compliance" }, + { value: "mcs_compliance_certificate", label: "MCS Compliance Certificate", group: "Compliance" }, + { value: "certificate_of_conformity", label: "Certificate of Conformity", group: "Compliance" }, + { value: "minor_works_electrical_certificate", label: "Minor Works Electrical Certificate", group: "Compliance" }, + { value: "handover_pack", label: "Handover Documents / Pack", group: "Handover" }, + { value: "workmanship_warranty", label: "Workmanship Warranty", group: "Handover" }, + { value: "insurance_guarantee", label: "Insurance Backed Guarantee (IBG)", group: "Handover" }, + { value: "g98_notification", label: "G98 / G99 Notification", group: "Handover" }, + { value: "ventilation_assessment_checklist", label: "Ventilation Assessment Checklist", group: "Handover" }, + { value: "installer_qualifications", label: "Installer Qualifications", group: "Qualifications" }, + { value: "installer_feedback", label: "Installer Feedback", group: "Other" }, + { value: "contractor_other", label: "Other", group: "Other" }, +]; + +const FILE_TYPE_GROUPS = ["Install Photos", "Pre-Installation", "Compliance", "Handover", "Qualifications", "Other"]; + +// ── Helpers ─────────────────────────────────────────────────────────────── + +function formatSize(bytes: number): string { + if (bytes < 1024 * 1024) return `${(bytes / 1024).toFixed(0)} KB`; + return `${(bytes / (1024 * 1024)).toFixed(1)} MB`; +} + +function contentTypeFor(ext: string): string { + const e = ext.toLowerCase(); + if (e === "pdf") return "application/pdf"; + if (["jpg", "jpeg"].includes(e)) return "image/jpeg"; + if (e === "png") return "image/png"; + return "application/octet-stream"; +} + +function parseMeasures(raw: string | null | undefined): string[] { + if (!raw) return []; + return raw.split(",").map((m) => m.trim()).filter(Boolean); +} + +function s3KeyBasename(key: string): string { + return key.split("/").pop() ?? key; +} + +async function getPresignedUrl(path: string, contentType: string): Promise { + const res = await fetch("/api/upload/retrofit-energy-assessments", { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ path, contentType, expiresInSeconds: 300 }), + }); + if (!res.ok) throw new Error("Failed to get presigned URL"); + const { url } = await res.json(); + return url; +} + +async function recordUpload(payload: { + s3FileKey: string; + s3FileBucket: string; + uprn?: string; + hubspotDealId?: string; + landlordPropertyId?: string; +}): Promise { + const res = await fetch("/api/upload/contractor-install", { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify(payload), + }); + if (!res.ok) throw new Error("Failed to record upload"); + const { id } = await res.json(); + return id; +} + +async function saveClassifications( + updates: { id: string; fileType: string; measureName?: string }[], +): Promise { + const res = await fetch("/api/upload/contractor-install", { + method: "PATCH", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ updates }), + }); + if (!res.ok) throw new Error("Failed to save classifications"); +} + +// ── DocType select ───────────────────────────────────────────────────────── + +function DocTypeSelect({ value, onChange }: { value: string; onChange: (v: string) => void }) { + return ( + + ); +} + +// ── Status icon ──────────────────────────────────────────────────────────── + +function StatusIcon({ status, isExisting, errorMsg }: { status: FileStatus; isExisting?: boolean; errorMsg?: string }) { + if (isExisting) return ; + if (status === "queued") return ; + if (status === "uploading") return ; + if (status === "done") return ; + return ; +} + +// ── Main component ───────────────────────────────────────────────────────── + +export default function ContractorUploadModal({ deal, portfolioId, onClose }: Props) { + const measures = parseMeasures(deal.proposedMeasures); + const fileInputRef = useRef(null); + const [isDragOver, setIsDragOver] = useState(false); + const [queue, setQueue] = useState([]); + const [phase, setPhase] = useState("loading"); + const [isUploading, setIsUploading] = useState(false); + const [isSaving, setIsSaving] = useState(false); + const [saveError, setSaveError] = useState(null); + + // ── Fetch existing unclassified files on mount ─────────────────────── + + useEffect(() => { + async function fetchExisting() { + const uprnParam = deal.uprn; + const propIdParam = deal.landlordPropertyId; + if (!uprnParam && !propIdParam) { + setPhase("upload"); + return; + } + + try { + const param = uprnParam + ? `uprn=${encodeURIComponent(uprnParam)}` + : `landlordPropertyId=${encodeURIComponent(propIdParam!)}`; + const res = await fetch(`/api/live-tracking/property-documents?