revert back to main

This commit is contained in:
Jun-te Kim 2026-04-17 19:58:18 +00:00
parent ab4fdf3000
commit 498909ffeb
39 changed files with 125 additions and 4214 deletions

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@ -1,98 +0,0 @@
# 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 |

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@ -29,7 +29,6 @@ export async function GET(req: Request) {
s3FileBucket: uploadedFiles.s3FileBucket,
s3UploadTimestamp: uploadedFiles.s3UploadTimestamp,
fileType: uploadedFiles.fileType,
source: uploadedFiles.source,
uprn: uploadedFiles.uprn,
landlordPropertyId: uploadedFiles.landlordPropertyId,
})
@ -40,8 +39,7 @@ export async function GET(req: Request) {
id: String(row.id),
s3FileKey: row.s3FileKey,
s3FileBucket: row.s3FileBucket,
docType: row.fileType ?? null,
source: row.source ?? null,
docType: row.fileType ?? "unknown",
s3UploadTimestamp: row.s3UploadTimestamp.toISOString(),
uprn: row.uprn !== null ? String(row.uprn) : null,
landlordPropertyId: row.landlordPropertyId,

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@ -1,215 +0,0 @@
import { db } from "@/app/db/db";
import { NextRequest, NextResponse } from "next/server";
import {
dealMeasureApprovals,
dealMeasureApprovalEvents,
} from "@/app/db/schema/approvals";
import { portfolioCapabilities } from "@/app/db/schema/portfolio";
import { user } from "@/app/db/schema/users";
import { and, eq, inArray, sql } from "drizzle-orm";
import { z } from "zod";
import { getServerSession } from "next-auth";
import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
async function getRequestingUserId(email: string): Promise<bigint | null> {
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<boolean> {
const rows = await db
.select({ id: portfolioCapabilities.id })
.from(portfolioCapabilities)
.where(
and(
eq(portfolioCapabilities.portfolioId, portfolioId),
eq(portfolioCapabilities.userId, userId),
eq(portfolioCapabilities.capability, "approver"),
),
)
.limit(1);
return rows.length > 0;
}
// GET — return currently approved measures per deal, and optionally the audit event log
// Query params:
// dealIds comma-separated HubSpot deal IDs (required)
// include "events" to also return the audit log
export async function GET(
req: NextRequest,
props: { params: Promise<{ portfolioId: string }> },
) {
const url = new URL(req.url);
const dealIdsParam = url.searchParams.get("dealIds");
const includeEvents = url.searchParams.get("include") === "events";
if (!dealIdsParam) {
return NextResponse.json(includeEvents ? { approved: {}, events: [] } : {});
}
const dealIds = dealIdsParam.split(",").filter(Boolean);
if (dealIds.length === 0) {
return NextResponse.json(includeEvents ? { approved: {}, events: [] } : {});
}
try {
// Current approved measures
const approvalRows = await db
.select({
hubspotDealId: dealMeasureApprovals.hubspotDealId,
measureName: dealMeasureApprovals.measureName,
approvedByEmail: user.email,
approvedByName: user.firstName,
approvedAt: dealMeasureApprovals.approvedAt,
})
.from(dealMeasureApprovals)
.leftJoin(user, eq(user.id, dealMeasureApprovals.approvedBy))
.where(
and(
inArray(dealMeasureApprovals.hubspotDealId, dealIds),
eq(dealMeasureApprovals.isApproved, true),
),
);
const approved: Record<string, string[]> = {};
for (const row of approvalRows) {
(approved[row.hubspotDealId] ??= []).push(row.measureName);
}
if (!includeEvents) {
return NextResponse.json(approved);
}
// Audit event log
const eventRows = await db
.select({
id: dealMeasureApprovalEvents.id,
hubspotDealId: dealMeasureApprovalEvents.hubspotDealId,
measureName: dealMeasureApprovalEvents.measureName,
action: dealMeasureApprovalEvents.action,
actedByEmail: user.email,
actedByName: user.firstName,
actedAt: dealMeasureApprovalEvents.actedAt,
})
.from(dealMeasureApprovalEvents)
.leftJoin(user, eq(user.id, dealMeasureApprovalEvents.actedBy))
.where(inArray(dealMeasureApprovalEvents.hubspotDealId, dealIds))
.orderBy(dealMeasureApprovalEvents.actedAt);
const events = eventRows.map((e) => ({
id: e.id.toString(),
hubspotDealId: e.hubspotDealId,
measureName: e.measureName,
action: e.action,
actedByEmail: e.actedByEmail ?? "",
actedByName: e.actedByName ?? null,
actedAt: e.actedAt.toISOString(),
}));
return NextResponse.json({ approved, events });
} catch (err) {
console.error("GET /approvals error:", err);
return NextResponse.json(
{ error: "Failed to fetch approvals" },
{ status: 500 },
);
}
}
// POST — apply explicit approve/unapprove changes, updating current state + audit log
// Body: { changes: [{ hubspotDealId, measureName, approved: boolean }] }
export async function POST(
req: NextRequest,
props: { params: Promise<{ portfolioId: string }> },
) {
const session = await getServerSession(AuthOptions);
if (!session?.user?.email) {
return NextResponse.json({ error: "Unauthorised" }, { status: 401 });
}
const { portfolioId } = await props.params;
const pId = BigInt(portfolioId);
const userId = await getRequestingUserId(session.user.email);
if (!userId) {
return NextResponse.json({ error: "User not found" }, { status: 404 });
}
const isApprover = await hasApproverCapability(pId, userId);
if (!isApprover) {
return NextResponse.json({ error: "Forbidden" }, { status: 403 });
}
const bodySchema = z.object({
changes: z.array(
z.object({
hubspotDealId: z.string(),
measureName: z.string(),
approved: z.boolean(),
}),
),
});
let body: z.infer<typeof bodySchema>;
try {
body = bodySchema.parse(await req.json());
} catch {
return NextResponse.json({ error: "Invalid body" }, { status: 400 });
}
if (body.changes.length === 0) {
return NextResponse.json({ success: true });
}
try {
const now = new Date();
for (const change of body.changes) {
// 1. Upsert current state
await db
.insert(dealMeasureApprovals)
.values({
hubspotDealId: change.hubspotDealId,
measureName: change.measureName,
isApproved: change.approved,
approvedBy: userId,
approvedAt: now,
})
.onConflictDoUpdate({
target: [
dealMeasureApprovals.hubspotDealId,
dealMeasureApprovals.measureName,
],
set: {
isApproved: change.approved,
approvedBy: userId,
approvedAt: now,
},
});
// 2. Append to audit log
await db.insert(dealMeasureApprovalEvents).values({
hubspotDealId: change.hubspotDealId,
measureName: change.measureName,
action: change.approved ? "approved" : "unapproved",
actedBy: userId,
actedAt: now,
});
}
return NextResponse.json({ success: true });
} catch (err) {
console.error("POST /approvals error:", err);
return NextResponse.json(
{ error: "Failed to save approvals" },
{ status: 500 },
);
}
}

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@ -1,163 +0,0 @@
import { db } from "@/app/db/db";
import { bulkAddressUploads } from "@/app/db/schema/bulk_address_uploads";
import { tasks } from "@/app/db/schema/tasks/tasks";
import { subTasks } from "@/app/db/schema/tasks/subtask";
import { eq } from "drizzle-orm";
import { NextRequest, NextResponse } from "next/server";
import { getServerSession } from "next-auth";
import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
import { z } from "zod";
import { createS3Client } from "@/app/utils/s3";
import { sendToQueue } from "@/app/utils/sqs";
import S3 from "aws-sdk/clients/s3";
import * as XLSX from "xlsx";
const FIELD_RENAME: Record<string, string> = {
address_1: "Address 1",
address_2: "Address 2",
address_3: "Address 3",
postcode: "postcode",
internal_reference: "Internal Reference",
};
const BodySchema = z.object({
taskId: z.string().uuid(),
subTaskId: z.string().uuid(),
});
function transformFile(
buffer: Buffer,
columnMapping: Record<string, string>
): { csv: string; error?: never } | { csv?: never; error: string } {
const wb = XLSX.read(buffer, { type: "buffer" });
const sheet = wb.Sheets[wb.SheetNames[0]];
const rows = XLSX.utils.sheet_to_json<Record<string, unknown>>(sheet, { defval: "" });
if (rows.length === 0) return { error: "Empty file" };
const sourceHeaders = Object.keys(rows[0]);
const outputHeaders: string[] = [];
const sourceToOutput: Record<string, string> = {};
for (const src of sourceHeaders) {
const mapped = columnMapping[src];
if (!mapped || mapped === "skip") continue;
const renamed = FIELD_RENAME[mapped] ?? mapped;
outputHeaders.push(renamed);
sourceToOutput[src] = renamed;
}
if (!outputHeaders.includes("Address 1"))
return { error: 'Mapping must include "Address 1"' };
if (!outputHeaders.includes("postcode"))
return { error: 'Mapping must include "postcode"' };
const outputRows = rows.map((row) => {
const out: Record<string, unknown> = {};
for (const [src, renamed] of Object.entries(sourceToOutput)) {
out[renamed] = row[src] ?? "";
}
return out;
});
const outSheet = XLSX.utils.json_to_sheet(outputRows, { header: outputHeaders });
return { csv: XLSX.utils.sheet_to_csv(outSheet) };
}
export async function POST(
request: NextRequest,
{ params }: { params: Promise<{ portfolioId: string; uploadId: string }> }
) {
const session = await getServerSession(AuthOptions);
if (!session) return NextResponse.json({ error: "Unauthorized" }, { status: 401 });
const { portfolioId, uploadId } = await params;
let body;
try {
body = BodySchema.parse(await request.json());
} catch {
return NextResponse.json({ error: "Invalid input" }, { status: 400 });
}
const [upload] = await db
.select()
.from(bulkAddressUploads)
.where(eq(bulkAddressUploads.id, uploadId))
.limit(1);
if (!upload) return NextResponse.json({ error: "Not found" }, { status: 404 });
if (upload.status !== "mapping_complete")
return NextResponse.json({ error: "Upload not ready for onboarding" }, { status: 422 });
if (!upload.columnMapping)
return NextResponse.json({ error: "Column mapping missing" }, { status: 422 });
const s3 = createS3Client();
const outputS3 = new S3({
region: process.env.RETROFIT_DATA_DEV_REGION,
accessKeyId: process.env.RETROFIT_DATA_DEV_ACCESS_KEY,
secretAccessKey: process.env.RETROFIT_DATA_DEV_SECRET_KEY,
});
const outputBucket = process.env.RETROFIT_DATA_DEV_S3_BUCKET_NAME!;
const bucket = upload.s3Bucket;
let fileBuffer: Buffer;
try {
const obj = await s3
.getObject({ Bucket: bucket, Key: upload.s3Key })
.promise();
fileBuffer = Buffer.from(obj.Body as Uint8Array);
} catch (err) {
console.error("Failed to read source file from S3:", err);
return NextResponse.json({ error: "Failed to read source file" }, { status: 500 });
}
const result = transformFile(fileBuffer, upload.columnMapping);
if (result.error) return NextResponse.json({ error: result.error }, { status: 422 });
const transformedKey = `bulk_onboarding_inputs/${portfolioId}/${uploadId}.csv`;
try {
await outputS3
.putObject({
Bucket: outputBucket,
Key: transformedKey,
Body: result.csv,
ContentType: "text/csv",
})
.promise();
} catch (err) {
console.error("Failed to upload transformed CSV:", err);
return NextResponse.json({ error: "Failed to store transformed file" }, { status: 500 });
}
const s3Uri = `s3://${outputBucket}/${transformedKey}`;
const queueName = process.env.POSTCODE_SPLITTER_QUEUE_NAME;
if (!queueName) {
console.error("POSTCODE_SPLITTER_QUEUE_NAME not set");
return NextResponse.json({ error: "Server misconfiguration" }, { status: 500 });
}
try {
await sendToQueue(
{ task_id: body.taskId, sub_task_id: body.subTaskId, s3_uri: s3Uri },
{ queueName }
);
} catch (err) {
console.error("Failed to send SQS message:", err);
return NextResponse.json({ error: "Failed to queue onboarding job" }, { status: 500 });
}
await Promise.all([
db.update(bulkAddressUploads)
.set({ status: "processing", taskId: body.taskId })
.where(eq(bulkAddressUploads.id, uploadId)),
db.update(tasks)
.set({ status: "in progress" })
.where(eq(tasks.id, body.taskId)),
db.update(subTasks)
.set({ inputs: JSON.stringify({ task_id: body.taskId, sub_task_id: body.subTaskId, s3_uri: s3Uri }) })
.where(eq(subTasks.id, body.subTaskId)),
]);
return NextResponse.json({ taskId: body.taskId }, { status: 200 });
}

