diff --git a/.devcontainer/Dockerfile b/.devcontainer/Dockerfile index dc8ed3de..42f93fac 100644 --- a/.devcontainer/Dockerfile +++ b/.devcontainer/Dockerfile @@ -1,6 +1,9 @@ FROM library/python:3.12-bullseye ARG USER=vscode +ARG USER_UID=1000 +ARG USER_GID=1000 + ARG DEBIAN_FRONTEND=noninteractive # Install system dependencies in a single layer @@ -37,6 +40,15 @@ RUN curl -fsSL https://deb.nodesource.com/setup_22.x | bash - \ # RUN apt-get install terraform # RUN terraform -install-autocomplete +# Install Claude +USER ${USER} +RUN curl -fsSL https://claude.ai/install.sh | bash \ + && export PATH="/home/${USER}/.local/bin:${PATH}" \ + && claude plugin marketplace add JuliusBrussee/caveman \ + && claude plugin install caveman@caveman +ENV PATH="/home/vscode/.local/bin:${PATH}" +USER root + # Set the working directory WORKDIR /workspaces/assessment-model \ No newline at end of file diff --git a/.devcontainer/devcontainer.json b/.devcontainer/devcontainer.json index d1416d85..36d8b4d1 100644 --- a/.devcontainer/devcontainer.json +++ b/.devcontainer/devcontainer.json @@ -5,10 +5,11 @@ "remoteUser": "vscode", "workspaceFolder": "/workspaces/assessment-model", "postStartCommand": "bash .devcontainer/post-install.sh", - "forwardPorts": [3000], + "forwardPorts": [3000], # For vscode + "appPort": ["3000:3000"], # For devcontainer shell "mounts": [ // Optional, just makes getting from Downloads (local env) easier - // "source=${localEnv:HOME},target=/workspaces/home,type=bind" + "source=${localEnv:HOME},target=/workspaces/home,type=bind" ], "customizations": { "vscode": { diff --git a/.devcontainer/docker-compose.yml b/.devcontainer/docker-compose.yml index b6b65093..1c8e315e 100644 --- a/.devcontainer/docker-compose.yml +++ b/.devcontainer/docker-compose.yml @@ -1,11 +1,11 @@ -version: "3.8" - services: frontend: - user: "${UID}:${GID}" build: context: .. dockerfile: .devcontainer/Dockerfile + args: + USER_UID: ${UID:-1000} + USER_GID: ${GID:-1000} command: sleep infinity ports: - "3000:3000" diff --git a/devcontainer.sh b/devcontainer.sh new file mode 100644 index 00000000..5c536cb7 --- /dev/null +++ b/devcontainer.sh @@ -0,0 +1,102 @@ +#!/usr/bin/env bash +# +# devcontainer.sh — devcontainer helper for this repo +# +# Usage: +# ./devcontainer.sh +# +# Commands: +# up build + start the devcontainer (idempotent) +# shell attach a bash shell; auto-ups if not running +# down stop the devcontainer +# rebuild remove + rebuild from scratch, no cache +# +# Examples: +# ./devcontainer.sh shell # one-shot: up if needed, then bash +# ./devcontainer.sh rebuild + +set -euo pipefail + +SCRIPT_DIR="$(cd -- "$(dirname -- "${BASH_SOURCE[0]}")" &>/dev/null && pwd)" +REPO_ROOT="${SCRIPT_DIR}" +CONFIG_PATH="${REPO_ROOT}/.devcontainer/devcontainer.json" + +VALID_COMMANDS=(up shell down rebuild) + +# --- helpers --------------------------------------------------------------- + +usage() { + sed -n '3,15p' "${BASH_SOURCE[0]}" | sed 's/^# \{0,1\}//' + exit "${1:-0}" +} + +die() { + echo "error: $*" >&2 + exit 1 +} + +in_list() { + local needle="$1" + shift + local item + for item in "$@"; do + [[ "${item}" == "${needle}" ]] && return 0 + done + return 1 +} + +container_id() { + # Find the running container for this repo via devcontainer labels. + docker ps -q \ + --filter "label=devcontainer.local_folder=${REPO_ROOT}" \ + --filter "label=devcontainer.config_file=${CONFIG_PATH}" +} + +# --- argument parsing ------------------------------------------------------ + +[[ $# -eq 1 ]] || usage 1 + +COMMAND="$1" + +in_list "${COMMAND}" "${VALID_COMMANDS[@]}" \ + || die "invalid command '${COMMAND}' (expected: ${VALID_COMMANDS[*]})" + +[[ -f "${CONFIG_PATH}" ]] || die "config not found: ${CONFIG_PATH}" + +DC_ARGS=(--workspace-folder "${REPO_ROOT}") + +# --- dispatch -------------------------------------------------------------- + +case "${COMMAND}" in + up) + echo ">> bringing up devcontainer" + devcontainer up "${DC_ARGS[@]}" + ;; + + shell) + # Auto-up if not already running. `devcontainer up` is idempotent — + # it reuses an existing container, so this is cheap on warm starts. + if [[ -z "$(container_id)" ]]; then + echo ">> devcontainer not running, bringing it up first" + devcontainer up "${DC_ARGS[@]}" + fi + echo ">> attaching shell" + devcontainer exec "${DC_ARGS[@]}" bash 2>/dev/null \ + || devcontainer exec "${DC_ARGS[@]}" sh + ;; + + down) + cid="$(container_id)" + if [[ -z "${cid}" ]]; then + echo ">> devcontainer not running, nothing to stop" + exit 0 + fi + echo ">> stopping devcontainer" + docker stop "${cid}" + ;; + + rebuild) + echo ">> rebuilding devcontainer from scratch" + devcontainer up "${DC_ARGS[@]}" --remove-existing-container --build-no-cache + ;; +esac diff --git a/src/app/api/live-tracking/property-documents/route.ts b/src/app/api/live-tracking/property-documents/route.ts index 912dba8e..35f49915 100644 --- a/src/app/api/live-tracking/property-documents/route.ts +++ b/src/app/api/live-tracking/property-documents/route.ts @@ -5,22 +5,25 @@ import { uploadedFiles } from "@/app/db/schema/uploaded_files"; export async function GET(req: Request) { const { searchParams } = new URL(req.url); + const dealIdParam = searchParams.get("dealId"); const uprnParam = searchParams.get("uprn"); const landlordPropertyIdParam = searchParams.get("landlordPropertyId"); - if (!uprnParam && !landlordPropertyIdParam) { + if (!dealIdParam && !uprnParam && !landlordPropertyIdParam) { return NextResponse.json( - { error: "uprn or landlordPropertyId is required" }, + { error: "dealId, uprn, or landlordPropertyId is required" }, { status: 400 }, ); } try { - // Prefer UPRN — it's more selective and avoids an OR full-table scan. - // Only fall back to landlordPropertyId when no UPRN is available. - const condition = uprnParam - ? eq(uploadedFiles.uprn, BigInt(uprnParam)) - : eq(uploadedFiles.landlordPropertyId, landlordPropertyIdParam!); + // Prefer dealId — reliable even when UPRN is missing from the deal. + // Fall back to UPRN, then landlordPropertyId. + const condition = dealIdParam + ? eq(uploadedFiles.hubsotDealId, dealIdParam) + : uprnParam + ? eq(uploadedFiles.uprn, BigInt(uprnParam)) + : eq(uploadedFiles.landlordPropertyId, landlordPropertyIdParam!); const rows = await db .select({ @@ -29,8 +32,10 @@ export async function GET(req: Request) { s3FileBucket: uploadedFiles.s3FileBucket, s3UploadTimestamp: uploadedFiles.s3UploadTimestamp, fileType: uploadedFiles.fileType, + source: uploadedFiles.source, uprn: uploadedFiles.uprn, landlordPropertyId: uploadedFiles.landlordPropertyId, + measureName: uploadedFiles.measureName, }) .from(uploadedFiles) .where(condition); @@ -40,9 +45,11 @@ export async function GET(req: Request) { s3FileKey: row.s3FileKey, s3FileBucket: row.s3FileBucket, docType: row.fileType ?? "unknown", + source: row.source ?? null, s3UploadTimestamp: row.s3UploadTimestamp.toISOString(), uprn: row.uprn !== null ? String(row.uprn) : null, landlordPropertyId: row.landlordPropertyId, + measureName: row.measureName ?? null, })); return NextResponse.json(documents); 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 00000000..85f29629 --- /dev/null +++ b/src/app/api/portfolio/[portfolioId]/approvals/route.ts @@ -0,0 +1,243 @@ +import { db } from "@/app/db/db"; +import { NextRequest, NextResponse } from "next/server"; +import { + 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, sql } from "drizzle-orm"; +import { z } from "zod"; +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; +import { syncMeasureApprovalsToHubSpot } from "@/app/lib/hubspot/dealSync"; + +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 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 url = new URL(req.url); + const dealIdsParam = url.searchParams.get("dealIds"); + const includeEvents = url.searchParams.get("include") === "events"; + + if (!dealIdsParam) { + return NextResponse.json(includeEvents ? { approved: {}, events: [] } : {}); + } + + const dealIds = dealIdsParam.split(",").filter(Boolean); + if (dealIds.length === 0) { + return NextResponse.json(includeEvents ? { approved: {}, events: [] } : {}); + } + + try { + // Current approved measures + const approvalRows = await db + .select({ + hubspotDealId: dealMeasureApprovals.hubspotDealId, + measureName: dealMeasureApprovals.measureName, + approvedByEmail: user.email, + approvedByName: user.firstName, + approvedAt: dealMeasureApprovals.approvedAt, + }) + .from(dealMeasureApprovals) + .leftJoin(user, eq(user.id, dealMeasureApprovals.approvedBy)) + .where( + and( + inArray(dealMeasureApprovals.hubspotDealId, dealIds), + eq(dealMeasureApprovals.isApproved, true), + ), + ); + + const approved: Record = {}; + for (const row of approvalRows) { + (approved[row.hubspotDealId] ??= []).push(row.measureName); + } + + if (!includeEvents) { + return NextResponse.json(approved); + } + + // 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( + { error: "Failed to fetch approvals" }, + { status: 500 }, + ); + } +} + +// 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 }> }, +) { + 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({ + changes: z.array( + z.object({ + hubspotDealId: z.string(), + measureName: z.string(), + approved: z.boolean(), + }), + ), + }); + + let body: z.infer; + try { + body = bodySchema.parse(await req.json()); + } catch { + return NextResponse.json({ error: "Invalid body" }, { status: 400 }); + } + + if (body.changes.length === 0) { + return NextResponse.json({ success: true }); + } + + try { + const now = new Date(); + + for (const change of body.changes) { + // 1. Upsert current state + await db + .insert(dealMeasureApprovals) + .values({ + hubspotDealId: change.hubspotDealId, + measureName: change.measureName, + isApproved: change.approved, + approvedBy: userId, + approvedAt: now, + }) + .onConflictDoUpdate({ + target: [ + dealMeasureApprovals.hubspotDealId, + dealMeasureApprovals.measureName, + ], + set: { + isApproved: change.approved, + approvedBy: userId, + approvedAt: now, + }, + }); + + // 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, + }); + } + + const affectedDealIds = [...new Set(body.changes.map((c) => c.hubspotDealId))]; + for (const dealId of affectedDealIds) { + const approvalRows = await db + .select({ + measureName: dealMeasureApprovals.measureName, + approvedByEmail: user.email, + }) + .from(dealMeasureApprovals) + .leftJoin(user, eq(user.id, dealMeasureApprovals.approvedBy)) + .where( + and( + eq(dealMeasureApprovals.hubspotDealId, dealId), + eq(dealMeasureApprovals.isApproved, true), + ), + ); + + void syncMeasureApprovalsToHubSpot({ + hubspotDealId: dealId, + approvedMeasures: approvalRows.map((r) => ({ + measureName: r.measureName, + approvedByEmail: r.approvedByEmail ?? "unknown", + })), + actedByEmail: session.user.email, + actedAt: now, + }); + } + + 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 00000000..8f7f8b02 --- /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/portfolio/[portfolioId]/removal-requests/route.ts b/src/app/api/portfolio/[portfolioId]/removal-requests/route.ts new file mode 100644 index 00000000..67d9ecce --- /dev/null +++ b/src/app/api/portfolio/[portfolioId]/removal-requests/route.ts @@ -0,0 +1,373 @@ +import { db } from "@/app/db/db"; +import { NextRequest, NextResponse } from "next/server"; +import { propertyRemovalRequests } from "@/app/db/schema/removal_requests"; +import { portfolioUsers, portfolioCapabilities } from "@/app/db/schema/portfolio"; +import { user } from "@/app/db/schema/users"; +import { and, eq, desc } from "drizzle-orm"; +import { z } from "zod"; +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; +import { syncRemovalRequestToHubSpot, getDealBatch } from "@/app/lib/hubspot/dealSync"; + +const WRITE_ROLES = ["creator", "admin", "write"] as const; + +async function getRequestingUser(email: string) { + const rows = await db + .select({ id: user.id, email: user.email }) + .from(user) + .where(eq(user.email, email)) + .limit(1); + return rows[0] ?? null; +} + +async function getUserRole(portfolioId: bigint, userId: bigint) { + const rows = await db + .select({ role: portfolioUsers.role }) + .from(portfolioUsers) + .where( + and( + eq(portfolioUsers.portfolioId, portfolioId), + eq(portfolioUsers.userId, userId), + ), + ) + .limit(1); + return rows[0]?.role ?? null; +} + +async function hasApproverCapability(portfolioId: bigint, userId: bigint) { + 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 /api/portfolio/[portfolioId]/removal-requests?dealId=xxx +// Returns the most recent removal request for this deal (all statuses) +export async function GET( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const { portfolioId } = await props.params; + const dealId = req.nextUrl.searchParams.get("dealId"); + + if (!dealId) { + return NextResponse.json({ error: "dealId required" }, { status: 400 }); + } + + try { + const requester = user; + const reviewer = { ...user } as typeof user; + + // Fetch all requests for this deal, most recent first, joining requester and reviewer emails + const rows = await db + .select({ + id: propertyRemovalRequests.id, + hubspotDealId: propertyRemovalRequests.hubspotDealId, + type: propertyRemovalRequests.type, + reason: propertyRemovalRequests.reason, + status: propertyRemovalRequests.status, + requestedAt: propertyRemovalRequests.requestedAt, + reviewedAt: propertyRemovalRequests.reviewedAt, + requestedByEmail: user.email, + }) + .from(propertyRemovalRequests) + .innerJoin(user, eq(user.id, propertyRemovalRequests.requestedBy)) + .where( + and( + eq(propertyRemovalRequests.hubspotDealId, dealId), + eq(propertyRemovalRequests.portfolioId, BigInt(portfolioId)), + ), + ) + .orderBy(desc(propertyRemovalRequests.requestedAt)) + .limit(10); + + // For rows with a reviewer, fetch their email separately + const requests = await Promise.all( + rows.map(async (row) => { + // Find the full row to get reviewedBy + const fullRow = await db + .select({ reviewedBy: propertyRemovalRequests.reviewedBy }) + .from(propertyRemovalRequests) + .where(eq(propertyRemovalRequests.id, row.id)) + .limit(1); + + let reviewedByEmail: string | null = null; + if (fullRow[0]?.reviewedBy) { + const reviewerRow = await db + .select({ email: user.email }) + .from(user) + .where(eq(user.id, fullRow[0].reviewedBy)) + .limit(1); + reviewedByEmail = reviewerRow[0]?.email ?? null; + } + + return { + id: String(row.id), + hubspotDealId: row.hubspotDealId, + type: row.type, + reason: row.reason, + status: row.status, + requestedByEmail: row.requestedByEmail, + requestedAt: row.requestedAt?.toISOString() ?? null, + reviewedByEmail, + reviewedAt: row.reviewedAt?.toISOString() ?? null, + }; + }), + ); + + return NextResponse.json({ requests }); + } catch (err) { + console.error("[removal-requests GET]", err); + return NextResponse.json({ error: "Internal server error" }, { status: 500 }); + } +} + +const postSchema = z.object({ + hubspotDealId: z.string().min(1), + reason: z.string().min(1, "Reason is required"), + type: z.enum(["removal", "re_addition"]).default("removal"), +}); + +// POST /api/portfolio/[portfolioId]/removal-requests +// Submit a new removal request — requires write+ role +export async function POST( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const { portfolioId } = await props.params; + const session = await getServerSession(AuthOptions); + + if (!session?.user?.email) { + return NextResponse.json({ error: "Unauthorised" }, { status: 401 }); + } + + const requestingUser = await getRequestingUser(session.user.email); + if (!requestingUser) { + return NextResponse.json({ error: "User not found" }, { status: 401 }); + } + + const role = await getUserRole(BigInt(portfolioId), requestingUser.id); + if (!role || !WRITE_ROLES.includes(role as (typeof WRITE_ROLES)[number])) { + return NextResponse.json( + { error: "Write access required to submit a removal request" }, + { status: 403 }, + ); + } + + let body: unknown; + try { + body = await req.json(); + } catch { + return NextResponse.json({ error: "Invalid JSON" }, { status: 400 }); + } + + const parsed = postSchema.safeParse(body); + if (!parsed.success) { + return NextResponse.json({ error: parsed.error.flatten() }, { status: 400 }); + } + + const { hubspotDealId, reason, type } = parsed.data; + + try { + // Fetch the most recent request for this deal to determine current state + const [latest] = await db + .select({ + status: propertyRemovalRequests.status, + type: propertyRemovalRequests.type, + }) + .from(propertyRemovalRequests) + .where( + and( + eq(propertyRemovalRequests.hubspotDealId, hubspotDealId), + eq(propertyRemovalRequests.portfolioId, BigInt(portfolioId)), + ), + ) + .orderBy(desc(propertyRemovalRequests.requestedAt)) + .limit(1); + + if (latest?.status === "pending") { + return NextResponse.json( + { error: "A pending request already exists for this property" }, + { status: 409 }, + ); + } + + if (type === "removal" && latest?.type === "removal" && latest?.status === "approved") { + return NextResponse.json( + { error: "This property has already been removed" }, + { status: 409 }, + ); + } + + if (type === "re_addition") { + const isRemoved = + (latest?.type === "removal" && latest?.status === "approved") || + (latest?.type === "re_addition" && latest?.status === "declined"); + if (!isRemoved) { + return NextResponse.json( + { error: "This property is not currently removed" }, + { status: 409 }, + ); + } + } + + const [inserted] = await db + .insert(propertyRemovalRequests) + .values({ + hubspotDealId, + portfolioId: BigInt(portfolioId), + reason, + type, + status: "pending", + requestedBy: requestingUser.id, + }) + .returning(); + + void syncRemovalRequestToHubSpot({ + hubspotDealId, + type, + status: "pending", + reason, + requestedByEmail: requestingUser.email, + }); + + return NextResponse.json({ success: true, id: String(inserted.id) }); + } catch (err) { + console.error("[removal-requests POST]", err); + return NextResponse.json({ error: "Internal server error" }, { status: 500 }); + } +} + +const patchSchema = z.object({ + requestId: z.number().int().positive(), + action: z.enum(["approved", "declined"]), +}); + +// PATCH /api/portfolio/[portfolioId]/removal-requests +// Approve or decline a pending request — requires approver capability +export async function PATCH( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const { portfolioId } = await props.params; + const session = await getServerSession(AuthOptions); + + if (!session?.user?.email) { + return NextResponse.json({ error: "Unauthorised" }, { status: 401 }); + } + + const requestingUser = await getRequestingUser(session.user.email); + if (!requestingUser) { + return NextResponse.json({ error: "User not found" }, { status: 401 }); + } + + const isApprover = await hasApproverCapability(BigInt(portfolioId), requestingUser.id); + if (!isApprover) { + return NextResponse.json( + { error: "Approver capability required to review a removal request" }, + { status: 403 }, + ); + } + + let body: unknown; + try { + body = await req.json(); + } catch { + return NextResponse.json({ error: "Invalid JSON" }, { status: 400 }); + } + + const parsed = patchSchema.safeParse(body); + if (!parsed.success) { + return NextResponse.json({ error: parsed.error.flatten() }, { status: 400 }); + } + + const { requestId, action } = parsed.data; + + try { + const target = await db + .select({ + id: propertyRemovalRequests.id, + type: propertyRemovalRequests.type, + status: propertyRemovalRequests.status, + hubspotDealId: propertyRemovalRequests.hubspotDealId, + reason: propertyRemovalRequests.reason, + requestedByEmail: user.email, + }) + .from(propertyRemovalRequests) + .innerJoin(user, eq(user.id, propertyRemovalRequests.requestedBy)) + .where(eq(propertyRemovalRequests.id, BigInt(requestId))) + .limit(1); + + if (!target.length) { + return NextResponse.json({ error: "Request not found" }, { status: 404 }); + } + + if (target[0].status !== "pending") { + return NextResponse.json( + { error: "Only pending requests can be reviewed" }, + { status: 409 }, + ); + } + + const requestType = (target[0].type ?? "removal") as "removal" | "re_addition"; + const dealId = target[0].hubspotDealId; + + // When approving a removal: fetch the current batch value and store it + // When approving a re-addition: find the stored batch from the original removal + let originalBatch: string | null = null; + let batchValue: string | null | undefined = undefined; + + if (action === "approved") { + if (requestType === "removal") { + originalBatch = await getDealBatch(dealId); + } else if (requestType === "re_addition") { + const [originalRemoval] = await db + .select({ originalBatch: propertyRemovalRequests.originalBatch }) + .from(propertyRemovalRequests) + .where( + and( + eq(propertyRemovalRequests.hubspotDealId, dealId), + eq(propertyRemovalRequests.type, "removal"), + eq(propertyRemovalRequests.status, "approved"), + ), + ) + .orderBy(desc(propertyRemovalRequests.reviewedAt)) + .limit(1); + batchValue = originalRemoval?.originalBatch ?? null; + } + } + + await db + .update(propertyRemovalRequests) + .set({ + status: action, + reviewedBy: requestingUser.id, + reviewedAt: new Date(), + ...(requestType === "removal" && action === "approved" ? { originalBatch } : {}), + }) + .where(eq(propertyRemovalRequests.id, BigInt(requestId))); + + void syncRemovalRequestToHubSpot({ + hubspotDealId: dealId, + type: requestType, + status: action, + reason: target[0].reason, + requestedByEmail: target[0].requestedByEmail, + reviewedByEmail: requestingUser.email, + batchValue, + }); + + return NextResponse.json({ success: true }); + } catch (err) { + console.error("[removal-requests PATCH]", err); + return NextResponse.json({ error: "Internal server error" }, { 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 00000000..6dc6b662 --- /dev/null +++ b/src/app/api/upload/contractor-install/route.ts @@ -0,0 +1,151 @@ +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, inArray } from "drizzle-orm"; +import { z } from "zod"; +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; +import { syncContractorDocUploadToHubSpot } from "@/app/lib/hubspot/dealSync"; +import { getRequiredDocs } from "@/app/lib/measureDocumentRequirements"; + +function computeMeasureProgress( + proposedMeasures: string[], + dealDocs: { fileType: string | null; measureName: string | null }[], +) { + const installDocs = dealDocs.filter((d) => d.fileType !== null && d.measureName !== null); + return proposedMeasures.map((measureName) => { + const required = getRequiredDocs(measureName); + const docsForMeasure = installDocs.filter((d) => d.measureName === measureName); + const uploadedTypeSet = new Set(docsForMeasure.map((d) => d.fileType)); + const uploadedCount = required.filter((r) => uploadedTypeSet.has(r)).length; + return { + measureName, + uploadedCount, + requiredCount: required.length, + isComplete: uploadedCount === required.length, + }; + }); +} + +// 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) { + return NextResponse.json({ error: "Unauthorised" }, { status: 401 }); + } + + const bodySchema = z.object({ + s3FileKey: z.string(), + s3FileBucket: z.string(), + fileType: z.string().optional(), // optional — null means unclassified + 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 { + 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) ?? null, + 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 }); + + if (body.hubspotDealId) { + void syncContractorDocUploadToHubSpot({ + hubspotDealId: body.hubspotDealId, + }); + } + + 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 }); + } +} + +// 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(), + }), + ), + hubspotDealId: z.string().optional(), + proposedMeasures: z.array(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))); + } + + // Sync per-measure progress to HubSpot after classification + if (body.hubspotDealId && body.proposedMeasures && body.proposedMeasures.length > 0) { + const dealDocs = await db + .select({ fileType: uploadedFiles.fileType, measureName: uploadedFiles.measureName }) + .from(uploadedFiles) + .where(eq(uploadedFiles.hubsotDealId, body.hubspotDealId)); + + const measureProgress = computeMeasureProgress(body.proposedMeasures, dealDocs); + void syncContractorDocUploadToHubSpot({ hubspotDealId: body.hubspotDealId, measureProgress }); + } + + 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/components/portfolio/AddNew.tsx b/src/app/components/portfolio/AddNew.tsx index 5a3bafd2..e6f91be7 100644 --- a/src/app/components/portfolio/AddNew.tsx +++ b/src/app/components/portfolio/AddNew.tsx @@ -7,11 +7,13 @@ import { DocumentMagnifyingGlassIcon, ChevronDownIcon, DocumentPlusIcon, + RectangleStackIcon, } from "@heroicons/react/24/outline"; import { cn } from "@/lib/utils"; import { useRouter } from "next/navigation"; import { Dispatch, SetStateAction, useState } from "react"; +import BulkUploadComingSoonModal from "@/app/components/portfolio/BulkUploadComingSoonModal"; interface AddNewProps { portfolioId: string; @@ -26,6 +28,7 @@ export default function AddNew({ }: AddNewProps) { const router = useRouter(); const [loadingRemote, setLoadingRemote] = useState(false); + const [isBulkUploadOpen, setIsBulkUploadOpen] = useState(false); function handleRemoteAssessment() { setLoadingRemote(true); @@ -33,12 +36,18 @@ export default function AddNew({ } return ( + <> + setIsBulkUploadOpen(false)} + portfolioId={portfolioId} + /> @@ -98,7 +107,34 @@ export default function AddNew({ File Import - Upload an Excel or CSV file containing multiple units. + For bulk uploads, please contact a Domna user. + + + + )} + + + {/* Bulk Upload (Coming Soon) */} + + {({ active }) => ( + @@ -107,5 +143,6 @@ export default function AddNew({ + ); } diff --git a/src/app/components/portfolio/BulkUploadComingSoonModal.tsx b/src/app/components/portfolio/BulkUploadComingSoonModal.tsx new file mode 100644 index 00000000..2de2b428 --- /dev/null +++ b/src/app/components/portfolio/BulkUploadComingSoonModal.tsx @@ -0,0 +1,87 @@ +"use client"; + +import { + Dialog, + DialogBackdrop, + DialogPanel, + Transition, + TransitionChild, +} from "@headlessui/react"; +import { Fragment } from "react"; +import { XMarkIcon, RectangleStackIcon } from "@heroicons/react/24/outline"; + +interface BulkUploadComingSoonModalProps { + isOpen: boolean; + onClose: () => void; + portfolioId: string; +} + +export default function BulkUploadComingSoonModal({ + isOpen, + onClose, +}: BulkUploadComingSoonModalProps) { + return ( + + + + + + +
+ + + + +
+
+ +
+ +
+ + Coming Soon + +

