From e0f1b4f871917361a6089da2af7392fcc1ae309c Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Wed, 15 Apr 2026 14:43:30 +0000 Subject: [PATCH 01/43] dockerfile --- .devcontainer/Dockerfile | 12 ++++++++ .devcontainer/docker-compose.yml | 6 ++-- src/app/components/portfolio/AddNew.tsx | 39 ++++++++++++++++++++++++- 3 files changed, 53 insertions(+), 4 deletions(-) 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/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/src/app/components/portfolio/AddNew.tsx b/src/app/components/portfolio/AddNew.tsx index 5a3bafd2..88595073 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); @@ -33,6 +36,12 @@ export default function AddNew({ } return ( + <> + setIsBulkUploadOpen(false)} + portfolioId={portfolioId} + /> - 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({ + ); } From 224a8ad6964cbd60292f5744051b7b475ecf3d15 Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Thu, 16 Apr 2026 16:59:30 +0000 Subject: [PATCH 02/43] uplaod --- src/app/db/db.ts | 2 + .../db/migrations/0170_furry_moonstone.sql | 11 + src/app/db/migrations/meta/0170_snapshot.json | 6410 +++++++++++++++++ src/app/db/migrations/meta/_journal.json | 7 + 4 files changed, 6430 insertions(+) create mode 100644 src/app/db/migrations/0170_furry_moonstone.sql create mode 100644 src/app/db/migrations/meta/0170_snapshot.json 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/meta/0170_snapshot.json b/src/app/db/migrations/meta/0170_snapshot.json new file mode 100644 index 00000000..7f5cbb24 --- /dev/null +++ b/src/app/db/migrations/meta/0170_snapshot.json @@ -0,0 +1,6410 @@ +{ + "id": "f5fcb7de-81c2-42a0-8775-abccb47a8216", + "prevId": "74d30cc2-134d-4780-a8df-c1b42667c420", + "version": "7", + "dialect": "postgresql", + "tables": { + "public.postcode_search": { + "name": "postcode_search", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "serial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "result_data": { + "name": "result_data", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "last_updated_at": { + "name": "last_updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": { + "postcode_search_postcode_unique": { + "name": "postcode_search_postcode_unique", + "nullsNotDistinct": false, + "columns": [ + "postcode" + ] + } + }, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.bulk_address_uploads": { + "name": "bulk_address_uploads", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "portfolio_id": { + "name": "portfolio_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "user_id": { + "name": "user_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "s3_bucket": { + "name": "s3_bucket", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "s3_key": { + "name": "s3_key", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "filename": { + "name": "filename", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "status": { + "name": "status", + "type": "text", + "primaryKey": false, + "notNull": true, + "default": "'ready_for_processing'" + }, + "created_at": { + "name": "created_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.aspect_condition": { + "name": "aspect_condition", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "element_id": { + "name": "element_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "aspect_type": { + "name": "aspect_type", + "type": "aspect_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "aspect_instance": { + "name": "aspect_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + }, + "value": { + "name": "value", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "quantity": { + "name": "quantity", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "install_date": { + "name": "install_date", + "type": "date", + "primaryKey": false, + "notNull": false + }, + "renewal_year": { + "name": "renewal_year", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "comments": { + "name": "comments", + "type": "text", + "primaryKey": false, + "notNull": false + } + }, + "indexes": {}, + "foreignKeys": { + "aspect_condition_element_id_element_id_fk": { + "name": "aspect_condition_element_id_element_id_fk", + "tableFrom": "aspect_condition", + "tableTo": "element", + "columnsFrom": [ + "element_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.element": { + "name": "element", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "survey_id": { + "name": "survey_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "element_type": { + "name": "element_type", + "type": "element_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "element_instance": { + "name": "element_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": { + "element_survey_id_property_condition_survey_id_fk": { + "name": "element_survey_id_property_condition_survey_id_fk", + "tableFrom": "element", + "tableTo": "property_condition_survey", + "columnsFrom": [ + "survey_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.property_condition_survey": { + "name": "property_condition_survey", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "uprn": { + "name": "uprn", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "date": { + "name": "date", + "type": "date", + "primaryKey": false, + "notNull": true + }, + "source": { + "name": "source", + "type": "text", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.hubspot_company_data": { + "name": "hubspot_company_data", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "company_id": { + "name": "company_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "company_name": { + "name": "company_name", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "group_id": { + "name": "group_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.hubspot_deal_data": { + "name": "hubspot_deal_data", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "deal_id": { + "name": "deal_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "dealname": { + "name": "dealname", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "dealstage": { + "name": "dealstage", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "company_id": { + "name": "company_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "project_code": { + "name": "project_code", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "landlord_property_id": { + "name": "landlord_property_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "listing_id": { + "name": "listing_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "uprn": { + "name": "uprn", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "outcome": { + "name": "outcome", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "outcome_notes": { + "name": "outcome_notes", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_description": { + "name": "major_condition_issue_description", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_photos": { + "name": "major_condition_issue_photos", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_evidence_s3_url": { + "name": "major_condition_issue_evidence_s3_url", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "coordination_status": { + "name": "coordination_status", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "design_status": { + "name": "design_status", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "pashub_link": { + "name": "pashub_link", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "sharepoint_link": { + "name": "sharepoint_link", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "dampmould_growth": { + "name": "dampmould_growth", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "pre_sap": { + "name": "pre_sap", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "coordinator": { + "name": "coordinator", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "mtp_completion_date": { + "name": "mtp_completion_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "mtp_re_model_completion_date": { + "name": "mtp_re_model_completion_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "ioe_v3_completion_date": { + "name": "ioe_v3_completion_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "proposed_measures": { + "name": "proposed_measures", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "approved_package": { + "name": "approved_package", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "designer": { + "name": "designer", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "design_type": { + "name": "design_type", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "design_completion_date": { + "name": "design_completion_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "actual_measures_installed": { + "name": "actual_measures_installed", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "installer": { + "name": "installer", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "installer_handover": { + "name": "installer_handover", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "lodgement_status": { + "name": "lodgement_status", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "measures_lodgement_date": { + "name": "measures_lodgement_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "lodgement_date": { + "name": "lodgement_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "expected_commencement_date": { + "name": "expected_commencement_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "coordination_comments": { + "name": "coordination_comments", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "surveyor": { + "name": "surveyor", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "damp_mould_and_repairs_comments": { + "name": "damp_mould_and_repairs_comments", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "confirmed_survey_date": { + "name": "confirmed_survey_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "confirmed_survey_time": { + "name": "confirmed_survey_time", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "surveyed_date": { + "name": "surveyed_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.property_status_tracker": { + "name": "property_status_tracker", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "hubspot_deal_id": { + "name": "hubspot_deal_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "property_id": { + "name": "property_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "portfolio_id": { + "name": "portfolio_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": { + "property_status_tracker_property_id_property_id_fk": { + "name": "property_status_tracker_property_id_property_id_fk", + "tableFrom": "property_status_tracker", + "tableTo": "property", + "columnsFrom": [ + "property_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "property_status_tracker_portfolio_id_portfolio_id_fk": { + "name": "property_status_tracker_portfolio_id_portfolio_id_fk", + "tableFrom": "property_status_tracker", + "tableTo": "portfolio", + "columnsFrom": [ + "portfolio_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "cascade", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.energy_assessments": { + "name": "energy_assessments", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "uprn": { + "name": "uprn", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "uprn_source": { + "name": "uprn_source", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "property_type": { + "name": "property_type", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "building_reference_number": { + "name": "building_reference_number", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "current_energy_efficiency": { + "name": "current_energy_efficiency", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "current_energy_rating": { + "name": "current_energy_rating", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "address1": { + "name": "address1", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "address2": { + "name": "address2", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "address3": { + "name": "address3", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "posttown": { + "name": "posttown", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + }, 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"inspections_wall_insulation", + "schema": "public", + "values": [ + "empty cavity", + "filled at build", + "partial", + "retro drilled", + "ewi", + "iwi", + "solid non-cavity", + "system built", + "timber framed", + "steel framed" + ] + }, + "public.cost_unit": { + "name": "cost_unit", + "schema": "public", + "values": [ + "gbp_sq_meter", + "gbp_per_unit", + "gbp_per_m2", + "gbp_per_m" + ] + }, + "public.depth_unit": { + "name": "depth_unit", + "schema": "public", + "values": [ + "mm" + ] + }, + "public.type": { + "name": "type", + "schema": "public", + "values": [ + "suspended_floor_insulation", + "solid_floor_insulation", + "external_wall_insulation", + "internal_wall_insulation", + "cavity_wall_insulation", + "mechanical_ventilation", + "loft_insulation", + "exposed_floor_insulation", + "flat_roof_insulation", + "room_roof_insulation", + "cavity_wall_extraction", + "iwi_wall_demolition", + "iwi_vapour_barrier", + "iwi_redecoration", + "suspended_floor_demolition", + "suspended_floor_redecoration", + "suspended_floor_vapour_barrier", + "solid_floor_demolition", + "solid_floor_preparation", + "solid_floor_vapour_barrier", + "solid_floor_redecoration", + "ewi_wall_demolition", + "ewi_wall_preparation", + "ewi_wall_redecoration", + "low_energy_lighting_installation", + "flat_roof_preparation", + "flat_roof_vapour_barrier", + "flat_roof_waterproofing", + "windows_glazing", + "secondary_glazing", + "double_glazing", + "trickle_vent", + "door_undercut", + "solar_pv", + "solar_battery", + "scaffolding", + "high_heat_retention_storage_heaters", + "air_source_heat_pump", + "boiler_upgrade", + "roomstat_programmer_trvs", + "time_temperature_zone_control", + "sealing_fireplace" + ] + }, + "public.r_value_unit": { + "name": "r_value_unit", + "schema": "public", + "values": [ + "square_meter_kelvin_per_watt" + ] + }, + "public.size_unit": { + "name": "size_unit", + "schema": "public", + "values": [ + "kWp", + "kW", + "watt", + "storey" + ] + }, + "public.thermal_conductivity_unit": { + "name": "thermal_conductivity_unit", + "schema": "public", + "values": [ + "watt_per_meter_kelvin" + ] + }, + "public.goal": { + "name": "goal", + "schema": "public", + "values": [ + "Valuation Improvement", + "Increasing EPC", + "Reducing CO2 emissions", + "Energy Savings", + "None" + ] + }, + "public.role": { + "name": "role", + "schema": "public", + "values": [ + "creator", + "admin", + "read", + "write" + ] + }, + "public.status": { + "name": "status", + "schema": "public", + "values": [ + "scoping", + "survey", + "assessment", + "tendering", + "project underway", + "completion; status: on track", + "completion; status: delayed", + "completion; status: at risk", + "completion; status: completed", + "needs review" + ] + }, + "public.epc": { + "name": "epc", + "schema": "public", + "values": [ + "A", + "B", + "C", + "D", + "E", + "F", + "G" + ] + }, + "public.creation_status": { + "name": "creation_status", + "schema": "public", + "values": [ + "LOADING", + "READY", + "ERROR" + ] + }, + "public.housing_type": { + "name": "housing_type", + "schema": "public", + "values": [ + "Private", + "Social" + ] + }, + "public.measure_type": { + "name": "measure_type", + "schema": "public", + "values": [ + "air_source_heat_pump", + "boiler_upgrade", + "high_heat_retention_storage_heaters", + "secondary_heating", + "roomstat_programmer_trvs", + "time_temperature_zone_control", + "cylinder_thermostat", + "cavity_wall_insulation", + "extension_cavity_wall_insulation", + "external_wall_insulation", + "internal_wall_insulation", + "loft_insulation", + "flat_roof_insulation", + "room_roof_insulation", + "solid_floor_insulation", + "suspended_floor_insulation", + "double_glazing", + "secondary_glazing", + "draught_proofing", + "mechanical_ventilation", + "low_energy_lighting", + "solar_pv", + "hot_water_tank_insulation", + "sealing_open_fireplace" + ] + }, + "public.plan_type": { + "name": "plan_type", + "schema": "public", + "values": [ + "solar_eco4", + "solar_hhrsh_eco4", + "empty_cavity_eco", + "partial_cavity_eco", + "extraction_eco" + ] + }, + "public.unit_quantity": { + "name": "unit_quantity", + "schema": "public", + "values": [ + "m2", + "part", + "kwp" + ] + }, + "public.scenario_type": { + "name": "scenario_type", + "schema": "public", + "values": [ + "unit", + "building" + ] + }, + "public.source": { + "name": "source", + "schema": "public", + "values": [ + "portfolio_id" + ] + }, + "public.file_source": { + "name": "file_source", + "schema": "public", + "values": [ + "pas hub", + "sharepoint", + "hubspot", + "ecmk" + ] + }, + "public.file_type": { + "name": "file_type", + "schema": "public", + "values": [ + "photo_pack", + "site_note", + "rd_sap_site_note", + "pas_2023_ventilation", + "pas_2023_condition", + "pas_significance", + "par_photo_pack", + "pas_2023_property", + "pas_2023_occupancy", + "ecmk_site_note", + "ecmk_rd_sap_site_note", + "ecmk_survey_xml" + ] + }, + "public.user_profiles_property_count": { + "name": "user_profiles_property_count", + "schema": "public", + "values": [ + "1", + "2–5", + "6–20", + "21+", + "1–50", + "51–100", + "101–300", + "301–1000", + "1000+" + ] + }, + "public.user_profiles_referral_source": { + "name": "user_profiles_referral_source", + "schema": "public", + "values": [ + "search", + "social_media", + "NRLA", + "partner", + "word_of_mouth", + "other" + ] + }, + "public.user_profiles_user_type": { + "name": "user_profiles_user_type", + "schema": "public", + "values": [ + "private_landlord", + "private_tenant", + "social_landlord", + "social_tenant", + "homeowner", + "other" + ] + } + }, + "schemas": {}, + "sequences": {}, + "roles": {}, + "policies": {}, + "views": {}, + "_meta": { + "columns": {}, + "schemas": {}, + "tables": {} + } +} \ No newline at end of file diff --git a/src/app/db/migrations/meta/_journal.json b/src/app/db/migrations/meta/_journal.json index 9436ff4e..e0511743 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1191,6 +1191,13 @@ "when": 1776351792028, "tag": "0169_freezing_moonstone", "breakpoints": true + }, + { + "idx": 170, + "version": "7", + "when": 1776357524564, + "tag": "0170_furry_moonstone", + "breakpoints": true } ] } \ No newline at end of file From e0449d01a24a198fb9bd7b0367f1e9ff22143a7f Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Thu, 16 Apr 2026 17:41:55 +0000 Subject: [PATCH 03/43] db migration --- src/app/db/migrations/0171_chunky_wallow.sql | 2 + src/app/db/migrations/meta/0171_snapshot.json | 6423 +++++++++++++++++ src/app/db/migrations/meta/_journal.json | 7 + src/app/db/schema/bulk_address_uploads.ts | 19 + 4 files changed, 6451 insertions(+) create mode 100644 src/app/db/migrations/0171_chunky_wallow.sql create mode 100644 src/app/db/migrations/meta/0171_snapshot.json create mode 100644 src/app/db/schema/bulk_address_uploads.ts 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/meta/0171_snapshot.json b/src/app/db/migrations/meta/0171_snapshot.json new file mode 100644 index 00000000..4b5dee3b --- /dev/null +++ b/src/app/db/migrations/meta/0171_snapshot.json @@ -0,0 +1,6423 @@ +{ + "id": "cc0e7e0b-eadb-47e3-8dcc-53754d9e409e", + "prevId": "f5fcb7de-81c2-42a0-8775-abccb47a8216", + "version": "7", + "dialect": "postgresql", + "tables": { + "public.postcode_search": { + "name": "postcode_search", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "serial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "result_data": { + "name": "result_data", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "last_updated_at": { + "name": "last_updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": { + "postcode_search_postcode_unique": { + "name": "postcode_search_postcode_unique", + "nullsNotDistinct": false, + "columns": [ + "postcode" + ] + } + }, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.bulk_address_uploads": { + "name": "bulk_address_uploads", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "portfolio_id": { + "name": "portfolio_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "user_id": { + "name": "user_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "s3_bucket": { + "name": "s3_bucket", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "s3_key": { + "name": "s3_key", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "filename": { + "name": "filename", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "status": { + "name": "status", + "type": "text", + "primaryKey": false, + "notNull": true, + "default": "'ready_for_processing'" + }, + "source_headers": { + "name": "source_headers", + "type": "text[]", + "primaryKey": false, + "notNull": true, + "default": "'{}'" + }, + "column_mapping": { + "name": "column_mapping", + "type": "jsonb", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp with 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"schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "survey_id": { + "name": "survey_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "element_type": { + "name": "element_type", + "type": "element_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "element_instance": { + "name": "element_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": { + "element_survey_id_property_condition_survey_id_fk": { + "name": "element_survey_id_property_condition_survey_id_fk", + "tableFrom": "element", + "tableTo": "property_condition_survey", + "columnsFrom": [ + "survey_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.property_condition_survey": { + "name": "property_condition_survey", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "uprn": { + "name": "uprn", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "date": { + "name": "date", + "type": "date", + "primaryKey": false, + "notNull": true + }, + "source": { + "name": "source", + "type": "text", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.hubspot_company_data": { + "name": "hubspot_company_data", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "company_id": { + "name": "company_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + 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+ }, + "dealname": { + "name": "dealname", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "dealstage": { + "name": "dealstage", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "company_id": { + "name": "company_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "project_code": { + "name": "project_code", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "landlord_property_id": { + "name": "landlord_property_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "listing_id": { + "name": "listing_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "uprn": { + "name": "uprn", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "outcome": { + "name": "outcome", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "outcome_notes": { + "name": "outcome_notes", + "type": "text", + "primaryKey": false, + "notNull": false + }, + 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"communal_passenger_lift", + "communal_balcony_walkway", + "communal_entrance", + "communal_internal_decorations", + "communal_internal_floor", + "communal_walkways", + "communal_external_doors", + "communal_stairs", + "communal_aerial", + "communal_aov", + "communal_internal_doors", + "communal_lateral_mains", + "communal_lighting", + "communal_lighting_conductor", + "communal_store_roof", + "communal_store_walls", + "communal_store_doors", + "communal_warden_call_system", + "communal_bms", + "communal_booster_pump", + "communal_dry_riser", + "communal_wet_riser", + "communal_cold_water_storage", + "communal_sprinkler", + "communal_plug_sockets", + "communal_circulation_space", + "ffhh_damp", + "ffhh_hold_and_cold_water", + "ffhh_drainage_lavatories", + "ffhh_neglected", + "ffhh_natural_light", + "ffhh_ventilation", + "ffhh_food_prep_and_washup", + "ffhh_unsafe_layout", + "ffhh_unstable_building", + "hhsrs_damp_and_mould", + "hhsrs_excess_cold", + "hhsrs_excess_heat", + "hhsrs_asbestos_and_mmf", + "hhsrs_biocides", + "hhsrs_carbon_monoxide", + "hhsrs_lead", + "hhsrs_radiation", + "hhsrs_uncombusted_fuel_gas", + "hhsrs_volatile_organic_compounds", + "hhsrs_crowding_and_space", + "hhsrs_entry_by_intruders", + "hhsrs_lighting", + "hhsrs_noise", + "hhsrs_domestic_hygiene_pests_refuse", + "hhsrs_food_safety", + "hhsrs_personal_hygiene_sanitation", + "hhsrs_water_supply", + "hhsrs_falls_associated_with_baths", + "hhsrs_falls_on_level_surfaces", + "hhsrs_falls_on_stairs", + "hhsrs_falls_between_levels", + "hhsrs_electrical_hazards", + "hhsrs_fire", + "hhsrs_flames_hot_surfaces", + "hhsrs_collision_and_entrapment", + "hhsrs_collision_hazards_low_headroom", + "hhsrs_explosions", + "hhsrs_ergonomics", + "hhsrs_structural_collapse", + "hhsrs_amenities" + ] + }, + "public.document_type": { + "name": "document_type", + "schema": "public", + "values": [ + "EPR", + "Condition Report", + "Evidence Report", + "Summary Information", + "Floor Plan", + "Scenario Draft EPC", + "Scenario Site Notes" + ] + }, + "public.scheme": { + "name": "scheme", + "schema": "public", + "values": [ + "eco4", + "gbis", + "whlg", + "none" + ] + }, + "public.inspection_archetype_2": { + "name": "inspection_archetype_2", + "schema": "public", + "values": [ + "detached", + "mid-terrace", + "enclosed mid-terrace", + "end-terrace", + "enclosed end-terrace", + "semi-detached" + ] + }, + "public.inspection_archetype": { + "name": "inspection_archetype", + "schema": "public", + "values": [ + "Bungalow", + "Flat", + "Maisonette", + "House", + "non-domestic" + ] + }, + "public.inspection_borescoped": { + "name": "inspection_borescoped", + "schema": "public", + "values": [ + "yes", + "no", + "refused" + ] + }, + "public.inspections_access_issues": { + "name": "inspections_access_issues", + "schema": "public", + "values": [ + "see notes", + "damp issues", + "foliage on walls", + "bushes against wall", + "trees around/anove property", + "high rise block flats/maisonettes", + "conservatory", + "lean-to", + "garage", + "extension", + "decking", + "shed against wall" + ] + }, + "public.inspections_cladding": { + "name": "inspections_cladding", + "schema": "public", + "values": [ + "none", + "cladded with “sufficient space to fill the wall”", + "cladded with “insufficient space to fill the wall”" + ] + }, + "public.inspections_insulation_material": { + "name": "inspections_insulation_material", + "schema": "public", + "values": [ + "empty 50-90", + "empty 100+", + "empty 30-40", + "empty less than 30", + "loose fibre/wool", + "eps/celo/king", + "fibre batts - with cavity", + "fibre batts - no cavity", + "loose bead", + "glued bead", + "formaldehyde", + "bubble wrap", + "poly chunks" + ] + }, + "public.inspections_rendered": { + "name": "inspections_rendered", + "schema": "public", + "values": [ + "no render", + "rendered with “insufficient” space between dpc and render", + "rendered with “sufficient” space between dpc and render" + ] + }, + "public.inspections_roof_orientation": { + "name": "inspections_roof_orientation", + "schema": "public", + "values": [ + "north", + "east", + "south", + "west", + "north-east", + "north-west", + "south-east", + "south-west", + "n/s split", + "e/w split", + "ne/sw split", + "nw/se split", + "flat roof", + "no roof", + "roof too small", + "already has solar pv" + ] + }, + "public.inspections_tile_hung": { + "name": "inspections_tile_hung", + "schema": "public", + "values": [ + "yes", + "no", + "first floor flats are tile hung" + ] + }, + "public.inspections_wall_construction": { + "name": "inspections_wall_construction", + "schema": "public", + "values": [ + "cavity", + "solid", + "system built", + "timber framed", + "steel framed", + "re-walled cavity", + "mansard pre-fab", + "mansard ewi", + "mansard re-walled" + ] + }, + "public.inspections_wall_insulation": { + "name": "inspections_wall_insulation", + "schema": "public", + "values": [ + "empty cavity", + "filled at build", + "partial", + "retro drilled", + "ewi", + "iwi", + "solid non-cavity", + "system built", + "timber framed", + "steel framed" + ] + }, + "public.cost_unit": { + "name": "cost_unit", + "schema": "public", + "values": [ + "gbp_sq_meter", + "gbp_per_unit", + "gbp_per_m2", + "gbp_per_m" + ] + }, + "public.depth_unit": { + "name": "depth_unit", + "schema": "public", + "values": [ + "mm" + ] + }, + "public.type": { + "name": "type", + "schema": "public", + "values": [ + "suspended_floor_insulation", + "solid_floor_insulation", + "external_wall_insulation", + "internal_wall_insulation", + "cavity_wall_insulation", + "mechanical_ventilation", + "loft_insulation", + "exposed_floor_insulation", + "flat_roof_insulation", + "room_roof_insulation", + "cavity_wall_extraction", + "iwi_wall_demolition", + "iwi_vapour_barrier", + "iwi_redecoration", + "suspended_floor_demolition", + "suspended_floor_redecoration", + "suspended_floor_vapour_barrier", + "solid_floor_demolition", + "solid_floor_preparation", + "solid_floor_vapour_barrier", + "solid_floor_redecoration", + "ewi_wall_demolition", + "ewi_wall_preparation", + "ewi_wall_redecoration", + "low_energy_lighting_installation", + "flat_roof_preparation", + "flat_roof_vapour_barrier", + "flat_roof_waterproofing", + "windows_glazing", + "secondary_glazing", + "double_glazing", + "trickle_vent", + "door_undercut", + "solar_pv", + "solar_battery", + "scaffolding", + "high_heat_retention_storage_heaters", + "air_source_heat_pump", + "boiler_upgrade", + "roomstat_programmer_trvs", + "time_temperature_zone_control", + "sealing_fireplace" + ] + }, + "public.r_value_unit": { + "name": "r_value_unit", + "schema": "public", + "values": [ + "square_meter_kelvin_per_watt" + ] + }, + "public.size_unit": { + "name": "size_unit", + "schema": "public", + "values": [ + "kWp", + "kW", + "watt", + "storey" + ] + }, + "public.thermal_conductivity_unit": { + "name": "thermal_conductivity_unit", + "schema": "public", + "values": [ + "watt_per_meter_kelvin" + ] + }, + "public.goal": { + "name": "goal", + "schema": "public", + "values": [ + "Valuation Improvement", + "Increasing EPC", + "Reducing CO2 emissions", + "Energy Savings", + "None" + ] + }, + "public.role": { + "name": "role", + "schema": "public", + "values": [ + "creator", + "admin", + "read", + "write" + ] + }, + "public.status": { + "name": "status", + "schema": "public", + "values": [ + "scoping", + "survey", + "assessment", + "tendering", + "project underway", + "completion; status: on track", + "completion; status: delayed", + "completion; status: at risk", + "completion; status: completed", + "needs review" + ] + }, + "public.epc": { + "name": "epc", + "schema": "public", + "values": [ + "A", + "B", + "C", + "D", + "E", + "F", + "G" + ] + }, + "public.creation_status": { + "name": "creation_status", + "schema": "public", + "values": [ + "LOADING", + "READY", + "ERROR" + ] + }, + "public.housing_type": { + "name": "housing_type", + "schema": "public", + "values": [ + "Private", + "Social" + ] + }, + "public.measure_type": { + "name": "measure_type", + "schema": "public", + "values": [ + "air_source_heat_pump", + "boiler_upgrade", + "high_heat_retention_storage_heaters", + "secondary_heating", + "roomstat_programmer_trvs", + "time_temperature_zone_control", + "cylinder_thermostat", + "cavity_wall_insulation", + "extension_cavity_wall_insulation", + "external_wall_insulation", + "internal_wall_insulation", + "loft_insulation", + "flat_roof_insulation", + "room_roof_insulation", + "solid_floor_insulation", + "suspended_floor_insulation", + "double_glazing", + "secondary_glazing", + "draught_proofing", + "mechanical_ventilation", + "low_energy_lighting", + "solar_pv", + "hot_water_tank_insulation", + "sealing_open_fireplace" + ] + }, + "public.plan_type": { + "name": "plan_type", + "schema": "public", + "values": [ + "solar_eco4", + "solar_hhrsh_eco4", + "empty_cavity_eco", + "partial_cavity_eco", + "extraction_eco" + ] + }, + "public.unit_quantity": { + "name": "unit_quantity", + "schema": "public", + "values": [ + "m2", + "part", + "kwp" + ] + }, + "public.scenario_type": { + "name": "scenario_type", + "schema": "public", + "values": [ + "unit", + "building" + ] + }, + "public.source": { + "name": "source", + "schema": "public", + "values": [ + "portfolio_id" + ] + }, + "public.file_source": { + "name": "file_source", + "schema": "public", + "values": [ + "pas hub", + "sharepoint", + "hubspot", + "ecmk" + ] + }, + "public.file_type": { + "name": "file_type", + "schema": "public", + "values": [ + "photo_pack", + "site_note", + "rd_sap_site_note", + "pas_2023_ventilation", + "pas_2023_condition", + "pas_significance", + "par_photo_pack", + "pas_2023_property", + "pas_2023_occupancy", + "ecmk_site_note", + "ecmk_rd_sap_site_note", + "ecmk_survey_xml" + ] + }, + "public.user_profiles_property_count": { + "name": "user_profiles_property_count", + "schema": "public", + "values": [ + "1", + "2–5", + "6–20", + "21+", + "1–50", + "51–100", + "101–300", + "301–1000", + "1000+" + ] + }, + "public.user_profiles_referral_source": { + "name": "user_profiles_referral_source", + "schema": "public", + "values": [ + "search", + "social_media", + "NRLA", + "partner", + "word_of_mouth", + "other" + ] + }, + "public.user_profiles_user_type": { + "name": "user_profiles_user_type", + "schema": "public", + "values": [ + "private_landlord", + "private_tenant", + "social_landlord", + "social_tenant", + "homeowner", + "other" + ] + } + }, + "schemas": {}, + "sequences": {}, + "roles": {}, + "policies": {}, + "views": {}, + "_meta": { + "columns": {}, + "schemas": {}, + "tables": {} + } +} \ No newline at end of file diff --git a/src/app/db/migrations/meta/_journal.json b/src/app/db/migrations/meta/_journal.json index e0511743..721ae1c1 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1198,6 +1198,13 @@ "when": 1776357524564, "tag": "0170_furry_moonstone", "breakpoints": true + }, + { + "idx": 171, + "version": "7", + "when": 1776361262258, + "tag": "0171_chunky_wallow", + "breakpoints": true } ] } \ No newline at end of file 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..082ca8be --- /dev/null +++ b/src/app/db/schema/bulk_address_uploads.ts @@ -0,0 +1,19 @@ +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>(), + createdAt: timestamp("created_at", { withTimezone: true }).notNull().defaultNow(), + updatedAt: timestamp("updated_at", { withTimezone: true }) + .notNull() + .defaultNow() + .$onUpdate(() => new Date()), +}); From c0719aaee6e1763810dcdbd676caa22f8600172e Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Thu, 16 Apr 2026 17:47:53 +0000 Subject: [PATCH 04/43] added functionality to the column mapper --- bulk-address-upload.md | 98 ++++ .../bulk-uploads/[uploadId]/route.ts | 50 ++ .../[portfolioId]/bulk-uploads/route.ts | 24 + .../upload/bulk-addresses/confirm/route.ts | 50 ++ src/app/api/upload/bulk-addresses/route.ts | 36 ++ .../portfolio/BulkUploadComingSoonModal.tsx | 459 ++++++++++++++++++ .../map-columns/MapColumnsClient.tsx | 271 +++++++++++ .../[uploadId]/map-columns/page.tsx | 33 ++ .../bulk-upload/[uploadId]/page.tsx | 137 ++++++ .../[slug]/(portfolio)/bulk-upload/page.tsx | 143 ++++++ 10 files changed, 1301 insertions(+) create mode 100644 bulk-address-upload.md create mode 100644 src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/route.ts create mode 100644 src/app/api/portfolio/[portfolioId]/bulk-uploads/route.ts create mode 100644 src/app/api/upload/bulk-addresses/confirm/route.ts create mode 100644 src/app/api/upload/bulk-addresses/route.ts create mode 100644 src/app/components/portfolio/BulkUploadComingSoonModal.tsx create mode 100644 src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/map-columns/MapColumnsClient.tsx create mode 100644 src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/map-columns/page.tsx create mode 100644 src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx create mode 100644 src/app/portfolio/[slug]/(portfolio)/bulk-upload/page.tsx diff --git a/bulk-address-upload.md b/bulk-address-upload.md new file mode 100644 index 00000000..643a012e --- /dev/null +++ b/bulk-address-upload.md @@ -0,0 +1,98 @@ +# Bulk Address Upload — Implementation Tracker + +## Overview + +Upload CSV/XLSX to S3 (browser-direct via XHR with progress bar) → confirm in DB → redirect to upload list. +Portfolio shows all uploads ordered by date. User picks which to continue. + +--- + +## DB Migration (manual — do this first) + +```sql +CREATE TABLE bulk_address_uploads ( + id UUID PRIMARY KEY DEFAULT gen_random_uuid(), + 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 NOT NULL DEFAULT 'ready_for_processing', + created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(), + updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW() +); +``` + +Status values: `ready_for_processing` | `processing` | `complete` | `failed` + +- [ ] Migration applied to dev +- [ ] Migration applied to staging +- [ ] Migration applied to prod + +--- + +## Tasks + +### 1. Drizzle Schema +- [ ] Create `src/app/db/schema/bulk_address_uploads.ts` +- [ ] Import + spread into `src/app/db/db.ts` + +### 2. Confirm API Route +- [ ] Create `src/app/api/upload/bulk-addresses/confirm/route.ts` + - POST `{ fileKey, filename, portfolioId, userId }` + - Inserts into `bulk_address_uploads`, `s3Bucket` from `RETROFIT_PLAN_INPUT_BUCKET_NAME` env + - Returns `{ id, s3Key, s3Bucket, status }` + +### 3. List API Route +- [ ] Create `src/app/api/portfolio/[portfolioId]/bulk-uploads/route.ts` + - GET → all uploads for portfolio ordered by `created_at DESC` + - Returns array of upload records + +### 4. Modal — XHR Upload + Progress + Redirect to List +- [ ] Replace `fetch` PUT → `XMLHttpRequest` in `handleUpload` +- [ ] Add `progress: number | null` state +- [ ] Show progress bar in dropzone while uploading +- [ ] After XHR load: POST confirm → `router.push(/portfolio/[id]/bulk-upload)` + +### 5. Upload List Page +- [ ] Create `src/app/portfolio/[portfolioId]/bulk-upload/page.tsx` + - Server component + - List all uploads: filename, status badge, created date, "Continue →" link + - Empty state if none + - Each row links to `/bulk-upload/[uploadId]` + +### 6. Upload Detail Page +- [ ] Create `src/app/portfolio/[portfolioId]/bulk-upload/[uploadId]/page.tsx` + - Server component + - Shows: filename, `s3://bucket/key`, status, created date + - For now: "Your file is queued for processing" + +--- + +## Flow + +``` +User drops/clicks file + → validate (size, extension, headers) + → GET presigned URL (/api/upload/bulk-addresses) + → XHR PUT to S3 (progress bar shown) + → POST confirm (/api/upload/bulk-addresses/confirm) + → redirect to list (/portfolio/[id]/bulk-upload) + → list page (all uploads, status badges, click to continue) + → detail page (/portfolio/[id]/bulk-upload/[uploadId]) + → shows s3_uri + status +``` + +--- + +## Files Touched + +| File | Status | +|------|--------| +| `src/app/db/schema/bulk_address_uploads.ts` | not started | +| `src/app/db/db.ts` | not started | +| `src/app/api/upload/bulk-addresses/confirm/route.ts` | not started | +| `src/app/api/portfolio/[portfolioId]/bulk-uploads/route.ts` | not started | +| `src/app/components/portfolio/BulkUploadComingSoonModal.tsx` | not started | +| `src/app/portfolio/[portfolioId]/bulk-upload/page.tsx` | not started | +| `src/app/portfolio/[portfolioId]/bulk-upload/[uploadId]/page.tsx` | not started | diff --git a/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/route.ts new file mode 100644 index 00000000..520e9333 --- /dev/null +++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/[uploadId]/route.ts @@ -0,0 +1,50 @@ +import { db } from "@/app/db/db"; +import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads"; +import { eq } from "drizzle-orm"; +import { NextRequest, NextResponse } from "next/server"; +import { z } from "zod"; + +const PatchSchema = z.object({ + columnMapping: z.record(z.string(), z.string()), +}); + +export async function PATCH( + request: NextRequest, + { params }: { params: { portfolioId: string; uploadId: string } } +) { + const { uploadId } = params; + + let body; + try { + body = PatchSchema.parse(await request.json()); + } catch { + return NextResponse.json({ msg: "Invalid input" }, { status: 400 }); + } + + const values = Object.values(body.columnMapping); + const hasAddress = values.includes("address_1"); + const hasPostcode = values.includes("postcode"); + if (!hasAddress || !hasPostcode) { + return NextResponse.json( + { msg: "Mapping must include address_1 and postcode." }, + { status: 422 } + ); + } + + try { + const [updated] = await db + .update(bulkAddressUploads) + .set({ columnMapping: body.columnMapping, status: "mapping_complete" }) + .where(eq(bulkAddressUploads.id, uploadId)) + .returning(); + + if (!updated) { + return NextResponse.json({ msg: "Not found" }, { status: 404 }); + } + + return NextResponse.json(updated, { status: 200 }); + } catch (error) { + console.error("Failed to save column mapping:", error); + return NextResponse.json({ msg: "Internal server error" }, { status: 500 }); + } +} diff --git a/src/app/api/portfolio/[portfolioId]/bulk-uploads/route.ts b/src/app/api/portfolio/[portfolioId]/bulk-uploads/route.ts new file mode 100644 index 00000000..902de6d1 --- /dev/null +++ b/src/app/api/portfolio/[portfolioId]/bulk-uploads/route.ts @@ -0,0 +1,24 @@ +import { db } from "@/app/db/db"; +import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads"; +import { eq, desc } from "drizzle-orm"; +import { NextRequest, NextResponse } from "next/server"; + +export async function GET( + _request: NextRequest, + { params }: { params: { portfolioId: string } } +) { + const { portfolioId } = params; + + try { + const uploads = await db + .select() + .from(bulkAddressUploads) + .where(eq(bulkAddressUploads.portfolioId, portfolioId)) + .orderBy(desc(bulkAddressUploads.createdAt)); + + return NextResponse.json(uploads, { status: 200 }); + } catch (error) { + console.error("Failed to fetch bulk uploads:", error); + return NextResponse.json({ msg: "Internal server error" }, { status: 500 }); + } +} diff --git a/src/app/api/upload/bulk-addresses/confirm/route.ts b/src/app/api/upload/bulk-addresses/confirm/route.ts new file mode 100644 index 00000000..edc63571 --- /dev/null +++ b/src/app/api/upload/bulk-addresses/confirm/route.ts @@ -0,0 +1,50 @@ +import { db } from "@/app/db/db"; +import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads"; +import { NextRequest, NextResponse } from "next/server"; +import { z } from "zod"; + +const BodySchema = z.object({ + fileKey: z.string(), + filename: z.string(), + portfolioId: z.string(), + userId: z.string(), + sourceHeaders: z.array(z.string()).default([]), +}); + +export async function POST(request: NextRequest) { + let body; + try { + body = BodySchema.parse(await request.json()); + } catch (error) { + console.error("Invalid input:", error); + return NextResponse.json({ msg: "Invalid input" }, { status: 400 }); + } + + const bucket = process.env.RETROFIT_PLAN_INPUT_BUCKET_NAME; + if (!bucket) { + console.error("RETROFIT_PLAN_INPUT_BUCKET_NAME not set"); + return NextResponse.json({ msg: "Server misconfiguration" }, { status: 500 }); + } + + try { + const [record] = await db + .insert(bulkAddressUploads) + .values({ + portfolioId: body.portfolioId, + userId: body.userId, + s3Bucket: bucket, + s3Key: body.fileKey, + filename: body.filename, + sourceHeaders: body.sourceHeaders, + }) + .returning(); + + return NextResponse.json( + { id: record.id, s3Key: record.s3Key, s3Bucket: record.s3Bucket, status: record.status }, + { status: 201 } + ); + } catch (error) { + console.error("Failed to record upload:", error); + return NextResponse.json({ msg: "Internal server error" }, { status: 500 }); + } +} diff --git a/src/app/api/upload/bulk-addresses/route.ts b/src/app/api/upload/bulk-addresses/route.ts new file mode 100644 index 00000000..9eb1c417 --- /dev/null +++ b/src/app/api/upload/bulk-addresses/route.ts @@ -0,0 +1,36 @@ +import { createS3Client } from "@/app/utils/s3"; +import { NextRequest, NextResponse } from "next/server"; +import { z } from "zod"; + +const BodySchema = z.object({ + userId: z.string(), + portfolioId: z.string(), + fileKey: z.string(), + contentType: z.string(), +}); + +export async function POST(request: NextRequest) { + let body; + try { + body = BodySchema.parse(await request.json()); + } catch (error) { + console.error("Invalid input:", error); + return NextResponse.json({ msg: "Invalid input" }, { status: 400 }); + } + + try { + const s3 = createS3Client(); + + const preSignedUrl = await s3.getSignedUrlPromise("putObject", { + Bucket: process.env.RETROFIT_PLAN_INPUT_BUCKET_NAME, + Key: body.fileKey, + ContentType: body.contentType, + Expires: 5 * 60, + }); + + return NextResponse.json({ url: preSignedUrl }, { status: 200 }); + } catch (error) { + console.error(error); + return NextResponse.json({ msg: "Internal server error" }, { status: 500 }); + } +} diff --git a/src/app/components/portfolio/BulkUploadComingSoonModal.tsx b/src/app/components/portfolio/BulkUploadComingSoonModal.tsx new file mode 100644 index 00000000..1cd47bfe --- /dev/null +++ b/src/app/components/portfolio/BulkUploadComingSoonModal.tsx @@ -0,0 +1,459 @@ +"use client"; + +import { + Dialog, + DialogBackdrop, + DialogPanel, + DialogTitle, + Transition, + TransitionChild, +} from "@headlessui/react"; +import { Fragment, useRef, useState, DragEvent } from "react"; +import * as XLSX from "xlsx"; +import { + XMarkIcon, + DocumentTextIcon, + ArrowDownTrayIcon, + CloudArrowUpIcon, + InformationCircleIcon, + ArrowRightIcon, + CheckCircleIcon, + ExclamationCircleIcon, +} from "@heroicons/react/24/outline"; +import { useSession } from "next-auth/react"; +import { useRouter } from "next/navigation"; + +const MAX_FILE_SIZE_MB = 50; +const ALLOWED_EXTENSIONS = [".csv", ".xlsx", ".xls"]; +const CONTENT_TYPES: Record = { + ".csv": "text/csv", + ".xlsx": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet", + ".xls": "application/vnd.ms-excel", +}; + +interface BulkUploadComingSoonModalProps { + isOpen: boolean; + onClose: () => void; + portfolioId: string; +} + +function downloadTemplate() { + const ws = XLSX.utils.aoa_to_sheet([["Internal Reference (Optional)", "Address", "Postcode"]]); + const wb = XLSX.utils.book_new(); + XLSX.utils.book_append_sheet(wb, ws, "Properties"); + XLSX.writeFile(wb, "bulk_upload_template.xlsx"); +} + +function getFileExtension(filename: string): string { + return filename.slice(filename.lastIndexOf(".")).toLowerCase(); +} + +function generateS3Key(userId: string, portfolioId: string, ext: string): string { + const timestamp = new Date().toISOString().replace(/[:.-]/g, ""); + return `bulk-addresses/${userId}/${portfolioId}/${timestamp}/addresses${ext}`; +} + +function validateFile(file: File): string | null { + const sizeMB = file.size / (1024 * 1024); + if (sizeMB > MAX_FILE_SIZE_MB) { + return `File too large. Max ${MAX_FILE_SIZE_MB}MB.`; + } + const ext = getFileExtension(file.name); + if (!ALLOWED_EXTENSIONS.includes(ext)) { + return "Only CSV or Excel files allowed."; + } + return null; +} + +async function validateHeaders(file: File): Promise<{ error: string | null; headers: string[] }> { + const ext = getFileExtension(file.name); + let headers: string[] = []; + + if (ext === ".csv") { + const text = await file.text(); + const firstLine = text.split(/\r?\n/)[0] ?? ""; + headers = firstLine.split(",").map((h) => h.trim().replace(/^["']|["']$/g, "")); + } else { + const buffer = await file.arrayBuffer(); + const wb = XLSX.read(buffer, { sheetRows: 1 }); + const sheet = wb.Sheets[wb.SheetNames[0]]; + const rows = XLSX.utils.sheet_to_json(sheet, { header: 1 }); + headers = ((rows[0] as string[]) ?? []).map((h) => String(h ?? "").trim()); + } + + const normalised = headers.map((h) => h.toLowerCase()); + const hasAddress = normalised.some((h) => h.startsWith("address")); + const hasPostcode = normalised.some((h) => h === "postcode"); + + if (!hasAddress && !hasPostcode) { + return { error: "Missing required columns: Address and Postcode.", headers }; + } + if (!hasAddress) { + return { error: "Missing required column: Address (or Address 1, Address 2, etc.).", headers }; + } + if (!hasPostcode) { + return { error: 'Missing required column: "Postcode".', headers }; + } + return { error: null, headers }; +} + +async function getPresignedUrl( + userId: string, + portfolioId: string, + fileKey: string, + contentType: string +): Promise { + const res = await fetch("/api/upload/bulk-addresses", { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ userId, portfolioId, fileKey, contentType }), + }); + if (!res.ok) throw new Error("Failed to generate upload URL."); + const data = await res.json(); + return data.url; +} + +export default function BulkUploadComingSoonModal({ + isOpen, + onClose, + portfolioId, +}: BulkUploadComingSoonModalProps) { + const session = useSession(); + const router = useRouter(); + const fileInputRef = useRef(null); + + const [isDragging, setIsDragging] = useState(false); + const [selectedFile, setSelectedFile] = useState(null); + const [sourceHeaders, setSourceHeaders] = useState([]); + const [validationError, setValidationError] = useState(null); + const [validating, setValidating] = useState(false); + const [uploading, setUploading] = useState(false); + const [uploadProgress, setUploadProgress] = useState(null); + const [uploadError, setUploadError] = useState(null); + + async function handleFile(file: File) { + setUploadError(null); + setSelectedFile(null); + setValidationError(null); + + const sizeOrTypeError = validateFile(file); + if (sizeOrTypeError) { + setValidationError(sizeOrTypeError); + return; + } + + setValidating(true); + const { error: headerError, headers } = await validateHeaders(file); + setValidating(false); + + if (headerError) { + setValidationError(headerError); + return; + } + + setSourceHeaders(headers); + setSelectedFile(file); + } + + function handleDragOver(e: DragEvent) { + e.preventDefault(); + setIsDragging(true); + } + + function handleDragLeave() { + setIsDragging(false); + } + + function handleDrop(e: DragEvent) { + e.preventDefault(); + setIsDragging(false); + const file = e.dataTransfer.files[0]; + if (file) handleFile(file); + } + + function handleInputChange(e: React.ChangeEvent) { + const file = e.target.files?.[0]; + if (file) handleFile(file); + } + + function handleClose() { + setSelectedFile(null); + setSourceHeaders([]); + setValidationError(null); + setValidating(false); + setUploadError(null); + setUploading(false); + setUploadProgress(null); + onClose(); + } + + async function handleUpload() { + const userId = String(session.data?.user?.dbId ?? ""); + if (!selectedFile || !userId) return; + + setUploading(true); + setUploadProgress(0); + setUploadError(null); + + try { + const ext = getFileExtension(selectedFile.name); + const contentType = CONTENT_TYPES[ext] ?? "application/octet-stream"; + const fileKey = generateS3Key(userId, portfolioId, ext); + + const presignedUrl = await getPresignedUrl(userId, portfolioId, fileKey, contentType); + + await new Promise((resolve, reject) => { + const xhr = new XMLHttpRequest(); + xhr.open("PUT", presignedUrl); + xhr.setRequestHeader("Content-Type", contentType); + xhr.upload.addEventListener("progress", (e) => { + if (e.lengthComputable) { + setUploadProgress(Math.round((e.loaded / e.total) * 100)); + } + }); + xhr.onload = () => { + if (xhr.status >= 200 && xhr.status < 300) resolve(); + else reject(new Error(`S3 upload failed: ${xhr.status}`)); + }; + xhr.onerror = () => reject(new Error("Network error during upload")); + xhr.send(selectedFile); + }); + + const confirmRes = await fetch("/api/upload/bulk-addresses/confirm", { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ fileKey, filename: selectedFile.name, portfolioId, userId, sourceHeaders }), + }); + if (!confirmRes.ok) throw new Error("Failed to record upload."); + + const { id: uploadId } = await confirmRes.json(); + router.push(`/portfolio/${portfolioId}/bulk-upload/${uploadId}/map-columns`); + onClose(); + } catch (err) { + setUploadError("Upload failed. Please try again, or contact a Domna representative if the issue persists."); + } finally { + setUploading(false); + setUploadProgress(null); + } + } + + const canUpload = !!selectedFile && !uploading && !validating; + + return ( + + + {/* Backdrop */} + + + + + {/* Panel */} +
+ + + + {/* Header */} +
+
+ + Bulk Upload: New Properties + +