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@ -1,50 +0,0 @@
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 });
}
}

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@ -1,24 +0,0 @@
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 });
}
}

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@ -1,171 +0,0 @@
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<typeof bodySchema>;
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<typeof bodySchema>;
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 },
);
}
}

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@ -1,40 +0,0 @@
import { db } from "@/app/db/db";
import { tasks } from "@/app/db/schema/tasks/tasks";
import { subTasks } from "@/app/db/schema/tasks/subtask";
import { eq, count, sql } from "drizzle-orm";
import { NextRequest, NextResponse } from "next/server";
export async function GET(
_request: NextRequest,
{ params }: { params: Promise<{ taskId: string }> }
) {
const { taskId } = await params;
try {
const [row] = await db
.select({
id: tasks.id,
taskSource: tasks.taskSource,
status: tasks.status,
service: tasks.service,
jobStarted: tasks.jobStarted,
jobCompleted: tasks.jobCompleted,
updatedAt: tasks.updatedAt,
totalSubtasks: count(subTasks.id),
completedSubtasks: sql<number>`count(case when lower(${subTasks.status}) in ('completed', 'complete') then 1 end)::int`,
failedSubtasks: sql<number>`count(case when lower(${subTasks.status}) in ('failed', 'failure', 'error') then 1 end)::int`,
})
.from(tasks)
.leftJoin(subTasks, eq(subTasks.taskId, tasks.id))
.where(eq(tasks.id, taskId))
.groupBy(tasks.id)
.limit(1);
if (!row) return NextResponse.json({ error: "Not found" }, { status: 404 });
return NextResponse.json(row);
} catch (error) {
console.error("Error fetching task summary:", error);
return NextResponse.json({ error: "Failed to fetch task summary" }, { status: 500 });
}
}

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@ -1,61 +1,7 @@
import { db } from "@/app/db/db";
import { tasks } from "@/app/db/schema/tasks/tasks";
import { subTasks } from "@/app/db/schema/tasks/subtask";
import { desc, count } from "drizzle-orm";
import { NextRequest, NextResponse } from "next/server";
import { getServerSession } from "next-auth";
import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
import { z } from "zod";
const CreateTaskSchema = z.object({
taskSource: z.string().min(1),
service: z.string().optional(),
source: z.literal("portfolio_id").optional(),
sourceId: z.string().optional(),
inputs: z.record(z.unknown()).optional(),
});
export async function POST(request: NextRequest) {
const session = await getServerSession(AuthOptions);
if (!session) return NextResponse.json({ error: "Unauthorized" }, { status: 401 });
let body;
try {
body = CreateTaskSchema.parse(await request.json());
} catch {
return NextResponse.json({ error: "Invalid input" }, { status: 400 });
}
try {
const now = new Date();
const [task] = await db
.insert(tasks)
.values({
taskSource: body.taskSource,
service: body.service,
source: body.source,
sourceId: body.sourceId,
status: "waiting",
jobStarted: now,
})
.returning();
const [subTask] = await db
.insert(subTasks)
.values({
taskId: task.id,
status: "waiting",
inputs: body.inputs ? JSON.stringify(body.inputs) : null,
})
.returning();
return NextResponse.json({ taskId: task.id, subTaskId: subTask.id }, { status: 201 });
} catch (error) {
console.error("Failed to create task:", error);
return NextResponse.json({ error: "Internal server error" }, { status: 500 });
}
}
export async function GET(request: NextRequest) {
try {

View file

@ -1,50 +0,0 @@
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 });
}
}

View file

@ -1,36 +0,0 @@
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 });
}
}

View file

@ -1,111 +0,0 @@
import { db } from "@/app/db/db";
import { NextRequest, NextResponse } from "next/server";
import { uploadedFiles } from "@/app/db/schema/uploaded_files";
import { user } from "@/app/db/schema/users";
import { eq, inArray } from "drizzle-orm";
import { z } from "zod";
import { getServerSession } from "next-auth";
import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
// POST — record a contractor install document in uploaded_files (fileType optional — can be classified later)
export async function POST(req: NextRequest) {
const session = await getServerSession(AuthOptions);
if (!session?.user?.email) {
return NextResponse.json({ error: "Unauthorised" }, { status: 401 });
}
const bodySchema = z.object({
s3FileKey: z.string(),
s3FileBucket: z.string(),
fileType: z.string().optional(), // optional — null means unclassified
measureName: z.string().optional(),
uprn: z.string().optional(),
hubspotDealId: z.string().optional(),
landlordPropertyId: z.string().optional(),
});
let body: z.infer<typeof bodySchema>;
try {
body = bodySchema.parse(await req.json());
} catch {
return NextResponse.json({ error: "Invalid body" }, { status: 400 });
}
try {
const userRow = await db
.select({ id: user.id })
.from(user)
.where(eq(user.email, session.user.email))
.limit(1);
const uploadedBy = userRow[0]?.id ?? null;
const [inserted] = await db
.insert(uploadedFiles)
.values({
s3FileBucket: body.s3FileBucket,
s3FileKey: body.s3FileKey,
s3UploadTimestamp: new Date(),
fileType: (body.fileType as any) ?? null,
source: "contractor",
measureName: body.measureName ?? null,
uploadedBy: uploadedBy ?? undefined,
uprn: body.uprn ? BigInt(body.uprn) : undefined,
hubsotDealId: body.hubspotDealId ?? null,
landlordPropertyId: body.landlordPropertyId ?? null,
})
.returning({ id: uploadedFiles.id });
return NextResponse.json({ id: inserted.id.toString() }, { status: 201 });
} catch (err) {
console.error("POST /upload/contractor-install error:", err);
return NextResponse.json({ error: "Failed to record upload" }, { status: 500 });
}
}
// PATCH — update fileType and measureName for previously unclassified uploads
export async function PATCH(req: NextRequest) {
const session = await getServerSession(AuthOptions);
if (!session?.user?.email) {
return NextResponse.json({ error: "Unauthorised" }, { status: 401 });
}
const bodySchema = z.object({
updates: z.array(
z.object({
id: z.string(),
fileType: z.string(),
measureName: z.string().optional(),
}),
),
});
let body: z.infer<typeof bodySchema>;
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 });
}
}