+ Bulk Address Upload +

+

+ Upload multiple addresses in one go. This feature is currently in development + and will be available soon. +

+
+ + +
+ + +
+ + + ); +} diff --git a/src/app/components/portfolio/YourProjectsDropdown.tsx b/src/app/components/portfolio/YourProjectsDropdown.tsx index 467cd26d..8a9d757e 100644 --- a/src/app/components/portfolio/YourProjectsDropdown.tsx +++ b/src/app/components/portfolio/YourProjectsDropdown.tsx @@ -31,7 +31,7 @@ export default function YourProjectsDropdown({ className=" inline-flex items-center gap-1 px-4 py-2 rounded-md bg-gray-50 text-gray-900 hover:bg-midblue hover:text-gray-100 - transition-colors text-sm font-medium + transition-colors text-xs font-medium " > diff --git a/src/app/db/db.ts b/src/app/db/db.ts index 52b10c12..e973a875 100644 --- a/src/app/db/db.ts +++ b/src/app/db/db.ts @@ -15,6 +15,7 @@ import { subTasks } from "@/app/db/schema/tasks/subtask"; import * as CrmSchema from "@/app/db/schema/crm/hubspot_deal_table"; import * as UploadedFilesSchema from "@/app/db/schema/uploaded_files"; import * as PortfolioOrgSchema from "@/app/db/schema/portfolio_organisation"; +import * as BulkAddressUploadsSchema from "@/app/db/schema/bulk_address_uploads"; export const pool = new Pool({ host: process.env.DB_HOST, @@ -41,6 +42,7 @@ const schema = { ...CrmSchema, ...UploadedFilesSchema, ...PortfolioOrgSchema, + ...BulkAddressUploadsSchema, }; export const db = drizzle(pool, { diff --git a/src/app/db/migrations/0170_furry_moonstone.sql b/src/app/db/migrations/0170_furry_moonstone.sql new file mode 100644 index 00000000..4c9a968b --- /dev/null +++ b/src/app/db/migrations/0170_furry_moonstone.sql @@ -0,0 +1,11 @@ +CREATE TABLE "bulk_address_uploads" ( + "id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL, + "portfolio_id" text NOT NULL, + "user_id" text NOT NULL, + "s3_bucket" text NOT NULL, + "s3_key" text NOT NULL, + "filename" text NOT NULL, + "status" text DEFAULT 'ready_for_processing' NOT NULL, + "created_at" timestamp with time zone DEFAULT now() NOT NULL, + "updated_at" timestamp with time zone DEFAULT now() NOT NULL +); diff --git a/src/app/db/migrations/0171_chunky_wallow.sql b/src/app/db/migrations/0171_chunky_wallow.sql new file mode 100644 index 00000000..b0904c3e --- /dev/null +++ b/src/app/db/migrations/0171_chunky_wallow.sql @@ -0,0 +1,2 @@ +ALTER TABLE "bulk_address_uploads" ADD COLUMN "source_headers" text[] DEFAULT '{}' NOT NULL;--> statement-breakpoint +ALTER TABLE "bulk_address_uploads" ADD COLUMN "column_mapping" jsonb; \ No newline at end of file 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 00000000..429efb90 --- /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/0173_neat_bastion.sql b/src/app/db/migrations/0173_neat_bastion.sql new file mode 100644 index 00000000..a8e290c4 --- /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/0174_bulk_upload_task_id.sql b/src/app/db/migrations/0174_bulk_upload_task_id.sql new file mode 100644 index 00000000..4d177c5d --- /dev/null +++ b/src/app/db/migrations/0174_bulk_upload_task_id.sql @@ -0,0 +1 @@ +ALTER TABLE "bulk_address_uploads" ADD COLUMN "task_id" uuid; diff --git a/src/app/db/migrations/0175_sweet_otto_octavius.sql b/src/app/db/migrations/0175_sweet_otto_octavius.sql new file mode 100644 index 00000000..ffefa5f6 --- /dev/null +++ b/src/app/db/migrations/0175_sweet_otto_octavius.sql @@ -0,0 +1 @@ +ALTER TABLE "bulk_address_uploads" ADD COLUMN "task_id" uuid; \ No newline at end of file diff --git a/src/app/db/migrations/0176_bulk_upload_combined_output.sql b/src/app/db/migrations/0176_bulk_upload_combined_output.sql new file mode 100644 index 00000000..01daf31e --- /dev/null +++ b/src/app/db/migrations/0176_bulk_upload_combined_output.sql @@ -0,0 +1 @@ +ALTER TABLE "bulk_address_uploads" ADD COLUMN "combined_output_s3_uri" text; diff --git a/src/app/db/migrations/0177_wooden_dexter_bennett.sql b/src/app/db/migrations/0177_wooden_dexter_bennett.sql new file mode 100644 index 00000000..795c77d6 --- /dev/null +++ b/src/app/db/migrations/0177_wooden_dexter_bennett.sql @@ -0,0 +1 @@ +ALTER TABLE "bulk_address_uploads" ADD COLUMN "combined_output_s3_uri" text; \ No newline at end of file diff --git a/src/app/db/migrations/0178_parched_midnight.sql b/src/app/db/migrations/0178_parched_midnight.sql new file mode 100644 index 00000000..c5497f9e --- /dev/null +++ b/src/app/db/migrations/0178_parched_midnight.sql @@ -0,0 +1,25 @@ +CREATE TABLE "property_removal_requests" ( + "id" bigserial PRIMARY KEY NOT NULL, + "hubspot_deal_id" text NOT NULL, + "portfolio_id" bigint NOT NULL, + "reason" text NOT NULL, + "status" text DEFAULT 'pending' NOT NULL, + "requested_by" bigint NOT NULL, + "requested_at" timestamp with time zone DEFAULT now() NOT NULL, + "reviewed_by" bigint, + "reviewed_at" timestamp with time zone +); +--> statement-breakpoint +ALTER TABLE "installed_measure" ALTER COLUMN "measure_type" SET DATA TYPE text;--> statement-breakpoint +DROP TYPE "public"."measure_type";--> statement-breakpoint +CREATE TYPE "public"."measure_type" AS ENUM('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');--> statement-breakpoint +ALTER TABLE "installed_measure" ALTER COLUMN "measure_type" SET DATA TYPE "public"."measure_type" USING "measure_type"::"public"."measure_type";--> statement-breakpoint +ALTER TABLE "uploaded_files" ALTER COLUMN "file_type" SET DATA TYPE text;--> statement-breakpoint +DROP TYPE "public"."file_type";--> statement-breakpoint +CREATE TYPE "public"."file_type" AS ENUM('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', 'loft_hatch_photo', 'dmev_photos', 'door_undercut_photos', 'trickle_vent_photos', 'pre_installation_building_inspection', 'point_of_work_risk_assessment', 'claim_of_compliance', 'mcs_compliance_certificate', 'certificate_of_conformity', 'minor_works_electrical_certificate', 'trustmark_licence_numbers', 'operative_competency', 'ventilation_assessment_checklist', 'anemometer_readings', 'commissioning_records', 'part_f_ventilation_document', 'handover_pack', 'insurance_guarantee', 'workmanship_warranty', 'g98_notification', 'installer_qualifications', 'installer_feedback', 'contractor_other');--> statement-breakpoint +ALTER TABLE "uploaded_files" ALTER COLUMN "file_type" SET DATA TYPE "public"."file_type" USING "file_type"::"public"."file_type";--> statement-breakpoint +ALTER TABLE "property_removal_requests" ADD CONSTRAINT "property_removal_requests_portfolio_id_portfolio_id_fk" FOREIGN KEY ("portfolio_id") REFERENCES "public"."portfolio"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "property_removal_requests" ADD CONSTRAINT "property_removal_requests_requested_by_user_id_fk" FOREIGN KEY ("requested_by") REFERENCES "public"."user"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "property_removal_requests" ADD CONSTRAINT "property_removal_requests_reviewed_by_user_id_fk" FOREIGN KEY ("reviewed_by") REFERENCES "public"."user"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint +CREATE INDEX "idx_removal_requests_deal_id" ON "property_removal_requests" USING btree ("hubspot_deal_id");--> statement-breakpoint +CREATE INDEX "idx_removal_requests_portfolio_id" ON "property_removal_requests" USING btree ("portfolio_id"); \ No newline at end of file diff --git a/src/app/db/migrations/0179_mighty_cardiac.sql b/src/app/db/migrations/0179_mighty_cardiac.sql new file mode 100644 index 00000000..75889c22 --- /dev/null +++ b/src/app/db/migrations/0179_mighty_cardiac.sql @@ -0,0 +1,2 @@ +ALTER TABLE "bulk_address_uploads" ADD COLUMN "task_id" uuid;--> statement-breakpoint +ALTER TABLE "bulk_address_uploads" ADD COLUMN "combined_output_s3_uri" text; \ No newline at end of file diff --git a/src/app/db/migrations/0180_ambitious_jane_foster.sql b/src/app/db/migrations/0180_ambitious_jane_foster.sql new file mode 100644 index 00000000..35224264 --- /dev/null +++ b/src/app/db/migrations/0180_ambitious_jane_foster.sql @@ -0,0 +1 @@ +ALTER TABLE "property_removal_requests" ADD COLUMN "type" text DEFAULT 'removal' NOT NULL; \ No newline at end of file diff --git a/src/app/db/migrations/0180_removal_request_type.sql b/src/app/db/migrations/0180_removal_request_type.sql new file mode 100644 index 00000000..dd9673f1 --- /dev/null +++ b/src/app/db/migrations/0180_removal_request_type.sql @@ -0,0 +1 @@ +ALTER TABLE "property_removal_requests" ADD COLUMN IF NOT EXISTS "type" text NOT NULL DEFAULT 'removal'; diff --git a/src/app/db/migrations/0181_concerned_electro.sql b/src/app/db/migrations/0181_concerned_electro.sql new file mode 100644 index 00000000..a8960a08 --- /dev/null +++ b/src/app/db/migrations/0181_concerned_electro.sql @@ -0,0 +1,5 @@ +ALTER TABLE "hubspot_deal_data" ADD COLUMN "batch" text;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "block_reference" text;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "epc_prn" text;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "potential_post_sap_score_dropdown" text;--> statement-breakpoint +ALTER TABLE "property_removal_requests" ADD COLUMN "original_batch" text; \ No newline at end of file diff --git a/src/app/db/migrations/0181_removal_request_original_batch.sql b/src/app/db/migrations/0181_removal_request_original_batch.sql new file mode 100644 index 00000000..e9d3d853 --- /dev/null +++ b/src/app/db/migrations/0181_removal_request_original_batch.sql @@ -0,0 +1 @@ +ALTER TABLE "property_removal_requests" ADD COLUMN IF NOT EXISTS 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"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 9436ff4e..3db45216 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1191,6 +1191,97 @@ "when": 1776351792028, "tag": "0169_freezing_moonstone", "breakpoints": true + }, + { + "idx": 170, + "version": "7", + "when": 1776357524564, + "tag": "0170_furry_moonstone", + "breakpoints": true + }, + { + "idx": 171, + "version": "7", + "when": 1776361262258, + "tag": "0171_chunky_wallow", + "breakpoints": true + }, + { + "idx": 172, + "version": "7", + "when": 1776374085626, + "tag": "0172_kind_eddie_brock", + "breakpoints": true + 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+ { + "idx": 181, + "version": "7", + "when": 1776697748194, + "tag": "0181_concerned_electro", + "breakpoints": true + }, + { + "idx": 182, + "version": "7", + "when": 1776699608018, + "tag": "0182_messy_calypso", + "breakpoints": true } ] } \ No newline at end of file diff --git a/src/app/db/schema/approvals.ts b/src/app/db/schema/approvals.ts new file mode 100644 index 00000000..4d615d53 --- /dev/null +++ b/src/app/db/schema/approvals.ts @@ -0,0 +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"; + +// 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(), + }, + (table) => [ + unique("uq_deal_measure").on(table.hubspotDealId, table.measureName), + index("idx_deal_measure_approvals_deal_id").on(table.hubspotDealId), + ], +); + +// Append-only audit log — never deleted. +export const dealMeasureApprovalEvents = pgTable( + "deal_measure_approval_events", + { + id: bigserial("id", { mode: "bigint" }).primaryKey(), + hubspotDealId: text("hubspot_deal_id").notNull(), + measureName: text("measure_name").notNull(), + // '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_measure_events_deal_id").on(table.hubspotDealId), + index("idx_deal_measure_events_acted_at").on(table.actedAt), + ], +); + +export type DealMeasureApproval = InferModel< + typeof dealMeasureApprovals, + "select" +>; +export type DealMeasureApprovalEvent = InferModel< + typeof dealMeasureApprovalEvents, + "select" +>; diff --git a/src/app/db/schema/bulk_address_uploads.ts b/src/app/db/schema/bulk_address_uploads.ts new file mode 100644 index 00000000..52f32110 --- /dev/null +++ b/src/app/db/schema/bulk_address_uploads.ts @@ -0,0 +1,21 @@ +import { pgTable, uuid, text, timestamp, jsonb } from "drizzle-orm/pg-core"; +import { sql } from "drizzle-orm"; + +export const bulkAddressUploads = pgTable("bulk_address_uploads", { + id: uuid("id").defaultRandom().primaryKey(), + portfolioId: text("portfolio_id").notNull(), + userId: text("user_id").notNull(), + s3Bucket: text("s3_bucket").notNull(), + s3Key: text("s3_key").notNull(), + filename: text("filename").notNull(), + status: text("status").notNull().default("ready_for_processing"), + sourceHeaders: text("source_headers").array().notNull().default(sql`'{}'`), + columnMapping: jsonb("column_mapping").