${param}`); + if (!res.ok) throw new Error("fetch failed"); + const docs: { id: string; s3FileKey: string; docType: string | null; source: string | null }[] = await res.json(); + + const unclassified = docs.filter( + (d) => d.source === "contractor" && (d.docType === null || d.docType === "unknown"), + ); + + if (unclassified.length > 0) { + const entries: FileEntry[] = unclassified.map((d) => ({ + id: crypto.randomUUID(), + existingS3Key: d.s3FileKey, + displayName: s3KeyBasename(d.s3FileKey), + status: "done", + uploadedId: d.id, + docType: "", + measureName: measures[0] ?? "", + })); + setQueue(entries); + setPhase("classify"); + } else { + setPhase("upload"); + } + } catch { + // If fetch fails, just proceed to upload phase + setPhase("upload"); + } + } + + fetchExisting(); + // eslint-disable-next-line react-hooks/exhaustive-deps + }, []); + + // ── File selection ─────────────────────────────────────────────────── + + function addFiles(files: FileList | File[]) { + const newEntries: FileEntry[] = Array.from(files).map((f) => ({ + id: crypto.randomUUID(), + file: f, + displayName: f.name, + displaySize: formatSize(f.size), + status: "queued", + docType: "", + measureName: measures[0] ?? "", + })); + setQueue((prev) => [...prev, ...newEntries]); + } + + function handleInputChange(e: React.ChangeEvent) { + if (e.target.files?.length) addFiles(e.target.files); + e.target.value = ""; + } + + function handleDrop(e: React.DragEvent) { + e.preventDefault(); + setIsDragOver(false); + if (e.dataTransfer.files?.length) addFiles(e.dataTransfer.files); + } + + function removeFile(id: string) { + setQueue((prev) => prev.filter((f) => f.id !== id)); + } + + // ── Phase 1: Upload new files ──────────────────────────────────────── + + async function handleUpload() { + const toUpload = queue.filter((f) => f.status === "queued"); + if (toUpload.length === 0) { + // No new files to upload — go straight to classify for existing + setPhase("classify"); + return; + } + if (isUploading) return; + setIsUploading(true); + + setQueue((prev) => + prev.map((f) => f.status === "queued" ? { ...f, status: "uploading" } : f), + ); + + const uploadResults = await Promise.allSettled( + toUpload.map(async (entry) => { + const ext = (entry.file!.name.split(".").pop() ?? "bin").toLowerCase(); + const ct = contentTypeFor(ext); + const timestamp = Date.now(); + const s3Key = `contractor-install/${deal.dealId}/unclassified/${timestamp}_${entry.id.slice(0, 8)}.${ext}`; + + const presignedUrl = await getPresignedUrl(s3Key, ct); + await uploadFileToS3({ presignedUrl, file: entry.file!, contentType: ct }); + + const urlObj = new URL(presignedUrl); + const bucket = urlObj.hostname.split(".")[0]; + + const uploadedId = await recordUpload({ + s3FileKey: s3Key, + s3FileBucket: bucket, + uprn: deal.uprn ?? undefined, + hubspotDealId: deal.dealId, + landlordPropertyId: deal.landlordPropertyId ?? undefined, + }); + + return { id: entry.id, uploadedId }; + }), + ); + + const resultMap = new Map( + uploadResults.map((r, i) => [ + toUpload[i].id, + r.status === "fulfilled" ? { ok: true, uploadedId: r.value.uploadedId } : { ok: false }, + ]), + ); + + setQueue((prev) => + prev.map((f) => { + const r = resultMap.get(f.id); + if (!r) return f; + if (r.ok) return { ...f, status: "done", uploadedId: r.uploadedId }; + return { ...f, status: "error", errorMsg: "Upload failed" }; + }), + ); + + setIsUploading(false); + setPhase("classify"); + } + + // ── Phase 2: Classify ──────────────────────────────────────────────── + + function updateEntryField(id: string, field: "docType" | "measureName", value: string) { + setQueue((prev) => prev.map((f) => (f.id === id ? { ...f, [field]: value } : f))); + } + + const classifiableEntries = queue.filter((f) => f.status === "done" && f.uploadedId); + const allClassified = classifiableEntries.length > 0 && classifiableEntries.every((f) => f.docType !== ""); + + async function handleSaveClassifications() { + setSaveError(null); + setIsSaving(true); + try { + await saveClassifications( + classifiableEntries.map((f) => ({ + id: f.uploadedId!, + fileType: f.docType, + measureName: f.measureName || undefined, + })), + ); + onClose(); + } catch { + setSaveError("Failed to save classifications. Please try again."); + } finally { + setIsSaving(false); + } + } + + // ── Computed ───────────────────────────────────────────────────────── + + const newQueuedCount = queue.filter((f) => f.status === "queued").length; + const existingCount = queue.filter((f) => f.existingS3Key && f.status === "done").length; + const propertyLabel = deal.dealname ?? deal.landlordPropertyId ?? deal.dealId; + + // ── Render ─────────────────────────────────────────────────────────── + + return ( + + + + + {phase === "loading" ? "Loading…" : + phase === "upload" ? "Upload Documents" : + "Classify Documents"} + + + {phase === "loading" && "Checking for pending files…"} + {phase === "upload" && ( + <> + Upload install documents for {propertyLabel}. + {existingCount > 0 && ` ${existingCount} file${existingCount !== 1 ? "s" : ""} are pending classification.`} + + )} + {phase === "classify" && ( + <> + {classifiableEntries.length} file{classifiableEntries.length !== 1 ? "s" : ""} ready to classify. + Select a document type for each, then save. + + )} + + + +
+ + {/* ── Loading ── */} + {phase === "loading" && ( +
+ +
+ )} + + {/* ── Phase 1: Upload ── */} + {phase === "upload" && ( + <> + {/* Existing unclassified banner */} + {existingCount > 0 && ( +
+ + + {existingCount} previously uploaded file{existingCount !== 1 ? "s" : ""} {existingCount !== 1 ? "are" : "is"} waiting to be classified. + Add new files or go straight to classification. + +
+ )} + + {/* Drop zone */} +
fileInputRef.current?.click()} + onDragOver={(e) => { e.preventDefault(); setIsDragOver(true); }} + onDragLeave={() => setIsDragOver(false)} + onDrop={handleDrop} + > + +