View file

@ -37,112 +37,112 @@ export default function AddNew({
return (
<>
<BulkUploadComingSoonModal
isOpen={isBulkUploadOpen}
onClose={() => setIsBulkUploadOpen(false)}
portfolioId={portfolioId}
/>
<Menu as="div" className="relative inline-block text-left">
<MenuButton
className="
<BulkUploadComingSoonModal
isOpen={isBulkUploadOpen}
onClose={() => setIsBulkUploadOpen(false)}
portfolioId={portfolioId}
/>
<Menu as="div" className="relative inline-block text-left">
<MenuButton
className="
inline-flex items-center gap-1 px-4 py-2 rounded-md
bg-gray-50 text-gray-900 hover:bg-midblue hover:text-gray-100
transition-colors text-sm font-medium
"
>
<DocumentPlusIcon className="h-4 w-4 mr-2" />
New Property
<ChevronDownIcon className="h-4 w-4 opacity-70" />
</MenuButton>
>
<DocumentPlusIcon className="h-4 w-4 mr-2" />
New Property
<ChevronDownIcon className="h-4 w-4 opacity-70" />
</MenuButton>
<MenuItems
className="
<MenuItems
className="
absolute right-0 mt-3 w-72 origin-top-right rounded-md
bg-white shadow-lg ring-1 ring-black/5 focus:outline-none
z-[9999] py-3
"
>
<div className="flex flex-col gap-2 px-3">
{/* Remote Assessment */}
<MenuItem>
{({ active }) => (
<button
onClick={handleRemoteAssessment}
className={cn(
"w-full p-3 rounded-lg text-left flex gap-3 transition-colors",
active && "bg-gray-100",
)}
>
<DocumentMagnifyingGlassIcon className="h-5 w-5 text-gray-700 mt-[2px]" />
>
<div className="flex flex-col gap-2 px-3">
{/* Remote Assessment */}
<MenuItem>
{({ active }) => (
<button
onClick={handleRemoteAssessment}
className={cn(
"w-full p-3 rounded-lg text-left flex gap-3 transition-colors",
active && "bg-gray-100"
)}
>
<DocumentMagnifyingGlassIcon className="h-5 w-5 text-gray-700 mt-[2px]" />
<div className="flex flex-col">
<span className="text-sm font-medium text-gray-900 flex items-center gap-2">
Remote Assessment
{loadingRemote && (
<span className="h-3 w-3 rounded-full border-2 border-gray-400 border-t-transparent animate-spin"></span>
)}
</span>
<span className="text-xs text-gray-500 leading-snug">
Run a remote assessment for a single property.
</span>
</div>
</button>
)}
</MenuItem>
<div className="flex flex-col">
<span className="text-sm font-medium text-gray-900 flex items-center gap-2">
Remote Assessment
{loadingRemote && (
<span className="h-3 w-3 rounded-full border-2 border-gray-400 border-t-transparent animate-spin"></span>
)}
</span>
<span className="text-xs text-gray-500 leading-snug">
Run a remote assessment for a single property.
</span>
</div>
</button>
)}
</MenuItem>
{/* CSV Upload */}
<MenuItem>
{({ active }) => (
<button
onClick={() => setIsUploadCsvOpen(!isUploadCsvOpen)}
className={cn(
"w-full p-3 rounded-lg text-left flex gap-3 transition-colors",
active && "bg-gray-100",
)}
>
<TableCellsIcon className="h-5 w-5 text-gray-700 mt-[2px]" />
{/* CSV Upload */}
<MenuItem>
{({ active }) => (
<button
onClick={() => setIsUploadCsvOpen(!isUploadCsvOpen)}
className={cn(
"w-full p-3 rounded-lg text-left flex gap-3 transition-colors",
active && "bg-gray-100"
)}
>
<TableCellsIcon className="h-5 w-5 text-gray-700 mt-[2px]" />
<div className="flex flex-col">
<span className="text-sm font-medium text-gray-900">
File Import
</span>
<span className="text-xs text-gray-500 leading-snug">
For bulk uploads, please contact a Domna user.
</span>
</div>
</button>
)}
</MenuItem>
<div className="flex flex-col">
<span className="text-sm font-medium text-gray-900">
File Import
</span>
<span className="text-xs text-gray-500 leading-snug">
For bulk uploads, please contact a Domna user.
</span>
</div>
</button>
)}
</MenuItem>
{/* Bulk Upload (Coming Soon) */}
<MenuItem>
{({ active }) => (
<button
onClick={() => setIsBulkUploadOpen(true)}
className={cn(
"w-full p-3 rounded-lg text-left flex gap-3 transition-colors",
active && "bg-gray-100",
)}
>
<RectangleStackIcon className="h-5 w-5 text-gray-700 mt-[2px]" />
{/* Bulk Upload (Coming Soon) */}
<MenuItem>
{({ active }) => (
<button
onClick={() => setIsBulkUploadOpen(true)}
className={cn(
"w-full p-3 rounded-lg text-left flex gap-3 transition-colors",
active && "bg-gray-100"
)}
>
<RectangleStackIcon className="h-5 w-5 text-gray-700 mt-[2px]" />
<div className="flex flex-col">
<span className="text-sm font-medium text-gray-900 flex items-center gap-2">
new: Bulk upload
<span className="text-[10px] font-semibold text-amber-700 bg-amber-100 px-1.5 py-0.5 rounded-full leading-none">
coming soon
</span>
<div className="flex flex-col">
<span className="text-sm font-medium text-gray-900 flex items-center gap-2">
new: Bulk upload
<span className="text-[10px] font-semibold text-amber-700 bg-amber-100 px-1.5 py-0.5 rounded-full leading-none">
coming soon
</span>
<span className="text-xs text-gray-500 leading-snug">
Upload multiple addresses in one go.
</span>
</div>
</button>
)}
</MenuItem>
</div>
</MenuItems>
</Menu>
</span>
<span className="text-xs text-gray-500 leading-snug">
Upload multiple addresses in one go.
</span>
</div>
</button>
)}
</MenuItem>
</div>
</MenuItems>
</Menu>
</>
);
}

View file

@ -1,459 +0,0 @@
"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<string, string> = {
".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<string[]>(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<string> {
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<HTMLInputElement>(null);
const [isDragging, setIsDragging] = useState(false);
const [selectedFile, setSelectedFile] = useState<File | null>(null);
const [sourceHeaders, setSourceHeaders] = useState<string[]>([]);
const [validationError, setValidationError] = useState<string | null>(null);
const [validating, setValidating] = useState(false);
const [uploading, setUploading] = useState(false);
const [uploadProgress, setUploadProgress] = useState<number | null>(null);
const [uploadError, setUploadError] = useState<string | null>(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<HTMLDivElement>) {
e.preventDefault();
setIsDragging(true);
}
function handleDragLeave() {
setIsDragging(false);
}
function handleDrop(e: DragEvent<HTMLDivElement>) {
e.preventDefault();
setIsDragging(false);
const file = e.dataTransfer.files[0];
if (file) handleFile(file);
}
function handleInputChange(e: React.ChangeEvent<HTMLInputElement>) {
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<void>((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 (
<Transition appear show={isOpen} as={Fragment}>
<Dialog as="div" className="relative z-[9999]" onClose={handleClose}>
{/* Backdrop */}
<TransitionChild
as={Fragment}
enter="ease-out duration-200"
enterFrom="opacity-0"
enterTo="opacity-100"
leave="ease-in duration-150"
leaveFrom="opacity-100"
leaveTo="opacity-0"
>
<DialogBackdrop className="fixed inset-0 bg-gray-900/40 backdrop-blur-sm" />
</TransitionChild>
{/* Panel */}
<div className="fixed inset-0 flex items-center justify-center p-4">
<TransitionChild
as={Fragment}
enter="ease-out duration-200"
enterFrom="opacity-0 scale-95 translate-y-2"
enterTo="opacity-100 scale-100 translate-y-0"
leave="ease-in duration-150"
leaveFrom="opacity-100 scale-100 translate-y-0"
leaveTo="opacity-0 scale-95 translate-y-2"
>
<DialogPanel className="w-full max-w-2xl bg-white rounded-2xl shadow-[0_40px_60px_-15px_rgba(21,29,33,0.15)] overflow-hidden flex flex-col">
{/* Header */}
<div className="px-10 pt-10 pb-6 flex justify-between items-start">
<div>
<DialogTitle className="text-2xl font-extrabold text-gray-900 tracking-tight mb-2">
Bulk Upload: New Properties
</DialogTitle>
<p className="text-sm text-gray-500 leading-relaxed max-w-md">
This workflow is designed for adding new residential or commercial
assets to your portfolio. Upload your dataset to begin the
transformation.
</p>
</div>
<button
onClick={handleClose}
className="p-2 hover:bg-gray-100 rounded-full transition-colors ml-4 shrink-0"
>
<XMarkIcon className="h-5 w-5 text-gray-400" />
</button>
</div>
{/* Content */}
<div className="px-10 py-2 space-y-5">
{/* Template section */}
<div className="bg-gray-50 p-5 rounded-xl flex items-center justify-between">
<div className="flex items-center gap-4">
<div className="w-11 h-11 rounded-lg bg-gray-100 flex items-center justify-center shrink-0">
<DocumentTextIcon className="h-6 w-6 text-midblue" />
</div>
<div>
<p className="text-sm font-semibold text-gray-900">Required Template Format</p>
<p className="text-xs text-gray-500 mt-0.5">
Must contain:{" "}
<span className="font-medium text-midblue">
Address, Postcode
</span>
</p>
</div>
</div>
<button
onClick={downloadTemplate}
className="flex items-center gap-1.5 text-xs font-semibold text-midblue hover:text-gray-900 transition-colors shrink-0 ml-4"
>
<ArrowDownTrayIcon className="h-4 w-4" />
Download template
</button>
</div>
{/* Dropzone */}
<div
onClick={() => !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 ${
uploading || validating
? "border-gray-200 bg-gray-50 cursor-default"
: validationError
? "border-red-300 bg-red-50 cursor-pointer"
: isDragging
? "border-midblue bg-blue-50 cursor-copy"
: selectedFile
? "border-green-400 bg-green-50 cursor-pointer"
: "border-gray-200 hover:border-gray-300 hover:bg-gray-50 cursor-pointer"
}`}
>
<input
ref={fileInputRef}
type="file"
accept=".csv,.xlsx,.xls"
className="hidden"
onChange={handleInputChange}
onClick={(e) => e.stopPropagation()}
/>
{validating ? (
<>
<div className="w-14 h-14 rounded-full bg-gray-100 flex items-center justify-center mb-4">
<span className="h-6 w-6 rounded-full border-2 border-midblue border-t-transparent animate-spin" />
</div>
<p className="text-base font-bold text-gray-900 mb-1">Checking headers</p>
<p className="text-xs text-gray-400">Validating column structure</p>
</>
) : uploading ? (
<>
<div className="w-14 h-14 rounded-full bg-gray-100 flex items-center justify-center mb-4">
<CloudArrowUpIcon className="h-7 w-7 text-midblue" />
</div>
<p className="text-base font-bold text-gray-900 mb-1">Uploading</p>
<p className="text-xs text-gray-400 mb-4">{selectedFile?.name}</p>
<div className="w-full max-w-xs bg-gray-200 rounded-full h-2">
<div
className="bg-midblue h-2 rounded-full transition-all duration-200"
style={{ width: `${uploadProgress ?? 0}%` }}
/>
</div>
<p className="text-xs text-gray-400 mt-1">{uploadProgress ?? 0}%</p>
</>
) : validationError ? (
<>
<ExclamationCircleIcon className="h-14 w-14 text-red-400 mb-4" />
<p className="text-base font-bold text-red-600 mb-1">{validationError}</p>
<p className="text-xs text-gray-400">Click to choose a different file</p>
</>
) : selectedFile ? (
<>
<CheckCircleIcon className="h-14 w-14 text-green-400 mb-4" />
<p className="text-base font-bold text-gray-900 mb-1">{selectedFile.name}</p>
<p className="text-xs text-gray-400">Click to change file</p>
</>
) : (
<>
<div className="w-14 h-14 rounded-full bg-gray-100 flex items-center justify-center mb-4">
<CloudArrowUpIcon className="h-7 w-7 text-midblue" />
</div>
<p className="text-base font-bold text-gray-900 mb-1">
Drag and drop CSV or XLSX
</p>
<p className="text-xs text-gray-400">
or <span className="text-midblue font-semibold">click to browse</span> · Max {MAX_FILE_SIZE_MB}MB
</p>
</>
)}
</div>
{/* Upload error */}
{uploadError && (
<p className="text-xs text-red-500 flex items-center gap-1.5">
<ExclamationCircleIcon className="h-4 w-4 shrink-0" />
{uploadError}
</p>
)}
{/* Info strip */}
<div className="flex items-center gap-3 text-xs text-gray-500 bg-gray-50 px-4 py-3 rounded-lg">
<InformationCircleIcon className="h-4 w-4 text-midblue shrink-0" />
<span>
Properties will be automatically validated against national
architectural databases.
</span>
</div>
</div>
{/* Footer */}
<div className="px-10 py-7 mt-4 flex items-center justify-between bg-gray-50/50">
<div className="flex items-center gap-4">
<button
onClick={handleClose}
className="text-sm font-semibold text-gray-400 hover:text-gray-700 transition-colors"
>
Cancel and Exit
</button>
<button
onClick={() => { handleClose(); router.push(`/portfolio/${portfolioId}/bulk-upload`); }}
className="text-sm font-semibold text-midblue hover:text-gray-900 transition-colors"
>
View previous uploads
</button>
</div>
<div className="flex items-center gap-3">
<button
onClick={handleUpload}
disabled={!canUpload}
className={`flex items-center gap-2 px-7 py-2.5 rounded-2xl bg-gradient-to-br from-[#14163d] to-[#15173e] text-white text-sm font-bold transition-opacity ${
canUpload ? "opacity-100 hover:opacity-90" : "opacity-40 cursor-not-allowed"
}`}
>
{uploading ? (
<>
<span className="h-4 w-4 rounded-full border-2 border-white border-t-transparent animate-spin" />
Uploading
</>
) : (
<>
Upload File
<ArrowRightIcon className="h-4 w-4" />
</>
)}
</button>
</div>
</div>
</DialogPanel>
</TransitionChild>
</div>
</Dialog>
</Transition>
);
}