$type>(), + taskId: uuid("task_id"), + combinedOutputS3Uri: text("combined_output_s3_uri"), + createdAt: timestamp("created_at", { withTimezone: true }).notNull().defaultNow(), + updatedAt: timestamp("updated_at", { withTimezone: true }) + .notNull() + .defaultNow() + .$onUpdate(() => new Date()), +}); diff --git a/src/app/db/schema/crm/hubspot_deal_table.ts b/src/app/db/schema/crm/hubspot_deal_table.ts index 3b7161ec..0948a3c8 100644 --- a/src/app/db/schema/crm/hubspot_deal_table.ts +++ b/src/app/db/schema/crm/hubspot_deal_table.ts @@ -46,6 +46,14 @@ export const hubspotDealData = pgTable("hubspot_deal_data", { coordination_comments: text("coordination_comments"), surveyor: text("surveyor"), damnpMouldAndRepairComments: text("damp_mould_and_repairs_comments"), + batch: text("batch"), + blockReference: text("block_reference"), + epcPrn: text("epc_prn"), + potentialPostSapScoreDropdown: text("potential_post_sap_score_dropdown"), + eiScore: text("ei_score"), + eiScorePotential: text("ei_score__potential_"), + epcSapScore: text("epc_sap_score"), + epcSapScorePotential: text("epc_sap_score__potential_"), confirmedSurveyDate: timestamp("confirmed_survey_date", { precision: 6, withTimezone: true }), confirmedSurveyTime: text("confirmed_survey_time"), surveyedDate: timestamp("surveyed_date", { precision: 6, withTimezone: true }), diff --git a/src/app/db/schema/portfolio.ts b/src/app/db/schema/portfolio.ts index d424634b..8e231bc8 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/removal_requests.ts b/src/app/db/schema/removal_requests.ts new file mode 100644 index 00000000..a535536e --- /dev/null +++ b/src/app/db/schema/removal_requests.ts @@ -0,0 +1,49 @@ +import { + bigserial, + text, + timestamp, + pgTable, + bigint, + index, +} from "drizzle-orm/pg-core"; +import { user } from "./users"; +import { portfolio } from "./portfolio"; +import { InferModel } from "drizzle-orm"; + +// One row per removal request. A property can have multiple requests over time +// (e.g. request → declined → new request). Query by hubspotDealId to get history. +export const propertyRemovalRequests = pgTable( + "property_removal_requests", + { + id: bigserial("id", { mode: "bigint" }).primaryKey(), + hubspotDealId: text("hubspot_deal_id").notNull(), + portfolioId: bigint("portfolio_id", { mode: "bigint" }) + .notNull() + .references(() => portfolio.id), + reason: text("reason").notNull(), + // 'removal' | 're_addition' + type: text("type").notNull().default("removal"), + // 'pending' | 'approved' | 'declined' + status: text("status").notNull().default("pending"), + requestedBy: bigint("requested_by", { mode: "bigint" }) + .notNull() + .references(() => user.id), + requestedAt: timestamp("requested_at", { withTimezone: true }) + .defaultNow() + .notNull(), + reviewedBy: bigint("reviewed_by", { mode: "bigint" }).references( + () => user.id, + ), + reviewedAt: timestamp("reviewed_at", { withTimezone: true }), + originalBatch: text("original_batch"), + }, + (table) => [ + index("idx_removal_requests_deal_id").on(table.hubspotDealId), + index("idx_removal_requests_portfolio_id").on(table.portfolioId), + ], +); + +export type PropertyRemovalRequest = InferModel< + typeof propertyRemovalRequests, + "select" +>; diff --git a/src/app/db/schema/uploaded_files.ts b/src/app/db/schema/uploaded_files.ts index 18d99a07..69253104 100644 --- a/src/app/db/schema/uploaded_files.ts +++ b/src/app/db/schema/uploaded_files.ts @@ -1,4 +1,5 @@ import { bigint, bigserial, pgEnum, pgTable, text, timestamp } from "drizzle-orm/pg-core"; +import { user } from "./users"; export const fileType = pgEnum("file_type", [ "photo_pack", @@ -12,14 +13,48 @@ 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 + // Photos + "pre_photo", + "mid_photo", + "post_photo", + "loft_hatch_photo", + "dmev_photos", + "door_undercut_photos", + "trickle_vent_photos", + // Pre-installation + "pre_installation_building_inspection", + "point_of_work_risk_assessment", + // Compliance & lodgement + "claim_of_compliance", + "mcs_compliance_certificate", + "certificate_of_conformity", + "minor_works_electrical_certificate", + "trustmark_licence_numbers", + "operative_competency", + // Ventilation + "ventilation_assessment_checklist", + "anemometer_readings", + "commissioning_records", + "part_f_ventilation_document", + // Handover & warranties + "handover_pack", + "insurance_guarantee", + "workmanship_warranty", + "g98_notification", + // Qualifications & other + "installer_qualifications", + "installer_feedback", + "contractor_other", ]); export const fileSource = pgEnum("file_source", [ "pas hub", "sharepoint", "hubspot", - "ecmk" + "ecmk", + "contractor", ]); export const uploadedFiles = pgTable( @@ -36,6 +71,8 @@ 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/lib/hubspot/client.ts b/src/app/lib/hubspot/client.ts new file mode 100644 index 00000000..80c2532b --- /dev/null +++ b/src/app/lib/hubspot/client.ts @@ -0,0 +1,14 @@ +import { Client } from "@hubspot/api-client"; + +let _client: Client | null = null; + +export function getHubSpotClient(): Client { + if (!_client) { + const accessToken = process.env.HUBSPOT_API_KEY; + if (!accessToken) { + throw new Error("HUBSPOT_API_KEY environment variable is not set"); + } + _client = new Client({ accessToken }); + } + return _client; +} diff --git a/src/app/lib/hubspot/dealSync.ts b/src/app/lib/hubspot/dealSync.ts new file mode 100644 index 00000000..563c7034 --- /dev/null +++ b/src/app/lib/hubspot/dealSync.ts @@ -0,0 +1,184 @@ +import { getHubSpotClient } from "./client"; + +export async function getDealBatch(hubspotDealId: string): Promise { + try { + const client = getHubSpotClient(); + const deal = await client.crm.deals.basicApi.getById(hubspotDealId, ["batch"]); + return (deal.properties["batch"] as string | null | undefined) ?? null; + } catch (err) { + console.error("[HubSpot] getDealBatch failed", { dealId: hubspotDealId, error: err }); + return null; + } +} + +export async function syncRemovalRequestToHubSpot(params: { + hubspotDealId: string; + type: "removal" | "re_addition"; + status: "pending" | "approved" | "declined"; + reason: string; + requestedByEmail: string; + reviewedByEmail?: string | null; + batchValue?: string | null; +}): Promise { + try { + const client = getHubSpotClient(); + + let statusLabel: string; + if (params.type === "removal") { + statusLabel = + params.status === "pending" + ? "Removal Request In Progress" + : params.status === "approved" + ? "Removed From Project" + : ""; + } else { + statusLabel = + params.status === "pending" + ? "Re-addition Requested" + : params.status === "approved" + ? "" + : "Removed From Project"; + } + + let log = `Requested by: ${params.requestedByEmail}\nReason: ${params.reason}`; + if (params.reviewedByEmail) { + if (params.type === "re_addition" && params.status === "approved") { + log += `\nRe-added to project by: ${params.reviewedByEmail}`; + } else { + const action = params.status === "approved" ? "Approved" : "Declined"; + log += `\n${action} by: ${params.reviewedByEmail}`; + } + } + + const properties: Record = { + project_removal_status: statusLabel, + project_removal_request_log: log, + }; + + // Set batch when approving removal; restore it when approving re-addition (if we have a value) + if (params.type === "removal" && params.status === "approved") { + properties["batch"] = "Removed from Program"; + } else if (params.type === "re_addition" && params.status === "approved" && params.batchValue != null) { + properties["batch"] = params.batchValue; + } + + await client.crm.deals.basicApi.update(params.hubspotDealId, { properties }); + } catch (err) { + console.error("[HubSpot] syncRemovalRequestToHubSpot failed", { + dealId: params.hubspotDealId, + error: err, + }); + } +} + +type MeasureUploadProgress = { + measureName: string; + uploadedCount: number; + requiredCount: number; + isComplete: boolean; +}; + +export async function syncContractorDocUploadToHubSpot(params: { + hubspotDealId: string; + measureProgress?: MeasureUploadProgress[]; +}): Promise { + let log: string; + let uploadStatus: string; + if (params.measureProgress && params.measureProgress.length > 0) { + log = params.measureProgress + .map((m) => { + if (m.isComplete) return `${m.measureName}: Complete (${m.uploadedCount}/${m.requiredCount} docs)`; + if (m.uploadedCount > 0) return `${m.measureName}: In Progress (${m.uploadedCount}/${m.requiredCount} docs)`; + return `${m.measureName}: Not Started (0/${m.requiredCount} docs)`; + }) + .join(" | "); + uploadStatus = params.measureProgress.every((m) => m.isComplete) + ? "Upload Complete for All Measures" + : "Upload in progress"; + } else { + log = "Documents available - uploaded by contractor"; + uploadStatus = "Upload in progress"; + } + + const maxAttempts = 3; + for (let attempt = 1; attempt <= maxAttempts; attempt++) { + try { + const client = getHubSpotClient(); + await client.crm.deals.basicApi.update(params.hubspotDealId, { + properties: { + contractor_document_upload_log: log, + contractor_document_upload_status: uploadStatus, + }, + }); + return; + } catch (err) { + const isReset = + err instanceof Error && + "code" in err && + (err as NodeJS.ErrnoException).code === "ECONNRESET"; + if (isReset && attempt < maxAttempts) { + await new Promise((resolve) => setTimeout(resolve, 200 * attempt)); + continue; + } + console.error("[HubSpot] syncContractorDocUploadToHubSpot failed", { + dealId: params.hubspotDealId, + attempt, + error: err, + }); + return; + } + } +} + +export async function syncMeasureApprovalsToHubSpot(params: { + hubspotDealId: string; + approvedMeasures: Array<{ measureName: string; approvedByEmail: string }>; + actedByEmail: string; + actedAt: Date; +}): Promise { + const dateStr = params.actedAt.toLocaleString("en-GB", { + day: "2-digit", + month: "short", + year: "numeric", + hour: "2-digit", + minute: "2-digit", + timeZone: "UTC", + timeZoneName: "short", + }); + + const log = + params.approvedMeasures.length === 0 + ? `All measures unapproved by ${params.actedByEmail} on ${dateStr}` + : [ + `Approved measures (updated by ${params.actedByEmail} on ${dateStr}):`, + ...params.approvedMeasures.map((m) => `- ${m.measureName} (approved by ${m.approvedByEmail})`), + ].join("\r\n"); + + const maxAttempts = 3; + for (let attempt = 1; attempt <= maxAttempts; attempt++) { + try { + const client = getHubSpotClient(); + await client.crm.deals.basicApi.update(params.hubspotDealId, { + properties: { + client_measures_approval_log: log, + }, + }); + return; + } catch (err) { + const isReset = + err instanceof Error && + "code" in err && + (err as NodeJS.ErrnoException).code === "ECONNRESET"; + if (isReset && attempt < maxAttempts) { + await new Promise((resolve) => setTimeout(resolve, 200 * attempt)); + continue; + } + console.error("[HubSpot] syncMeasureApprovalsToHubSpot failed", { + dealId: params.hubspotDealId, + attempt, + error: err, + }); + return; + } + } +} diff --git a/src/app/lib/measureDocumentRequirements.ts b/src/app/lib/measureDocumentRequirements.ts new file mode 100644 index 00000000..e196faf9 --- /dev/null +++ b/src/app/lib/measureDocumentRequirements.ts @@ -0,0 +1,81 @@ +/** + * Measure Document Requirements + * Maps HubSpot measure names to the required installer document types (fileType enum values). + * Used to compute per-measure upload completion and guide contractors in the upload modal. + */ + +// Required for every measure +const BASE_DOCS = [ + "pre_photo", + "mid_photo", + "post_photo", + "pre_installation_building_inspection", + "claim_of_compliance", + "insurance_guarantee", + "workmanship_warranty", +] as