Drop files here or click to browse

+

PDF, JPG, PNG accepted · Multiple files OK

+ +
+ + {/* New file queue */} + {newQueuedCount > 0 && ( +
+ {queue.filter((f) => f.file).map((entry) => ( +
+
+

{entry.displayName}

+ {entry.displaySize &&

{entry.displaySize}

} +
+ + {entry.status === "queued" && ( + + )} +
+ ))} +
+ )} + + )} + + {/* ── Phase 2: Classify ── */} + {phase === "classify" && ( +
+ {/* Column headers */} +
+ File + Document Type * + Measure +
+ + {classifiableEntries.map((entry) => ( +
+
+ +
+

{entry.displayName}

+ {entry.displaySize &&

{entry.displaySize}

} + {entry.existingS3Key &&

Previously uploaded

} +
+
+ updateEntryField(entry.id, "docType", v)} /> + {measures.length > 0 ? ( + + ) : ( + + )} +
+ ))} + + {/* Failed uploads (info only) */} + {queue.filter((f) => f.status === "error").length > 0 && ( +
+

+ {queue.filter((f) => f.status === "error").length} file(s) failed and are excluded: +

+ {queue.filter((f) => f.status === "error").map((f) => ( +

{f.displayName}

+ ))} +
+ )} + + {saveError && ( +

+ {saveError} +

+ )} +
+ )} +
+ + + {phase === "loading" && ( + + )} + + {phase === "upload" && ( + <> + + + + )} + + {phase === "classify" && ( + <> + + + + )} + +
+
+ ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx index b89ba9b..ac9b657 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx @@ -28,7 +28,8 @@ import { } from "@/app/shadcn_components/ui/select"; import { Search, ChevronLeft, ChevronRight, Download } from "lucide-react"; import { createDocumentTableColumns } from "./DocumentTableColumns"; -import type { ClassifiedDeal, DocStatusMap } from "./types"; +import ContractorUploadModal from "./ContractorUploadModal"; +import type { ClassifiedDeal, DocStatusMap, PortfolioCapabilityType } from "./types"; type SurveyStatusFilter = "all" | "none" | "partial" | "complete"; @@ -36,6 +37,8 @@ interface DocumentTableProps { data: ClassifiedDeal[]; onOpenDrawer: (uprn: string | null, landlordPropertyId: string | null, dealname: string | null) => void; docStatusMap: DocStatusMap; + portfolioId: string; + userCapability: PortfolioCapabilityType; } function escapeCell(value: unknown): string { @@ -49,7 +52,7 @@ function escapeCell(value: unknown): string { : str; } -export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: DocumentTableProps) { +export default function DocumentTable({ data, onOpenDrawer, docStatusMap, portfolioId, userCapability }: DocumentTableProps) { const [globalFilter, setGlobalFilter] = useState(""); const [surveyStatusFilter, setSurveyStatusFilter] = useState("all"); const [sorting, setSorting] = useState([]); @@ -57,6 +60,7 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: Docu pageIndex: 0, pageSize: 25, }); + const [uploadDeal, setUploadDeal] = useState(null); const filteredData = useMemo(() => { if (surveyStatusFilter === "all") return data; @@ -70,8 +74,12 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: Docu }, [data, surveyStatusFilter, docStatusMap]); const columns = useMemo( - () => createDocumentTableColumns(onOpenDrawer, docStatusMap), - [onOpenDrawer, docStatusMap], + () => createDocumentTableColumns( + onOpenDrawer, + docStatusMap, + userCapability === "contractor" ? setUploadDeal : undefined, + ), + [onOpenDrawer, docStatusMap, userCapability], ); const table = useReactTable({ @@ -239,6 +247,15 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: Docu + {/* Contractor upload modal */} + {uploadDeal && ( + setUploadDeal(null)} + /> + )} + {/* Pagination */} {pageCount > 1 && (
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTableColumns.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTableColumns.tsx index f88514d..1b762c9 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTableColumns.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTableColumns.tsx @@ -1,7 +1,7 @@ "use client"; import { ColumnDef } from "@tanstack/react-table"; -import { ArrowUpDown, CheckCircle2, AlertCircle, FileX } from "lucide-react"; +import { ArrowUpDown, CheckCircle2, AlertCircle, FileX, Upload } from "lucide-react"; import type { ClassifiedDeal, DocStatusMap, DocStatus } from "./types"; function SortableHeader({ @@ -50,6 +50,7 @@ function SurveyStatusBadge({ status }: { status: DocStatus | undefined }) { export function createDocumentTableColumns( onOpenDrawer: (uprn: string | null, landlordPropertyId: string | null, dealname: string | null) => void, docStatusMap: DocStatusMap = {}, + onUpload?: (deal: ClassifiedDeal) => void, ): ColumnDef[] { return [ // ── Address ────────────────────────────────────────────────────────── @@ -143,5 +144,24 @@ export function createDocumentTableColumns( enableSorting: false, enableHiding: false, }, + + // ── Upload button (contractor only) ────────────────────────────────── + ...(onUpload ? [{ + id: "upload", + header: () => ( + Upload + ), + cell: ({ row }: { row: { original: ClassifiedDeal } }) => ( + + ), + enableSorting: false, + enableHiding: false, + } as ColumnDef] : []), ]; } diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/InstallUploadModal.