View file

@ -1,65 +0,0 @@
import {
bigserial,
boolean,
text,
timestamp,
pgTable,
bigint,
index,
unique,
} from "drizzle-orm/pg-core";
import { user } from "./users";
import { InferModel } from "drizzle-orm";
// Current approval state per (deal, measure) — upserted on each change.
// Query WHERE is_approved = true to get the currently approved set.
export const dealMeasureApprovals = pgTable(
"deal_measure_approvals",
{
id: bigserial("id", { mode: "bigint" }).primaryKey(),
hubspotDealId: text("hubspot_deal_id").notNull(),
measureName: text("measure_name").notNull(),
isApproved: boolean("is_approved").notNull().default(true),
approvedBy: bigint("approved_by", { mode: "bigint" })
.notNull()
.references(() => user.id),
approvedAt: timestamp("approved_at", { withTimezone: true })
.defaultNow()
.notNull(),
},
(table) => [
unique("uq_deal_measure").on(table.hubspotDealId, table.measureName),
index("idx_deal_measure_approvals_deal_id").on(table.hubspotDealId),
],
);
// Append-only audit log — never deleted.
export const dealMeasureApprovalEvents = pgTable(
"deal_measure_approval_events",
{
id: bigserial("id", { mode: "bigint" }).primaryKey(),
hubspotDealId: text("hubspot_deal_id").notNull(),
measureName: text("measure_name").notNull(),
// 'approved' | 'unapproved'
action: text("action").notNull(),
actedBy: bigint("acted_by", { mode: "bigint" })
.notNull()
.references(() => user.id),
actedAt: timestamp("acted_at", { withTimezone: true })
.defaultNow()
.notNull(),
},
(table) => [
index("idx_deal_measure_events_deal_id").on(table.hubspotDealId),
index("idx_deal_measure_events_acted_at").on(table.actedAt),
],
);
export type DealMeasureApproval = InferModel<
typeof dealMeasureApprovals,
"select"
>;
export type DealMeasureApprovalEvent = InferModel<
typeof dealMeasureApprovalEvents,
"select"
>;

View file

@ -11,8 +11,6 @@ export const bulkAddressUploads = pgTable("bulk_address_uploads", {
status: text("status").notNull().default("ready_for_processing"),
sourceHeaders: text("source_headers").array().notNull().default(sql`'{}'`),
columnMapping: jsonb("column_mapping").$type<Record<string, string>>(),
taskId: uuid("task_id"),
combinedOutputS3Uri: text("combined_output_s3_uri"),
createdAt: timestamp("created_at", { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp("updated_at", { withTimezone: true })
.notNull()

View file

@ -7,7 +7,6 @@ import {
pgEnum,
integer,
bigint,
unique,
} from "drizzle-orm/pg-core";
import { user } from "./users";
import { InferModel } from "drizzle-orm";
@ -125,43 +124,7 @@ 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<typeof portfolio, "select">;
export type NewPortfolio = InferModel<typeof portfolio, "insert">;
export type PortfolioUsers = InferModel<typeof portfolioUsers, "select">;
export type NewPortfolioUsers = InferModel<typeof portfolioUsers, "insert">;
export type PortfolioCapabilities = InferModel<
typeof portfolioCapabilities,
"select"
>;

View file

@ -58,13 +58,6 @@ 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(

View file

@ -1,8 +1,6 @@
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",
@ -14,33 +12,14 @@ export const fileType = pgEnum("file_type", [
"pas_2023_occupancy",
"ecmk_site_note",
"ecmk_rd_sap_site_note",
"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",
"ecmk_survey_xml"
]);
export const fileSource = pgEnum("file_source", [
"pas hub",
"sharepoint",
"hubspot",
"ecmk",
"contractor",
"ecmk"
]);
export const uploadedFiles = pgTable(
@ -57,8 +36,6 @@ export const uploadedFiles = pgTable(
hubsotDealId: text("hubspot_deal_id"),
hubspotListingId: bigint("hubspot_listing_id", { mode: "bigint" }),
fileType: fileType("file_type"),
source: fileSource("file_source"),
measureName: text("measure_name"),
uploadedBy: bigint("uploaded_by", { mode: "bigint" }).references(() => user.id),
source: fileSource("file_source")
}
);

View file

@ -1,112 +0,0 @@
"use client";
import { useEffect, useState, useRef } from "react";
import Link from "next/link";
interface TaskData {
id: string;
taskSource: string;
status: string;
totalSubtasks: number;
completedSubtasks: number;
failedSubtasks: number;
}
interface Props {
taskId: string;
portfolioSlug: string;
isDomnaUser: boolean;
}
const TERMINAL_STATUSES = new Set(["complete", "completed", "failed", "failure", "error"]);
export default function OnboardingProgress({ taskId, portfolioSlug, isDomnaUser }: Props) {
const [data, setData] = useState<TaskData | null>(null);
const [fetchError, setFetchError] = useState(false);
const intervalRef = useRef<ReturnType<typeof setInterval> | null>(null);
useEffect(() => {
async function poll() {
try {
const res = await fetch(`/api/tasks/${taskId}/summary`);
if (!res.ok) { setFetchError(true); return; }
const json: TaskData = await res.json();
setData(json);
if (TERMINAL_STATUSES.has(json.status.toLowerCase())) {
if (intervalRef.current) clearInterval(intervalRef.current);
}
} catch {
setFetchError(true);
}
}
poll();
intervalRef.current = setInterval(poll, 3000);
return () => { if (intervalRef.current) clearInterval(intervalRef.current); };
}, [taskId]);
if (fetchError) return null;
if (!data) {
return (
<div className="mt-4 flex items-center gap-2 text-sm text-gray-400">
<span className="w-4 h-4 rounded-full border-2 border-gray-300 border-t-transparent animate-spin" />
Loading progress
</div>
);
}
const total = data.totalSubtasks;
const complete = data.completedSubtasks;
const failed = data.failedSubtasks;
const percent = total > 0 ? Math.round((complete / total) * 100) : 0;
const isDone = TERMINAL_STATUSES.has(data.status.toLowerCase());
const isFailed = ["failed", "failure", "error"].includes(data.status.toLowerCase());
return (
<div className="mt-6 space-y-3">
{/* Progress bar */}
<div className="w-full bg-gray-100 rounded-full h-2 overflow-hidden">
<div
className={`h-2 rounded-full transition-all duration-500 ${isFailed ? "bg-red-400" : "bg-[#14163d]"}`}
style={{ width: total > 0 ? `${percent}%` : "4%" }}
/>
</div>
{/* Counts */}
<div className="flex items-center gap-4 text-xs text-gray-500">
{total > 0 && (
<span>
<span className="font-semibold text-gray-700">{complete}</span> / {total} batches complete
</span>
)}
{failed > 0 && (
<span className="flex items-center gap-1 text-red-500 font-semibold">
<span className="w-1.5 h-1.5 rounded-full bg-red-400" />
{failed} failed
</span>
)}
{!isDone && (
<span className="flex items-center gap-1 text-blue-500">
<span className="w-1.5 h-1.5 rounded-full bg-blue-400 animate-pulse" />
Running
</span>
)}
{isDone && !isFailed && (
<span className="flex items-center gap-1 text-green-600 font-semibold">
<span className="w-1.5 h-1.5 rounded-full bg-green-500" />
Complete
</span>
)}
</div>
{isDomnaUser && (
<Link
href={`/portfolio/${portfolioSlug}/settings/logs`}
className="text-xs text-gray-400 hover:text-gray-700 underline underline-offset-2 transition-colors"
>
View detailed logs
</Link>
)}
</div>
);
}