const; + +// MCS-accredited measures require MCS certification in addition to base docs +const MCS_EXTRA = ["mcs_compliance_certificate"] as const; + +export const MEASURE_DOC_REQUIREMENTS: Record = { + ASHP: [...BASE_DOCS, ...MCS_EXTRA, "commissioning_records"], + "Solar PV": [...BASE_DOCS, ...MCS_EXTRA, "g98_notification"], + DMevs: [ + ...BASE_DOCS, + "dmev_photos", + "anemometer_readings", + "commissioning_records", + "part_f_ventilation_document", + "door_undercut_photos", + "trickle_vent_photos", + "ventilation_assessment_checklist", + "minor_works_electrical_certificate", + ], + "Loft insulation": [...BASE_DOCS, "loft_hatch_photo"], + // All remaining measures require BASE_DOCS only: + // CWI, EWI, IWI, "Flat roof", RIR, UFI, HW, Windows, "Ext. doors", + // TRVs, "Heating controls", "New boiler", HHRSH, Battery, LEL, + // "Listed building", "Removal 2nd heating", Others +}; + +/** + * Returns the required document types for a given measure name. + * Falls back to BASE_DOCS for any measure not explicitly listed. + */ +export function getRequiredDocs(measureName: string): string[] { + return MEASURE_DOC_REQUIREMENTS[measureName] ?? [...BASE_DOCS]; +} + +/** + * Human-readable label for a fileType enum value. + * Matches the labels used in ContractorUploadModal FILE_TYPE_OPTIONS. + */ +export const FILE_TYPE_LABELS: Record = { + pre_photo: "Pre-Install Photos", + mid_photo: "Mid-Install Photos", + post_photo: "Post-Install Photos", + loft_hatch_photo: "Loft Hatch & Draft Excluder Photos", + dmev_photos: "DMEV Photos (Wetrooms)", + door_undercut_photos: "Door Undercut Photos", + trickle_vent_photos: "Trickle Vent Photos", + pre_installation_building_inspection: "PIBI / Tech Survey", + point_of_work_risk_assessment: "Point of Work Risk Assessment", + claim_of_compliance: "DOCC 2030 (Claim of Compliance)", + mcs_compliance_certificate: "MCS Compliance Certificate", + certificate_of_conformity: "Certificate of Conformity", + minor_works_electrical_certificate: "Minor Works Electrical Certificate", + trustmark_licence_numbers: "TrustMark Licence Numbers", + operative_competency: "Operative Competency", + ventilation_assessment_checklist: "Ventilation Assessment Checklist", + anemometer_readings: "Anemometer Readings", + commissioning_records: "Commissioning Records", + part_f_ventilation_document: "Approved Document Part F", + handover_pack: "Handover Pack", + workmanship_warranty: "Workmanship Warranty", + insurance_guarantee: "Insurance Backed Guarantee (IBG)", + g98_notification: "G98 / G99 Notification", + installer_qualifications: "Installer Qualifications", + installer_feedback: "Installer Feedback", + contractor_other: "Other", +}; diff --git a/src/app/portfolio/[slug]/(portfolio)/reporting/BreakdownChart.tsx b/src/app/portfolio/[slug]/(portfolio)/reporting/BreakdownChart.tsx index 0fb720ef..9b660ed0 100644 --- a/src/app/portfolio/[slug]/(portfolio)/reporting/BreakdownChart.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/reporting/BreakdownChart.tsx @@ -73,7 +73,7 @@ export function BreakdownChart({ } return rows; - }, [selected, epcBands, ageBands, propertyTypes, scenarioEpcBands, friendlyKeys.actual, friendlyKeys.estimated, friendlyKeys.scenario]); + }, [selected, epcBands, ageBands, propertyTypes, scenarioEpcBands]); const categories = selected === "epc" 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 00000000..533c2e3c --- /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)/settings/UsersPermissionsCard.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx index dc2d5cf7..c0e97ea9 100644 --- a/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx @@ -27,9 +27,7 @@ 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) => ({ + ? users.map((u: any) => ({ portfolioUserId: String(u.portfolioUserId), userId: String(u.userId), name: u.name ?? null, @@ -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 feeb223e..aee553ea 100644 --- a/src/app/portfolio/[slug]/(portfolio)/settings/roles.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/settings/roles.tsx @@ -16,7 +16,7 @@ export type Collaborator = { 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)/settings/user-access/page.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/user-access/page.tsx index 5d749abd..ae98d36d 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/ApprovalConfirmDialog.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ApprovalConfirmDialog.tsx new file mode 100644 index 00000000..ded3a4a8 --- /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 00000000..ccb1db8c --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx @@ -0,0 +1,954 @@ +"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, ChevronDown, ChevronRight, Info } from "lucide-react"; +import { uploadFileToS3 } from "@/app/utils/s3"; +import type { ClassifiedDeal, DocStatusMap } from "./types"; +import { getRequiredDocs } from "@/app/lib/measureDocumentRequirements"; + +// ── 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" | "measure-select" | "upload" | "classify"; + +type Props = { + deal: ClassifiedDeal; + portfolioId: string; + onClose: () => void; + docStatusMap?: DocStatusMap; + approvedMeasures?: string[]; // if non-empty, used instead of proposedMeasures +}; + +// ── Constants ───────────────────────────────────────────────────────────── + +const FILE_TYPE_OPTIONS: { value: string; label: string; group: string; hint?: string }[] = [ + // Photos + { value: "pre_photo", label: "Pre-Install Photos", group: "Photos", hint: "Required for ALL measures. Capture existing condition before any work begins." }, + { value: "mid_photo", label: "Mid-Install Photos", group: "Photos", hint: "Required for ALL measures. Detailed photos showing all angles and areas during installation. Insufficient pictures will result in non-lodgement." }, + { value: "post_photo", label: "Post-Install Photos", group: "Photos", hint: "Required for ALL measures. Confirm completed installation." }, + { value: "loft_hatch_photo", label: "Loft Hatch & Draft Excluder Photos",group: "Photos", hint: "Required for loft insulation. Must show loft hatch insulation, draft excluders, and hook & eye closing. Also include photos of insulation depth with a ruler showing thickness." }, + { value: "dmev_photos", label: "DMEV Photos (Wetrooms)", group: "Photos", hint: "Clear photos of all Decentralised Mechanical Extract Ventilation units installed in wetrooms." }, + { value: "door_undercut_photos",label: "Door Undercut Photos", group: "Photos", hint: "Photos of all door undercuts to demonstrate compliant ventilation paths." }, + { value: "trickle_vent_photos", label: "Trickle Vent Photos", group: "Photos", hint: "Photos of all trickle vents located in windows." }, + // Pre-installation + { value: "pre_installation_building_inspection", label: "PIBI / Tech Survey", group: "Pre-Installation", hint: "Pre-Installation Building Inspection — required per property and per measure." }, + { value: "point_of_work_risk_assessment", label: "Point of Work Risk Assessment", group: "Pre-Installation" }, + // Compliance & lodgement + { value: "claim_of_compliance", label: "DOCC 2030 (Claim of Compliance)", group: "Compliance & Lodgement", hint: "Required per property and per measure for TrustMark lodgement under PAS 2030." }, + { value: "mcs_compliance_certificate", label: "MCS Compliance Certificate", group: "Compliance & Lodgement", hint: "Required for Solar PV and Air Source Heat Pump installations." }, + { value: "certificate_of_conformity", label: "Certificate of Conformity", group: "Compliance & Lodgement" }, + { value: "minor_works_electrical_certificate", label: "Minor Works Electrical Certificate", group: "Compliance & Lodgement" }, + { value: "trustmark_licence_numbers", label: "TrustMark Licence Numbers", group: "Compliance & Lodgement", hint: "All installer and subcontractor TrustMark licence numbers. Ensure all are accredited for the correct measures under PAS 2023." }, + { value: "operative_competency", label: "Operative Competency", group: "Compliance & Lodgement", hint: "PAS 2030 installer accreditation and qualifications of individual workers, suitable for the measure(s) installed. Verify all installers/subcontractors are accredited under PAS 2023." }, + // Ventilation + { value: "ventilation_assessment_checklist", label: "Ventilation Assessment Checklist", group: "Ventilation" }, + { value: "anemometer_readings", label: "Anemometer Readings", group: "Ventilation", hint: "Required for DMEV/ventilation measures to confirm airflow compliance." }, + { value: "commissioning_records", label: "Commissioning Records", group: "Ventilation", hint: "Tests, certifications and commissioning records for all systems installed." }, + { value: "part_f_ventilation_document", label: "Approved Document Part F", group: "Ventilation", hint: "Ventilation compliance document under Approved Document Part F." }, + // Handover & warranties + { value: "handover_pack", label: "Handover Pack", group: "Handover & Warranties" }, + { value: "workmanship_warranty", label: "Workmanship Warranty", group: "Handover & Warranties", hint: "Required per property and per measure for TrustMark lodgement." }, + { value: "insurance_guarantee", label: "Insurance Backed Guarantee (IBG)", group: "Handover & Warranties", hint: "Required per property and per measure for TrustMark lodgement." }, + { value: "g98_notification", label: "G98 / G99 Notification", group: "Handover & Warranties", hint: "Required for Solar PV and other grid-connected installations." }, + // Qualifications & other + { value: "installer_qualifications", label: "Installer Qualifications", group: "Qualifications & Other" }, + { value: "installer_feedback", label: "Installer Feedback", group: "Qualifications & Other" }, + { value: "contractor_other", label: "Other", group: "Qualifications & Other" }, +]; + +const FILE_TYPE_GROUPS = [ + "Photos", + "Pre-Installation", + "Compliance & Lodgement", + "Ventilation", + "Handover & Warranties", + "Qualifications & Other", +]; + +// ── PAS 2030/2035 requirements summary (for guidance panel) ─────────────── + +const PAS_REQUIREMENTS = [ + { + heading: "Required for every property & measure", + items: [ + "PIBI / Tech Survey (pre-installation building inspection)", + "DOCC 2030 — Claim of Compliance (PAS 2030)", + "Insurance Backed Guarantee (IBG)", + "Workmanship Warranty", + "Pre, mid, and post-install photos (all measures)", + ], + }, + { + heading: "Additional for Solar PV & ASHP", + items: [ + "MCS Compliance Certificate", + "G98 / G99 Notification", + ], + }, + { + heading: "Loft insulation", + items: [ + "Loft hatch insulation, draft excluders, and hook & eye closing photos", + "Photos of insulation depth with a ruler showing thickness", + ], + }, + { + heading: "Ventilation measures", + items: [ + "Clear DMEV photos in all wetrooms", + "Anemometer readings", + "Commissioning records", + "Approved Document Part F ventilation document", + "Door undercut photos", + "Trickle vent photos", + ], + }, + { + heading: "Installer / lodgement pack", + items: [ + "TrustMark licence numbers for all installers & subcontractors (verify PAS 2023 accreditation)", + "Operative Competency (PAS 2030 accreditation + individual worker qualifications)", + "Minor Works Electrical Certificate (where applicable)", + ], + }, +]; + +// ── 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 }[], + hubspotDealId?: string, + proposedMeasures?: string[], +): Promise { + const res = await fetch("/api/upload/contractor-install", { + method: "PATCH", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ updates, hubspotDealId, proposedMeasures }), + }); + if (!res.ok) throw new Error("Failed to save classifications"); +} + +// ── PAS guidance panel ──────────────────────────────────────────────────── + +function PasGuidancePanel() { + const [open, setOpen] = useState(false); + return ( +
+ + {open && ( +
+ {PAS_REQUIREMENTS.map((section) => ( +
+