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/InstallUploadModal.tsx deleted file mode 100644 index d7c83bf..0000000 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/InstallUploadModal.tsx +++ /dev/null @@ -1,272 +0,0 @@ -"use client"; - -import { useState } from "react"; -import { - Dialog, - DialogContent, - DialogHeader, - DialogTitle, - DialogDescription, - DialogFooter, -} from "@/app/shadcn_components/ui/dialog"; -import { Button } from "@/app/shadcn_components/ui/button"; -import { Input } from "@/app/shadcn_components/ui/input"; -import { - Select, - SelectContent, - SelectGroup, - SelectItem, - SelectLabel, - SelectTrigger, - SelectValue, -} from "@/app/shadcn_components/ui/select"; -import { uploadFileToS3 } from "@/app/utils/s3"; -import type { ClassifiedDeal } from "./types"; - -type Props = { - deal: ClassifiedDeal; - onClose: () => void; -}; - -// Contractor-specific file type options grouped for the UI -const FILE_TYPE_OPTIONS: { value: string; label: string; group: string }[] = [ - // Install photos - { value: "pre_photo", label: "Pre Photo", group: "Install Photos" }, - { value: "mid_photo", label: "Mid Photo", group: "Install Photos" }, - { value: "post_photo", label: "Post Photo", group: "Install Photos" }, - // Pre-installation - { value: "pre_installation_building_inspection", label: "Pre-Installation Building Inspection (PIBI)", group: "Pre-Installation" }, - { value: "point_of_work_risk_assessment", label: "Point of Work Risk Assessment", group: "Pre-Installation" }, - // Compliance - { value: "claim_of_compliance", label: "Claim of Compliance (PAS 2030)", group: "Compliance" }, - { value: "mcs_compliance_certificate", label: "MCS Compliance Certificate", group: "Compliance" }, - { value: "certificate_of_conformity", label: "Certificate of Conformity", group: "Compliance" }, - { value: "minor_works_electrical_certificate", label: "Minor Works Electrical Certificate", group: "Compliance" }, - // Handover - { value: "handover_pack", label: "Handover Documents / Pack", group: "Handover" }, - { value: "workmanship_warranty", label: "Workmanship Warranty", group: "Handover" }, - { value: "insurance_guarantee", label: "Insurance Backed Guarantee (IBG)", group: "Handover" }, - { value: "g98_notification", label: "G98 / G99 Notification", group: "Handover" }, - { value: "ventilation_assessment_checklist", label: "Ventilation Assessment Checklist", group: "Handover" }, - // Qualifications - { value: "installer_qualifications", label: "Installer Qualifications", group: "Qualifications" }, - { value: "installer_feedback", label: "Installer Feedback", group: "Other" }, - { value: "contractor_other", label: "Other", group: "Other" }, -]; - -const FILE_TYPE_GROUPS = [ - "Install Photos", - "Pre-Installation", - "Compliance", - "Handover", - "Qualifications", - "Other", -]; - -function parseMeasures(raw: string | null | undefined): string[] { - if (!raw) return []; - return raw.split(",").map((m) => m.trim()).filter(Boolean); -} - -function contentTypeFor(ext: string): string { - const e = ext.toLowerCase(); - if (e === "pdf") return "application/pdf"; - if (e === "xml") return "application/xml"; - if (["jpg", "jpeg"].includes(e)) return "image/jpeg"; - if (e === "png") return "image/png"; - return "application/octet-stream"; -} - -async function getPresignedUrl(path: string, contentType: string): Promise { - const res = await fetch("/api/upload/retrofit-energy-assessments", { - method: "POST", - headers: { "Content-Type": "application/json" }, - body: JSON.stringify({ path, contentType, expiresInSeconds: 300 }), - }); - if (!res.ok) throw new Error("Failed to get presigned URL"); - const { url } = await res.json(); - return url; -} - -async function recordUpload(payload: { - s3FileKey: string; - s3FileBucket: string; - fileType: string; - measureName?: string; - uprn?: string; - hubspotDealId?: string; - landlordPropertyId?: string; -}) { - const res = await fetch("/api/upload/contractor-install", { - method: "POST", - headers: { "Content-Type": "application/json" }, - body: JSON.stringify(payload), - }); - if (!res.ok) throw new Error("Failed to record upload"); -} - -export default function InstallUploadModal({ deal, onClose }: Props) { - const measures = parseMeasures(deal.proposedMeasures); - const [file, setFile] = useState(null); - const [selectedMeasure, setSelectedMeasure] = useState( - measures[0] ?? "", - ); - const [selectedDocType, setSelectedDocType] = useState(""); - const [submitting, setSubmitting] = useState(false); - const [error, setError] = useState(null); - - function handleFileChange(e: React.ChangeEvent) { - const f = e.target.files?.[0] ?? null; - setFile(f); - setError(null); - } - - async function handleUpload() { - if (!file || !selectedDocType) return; - setSubmitting(true); - setError(null); - - try { - const timestamp = new Date() - .toISOString() - .replace(/[-:]/g, "") - .replace("T", "_") - .split(".")[0]; - const ext = (file.name.split(".").pop() || "bin").toLowerCase(); - const ct = contentTypeFor(ext); - - const s3Key = `contractor-install/${deal.dealId}/${selectedDocType}/${timestamp}.${ext}`; - - const presignedUrl = await getPresignedUrl(s3Key, ct); - - await uploadFileToS3({ presignedUrl, file, contentType: ct }); - - // Extract bucket from presigned URL (format: https://bucket.s3.region.amazonaws.com/...) - const urlObj = new URL(presignedUrl); - const bucket = urlObj.hostname.split(".")[0]; - - await recordUpload({ - s3FileKey: s3Key, - s3FileBucket: bucket, - fileType: selectedDocType, - measureName: selectedMeasure || undefined, - uprn: deal.uprn ?? undefined, - hubspotDealId: deal.dealId, - landlordPropertyId: deal.landlordPropertyId ?? undefined, - }); - - onClose(); - } catch (err) { - console.error(err); - setError("Upload failed. Please try again."); - } finally { - setSubmitting(false); - } - } - - const canUpload = !!file && !!selectedDocType && !submitting; - - return ( - - - - Upload Install Documentation - - Upload a document for{" "} - {deal.dealname ?? deal.landlordPropertyId ?? deal.dealId}. - Select the relevant measure and document type before uploading. - - - -
- {/* Measure selector */} - {measures.length > 0 && ( -
- - -
- )} - - {/* Document type selector */} -
- - -
- - {/* File picker */} -
- - -