+ This workflow is designed for adding new residential or commercial + assets to your portfolio. Upload your dataset to begin the + transformation. +

+
+ +
+ + {/* Content */} +
+ + {/* Template section */} +
+
+
+ +
+
+

Required Template Format

+

+ Must contain:{" "} + + Address, Postcode + +

+
+
+ +
+ + {/* Dropzone */} +
!uploading && fileInputRef.current?.click()} + onDragOver={handleDragOver} + onDragLeave={handleDragLeave} + onDrop={handleDrop} + className={`border-2 border-dashed rounded-2xl p-12 flex flex-col items-center justify-center transition-colors ${ + uploading || validating + ? "border-gray-200 bg-gray-50 cursor-default" + : validationError + ? "border-red-300 bg-red-50 cursor-pointer" + : isDragging + ? "border-midblue bg-blue-50 cursor-copy" + : selectedFile + ? "border-green-400 bg-green-50 cursor-pointer" + : "border-gray-200 hover:border-gray-300 hover:bg-gray-50 cursor-pointer" + }`} + > + e.stopPropagation()} + /> + + {validating ? ( + <> +
+ +
+

Checking headers…

+

Validating column structure

+ + ) : uploading ? ( + <> +
+ +
+

Uploading…

+

{selectedFile?.name}

+
+
+
+

{uploadProgress ?? 0}%

+ + ) : validationError ? ( + <> + +

{validationError}

+

Click to choose a different file

+ + ) : selectedFile ? ( + <> + +

{selectedFile.name}

+

Click to change file

+ + ) : ( + <> +
+ +
+

+ Drag and drop CSV or XLSX +

+

+ or click to browse · Max {MAX_FILE_SIZE_MB}MB +

+ + )} +
+ + {/* Upload error */} + {uploadError && ( +

+ + {uploadError} +

+ )} + + {/* Info strip */} +
+ + + Properties will be automatically validated against national + architectural databases. + +
+
+ + {/* Footer */} +
+
+ + +
+
+ +
+
+ + + +
+
+ + ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/map-columns/MapColumnsClient.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/map-columns/MapColumnsClient.tsx new file mode 100644 index 00000000..19152820 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/map-columns/MapColumnsClient.tsx @@ -0,0 +1,271 @@ +"use client"; + +import { useState } from "react"; +import { useRouter } from "next/navigation"; +import Link from "next/link"; +import { + ArrowLeftIcon, + ArrowRightIcon, + TableCellsIcon, + ArrowsRightLeftIcon, +} from "@heroicons/react/24/outline"; + +const INTERNAL_FIELDS = [ + { value: "address_1", label: "Address 1", required: true }, + { value: "address_2", label: "Address 2", required: false }, + { value: "address_3", label: "Address 3", required: false }, + { value: "postcode", label: "Postcode", required: true }, + { value: "internal_reference", label: "Internal Reference (Optional)", required: false }, + { value: "skip", label: "Skip this column", required: false }, +]; + +const REQUIRED_VALUES = ["address_1", "postcode"]; + +function autoDetect(header: string): string { + const h = header.toLowerCase().replace(/[\s_\-]/g, ""); + if (/^(address|addr)(line)?(1|one)?$/.test(h)) return "address_1"; + if (/^(address|addr)(line)?(2|two)|^street$/.test(h)) return "address_2"; + if (/^(address|addr)(line)?(3|three)|^locality$|^town$|^city$/.test(h)) return "address_3"; + if (/^post(al)?code$|^postcode$|^pcode$/.test(h)) return "postcode"; + if (/^(internal)?ref(erence)?$|^id$/.test(h)) return "internal_reference"; + return "skip"; +} + +function buildInitialMapping( + headers: string[], + existing?: Record +): Record { + const mapping: Record = {}; + for (const h of headers) { + mapping[h] = existing?.[h] ?? autoDetect(h); + } + return mapping; +} + +interface Props { + portfolioId: string; + uploadId: string; + filename: string; + sourceHeaders: string[]; + existingMapping?: Record; +} + +export default function MapColumnsClient({ + portfolioId, + uploadId, + filename, + sourceHeaders, + existingMapping, +}: Props) { + const router = useRouter(); + const [mapping, setMapping] = useState>( + buildInitialMapping(sourceHeaders, existingMapping) + ); + const [submitting, setSubmitting] = useState(false); + const [error, setError] = useState(null); + + const mappedValues = Object.values(mapping).filter((v) => v !== "skip"); + const missingRequired = REQUIRED_VALUES.filter((r) => !mappedValues.includes(r)); + const canSubmit = missingRequired.length === 0 && !submitting; + + function setField(header: string, value: string) { + setMapping((prev) => ({ ...prev, [header]: value })); + } + + async function handleSubmit() { + if (!canSubmit) return; + setSubmitting(true); + setError(null); + + try { + const res = await fetch( + `/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}`, + { + method: "PATCH", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ columnMapping: mapping }), + } + ); + + if (!res.ok) { + const data = await res.json().catch(() => ({})); + throw new Error(data.msg ?? "Failed to save mapping."); + } + + router.push(`/portfolio/${portfolioId}/bulk-upload/${uploadId}`); + } catch (err) { + setError(err instanceof Error ? err.message : "Something went wrong."); + setSubmitting(false); + } + } + + return ( +
+ {/* Breadcrumb + step */} +
+