View file

@ -1,87 +0,0 @@
"use client";
import { useState } from "react";
import { useRouter } from "next/navigation";
import { ArrowRightIcon } from "@heroicons/react/24/outline";
interface Props {
portfolioId: string;
uploadId: string;
filename: string;
}
export default function StartOnboardingButton({ portfolioId, uploadId, filename }: Props) {
const router = useRouter();
const [loading, setLoading] = useState(false);
const [error, setError] = useState<string | null>(null);
async function handleStart() {
setLoading(true);
setError(null);
try {
const taskRes = await fetch("/api/tasks", {
method: "POST",
headers: { "Content-Type": "application/json" },
body: JSON.stringify({
taskSource: `Address Onboarding ${filename}`,
service: "address2uprn",
source: "portfolio_id",
sourceId: portfolioId,
inputs: { bulk_upload_id: uploadId },
}),
});
if (!taskRes.ok) {
const data = await taskRes.json().catch(() => ({}));
throw new Error(data.error ?? "Failed to create task");
}
const { taskId, subTaskId } = await taskRes.json();
const onboardRes = await fetch(
`/api/portfolio/${portfolioId}/bulk-uploads/${uploadId}/onboard`,
{
method: "POST",
headers: { "Content-Type": "application/json" },
body: JSON.stringify({ taskId, subTaskId }),
}
);
if (!onboardRes.ok) {
const data = await onboardRes.json().catch(() => ({}));
throw new Error(data.error ?? "Failed to start onboarding");
}
router.refresh();
} catch (err) {
setError(err instanceof Error ? err.message : "Something went wrong");
setLoading(false);
}
}
return (
<div className="mt-4">
<button
onClick={handleStart}
disabled={loading}
className={`inline-flex items-center gap-2 px-5 py-2 rounded-xl bg-gradient-to-br from-[#14163d] to-[#15173e] text-white text-sm font-bold transition-opacity ${
loading ? "opacity-50 cursor-not-allowed" : "hover:opacity-90"
}`}
>
{loading ? (
<>
<span className="w-4 h-4 rounded-full border-2 border-white border-t-transparent animate-spin" />
Starting
</>
) : (
<>
Start Onboarding
<ArrowRightIcon className="h-4 w-4" />
</>
)}
</button>
{error && <p className="mt-2 text-xs text-red-500">{error}</p>}
</div>
);
}

View file

@ -1,271 +0,0 @@
"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<string, string>
): Record<string, string> {
const mapping: Record<string, string> = {};
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<string, string>;
}
export default function MapColumnsClient({
portfolioId,
uploadId,
filename,
sourceHeaders,
existingMapping,
}: Props) {
const router = useRouter();
const [mapping, setMapping] = useState<Record<string, string>>(
buildInitialMapping(sourceHeaders, existingMapping)
);
const [submitting, setSubmitting] = useState(false);
const [error, setError] = useState<string | null>(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 (
<div className="max-w-4xl mx-auto px-6 py-10">
{/* Breadcrumb + step */}
<div className="flex items-center justify-between mb-2">
<p className="text-xs font-semibold text-gray-400 uppercase tracking-widest">
Bulk Uploads Column Remapper
</p>
<div className="flex items-center gap-1.5">
<span className="text-xs font-semibold text-gray-400 uppercase tracking-wider">
Step 2 of 3
</span>
<div className="flex gap-1 ml-2">
{[1, 2, 3].map((s) => (
<div
key={s}
className={`h-1.5 rounded-full ${
s <= 2 ? "w-8 bg-[#14163d]" : "w-8 bg-gray-200"
}`}
/>
))}
</div>
</div>
</div>
{/* Header */}
<div className="mb-8">
<h1 className="text-3xl font-extrabold text-gray-900 tracking-tight mb-1">
Column Remapper
</h1>
<p className="text-sm text-gray-500 max-w-lg">
Align your spreadsheet headers with our internal property data structure to
ensure accurate address processing.
</p>
</div>
{/* Table */}
<div className="bg-white border border-gray-100 rounded-2xl overflow-hidden shadow-sm mb-6">
{/* Column headers */}
<div className="grid grid-cols-12 items-center px-6 py-3 bg-gray-50 border-b border-gray-100">
<span className="col-span-4 text-xs font-semibold text-gray-400 uppercase tracking-wider">
Spreadsheet Header
</span>
<span className="col-span-1" />
<span className="col-span-5 text-xs font-semibold text-gray-400 uppercase tracking-wider">
Internal Field Mapping
</span>
<span className="col-span-2 text-xs font-semibold text-gray-400 uppercase tracking-wider text-right">
Status
</span>
</div>
{sourceHeaders.length === 0 ? (
<div className="px-6 py-12 text-center text-sm text-gray-400">
No headers found in this file.
</div>
) : (
<div className="divide-y divide-gray-50">
{sourceHeaders.map((header) => {
const value = mapping[header] ?? "skip";
const isMapped = value !== "skip";
return (
<div
key={header}
className="grid grid-cols-12 items-center px-6 py-4 hover:bg-gray-50/50 transition-colors"
>
{/* Source header */}
<div className="col-span-4 flex items-center gap-3">
<div className="w-8 h-8 rounded-lg bg-gray-100 flex items-center justify-center shrink-0">
<TableCellsIcon className="h-4 w-4 text-gray-400" />
</div>
<div>
<p className="text-sm font-semibold text-gray-900">{header}</p>
<p className="text-xs text-gray-400">Source column</p>
</div>
</div>
{/* Arrow */}
<div className="col-span-1 flex justify-center">
<ArrowsRightLeftIcon className="h-4 w-4 text-gray-300" />
</div>
{/* Dropdown */}
<div className="col-span-5">
<select
value={value}
onChange={(e) => setField(header, e.target.value)}
className="w-full text-sm border border-gray-200 rounded-lg px-3 py-2 bg-white text-gray-800 focus:outline-none focus:ring-2 focus:ring-[#14163d]/20 focus:border-[#14163d]"
>
{INTERNAL_FIELDS.map((f) => (
<option key={f.value} value={f.value}>
{f.label}
</option>
))}
</select>
</div>
{/* Status badge */}
<div className="col-span-2 flex justify-end">
<span
className={`inline-flex items-center gap-1 px-2.5 py-1 rounded-full text-xs font-semibold ${
isMapped
? "bg-amber-50 text-amber-700"
: "bg-gray-100 text-gray-400"
}`}
>
<span className="w-1.5 h-1.5 rounded-full bg-current opacity-70" />
{isMapped ? "Mapped" : "Skipped"}
</span>
</div>
</div>
);
})}
</div>
)}
</div>
{/* Validation error */}
{missingRequired.length > 0 && (
<p className="text-xs text-amber-600 mb-4">
Required fields not yet mapped:{" "}
{missingRequired
.map((r) => INTERNAL_FIELDS.find((f) => f.value === r)?.label)
.join(", ")}
</p>
)}
{error && <p className="text-xs text-red-500 mb-4">{error}</p>}
{/* Footer */}
<div className="flex items-center justify-between">
<Link
href={`/portfolio/${portfolioId}/bulk-upload`}
className="flex items-center gap-1.5 text-sm font-semibold text-gray-400 hover:text-gray-700 transition-colors"
>
<ArrowLeftIcon className="h-4 w-4" />
Back
</Link>
<div className="flex items-center gap-3">
<Link
href={`/portfolio/${portfolioId}/bulk-upload`}
className="text-sm font-semibold text-gray-400 hover:text-gray-700 transition-colors"
>
Cancel
</Link>
<button
onClick={handleSubmit}
disabled={!canSubmit}
className={`flex items-center gap-2 px-7 py-2.5 rounded-2xl bg-gradient-to-br from-[#14163d] to-[#15173e] text-white text-sm font-bold transition-opacity ${
canSubmit ? "opacity-100 hover:opacity-90" : "opacity-40 cursor-not-allowed"
}`}
>
{submitting ? "Saving…" : "Process Mapping"}
{!submitting && <ArrowRightIcon className="h-4 w-4" />}
</button>
</div>
</div>
{/* Pro tip */}
<div className="mt-10 bg-gray-50 rounded-2xl p-6">
<p className="text-xs font-semibold text-midblue uppercase tracking-wider mb-2">
Pro Tip
</p>
<p className="text-sm text-gray-500 italic">
&ldquo;Ensure your source file doesn&apos;t have blank headers. Any column mapped to
&ldquo;Skip&rdquo; will be ignored during import.&rdquo;
</p>
</div>
</div>
);
}

View file

@ -1,33 +0,0 @@
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 (
<MapColumnsClient
portfolioId={slug}
uploadId={uploadId}
filename={upload.filename}
sourceHeaders={upload.sourceHeaders}
existingMapping={upload.columnMapping ?? undefined}
/>
);
}

View file

@ -1,163 +0,0 @@
"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";
import StartOnboardingButton from "./StartOnboardingButton";
import OnboardingProgress from "./OnboardingProgress";
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: "Mapping complete",
body: "Column mapping saved. Start onboarding to begin matching your addresses to UPRNs.",
cta: true,
},
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 isDomnaUser = !!session.user?.email?.endsWith("@domna.homes");
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 (
<div className="max-w-2xl mx-auto px-6 py-10">
{/* Back */}
<Link
href={`/portfolio/${slug}/bulk-upload`}
className="inline-flex items-center gap-1.5 text-sm text-gray-400 hover:text-gray-700 transition-colors mb-8"
>
<ArrowLeftIcon className="h-4 w-4" />
Back to uploads
</Link>
{/* Header */}
<div className="mb-8">
<p className="text-xs font-semibold text-gray-400 uppercase tracking-widest mb-1">
Bulk Upload
</p>
<h1 className="text-3xl font-extrabold text-gray-900 tracking-tight mb-1">
{upload.filename}
</h1>
<p className="text-sm text-gray-500">Uploaded {formatDate(upload.createdAt)}</p>
</div>
{/* Status card */}
<div className="bg-white border border-gray-100 rounded-2xl p-6 shadow-sm mb-4">
<div className="flex items-start gap-4">
<div className={`w-11 h-11 rounded-xl flex items-center justify-center shrink-0 ${config.iconBg}`}>
<Icon className={`h-6 w-6 ${config.iconColor}`} />
</div>
<div className="flex-1">
<p className="text-sm font-semibold text-gray-900 mb-1">{config.title}</p>
<p className="text-sm text-gray-500 leading-relaxed">{config.body}</p>
{statusKey === "ready_for_processing" && (
<Link
href={`/portfolio/${slug}/bulk-upload/${uploadId}/map-columns`}
className="mt-4 inline-flex items-center gap-2 px-5 py-2 rounded-xl bg-gradient-to-br from-[#14163d] to-[#15173e] text-white text-sm font-bold hover:opacity-90 transition-opacity"
>
Map Columns
<ArrowRightIcon className="h-4 w-4" />
</Link>
)}
{statusKey === "mapping_complete" && (
<div className="mt-4 flex flex-col gap-3">
<Link
href={`/portfolio/${slug}/bulk-upload/${uploadId}/map-columns`}
className="inline-flex items-center gap-1.5 text-sm text-gray-400 hover:text-gray-700 transition-colors"
>
Edit column mapping
<ArrowRightIcon className="h-3.5 w-3.5" />
</Link>
<StartOnboardingButton
portfolioId={upload.portfolioId}
uploadId={uploadId}
filename={upload.filename}
/>
</div>
)}
{(statusKey === "processing" || statusKey === "complete" || statusKey === "failed") &&
upload.taskId && (
<OnboardingProgress taskId={upload.taskId} portfolioSlug={slug} isDomnaUser={isDomnaUser} />
)}
</div>
</div>
</div>
</div>
);
}