- PDF, JPG, or PNG accepted. -

-
- - {error && ( -

- {error} -

- )} -
- - - - - -
-
- ); -} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx index a9138ab..2bb2a4f 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx @@ -215,6 +215,8 @@ export default function LiveTracker({ data={currentProject?.allDeals ?? []} onOpenDrawer={handleOpenDrawer} docStatusMap={docStatusMap} + portfolioId={portfolioId} + userCapability={userCapability} />
@@ -356,6 +358,7 @@ export default function LiveTracker({ {/* ── Property detail drawer ─────────────────────────────────────── */} setDetailDeal(null)} /> diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx index 2aa61f5..737aff2 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx @@ -1,7 +1,7 @@ "use client"; -import { useMemo, useState } from "react"; -import { useMutation, useQueryClient } from "@tanstack/react-query"; +import React, { useMemo, useState } from "react"; +import { useMutation, useQuery } from "@tanstack/react-query"; import { Table, TableBody, @@ -14,10 +14,20 @@ import { Input } from "@/app/shadcn_components/ui/input"; import { Button } from "@/app/shadcn_components/ui/button"; import { Badge } from "@/app/shadcn_components/ui/badge"; import { Checkbox } from "@/app/shadcn_components/ui/checkbox"; -import { Search, Upload, Save } from "lucide-react"; +import { Search, Save, ChevronDown, ChevronRight } from "lucide-react"; import { STAGE_COLORS } from "./types"; import type { ClassifiedDeal, PortfolioCapabilityType, ApprovalsByDeal } from "./types"; -import InstallUploadModal from "./InstallUploadModal"; +import { ApprovalConfirmDialog, type PendingDiff } from "./ApprovalConfirmDialog"; + +type AuditEvent = { + id: string; + hubspotDealId: string; + measureName: string; + action: string; // 'approved' | 'unapproved' + actedByEmail: string; + actedByName: string | null; + actedAt: string; // ISO string +}; type Props = { data: ClassifiedDeal[]; @@ -28,10 +38,7 @@ type Props = { function parseMeasures(raw: string | null | undefined): string[] { if (!raw) return []; - return raw - .split(",") - .map((m) => m.trim()) - .filter(Boolean); + return raw.split(",").map((m) => m.trim()).filter(Boolean); } function ApprovalStatus({ @@ -66,14 +73,83 @@ function ApprovalStatus({ ); } -async function saveApprovals( +function formatDate(iso: string) { + return new Date(iso).toLocaleString("en-GB", { + day: "numeric", + month: "short", + year: "numeric", + hour: "2-digit", + minute: "2-digit", + }); +} + +function ActivityLog({ + dealId, + portfolioId, +}: { + dealId: string; + portfolioId: string; +}) { + const { data, isLoading } = useQuery<{ events: AuditEvent[] }>({ + queryKey: ["approvalEvents", portfolioId, dealId], + queryFn: async () => { + const res = await fetch( + `/api/portfolio/${portfolioId}/approvals?dealIds=${dealId}&include=events`, + ); + if (!res.ok) throw new Error("Failed to fetch events"); + return res.json(); + }, + staleTime: 30_000, + }); + + if (isLoading) { + return ( +