+ Bulk Uploads › Column Remapper +

+
+ + Step 2 of 3 + +
+ {[1, 2, 3].map((s) => ( +
+ ))} +
+
+
+ + {/* Header */} +
+

+ Column Remapper +

+

+ Align your spreadsheet headers with our internal property data structure to + ensure accurate address processing. +

+
+ + {/* Table */} +
+ {/* Column headers */} +
+ + Spreadsheet Header + + + + Internal Field Mapping + + + Status + +
+ + {sourceHeaders.length === 0 ? ( +
+ No headers found in this file. +
+ ) : ( +
+ {sourceHeaders.map((header) => { + const value = mapping[header] ?? "skip"; + const isMapped = value !== "skip"; + return ( +
+ {/* Source header */} +
+
+ +
+
+

{header}

+

Source column

+
+
+ + {/* Arrow */} +
+ +
+ + {/* Dropdown */} +
+ +
+ + {/* Status badge */} +
+ + + {isMapped ? "Mapped" : "Skipped"} + +
+
+ ); + })} +
+ )} +
+ + {/* Validation error */} + {missingRequired.length > 0 && ( +

+ Required fields not yet mapped:{" "} + {missingRequired + .map((r) => INTERNAL_FIELDS.find((f) => f.value === r)?.label) + .join(", ")} +

+ )} + {error &&

{error}

} + + {/* Footer */} +
+ + + Back + + +
+ + Cancel + + +
+
+ + {/* Pro tip */} +
+

+ Pro Tip +

+

+ “Ensure your source file doesn't have blank headers. Any column mapped to + “Skip” will be ignored during import.” +

+
+
+ ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/map-columns/page.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/map-columns/page.tsx new file mode 100644 index 00000000..3ce0ac62 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/map-columns/page.tsx @@ -0,0 +1,33 @@ +import { db } from "@/app/db/db"; +import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads"; +import { eq } from "drizzle-orm"; +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; +import { redirect, notFound } from "next/navigation"; +import MapColumnsClient from "./MapColumnsClient"; + +export default async function MapColumnsPage(props: { + params: Promise<{ slug: string; uploadId: string }>; +}) { + const { slug, uploadId } = await props.params; + const session = await getServerSession(AuthOptions); + if (!session) redirect("/login"); + + const [upload] = await db + .select() + .from(bulkAddressUploads) + .where(eq(bulkAddressUploads.id, uploadId)) + .limit(1); + + if (!upload) notFound(); + + return ( + + ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx new file mode 100644 index 00000000..3955a571 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/[uploadId]/page.tsx @@ -0,0 +1,137 @@ +"use server"; + +import { db } from "@/app/db/db"; +import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads"; +import { eq } from "drizzle-orm"; +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; +import { redirect, notFound } from "next/navigation"; +import Link from "next/link"; +import { + ArrowLeftIcon, + ArrowRightIcon, + CheckCircleIcon, + ClockIcon, + ExclamationCircleIcon, + ArrowPathIcon, +} from "@heroicons/react/24/outline"; + +function formatDate(date: Date) { + return new Intl.DateTimeFormat("en-GB", { + day: "2-digit", + month: "short", + year: "numeric", + hour: "2-digit", + minute: "2-digit", + }).format(date); +} + +const STATUS_CONFIG = { + ready_for_processing: { + icon: ClockIcon, + iconBg: "bg-amber-50", + iconColor: "text-amber-500", + title: "Awaiting column mapping", + body: "Map your spreadsheet columns to our internal fields before processing can begin.", + cta: true, + }, + mapping_complete: { + icon: CheckCircleIcon, + iconBg: "bg-blue-50", + iconColor: "text-blue-500", + title: "Queued for processing", + body: "Column mapping saved. Your file is queued and will be processed shortly.", + cta: false, + }, + processing: { + icon: ArrowPathIcon, + iconBg: "bg-blue-50", + iconColor: "text-blue-500", + title: "Processing…", + body: "Your file is currently being processed. This may take a few minutes.", + cta: false, + }, + complete: { + icon: CheckCircleIcon, + iconBg: "bg-green-50", + iconColor: "text-green-500", + title: "Processing complete", + body: "All addresses have been imported into your portfolio.", + cta: false, + }, + failed: { + icon: ExclamationCircleIcon, + iconBg: "bg-red-50", + iconColor: "text-red-500", + title: "Processing failed", + body: "Something went wrong during processing. Contact a Domna representative for assistance.", + cta: false, + }, +} as const; + +export default async function BulkUploadDetailPage(props: { + params: Promise<{ slug: string; uploadId: string }>; +}) { + const { slug, uploadId } = await props.params; + const session = await getServerSession(AuthOptions); + if (!session) redirect("/login"); + + const [upload] = await db + .select() + .from(bulkAddressUploads) + .where(eq(bulkAddressUploads.id, uploadId)) + .limit(1); + + if (!upload) notFound(); + + const statusKey = upload.status as keyof typeof STATUS_CONFIG; + const config = STATUS_CONFIG[statusKey] ?? STATUS_CONFIG.ready_for_processing; + const Icon = config.icon; + + return ( +
+ {/* Back */} + + + Back to uploads + + + {/* Header */} +
+

+ Bulk Upload +

+

+ {upload.filename} +

+

Uploaded {formatDate(upload.createdAt)}

+
+ + {/* Status card */} +
+
+
+ +
+
+

{config.title}

+

{config.body}

+ {config.cta && ( + + Map Columns + + + )} +
+
+
+ +
+ ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/bulk-upload/page.tsx b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/page.tsx new file mode 100644 index 00000000..cc5a9496 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/bulk-upload/page.tsx @@ -0,0 +1,143 @@ +"use server"; + +import { db } from "@/app/db/db"; +import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads"; +import { eq, desc } from "drizzle-orm"; +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; +import { redirect } from "next/navigation"; +import Link from "next/link"; +import { + ArrowRightIcon, + DocumentTextIcon, + CloudArrowUpIcon, +} from "@heroicons/react/24/outline"; + +const STATUS_LABELS: Record = { + ready_for_processing: { label: "Ready", classes: "bg-amber-100 text-amber-700" }, + processing: { label: "Processing", classes: "bg-blue-100 text-blue-700" }, + complete: { label: "Complete", classes: "bg-green-100 text-green-700" }, + failed: { label: "Failed", classes: "bg-red-100 text-red-700" }, +}; + +function formatDate(date: Date) { + return new Intl.DateTimeFormat("en-GB", { + day: "2-digit", + month: "short", + year: "numeric", + hour: "2-digit", + minute: "2-digit", + }).format(date); +} + +export default async function BulkUploadListPage(props: { + params: Promise<{ slug: string }>; +}) { + const { slug } = await props.params; + const session = await getServerSession(AuthOptions); + if (!session) redirect("/login"); + + const uploads = await db + .select() + .from(bulkAddressUploads) + .where(eq(bulkAddressUploads.portfolioId, slug)) + .orderBy(desc(bulkAddressUploads.createdAt)); + + return ( +
+ {/* Header */} +
+

+ Portfolio › Bulk Uploads +

+

+ Batch Uploads +

+

+ Select an upload to continue processing, or start a new import. +

+
+ + {uploads.length === 0 ? ( + /* Empty state */ +
+
+ +
+

No uploads yet

+

+ Use the Bulk Upload button on your portfolio to get started. +

+
+ ) : ( + /* Upload list */ +
+ {/* Column headers */} +
+ + File + + + Uploaded + + + Status + + +
+ + {uploads.map((upload) => { + const status = STATUS_LABELS[upload.status] ?? { + label: upload.status, + classes: "bg-gray-100 text-gray-600", + }; + return ( + + {/* Filename */} +
+
+ +
+
+

+ {upload.filename} +

+

+ {upload.s3Key.split("/").pop()} +

+
+
+ + {/* Date */} +
+

+ {formatDate(upload.createdAt)} +

+
+ + {/* Status badge */} +
+ + + {status.label} + +
+ + {/* Arrow */} +
+ +
+ + ); + })} +
+ )} +
+ ); +} From 6e8cd56159f7ab7981470eaf269e5a03735559cf Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Thu, 16 Apr 2026 21:12:12 +0000 Subject: [PATCH 05/43] initial set up for installer and client input capabilities --- src/app/db/migrations/meta/_journal.json | 2 +- src/app/db/schema/portfolio.ts | 37 ++++++++++ src/app/db/schema/recommendations.ts | 7 ++ src/app/db/schema/uploaded_files.ts | 29 +++++++- .../(portfolio)/settings/user-access/page.tsx | 2 + .../your-projects/live/LiveTracker.tsx | 51 +++++++++++++- .../(portfolio)/your-projects/live/page.tsx | 68 ++++++++++++++++++- .../your-projects/live/transforms.ts | 2 +- .../(portfolio)/your-projects/live/types.ts | 11 +++ 9 files changed, 198 insertions(+), 11 deletions(-) diff --git a/src/app/db/migrations/meta/_journal.json b/src/app/db/migrations/meta/_journal.json index 9436ff4e..9309f692 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1193,4 +1193,4 @@ "breakpoints": true } ] -} \ No newline at end of file +} diff --git a/src/app/db/schema/portfolio.ts b/src/app/db/schema/portfolio.ts index 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/recommendations.ts b/src/app/db/schema/recommendations.ts index 3ffdff24..2cef2bd3 100644 --- a/src/app/db/schema/recommendations.ts +++ b/src/app/db/schema/recommendations.ts @@ -58,6 +58,13 @@ export const measureTypeEnum = pgEnum("measure_type", [ // Other fabric / hot water "hot_water_tank_insulation", "sealing_open_fireplace", + + // Contractor workflow measures + "damp_mould", + "door_undercut", + "extractor_fan", + "loft_board", + "trickle_vent", ]); export const recommendation = pgTable( diff --git a/src/app/db/schema/uploaded_files.ts b/src/app/db/schema/uploaded_files.ts index 18d99a07..abf2fa1d 100644 --- a/src/app/db/schema/uploaded_files.ts +++ b/src/app/db/schema/uploaded_files.ts @@ -1,6 +1,8 @@ import { bigint, bigserial, pgEnum, pgTable, text, timestamp } from "drizzle-orm/pg-core"; +import { user } from "./users"; export const fileType = pgEnum("file_type", [ + // Survey documents (existing) "photo_pack", "site_note", "rd_sap_site_note", @@ -12,14 +14,33 @@ export const fileType = pgEnum("file_type", [ "pas_2023_occupancy", "ecmk_site_note", "ecmk_rd_sap_site_note", - "ecmk_survey_xml" + "ecmk_survey_xml", + // Contractor install documentation + "pre_photo", + "mid_photo", + "post_photo", + "pre_installation_building_inspection", + "claim_of_compliance", + "handover_pack", + "insurance_guarantee", + "installer_qualifications", + "mcs_compliance_certificate", + "minor_works_electrical_certificate", + "point_of_work_risk_assessment", + "installer_feedback", + "workmanship_warranty", + "g98_notification", + "certificate_of_conformity", + "ventilation_assessment_checklist", + "contractor_other", ]); export const fileSource = pgEnum("file_source", [ "pas hub", "sharepoint", "hubspot", - "ecmk" + "ecmk", + "contractor", ]); export const uploadedFiles = pgTable( @@ -36,6 +57,8 @@ export const uploadedFiles = pgTable( hubsotDealId: text("hubspot_deal_id"), hubspotListingId: bigint("hubspot_listing_id", { mode: "bigint" }), fileType: fileType("file_type"), - source: fileSource("file_source") + source: fileSource("file_source"), + measureName: text("measure_name"), + uploadedBy: bigint("uploaded_by", { mode: "bigint" }).references(() => user.id), } ); \ No newline at end of file diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/user-access/page.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/user-access/page.tsx index 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/LiveTracker.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx index 502bd71d..a9138abf 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx @@ -9,10 +9,11 @@ import { TabsTrigger, } from "@/app/shadcn_components/ui/tabs"; import { Card, CardContent } from "@/app/shadcn_components/ui/card"; -import { BarChart2, Table2, FolderOpen } from "lucide-react"; +import { BarChart2, Table2, FolderOpen, Wrench } from "lucide-react"; import DrillDownTable from "./DrillDownTable"; import PropertyTable from "./PropertyTable"; import DocumentTable from "./DocumentTable"; +import MeasuresTable from "./MeasuresTable"; import type { HubspotDeal } from "./types"; import PropertyDrawer from "./PropertyDrawer"; import PropertyDetailDrawer from "./PropertyDetailDrawer"; @@ -30,9 +31,12 @@ export default function LiveTracker({ totalDeals, majorConditionDeals, docStatusMap, + userCapability, + approvalsByDeal, + portfolioId, }: LiveTrackerProps) { // ── Tab state ──────────────────────────────────────────────────────── - const [activeTab, setActiveTab] = useState<"analytics" | "properties" | "documents">( + const [activeTab, setActiveTab] = useState<"analytics" | "properties" | "documents" | "measures">( "analytics", ); @@ -94,7 +98,7 @@ export default function LiveTracker({
setActiveTab(v as "analytics" | "properties" | "documents")} + onValueChange={(v) => setActiveTab(v as "analytics" | "properties" | "documents" | "measures")} > {/* Tab bar */} @@ -119,6 +123,13 @@ export default function LiveTracker({ Document Management + + + Measures + {/* Analytics tab */} @@ -207,6 +218,40 @@ export default function LiveTracker({ />
+ + {/* Measures tab */} + +
+ {projects.length > 1 && ( +
+ Project: + +
+ )} + +
+ {/* ── Drill-down table modal ─────────────────────────────────────── */} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx index f7002fc1..1a8fc5ef 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx @@ -1,7 +1,7 @@ import { getServerSession } from "next-auth"; import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; import { redirect } from "next/navigation"; -import { eq, inArray } from "drizzle-orm"; +import { and, eq, inArray } from "drizzle-orm"; import LiveTracker from "./LiveTracker"; import { computeLiveTrackerData } from "./transforms"; import { db } from "@/app/db/db"; @@ -9,7 +9,10 @@ import { hubspotDealData } from "@/app/db/schema/crm/hubspot_deal_table"; import { uploadedFiles } from "@/app/db/schema/uploaded_files"; import { portfolioOrganisation } from "@/app/db/schema/portfolio_organisation"; import { organisation } from "@/app/db/schema/organisation"; -import type { HubspotDeal, DocStatusMap, DocStatus } from "./types"; +import { portfolioCapabilities } from "@/app/db/schema/portfolio"; +import { dealApprovals, dealApprovedMeasures } from "@/app/db/schema/approvals"; +import { user as userTable } from "@/app/db/schema/users"; +import type { HubspotDeal, DocStatusMap, DocStatus, PortfolioCapabilityType, ApprovalsByDeal } from "./types"; import { EXPECTED_SURVEY_DOC_TYPES } from "./types"; import type { InferSelectModel } from "drizzle-orm"; import { Card, CardContent } from "@/app/shadcn_components/ui/card"; @@ -120,6 +123,59 @@ export default async function LiveReportingPage(props: { const deals = rawDeals.map(mapDbRowToHubspotDeal); const trackerData = computeLiveTrackerData(deals); + // Fetch current user's portfolio capability (approver / contractor) + let userCapability: PortfolioCapabilityType = null; + const userEmail = user?.user?.email; + if (userEmail) { + const userRow = await db + .select({ id: userTable.id }) + .from(userTable) + .where(eq(userTable.email, userEmail)) + .limit(1); + + if (userRow[0]) { + const capRow = await db + .select({ capability: portfolioCapabilities.capability }) + .from(portfolioCapabilities) + .where( + and( + eq(portfolioCapabilities.portfolioId, BigInt(portfolioId)), + eq(portfolioCapabilities.userId, userRow[0].id), + ), + ) + .limit(1); + userCapability = (capRow[0]?.capability as PortfolioCapabilityType) ?? null; + } + } + + // Fetch deal approvals for all deals in scope + const approvalsByDeal: ApprovalsByDeal = {}; + const dealIds = deals.map((d) => d.dealId).filter(Boolean); + if (dealIds.length > 0) { + const approvalRows = await db + .select({ id: dealApprovals.id, hubspotDealId: dealApprovals.hubspotDealId }) + .from(dealApprovals) + .where(inArray(dealApprovals.hubspotDealId, dealIds)); + + if (approvalRows.length > 0) { + const approvalIds = approvalRows.map((a) => a.id); + const measureRows = await db + .select({ + dealApprovalId: dealApprovedMeasures.dealApprovalId, + measureName: dealApprovedMeasures.measureName, + }) + .from(dealApprovedMeasures) + .where(inArray(dealApprovedMeasures.dealApprovalId, approvalIds)); + + const approvalById = new Map(approvalRows.map((a) => [a.id.toString(), a.hubspotDealId])); + for (const m of measureRows) { + const dealId = approvalById.get(m.dealApprovalId.toString()); + if (!dealId) continue; + (approvalsByDeal[dealId] ??= []).push(m.measureName); + } + } + } + // Fetch survey document status for all properties const uprnList = deals .map((d) => d.uprn) @@ -158,7 +214,13 @@ export default async function LiveReportingPage(props: { return (
{pageHeader} - +
); } diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts index fe1da877..b829c914 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts @@ -375,7 +375,7 @@ export function computeOutcomeSlices(deals: ClassifiedDeal[]): OutcomeSlice[] { // ----------------------------------------------------------------------- export function computeLiveTrackerData( rawDeals: HubspotDeal[] -): Omit { +): Omit { // Classify all deals (add displayStage field) const classified = classifyDeals(rawDeals); diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts index 40fa764f..ac808ce4 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts @@ -161,6 +161,14 @@ export type ProjectData = { allDeals: ClassifiedDeal[]; // for table drill-downs within project }; +// ----------------------------------------------------------------------- +// Portfolio capability for the current viewing user +// ----------------------------------------------------------------------- +export type PortfolioCapabilityType = "approver" | "contractor" | null; + +// Approved measure names per HubSpot deal ID +export type ApprovalsByDeal = Record; + // ----------------------------------------------------------------------- // Top-level props for LiveTracker (client root) // ----------------------------------------------------------------------- @@ -169,6 +177,9 @@ export type LiveTrackerProps = { totalDeals: number; majorConditionDeals: ClassifiedDeal[]; // for Awaab's Law card docStatusMap: DocStatusMap; + userCapability: PortfolioCapabilityType; + approvalsByDeal: ApprovalsByDeal; + portfolioId: string; }; // ----------------------------------------------------------------------- From c6bd99c980df72aa11e1b35ba7f23a645c71f5db Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Thu, 16 Apr 2026 21:13:35 +0000 Subject: [PATCH 06/43] adding missing files --- .../[portfolioId]/approvals/route.ts | 191 ++++++++++ .../[portfolioId]/capabilities/route.ts | 171 +++++++++ .../api/upload/contractor-install/route.ts | 68 ++++ src/app/db/schema/approvals.ts | 54 +++ .../(portfolio)/settings/CapabilitiesCard.tsx | 230 ++++++++++++ .../your-projects/live/InstallUploadModal.tsx | 272 ++++++++++++++ .../your-projects/live/MeasuresTable.tsx | 355 ++++++++++++++++++ 7 files changed, 1341 insertions(+) create mode 100644 src/app/api/portfolio/[portfolioId]/approvals/route.ts create mode 100644 src/app/api/portfolio/[portfolioId]/capabilities/route.ts create mode 100644 src/app/api/upload/contractor-install/route.ts create mode 100644 src/app/db/schema/approvals.ts create mode 100644 src/app/portfolio/[slug]/(portfolio)/settings/CapabilitiesCard.tsx create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/InstallUploadModal.tsx create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx diff --git a/src/app/api/portfolio/[portfolioId]/approvals/route.ts b/src/app/api/portfolio/[portfolioId]/approvals/route.ts new file mode 100644 index 00000000..4ca7dac1 --- /dev/null +++ b/src/app/api/portfolio/[portfolioId]/approvals/route.ts @@ -0,0 +1,191 @@ +import { db } from "@/app/db/db"; +import { NextRequest, NextResponse } from "next/server"; +import { dealApprovals, dealApprovedMeasures } from "@/app/db/schema/approvals"; +import { + portfolioCapabilities, + portfolioUsers, +} from "@/app/db/schema/portfolio"; +import { user } from "@/app/db/schema/users"; +import { and, eq, inArray } from "drizzle-orm"; +import { z } from "zod"; +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; + +async function getRequestingUserId(email: string): Promise { + const rows = await db + .select({ id: user.id }) + .from(user) + .where(eq(user.email, email)) + .limit(1); + return rows[0]?.id ?? null; +} + +async function hasApproverCapability( + portfolioId: bigint, + userId: bigint, +): Promise { + const rows = await db + .select({ id: portfolioCapabilities.id }) + .from(portfolioCapabilities) + .where( + and( + eq(portfolioCapabilities.portfolioId, portfolioId), + eq(portfolioCapabilities.userId, userId), + eq(portfolioCapabilities.capability, "approver"), + ), + ) + .limit(1); + return rows.length > 0; +} + +// GET — return all approved measures grouped by hubspot deal id +// Query param: dealIds (comma-separated) +export async function GET( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const { portfolioId } = await props.params; + const url = new URL(req.url); + const dealIdsParam = url.searchParams.get("dealIds"); + + if (!dealIdsParam) { + return NextResponse.json({}); + } + + const dealIds = dealIdsParam.split(",").filter(Boolean); + if (dealIds.length === 0) { + return NextResponse.json({}); + } + + try { + // Fetch most recent approval per deal + its measures + const approvals = await db + .select({ + id: dealApprovals.id, + hubspotDealId: dealApprovals.hubspotDealId, + approvedAt: dealApprovals.approvedAt, + }) + .from(dealApprovals) + .where(inArray(dealApprovals.hubspotDealId, dealIds)); + + if (approvals.length === 0) { + return NextResponse.json({}); + } + + const approvalIds = approvals.map((a) => a.id); + const measures = await db + .select({ + dealApprovalId: dealApprovedMeasures.dealApprovalId, + measureName: dealApprovedMeasures.measureName, + }) + .from(dealApprovedMeasures) + .where(inArray(dealApprovedMeasures.dealApprovalId, approvalIds)); + + // Build map: dealId -> approved measure names[] + const approvalById = new Map(approvals.map((a) => [a.id.toString(), a])); + const result: Record = {}; + + for (const m of measures) { + const approval = approvalById.get(m.dealApprovalId.toString()); + if (!approval) continue; + const dealId = approval.hubspotDealId; + if (!result[dealId]) result[dealId] = []; + result[dealId].push(m.measureName); + } + + return NextResponse.json(result); + } catch (err) { + console.error("GET /approvals error:", err); + return NextResponse.json( + { error: "Failed to fetch approvals" }, + { status: 500 }, + ); + } +} + +// POST — save approvals for one or more deals (replaces previous approvals) +export async function POST( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const session = await getServerSession(AuthOptions); + if (!session?.user?.email) { + return NextResponse.json({ error: "Unauthorised" }, { status: 401 }); + } + + const { portfolioId } = await props.params; + const pId = BigInt(portfolioId); + + const userId = await getRequestingUserId(session.user.email); + if (!userId) { + return NextResponse.json({ error: "User not found" }, { status: 404 }); + } + + const isApprover = await hasApproverCapability(pId, userId); + if (!isApprover) { + return NextResponse.json({ error: "Forbidden" }, { status: 403 }); + } + + const bodySchema = z.object({ + deals: z.array( + z.object({ + hubspotDealId: z.string(), + approvedMeasures: z.array(z.string()), + }), + ), + }); + + let body: z.infer; + try { + body = bodySchema.parse(await req.json()); + } catch { + return NextResponse.json({ error: "Invalid body" }, { status: 400 }); + } + + try { + for (const deal of body.deals) { + // Delete previous approvals for this deal (replace approach) + const existing = await db + .select({ id: dealApprovals.id }) + .from(dealApprovals) + .where(eq(dealApprovals.hubspotDealId, deal.hubspotDealId)); + + if (existing.length > 0) { + const existingIds = existing.map((e) => e.id); + await db + .delete(dealApprovedMeasures) + .where(inArray(dealApprovedMeasures.dealApprovalId, existingIds)); + await db + .delete(dealApprovals) + .where(inArray(dealApprovals.id, existingIds)); + } + + if (deal.approvedMeasures.length === 0) continue; + + // Insert new approval session + const [approval] = await db + .insert(dealApprovals) + .values({ + hubspotDealId: deal.hubspotDealId, + approvedBy: userId, + }) + .returning({ id: dealApprovals.id }); + + // Insert individual approved measures (stored as free text matching HubSpot proposedMeasures) + await db.insert(dealApprovedMeasures).values( + deal.approvedMeasures.map((m) => ({ + dealApprovalId: approval.id, + measureName: m, + })), + ); + } + + return NextResponse.json({ success: true }); + } catch (err) { + console.error("POST /approvals error:", err); + return NextResponse.json( + { error: "Failed to save approvals" }, + { status: 500 }, + ); + } +} diff --git a/src/app/api/portfolio/[portfolioId]/capabilities/route.ts b/src/app/api/portfolio/[portfolioId]/capabilities/route.ts new file mode 100644 index 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/upload/contractor-install/route.ts b/src/app/api/upload/contractor-install/route.ts new file mode 100644 index 00000000..ea05d4bc --- /dev/null +++ b/src/app/api/upload/contractor-install/route.ts @@ -0,0 +1,68 @@ +import { db } from "@/app/db/db"; +import { NextRequest, NextResponse } from "next/server"; +import { uploadedFiles } from "@/app/db/schema/uploaded_files"; +import { user } from "@/app/db/schema/users"; +import { eq } from "drizzle-orm"; +import { z } from "zod"; +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; + +// POST — record a contractor install document in uploaded_files +export async function POST(req: NextRequest) { + const session = await getServerSession(AuthOptions); + if (!session?.user?.email) { + return NextResponse.json({ error: "Unauthorised" }, { status: 401 }); + } + + const bodySchema = z.object({ + s3FileKey: z.string(), + s3FileBucket: z.string(), + fileType: z.string(), + measureName: z.string().optional(), + uprn: z.string().optional(), + hubspotDealId: z.string().optional(), + landlordPropertyId: z.string().optional(), + }); + + let body: z.infer; + try { + body = bodySchema.parse(await req.json()); + } catch { + return NextResponse.json({ error: "Invalid body" }, { status: 400 }); + } + + try { + // Resolve uploader's user ID + const userRow = await db + .select({ id: user.id }) + .from(user) + .where(eq(user.email, session.user.email)) + .limit(1); + + const uploadedBy = userRow[0]?.id ?? null; + + const [inserted] = await db + .insert(uploadedFiles) + .values({ + s3FileBucket: body.s3FileBucket, + s3FileKey: body.s3FileKey, + s3UploadTimestamp: new Date(), + fileType: body.fileType as any, + source: "contractor", + measureName: body.measureName ?? null, + uploadedBy: uploadedBy ?? undefined, + uprn: body.uprn ? BigInt(body.uprn) : undefined, + hubsotDealId: body.hubspotDealId ?? null, + landlordPropertyId: body.landlordPropertyId ?? null, + }) + .returning({ id: uploadedFiles.id }); + + return NextResponse.json({ id: inserted.id.toString() }, { status: 201 }); + } catch (err) { + console.error("POST /upload/contractor-install error:", err); + return NextResponse.json( + { error: "Failed to record upload" }, + { status: 500 }, + ); + } +} diff --git a/src/app/db/schema/approvals.ts b/src/app/db/schema/approvals.ts new file mode 100644 index 00000000..92031500 --- /dev/null +++ b/src/app/db/schema/approvals.ts @@ -0,0 +1,54 @@ +import { + bigserial, + text, + timestamp, + pgTable, + bigint, + index, +} from "drizzle-orm/pg-core"; +import { user } from "./users"; +import { InferModel } from "drizzle-orm"; + +export const dealApprovals = pgTable( + "deal_approvals", + { + id: bigserial("id", { mode: "bigint" }).primaryKey(), + hubspotDealId: text("hubspot_deal_id").notNull(), + approvedBy: bigint("approved_by", { mode: "bigint" }) + .notNull() + .references(() => user.id), + approvedAt: timestamp("approved_at", { withTimezone: true }) + .defaultNow() + .notNull(), + notes: text("notes"), + createdAt: timestamp("created_at", { withTimezone: true }) + .defaultNow() + .notNull(), + }, + (table) => [index("idx_deal_approvals_deal_id").on(table.hubspotDealId)], +); + +export const dealApprovedMeasures = pgTable( + "deal_approved_measures", + { + id: bigserial("id", { mode: "bigint" }).primaryKey(), + dealApprovalId: bigint("deal_approval_id", { mode: "bigint" }) + .notNull() + .references(() => dealApprovals.id, { onDelete: "cascade" }), + // Stored as text to match free-text proposedMeasures from HubSpot + measureName: text("measure_name").notNull(), + createdAt: timestamp("created_at", { withTimezone: true }) + .defaultNow() + .notNull(), + }, + (table) => [ + index("idx_deal_approved_measures_approval_id").on(table.dealApprovalId), + ], +); + +export type DealApproval = InferModel; +export type NewDealApproval = InferModel; +export type DealApprovedMeasure = InferModel< + typeof dealApprovedMeasures, + "select" +>; diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/CapabilitiesCard.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/CapabilitiesCard.tsx new file mode 100644 index 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)/your-projects/live/InstallUploadModal.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/InstallUploadModal.tsx new file mode 100644 index 00000000..d7c83bf1 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/InstallUploadModal.tsx @@ -0,0 +1,272 @@ +"use client"; + +import { useState } from "react"; +import { + Dialog, + DialogContent, + DialogHeader, + DialogTitle, + DialogDescription, + DialogFooter, +} from "@/app/shadcn_components/ui/dialog"; +import { Button } from "@/app/shadcn_components/ui/button"; +import { Input } from "@/app/shadcn_components/ui/input"; +import { + Select, + SelectContent, + SelectGroup, + SelectItem, + SelectLabel, + SelectTrigger, + SelectValue, +} from "@/app/shadcn_components/ui/select"; +import { uploadFileToS3 } from "@/app/utils/s3"; +import type { ClassifiedDeal } from "./types"; + +type Props = { + deal: ClassifiedDeal; + onClose: () => void; +}; + +// Contractor-specific file type options grouped for the UI +const FILE_TYPE_OPTIONS: { value: string; label: string; group: string }[] = [ + // Install photos + { value: "pre_photo", label: "Pre Photo", group: "Install Photos" }, + { value: "mid_photo", label: "Mid Photo", group: "Install Photos" }, + { value: "post_photo", label: "Post Photo", group: "Install Photos" }, + // Pre-installation + { value: "pre_installation_building_inspection", label: "Pre-Installation Building Inspection (PIBI)", group: "Pre-Installation" }, + { value: "point_of_work_risk_assessment", label: "Point of Work Risk Assessment", group: "Pre-Installation" }, + // Compliance + { value: "claim_of_compliance", label: "Claim of Compliance (PAS 2030)", group: "Compliance" }, + { value: "mcs_compliance_certificate", label: "MCS Compliance Certificate", group: "Compliance" }, + { value: "certificate_of_conformity", label: "Certificate of Conformity", group: "Compliance" }, + { value: "minor_works_electrical_certificate", label: "Minor Works Electrical Certificate", group: "Compliance" }, + // Handover + { value: "handover_pack", label: "Handover Documents / Pack", group: "Handover" }, + { value: "workmanship_warranty", label: "Workmanship Warranty", group: "Handover" }, + { value: "insurance_guarantee", label: "Insurance Backed Guarantee (IBG)", group: "Handover" }, + { value: "g98_notification", label: "G98 / G99 Notification", group: "Handover" }, + { value: "ventilation_assessment_checklist", label: "Ventilation Assessment Checklist", group: "Handover" }, + // Qualifications + { value: "installer_qualifications", label: "Installer Qualifications", group: "Qualifications" }, + { value: "installer_feedback", label: "Installer Feedback", group: "Other" }, + { value: "contractor_other", label: "Other", group: "Other" }, +]; + +const FILE_TYPE_GROUPS = [ + "Install Photos", + "Pre-Installation", + "Compliance", + "Handover", + "Qualifications", + "Other", +]; + +function parseMeasures(raw: string | null | undefined): string[] { + if (!raw) return []; + return raw.split(",").map((m) => m.trim()).filter(Boolean); +} + +function contentTypeFor(ext: string): string { + const e = ext.toLowerCase(); + if (e === "pdf") return "application/pdf"; + if (e === "xml") return "application/xml"; + if (["jpg", "jpeg"].includes(e)) return "image/jpeg"; + if (e === "png") return "image/png"; + return "application/octet-stream"; +} + +async function getPresignedUrl(path: string, contentType: string): Promise { + const res = await fetch("/api/upload/retrofit-energy-assessments", { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ path, contentType, expiresInSeconds: 300 }), + }); + if (!res.ok) throw new Error("Failed to get presigned URL"); + const { url } = await res.json(); + return url; +} + +async function recordUpload(payload: { + s3FileKey: string; + s3FileBucket: string; + fileType: string; + measureName?: string; + uprn?: string; + hubspotDealId?: string; + landlordPropertyId?: string; +}) { + const res = await fetch("/api/upload/contractor-install", { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify(payload), + }); + if (!res.ok) throw new Error("Failed to record upload"); +} + +export default function InstallUploadModal({ deal, onClose }: Props) { + const measures = parseMeasures(deal.proposedMeasures); + const [file, setFile] = useState(null); + const [selectedMeasure, setSelectedMeasure] = useState( + measures[0] ?? "", + ); + const [selectedDocType, setSelectedDocType] = useState(""); + const [submitting, setSubmitting] = useState(false); + const [error, setError] = useState(null); + + function handleFileChange(e: React.ChangeEvent) { + const f = e.target.files?.[0] ?? null; + setFile(f); + setError(null); + } + + async function handleUpload() { + if (!file || !selectedDocType) return; + setSubmitting(true); + setError(null); + + try { + const timestamp = new Date() + .toISOString() + .replace(/[-:]/g, "") + .replace("T", "_") + .split(".")[0]; + const ext = (file.name.split(".").pop() || "bin").toLowerCase(); + const ct = contentTypeFor(ext); + + const s3Key = `contractor-install/${deal.dealId}/${selectedDocType}/${timestamp}.${ext}`; + + const presignedUrl = await getPresignedUrl(s3Key, ct); + + await uploadFileToS3({ presignedUrl, file, contentType: ct }); + + // Extract bucket from presigned URL (format: https://bucket.s3.region.amazonaws.com/...) + const urlObj = new URL(presignedUrl); + const bucket = urlObj.hostname.split(".")[0]; + + await recordUpload({ + s3FileKey: s3Key, + s3FileBucket: bucket, + fileType: selectedDocType, + measureName: selectedMeasure || undefined, + uprn: deal.uprn ?? undefined, + hubspotDealId: deal.dealId, + landlordPropertyId: deal.landlordPropertyId ?? undefined, + }); + + onClose(); + } catch (err) { + console.error(err); + setError("Upload failed. Please try again."); + } finally { + setSubmitting(false); + } + } + + const canUpload = !!file && !!selectedDocType && !submitting; + + return ( + + + + Upload Install Documentation + + Upload a document for{" "} + {deal.dealname ?? deal.landlordPropertyId ?? deal.dealId}. + Select the relevant measure and document type before uploading. + + + +
+ {/* Measure selector */} + {measures.length > 0 && ( +
+ + +
+ )} + + {/* Document type selector */} +
+ + +
+ + {/* File picker */} +
+ + +