View file

@ -1,143 +0,0 @@
"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<string, { label: string; classes: string }> = {
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 (
<div className="max-w-4xl mx-auto px-6 py-10">
{/* Header */}
<div className="mb-8">
<p className="text-xs font-semibold text-gray-400 uppercase tracking-widest mb-1">
Portfolio Bulk Uploads
</p>
<h1 className="text-3xl font-extrabold text-gray-900 tracking-tight">
Batch Uploads
</h1>
<p className="text-sm text-gray-500 mt-1">
Select an upload to continue processing, or start a new import.
</p>
</div>
{uploads.length === 0 ? (
/* Empty state */
<div className="flex flex-col items-center justify-center py-24 border-2 border-dashed border-gray-200 rounded-2xl text-center">
<div className="w-14 h-14 rounded-full bg-gray-100 flex items-center justify-center mb-4">
<CloudArrowUpIcon className="h-7 w-7 text-gray-400" />
</div>
<p className="text-base font-semibold text-gray-700 mb-1">No uploads yet</p>
<p className="text-sm text-gray-400">
Use the Bulk Upload button on your portfolio to get started.
</p>
</div>
) : (
/* Upload list */
<div className="space-y-3">
{/* Column headers */}
<div className="grid grid-cols-12 px-4 pb-1">
<span className="col-span-6 text-xs font-semibold text-gray-400 uppercase tracking-wider">
File
</span>
<span className="col-span-3 text-xs font-semibold text-gray-400 uppercase tracking-wider">
Uploaded
</span>
<span className="col-span-2 text-xs font-semibold text-gray-400 uppercase tracking-wider">
Status
</span>
<span className="col-span-1" />
</div>
{uploads.map((upload) => {
const status = STATUS_LABELS[upload.status] ?? {
label: upload.status,
classes: "bg-gray-100 text-gray-600",
};
return (
<Link
key={upload.id}
href={`/portfolio/${slug}/bulk-upload/${upload.id}`}
className="grid grid-cols-12 items-center bg-white border border-gray-100 rounded-xl px-4 py-4 hover:border-gray-300 hover:shadow-sm transition-all group"
>
{/* Filename */}
<div className="col-span-6 flex items-center gap-3 min-w-0">
<div className="w-9 h-9 rounded-lg bg-gray-50 border border-gray-100 flex items-center justify-center shrink-0">
<DocumentTextIcon className="h-5 w-5 text-midblue" />
</div>
<div className="min-w-0">
<p className="text-sm font-semibold text-gray-900 truncate">
{upload.filename}
</p>
<p className="text-xs text-gray-400 truncate font-mono">
{upload.s3Key.split("/").pop()}
</p>
</div>
</div>
{/* Date */}
<div className="col-span-3">
<p className="text-sm text-gray-500">
{formatDate(upload.createdAt)}
</p>
</div>
{/* Status badge */}
<div className="col-span-2">
<span
className={`inline-flex items-center gap-1 px-2.5 py-1 rounded-full text-xs font-semibold ${status.classes}`}
>
<span className="w-1.5 h-1.5 rounded-full bg-current opacity-70" />
{status.label}
</span>
</div>
{/* Arrow */}
<div className="col-span-1 flex justify-end">
<ArrowRightIcon className="h-4 w-4 text-gray-300 group-hover:text-gray-600 transition-colors" />
</div>
</Link>
);
})}
</div>
)}
</div>
);
}

View file

@ -1,230 +0,0 @@
"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<string, { name: string | null; email: string; capabilities: Capability[] }>;
async function getCapabilities(portfolioId: string): Promise<CapabilityEntry[]> {
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<void> {
const res = await fetch(`/api/portfolio/${portfolioId}/capabilities`, {
method: "POST",
headers: { "Content-Type": "application/json" },
body: JSON.stringify({ userId, capability }),
});
if (!res.ok) throw new Error("Failed to assign capability");
}
async function removeCapability(
portfolioId: string,
userId: string,
capability: Capability,
): Promise<void> {
const res = await fetch(`/api/portfolio/${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 (
<div className="rounded-md border border-gray-700 mt-4">
<Table>
<TableBody>
<TableRow>
<TableHead className="text-brandblue">
Project Roles:
<p className="text-xs text-gray-500">
Assign approver or contractor capabilities to users
</p>
</TableHead>
</TableRow>
<TableRow>
<TableCell colSpan={3}>
<div className="rounded-md border border-gray-200">
<Table>
<TableHeader>
<TableRow>
<TableHead>Name</TableHead>
<TableHead>Email</TableHead>
<TableHead>Approver</TableHead>
<TableHead>Contractor</TableHead>
</TableRow>
</TableHeader>
<TableBody>
{isLoading ? (
<TableRow>
<TableCell colSpan={4} className="text-sm text-gray-500">
Loading
</TableCell>
</TableRow>
) : rows.length === 0 ? (
<TableRow>
<TableCell colSpan={4} className="text-sm text-gray-500">
No collaborators yet. Add users in the section above first.
</TableCell>
</TableRow>
) : (
rows.map(([userId, { name, email, capabilities }]) => (
<TableRow key={userId}>
<TableCell>{name || "—"}</TableCell>
<TableCell className="text-sm text-gray-600">{email}</TableCell>
<TableCell>
<CapabilityToggle
has={capabilities.includes("approver")}
capability="approver"
isPending={toggleMutation.isPending}
onToggle={(has) =>
toggleMutation.mutate({ userId, capability: "approver", has })
}
/>
</TableCell>
<TableCell>
<CapabilityToggle
has={capabilities.includes("contractor")}
capability="contractor"
isPending={toggleMutation.isPending}
onToggle={(has) =>
toggleMutation.mutate({ userId, capability: "contractor", has })
}
/>
</TableCell>
</TableRow>
))
)}
</TableBody>
</Table>
</div>
</TableCell>
</TableRow>
</TableBody>
</Table>
</div>
);
}
function CapabilityToggle({
has,
capability,
isPending,
onToggle,
}: {
has: boolean;
capability: Capability;
isPending: boolean;
onToggle: (has: boolean) => void;
}) {
return (
<Button
size="sm"
variant={has ? "default" : "outline"}
disabled={isPending}
onClick={() => onToggle(has)}
className={has ? "bg-brandblue text-white" : ""}
>
{has ? (
<Badge className="bg-transparent text-white p-0 shadow-none">
{capability === "approver" ? "Approver" : "Contractor"}
</Badge>
) : (
<span className="text-gray-500">
Add {capability === "approver" ? "Approver" : "Contractor"}
</span>
)}
</Button>
);
}

View file

@ -27,13 +27,15 @@ async function getPortfolioUsers(portfolioId: string): Promise<Collaborator[]> {
const users = Array.isArray(json) ? json : json.users; // support both shapes
// Guard + shape to Collaborator[]
return Array.isArray(users)
? users.map((u: any) => ({
portfolioUserId: String(u.portfolioUserId),
userId: String(u.userId),
name: u.name ?? null,
email: u.email ?? "",
role: u.role,
}))
? 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,
}))
: [];
}
@ -249,20 +251,12 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) {
<TableCell>{c.name || "—"}</TableCell>
<TableCell>{c.email}</TableCell>
<TableCell className="min-w-40">
{c.role === "creator" || c.role === "admin" ? (
<span className="text-xs font-medium text-gray-500 px-2 py-1 bg-gray-100 rounded-md capitalize">
{c.role}
</span>
) : (
<RoleDropdown value={c.role as "read" | "write"} onChange={(r) => onChangeRole(c.portfolioUserId, r)} />
)}
<RoleDropdown value={c.role} onChange={(r) => onChangeRole(c.portfolioUserId, r)} />
</TableCell>
<TableCell className="text-right">
{c.role !== "creator" && (
<Button variant="destructive" className="bg-red-700" onClick={() => onRemove(c.portfolioUserId)}>
Remove
</Button>
)}
<Button variant="destructive" className="bg-red-700" onClick={() => onRemove(c.portfolioUserId)}>
Remove
</Button>
</TableCell>
</TableRow>
))

View file

@ -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 | "creator" | "admin";
role: Role;
};
// Small role dropdown using shadcn Select

View file

@ -1,5 +1,4 @@
import { UsersPermissionsCard } from "../UsersPermissionsCard";
import { CapabilitiesCard } from "../CapabilitiesCard";
export default async function UserAccessPage(props: {
params: Promise<{ slug: string }>;
@ -9,7 +8,6 @@ export default async function UserAccessPage(props: {
return (
<div>
<UsersPermissionsCard portfolioId={slug} />
<CapabilitiesCard portfolioId={slug} />
</div>
);
}