Loading activity…

+ ); + } + + const events = data?.events ?? []; + + if (events.length === 0) { + return ( +

No activity yet.

+ ); + } + + return ( +
+ {events.map((e) => ( +
+ + {e.action === "approved" ? "Approved" : "Unapproved"} + + {e.measureName} + · + + {e.actedByName ?? e.actedByEmail} + + · + {formatDate(e.actedAt)} +
+ ))} +
+ ); +} + +async function postApprovalChanges( portfolioId: string, - deals: { hubspotDealId: string; approvedMeasures: string[] }[], + changes: { hubspotDealId: string; measureName: string; approved: boolean }[], ) { const res = await fetch(`/api/portfolio/${portfolioId}/approvals`, { method: "POST", headers: { "Content-Type": "application/json" }, - body: JSON.stringify({ deals }), + body: JSON.stringify({ changes }), }); if (!res.ok) throw new Error("Failed to save approvals"); } @@ -85,12 +161,14 @@ export default function MeasuresTable({ portfolioId, }: Props) { const [search, setSearch] = useState(""); + // pendingChanges: dealId -> desired Set (the full intended approved set) const [pendingChanges, setPendingChanges] = useState< Record> >({}); - const [uploadDeal, setUploadDeal] = useState(null); const [savedApprovals, setSavedApprovals] = useState(approvalsByDeal); + const [showConfirm, setShowConfirm] = useState(false); + const [expandedRows, setExpandedRows] = useState>(new Set()); // Filter to only properties with proposed measures const dealsWithMeasures = useMemo( @@ -111,56 +189,87 @@ export default function MeasuresTable({ const hasPendingChanges = Object.keys(pendingChanges).length > 0; + // Compute diffs: for each deal in pendingChanges, what's added vs removed vs saved + const pendingDiffs = useMemo>(() => { + const diffs: Record = {}; + for (const [dealId, pending] of Object.entries(pendingChanges)) { + const saved = new Set(savedApprovals[dealId] ?? []); + const added = [...pending].filter((m) => !saved.has(m)); + const removed = [...saved].filter((m) => !pending.has(m)); + if (added.length > 0 || removed.length > 0) { + diffs[dealId] = { added, removed }; + } + } + return diffs; + }, [pendingChanges, savedApprovals]); + + const dealNames = useMemo>(() => { + const map: Record = {}; + for (const d of dealsWithMeasures) { + map[d.dealId] = d.dealname ?? d.landlordPropertyId ?? d.dealId; + } + return map; + }, [dealsWithMeasures]); + const saveMutation = useMutation({ mutationFn: () => { - const deals = Object.entries(pendingChanges).map(([dealId, measures]) => ({ - hubspotDealId: dealId, - approvedMeasures: Array.from(measures), - })); - return saveApprovals(portfolioId, deals); + // Build flat list of explicit changes from diffs + const changes: { hubspotDealId: string; measureName: string; approved: boolean }[] = []; + for (const [dealId, diff] of Object.entries(pendingDiffs)) { + for (const m of diff.added) changes.push({ hubspotDealId: dealId, measureName: m, approved: true }); + for (const m of diff.removed) changes.push({ hubspotDealId: dealId, measureName: m, approved: false }); + } + return postApprovalChanges(portfolioId, changes); }, onSuccess: () => { - // Merge pending changes into saved approvals setSavedApprovals((prev) => { const next = { ...prev }; - for (const [dealId, measures] of Object.entries(pendingChanges)) { - next[dealId] = Array.from(measures); + for (const [dealId, pending] of Object.entries(pendingChanges)) { + next[dealId] = Array.from(pending); } return next; }); setPendingChanges({}); + setShowConfirm(false); }, }); - function toggleMeasure(dealId: string, measure: string, currentApproved: string[]) { + function toggleMeasure(dealId: string, measure: string) { setPendingChanges((prev) => { - // Start from either pending state or the saved state - const current = + const base = prev[dealId] !== undefined ? new Set(prev[dealId]) - : new Set(currentApproved); + : new Set(savedApprovals[dealId] ?? []); - if (current.has(measure)) { - current.delete(measure); + if (base.has(measure)) { + base.delete(measure); } else { - current.add(measure); + base.add(measure); } - // If the pending set equals the saved set, remove from pending + // If pending equals saved, remove from tracking const saved = new Set(savedApprovals[dealId] ?? []); - const setsEqual = - current.size === saved.size && [...current].every((m) => saved.has(m)); + const equal = base.size === saved.size && [...base].every((m) => saved.has(m)); const next = { ...prev }; - if (setsEqual) { + if (equal) { delete next[dealId]; } else { - next[dealId] = current; + next[dealId] = base; } return next; }); } + function toggleRowExpand(dealId: string) { + setExpandedRows((prev) => { + const next = new Set(prev); + if (next.has(dealId)) next.delete(dealId); + else next.add(dealId); + return next; + }); + } + if (dealsWithMeasures.length === 0) { return (
@@ -191,14 +300,11 @@ export default function MeasuresTable({ {userCapability === "approver" && hasPendingChanges && ( )}
@@ -209,6 +315,7 @@ export default function MeasuresTable({ + Address @@ -221,11 +328,6 @@ export default function MeasuresTable({ Status - {userCapability === "contractor" && ( - - Actions - - )} @@ -238,118 +340,130 @@ export default function MeasuresTable({ const approvedSet = new Set(approvedForDeal); const stageColor = STAGE_COLORS[deal.displayStage]; const hasPending = pendingChanges[deal.dealId] !== undefined; + const isExpanded = expandedRows.has(deal.dealId); return ( - - {/* Address */} - -
- {deal.dealname ?? "—"} -
- {deal.landlordPropertyId && ( -
- {deal.landlordPropertyId} + + + {/* Expand toggle */} + + + + + {/* Address */} + +
+ {deal.dealname ?? "—"}
- )} -
+ {deal.landlordPropertyId && ( +
+ {deal.landlordPropertyId} +
+ )} + - {/* Stage */} - - + {/* Stage */} + - {deal.displayStage} - - + className={`inline-flex items-center gap-1.5 px-2 py-1 rounded-full text-xs font-medium border ${stageColor.bg} ${stageColor.text} ${stageColor.border}`} + > + + {deal.displayStage} + + - {/* Proposed measures with approval checkboxes */} - -
- {proposed.map((measure) => { - const isApproved = approvedSet.has(measure); - if (userCapability === "approver") { + {/* Proposed measures */} + +
+ {proposed.map((measure) => { + const isApproved = approvedSet.has(measure); + if (userCapability === "approver") { + return ( + + ); + } return ( - + ); - } - return ( - - {measure} - - ); - })} -
-
- - {/* Status badge */} - - - - - {/* Contractor upload button */} - {userCapability === "contractor" && ( - - + })} +
+ + {/* Status */} + + + + +
+ + {/* Expandable activity log row */} + {isExpanded && ( + + +
+