+ {section.heading} +

+
    + {section.items.map((item) => ( +
  • + + {item} +
    • + ))} +
+
+ ))} +

+ Insufficient mid-install photos will result in the Retrofit Coordinator sending back for re-submission and non-lodgement. +

+
+ )} +
+ ); +} + +// ── DocType select ──────────────────────────────────────────────────────── + +// ── DocType button grid — shown when a measure is selected ─────────────── + +function DocTypeButtonGrid({ + value, + onChange, + requiredDocs, + uploadedDocs, +}: { + value: string; + onChange: (v: string) => void; + requiredDocs: string[]; + uploadedDocs: string[]; +}) { + const [showOther, setShowOther] = useState(false); + const uploadedSet = new Set(uploadedDocs); + const requiredSet = new Set(requiredDocs); + const isOtherSelected = value !== "" && !requiredSet.has(value); + + return ( +
+ {/* Required doc type buttons */} +
+ {requiredDocs.map((docType) => { + const option = FILE_TYPE_OPTIONS.find((o) => o.value === docType); + const label = option?.label ?? docType; + const alreadyUploaded = uploadedSet.has(docType); + const isSelected = value === docType; + + return ( + + ); + })} + + {/* Other button */} + +
+ + {/* Other: dropdown for non-required types */} + {(showOther || isOtherSelected) && ( + + )} + + {/* Show hint for selected type */} + {value && (() => { + const hint = FILE_TYPE_OPTIONS.find((o) => o.value === value)?.hint; + return hint ?

{hint}

: null; + })()} +
+ ); +} + +// ── DocType select — fallback when no measure selected ──────────────────── + +function DocTypeSelect({ + value, + onChange, +}: { + value: string; + onChange: (v: string) => void; +}) { + const selected = FILE_TYPE_OPTIONS.find((o) => o.value === value); + + return ( +
+ + {selected?.hint && ( +

{selected.hint}

+ )} +
+ ); +} + +// ── 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, docStatusMap, approvedMeasures }: Props) { + // Use approved measures when available; fall back to all proposed measures + const measures = (approvedMeasures && approvedMeasures.length > 0) + ? approvedMeasures + : 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); + // The measure selected in the measure-select phase (empty = "not measure-specific") + const [selectedMeasure, setSelectedMeasure] = useState(""); + + // ── Fetch existing unclassified files on mount ─────────────────────── + + useEffect(() => { + async function fetchExisting() { + const uprnParam = deal.uprn; + const propIdParam = deal.landlordPropertyId; + if (!uprnParam && !propIdParam) { + setPhase(measures.length > 0 ? "measure-select" : "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 if (measures.length > 0) { + setPhase("measure-select"); + } else { + setPhase("upload"); + } + } catch { + // If fetch fails, just proceed to measure-select (or upload if no measures) + setPhase(measures.length > 0 ? "measure-select" : "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: selectedMeasure, + })); + 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 && f.measureName !== "__none__") ? f.measureName : undefined, + })), + deal.dealId, + measures.length > 0 ? measures : 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 === "measure-select" ? "Select Measure" : + phase === "upload" ? "Upload Documents" : + "Classify Documents"} + + + {phase === "loading" && "Checking for pending files…"} + {phase === "measure-select" && ( + <> + Which measure are you uploading documents for?{" "} + {propertyLabel} + + )} + {phase === "upload" && ( + <> + {selectedMeasure + ? <>Uploading documents for {selectedMeasure} — {propertyLabel}. + : <>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" && ( +
+ +
+ )} + + {/* ── Measure Select ── */} + {phase === "measure-select" && (() => { + const docStatus = docStatusMap?.[deal.dealId]; + const measureProgressMap = new Map( + (docStatus?.measureProgress ?? []).map((m) => [m.measureName, m]), + ); + return ( +
+

+ Select the measure you are uploading documents for. This helps track completion against required documents. +

+
+ {measures.map((measure) => { + const progress = measureProgressMap.get(measure); + const isComplete = progress?.isComplete ?? false; + const uploaded = progress?.uploadedCount ?? 0; + const required = progress?.requiredCount ?? getRequiredDocs(measure).length; + return ( + + ); + })} +
+ +
+ ); + })()} + + {/* ── Phase 1: Upload ── */} + {phase === "upload" && ( + <> + {/* PAS guidance */} + + + {/* 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" && (() => { + const docStatus = docStatusMap?.[deal.dealId]; + const measureProgressMap = new Map( + (docStatus?.measureProgress ?? []).map((m) => [m.measureName, m]), + ); + return ( +
+ {/* PAS guidance */} + + + {/* Measure context banner */} + {selectedMeasure && ( +
+
+ {selectedMeasure} + {(() => { + const mp = measureProgressMap.get(selectedMeasure); + if (!mp) return null; + return ( + + {mp.uploadedCount}/{mp.requiredCount} docs uploaded + + ); + })()} +
+ +
+ )} + + {/* File list with classification */} +
+ {classifiableEntries.map((entry) => { + const entryMeasure = entry.measureName && entry.measureName !== "__none__" ? entry.measureName : null; + const requiredDocs = entryMeasure ? getRequiredDocs(entryMeasure) : null; + const uploadedDocs = entryMeasure ? (measureProgressMap.get(entryMeasure)?.uploaded ?? []) : []; + + return ( +
+ {/* File info row */} +
+ +
+

{entry.displayName}

+

+ {entry.existingS3Key ? "Previously uploaded · " : ""} + {entry.displaySize ?? ""} + {entryMeasure && !selectedMeasure && ( + {entryMeasure} + )} +

+
+ {/* Measure selector — only shown if no pre-selected measure */} + {!selectedMeasure && measures.length > 0 && ( + + )} +
+ + {/* Doc type selector */} +
+