+ PDF, JPG, or PNG accepted. +

+
+ + {error && ( +

+ {error} +

+ )} +
+ + + + + + + + ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx new file mode 100644 index 00000000..2aa61f5f --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx @@ -0,0 +1,355 @@ +"use client"; + +import { useMemo, useState } from "react"; +import { useMutation, useQueryClient } from "@tanstack/react-query"; +import { + Table, + TableBody, + TableCell, + TableHead, + TableHeader, + TableRow, +} from "@/app/shadcn_components/ui/table"; +import { Input } from "@/app/shadcn_components/ui/input"; +import { Button } from "@/app/shadcn_components/ui/button"; +import { Badge } from "@/app/shadcn_components/ui/badge"; +import { Checkbox } from "@/app/shadcn_components/ui/checkbox"; +import { Search, Upload, Save } from "lucide-react"; +import { STAGE_COLORS } from "./types"; +import type { ClassifiedDeal, PortfolioCapabilityType, ApprovalsByDeal } from "./types"; +import InstallUploadModal from "./InstallUploadModal"; + +type Props = { + data: ClassifiedDeal[]; + userCapability: PortfolioCapabilityType; + approvalsByDeal: ApprovalsByDeal; + portfolioId: string; +}; + +function parseMeasures(raw: string | null | undefined): string[] { + if (!raw) return []; + return raw + .split(",") + .map((m) => m.trim()) + .filter(Boolean); +} + +function ApprovalStatus({ + proposed, + approved, +}: { + proposed: string[]; + approved: string[]; +}) { + if (proposed.length === 0) return null; + const approvedSet = new Set(approved); + const approvedCount = proposed.filter((m) => approvedSet.has(m)).length; + + if (approvedCount === 0) { + return ( + + Pending + + ); + } + if (approvedCount === proposed.length) { + return ( + + Fully Approved + + ); + } + return ( + + {approvedCount}/{proposed.length} Approved + + ); +} + +async function saveApprovals( + portfolioId: string, + deals: { hubspotDealId: string; approvedMeasures: string[] }[], +) { + const res = await fetch(`/api/portfolio/${portfolioId}/approvals`, { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ deals }), + }); + if (!res.ok) throw new Error("Failed to save approvals"); +} + +export default function MeasuresTable({ + data, + userCapability, + approvalsByDeal, + portfolioId, +}: Props) { + const [search, setSearch] = useState(""); + const [pendingChanges, setPendingChanges] = useState< + Record> + >({}); + const [uploadDeal, setUploadDeal] = useState(null); + const [savedApprovals, setSavedApprovals] = + useState(approvalsByDeal); + + // Filter to only properties with proposed measures + const dealsWithMeasures = useMemo( + () => data.filter((d) => d.proposedMeasures), + [data], + ); + + const filtered = useMemo(() => { + const q = search.toLowerCase(); + if (!q) return dealsWithMeasures; + return dealsWithMeasures.filter( + (d) => + d.dealname?.toLowerCase().includes(q) || + d.landlordPropertyId?.toLowerCase().includes(q) || + d.proposedMeasures?.toLowerCase().includes(q), + ); + }, [dealsWithMeasures, search]); + + const hasPendingChanges = Object.keys(pendingChanges).length > 0; + + const saveMutation = useMutation({ + mutationFn: () => { + const deals = Object.entries(pendingChanges).map(([dealId, measures]) => ({ + hubspotDealId: dealId, + approvedMeasures: Array.from(measures), + })); + return saveApprovals(portfolioId, deals); + }, + onSuccess: () => { + // Merge pending changes into saved approvals + setSavedApprovals((prev) => { + const next = { ...prev }; + for (const [dealId, measures] of Object.entries(pendingChanges)) { + next[dealId] = Array.from(measures); + } + return next; + }); + setPendingChanges({}); + }, + }); + + function toggleMeasure(dealId: string, measure: string, currentApproved: string[]) { + setPendingChanges((prev) => { + // Start from either pending state or the saved state + const current = + prev[dealId] !== undefined + ? new Set(prev[dealId]) + : new Set(currentApproved); + + if (current.has(measure)) { + current.delete(measure); + } else { + current.add(measure); + } + + // If the pending set equals the saved set, remove from pending + const saved = new Set(savedApprovals[dealId] ?? []); + const setsEqual = + current.size === saved.size && [...current].every((m) => saved.has(m)); + + const next = { ...prev }; + if (setsEqual) { + delete next[dealId]; + } else { + next[dealId] = current; + } + return next; + }); + } + + if (dealsWithMeasures.length === 0) { + return ( +
+