+ Activity log +

+ +
+
+
)} - +
); })}
- {/* Install upload modal */} - {uploadDeal && ( - setUploadDeal(null)} - /> - )} + {/* Confirmation dialog */} + saveMutation.mutate()} + onCancel={() => setShowConfirm(false)} + isPending={saveMutation.isPending} + /> + ); } diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx index cbe9c9d..0ca08ce 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx @@ -1,7 +1,9 @@ "use client"; +import { useState } from "react"; +import { useQuery } from "@tanstack/react-query"; import { motion, AnimatePresence } from "framer-motion"; -import { X, CheckCircle2, Circle, AlertTriangle } from "lucide-react"; +import { X, CheckCircle2, Circle, AlertTriangle, ChevronRight, ChevronDown } from "lucide-react"; import { Drawer, DrawerClose, @@ -13,6 +15,84 @@ import { import { STAGE_COLORS } from "./types"; import type { ClassifiedDeal } from "./types"; +// ----------------------------------------------------------------------- +// Approval log types + helpers +// ----------------------------------------------------------------------- +type AuditEvent = { + id: string; + measureName: string; + action: string; // 'approved' | 'unapproved' + actedByEmail: string; + actedByName: string | null; + actedAt: string; +}; + +function formatDateTime(iso: string) { + return new Date(iso).toLocaleString("en-GB", { + day: "numeric", + month: "short", + year: "numeric", + hour: "2-digit", + minute: "2-digit", + }); +} + +function ApprovalLogSection({ + dealId, + portfolioId, +}: { + dealId: string; + portfolioId: string; +}) { + const { data, isLoading } = useQuery<{ events: AuditEvent[] }>({ + queryKey: ["approvalEvents", portfolioId, dealId], + queryFn: async () => { + const res = await fetch( + `/api/portfolio/${portfolioId}/approvals?dealIds=${dealId}&include=events`, + ); + if (!res.ok) throw new Error("Failed to fetch events"); + return res.json(); + }, + staleTime: 30_000, + }); + + if (isLoading) { + return

Loading activity…

; + } + + const events = data?.events ?? []; + + if (events.length === 0) { + return ( +

No approval activity yet.