View file

@ -1,140 +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 { CheckCircle2, XCircle } from "lucide-react";
export type PendingDiff = {
added: string[];
removed: string[];
};
type Props = {
open: boolean;
pendingDiffs: Record<string, PendingDiff>; // dealId -> diff
dealNames: Record<string, string>; // 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 (
<Dialog open={open} onOpenChange={handleOpenChange}>
<DialogContent className="sm:max-w-lg">
<DialogHeader>
<DialogTitle className="text-brandblue">Confirm approval changes</DialogTitle>
<DialogDescription>
Review the changes below. This action will be recorded in the audit
log and cannot be undone automatically.
</DialogDescription>
</DialogHeader>
<div className="space-y-4 max-h-80 overflow-y-auto py-1 pr-1">
{Object.entries(pendingDiffs).map(([dealId, diff]) => {
if (diff.added.length === 0 && diff.removed.length === 0) return null;
const name = dealNames[dealId] ?? dealId;
return (
<div key={dealId} className="space-y-2">
<p className="text-sm font-semibold text-gray-700">{name}</p>
<div className="space-y-1 pl-2">
{diff.added.map((m) => (
<div key={`add-${m}`} className="flex items-center gap-2">
<CheckCircle2 className="h-4 w-4 text-emerald-500 shrink-0" />
<span className="text-sm text-emerald-700">{m}</span>
<span className="text-xs text-gray-400">will be approved</span>
</div>
))}
{diff.removed.map((m) => (
<div key={`rem-${m}`} className="flex items-center gap-2">
<XCircle className="h-4 w-4 text-red-400 shrink-0" />
<span className="text-sm text-red-600">{m}</span>
<span className="text-xs text-gray-400">will be unapproved</span>
</div>
))}
</div>
</div>
);
})}
</div>
<div className="space-y-2 pt-2 border-t border-gray-100">
<p className="text-sm text-gray-600">
To confirm{" "}
<span className="font-semibold">
{totalAdded > 0 && `${totalAdded} approval${totalAdded > 1 ? "s" : ""}`}
{totalAdded > 0 && totalRemoved > 0 && " and "}
{totalRemoved > 0 && `${totalRemoved} removal${totalRemoved > 1 ? "s" : ""}`}
</span>
, type{" "}
<code className="px-1 py-0.5 bg-gray-100 rounded text-brandblue font-mono text-xs">
{CONFIRM_WORD}
</code>{" "}
below:
</p>
<Input
value={typed}
onChange={(e) => setTyped(e.target.value)}
placeholder={`Type "${CONFIRM_WORD}" to confirm`}
className="font-mono"
autoFocus
/>
</div>
<DialogFooter>
<Button variant="secondary" onClick={onCancel} disabled={isPending}>
Cancel
</Button>
<Button
onClick={() => {
setTyped("");
onConfirm();
}}
disabled={!canConfirm}
className="bg-brandblue text-white"
>
{isPending ? "Saving…" : "Confirm"}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
}

View file

@ -1,569 +0,0 @@
"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<string> {
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<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");
const { id } = await res.json();
return id;
}
async function saveClassifications(
updates: { id: string; fileType: string; measureName?: string }[],
): Promise<void> {
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 (
<Select value={value} onValueChange={onChange}>
<SelectTrigger className="h-8 text-xs w-full">
<SelectValue placeholder="Select type…" />
</SelectTrigger>
<SelectContent>
{FILE_TYPE_GROUPS.map((group) => {
const items = FILE_TYPE_OPTIONS.filter((o) => o.group === group);
if (!items.length) return null;
return (
<SelectGroup key={group}>
<SelectLabel className="text-[10px] text-gray-400 uppercase tracking-wide">{group}</SelectLabel>
{items.map((o) => (
<SelectItem key={o.value} value={o.value} className="text-xs">{o.label}</SelectItem>
))}
</SelectGroup>
);
})}
</SelectContent>
</Select>
);
}
// ── Status icon ────────────────────────────────────────────────────────────
function StatusIcon({ status, isExisting, errorMsg }: { status: FileStatus; isExisting?: boolean; errorMsg?: string }) {
if (isExisting) return <Clock className="h-4 w-4 text-amber-400 shrink-0" aria-label="Pending classification" />;
if (status === "queued") return <span className="h-4 w-4 rounded-full border-2 border-gray-200 shrink-0 inline-block" />;
if (status === "uploading") return <Loader2 className="h-4 w-4 animate-spin text-brandblue shrink-0" />;
if (status === "done") return <CheckCircle2 className="h-4 w-4 text-emerald-500 shrink-0" />;
return <span title={errorMsg}><XCircle className="h-4 w-4 text-red-400 shrink-0" /></span>;
}
// ── Main component ─────────────────────────────────────────────────────────
export default function ContractorUploadModal({ deal, portfolioId, onClose }: Props) {
const measures = parseMeasures(deal.proposedMeasures);
const fileInputRef = useRef<HTMLInputElement>(null);
const [isDragOver, setIsDragOver] = useState(false);
const [queue, setQueue] = useState<FileEntry[]>([]);
const [phase, setPhase] = useState<Phase>("loading");
const [isUploading, setIsUploading] = useState(false);
const [isSaving, setIsSaving] = useState(false);
const [saveError, setSaveError] = useState<string | null>(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<HTMLInputElement>) {
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 (
<Dialog open onOpenChange={onClose}>
<DialogContent className="sm:max-w-xl max-h-[90vh] flex flex-col overflow-hidden">
<DialogHeader>
<DialogTitle>
{phase === "loading" ? "Loading…" :
phase === "upload" ? "Upload Documents" :
"Classify Documents"}
</DialogTitle>
<DialogDescription>
{phase === "loading" && "Checking for pending files…"}
{phase === "upload" && (
<>
Upload install documents for <strong>{propertyLabel}</strong>.
{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.
</>
)}
</DialogDescription>
</DialogHeader>
<div className="flex-1 overflow-y-auto min-h-0 space-y-4 py-2">
{/* ── Loading ── */}
{phase === "loading" && (
<div className="flex items-center justify-center py-8">
<Loader2 className="h-5 w-5 animate-spin text-gray-400" />
</div>
)}
{/* ── Phase 1: Upload ── */}
{phase === "upload" && (
<>
{/* Existing unclassified banner */}
{existingCount > 0 && (
<div className="flex items-center gap-2 px-3 py-2.5 rounded-lg bg-amber-50 border border-amber-200 text-xs">
<Clock className="h-4 w-4 text-amber-500 shrink-0" />
<span className="text-amber-700">
<strong>{existingCount}</strong> previously uploaded file{existingCount !== 1 ? "s" : ""} {existingCount !== 1 ? "are" : "is"} waiting to be classified.
Add new files or go straight to classification.
</span>
</div>
)}
{/* Drop zone */}
<div
className={`border-2 border-dashed rounded-xl p-8 text-center cursor-pointer transition-colors ${
isDragOver ? "border-brandblue bg-brandlightblue/20" : "border-gray-200 hover:border-brandblue/40 hover:bg-gray-50"
}`}
onClick={() => fileInputRef.current?.click()}
onDragOver={(e) => { e.preventDefault(); setIsDragOver(true); }}
onDragLeave={() => setIsDragOver(false)}
onDrop={handleDrop}
>
<Upload className="h-6 w-6 text-gray-400 mx-auto mb-2" />
<p className="text-sm font-medium text-gray-600">Drop files here or click to browse</p>
<p className="text-xs text-gray-400 mt-1">PDF, JPG, PNG accepted · Multiple files OK</p>
<input
ref={fileInputRef}
type="file"
multiple
accept=".pdf,.jpg,.jpeg,.png"
className="hidden"
onChange={handleInputChange}
/>
</div>
{/* New file queue */}
{newQueuedCount > 0 && (
<div className="space-y-1">
{queue.filter((f) => f.file).map((entry) => (
<div key={entry.id} className="flex items-center gap-3 px-3 py-2 rounded-lg bg-gray-50 border border-gray-100">
<div className="flex-1 min-w-0">
<p className="text-xs font-medium text-gray-700 truncate">{entry.displayName}</p>
{entry.displaySize && <p className="text-[10px] text-gray-400">{entry.displaySize}</p>}
</div>
<StatusIcon status={entry.status} />
{entry.status === "queued" && (
<button
onClick={() => removeFile(entry.id)}
className="text-gray-300 hover:text-gray-500 text-lg leading-none shrink-0"
aria-label="Remove"
>
×
</button>
)}
</div>
))}
</div>
)}
</>
)}
{/* ── Phase 2: Classify ── */}
{phase === "classify" && (
<div className="space-y-3">
{/* Column headers */}
<div className="grid grid-cols-[1fr_180px_128px] gap-2 px-1">
<span className="text-[10px] font-semibold text-gray-400 uppercase tracking-wide">File</span>
<span className="text-[10px] font-semibold text-gray-400 uppercase tracking-wide">Document Type <span className="text-red-400">*</span></span>
<span className="text-[10px] font-semibold text-gray-400 uppercase tracking-wide">Measure</span>
</div>
{classifiableEntries.map((entry) => (
<div key={entry.id} className="grid grid-cols-[1fr_180px_128px] gap-2 items-center px-1">
<div className="flex items-center gap-2 min-w-0">
<StatusIcon status={entry.status} isExisting={!!entry.existingS3Key} />
<div className="min-w-0">
<p className="text-xs font-medium text-gray-700 truncate">{entry.displayName}</p>
{entry.displaySize && <p className="text-[10px] text-gray-400">{entry.displaySize}</p>}
{entry.existingS3Key && <p className="text-[10px] text-amber-500">Previously uploaded</p>}
</div>
</div>
<DocTypeSelect value={entry.docType} onChange={(v) => updateEntryField(entry.id, "docType", v)} />
{measures.length > 0 ? (
<Select value={entry.measureName} onValueChange={(v) => updateEntryField(entry.id, "measureName", v)}>
<SelectTrigger className="h-8 text-xs w-full">
<SelectValue placeholder="—" />
</SelectTrigger>
<SelectContent>
<SelectItem value="" className="text-xs text-gray-400"> None </SelectItem>
{measures.map((m) => (
<SelectItem key={m} value={m} className="text-xs">{m}</SelectItem>
))}
</SelectContent>
</Select>
) : (
<span className="text-xs text-gray-300"></span>
)}
</div>
))}
{/* Failed uploads (info only) */}
{queue.filter((f) => f.status === "error").length > 0 && (
<div className="p-3 rounded-lg bg-red-50 border border-red-200">
<p className="text-xs font-medium text-red-700 mb-1">
{queue.filter((f) => f.status === "error").length} file(s) failed and are excluded:
</p>
{queue.filter((f) => f.status === "error").map((f) => (
<p key={f.id} className="text-xs text-red-600">{f.displayName}</p>
))}
</div>
)}
{saveError && (
<p className="text-sm text-red-600 bg-red-50 border border-red-200 rounded-md px-3 py-2">
{saveError}
</p>
)}
</div>
)}
</div>
<DialogFooter className="pt-2 border-t border-gray-100 shrink-0">
{phase === "loading" && (
<Button variant="secondary" onClick={onClose}>Cancel</Button>
)}
{phase === "upload" && (
<>
<Button variant="secondary" onClick={onClose} disabled={isUploading}>Cancel</Button>
<Button
onClick={handleUpload}
disabled={isUploading || (newQueuedCount === 0 && existingCount === 0)}
className="bg-brandblue text-white gap-1.5"
>
{isUploading ? (
<><Loader2 className="h-3.5 w-3.5 animate-spin" /> Uploading</>
) : newQueuedCount > 0 ? (
<>Upload {newQueuedCount} file{newQueuedCount !== 1 ? "s" : ""} </>
) : (
<>Classify {existingCount} pending file{existingCount !== 1 ? "s" : ""} </>
)}
</Button>
</>
)}
{phase === "classify" && (
<>
<Button variant="secondary" onClick={onClose} disabled={isSaving}>
Skip for now
</Button>
<Button
onClick={handleSaveClassifications}
disabled={!allClassified || isSaving}
className="bg-brandblue text-white gap-1.5"
>
{isSaving ? (
<><Loader2 className="h-3.5 w-3.5 animate-spin" /> Saving</>
) : (
"Save Classifications →"
)}
</Button>
</>
)}
</DialogFooter>
</DialogContent>
</Dialog>
);
}