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

+
+ ); + } + + return ( +
+ {/* Toolbar */} +
+
+ + setSearch(e.target.value)} + className="pl-9 h-9 text-sm" + /> +
+
+ + {filtered.length} of {dealsWithMeasures.length} properties + + {userCapability === "approver" && hasPendingChanges && ( + + )} +
+
+ + {/* Table */} +
+ + + + + Address + + + Stage + + + Proposed Measures + + + Status + + {userCapability === "contractor" && ( + + Actions + + )} + + + + {filtered.map((deal) => { + const proposed = parseMeasures(deal.proposedMeasures); + const approvedForDeal = + pendingChanges[deal.dealId] !== undefined + ? Array.from(pendingChanges[deal.dealId]) + : (savedApprovals[deal.dealId] ?? []); + const approvedSet = new Set(approvedForDeal); + const stageColor = STAGE_COLORS[deal.displayStage]; + const hasPending = pendingChanges[deal.dealId] !== undefined; + + return ( + + {/* Address */} + +
+ {deal.dealname ?? "—"} +
+ {deal.landlordPropertyId && ( +
+ {deal.landlordPropertyId} +
+ )} + + + {/* Stage */} + + + + {deal.displayStage} + + + + {/* Proposed measures with approval checkboxes */} + +
+ {proposed.map((measure) => { + const isApproved = approvedSet.has(measure); + if (userCapability === "approver") { + return ( + + ); + } + return ( + + {measure} + + ); + })} +
+ + + {/* Status badge */} + + + + + {/* Contractor upload button */} + {userCapability === "contractor" && ( + + + + )} + + ); + })} + +
+
+ + {/* Install upload modal */} + {uploadDeal && ( + setUploadDeal(null)} + /> + )} +
+ ); +} From 3e872e45d53dc711d05125abfbe65c6904d9e5fb Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Thu, 16 Apr 2026 21:23:34 +0000 Subject: [PATCH 07/43] added migration artefacts --- .../db/migrations/0172_kind_eddie_brock.sql | 59 + src/app/db/migrations/meta/0172_snapshot.json | 6718 +++++++++++++++++ src/app/db/migrations/meta/_journal.json | 9 +- 3 files changed, 6785 insertions(+), 1 deletion(-) create mode 100644 src/app/db/migrations/0172_kind_eddie_brock.sql create mode 100644 src/app/db/migrations/meta/0172_snapshot.json diff --git a/src/app/db/migrations/0172_kind_eddie_brock.sql b/src/app/db/migrations/0172_kind_eddie_brock.sql new file mode 100644 index 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/meta/0172_snapshot.json b/src/app/db/migrations/meta/0172_snapshot.json new file mode 100644 index 00000000..c12c56c0 --- /dev/null +++ b/src/app/db/migrations/meta/0172_snapshot.json @@ -0,0 +1,6718 @@ +{ + "id": "2cd9cc35-10bd-4523-b97a-e1db7eede798", + "prevId": 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"porch_canopy", + "chimney", + "fascia", + "soffit", + "fascia_soffit_bargeboards", + "gutters", + "store_roof", + "garage_roof", + "garage_and_store_roof", + "external_wall", + "external_noise_insulation", + "primary_wall", + "secondary_wall", + "downpipes", + "external_decoration", + "cladding", + "spandrel_panels", + "garage_walls", + "party_wall_fire_break", + "external_brickwork_pointing", + "internal_downpipes_external_area", + "external_windows", + "communal_windows", + "secondary_glazing", + "store_windows", + "garage_windows", + "garage_and_store_windows", + "external_door", + "front_door", + "rear_door", + "store_door", + "garage_door", + "garage_and_store_door", + "communal_entrance_door", + "main_door", + "block_entrance_door", + "lintel", + "patio_french_door", + "door_entry_handset", + "paths_and_hardstandings", + "parking_areas", + "boundary_walls", + "front_fencing", + "rear_fencing", + "side_fencing", + "rear_gate", + "front_gate", + "gates", + "retaining_walls", + "private_balcony", + "balcony_balustrade", + "outbuildings", + "garage_structure", + "paving", + "roads", + "soil_and_vent", + "solar_thermals", + "drop_kerb", + "outbuilding_overhaul", + "external_structural_defects", + "access_ramp", + "kitchen", + "kitchen_space_layout", + "tenant_installed_kitchen", + "kitchen_extractor_fan", + "bathroom", + "secondary_bathroom", + "secondary_toilet", + "bathroom_extractor_fan", + "additional_wc_or_whb", + "bathroom_remaining_life_source", + "kitchen_remaining_life_source", + "central_heating", + "heating_boiler", + "heating_distribution", + "secondary_heating", + "hot_water_system", + "cold_water_storage", + "heating_system", + "boiler_fuel", + "water_heating", + "programmable_heating", + "community_heating", + "gas_available", + "heat_recovery_units", + "heating_improvements", + "electrical_wiring", + "consumer_unit", + "smoke_detection", + "heat_detection", + "carbon_monoxide_detection", + "fire_door_rating", + "fire_risk_assessment", + "internal_wiring", + "electrics", + "communal_heating", + "communal_boiler", + "communal_electrics", + "communal_fire_alarm", + "communal_emergency_lighting", + "communal_door_entry", + "communal_cctv", + "communal_bin_store", + "communal_bin_store_doors", + "communal_bin_store_walls", + "communal_bin_store_roof", + "communal_refuse_chute", + "communal_floor_covering", + "communal_kitchen", + "communal_bathroom", + "communal_toilets", + "communal_gates", + "communal_lift", + "communal_passenger_lift", + "communal_balcony_walkway", + "communal_entrance", + "communal_internal_decorations", + "communal_internal_floor", + "communal_walkways", + "communal_external_doors", + "communal_stairs", + "communal_aerial", + "communal_aov", + "communal_internal_doors", + "communal_lateral_mains", + "communal_lighting", + "communal_lighting_conductor", + "communal_store_roof", + "communal_store_walls", + "communal_store_doors", + "communal_warden_call_system", + "communal_bms", + "communal_booster_pump", + "communal_dry_riser", + "communal_wet_riser", + "communal_cold_water_storage", + "communal_sprinkler", + "communal_plug_sockets", + "communal_circulation_space", + "ffhh_damp", + "ffhh_hold_and_cold_water", + "ffhh_drainage_lavatories", + "ffhh_neglected", + "ffhh_natural_light", + "ffhh_ventilation", + "ffhh_food_prep_and_washup", + "ffhh_unsafe_layout", + "ffhh_unstable_building", + "hhsrs_damp_and_mould", + "hhsrs_excess_cold", + "hhsrs_excess_heat", + "hhsrs_asbestos_and_mmf", + "hhsrs_biocides", + "hhsrs_carbon_monoxide", + "hhsrs_lead", + "hhsrs_radiation", + "hhsrs_uncombusted_fuel_gas", + "hhsrs_volatile_organic_compounds", + "hhsrs_crowding_and_space", + "hhsrs_entry_by_intruders", + "hhsrs_lighting", + "hhsrs_noise", + "hhsrs_domestic_hygiene_pests_refuse", + "hhsrs_food_safety", + "hhsrs_personal_hygiene_sanitation", + "hhsrs_water_supply", + "hhsrs_falls_associated_with_baths", + "hhsrs_falls_on_level_surfaces", + "hhsrs_falls_on_stairs", + "hhsrs_falls_between_levels", + "hhsrs_electrical_hazards", + "hhsrs_fire", + "hhsrs_flames_hot_surfaces", + "hhsrs_collision_and_entrapment", + "hhsrs_collision_hazards_low_headroom", + "hhsrs_explosions", + "hhsrs_ergonomics", + "hhsrs_structural_collapse", + "hhsrs_amenities" + ] + }, + "public.document_type": { + "name": "document_type", + "schema": "public", + "values": [ + "EPR", + "Condition Report", + "Evidence Report", + "Summary Information", + "Floor Plan", + "Scenario Draft EPC", + "Scenario Site Notes" + ] + }, + "public.scheme": { + "name": "scheme", + "schema": "public", + "values": [ + "eco4", + "gbis", + "whlg", + "none" + ] + }, + "public.inspection_archetype_2": { + "name": "inspection_archetype_2", + "schema": "public", + "values": [ + "detached", + "mid-terrace", + "enclosed mid-terrace", + "end-terrace", + "enclosed end-terrace", + "semi-detached" + ] + }, + "public.inspection_archetype": { + "name": "inspection_archetype", + "schema": "public", + "values": [ + "Bungalow", + "Flat", + "Maisonette", + "House", + "non-domestic" + ] + }, + "public.inspection_borescoped": { + "name": "inspection_borescoped", + "schema": "public", + "values": [ + "yes", + "no", + "refused" + ] + }, + "public.inspections_access_issues": { + "name": "inspections_access_issues", + "schema": "public", + "values": [ + "see notes", + "damp issues", + "foliage on walls", + "bushes against wall", + "trees around/anove property", + "high rise block flats/maisonettes", + "conservatory", + "lean-to", + "garage", + "extension", + "decking", + "shed against wall" + ] + }, + "public.inspections_cladding": { + "name": "inspections_cladding", + "schema": "public", + "values": [ + "none", + "cladded with “sufficient space to fill the wall”", + "cladded with “insufficient space to fill the wall”" + ] + }, + "public.inspections_insulation_material": { + "name": "inspections_insulation_material", + "schema": "public", + "values": [ + "empty 50-90", + "empty 100+", + "empty 30-40", + "empty less than 30", + "loose fibre/wool", + "eps/celo/king", + "fibre batts - with cavity", + "fibre batts - no cavity", + "loose bead", + "glued bead", + "formaldehyde", + "bubble wrap", + "poly chunks" + ] + }, + "public.inspections_rendered": { + "name": "inspections_rendered", + "schema": "public", + "values": [ + "no render", + "rendered with “insufficient” space between dpc and render", + "rendered with “sufficient” space between dpc and render" + ] + }, + "public.inspections_roof_orientation": { + "name": "inspections_roof_orientation", + "schema": "public", + "values": [ + "north", + "east", + "south", + "west", + "north-east", + "north-west", + "south-east", + "south-west", + "n/s split", + "e/w split", + "ne/sw split", + "nw/se split", + "flat roof", + "no roof", + "roof too small", + "already has solar pv" + ] + }, + "public.inspections_tile_hung": { + "name": "inspections_tile_hung", + "schema": "public", + "values": [ + "yes", + "no", + "first floor flats are tile hung" + ] + }, + "public.inspections_wall_construction": { + "name": "inspections_wall_construction", + "schema": "public", + "values": [ + "cavity", + "solid", + "system built", + "timber framed", + "steel framed", + "re-walled cavity", + "mansard pre-fab", + "mansard ewi", + "mansard re-walled" + ] + }, + "public.inspections_wall_insulation": { + "name": "inspections_wall_insulation", + "schema": "public", + "values": [ + "empty cavity", + "filled at build", + "partial", + "retro drilled", + "ewi", + "iwi", + "solid non-cavity", + "system built", + "timber framed", + "steel framed" + ] + }, + "public.cost_unit": { + "name": "cost_unit", + "schema": "public", + "values": [ + "gbp_sq_meter", + "gbp_per_unit", + "gbp_per_m2", + "gbp_per_m" + ] + }, + "public.depth_unit": { + "name": "depth_unit", + "schema": "public", + "values": [ + "mm" + ] + }, + "public.type": { + "name": "type", + "schema": "public", + "values": [ + "suspended_floor_insulation", + "solid_floor_insulation", + "external_wall_insulation", + "internal_wall_insulation", + "cavity_wall_insulation", + "mechanical_ventilation", + "loft_insulation", + "exposed_floor_insulation", + "flat_roof_insulation", + "room_roof_insulation", + "cavity_wall_extraction", + "iwi_wall_demolition", + "iwi_vapour_barrier", + "iwi_redecoration", + "suspended_floor_demolition", + "suspended_floor_redecoration", + "suspended_floor_vapour_barrier", + "solid_floor_demolition", + "solid_floor_preparation", + "solid_floor_vapour_barrier", + "solid_floor_redecoration", + "ewi_wall_demolition", + "ewi_wall_preparation", + "ewi_wall_redecoration", + "low_energy_lighting_installation", + "flat_roof_preparation", + "flat_roof_vapour_barrier", + "flat_roof_waterproofing", + "windows_glazing", + "secondary_glazing", + "double_glazing", + "trickle_vent", + "door_undercut", + "solar_pv", + "solar_battery", + "scaffolding", + "high_heat_retention_storage_heaters", + "air_source_heat_pump", + "boiler_upgrade", + "roomstat_programmer_trvs", + "time_temperature_zone_control", + "sealing_fireplace" + ] + }, + "public.r_value_unit": { + "name": "r_value_unit", + "schema": "public", + "values": [ + "square_meter_kelvin_per_watt" + ] + }, + "public.size_unit": { + "name": "size_unit", + "schema": "public", + "values": [ + "kWp", + "kW", + "watt", + "storey" + ] + }, + "public.thermal_conductivity_unit": { + "name": "thermal_conductivity_unit", + "schema": "public", + "values": [ + "watt_per_meter_kelvin" + ] + }, + "public.goal": { + "name": "goal", + "schema": "public", + "values": [ + "Valuation Improvement", + "Increasing EPC", + "Reducing CO2 emissions", + "Energy Savings", + "None" + ] + }, + "public.portfolio_capability": { + "name": "portfolio_capability", + "schema": "public", + "values": [ + "approver", + "contractor" + ] + }, + "public.role": { + "name": "role", + "schema": "public", + "values": [ + "creator", + "admin", + "read", + "write" + ] + }, + "public.status": { + "name": "status", + "schema": "public", + "values": [ + "scoping", + "survey", + "assessment", + "tendering", + "project underway", + "completion; status: on track", + "completion; status: delayed", + "completion; status: at risk", + "completion; status: completed", + "needs review" + ] + }, + "public.epc": { + "name": "epc", + "schema": "public", + "values": [ + "A", + "B", + "C", + "D", + "E", + "F", + "G" + ] + }, + "public.creation_status": { + "name": "creation_status", + "schema": "public", + "values": [ + "LOADING", + "READY", + "ERROR" + ] + }, + "public.housing_type": { + "name": "housing_type", + "schema": "public", + "values": [ + "Private", + "Social" + ] + }, + "public.measure_type": { + "name": "measure_type", + "schema": "public", + "values": [ + "air_source_heat_pump", + "boiler_upgrade", + "high_heat_retention_storage_heaters", + "secondary_heating", + "roomstat_programmer_trvs", + "time_temperature_zone_control", + "cylinder_thermostat", + "cavity_wall_insulation", + "extension_cavity_wall_insulation", + "external_wall_insulation", + "internal_wall_insulation", + "loft_insulation", + "flat_roof_insulation", + "room_roof_insulation", + "solid_floor_insulation", + "suspended_floor_insulation", + "double_glazing", + "secondary_glazing", + "draught_proofing", + "mechanical_ventilation", + "low_energy_lighting", + "solar_pv", + "hot_water_tank_insulation", + "sealing_open_fireplace", + "damp_mould", + "door_undercut", + "extractor_fan", + "loft_board", + "trickle_vent" + ] + }, + "public.plan_type": { + "name": "plan_type", + "schema": "public", + "values": [ + "solar_eco4", + "solar_hhrsh_eco4", + "empty_cavity_eco", + "partial_cavity_eco", + "extraction_eco" + ] + }, + "public.unit_quantity": { + "name": "unit_quantity", + "schema": "public", + "values": [ + "m2", + "part", + "kwp" + ] + }, + "public.scenario_type": { + "name": "scenario_type", + "schema": "public", + "values": [ + "unit", + "building" + ] + }, + "public.source": { + "name": "source", + "schema": "public", + "values": [ + "portfolio_id" + ] + }, + "public.file_source": { + "name": "file_source", + "schema": "public", + "values": [ + "pas hub", + "sharepoint", + "hubspot", + "ecmk", + "contractor" + ] + }, + "public.file_type": { + "name": "file_type", + "schema": "public", + "values": [ + "photo_pack", + "site_note", + "rd_sap_site_note", + "pas_2023_ventilation", + "pas_2023_condition", + "pas_significance", + "par_photo_pack", + "pas_2023_property", + "pas_2023_occupancy", + "ecmk_site_note", + "ecmk_rd_sap_site_note", + "ecmk_survey_xml", + "pre_photo", + "mid_photo", + "post_photo", + "pre_installation_building_inspection", + "claim_of_compliance", + "handover_pack", + "insurance_guarantee", + "installer_qualifications", + "mcs_compliance_certificate", + "minor_works_electrical_certificate", + "point_of_work_risk_assessment", + "installer_feedback", + "workmanship_warranty", + "g98_notification", + "certificate_of_conformity", + "ventilation_assessment_checklist", + "contractor_other" + ] + }, + "public.user_profiles_property_count": { + "name": "user_profiles_property_count", + "schema": "public", + "values": [ + "1", + "2–5", + "6–20", + "21+", + "1–50", + "51–100", + "101–300", + "301–1000", + "1000+" + ] + }, + "public.user_profiles_referral_source": { + "name": "user_profiles_referral_source", + "schema": "public", + "values": [ + "search", + "social_media", + "NRLA", + "partner", + "word_of_mouth", + "other" + ] + }, + "public.user_profiles_user_type": { + "name": "user_profiles_user_type", + "schema": "public", + "values": [ + "private_landlord", + "private_tenant", + "social_landlord", + "social_tenant", + "homeowner", + "other" + ] + } + }, + "schemas": {}, + "sequences": {}, + "roles": {}, + "policies": {}, + "views": {}, + "_meta": { + "columns": {}, + "schemas": {}, + "tables": {} + } +} \ No newline at end of file diff --git a/src/app/db/migrations/meta/_journal.json b/src/app/db/migrations/meta/_journal.json index bb740c26..89e4930a 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1205,6 +1205,13 @@ "when": 1776361262258, "tag": "0171_chunky_wallow", "breakpoints": true + }, + { + "idx": 172, + "version": "7", + "when": 1776374085626, + "tag": "0172_kind_eddie_brock", + "breakpoints": true } ] -} +} \ No newline at end of file From ea50699ee31c72ba74dfbe0c8f179ff7211d71e9 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Thu, 16 Apr 2026 21:26:21 +0000 Subject: [PATCH 08/43] temp commenting out bulkupload modal --- src/app/components/portfolio/AddNew.tsx | 186 ++++++++++++------------ 1 file changed, 93 insertions(+), 93 deletions(-) diff --git a/src/app/components/portfolio/AddNew.tsx b/src/app/components/portfolio/AddNew.tsx index 88595073..28bcec7b 100644 --- a/src/app/components/portfolio/AddNew.tsx +++ b/src/app/components/portfolio/AddNew.tsx @@ -13,7 +13,7 @@ import { import { cn } from "@/lib/utils"; import { useRouter } from "next/navigation"; import { Dispatch, SetStateAction, useState } from "react"; -import BulkUploadComingSoonModal from "@/app/components/portfolio/BulkUploadComingSoonModal"; +// import BulkUploadComingSoonModal from "@/app/components/portfolio/BulkUploadComingSoonModal"; interface AddNewProps { portfolioId: string; @@ -37,112 +37,112 @@ export default function AddNew({ return ( <> - setIsBulkUploadOpen(false)} portfolioId={portfolioId} - /> - - + - - New Property - - + > + + New Property + + - -
- {/* Remote Assessment */} - - {({ active }) => ( - - )} - - - {/* CSV Upload */} - - {({ active }) => ( - - )} - - - {/* Bulk Upload (Coming Soon) */} - - {({ active }) => ( - - )} - -
- - + + Run a remote assessment for a single property. + + + + )} + + + {/* CSV Upload */} + + {({ active }) => ( + + )} + + + {/* Bulk Upload (Coming Soon) */} + + {({ active }) => ( + + )} + + + + ); } From 881364b5627013a51d80597086061970363ce126 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Fri, 17 Apr 2026 00:01:08 +0000 Subject: [PATCH 09/43] migrated db and building out upload doc ui and approval log --- .../live-tracking/property-documents/route.ts | 4 +- .../[portfolioId]/approvals/route.ts | 168 +- .../api/upload/contractor-install/route.ts | 61 +- src/app/db/migrations/0173_neat_bastion.sql | 26 + src/app/db/migrations/meta/0173_snapshot.json | 6754 +++++++++++++++++ src/app/db/migrations/meta/_journal.json | 7 + src/app/db/schema/approvals.ts | 49 +- .../settings/UsersPermissionsCard.tsx | 32 +- .../[slug]/(portfolio)/settings/roles.tsx | 4 +- .../live/ApprovalConfirmDialog.tsx | 140 + .../live/ContractorUploadModal.tsx | 569 ++ .../your-projects/live/DocumentTable.tsx | 25 +- .../live/DocumentTableColumns.tsx | 22 +- .../your-projects/live/InstallUploadModal.tsx | 272 - .../your-projects/live/LiveTracker.tsx | 3 + .../your-projects/live/MeasuresTable.tsx | 378 +- .../live/PropertyDetailDrawer.tsx | 110 +- .../(portfolio)/your-projects/live/page.tsx | 36 +- 18 files changed, 8111 insertions(+), 549 deletions(-) create mode 100644 src/app/db/migrations/0173_neat_bastion.sql create mode 100644 src/app/db/migrations/meta/0173_snapshot.json create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/ApprovalConfirmDialog.tsx create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx delete mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/InstallUploadModal.tsx diff --git a/src/app/api/live-tracking/property-documents/route.ts b/src/app/api/live-tracking/property-documents/route.ts index 912dba8e..0e73dc6d 100644 --- a/src/app/api/live-tracking/property-documents/route.ts +++ b/src/app/api/live-tracking/property-documents/route.ts @@ -29,6 +29,7 @@ export async function GET(req: Request) { s3FileBucket: uploadedFiles.s3FileBucket, s3UploadTimestamp: uploadedFiles.s3UploadTimestamp, fileType: uploadedFiles.fileType, + source: uploadedFiles.source, uprn: uploadedFiles.uprn, landlordPropertyId: uploadedFiles.landlordPropertyId, }) @@ -39,7 +40,8 @@ export async function GET(req: Request) { id: String(row.id), s3FileKey: row.s3FileKey, s3FileBucket: row.s3FileBucket, - docType: row.fileType ?? "unknown", + docType: row.fileType ?? null, + source: row.source ?? null, s3UploadTimestamp: row.s3UploadTimestamp.toISOString(), uprn: row.uprn !== null ? String(row.uprn) : null, landlordPropertyId: row.landlordPropertyId, diff --git a/src/app/api/portfolio/[portfolioId]/approvals/route.ts b/src/app/api/portfolio/[portfolioId]/approvals/route.ts index 4ca7dac1..c4b39333 100644 --- a/src/app/api/portfolio/[portfolioId]/approvals/route.ts +++ b/src/app/api/portfolio/[portfolioId]/approvals/route.ts @@ -1,12 +1,12 @@ import { db } from "@/app/db/db"; import { NextRequest, NextResponse } from "next/server"; -import { dealApprovals, dealApprovedMeasures } from "@/app/db/schema/approvals"; import { - portfolioCapabilities, - portfolioUsers, -} from "@/app/db/schema/portfolio"; + dealMeasureApprovals, + dealMeasureApprovalEvents, +} from "@/app/db/schema/approvals"; +import { portfolioCapabilities } from "@/app/db/schema/portfolio"; import { user } from "@/app/db/schema/users"; -import { and, eq, inArray } from "drizzle-orm"; +import { and, eq, inArray, sql } from "drizzle-orm"; import { z } from "zod"; import { getServerSession } from "next-auth"; import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; @@ -38,62 +38,82 @@ async function hasApproverCapability( return rows.length > 0; } -// GET — return all approved measures grouped by hubspot deal id -// Query param: dealIds (comma-separated) +// GET — return currently approved measures per deal, and optionally the audit event log +// Query params: +// dealIds comma-separated HubSpot deal IDs (required) +// include "events" to also return the audit log export async function GET( req: NextRequest, props: { params: Promise<{ portfolioId: string }> }, ) { - const { portfolioId } = await props.params; const url = new URL(req.url); const dealIdsParam = url.searchParams.get("dealIds"); + const includeEvents = url.searchParams.get("include") === "events"; if (!dealIdsParam) { - return NextResponse.json({}); + return NextResponse.json(includeEvents ? { approved: {}, events: [] } : {}); } const dealIds = dealIdsParam.split(",").filter(Boolean); if (dealIds.length === 0) { - return NextResponse.json({}); + return NextResponse.json(includeEvents ? { approved: {}, events: [] } : {}); } try { - // Fetch most recent approval per deal + its measures - const approvals = await db + // Current approved measures + const approvalRows = await db .select({ - id: dealApprovals.id, - hubspotDealId: dealApprovals.hubspotDealId, - approvedAt: dealApprovals.approvedAt, + hubspotDealId: dealMeasureApprovals.hubspotDealId, + measureName: dealMeasureApprovals.measureName, + approvedByEmail: user.email, + approvedByName: user.firstName, + approvedAt: dealMeasureApprovals.approvedAt, }) - .from(dealApprovals) - .where(inArray(dealApprovals.hubspotDealId, dealIds)); + .from(dealMeasureApprovals) + .leftJoin(user, eq(user.id, dealMeasureApprovals.approvedBy)) + .where( + and( + inArray(dealMeasureApprovals.hubspotDealId, dealIds), + eq(dealMeasureApprovals.isApproved, true), + ), + ); - if (approvals.length === 0) { - return NextResponse.json({}); + const approved: Record = {}; + for (const row of approvalRows) { + (approved[row.hubspotDealId] ??= []).push(row.measureName); } - const approvalIds = approvals.map((a) => a.id); - const measures = await db - .select({ - dealApprovalId: dealApprovedMeasures.dealApprovalId, - measureName: dealApprovedMeasures.measureName, - }) - .from(dealApprovedMeasures) - .where(inArray(dealApprovedMeasures.dealApprovalId, approvalIds)); - - // Build map: dealId -> approved measure names[] - const approvalById = new Map(approvals.map((a) => [a.id.toString(), a])); - const result: Record = {}; - - for (const m of measures) { - const approval = approvalById.get(m.dealApprovalId.toString()); - if (!approval) continue; - const dealId = approval.hubspotDealId; - if (!result[dealId]) result[dealId] = []; - result[dealId].push(m.measureName); + if (!includeEvents) { + return NextResponse.json(approved); } - return NextResponse.json(result); + // Audit event log + const eventRows = await db + .select({ + id: dealMeasureApprovalEvents.id, + hubspotDealId: dealMeasureApprovalEvents.hubspotDealId, + measureName: dealMeasureApprovalEvents.measureName, + action: dealMeasureApprovalEvents.action, + actedByEmail: user.email, + actedByName: user.firstName, + actedAt: dealMeasureApprovalEvents.actedAt, + }) + .from(dealMeasureApprovalEvents) + .leftJoin(user, eq(user.id, dealMeasureApprovalEvents.actedBy)) + .where(inArray(dealMeasureApprovalEvents.hubspotDealId, dealIds)) + .orderBy(dealMeasureApprovalEvents.actedAt); + + const events = eventRows.map((e) => ({ + id: e.id.toString(), + hubspotDealId: e.hubspotDealId, + measureName: e.measureName, + action: e.action, + actedByEmail: e.actedByEmail ?? "", + actedByName: e.actedByName ?? null, + actedAt: e.actedAt.toISOString(), + })); + + return NextResponse.json({ approved, events }); } catch (err) { console.error("GET /approvals error:", err); return NextResponse.json( @@ -103,7 +123,8 @@ export async function GET( } } -// POST — save approvals for one or more deals (replaces previous approvals) +// POST — apply explicit approve/unapprove changes, updating current state + audit log +// Body: { changes: [{ hubspotDealId, measureName, approved: boolean }] } export async function POST( req: NextRequest, props: { params: Promise<{ portfolioId: string }> }, @@ -127,10 +148,11 @@ export async function POST( } const bodySchema = z.object({ - deals: z.array( + changes: z.array( z.object({ hubspotDealId: z.string(), - approvedMeasures: z.array(z.string()), + measureName: z.string(), + approved: z.boolean(), }), ), }); @@ -142,42 +164,44 @@ export async function POST( return NextResponse.json({ error: "Invalid body" }, { status: 400 }); } + if (body.changes.length === 0) { + return NextResponse.json({ success: true }); + } + try { - for (const deal of body.deals) { - // Delete previous approvals for this deal (replace approach) - const existing = await db - .select({ id: dealApprovals.id }) - .from(dealApprovals) - .where(eq(dealApprovals.hubspotDealId, deal.hubspotDealId)); + const now = new Date(); - if (existing.length > 0) { - const existingIds = existing.map((e) => e.id); - await db - .delete(dealApprovedMeasures) - .where(inArray(dealApprovedMeasures.dealApprovalId, existingIds)); - await db - .delete(dealApprovals) - .where(inArray(dealApprovals.id, existingIds)); - } - - if (deal.approvedMeasures.length === 0) continue; - - // Insert new approval session - const [approval] = await db - .insert(dealApprovals) + for (const change of body.changes) { + // 1. Upsert current state + await db + .insert(dealMeasureApprovals) .values({ - hubspotDealId: deal.hubspotDealId, + hubspotDealId: change.hubspotDealId, + measureName: change.measureName, + isApproved: change.approved, approvedBy: userId, + approvedAt: now, }) - .returning({ id: dealApprovals.id }); + .onConflictDoUpdate({ + target: [ + dealMeasureApprovals.hubspotDealId, + dealMeasureApprovals.measureName, + ], + set: { + isApproved: change.approved, + approvedBy: userId, + approvedAt: now, + }, + }); - // Insert individual approved measures (stored as free text matching HubSpot proposedMeasures) - await db.insert(dealApprovedMeasures).values( - deal.approvedMeasures.map((m) => ({ - dealApprovalId: approval.id, - measureName: m, - })), - ); + // 2. Append to audit log + await db.insert(dealMeasureApprovalEvents).values({ + hubspotDealId: change.hubspotDealId, + measureName: change.measureName, + action: change.approved ? "approved" : "unapproved", + actedBy: userId, + actedAt: now, + }); } return NextResponse.json({ success: true }); diff --git a/src/app/api/upload/contractor-install/route.ts b/src/app/api/upload/contractor-install/route.ts index ea05d4bc..c3c3fa0f 100644 --- a/src/app/api/upload/contractor-install/route.ts +++ b/src/app/api/upload/contractor-install/route.ts @@ -2,12 +2,12 @@ import { db } from "@/app/db/db"; import { NextRequest, NextResponse } from "next/server"; import { uploadedFiles } from "@/app/db/schema/uploaded_files"; import { user } from "@/app/db/schema/users"; -import { eq } from "drizzle-orm"; +import { eq, inArray } from "drizzle-orm"; import { z } from "zod"; import { getServerSession } from "next-auth"; import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; -// POST — record a contractor install document in uploaded_files +// POST — record a contractor install document in uploaded_files (fileType optional — can be classified later) export async function POST(req: NextRequest) { const session = await getServerSession(AuthOptions); if (!session?.user?.email) { @@ -17,7 +17,7 @@ export async function POST(req: NextRequest) { const bodySchema = z.object({ s3FileKey: z.string(), s3FileBucket: z.string(), - fileType: z.string(), + fileType: z.string().optional(), // optional — null means unclassified measureName: z.string().optional(), uprn: z.string().optional(), hubspotDealId: z.string().optional(), @@ -32,7 +32,6 @@ export async function POST(req: NextRequest) { } try { - // Resolve uploader's user ID const userRow = await db .select({ id: user.id }) .from(user) @@ -47,7 +46,7 @@ export async function POST(req: NextRequest) { s3FileBucket: body.s3FileBucket, s3FileKey: body.s3FileKey, s3UploadTimestamp: new Date(), - fileType: body.fileType as any, + fileType: (body.fileType as any) ?? null, source: "contractor", measureName: body.measureName ?? null, uploadedBy: uploadedBy ?? undefined, @@ -60,9 +59,53 @@ export async function POST(req: NextRequest) { return NextResponse.json({ id: inserted.id.toString() }, { status: 201 }); } catch (err) { console.error("POST /upload/contractor-install error:", err); - return NextResponse.json( - { error: "Failed to record upload" }, - { status: 500 }, - ); + return NextResponse.json({ error: "Failed to record upload" }, { status: 500 }); + } +} + +// PATCH — update fileType and measureName for previously unclassified uploads +export async function PATCH(req: NextRequest) { + const session = await getServerSession(AuthOptions); + if (!session?.user?.email) { + return NextResponse.json({ error: "Unauthorised" }, { status: 401 }); + } + + const bodySchema = z.object({ + updates: z.array( + z.object({ + id: z.string(), + fileType: z.string(), + measureName: z.string().optional(), + }), + ), + }); + + let body: z.infer; + try { + body = bodySchema.parse(await req.json()); + } catch { + return NextResponse.json({ error: "Invalid body" }, { status: 400 }); + } + + if (body.updates.length === 0) { + return NextResponse.json({ success: true }); + } + + try { + // Update each record individually (small batches — no bulk update without raw SQL) + for (const update of body.updates) { + await db + .update(uploadedFiles) + .set({ + fileType: update.fileType as any, + measureName: update.measureName ?? null, + }) + .where(eq(uploadedFiles.id, BigInt(update.id))); + } + + return NextResponse.json({ success: true }); + } catch (err) { + console.error("PATCH /upload/contractor-install error:", err); + return NextResponse.json({ error: "Failed to update classifications" }, { status: 500 }); } } diff --git a/src/app/db/migrations/0173_neat_bastion.sql b/src/app/db/migrations/0173_neat_bastion.sql new file mode 100644 index 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/meta/0173_snapshot.json b/src/app/db/migrations/meta/0173_snapshot.json new file mode 100644 index 00000000..dc892026 --- /dev/null +++ b/src/app/db/migrations/meta/0173_snapshot.json @@ -0,0 +1,6754 @@ +{ + "id": "f8b15e86-b217-4eda-890f-ae4704872d8f", + "prevId": "2cd9cc35-10bd-4523-b97a-e1db7eede798", + "version": "7", + "dialect": "postgresql", + "tables": { + 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false + }, + "accepted_privacy_at": { + "name": "accepted_privacy_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "marketing_opt_in": { + "name": "marketing_opt_in", + "type": "boolean", + "primaryKey": false, + "notNull": false, + "default": false + }, + "marketing_opt_in_at": { + "name": "marketing_opt_in_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "first_name": { + "name": "first_name", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "last_name": { + "name": "last_name", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": { + "user_profiles_user_id_user_id_fk": { + "name": "user_profiles_user_id_user_id_fk", + "tableFrom": "user_profiles", + "tableTo": "user", + "columnsFrom": [ + "user_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "cascade", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.verificationToken": { + "name": "verificationToken", + "schema": "", + "columns": { + "identifier": { + "name": "identifier", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "token": { + "name": "token", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "expires": { + "name": "expires", + "type": "timestamp", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": { + "verificationToken_identifier_token_pk": { + "name": "verificationToken_identifier_token_pk", + "columns": [ + "identifier", + "token" + ] + } + }, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.whlg": { + "name": "whlg", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + } + }, + "enums": { + "public.aspect_type": { + "name": "aspect_type", + "schema": "public", + "values": [ + "material", + "condition", + "type", + "area", + "configuration", + "presence", + "risk", + "severity", + "location", + "finish", + "insulation", + "pointing", + "spalling", + "lintels", + "cladding", + "category", + "quantity", + "adequacy", + "rating", + "strategy", + "extent", + "distribution", + "structure", + "covering", + "fire_rating", + "external_decoration", + "work_required", + "age_band", + "construction_type", + "classification", + "system" + ] + }, + "public.element_type": { + "name": "element_type", + "schema": "public", + "values": [ + "property", + "property_construction_type", + "property_classification", + "property_age_band", + "storey_count", + "floor_level", + "floor_level_front_door", + "accessible_housing_register", + "asbestos", + "quality_standard", + "ccu", + "passenger_lift", + "stairlift", + "disabled_hoist_tracking", + "disabled_facilities", + "steps_to_front_door", + "roof", + "pitched_roof_covering", + "flat_roof_covering", + "rainwater_goods", + "loft_insulation", + "porch_canopy", + "chimney", + "fascia", + "soffit", + "fascia_soffit_bargeboards", + "gutters", + "store_roof", + "garage_roof", + "garage_and_store_roof", + "external_wall", + "external_noise_insulation", + "primary_wall", + "secondary_wall", + "downpipes", + "external_decoration", + "cladding", + "spandrel_panels", + "garage_walls", + "party_wall_fire_break", + "external_brickwork_pointing", + "internal_downpipes_external_area", + "external_windows", + "communal_windows", + "secondary_glazing", + "store_windows", + "garage_windows", + "garage_and_store_windows", + "external_door", + "front_door", + "rear_door", + "store_door", + "garage_door", + "garage_and_store_door", + "communal_entrance_door", + "main_door", + "block_entrance_door", + "lintel", + "patio_french_door", + "door_entry_handset", + "paths_and_hardstandings", + "parking_areas", + "boundary_walls", + "front_fencing", + "rear_fencing", + "side_fencing", + "rear_gate", + "front_gate", + "gates", + "retaining_walls", + "private_balcony", + "balcony_balustrade", + "outbuildings", + "garage_structure", + "paving", + "roads", + "soil_and_vent", + "solar_thermals", + "drop_kerb", + "outbuilding_overhaul", + "external_structural_defects", + "access_ramp", + "kitchen", + "kitchen_space_layout", + "tenant_installed_kitchen", + "kitchen_extractor_fan", + "bathroom", + "secondary_bathroom", + "secondary_toilet", + "bathroom_extractor_fan", + "additional_wc_or_whb", + "bathroom_remaining_life_source", + "kitchen_remaining_life_source", + "central_heating", + "heating_boiler", + "heating_distribution", + "secondary_heating", + "hot_water_system", + "cold_water_storage", + "heating_system", + "boiler_fuel", + "water_heating", + "programmable_heating", + "community_heating", + "gas_available", + "heat_recovery_units", + "heating_improvements", + "electrical_wiring", + "consumer_unit", + "smoke_detection", + "heat_detection", + "carbon_monoxide_detection", + "fire_door_rating", + "fire_risk_assessment", + "internal_wiring", + "electrics", + "communal_heating", + "communal_boiler", + "communal_electrics", + "communal_fire_alarm", + "communal_emergency_lighting", + "communal_door_entry", + "communal_cctv", + "communal_bin_store", + "communal_bin_store_doors", + "communal_bin_store_walls", + "communal_bin_store_roof", + "communal_refuse_chute", + "communal_floor_covering", + "communal_kitchen", + "communal_bathroom", + "communal_toilets", + "communal_gates", + "communal_lift", + "communal_passenger_lift", + "communal_balcony_walkway", + "communal_entrance", + "communal_internal_decorations", + "communal_internal_floor", + "communal_walkways", + "communal_external_doors", + "communal_stairs", + "communal_aerial", + "communal_aov", + "communal_internal_doors", + "communal_lateral_mains", + "communal_lighting", + "communal_lighting_conductor", + "communal_store_roof", + "communal_store_walls", + "communal_store_doors", + "communal_warden_call_system", + "communal_bms", + "communal_booster_pump", + "communal_dry_riser", + "communal_wet_riser", + "communal_cold_water_storage", + "communal_sprinkler", + "communal_plug_sockets", + "communal_circulation_space", + "ffhh_damp", + "ffhh_hold_and_cold_water", + "ffhh_drainage_lavatories", + "ffhh_neglected", + "ffhh_natural_light", + "ffhh_ventilation", + "ffhh_food_prep_and_washup", + "ffhh_unsafe_layout", + "ffhh_unstable_building", + "hhsrs_damp_and_mould", + "hhsrs_excess_cold", + "hhsrs_excess_heat", + "hhsrs_asbestos_and_mmf", + "hhsrs_biocides", + "hhsrs_carbon_monoxide", + "hhsrs_lead", + "hhsrs_radiation", + "hhsrs_uncombusted_fuel_gas", + "hhsrs_volatile_organic_compounds", + "hhsrs_crowding_and_space", + "hhsrs_entry_by_intruders", + "hhsrs_lighting", + "hhsrs_noise", + "hhsrs_domestic_hygiene_pests_refuse", + "hhsrs_food_safety", + "hhsrs_personal_hygiene_sanitation", + "hhsrs_water_supply", + "hhsrs_falls_associated_with_baths", + "hhsrs_falls_on_level_surfaces", + "hhsrs_falls_on_stairs", + "hhsrs_falls_between_levels", + "hhsrs_electrical_hazards", + "hhsrs_fire", + "hhsrs_flames_hot_surfaces", + "hhsrs_collision_and_entrapment", + "hhsrs_collision_hazards_low_headroom", + "hhsrs_explosions", + "hhsrs_ergonomics", + "hhsrs_structural_collapse", + "hhsrs_amenities" + ] + }, + "public.document_type": { + "name": "document_type", + "schema": "public", + "values": [ + "EPR", + "Condition Report", + "Evidence Report", + "Summary Information", + "Floor Plan", + "Scenario Draft EPC", + "Scenario Site Notes" + ] + }, + "public.scheme": { + "name": "scheme", + "schema": "public", + "values": [ + "eco4", + "gbis", + "whlg", + "none" + ] + }, + "public.inspection_archetype_2": { + "name": "inspection_archetype_2", + "schema": "public", + "values": [ + "detached", + "mid-terrace", + "enclosed mid-terrace", + "end-terrace", + "enclosed end-terrace", + "semi-detached" + ] + }, + "public.inspection_archetype": { + "name": "inspection_archetype", + "schema": "public", + "values": [ + "Bungalow", + "Flat", + "Maisonette", + "House", + "non-domestic" + ] + }, + "public.inspection_borescoped": { + "name": "inspection_borescoped", + "schema": "public", + "values": [ + "yes", + "no", + "refused" + ] + }, + "public.inspections_access_issues": { + "name": "inspections_access_issues", + "schema": "public", + "values": [ + "see notes", + "damp issues", + "foliage on walls", + "bushes against wall", + "trees around/anove property", + "high rise block flats/maisonettes", + "conservatory", + "lean-to", + "garage", + "extension", + "decking", + "shed against wall" + ] + }, + "public.inspections_cladding": { + "name": "inspections_cladding", + "schema": "public", + "values": [ + "none", + "cladded with “sufficient space to fill the wall”", + "cladded with “insufficient space to fill the wall”" + ] + }, + "public.inspections_insulation_material": { + "name": "inspections_insulation_material", + "schema": "public", + "values": [ + "empty 50-90", + "empty 100+", + "empty 30-40", + "empty less than 30", + "loose fibre/wool", + "eps/celo/king", + "fibre batts - with cavity", + "fibre batts - no cavity", + "loose bead", + "glued bead", + "formaldehyde", + "bubble wrap", + "poly chunks" + ] + }, + "public.inspections_rendered": { + "name": "inspections_rendered", + "schema": "public", + "values": [ + "no render", + "rendered with “insufficient” space between dpc and render", + "rendered with “sufficient” space between dpc and render" + ] + }, + "public.inspections_roof_orientation": { + "name": "inspections_roof_orientation", + "schema": "public", + "values": [ + "north", + "east", + "south", + "west", + "north-east", + "north-west", + "south-east", + "south-west", + "n/s split", + "e/w split", + "ne/sw split", + "nw/se split", + "flat roof", + "no roof", + "roof too small", + "already has solar pv" + ] + }, + "public.inspections_tile_hung": { + "name": "inspections_tile_hung", + "schema": "public", + "values": [ + "yes", + "no", + "first floor flats are tile hung" + ] + }, + "public.inspections_wall_construction": { + "name": "inspections_wall_construction", + "schema": "public", + "values": [ + "cavity", + "solid", + "system built", + "timber framed", + "steel framed", + "re-walled cavity", + "mansard pre-fab", + "mansard ewi", + "mansard re-walled" + ] + }, + "public.inspections_wall_insulation": { + "name": "inspections_wall_insulation", + "schema": "public", + "values": [ + "empty cavity", + "filled at build", + "partial", + "retro drilled", + "ewi", + "iwi", + "solid non-cavity", + "system built", + "timber framed", + "steel framed" + ] + }, + "public.cost_unit": { + "name": "cost_unit", + "schema": "public", + "values": [ + "gbp_sq_meter", + "gbp_per_unit", + "gbp_per_m2", + "gbp_per_m" + ] + }, + "public.depth_unit": { + "name": "depth_unit", + "schema": "public", + "values": [ + "mm" + ] + }, + "public.type": { + "name": "type", + "schema": "public", + "values": [ + "suspended_floor_insulation", + "solid_floor_insulation", + "external_wall_insulation", + "internal_wall_insulation", + "cavity_wall_insulation", + "mechanical_ventilation", + "loft_insulation", + "exposed_floor_insulation", + "flat_roof_insulation", + "room_roof_insulation", + "cavity_wall_extraction", + "iwi_wall_demolition", + "iwi_vapour_barrier", + "iwi_redecoration", + "suspended_floor_demolition", + "suspended_floor_redecoration", + "suspended_floor_vapour_barrier", + "solid_floor_demolition", + "solid_floor_preparation", + "solid_floor_vapour_barrier", + "solid_floor_redecoration", + "ewi_wall_demolition", + "ewi_wall_preparation", + "ewi_wall_redecoration", + "low_energy_lighting_installation", + "flat_roof_preparation", + "flat_roof_vapour_barrier", + "flat_roof_waterproofing", + "windows_glazing", + "secondary_glazing", + "double_glazing", + "trickle_vent", + "door_undercut", + "solar_pv", + "solar_battery", + "scaffolding", + "high_heat_retention_storage_heaters", + "air_source_heat_pump", + "boiler_upgrade", + "roomstat_programmer_trvs", + "time_temperature_zone_control", + "sealing_fireplace" + ] + }, + "public.r_value_unit": { + "name": "r_value_unit", + "schema": "public", + "values": [ + "square_meter_kelvin_per_watt" + ] + }, + "public.size_unit": { + "name": "size_unit", + "schema": "public", + "values": [ + "kWp", + "kW", + "watt", + "storey" + ] + }, + "public.thermal_conductivity_unit": { + "name": "thermal_conductivity_unit", + "schema": "public", + "values": [ + "watt_per_meter_kelvin" + ] + }, + "public.goal": { + "name": "goal", + "schema": "public", + "values": [ + "Valuation Improvement", + "Increasing EPC", + "Reducing CO2 emissions", + "Energy Savings", + "None" + ] + }, + "public.portfolio_capability": { + "name": "portfolio_capability", + "schema": "public", + "values": [ + "approver", + "contractor" + ] + }, + "public.role": { + "name": "role", + "schema": "public", + "values": [ + "creator", + "admin", + "read", + "write" + ] + }, + "public.status": { + "name": "status", + "schema": "public", + "values": [ + "scoping", + "survey", + "assessment", + "tendering", + "project underway", + "completion; status: on track", + "completion; status: delayed", + "completion; status: at risk", + "completion; status: completed", + "needs review" + ] + }, + "public.epc": { + "name": "epc", + "schema": "public", + "values": [ + "A", + "B", + "C", + "D", + "E", + "F", + "G" + ] + }, + "public.creation_status": { + "name": "creation_status", + "schema": "public", + "values": [ + "LOADING", + "READY", + "ERROR" + ] + }, + "public.housing_type": { + "name": "housing_type", + "schema": "public", + "values": [ + "Private", + "Social" + ] + }, + "public.measure_type": { + "name": "measure_type", + "schema": "public", + "values": [ + "air_source_heat_pump", + "boiler_upgrade", + "high_heat_retention_storage_heaters", + "secondary_heating", + "roomstat_programmer_trvs", + "time_temperature_zone_control", + "cylinder_thermostat", + "cavity_wall_insulation", + "extension_cavity_wall_insulation", + "external_wall_insulation", + "internal_wall_insulation", + "loft_insulation", + "flat_roof_insulation", + "room_roof_insulation", + "solid_floor_insulation", + "suspended_floor_insulation", + "double_glazing", + "secondary_glazing", + "draught_proofing", + "mechanical_ventilation", + "low_energy_lighting", + "solar_pv", + "hot_water_tank_insulation", + "sealing_open_fireplace", + "damp_mould", + "door_undercut", + "extractor_fan", + "loft_board", + "trickle_vent" + ] + }, + "public.plan_type": { + "name": "plan_type", + "schema": "public", + "values": [ + "solar_eco4", + "solar_hhrsh_eco4", + "empty_cavity_eco", + "partial_cavity_eco", + "extraction_eco" + ] + }, + "public.unit_quantity": { + "name": "unit_quantity", + "schema": "public", + "values": [ + "m2", + "part", + "kwp" + ] + }, + "public.scenario_type": { + "name": "scenario_type", + "schema": "public", + "values": [ + "unit", + "building" + ] + }, + "public.source": { + "name": "source", + "schema": "public", + "values": [ + "portfolio_id" + ] + }, + "public.file_source": { + "name": "file_source", + "schema": "public", + "values": [ + "pas hub", + "sharepoint", + "hubspot", + "ecmk", + "contractor" + ] + }, + "public.file_type": { + "name": "file_type", + "schema": "public", + "values": [ + "photo_pack", + "site_note", + "rd_sap_site_note", + "pas_2023_ventilation", + "pas_2023_condition", + "pas_significance", + "par_photo_pack", + "pas_2023_property", + "pas_2023_occupancy", + "ecmk_site_note", + "ecmk_rd_sap_site_note", + "ecmk_survey_xml", + "pre_photo", + "mid_photo", + "post_photo", + "pre_installation_building_inspection", + "claim_of_compliance", + "handover_pack", + "insurance_guarantee", + "installer_qualifications", + "mcs_compliance_certificate", + "minor_works_electrical_certificate", + "point_of_work_risk_assessment", + "installer_feedback", + "workmanship_warranty", + "g98_notification", + "certificate_of_conformity", + "ventilation_assessment_checklist", + "contractor_other" + ] + }, + "public.user_profiles_property_count": { + "name": "user_profiles_property_count", + "schema": "public", + "values": [ + "1", + "2–5", + "6–20", + "21+", + "1–50", + "51–100", + "101–300", + "301–1000", + "1000+" + ] + }, + "public.user_profiles_referral_source": { + "name": "user_profiles_referral_source", + "schema": "public", + "values": [ + "search", + "social_media", + "NRLA", + "partner", + "word_of_mouth", + "other" + ] + }, + "public.user_profiles_user_type": { + "name": "user_profiles_user_type", + "schema": "public", + "values": [ + "private_landlord", + "private_tenant", + "social_landlord", + "social_tenant", + "homeowner", + "other" + ] + } + }, + "schemas": {}, + "sequences": {}, + "roles": {}, + "policies": {}, + "views": {}, + "_meta": { + "columns": {}, + "schemas": {}, + "tables": {} + } +} \ No newline at end of file diff --git a/src/app/db/migrations/meta/_journal.json b/src/app/db/migrations/meta/_journal.json index 89e4930a..e0fb9824 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1212,6 +1212,13 @@ "when": 1776374085626, "tag": "0172_kind_eddie_brock", "breakpoints": true + }, + { + "idx": 173, + "version": "7", + "when": 1776378570612, + "tag": "0173_neat_bastion", + "breakpoints": true } ] } \ No newline at end of file diff --git a/src/app/db/schema/approvals.ts b/src/app/db/schema/approvals.ts index 92031500..4d615d53 100644 --- a/src/app/db/schema/approvals.ts +++ b/src/app/db/schema/approvals.ts @@ -1,54 +1,65 @@ import { bigserial, + boolean, text, timestamp, pgTable, bigint, index, + unique, } from "drizzle-orm/pg-core"; import { user } from "./users"; import { InferModel } from "drizzle-orm"; -export const dealApprovals = pgTable( - "deal_approvals", +// Current approval state per (deal, measure) — upserted on each change. +// Query WHERE is_approved = true to get the currently approved set. +export const dealMeasureApprovals = pgTable( + "deal_measure_approvals", { id: bigserial("id", { mode: "bigint" }).primaryKey(), hubspotDealId: text("hubspot_deal_id").notNull(), + measureName: text("measure_name").notNull(), + isApproved: boolean("is_approved").notNull().default(true), approvedBy: bigint("approved_by", { mode: "bigint" }) .notNull() .references(() => user.id), approvedAt: timestamp("approved_at", { withTimezone: true }) .defaultNow() .notNull(), - notes: text("notes"), - createdAt: timestamp("created_at", { withTimezone: true }) - .defaultNow() - .notNull(), }, - (table) => [index("idx_deal_approvals_deal_id").on(table.hubspotDealId)], + (table) => [ + unique("uq_deal_measure").on(table.hubspotDealId, table.measureName), + index("idx_deal_measure_approvals_deal_id").on(table.hubspotDealId), + ], ); -export const dealApprovedMeasures = pgTable( - "deal_approved_measures", +// Append-only audit log — never deleted. +export const dealMeasureApprovalEvents = pgTable( + "deal_measure_approval_events", { id: bigserial("id", { mode: "bigint" }).primaryKey(), - dealApprovalId: bigint("deal_approval_id", { mode: "bigint" }) - .notNull() - .references(() => dealApprovals.id, { onDelete: "cascade" }), - // Stored as text to match free-text proposedMeasures from HubSpot + hubspotDealId: text("hubspot_deal_id").notNull(), measureName: text("measure_name").notNull(), - createdAt: timestamp("created_at", { withTimezone: true }) + // 'approved' | 'unapproved' + action: text("action").notNull(), + actedBy: bigint("acted_by", { mode: "bigint" }) + .notNull() + .references(() => user.id), + actedAt: timestamp("acted_at", { withTimezone: true }) .defaultNow() .notNull(), }, (table) => [ - index("idx_deal_approved_measures_approval_id").on(table.dealApprovalId), + index("idx_deal_measure_events_deal_id").on(table.hubspotDealId), + index("idx_deal_measure_events_acted_at").on(table.actedAt), ], ); -export type DealApproval = InferModel; -export type NewDealApproval = InferModel; -export type DealApprovedMeasure = InferModel< - typeof dealApprovedMeasures, +export type DealMeasureApproval = InferModel< + typeof dealMeasureApprovals, + "select" +>; +export type DealMeasureApprovalEvent = InferModel< + typeof dealMeasureApprovalEvents, "select" >; diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx index dc2d5cf7..94fc4256 100644 --- a/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx @@ -27,15 +27,13 @@ async function getPortfolioUsers(portfolioId: string): Promise { const users = Array.isArray(json) ? json : json.users; // support both shapes // Guard + shape to Collaborator[] return Array.isArray(users) - ? users - .filter((u: any) => u.role !== "creator") // 👈 filter out creator - .map((u: any) => ({ - portfolioUserId: String(u.portfolioUserId), - userId: String(u.userId), - name: u.name ?? null, - email: u.email ?? "", - role: u.role, - })) + ? users.map((u: any) => ({ + portfolioUserId: String(u.portfolioUserId), + userId: String(u.userId), + name: u.name ?? null, + email: u.email ?? "", + role: u.role, + })) : []; } @@ -251,12 +249,20 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { {c.name || "—"} {c.email} - onChangeRole(c.portfolioUserId, r)} /> + {c.role === "creator" || c.role === "admin" ? ( + + {c.role} + + ) : ( + onChangeRole(c.portfolioUserId, r)} /> + )} - + {c.role !== "creator" && ( + + )} )) diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/roles.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/roles.tsx index feeb223e..7fd570b3 100644 --- a/src/app/portfolio/[slug]/(portfolio)/settings/roles.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/settings/roles.tsx @@ -13,10 +13,10 @@ export type Role = typeof ROLE_OPTIONS[number]; export type Collaborator = { portfolioUserId: string; - userId: string; + userId: string; name?: string | null; email: string; - role: Role; + role: Role | "creator" | "admin"; }; // Small role dropdown using shadcn Select diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ApprovalConfirmDialog.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ApprovalConfirmDialog.tsx new file mode 100644 index 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..0d6de222 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx @@ -0,0 +1,569 @@ +"use client"; + +import { useEffect, useRef, useState } from "react"; +import { + Dialog, + DialogContent, + DialogHeader, + DialogTitle, + DialogDescription, + DialogFooter, +} from "@/app/shadcn_components/ui/dialog"; +import { Button } from "@/app/shadcn_components/ui/button"; +import { + Select, + SelectContent, + SelectGroup, + SelectItem, + SelectLabel, + SelectTrigger, + SelectValue, +} from "@/app/shadcn_components/ui/select"; +import { CheckCircle2, XCircle, Upload, Loader2, Clock } from "lucide-react"; +import { uploadFileToS3 } from "@/app/utils/s3"; +import type { ClassifiedDeal } from "./types"; + +// ── Types ───────────────────────────────────────────────────────────────── + +type FileStatus = "queued" | "uploading" | "done" | "error"; + +type FileEntry = { + id: string; // local UUID for React key + // One of these will be set: + file?: File; // for newly picked files + existingS3Key?: string; // for pre-existing unclassified uploads + // Display + displayName: string; + displaySize?: string; + // Upload state + status: FileStatus; + errorMsg?: string; + uploadedId?: string; // DB record ID (set after recording or from existing) + // Classification + docType: string; + measureName: string; +}; + +type Phase = "loading" | "upload" | "classify"; + +type Props = { + deal: ClassifiedDeal; + portfolioId: string; + onClose: () => void; +}; + +// ── Constants ───────────────────────────────────────────────────────────── + +const FILE_TYPE_OPTIONS: { value: string; label: string; group: string }[] = [ + { value: "pre_photo", label: "Pre Photo", group: "Install Photos" }, + { value: "mid_photo", label: "Mid Photo", group: "Install Photos" }, + { value: "post_photo", label: "Post Photo", group: "Install Photos" }, + { value: "pre_installation_building_inspection", label: "Pre-Installation Building Inspection (PIBI)", group: "Pre-Installation" }, + { value: "point_of_work_risk_assessment", label: "Point of Work Risk Assessment", group: "Pre-Installation" }, + { value: "claim_of_compliance", label: "Claim of Compliance (PAS 2030)", group: "Compliance" }, + { value: "mcs_compliance_certificate", label: "MCS Compliance Certificate", group: "Compliance" }, + { value: "certificate_of_conformity", label: "Certificate of Conformity", group: "Compliance" }, + { value: "minor_works_electrical_certificate", label: "Minor Works Electrical Certificate", group: "Compliance" }, + { value: "handover_pack", label: "Handover Documents / Pack", group: "Handover" }, + { value: "workmanship_warranty", label: "Workmanship Warranty", group: "Handover" }, + { value: "insurance_guarantee", label: "Insurance Backed Guarantee (IBG)", group: "Handover" }, + { value: "g98_notification", label: "G98 / G99 Notification", group: "Handover" }, + { value: "ventilation_assessment_checklist", label: "Ventilation Assessment Checklist", group: "Handover" }, + { value: "installer_qualifications", label: "Installer Qualifications", group: "Qualifications" }, + { value: "installer_feedback", label: "Installer Feedback", group: "Other" }, + { value: "contractor_other", label: "Other", group: "Other" }, +]; + +const FILE_TYPE_GROUPS = ["Install Photos", "Pre-Installation", "Compliance", "Handover", "Qualifications", "Other"]; + +// ── Helpers ─────────────────────────────────────────────────────────────── + +function formatSize(bytes: number): string { + if (bytes < 1024 * 1024) return `${(bytes / 1024).toFixed(0)} KB`; + return `${(bytes / (1024 * 1024)).toFixed(1)} MB`; +} + +function contentTypeFor(ext: string): string { + const e = ext.toLowerCase(); + if (e === "pdf") return "application/pdf"; + if (["jpg", "jpeg"].includes(e)) return "image/jpeg"; + if (e === "png") return "image/png"; + return "application/octet-stream"; +} + +function parseMeasures(raw: string | null | undefined): string[] { + if (!raw) return []; + return raw.split(",").map((m) => m.trim()).filter(Boolean); +} + +function s3KeyBasename(key: string): string { + return key.split("/").pop() ?? key; +} + +async function getPresignedUrl(path: string, contentType: string): Promise { + const res = await fetch("/api/upload/retrofit-energy-assessments", { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ path, contentType, expiresInSeconds: 300 }), + }); + if (!res.ok) throw new Error("Failed to get presigned URL"); + const { url } = await res.json(); + return url; +} + +async function recordUpload(payload: { + s3FileKey: string; + s3FileBucket: string; + uprn?: string; + hubspotDealId?: string; + landlordPropertyId?: string; +}): Promise { + const res = await fetch("/api/upload/contractor-install", { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify(payload), + }); + if (!res.ok) throw new Error("Failed to record upload"); + const { id } = await res.json(); + return id; +} + +async function saveClassifications( + updates: { id: string; fileType: string; measureName?: string }[], +): Promise { + const res = await fetch("/api/upload/contractor-install", { + method: "PATCH", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ updates }), + }); + if (!res.ok) throw new Error("Failed to save classifications"); +} + +// ── DocType select ───────────────────────────────────────────────────────── + +function DocTypeSelect({ value, onChange }: { value: string; onChange: (v: string) => void }) { + return ( + + ); +} + +// ── Status icon ──────────────────────────────────────────────────────────── + +function StatusIcon({ status, isExisting, errorMsg }: { status: FileStatus; isExisting?: boolean; errorMsg?: string }) { + if (isExisting) return ; + if (status === "queued") return ; + if (status === "uploading") return ; + if (status === "done") return ; + return ; +} + +// ── Main component ───────────────────────────────────────────────────────── + +export default function ContractorUploadModal({ deal, portfolioId, onClose }: Props) { + const measures = parseMeasures(deal.proposedMeasures); + const fileInputRef = useRef(null); + const [isDragOver, setIsDragOver] = useState(false); + const [queue, setQueue] = useState([]); + const [phase, setPhase] = useState("loading"); + const [isUploading, setIsUploading] = useState(false); + const [isSaving, setIsSaving] = useState(false); + const [saveError, setSaveError] = useState(null); + + // ── Fetch existing unclassified files on mount ─────────────────────── + + useEffect(() => { + async function fetchExisting() { + const uprnParam = deal.uprn; + const propIdParam = deal.landlordPropertyId; + if (!uprnParam && !propIdParam) { + setPhase("upload"); + return; + } + + try { + const param = uprnParam + ? `uprn=${encodeURIComponent(uprnParam)}` + : `landlordPropertyId=${encodeURIComponent(propIdParam!)}`; + const res = await fetch(`/api/live-tracking/property-documents?${param}`); + if (!res.ok) throw new Error("fetch failed"); + const docs: { id: string; s3FileKey: string; docType: string | null; source: string | null }[] = await res.json(); + + const unclassified = docs.filter( + (d) => d.source === "contractor" && (d.docType === null || d.docType === "unknown"), + ); + + if (unclassified.length > 0) { + const entries: FileEntry[] = unclassified.map((d) => ({ + id: crypto.randomUUID(), + existingS3Key: d.s3FileKey, + displayName: s3KeyBasename(d.s3FileKey), + status: "done", + uploadedId: d.id, + docType: "", + measureName: measures[0] ?? "", + })); + setQueue(entries); + setPhase("classify"); + } else { + setPhase("upload"); + } + } catch { + // If fetch fails, just proceed to upload phase + setPhase("upload"); + } + } + + fetchExisting(); + // eslint-disable-next-line react-hooks/exhaustive-deps + }, []); + + // ── File selection ─────────────────────────────────────────────────── + + function addFiles(files: FileList | File[]) { + const newEntries: FileEntry[] = Array.from(files).map((f) => ({ + id: crypto.randomUUID(), + file: f, + displayName: f.name, + displaySize: formatSize(f.size), + status: "queued", + docType: "", + measureName: measures[0] ?? "", + })); + setQueue((prev) => [...prev, ...newEntries]); + } + + function handleInputChange(e: React.ChangeEvent) { + if (e.target.files?.length) addFiles(e.target.files); + e.target.value = ""; + } + + function handleDrop(e: React.DragEvent) { + e.preventDefault(); + setIsDragOver(false); + if (e.dataTransfer.files?.length) addFiles(e.dataTransfer.files); + } + + function removeFile(id: string) { + setQueue((prev) => prev.filter((f) => f.id !== id)); + } + + // ── Phase 1: Upload new files ──────────────────────────────────────── + + async function handleUpload() { + const toUpload = queue.filter((f) => f.status === "queued"); + if (toUpload.length === 0) { + // No new files to upload — go straight to classify for existing + setPhase("classify"); + return; + } + if (isUploading) return; + setIsUploading(true); + + setQueue((prev) => + prev.map((f) => f.status === "queued" ? { ...f, status: "uploading" } : f), + ); + + const uploadResults = await Promise.allSettled( + toUpload.map(async (entry) => { + const ext = (entry.file!.name.split(".").pop() ?? "bin").toLowerCase(); + const ct = contentTypeFor(ext); + const timestamp = Date.now(); + const s3Key = `contractor-install/${deal.dealId}/unclassified/${timestamp}_${entry.id.slice(0, 8)}.${ext}`; + + const presignedUrl = await getPresignedUrl(s3Key, ct); + await uploadFileToS3({ presignedUrl, file: entry.file!, contentType: ct }); + + const urlObj = new URL(presignedUrl); + const bucket = urlObj.hostname.split(".")[0]; + + const uploadedId = await recordUpload({ + s3FileKey: s3Key, + s3FileBucket: bucket, + uprn: deal.uprn ?? undefined, + hubspotDealId: deal.dealId, + landlordPropertyId: deal.landlordPropertyId ?? undefined, + }); + + return { id: entry.id, uploadedId }; + }), + ); + + const resultMap = new Map( + uploadResults.map((r, i) => [ + toUpload[i].id, + r.status === "fulfilled" ? { ok: true, uploadedId: r.value.uploadedId } : { ok: false }, + ]), + ); + + setQueue((prev) => + prev.map((f) => { + const r = resultMap.get(f.id); + if (!r) return f; + if (r.ok) return { ...f, status: "done", uploadedId: r.uploadedId }; + return { ...f, status: "error", errorMsg: "Upload failed" }; + }), + ); + + setIsUploading(false); + setPhase("classify"); + } + + // ── Phase 2: Classify ──────────────────────────────────────────────── + + function updateEntryField(id: string, field: "docType" | "measureName", value: string) { + setQueue((prev) => prev.map((f) => (f.id === id ? { ...f, [field]: value } : f))); + } + + const classifiableEntries = queue.filter((f) => f.status === "done" && f.uploadedId); + const allClassified = classifiableEntries.length > 0 && classifiableEntries.every((f) => f.docType !== ""); + + async function handleSaveClassifications() { + setSaveError(null); + setIsSaving(true); + try { + await saveClassifications( + classifiableEntries.map((f) => ({ + id: f.uploadedId!, + fileType: f.docType, + measureName: f.measureName || undefined, + })), + ); + onClose(); + } catch { + setSaveError("Failed to save classifications. Please try again."); + } finally { + setIsSaving(false); + } + } + + // ── Computed ───────────────────────────────────────────────────────── + + const newQueuedCount = queue.filter((f) => f.status === "queued").length; + const existingCount = queue.filter((f) => f.existingS3Key && f.status === "done").length; + const propertyLabel = deal.dealname ?? deal.landlordPropertyId ?? deal.dealId; + + // ── Render ─────────────────────────────────────────────────────────── + + return ( + + + + + {phase === "loading" ? "Loading…" : + phase === "upload" ? "Upload Documents" : + "Classify Documents"} + + + {phase === "loading" && "Checking for pending files…"} + {phase === "upload" && ( + <> + Upload install documents for {propertyLabel}. + {existingCount > 0 && ` ${existingCount} file${existingCount !== 1 ? "s" : ""} are pending classification.`} + + )} + {phase === "classify" && ( + <> + {classifiableEntries.length} file{classifiableEntries.length !== 1 ? "s" : ""} ready to classify. + Select a document type for each, then save. + + )} + + + +
+ + {/* ── Loading ── */} + {phase === "loading" && ( +
+ +
+ )} + + {/* ── Phase 1: Upload ── */} + {phase === "upload" && ( + <> + {/* Existing unclassified banner */} + {existingCount > 0 && ( +
+ + + {existingCount} previously uploaded file{existingCount !== 1 ? "s" : ""} {existingCount !== 1 ? "are" : "is"} waiting to be classified. + Add new files or go straight to classification. + +
+ )} + + {/* Drop zone */} +
fileInputRef.current?.click()} + onDragOver={(e) => { e.preventDefault(); setIsDragOver(true); }} + onDragLeave={() => setIsDragOver(false)} + onDrop={handleDrop} + > + +