+ ); + } + + return ( +
+ {events.map((e) => ( +
+ + {e.action === "approved" ? "Approved" : "Unapproved"} + +
+ {e.measureName} +
+ {e.actedByName ?? e.actedByEmail} · {formatDateTime(e.actedAt)} +
+
+
+ ))} +
+ ); +} + // ----------------------------------------------------------------------- // Milestone definitions — ordered pipeline steps with their date fields // ----------------------------------------------------------------------- @@ -141,14 +221,16 @@ function MilestoneTimeline({ deal }: { deal: ClassifiedDeal }) { // ----------------------------------------------------------------------- interface PropertyDetailDrawerProps { deal: ClassifiedDeal | null; + portfolioId: string; onClose: () => void; } -export default function PropertyDetailDrawer({ deal, onClose }: PropertyDetailDrawerProps) { +export default function PropertyDetailDrawer({ deal, portfolioId, onClose }: PropertyDetailDrawerProps) { const open = !!deal; + const [isLogOpen, setIsLogOpen] = useState(false); return ( - !v && onClose()} direction="right"> + { if (!v) { setIsLogOpen(false); onClose(); } }} direction="right">
@@ -255,6 +337,28 @@ export default function PropertyDetailDrawer({ deal, onClose }: PropertyDetailDr

Project Timeline

+ + {/* Approval log — collapsible */} +
+ + {isLogOpen && ( +
+ +
+ )} +
{/* Footer */} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx index 1a8fc5e..c91323e 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx @@ -10,7 +10,7 @@ import { uploadedFiles } from "@/app/db/schema/uploaded_files"; import { portfolioOrganisation } from "@/app/db/schema/portfolio_organisation"; import { organisation } from "@/app/db/schema/organisation"; import { portfolioCapabilities } from "@/app/db/schema/portfolio"; -import { dealApprovals, dealApprovedMeasures } from "@/app/db/schema/approvals"; +import { dealMeasureApprovals } from "@/app/db/schema/approvals"; import { user as userTable } from "@/app/db/schema/users"; import type { HubspotDeal, DocStatusMap, DocStatus, PortfolioCapabilityType, ApprovalsByDeal } from "./types"; import { EXPECTED_SURVEY_DOC_TYPES } from "./types"; @@ -148,31 +148,25 @@ export default async function LiveReportingPage(props: { } } - // Fetch deal approvals for all deals in scope + // Fetch currently approved measures for all deals in scope const approvalsByDeal: ApprovalsByDeal = {}; const dealIds = deals.map((d) => d.dealId).filter(Boolean); if (dealIds.length > 0) { const approvalRows = await db - .select({ id: dealApprovals.id, hubspotDealId: dealApprovals.hubspotDealId }) - .from(dealApprovals) - .where(inArray(dealApprovals.hubspotDealId, dealIds)); + .select({ + hubspotDealId: dealMeasureApprovals.hubspotDealId, + measureName: dealMeasureApprovals.measureName, + }) + .from(dealMeasureApprovals) + .where( + and( + inArray(dealMeasureApprovals.hubspotDealId, dealIds), + eq(dealMeasureApprovals.isApproved, true), + ), + ); - if (approvalRows.length > 0) { - const approvalIds = approvalRows.map((a) => a.id); - const measureRows = await db - .select({ - dealApprovalId: dealApprovedMeasures.dealApprovalId, - measureName: dealApprovedMeasures.measureName, - }) - .from(dealApprovedMeasures) - .where(inArray(dealApprovedMeasures.dealApprovalId, approvalIds)); - - const approvalById = new Map(approvalRows.map((a) => [a.id.toString(), a.hubspotDealId])); - for (const m of measureRows) { - const dealId = approvalById.get(m.dealApprovalId.toString()); - if (!dealId) continue; - (approvalsByDeal[dealId] ??= []).push(m.measureName); - } + for (const row of approvalRows) { + (approvalsByDeal[row.hubspotDealId] ??= []).push(row.measureName); } } From 31a1e46661de94c4b3205eab80478e5b3995ad4f Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Fri, 17 Apr 2026 11:57:54 +0000 Subject: [PATCH 6/6] tweaking documents and measures tables --- .../your-projects/live/DocumentTable.tsx | 2 +- .../your-projects/live/MeasuresTable.tsx | 4 ++-- .../[slug]/(portfolio)/your-projects/live/page.tsx | 13 +++++++------ .../[slug]/(portfolio)/your-projects/live/types.ts | 2 +- 4 files changed, 11 insertions(+), 10 deletions(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx index ac9b657..195b534 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx @@ -77,7 +77,7 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap, portfo () => createDocumentTableColumns( onOpenDrawer, docStatusMap, - userCapability === "contractor" ? setUploadDeal : undefined, + userCapability.includes("contractor") ? setUploadDeal : undefined, ), [onOpenDrawer, docStatusMap, userCapability], ); diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx index 737aff2..f7e3414 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx @@ -297,7 +297,7 @@ export default function MeasuresTable({ {filtered.length} of {dealsWithMeasures.length} properties - {userCapability === "approver" && hasPendingChanges && ( + {userCapability.includes("approver") && hasPendingChanges && (