+ Document type * +

+ {requiredDocs ? ( + updateEntryField(entry.id, "docType", v)} + requiredDocs={requiredDocs} + uploadedDocs={uploadedDocs} + /> + ) : ( + updateEntryField(entry.id, "docType", v)} + /> + )} +
+
+ ); + })} +
+ + {/* 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 === "measure-select" && ( + + )} + + {phase === "upload" && ( + <> + + + + )} + + {phase === "classify" && ( + <> + + + + )} + + + + ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DampMouldRiskPanel.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DampMouldRiskPanel.tsx index 4b257092..ffebcd4c 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DampMouldRiskPanel.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DampMouldRiskPanel.tsx @@ -121,6 +121,7 @@ export default function DampMouldRiskPanel({ "dealname", "landlordPropertyId", "dampMouldFlag", + "dampMouldAndRepairComments", "coordinator", ]; @@ -128,6 +129,7 @@ export default function DampMouldRiskPanel({ dealname: "Address", landlordPropertyId: "Property Ref", dampMouldFlag: "Coordinator Flag", + dampMouldAndRepairComments: "Comments", coordinator: "Coordinator", }; 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 b89ba9b1..8efbcb81 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx @@ -28,14 +28,19 @@ 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, ApprovalsByDeal } from "./types"; -type SurveyStatusFilter = "all" | "none" | "partial" | "complete"; +type RetroAssessmentFilter = "all" | "none" | "partial" | "complete"; +type InstallStatusFilter = "all" | "none" | "hasDocs" | "partial" | "complete"; interface DocumentTableProps { data: ClassifiedDeal[]; - onOpenDrawer: (uprn: string | null, landlordPropertyId: string | null, dealname: string | null) => void; + onOpenDrawer: (dealId: string, uprn: string | null, landlordPropertyId: string | null, dealname: string | null) => void; docStatusMap: DocStatusMap; + portfolioId: string; + userCapability: PortfolioCapabilityType; + approvalsByDeal?: ApprovalsByDeal; } function escapeCell(value: unknown): string { @@ -49,29 +54,46 @@ function escapeCell(value: unknown): string { : str; } -export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: DocumentTableProps) { +export default function DocumentTable({ data, onOpenDrawer, docStatusMap, portfolioId, userCapability, approvalsByDeal }: DocumentTableProps) { const [globalFilter, setGlobalFilter] = useState(""); - const [surveyStatusFilter, setSurveyStatusFilter] = useState("all"); + const [retroAssessmentFilter, setRetroAssessmentFilter] = useState("all"); + const [installStatusFilter, setInstallStatusFilter] = useState("all"); const [sorting, setSorting] = useState([]); const [pagination, setPagination] = useState({ pageIndex: 0, pageSize: 25, }); + const [uploadDeal, setUploadDeal] = useState(null); const filteredData = useMemo(() => { - if (surveyStatusFilter === "all") return data; return data.filter((d) => { - const status = d.uprn ? docStatusMap[d.uprn] : undefined; - if (surveyStatusFilter === "none") return !status || !status.hasDocs; - if (surveyStatusFilter === "partial") return !!status?.hasDocs && !status.isComplete; - if (surveyStatusFilter === "complete") return !!status?.isComplete; + const status = docStatusMap[d.dealId]; + + if (retroAssessmentFilter !== "all") { + if (retroAssessmentFilter === "none" && !(!status || !status.hasSurveyDocs)) return false; + if (retroAssessmentFilter === "partial" && !(status?.hasSurveyDocs && !status.isSurveyComplete)) return false; + if (retroAssessmentFilter === "complete" && !status?.isSurveyComplete) return false; + } + + if (installStatusFilter !== "all") { + const s = status?.installStatus ?? "none"; + if (installStatusFilter === "none" && s !== "none") return false; + if (installStatusFilter === "hasDocs" && s !== "hasDocs") return false; + if (installStatusFilter === "partial" && s !== "partial") return false; + if (installStatusFilter === "complete" && s !== "all") return false; + } + return true; }); - }, [data, surveyStatusFilter, docStatusMap]); + }, [data, retroAssessmentFilter, installStatusFilter, docStatusMap]); const columns = useMemo( - () => createDocumentTableColumns(onOpenDrawer, docStatusMap), - [onOpenDrawer, docStatusMap], + () => createDocumentTableColumns( + onOpenDrawer, + docStatusMap, + userCapability.includes("contractor") ? setUploadDeal : undefined, + ), + [onOpenDrawer, docStatusMap, userCapability], ); const table = useReactTable({ @@ -90,19 +112,27 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: Docu const downloadCsv = () => { const rows = table.getFilteredRowModel().rows; - const header = "Address,Landlord ID,Survey Status"; + const header = "Address,Landlord ID,Retrofit Assessment Status,Install Docs Status"; const body = rows .map((row) => { - const status = row.original.uprn ? docStatusMap[row.original.uprn] : undefined; - const surveyStatus = status?.isComplete + const status = docStatusMap[row.original.dealId]; + const retroStatus = status?.isSurveyComplete ? "Complete" - : status?.hasDocs + : status?.hasSurveyDocs ? "Partial" : "No Docs"; + const installStatusMap: Record = { + all: "All Measures", + partial: "Some Measures", + hasDocs: "Has Docs", + none: "No Docs", + }; + const installStatus = installStatusMap[status?.installStatus ?? "none"]; return [ escapeCell(row.original.dealname), escapeCell(row.original.landlordPropertyId), - surveyStatus, + retroStatus, + installStatus, ].join(","); }) .join("\n"); @@ -119,11 +149,19 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: Docu const currentPage = table.getState().pagination.pageIndex + 1; const totalFiltered = table.getFilteredRowModel().rows.length; - const surveyStatusLabel: Record = { - all: "All statuses", - none: "No Survey Docs", - partial: "Partial Survey Docs", - complete: "Complete Survey Docs", + const retroAssessmentLabel: Record = { + all: "All retrofit statuses", + none: "No Retrofit Docs", + partial: "Partial Retrofit Docs", + complete: "Complete Retrofit Docs", + }; + + const installStatusLabel: Record = { + all: "All install statuses", + none: "No Install Docs", + hasDocs: "Has Install Docs", + partial: "Some Measures", + complete: "All Measures", }; return ( @@ -144,22 +182,42 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: Docu /> - {/* Survey status filter */} + {/* Retrofit assessment filter */} + + {/* Install docs filter */} + @@ -184,7 +242,7 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: Docu {" "} of{" "} {totalFiltered}{" "} - {surveyStatusFilter !== "all" ? `(${surveyStatusLabel[surveyStatusFilter].toLowerCase()}) ` : ""} + {(retroAssessmentFilter !== "all" || installStatusFilter !== "all") ? "(filtered) " : ""} propert{totalFiltered === 1 ? "y" : "ies"}

@@ -239,6 +297,17 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: Docu + {/* Contractor upload modal */} + {uploadDeal && ( + setUploadDeal(null)} + docStatusMap={docStatusMap} + approvedMeasures={approvalsByDeal?.[uploadDeal.dealId] ?? []} + /> + )} + {/* 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 f88514da..f1371e79 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, Package } from "lucide-react"; import type { ClassifiedDeal, DocStatusMap, DocStatus } from "./types"; function SortableHeader({ @@ -22,8 +22,8 @@ function SortableHeader({ ); } -function SurveyStatusBadge({ status }: { status: DocStatus | undefined }) { - if (status?.isComplete) { +function RetroAssessmentBadge({ status }: { status: DocStatus | undefined }) { + if (status?.isSurveyComplete) { return ( @@ -31,7 +31,7 @@ function SurveyStatusBadge({ status }: { status: DocStatus | undefined }) { ); } - if (status?.hasDocs) { + if (status?.hasSurveyDocs) { return ( @@ -47,9 +47,63 @@ function SurveyStatusBadge({ status }: { status: DocStatus | undefined }) { ); } +function InstallDocsBadge({ status }: { status: DocStatus | undefined }) { + const installStatus = status?.installStatus ?? "none"; + const measureProgress = status?.measureProgress ?? []; + + // Build a tooltip showing per-measure doc counts (e.g. "ASHP: 5/9, CWI: 7/7") + const tooltip = + measureProgress.length > 0 + ? measureProgress + .map((m) => `${m.measureName}: ${m.uploadedCount}/${m.requiredCount}`) + .join(" | ") + : undefined; + + if (installStatus === "all") { + return ( + + + All Measures + + ); + } + if (installStatus === "partial") { + const completedCount = measureProgress.filter((m) => m.isComplete).length; + const totalCount = measureProgress.length; + const label = totalCount > 0 ? `${completedCount} / ${totalCount} measures` : "Some Measures"; + return ( + + + {label} + + ); + } + if (installStatus === "hasDocs") { + return ( + + + Has Docs + + ); + } + return ( + + + No Docs + + ); +} + export function createDocumentTableColumns( - onOpenDrawer: (uprn: string | null, landlordPropertyId: string | null, dealname: string | null) => void, + onOpenDrawer: (dealId: string, uprn: string | null, landlordPropertyId: string | null, dealname: string | null) => void, docStatusMap: DocStatusMap = {}, + onUpload?: (deal: ClassifiedDeal) => void, ): ColumnDef[] { return [ // ── Address ────────────────────────────────────────────────────────── @@ -80,19 +134,38 @@ export function createDocumentTableColumns( enableHiding: false, }, - // ── Survey Status ───────────────────────────────────────────────────── + // ── Retrofit Assessment Docs Status ─────────────────────────────────── { - id: "surveyStatus", + id: "retroAssessmentStatus", accessorFn: (row) => { - const status = row.uprn ? docStatusMap[row.uprn] : undefined; - if (status?.isComplete) return 2; - if (status?.hasDocs) return 1; + const status = docStatusMap[row.dealId]; + if (status?.isSurveyComplete) return 2; + if (status?.hasSurveyDocs) return 1; return 0; }, - header: ({ column }) => , + header: ({ column }) => , cell: ({ row }) => { - const status = row.original.uprn ? docStatusMap[row.original.uprn] : undefined; - return ; + const status = docStatusMap[row.original.dealId]; + return ; + }, + enableHiding: false, + }, + + // ── Install Docs Status ─────────────────────────────────────────────── + { + id: "installDocs", + accessorFn: (row) => { + const status = docStatusMap[row.dealId]; + const s = status?.installStatus ?? "none"; + if (s === "all") return 3; + if (s === "partial") return 2; + if (s === "hasDocs") return 1; + return 0; + }, + header: ({ column }) => , + cell: ({ row }) => { + const status = docStatusMap[row.original.dealId]; + return ; }, enableHiding: false, }, @@ -104,17 +177,16 @@ export function createDocumentTableColumns( Docs ), cell: ({ row }) => { - const uprn = row.original.uprn ?? ""; - const status = uprn ? docStatusMap[uprn] : undefined; + const status = docStatusMap[row.original.dealId]; let icon: React.ReactNode; let className: string; - if (status?.isComplete) { + if (status?.isSurveyComplete) { icon = ; className = "inline-flex items-center gap-1.5 px-2.5 py-1.5 rounded-lg text-xs font-medium border border-emerald-200 text-emerald-700 bg-emerald-50 hover:bg-emerald-100 hover:border-emerald-300 transition-all duration-150 whitespace-nowrap"; - } else if (status?.hasDocs) { + } else if (status?.hasSurveyDocs) { icon = ; className = "inline-flex items-center gap-1.5 px-2.5 py-1.5 rounded-lg text-xs font-medium border border-amber-200 text-amber-700 bg-amber-50 hover:bg-amber-100 hover:border-amber-300 transition-all duration-150 whitespace-nowrap"; @@ -128,6 +200,7 @@ export function createDocumentTableColumns( + ), + enableSorting: false, + enableHiding: false, + } as ColumnDef] : []), ]; } 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 502bd71d..f162c1b3 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 +9,17 @@ 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, + AlertTriangle, +} 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"; @@ -23,6 +30,7 @@ import type { ClassifiedDeal, DocumentDrawerState, DocStatusMap, + RemovalStatusByDeal, } from "./types"; export default function LiveTracker({ @@ -30,11 +38,17 @@ export default function LiveTracker({ totalDeals, majorConditionDeals, docStatusMap, + userCapability, + approvalsByDeal, + removalStatusByDeal, + portfolioId, + userRole, + userEmail, }: LiveTrackerProps) { // ── Tab state ──────────────────────────────────────────────────────── - const [activeTab, setActiveTab] = useState<"analytics" | "properties" | "documents">( - "analytics", - ); + const [activeTab, setActiveTab] = useState< + "analytics" | "properties" | "documents" | "measures" + >("analytics"); // ── Project selector (shared across both tabs) ─────────────────────── const projectCodes = projects.map((p) => p.projectCode); @@ -43,12 +57,19 @@ export default function LiveTracker({ (p) => p.projectCode === currentProjectCode, ); + // ── Pending removal count for current project ──────────────────────── + const pendingRemovalCount = (currentProject?.allDeals ?? []).filter((d) => { + const state = d.dealId ? removalStatusByDeal[d.dealId] : undefined; + return state === "pending_removal" || state === "pending_re_addition"; + }).length; + // ── Drill-down table modal (used by AnalyticsView) ─────────────────── const [openTable, setOpenTable] = useState(null); // ── Document drawer (used by PropertyTable) ────────────────────────── const [drawerState, setDrawerState] = useState({ open: false, + dealId: null, uprn: null, landlordPropertyId: null, dealname: null, @@ -67,7 +88,10 @@ export default function LiveTracker({ setOpenTable({ stage, data: filteredDeals, - columns: (columns || ["dealname", "landlordPropertyId"]) as (keyof ClassifiedDeal)[], + columns: (columns || [ + "dealname", + "landlordPropertyId", + ]) as (keyof ClassifiedDeal)[], columnLabels: (columnLabels || { dealname: "Address Ref.", landlordPropertyId: "Property Ref.", @@ -76,8 +100,13 @@ export default function LiveTracker({ }); }; - const handleOpenDrawer = (uprn: string | null, landlordPropertyId: string | null, dealname: string | null) => { - setDrawerState({ open: true, uprn, landlordPropertyId, dealname }); + const handleOpenDrawer = ( + dealId: string, + uprn: string | null, + landlordPropertyId: string | null, + dealname: string | null, + ) => { + setDrawerState({ open: true, dealId, uprn, landlordPropertyId, dealname }); }; if (!totalDeals) { @@ -94,7 +123,11 @@ export default function LiveTracker({
setActiveTab(v as "analytics" | "properties" | "documents")} + onValueChange={(v) => + setActiveTab( + v as "analytics" | "properties" | "documents" | "measures", + ) + } > {/* Tab bar */} @@ -111,13 +144,30 @@ export default function LiveTracker({ > Properties + 0 + ? "opacity-100" + : "opacity-0 pointer-events-none" + }`} + aria-hidden={pendingRemovalCount === 0} + > + {pendingRemovalCount || ""} + - Document Management + Documents + + + + Measures @@ -167,11 +217,22 @@ export default function LiveTracker({
)} +
+ + + {pendingRemovalCount}{" "} + {pendingRemovalCount === 1 ? "property has" : "properties have"}{" "} + an outstanding removal request + +
@@ -188,7 +249,11 @@ export default function LiveTracker({ > {projectCodes.map((code) => code === "__ALL__" ? ( - ) : ( @@ -204,6 +269,47 @@ export default function LiveTracker({ data={currentProject?.allDeals ?? []} onOpenDrawer={handleOpenDrawer} docStatusMap={docStatusMap} + portfolioId={portfolioId} + userCapability={userCapability} + approvalsByDeal={approvalsByDeal} + /> + + + + {/* Measures tab */} + +
+ {projects.length > 1 && ( +
+ Project: + +
+ )} +
@@ -300,11 +406,21 @@ export default function LiveTracker({ {/* ── Document drawer ────────────────────────────────────────────── */} - setDrawerState({ open: false, uprn: null, landlordPropertyId: null, dealname: null }) + setDrawerState({ + open: false, + dealId: null, + uprn: null, + landlordPropertyId: null, + dealname: null, + }) } /> @@ -312,6 +428,10 @@ export default function LiveTracker({ setDetailDeal(null)} + portfolioId={portfolioId} + userRole={userRole} + userCapability={userCapability} + userEmail={userEmail} /> ); 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 00000000..f7e3414a --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx @@ -0,0 +1,469 @@ +"use client"; + +import React, { useMemo, useState } from "react"; +import { useMutation, useQuery } 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, Save, ChevronDown, ChevronRight } from "lucide-react"; +import { STAGE_COLORS } from "./types"; +import type { ClassifiedDeal, PortfolioCapabilityType, ApprovalsByDeal } from "./types"; +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[]; + 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 + + ); +} + +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, + 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({ changes }), + }); + if (!res.ok) throw new Error("Failed to save approvals"); +} + +export default function MeasuresTable({ + data, + userCapability, + approvalsByDeal, + portfolioId, +}: Props) { + const [search, setSearch] = useState(""); + // pendingChanges: dealId -> desired Set (the full intended approved set) + const [pendingChanges, setPendingChanges] = useState< + Record> + >({}); + 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( + () => 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; + + // 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: () => { + // 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: () => { + setSavedApprovals((prev) => { + const next = { ...prev }; + for (const [dealId, pending] of Object.entries(pendingChanges)) { + next[dealId] = Array.from(pending); + } + return next; + }); + setPendingChanges({}); + setShowConfirm(false); + }, + }); + + function toggleMeasure(dealId: string, measure: string) { + setPendingChanges((prev) => { + const base = + prev[dealId] !== undefined + ? new Set(prev[dealId]) + : new Set(savedApprovals[dealId] ?? []); + + if (base.has(measure)) { + base.delete(measure); + } else { + base.add(measure); + } + + // If pending equals saved, remove from tracking + const saved = new Set(savedApprovals[dealId] ?? []); + const equal = base.size === saved.size && [...base].every((m) => saved.has(m)); + + const next = { ...prev }; + if (equal) { + delete next[dealId]; + } else { + 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 ( +
+