Drop files here or click to browse

+

PDF, JPG, PNG accepted · Multiple files OK

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

{entry.displayName}

+ {entry.displaySize &&

{entry.displaySize}

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

{entry.displayName}

+ {entry.displaySize &&

{entry.displaySize}

} + {entry.existingS3Key &&

Previously uploaded

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

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

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

{f.displayName}

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

+ {saveError} +

+ )} +
+ )} +
+ + + {phase === "loading" && ( + + )} + + {phase === "upload" && ( + <> + + + + )} + + {phase === "classify" && ( + <> + + + + )} + + + + ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx index b89ba9b1..ac9b657a 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx @@ -28,7 +28,8 @@ import { } from "@/app/shadcn_components/ui/select"; import { Search, ChevronLeft, ChevronRight, Download } from "lucide-react"; import { createDocumentTableColumns } from "./DocumentTableColumns"; -import type { ClassifiedDeal, DocStatusMap } from "./types"; +import ContractorUploadModal from "./ContractorUploadModal"; +import type { ClassifiedDeal, DocStatusMap, PortfolioCapabilityType } from "./types"; type SurveyStatusFilter = "all" | "none" | "partial" | "complete"; @@ -36,6 +37,8 @@ interface DocumentTableProps { data: ClassifiedDeal[]; onOpenDrawer: (uprn: string | null, landlordPropertyId: string | null, dealname: string | null) => void; docStatusMap: DocStatusMap; + portfolioId: string; + userCapability: PortfolioCapabilityType; } function escapeCell(value: unknown): string { @@ -49,7 +52,7 @@ function escapeCell(value: unknown): string { : str; } -export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: DocumentTableProps) { +export default function DocumentTable({ data, onOpenDrawer, docStatusMap, portfolioId, userCapability }: DocumentTableProps) { const [globalFilter, setGlobalFilter] = useState(""); const [surveyStatusFilter, setSurveyStatusFilter] = useState("all"); const [sorting, setSorting] = useState([]); @@ -57,6 +60,7 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: Docu pageIndex: 0, pageSize: 25, }); + const [uploadDeal, setUploadDeal] = useState(null); const filteredData = useMemo(() => { if (surveyStatusFilter === "all") return data; @@ -70,8 +74,12 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: Docu }, [data, surveyStatusFilter, docStatusMap]); const columns = useMemo( - () => createDocumentTableColumns(onOpenDrawer, docStatusMap), - [onOpenDrawer, docStatusMap], + () => createDocumentTableColumns( + onOpenDrawer, + docStatusMap, + userCapability === "contractor" ? setUploadDeal : undefined, + ), + [onOpenDrawer, docStatusMap, userCapability], ); const table = useReactTable({ @@ -239,6 +247,15 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: Docu + {/* Contractor upload modal */} + {uploadDeal && ( + setUploadDeal(null)} + /> + )} + {/* Pagination */} {pageCount > 1 && (
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTableColumns.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTableColumns.tsx index f88514da..1b762c90 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTableColumns.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTableColumns.tsx @@ -1,7 +1,7 @@ "use client"; import { ColumnDef } from "@tanstack/react-table"; -import { ArrowUpDown, CheckCircle2, AlertCircle, FileX } from "lucide-react"; +import { ArrowUpDown, CheckCircle2, AlertCircle, FileX, Upload } from "lucide-react"; import type { ClassifiedDeal, DocStatusMap, DocStatus } from "./types"; function SortableHeader({ @@ -50,6 +50,7 @@ function SurveyStatusBadge({ status }: { status: DocStatus | undefined }) { export function createDocumentTableColumns( onOpenDrawer: (uprn: string | null, landlordPropertyId: string | null, dealname: string | null) => void, docStatusMap: DocStatusMap = {}, + onUpload?: (deal: ClassifiedDeal) => void, ): ColumnDef[] { return [ // ── Address ────────────────────────────────────────────────────────── @@ -143,5 +144,24 @@ export function createDocumentTableColumns( enableSorting: false, enableHiding: false, }, + + // ── Upload button (contractor only) ────────────────────────────────── + ...(onUpload ? [{ + id: "upload", + header: () => ( + Upload + ), + cell: ({ row }: { row: { original: ClassifiedDeal } }) => ( + + ), + enableSorting: false, + enableHiding: false, + } as ColumnDef] : []), ]; } diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/InstallUploadModal.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/InstallUploadModal.tsx deleted file mode 100644 index d7c83bf1..00000000 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/InstallUploadModal.tsx +++ /dev/null @@ -1,272 +0,0 @@ -"use client"; - -import { useState } from "react"; -import { - Dialog, - DialogContent, - DialogHeader, - DialogTitle, - DialogDescription, - DialogFooter, -} from "@/app/shadcn_components/ui/dialog"; -import { Button } from "@/app/shadcn_components/ui/button"; -import { Input } from "@/app/shadcn_components/ui/input"; -import { - Select, - SelectContent, - SelectGroup, - SelectItem, - SelectLabel, - SelectTrigger, - SelectValue, -} from "@/app/shadcn_components/ui/select"; -import { uploadFileToS3 } from "@/app/utils/s3"; -import type { ClassifiedDeal } from "./types"; - -type Props = { - deal: ClassifiedDeal; - onClose: () => void; -}; - -// Contractor-specific file type options grouped for the UI -const FILE_TYPE_OPTIONS: { value: string; label: string; group: string }[] = [ - // Install photos - { value: "pre_photo", label: "Pre Photo", group: "Install Photos" }, - { value: "mid_photo", label: "Mid Photo", group: "Install Photos" }, - { value: "post_photo", label: "Post Photo", group: "Install Photos" }, - // Pre-installation - { value: "pre_installation_building_inspection", label: "Pre-Installation Building Inspection (PIBI)", group: "Pre-Installation" }, - { value: "point_of_work_risk_assessment", label: "Point of Work Risk Assessment", group: "Pre-Installation" }, - // Compliance - { value: "claim_of_compliance", label: "Claim of Compliance (PAS 2030)", group: "Compliance" }, - { value: "mcs_compliance_certificate", label: "MCS Compliance Certificate", group: "Compliance" }, - { value: "certificate_of_conformity", label: "Certificate of Conformity", group: "Compliance" }, - { value: "minor_works_electrical_certificate", label: "Minor Works Electrical Certificate", group: "Compliance" }, - // Handover - { value: "handover_pack", label: "Handover Documents / Pack", group: "Handover" }, - { value: "workmanship_warranty", label: "Workmanship Warranty", group: "Handover" }, - { value: "insurance_guarantee", label: "Insurance Backed Guarantee (IBG)", group: "Handover" }, - { value: "g98_notification", label: "G98 / G99 Notification", group: "Handover" }, - { value: "ventilation_assessment_checklist", label: "Ventilation Assessment Checklist", group: "Handover" }, - // Qualifications - { value: "installer_qualifications", label: "Installer Qualifications", group: "Qualifications" }, - { value: "installer_feedback", label: "Installer Feedback", group: "Other" }, - { value: "contractor_other", label: "Other", group: "Other" }, -]; - -const FILE_TYPE_GROUPS = [ - "Install Photos", - "Pre-Installation", - "Compliance", - "Handover", - "Qualifications", - "Other", -]; - -function parseMeasures(raw: string | null | undefined): string[] { - if (!raw) return []; - return raw.split(",").map((m) => m.trim()).filter(Boolean); -} - -function contentTypeFor(ext: string): string { - const e = ext.toLowerCase(); - if (e === "pdf") return "application/pdf"; - if (e === "xml") return "application/xml"; - if (["jpg", "jpeg"].includes(e)) return "image/jpeg"; - if (e === "png") return "image/png"; - return "application/octet-stream"; -} - -async function getPresignedUrl(path: string, contentType: string): Promise { - const res = await fetch("/api/upload/retrofit-energy-assessments", { - method: "POST", - headers: { "Content-Type": "application/json" }, - body: JSON.stringify({ path, contentType, expiresInSeconds: 300 }), - }); - if (!res.ok) throw new Error("Failed to get presigned URL"); - const { url } = await res.json(); - return url; -} - -async function recordUpload(payload: { - s3FileKey: string; - s3FileBucket: string; - fileType: string; - measureName?: string; - uprn?: string; - hubspotDealId?: string; - landlordPropertyId?: string; -}) { - const res = await fetch("/api/upload/contractor-install", { - method: "POST", - headers: { "Content-Type": "application/json" }, - body: JSON.stringify(payload), - }); - if (!res.ok) throw new Error("Failed to record upload"); -} - -export default function InstallUploadModal({ deal, onClose }: Props) { - const measures = parseMeasures(deal.proposedMeasures); - const [file, setFile] = useState(null); - const [selectedMeasure, setSelectedMeasure] = useState( - measures[0] ?? "", - ); - const [selectedDocType, setSelectedDocType] = useState(""); - const [submitting, setSubmitting] = useState(false); - const [error, setError] = useState(null); - - function handleFileChange(e: React.ChangeEvent) { - const f = e.target.files?.[0] ?? null; - setFile(f); - setError(null); - } - - async function handleUpload() { - if (!file || !selectedDocType) return; - setSubmitting(true); - setError(null); - - try { - const timestamp = new Date() - .toISOString() - .replace(/[-:]/g, "") - .replace("T", "_") - .split(".")[0]; - const ext = (file.name.split(".").pop() || "bin").toLowerCase(); - const ct = contentTypeFor(ext); - - const s3Key = `contractor-install/${deal.dealId}/${selectedDocType}/${timestamp}.${ext}`; - - const presignedUrl = await getPresignedUrl(s3Key, ct); - - await uploadFileToS3({ presignedUrl, file, contentType: ct }); - - // Extract bucket from presigned URL (format: https://bucket.s3.region.amazonaws.com/...) - const urlObj = new URL(presignedUrl); - const bucket = urlObj.hostname.split(".")[0]; - - await recordUpload({ - s3FileKey: s3Key, - s3FileBucket: bucket, - fileType: selectedDocType, - measureName: selectedMeasure || undefined, - uprn: deal.uprn ?? undefined, - hubspotDealId: deal.dealId, - landlordPropertyId: deal.landlordPropertyId ?? undefined, - }); - - onClose(); - } catch (err) { - console.error(err); - setError("Upload failed. Please try again."); - } finally { - setSubmitting(false); - } - } - - const canUpload = !!file && !!selectedDocType && !submitting; - - return ( - - - - Upload Install Documentation - - Upload a document for{" "} - {deal.dealname ?? deal.landlordPropertyId ?? deal.dealId}. - Select the relevant measure and document type before uploading. - - - -
- {/* Measure selector */} - {measures.length > 0 && ( -
- - -
- )} - - {/* Document type selector */} -
- - -
- - {/* File picker */} -
- - -

- PDF, JPG, or PNG accepted. -

-
- - {error && ( -

- {error} -

- )} -
- - - - - - - - ); -} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx index a9138abf..2bb2a4f1 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx @@ -215,6 +215,8 @@ export default function LiveTracker({ data={currentProject?.allDeals ?? []} onOpenDrawer={handleOpenDrawer} docStatusMap={docStatusMap} + portfolioId={portfolioId} + userCapability={userCapability} />
@@ -356,6 +358,7 @@ export default function LiveTracker({ {/* ── Property detail drawer ─────────────────────────────────────── */} setDetailDeal(null)} /> diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx index 2aa61f5f..737aff26 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx @@ -1,7 +1,7 @@ "use client"; -import { useMemo, useState } from "react"; -import { useMutation, useQueryClient } from "@tanstack/react-query"; +import React, { useMemo, useState } from "react"; +import { useMutation, useQuery } from "@tanstack/react-query"; import { Table, TableBody, @@ -14,10 +14,20 @@ import { Input } from "@/app/shadcn_components/ui/input"; import { Button } from "@/app/shadcn_components/ui/button"; import { Badge } from "@/app/shadcn_components/ui/badge"; import { Checkbox } from "@/app/shadcn_components/ui/checkbox"; -import { Search, Upload, Save } from "lucide-react"; +import { Search, Save, ChevronDown, ChevronRight } from "lucide-react"; import { STAGE_COLORS } from "./types"; import type { ClassifiedDeal, PortfolioCapabilityType, ApprovalsByDeal } from "./types"; -import InstallUploadModal from "./InstallUploadModal"; +import { ApprovalConfirmDialog, type PendingDiff } from "./ApprovalConfirmDialog"; + +type AuditEvent = { + id: string; + hubspotDealId: string; + measureName: string; + action: string; // 'approved' | 'unapproved' + actedByEmail: string; + actedByName: string | null; + actedAt: string; // ISO string +}; type Props = { data: ClassifiedDeal[]; @@ -28,10 +38,7 @@ type Props = { function parseMeasures(raw: string | null | undefined): string[] { if (!raw) return []; - return raw - .split(",") - .map((m) => m.trim()) - .filter(Boolean); + return raw.split(",").map((m) => m.trim()).filter(Boolean); } function ApprovalStatus({ @@ -66,14 +73,83 @@ function ApprovalStatus({ ); } -async function saveApprovals( +function formatDate(iso: string) { + return new Date(iso).toLocaleString("en-GB", { + day: "numeric", + month: "short", + year: "numeric", + hour: "2-digit", + minute: "2-digit", + }); +} + +function ActivityLog({ + dealId, + portfolioId, +}: { + dealId: string; + portfolioId: string; +}) { + const { data, isLoading } = useQuery<{ events: AuditEvent[] }>({ + queryKey: ["approvalEvents", portfolioId, dealId], + queryFn: async () => { + const res = await fetch( + `/api/portfolio/${portfolioId}/approvals?dealIds=${dealId}&include=events`, + ); + if (!res.ok) throw new Error("Failed to fetch events"); + return res.json(); + }, + staleTime: 30_000, + }); + + if (isLoading) { + return ( +

Loading activity…

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

No activity yet.

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

+ Activity log +

+ +
+ + )} - + ); })}
- {/* Install upload modal */} - {uploadDeal && ( - setUploadDeal(null)} - /> - )} + {/* Confirmation dialog */} + saveMutation.mutate()} + onCancel={() => setShowConfirm(false)} + isPending={saveMutation.isPending} + /> + ); } diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx index cbe9c9d4..0ca08ce9 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx @@ -1,7 +1,9 @@ "use client"; +import { useState } from "react"; +import { useQuery } from "@tanstack/react-query"; import { motion, AnimatePresence } from "framer-motion"; -import { X, CheckCircle2, Circle, AlertTriangle } from "lucide-react"; +import { X, CheckCircle2, Circle, AlertTriangle, ChevronRight, ChevronDown } from "lucide-react"; import { Drawer, DrawerClose, @@ -13,6 +15,84 @@ import { import { STAGE_COLORS } from "./types"; import type { ClassifiedDeal } from "./types"; +// ----------------------------------------------------------------------- +// Approval log types + helpers +// ----------------------------------------------------------------------- +type AuditEvent = { + id: string; + measureName: string; + action: string; // 'approved' | 'unapproved' + actedByEmail: string; + actedByName: string | null; + actedAt: string; +}; + +function formatDateTime(iso: string) { + return new Date(iso).toLocaleString("en-GB", { + day: "numeric", + month: "short", + year: "numeric", + hour: "2-digit", + minute: "2-digit", + }); +} + +function ApprovalLogSection({ + dealId, + portfolioId, +}: { + dealId: string; + portfolioId: string; +}) { + const { data, isLoading } = useQuery<{ events: AuditEvent[] }>({ + queryKey: ["approvalEvents", portfolioId, dealId], + queryFn: async () => { + const res = await fetch( + `/api/portfolio/${portfolioId}/approvals?dealIds=${dealId}&include=events`, + ); + if (!res.ok) throw new Error("Failed to fetch events"); + return res.json(); + }, + staleTime: 30_000, + }); + + if (isLoading) { + return

Loading activity…

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

No approval activity yet.

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

Project Timeline

+ + {/* Approval log — collapsible */} +
+ + {isLogOpen && ( +
+ +
+ )} +
{/* Footer */} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx index 1a8fc5ef..c91323e7 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx @@ -10,7 +10,7 @@ import { uploadedFiles } from "@/app/db/schema/uploaded_files"; import { portfolioOrganisation } from "@/app/db/schema/portfolio_organisation"; import { organisation } from "@/app/db/schema/organisation"; import { portfolioCapabilities } from "@/app/db/schema/portfolio"; -import { dealApprovals, dealApprovedMeasures } from "@/app/db/schema/approvals"; +import { dealMeasureApprovals } from "@/app/db/schema/approvals"; import { user as userTable } from "@/app/db/schema/users"; import type { HubspotDeal, DocStatusMap, DocStatus, PortfolioCapabilityType, ApprovalsByDeal } from "./types"; import { EXPECTED_SURVEY_DOC_TYPES } from "./types"; @@ -148,31 +148,25 @@ export default async function LiveReportingPage(props: { } } - // Fetch deal approvals for all deals in scope + // Fetch currently approved measures for all deals in scope const approvalsByDeal: ApprovalsByDeal = {}; const dealIds = deals.map((d) => d.dealId).filter(Boolean); if (dealIds.length > 0) { const approvalRows = await db - .select({ id: dealApprovals.id, hubspotDealId: dealApprovals.hubspotDealId }) - .from(dealApprovals) - .where(inArray(dealApprovals.hubspotDealId, dealIds)); + .select({ + hubspotDealId: dealMeasureApprovals.hubspotDealId, + measureName: dealMeasureApprovals.measureName, + }) + .from(dealMeasureApprovals) + .where( + and( + inArray(dealMeasureApprovals.hubspotDealId, dealIds), + eq(dealMeasureApprovals.isApproved, true), + ), + ); - if (approvalRows.length > 0) { - const approvalIds = approvalRows.map((a) => a.id); - const measureRows = await db - .select({ - dealApprovalId: dealApprovedMeasures.dealApprovalId, - measureName: dealApprovedMeasures.measureName, - }) - .from(dealApprovedMeasures) - .where(inArray(dealApprovedMeasures.dealApprovalId, approvalIds)); - - const approvalById = new Map(approvalRows.map((a) => [a.id.toString(), a.hubspotDealId])); - for (const m of measureRows) { - const dealId = approvalById.get(m.dealApprovalId.toString()); - if (!dealId) continue; - (approvalsByDeal[dealId] ??= []).push(m.measureName); - } + for (const row of approvalRows) { + (approvalsByDeal[row.hubspotDealId] ??= []).push(row.measureName); } } From 33d1b42d913f0b6f1282e9cb35edb28b260afe8d Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Fri, 17 Apr 2026 10:00:13 +0000 Subject: [PATCH 10/43] add devcontainre --- .devcontainer/devcontainer.json | 3 +- devcontainer.sh | 102 ++++++++++++++++++++++++++++++++ 2 files changed, 104 insertions(+), 1 deletion(-) create mode 100644 devcontainer.sh diff --git a/.devcontainer/devcontainer.json b/.devcontainer/devcontainer.json index d1416d85..d8c62f05 100644 --- a/.devcontainer/devcontainer.json +++ b/.devcontainer/devcontainer.json @@ -5,7 +5,8 @@ "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=${localEnv:HOME},target=/workspaces/home,type=bind" diff --git a/devcontainer.sh b/devcontainer.sh new file mode 100644 index 00000000..5c536cb7 --- /dev/null +++ b/devcontainer.sh @@ -0,0 +1,102 @@ +#!/usr/bin/env bash +# +# devcontainer.sh — devcontainer helper for this repo +# +# Usage: +# ./devcontainer.sh +# +# Commands: +# up build + start the devcontainer (idempotent) +# shell attach a bash shell; auto-ups if not running +# down stop the devcontainer +# rebuild remove + rebuild from scratch, no cache +# +# Examples: +# ./devcontainer.sh shell # one-shot: up if needed, then bash +# ./devcontainer.sh rebuild + +set -euo pipefail + +SCRIPT_DIR="$(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 From 02e1b527b890d5d67bd656c854a0bca58b7f0f80 Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Fri, 17 Apr 2026 10:07:30 +0000 Subject: [PATCH 11/43] keep it minimal --- .../portfolio/BulkUploadComingSoonModal.tsx | 87 +++++++++++++++++++ 1 file changed, 87 insertions(+) create mode 100644 src/app/components/portfolio/BulkUploadComingSoonModal.tsx 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. +

+
+ + +
+ + +
+ + + ); +} From 31a1e46661de94c4b3205eab80478e5b3995ad4f Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Fri, 17 Apr 2026 11:57:54 +0000 Subject: [PATCH 12/43] tweaking documents and measures tables --- .../your-projects/live/DocumentTable.tsx | 2 +- .../your-projects/live/MeasuresTable.tsx | 4 ++-- .../[slug]/(portfolio)/your-projects/live/page.tsx | 13 +++++++------ .../[slug]/(portfolio)/your-projects/live/types.ts | 2 +- 4 files changed, 11 insertions(+), 10 deletions(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx index ac9b657a..195b534b 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx @@ -77,7 +77,7 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap, portfo () => createDocumentTableColumns( onOpenDrawer, docStatusMap, - userCapability === "contractor" ? setUploadDeal : undefined, + userCapability.includes("contractor") ? setUploadDeal : undefined, ), [onOpenDrawer, docStatusMap, userCapability], ); diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx index 737aff26..f7e3414a 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx @@ -297,7 +297,7 @@ export default function MeasuresTable({ {filtered.length} of {dealsWithMeasures.length} properties - {userCapability === "approver" && hasPendingChanges && ( + {userCapability.includes("approver") && hasPendingChanges && ( + {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. +

+
+ )} + + ); +} + +// ── Searchable DocType combobox ──────────────────────────────────────────── + +function DocTypeSelect({ value, onChange, showHint = false }: { value: string; onChange: (v: string) => void; showHint?: boolean }) { + const selected = FILE_TYPE_OPTIONS.find((o) => o.value === value); + const [open, setOpen] = useState(false); + const [query, setQuery] = useState(""); + const [dropdownStyle, setDropdownStyle] = useState({}); + const triggerRef = useRef(null); + const inputRef = useRef(null); + + function openDropdown() { + if (!triggerRef.current) return; + const rect = triggerRef.current.getBoundingClientRect(); + const spaceBelow = window.innerHeight - rect.bottom; + const dropdownHeight = 280; + const showAbove = spaceBelow < dropdownHeight && rect.top > dropdownHeight; + setDropdownStyle({ + position: "fixed", + left: rect.left, + width: rect.width, + zIndex: 9999, + ...(showAbove + ? { bottom: window.innerHeight - rect.top + 4 } + : { top: rect.bottom + 4 }), + }); + setOpen(true); + } + + function close() { + setOpen(false); + setQuery(""); + } + + function select(val: string) { + onChange(val); + close(); + } + + // Focus search input when opening + useEffect(() => { + if (open) setTimeout(() => inputRef.current?.focus(), 0); + }, [open]); + + const filtered = query.trim() + ? FILE_TYPE_OPTIONS.filter((o) => + o.label.toLowerCase().includes(query.toLowerCase()) || + o.group.toLowerCase().includes(query.toLowerCase()) + ) + : null; + + return ( +
+ {/* Trigger */} + + + {open && typeof document !== "undefined" && createPortal( + <> + {/* Transparent overlay — position:fixed escapes overflow:hidden, catches all outside clicks */} +
+ + {/* Dropdown — above the overlay */} +
+
+ setQuery(e.target.value)} + placeholder="Search…" + className="w-full rounded border border-gray-200 px-2 py-1 text-xs outline-none focus:border-brandblue" + /> +
+
+ {filtered ? ( + filtered.length === 0 ? ( +

No results

+ ) : ( + filtered.map((o) => ( + + )) + ) + ) : ( + FILE_TYPE_GROUPS.map((group) => { + const items = FILE_TYPE_OPTIONS.filter((o) => o.group === group); + if (!items.length) return null; + return ( +
+

+ {group} +

+ {items.map((o) => ( + + ))} +
+ ); + }) + )} +
+
+ , + document.body + )} + + {showHint && selected?.hint && ( +

{selected.hint}

+ )} +
); } @@ -343,7 +573,7 @@ export default function ContractorUploadModal({ deal, portfolioId, onClose }: Pr classifiableEntries.map((f) => ({ id: f.uploadedId!, fileType: f.docType, - measureName: f.measureName || undefined, + measureName: (f.measureName && f.measureName !== "__none__") ? f.measureName : undefined, })), ); onClose(); @@ -364,7 +594,7 @@ export default function ContractorUploadModal({ deal, portfolioId, onClose }: Pr return ( - + {phase === "loading" ? "Loading…" : @@ -400,6 +630,9 @@ export default function ContractorUploadModal({ deal, portfolioId, onClose }: Pr {/* ── Phase 1: Upload ── */} {phase === "upload" && ( <> + {/* PAS guidance */} + + {/* Existing unclassified banner */} {existingCount > 0 && (
@@ -463,15 +696,18 @@ export default function ContractorUploadModal({ deal, portfolioId, onClose }: Pr {/* ── Phase 2: Classify ── */} {phase === "classify" && (
+ {/* PAS guidance */} + + {/* Column headers */} -
+
File Document Type * Measure
{classifiableEntries.map((entry) => ( -
+
@@ -480,14 +716,14 @@ export default function ContractorUploadModal({ deal, portfolioId, onClose }: Pr {entry.existingS3Key &&

Previously uploaded

}
- updateEntryField(entry.id, "docType", v)} /> + updateEntryField(entry.id, "docType", v)} showHint /> {measures.length > 0 ? ( - updateEntryField(entry.id, "measureName", v === "__none__" ? "" : v)}> - — None — + — None — {measures.map((m) => ( {m} ))} From a5b3cfe85bddd562478ea276820f8c65d315df0e Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Fri, 17 Apr 2026 18:18:07 +0000 Subject: [PATCH 15/43] set the contractor upload and classification workflow --- .../live/ContractorUploadModal.tsx | 152 +++--------------- 1 file changed, 25 insertions(+), 127 deletions(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx index eb6b66df..1fa07b79 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx @@ -1,7 +1,6 @@ "use client"; import { useEffect, useRef, useState } from "react"; -import { createPortal } from "react-dom"; import { Dialog, DialogContent, @@ -256,138 +255,37 @@ function PasGuidancePanel() { ); } -// ── Searchable DocType combobox ──────────────────────────────────────────── +// ── DocType select ──────────────────────────────────────────────────────── function DocTypeSelect({ value, onChange, showHint = false }: { value: string; onChange: (v: string) => void; showHint?: boolean }) { const selected = FILE_TYPE_OPTIONS.find((o) => o.value === value); - const [open, setOpen] = useState(false); - const [query, setQuery] = useState(""); - const [dropdownStyle, setDropdownStyle] = useState({}); - const triggerRef = useRef(null); - const inputRef = useRef(null); - - function openDropdown() { - if (!triggerRef.current) return; - const rect = triggerRef.current.getBoundingClientRect(); - const spaceBelow = window.innerHeight - rect.bottom; - const dropdownHeight = 280; - const showAbove = spaceBelow < dropdownHeight && rect.top > dropdownHeight; - setDropdownStyle({ - position: "fixed", - left: rect.left, - width: rect.width, - zIndex: 9999, - ...(showAbove - ? { bottom: window.innerHeight - rect.top + 4 } - : { top: rect.bottom + 4 }), - }); - setOpen(true); - } - - function close() { - setOpen(false); - setQuery(""); - } - - function select(val: string) { - onChange(val); - close(); - } - - // Focus search input when opening - useEffect(() => { - if (open) setTimeout(() => inputRef.current?.focus(), 0); - }, [open]); - - const filtered = query.trim() - ? FILE_TYPE_OPTIONS.filter((o) => - o.label.toLowerCase().includes(query.toLowerCase()) || - o.group.toLowerCase().includes(query.toLowerCase()) - ) - : null; return (
- {/* Trigger */} - - - {open && typeof document !== "undefined" && createPortal( - <> - {/* Transparent overlay — position:fixed escapes overflow:hidden, catches all outside clicks */} -
- - {/* Dropdown — above the overlay */} -
-
- setQuery(e.target.value)} - placeholder="Search…" - className="w-full rounded border border-gray-200 px-2 py-1 text-xs outline-none focus:border-brandblue" - /> -
-
- {filtered ? ( - filtered.length === 0 ? ( -

No results

- ) : ( - filtered.map((o) => ( - - )) - ) - ) : ( - FILE_TYPE_GROUPS.map((group) => { - const items = FILE_TYPE_OPTIONS.filter((o) => o.group === group); - if (!items.length) return null; - return ( -
-

- {group} -

- {items.map((o) => ( - - ))} -
- ); - }) - )} -
-
- , - document.body - )} - + {showHint && selected?.hint && (

{selected.hint}

)} From f04fb8f0265fd15dae9adcc330906a997d246cb1 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Fri, 17 Apr 2026 18:49:10 +0000 Subject: [PATCH 16/43] updated install documents ui --- .../live-tracking/property-documents/route.ts | 2 + .../your-projects/live/DocumentTable.tsx | 101 +++++++--- .../live/DocumentTableColumns.tsx | 77 ++++++-- .../your-projects/live/PropertyDrawer.tsx | 182 +++++++++++------- .../your-projects/live/PropertyTable.tsx | 6 +- .../live/PropertyTableColumns.tsx | 4 +- .../(portfolio)/your-projects/live/page.tsx | 53 ++++- .../(portfolio)/your-projects/live/types.ts | 27 ++- 8 files changed, 327 insertions(+), 125 deletions(-) diff --git a/src/app/api/live-tracking/property-documents/route.ts b/src/app/api/live-tracking/property-documents/route.ts index 0e73dc6d..270d826d 100644 --- a/src/app/api/live-tracking/property-documents/route.ts +++ b/src/app/api/live-tracking/property-documents/route.ts @@ -32,6 +32,7 @@ export async function GET(req: Request) { source: uploadedFiles.source, uprn: uploadedFiles.uprn, landlordPropertyId: uploadedFiles.landlordPropertyId, + measureName: uploadedFiles.measureName, }) .from(uploadedFiles) .where(condition); @@ -45,6 +46,7 @@ export async function GET(req: Request) { 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/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx index 195b534b..01baed96 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx @@ -31,7 +31,8 @@ import { createDocumentTableColumns } from "./DocumentTableColumns"; import ContractorUploadModal from "./ContractorUploadModal"; import type { ClassifiedDeal, DocStatusMap, PortfolioCapabilityType } 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[]; @@ -54,7 +55,8 @@ function escapeCell(value: unknown): string { export default function DocumentTable({ data, onOpenDrawer, docStatusMap, portfolioId, userCapability }: 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, @@ -63,15 +65,26 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap, portfo 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; + + 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( @@ -98,19 +111,27 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap, portfo 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 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"); @@ -127,11 +148,19 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap, portfo 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 ( @@ -152,22 +181,42 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap, portfo />
- {/* Survey status filter */} + {/* Retrofit assessment filter */} + + {/* Install docs filter */} + @@ -192,7 +241,7 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap, portfo {" "} of{" "} {totalFiltered}{" "} - {surveyStatusFilter !== "all" ? `(${surveyStatusLabel[surveyStatusFilter].toLowerCase()}) ` : ""} + {(retroAssessmentFilter !== "all" || installStatusFilter !== "all") ? "(filtered) " : ""} propert{totalFiltered === 1 ? "y" : "ies"}

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 1b762c90..d630130e 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, Upload } 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 ( @@ -47,6 +47,40 @@ function SurveyStatusBadge({ status }: { status: DocStatus | undefined }) { ); } +function InstallDocsBadge({ status }: { status: DocStatus | undefined }) { + const installStatus = status?.installStatus ?? "none"; + if (installStatus === "all") { + return ( + + + All Measures + + ); + } + if (installStatus === "partial") { + return ( + + + Some Measures + + ); + } + if (installStatus === "hasDocs") { + return ( + + + Has Docs + + ); + } + return ( + + + No Docs + + ); +} + export function createDocumentTableColumns( onOpenDrawer: (uprn: string | null, landlordPropertyId: string | null, dealname: string | null) => void, docStatusMap: DocStatusMap = {}, @@ -81,19 +115,38 @@ 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; + 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 ; + return ; + }, + enableHiding: false, + }, + + // ── Install Docs Status ─────────────────────────────────────────────── + { + id: "installDocs", + accessorFn: (row) => { + const status = row.uprn ? docStatusMap[row.uprn] : undefined; + 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 = row.original.uprn ? docStatusMap[row.original.uprn] : undefined; + return ; }, enableHiding: false, }, @@ -111,11 +164,11 @@ export function createDocumentTableColumns( 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"; diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx index 6dc83ef6..63ef1313 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx @@ -11,6 +11,7 @@ import { FolderOpen, X, ExternalLink, + HardHat, } from "lucide-react"; import { Drawer, @@ -21,10 +22,11 @@ import { DrawerDescription, } from "@/app/shadcn_components/ui/drawer"; import type { PropertyDocument } from "./types"; -import { EXPECTED_SURVEY_DOC_TYPES } from "./types"; +import { EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES, SURVEY_ALL_DOC_TYPES } from "./types"; -// Human-readable labels for the main DB fileType enum values +// Human-readable labels for all DB fileType enum values const DOC_TYPE_LABELS: Record = { + // Survey / retrofit assessment docs photo_pack: "Photo Pack", site_note: "Site Note", rd_sap_site_note: "RdSAP Site Note", @@ -34,13 +36,43 @@ const DOC_TYPE_LABELS: Record = { par_photo_pack: "PAR Photo Pack", pas_2023_property: "PAS 2023 Property Report", pas_2023_occupancy: "PAS 2023 Occupancy Report", + ecmk_site_note: "ECMK Site Note", + ecmk_rd_sap_site_note: "ECMK RdSAP Site Note", + ecmk_survey_xml: "ECMK Survey XML", + // Install docs — photos + 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", + // Install docs — pre-installation + pre_installation_building_inspection: "PIBI / Tech Survey", + point_of_work_risk_assessment: "Point of Work Risk Assessment", + // Install docs — compliance & lodgement + 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", + // Install docs — ventilation + ventilation_assessment_checklist: "Ventilation Assessment Checklist", + anemometer_readings: "Anemometer Readings", + commissioning_records: "Commissioning Records", + part_f_ventilation_document: "Approved Document Part F", + // Install docs — handover & warranties + handover_pack: "Handover Pack", + insurance_guarantee: "Insurance Backed Guarantee (IBG)", + workmanship_warranty: "Workmanship Warranty", + g98_notification: "G98 / G99 Notification", + // Install docs — qualifications & other + installer_qualifications: "Installer Qualifications", + installer_feedback: "Installer Feedback", + contractor_other: "Other", }; -// All survey docs go under this group for now (extensible later) -function getDocCategory(_docType: string): string { - return "Survey Documents"; -} - function formatDate(iso: string): string { try { return new Date(iso).toLocaleDateString("en-GB", { @@ -56,7 +88,7 @@ function formatDate(iso: string): string { // ----------------------------------------------------------------------- // Individual document row // ----------------------------------------------------------------------- -function DocumentRow({ doc }: { doc: PropertyDocument }) { +function DocumentRow({ doc, showMeasure }: { doc: PropertyDocument; showMeasure?: boolean }) { const label = DOC_TYPE_LABELS[doc.docType] ?? doc.docType; const { mutate: download, isPending: signing } = useMutation({ @@ -90,7 +122,10 @@ function DocumentRow({ doc }: { doc: PropertyDocument }) {

{label}

- {formatDate(doc.s3UploadTimestamp)} + {showMeasure && doc.measureName + ? <>{doc.measureName} · {formatDate(doc.s3UploadTimestamp)} + : formatDate(doc.s3UploadTimestamp) + }

@@ -161,20 +196,16 @@ export default function PropertyDrawer({ } const documents = open ? (fetchedDocuments as PropertyDocument[]) : lastDocumentsRef.current; - // Group docs by category for display - const grouped = documents.reduce< - Record - >((acc, doc) => { - const category = getDocCategory(doc.docType); - (acc[category] ??= []).push(doc); - return acc; - }, {}); + // Split documents into the two sections + const retrofitDocs = documents.filter((d) => SURVEY_ALL_DOC_TYPES.has(d.docType)); + const installDocs = documents.filter((d) => !SURVEY_ALL_DOC_TYPES.has(d.docType)); const hasDocuments = documents.length > 0; - const presentTypes = new Set(documents.map((d) => d.docType)); - const missingTypes = EXPECTED_SURVEY_DOC_TYPES.filter( - (t) => !presentTypes.has(t), + // Missing mandatory retrofit assessment docs (ecmk types are optional — not shown as missing) + const presentRetrofitTypes = new Set(retrofitDocs.map((d) => d.docType)); + const missingRetrofitTypes = EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES.filter( + (t) => !presentRetrofitTypes.has(t), ); return ( @@ -220,7 +251,7 @@ export default function PropertyDrawer({ {/* Body */} -
+
{/* Loading state */} {isFetching && (
@@ -248,7 +279,7 @@ export default function PropertyDrawer({
)} - {/* Empty state — shows all missing doc types */} + {/* Empty state */} {!isFetching && !isError && !hasDocuments && (
@@ -259,15 +290,14 @@ export default function PropertyDrawer({ No documents available

- All {EXPECTED_SURVEY_DOC_TYPES.length} survey documents are - outstanding. + All {EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES.length} retrofit assessment documents are outstanding.

- Missing Documents ({missingTypes.length}) + Missing Documents ({missingRetrofitTypes.length})

- {missingTypes.map((t) => ( + {missingRetrofitTypes.map((t) => (
)} - {/* Document groups */} - {!isFetching && - !isError && - hasDocuments && - Object.entries(grouped).map(([category, docs]) => ( + {!isFetching && !isError && hasDocuments && ( + <> + {/* ── Retrofit Assessment Documents ── */}

- {category} + Retrofit Assessment Documents

-
- {docs.map((doc) => ( - - ))} -
- - ))} - - - {/* Missing documents section — shown when some but not all docs are present */} - {!isFetching && - !isError && - hasDocuments && - missingTypes.length > 0 && ( - -

- Missing Documents ({missingTypes.length}) -

-
- {missingTypes.map((t) => ( -
- - - {DOC_TYPE_LABELS[t] ?? t} - + {retrofitDocs.length > 0 ? ( +
+ {retrofitDocs.map((doc) => ( + + ))}
- ))} -
- + ) : ( +

None uploaded yet.

+ )} + + {/* Missing mandatory retrofit assessment docs */} + {missingRetrofitTypes.length > 0 && ( +
+

+ Missing ({missingRetrofitTypes.length}) +

+ {missingRetrofitTypes.map((t) => ( +
+ + + {DOC_TYPE_LABELS[t] ?? t} + +
+ ))} +
+ )} + + + {/* ── Install Documents ── */} + +

+ + Install Documents +

+ {installDocs.length > 0 ? ( +
+ {installDocs.map((doc) => ( + + ))} +
+ ) : ( +

No install documents uploaded yet.

+ )} + + )} +
{/* Footer */} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTable.tsx index ac29be06..db9c867c 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTable.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTable.tsx @@ -126,9 +126,9 @@ export default function PropertyTable({ data, onOpenDrawer, onOpenDetail, showDo if (docFilter !== "all") { result = result.filter((d) => { const status = d.uprn ? docStatusMap[d.uprn] : undefined; - if (docFilter === "none") return !status || !status.hasDocs; - if (docFilter === "has_docs") return !!status?.hasDocs; - if (docFilter === "incomplete") return !!status?.hasDocs && !status.isComplete; + if (docFilter === "none") return !status || !status.hasSurveyDocs; + if (docFilter === "has_docs") return !!status?.hasSurveyDocs; + if (docFilter === "incomplete") return !!status?.hasSurveyDocs && !status.isSurveyComplete; return true; }); } diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx index 95624183..03804eef 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx @@ -285,8 +285,8 @@ export function createPropertyTableColumns( cell: ({ row }) => { const uprn = row.original.uprn ?? ""; const status = uprn ? docStatusMap[uprn] : undefined; - const isComplete = status?.isComplete; - const hasDocs = status?.hasDocs; + const isComplete = status?.isSurveyComplete; + const hasDocs = status?.hasSurveyDocs; let icon: React.ReactNode; let className: string; diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx index 0cbc8696..db5a3ae2 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx @@ -13,7 +13,7 @@ import { portfolioCapabilities } from "@/app/db/schema/portfolio"; import { dealMeasureApprovals } from "@/app/db/schema/approvals"; import { user as userTable } from "@/app/db/schema/users"; import type { HubspotDeal, DocStatusMap, DocStatus, PortfolioCapabilityType, ApprovalsByDeal } from "./types"; -import { EXPECTED_SURVEY_DOC_TYPES } from "./types"; +import { EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES, SURVEY_ALL_DOC_TYPES } from "./types"; import type { InferSelectModel } from "drizzle-orm"; import { Card, CardContent } from "@/app/shadcn_components/ui/card"; import { Building2 } from "lucide-react"; @@ -184,23 +184,58 @@ export default async function LiveReportingPage(props: { if (uprnList.length > 0) { const docRows = await db - .select() + .select({ + uprn: uploadedFiles.uprn, + fileType: uploadedFiles.fileType, + measureName: uploadedFiles.measureName, + }) .from(uploadedFiles) .where(inArray(uploadedFiles.uprn, uprnList)); - const grouped: Record> = {}; + // Group docs by UPRN + const docsByUprn = new Map>(); for (const row of docRows) { if (row.uprn === null || row.fileType === null) continue; const key = String(row.uprn); - (grouped[key] ??= new Set()).add(row.fileType); + if (!docsByUprn.has(key)) docsByUprn.set(key, []); + docsByUprn.get(key)!.push({ fileType: row.fileType, measureName: row.measureName }); } - for (const [uprn, types] of Object.entries(grouped)) { - const presentTypes = Array.from(types); + // Build measures lookup from deals (uprn → proposed measure names) + const measuresByUprn = new Map(); + for (const deal of deals) { + if (deal.uprn) { + const key = String(deal.uprn); + const measures = (deal.proposedMeasures ?? "") + .split(",").map((m: string) => m.trim()).filter(Boolean); + measuresByUprn.set(key, measures); + } + } + + for (const [uprn, docs] of docsByUprn) { + const surveyDocs = docs.filter((d) => SURVEY_ALL_DOC_TYPES.has(d.fileType)); + const installDocs = docs.filter((d) => !SURVEY_ALL_DOC_TYPES.has(d.fileType)); + const surveyTypeSet = new Set(surveyDocs.map((d) => d.fileType)); + + const measures = measuresByUprn.get(uprn) ?? []; + let installStatus: DocStatus["installStatus"] = "none"; + if (installDocs.length > 0) { + if (measures.length === 0) { + installStatus = "hasDocs"; + } else { + const measuresWithDocs = new Set( + installDocs.map((d) => d.measureName).filter(Boolean), + ); + installStatus = measures.every((m) => measuresWithDocs.has(m)) ? "all" : "partial"; + } + } + const status: DocStatus = { - presentTypes, - hasDocs: presentTypes.length > 0, - isComplete: EXPECTED_SURVEY_DOC_TYPES.every((t) => types.has(t)), + presentSurveyTypes: Array.from(surveyTypeSet), + hasSurveyDocs: surveyDocs.length > 0, + isSurveyComplete: EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES.every((t) => surveyTypeSet.has(t)), + hasInstallDocs: installDocs.length > 0, + installStatus, }; docStatusMap[uprn] = status; } diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts index a244f689..749a97d6 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts @@ -205,10 +205,11 @@ export type PropertyDocument = { s3UploadTimestamp: string; // ISO string uprn: string | null; landlordPropertyId: string | null; + measureName: string | null; // set for install docs }; -// All survey document types expected for a complete survey -export const EXPECTED_SURVEY_DOC_TYPES = [ +// Mandatory retrofit assessment doc types (used for completeness check — ecmk types are optional) +export const EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES = [ "photo_pack", "site_note", "rd_sap_site_note", @@ -220,10 +221,26 @@ export const EXPECTED_SURVEY_DOC_TYPES = [ "pas_2023_occupancy", ] as const; +// All survey-adjacent types (including optional ecmk docs) — used for display categorisation +export const SURVEY_ALL_DOC_TYPES = new Set([ + ...EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES, + "ecmk_site_note", + "ecmk_rd_sap_site_note", + "ecmk_survey_xml", +]); + export type DocStatus = { - presentTypes: string[]; - hasDocs: boolean; - isComplete: boolean; // all EXPECTED_SURVEY_DOC_TYPES present + // Retrofit assessment docs + presentSurveyTypes: string[]; + hasSurveyDocs: boolean; + isSurveyComplete: boolean; // all 9 EXPECTED_RETROFIT_ASSESSMENT_DOC_TYPES present (ecmk not counted) + // Install docs + hasInstallDocs: boolean; + installStatus: "none" | "partial" | "hasDocs" | "all"; + // "all" = install docs exist for every proposed measure + // "partial" = some (but not all) proposed measures have docs + // "hasDocs" = has install docs but no measures defined on the deal + // "none" = no install docs at all }; export type DocStatusMap = Record; // keyed by UPRN string From ffe79a27e4b51197f14b2559aefe0492aaad2f9d Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Fri, 17 Apr 2026 19:24:05 +0000 Subject: [PATCH 17/43] adding removal requests --- .../your-projects/live/LiveTracker.tsx | 5 + .../live/PropertyDetailDrawer.tsx | 278 +++++++++++++++++- .../(portfolio)/your-projects/live/page.tsx | 28 +- .../(portfolio)/your-projects/live/types.ts | 16 + 4 files changed, 320 insertions(+), 7 deletions(-) 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 2bb2a4f1..07255686 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx @@ -34,6 +34,8 @@ export default function LiveTracker({ userCapability, approvalsByDeal, portfolioId, + userRole, + userEmail, }: LiveTrackerProps) { // ── Tab state ──────────────────────────────────────────────────────── const [activeTab, setActiveTab] = useState<"analytics" | "properties" | "documents" | "measures">( @@ -360,6 +362,9 @@ export default function LiveTracker({ deal={detailDeal} portfolioId={portfolioId} onClose={() => setDetailDeal(null)} + userRole={userRole} + userCapability={userCapability} + userEmail={userEmail} />
); 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 0ca08ce9..71175b67 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx @@ -1,19 +1,263 @@ "use client"; import { useState } from "react"; -import { useQuery } from "@tanstack/react-query"; -import { motion, AnimatePresence } from "framer-motion"; -import { X, CheckCircle2, Circle, AlertTriangle, ChevronRight, ChevronDown } from "lucide-react"; +import { useQuery, useQueryClient } from "@tanstack/react-query"; +import { X, CheckCircle2, Circle, AlertTriangle, ChevronRight, ChevronDown, Trash2 } 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 [dialogOpen, setDialogOpen] = useState(false); + 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 pendingRequest = data?.requests?.find((r) => r.status === "pending") ?? null; + const latestResolvedRequest = data?.requests?.find((r) => r.status !== "pending") ?? null; + + async function handleSubmit() { + if (!reason.trim()) return; + setSubmitting(true); + setError(null); + try { + const res = await fetch(`/api/portfolio/${portfolioId}/removal-requests`, { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ hubspotDealId: dealId, reason: reason.trim() }), + }); + if (!res.ok) { + const json = await res.json().catch(() => ({})); + setError(json.error ?? "Failed to submit request"); + return; + } + setDialogOpen(false); + setReason(""); + queryClient.invalidateQueries({ queryKey: ["removalRequests", portfolioId, dealId] }); + } finally { + setSubmitting(false); + } + } + + async function handleReview(requestId: string, action: "approved" | "declined") { + setReviewing(true); + setError(null); + try { + const res = await fetch(`/api/portfolio/${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); + } + } + + if (isLoading) { + return

Loading…

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

{error}

+ )} + + {/* Pending request — visible to everyone */} + {pendingRequest && ( +
+
+ + Pending Removal Request + +
+

{pendingRequest.reason}

+

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

+ {/* Approver actions */} + {isApprover && ( +
+ + +
+ )} +
+ )} + + {/* Most recent resolved request */} + {!pendingRequest && latestResolvedRequest && ( +
+
+ + {latestResolvedRequest.status === "approved" ? "Removal Approved" : "Removal Declined"} + +
+

{latestResolvedRequest.reason}

+

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

+ {latestResolvedRequest.reviewedByEmail && ( +

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

+ )} +
+ )} + + {/* Request button — only shown when no pending request exists */} + {!pendingRequest && ( + + + + + + + + {!canRequest && ( + + Not available with read-only permissions + + )} + + + )} + + {/* Reason dialog */} + { if (!v) { setDialogOpen(false); setReason(""); setError(null); } }}> + + + + Request Removal from Project + + +
+

+ Please provide a reason why this property should be removed from the project. This will be recorded for audit purposes. +

+