+ 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.includes("approver") && hasPendingChanges && ( + + )} +
+
+ + {/* Table */} +
+ + + + + + Address + + + Stage + + + Proposed Measures + + + Status + + + + + {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; + const isExpanded = expandedRows.has(deal.dealId); + + return ( + + + {/* Expand toggle */} + + + + + {/* Address */} + +
+ {deal.dealname ?? "—"} +
+ {deal.landlordPropertyId && ( +
+ {deal.landlordPropertyId} +
+ )} + + + {/* Stage */} + + + + {deal.displayStage} + + + + {/* Proposed measures */} + +
+ {proposed.map((measure) => { + const isApproved = approvedSet.has(measure); + if (userCapability.includes("approver")) { + return ( + + ); + } + return ( + + {measure} + + ); + })} +
+ + + {/* Status */} + + + + + + + {/* Expandable activity log row */} + {isExpanded && ( + + +
+

+ Activity log +

+ +
+ + + )} + + ); + })} + +
+
+ + {/* 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 cbe9c9d4..f34cf3e7 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx @@ -1,17 +1,347 @@ "use client"; -import { motion, AnimatePresence } from "framer-motion"; -import { X, CheckCircle2, Circle, AlertTriangle } from "lucide-react"; +import { useState } from "react"; +import { useQuery, useQueryClient } from "@tanstack/react-query"; +import { X, CheckCircle2, Circle, AlertTriangle, ChevronRight, ChevronDown, Trash2, RotateCcw } from "lucide-react"; import { Drawer, DrawerClose, DrawerContent, DrawerHeader, DrawerTitle, - DrawerDescription, } from "@/app/shadcn_components/ui/drawer"; +import { + Dialog, + DialogContent, + DialogHeader, + DialogTitle, + DialogFooter, +} from "@/app/shadcn_components/ui/dialog"; +import { + Tooltip, + TooltipContent, + TooltipProvider, + TooltipTrigger, +} from "@/app/shadcn_components/ui/tooltip"; import { STAGE_COLORS } from "./types"; -import type { ClassifiedDeal } from "./types"; +import type { ClassifiedDeal, PortfolioCapabilityType, RemovalRequest } from "./types"; + +// ----------------------------------------------------------------------- +// Removal request section +// ----------------------------------------------------------------------- +const WRITE_ROLES = ["creator", "admin", "write"]; + +function RemovalRequestSection({ + dealId, + portfolioId, + userRole, + userCapability, +}: { + dealId: string; + portfolioId: string; + userRole: string; + userCapability: PortfolioCapabilityType; +}) { + const queryClient = useQueryClient(); + const [dialogType, setDialogType] = useState<"removal" | "re_addition" | null>(null); + const [reason, setReason] = useState(""); + const [submitting, setSubmitting] = useState(false); + const [reviewing, setReviewing] = useState(false); + const [error, setError] = useState(null); + + const canRequest = WRITE_ROLES.includes(userRole); + const isApprover = userCapability.includes("approver"); + + const { data, isLoading } = useQuery<{ requests: RemovalRequest[] }>({ + queryKey: ["removalRequests", portfolioId, dealId], + queryFn: async () => { + const res = await fetch( + `/api/portfolio/${portfolioId}/removal-requests?dealId=${dealId}`, + ); + if (!res.ok) throw new Error("Failed to fetch removal requests"); + return res.json(); + }, + staleTime: 30_000, + }); + + const latest = data?.requests?.[0] ?? null; + + // Derive effective state from the most recent request + type EffectiveState = "active" | "pending_removal" | "removed" | "pending_re_addition"; + const effectiveState: EffectiveState = (() => { + if (!latest) return "active"; + if (latest.status === "pending") { + return latest.type === "re_addition" ? "pending_re_addition" : "pending_removal"; + } + if (latest.type === "removal" && latest.status === "approved") return "removed"; + if (latest.type === "re_addition" && latest.status === "declined") return "removed"; + return "active"; + })(); + + const pendingRequest = latest?.status === "pending" ? latest : null; + const latestResolvedRequest = latest?.status !== "pending" ? latest : null; + + function closeDialog() { + setDialogType(null); + setReason(""); + setError(null); + } + + async function handleSubmit() { + if (!reason.trim() || !dialogType) return; + setSubmitting(true); + setError(null); + try { + const res = await fetch(`/api/portfolio/${portfolioId}/removal-requests`, { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ hubspotDealId: dealId, reason: reason.trim(), type: dialogType }), + }); + if (!res.ok) { + const json = await res.json().catch(() => ({})); + setError(json.error ?? "Failed to submit request"); + return; + } + closeDialog(); + queryClient.invalidateQueries({ queryKey: ["removalRequests", portfolioId, dealId] }); + } finally { + setSubmitting(false); + } + } + + async function handleReview(requestId: string, action: "approved" | "declined") { + setReviewing(true); + setError(null); + try { + const res = await fetch(`/api/portfolio/${portfolioId}/removal-requests`, { + method: "PATCH", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ requestId: Number(requestId), action }), + }); + if (!res.ok) { + const json = await res.json().catch(() => ({})); + setError(json.error ?? "Failed to review request"); + return; + } + queryClient.invalidateQueries({ queryKey: ["removalRequests", portfolioId, dealId] }); + } finally { + setReviewing(false); + } + } + + function resolvedLabel(req: RemovalRequest): string { + if (req.type === "re_addition") { + return req.status === "approved" ? "Re-addition Approved" : "Re-addition Declined"; + } + return req.status === "approved" ? "Removal Approved" : "Removal Declined"; + } + + if (isLoading) { + return

Loading…

; + } + + return ( +
+ {error && ( +

{error}

+ )} + + {/* Pending request — visible to everyone */} + {pendingRequest && ( +
+
+ + {pendingRequest.type === "re_addition" ? "Pending Re-addition Request" : "Pending Removal Request"} + +
+

{pendingRequest.reason}

+

+ Requested by {pendingRequest.requestedByEmail} + {" · "} + {formatDateTime(pendingRequest.requestedAt)} +

+ {isApprover && ( +
+ + +
+ )} +
+ )} + + {/* Most recent resolved request */} + {latestResolvedRequest && ( +
+
+ + {resolvedLabel(latestResolvedRequest)} + +
+

{latestResolvedRequest.reason}

+

+ Requested by {latestResolvedRequest.requestedByEmail} + {" · "} + {formatDateTime(latestResolvedRequest.requestedAt)} +

+ {latestResolvedRequest.reviewedByEmail && ( +

+ {latestResolvedRequest.status === "approved" ? "Approved" : "Declined"} by{" "} + {latestResolvedRequest.reviewedByEmail} + {latestResolvedRequest.reviewedAt && ` · ${formatDateTime(latestResolvedRequest.reviewedAt)}`} +

+ )} +
+ )} + + {/* Action buttons — shown when no pending request */} + {!pendingRequest && ( + <> + {effectiveState === "active" && ( + + + + + + + + {!canRequest && ( + + Not available with read-only permissions + + )} + + + )} + + {effectiveState === "removed" && ( + + + + + + + + {!canRequest && ( + + Not available with read-only permissions + + )} + + + )} + + )} + + {/* Shared dialog for removal and re-addition requests */} + { if (!v) closeDialog(); }}> + + + + {dialogType === "re_addition" ? "Request Re-addition to Project" : "Request Removal from Project"} + + +
+

+ {dialogType === "re_addition" + ? "Please provide a reason why this property should be re-added to the project. This will be recorded for audit purposes." + : "Please provide a reason why this property should be removed from the project. This will be recorded for audit purposes."} +

+