View file

@ -28,8 +28,7 @@ import {
} from "@/app/shadcn_components/ui/select";
import { Search, ChevronLeft, ChevronRight, Download } from "lucide-react";
import { createDocumentTableColumns } from "./DocumentTableColumns";
import ContractorUploadModal from "./ContractorUploadModal";
import type { ClassifiedDeal, DocStatusMap, PortfolioCapabilityType } from "./types";
import type { ClassifiedDeal, DocStatusMap } from "./types";
type SurveyStatusFilter = "all" | "none" | "partial" | "complete";
@ -37,8 +36,6 @@ 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 {
@ -52,7 +49,7 @@ function escapeCell(value: unknown): string {
: str;
}
export default function DocumentTable({ data, onOpenDrawer, docStatusMap, portfolioId, userCapability }: DocumentTableProps) {
export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: DocumentTableProps) {
const [globalFilter, setGlobalFilter] = useState("");
const [surveyStatusFilter, setSurveyStatusFilter] = useState<SurveyStatusFilter>("all");
const [sorting, setSorting] = useState<SortingState>([]);
@ -60,7 +57,6 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap, portfo
pageIndex: 0,
pageSize: 25,
});
const [uploadDeal, setUploadDeal] = useState<ClassifiedDeal | null>(null);
const filteredData = useMemo(() => {
if (surveyStatusFilter === "all") return data;
@ -74,12 +70,8 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap, portfo
}, [data, surveyStatusFilter, docStatusMap]);
const columns = useMemo(
() => createDocumentTableColumns(
onOpenDrawer,
docStatusMap,
userCapability.includes("contractor") ? setUploadDeal : undefined,
),
[onOpenDrawer, docStatusMap, userCapability],
() => createDocumentTableColumns(onOpenDrawer, docStatusMap),
[onOpenDrawer, docStatusMap],
);
const table = useReactTable({
@ -247,15 +239,6 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap, portfo
</div>
</div>
{/* Contractor upload modal */}
{uploadDeal && (
<ContractorUploadModal
deal={uploadDeal}
portfolioId={portfolioId}
onClose={() => setUploadDeal(null)}
/>
)}
{/* Pagination */}
{pageCount > 1 && (
<div className="flex items-center justify-between pt-1">

View file

@ -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 } from "lucide-react";
import type { ClassifiedDeal, DocStatusMap, DocStatus } from "./types";
function SortableHeader({
@ -50,7 +50,6 @@ 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<ClassifiedDeal>[] {
return [
// ── Address ──────────────────────────────────────────────────────────
@ -144,24 +143,5 @@ export function createDocumentTableColumns(
enableSorting: false,
enableHiding: false,
},
// ── Upload button (contractor only) ──────────────────────────────────
...(onUpload ? [{
id: "upload",
header: () => (
<span className="text-xs font-semibold uppercase tracking-wide text-gray-500">Upload</span>
),
cell: ({ row }: { row: { original: ClassifiedDeal } }) => (
<button
onClick={() => onUpload(row.original)}
className="inline-flex items-center gap-1.5 px-2.5 py-1.5 rounded-lg text-xs font-medium border border-brandblue/20 text-brandblue bg-brandlightblue/20 hover:bg-brandlightblue/40 hover:border-brandblue/40 transition-all duration-150 whitespace-nowrap"
>
<Upload className="h-3.5 w-3.5" />
Upload Docs
</button>
),
enableSorting: false,
enableHiding: false,
} as ColumnDef<ClassifiedDeal>] : []),
];
}

View file

@ -9,11 +9,10 @@ import {
TabsTrigger,
} from "@/app/shadcn_components/ui/tabs";
import { Card, CardContent } from "@/app/shadcn_components/ui/card";
import { BarChart2, Table2, FolderOpen, Wrench } from "lucide-react";
import { BarChart2, Table2, FolderOpen } 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";
@ -31,12 +30,9 @@ export default function LiveTracker({
totalDeals,
majorConditionDeals,
docStatusMap,
userCapability,
approvalsByDeal,
portfolioId,
}: LiveTrackerProps) {
// ── Tab state ────────────────────────────────────────────────────────
const [activeTab, setActiveTab] = useState<"analytics" | "properties" | "documents" | "measures">(
const [activeTab, setActiveTab] = useState<"analytics" | "properties" | "documents">(
"analytics",
);
@ -98,7 +94,7 @@ export default function LiveTracker({
<div className="space-y-4 w-full">
<Tabs
value={activeTab}
onValueChange={(v) => setActiveTab(v as "analytics" | "properties" | "documents" | "measures")}
onValueChange={(v) => setActiveTab(v as "analytics" | "properties" | "documents")}
>
{/* Tab bar */}
<TabsList className="h-10 p-1 bg-brandlightblue/10 border border-brandblue/10 rounded-xl mb-6">
@ -123,13 +119,6 @@ export default function LiveTracker({
<FolderOpen className="h-3.5 w-3.5" />
Document Management
</TabsTrigger>
<TabsTrigger
value="measures"
className="flex items-center gap-2 rounded-lg text-sm font-medium px-4 data-[state=active]:bg-white data-[state=active]:text-brandblue data-[state=active]:shadow-sm transition-all"
>
<Wrench className="h-3.5 w-3.5" />
Measures
</TabsTrigger>
</TabsList>
{/* Analytics tab */}
@ -215,42 +204,6 @@ export default function LiveTracker({
data={currentProject?.allDeals ?? []}
onOpenDrawer={handleOpenDrawer}
docStatusMap={docStatusMap}
portfolioId={portfolioId}
userCapability={userCapability}
/>
</div>
</TabsContent>
{/* Measures tab */}
<TabsContent value="measures" className="mt-0">
<div className="space-y-4">
{projects.length > 1 && (
<div className="flex items-center gap-3">
<span className="text-sm text-gray-500 shrink-0">Project:</span>
<select
value={currentProjectCode}
onChange={(e) => setCurrentProjectCode(e.target.value)}
className="px-3 py-1.5 border border-brandblue/20 rounded-lg bg-white text-sm text-gray-800 font-medium focus:ring-2 focus:ring-brandblue focus:border-brandblue focus:outline-none transition-all appearance-none pr-8"
>
{projectCodes.map((code) =>
code === "__ALL__" ? (
<option key="__ALL__" value="__ALL__" style={{ fontWeight: 700 }}>
All Projects
</option>
) : (
<option key={code} value={code}>
{code}
</option>
),
)}
</select>
</div>
)}
<MeasuresTable
data={currentProject?.allDeals ?? []}
userCapability={userCapability}
approvalsByDeal={approvalsByDeal}
portfolioId={portfolioId}
/>
</div>
</TabsContent>
@ -358,7 +311,6 @@ export default function LiveTracker({
{/* ── Property detail drawer ─────────────────────────────────────── */}
<PropertyDetailDrawer
deal={detailDeal}
portfolioId={portfolioId}
onClose={() => setDetailDeal(null)}
/>
</div>

View file

@ -1,469 +0,0 @@
"use client";
import React, { useMemo, useState } from "react";
import { useMutation, useQuery } from "@tanstack/react-query";
import {
Table,
TableBody,
TableCell,
TableHead,
TableHeader,
TableRow,
} from "@/app/shadcn_components/ui/table";
import { Input } from "@/app/shadcn_components/ui/input";
import { Button } from "@/app/shadcn_components/ui/button";
import { Badge } from "@/app/shadcn_components/ui/badge";
import { Checkbox } from "@/app/shadcn_components/ui/checkbox";
import { Search, Save, ChevronDown, ChevronRight } from "lucide-react";
import { STAGE_COLORS } from "./types";
import type { ClassifiedDeal, PortfolioCapabilityType, ApprovalsByDeal } from "./types";
import { ApprovalConfirmDialog, type PendingDiff } from "./ApprovalConfirmDialog";
type AuditEvent = {
id: string;
hubspotDealId: string;
measureName: string;
action: string; // 'approved' | 'unapproved'
actedByEmail: string;
actedByName: string | null;
actedAt: string; // ISO string
};
type Props = {
data: ClassifiedDeal[];
userCapability: PortfolioCapabilityType;
approvalsByDeal: ApprovalsByDeal;
portfolioId: string;
};
function parseMeasures(raw: string | null | undefined): string[] {
if (!raw) return [];
return raw.split(",").map((m) => m.trim()).filter(Boolean);
}
function ApprovalStatus({
proposed,
approved,
}: {
proposed: string[];
approved: string[];
}) {
if (proposed.length === 0) return null;
const approvedSet = new Set(approved);
const approvedCount = proposed.filter((m) => approvedSet.has(m)).length;
if (approvedCount === 0) {
return (
<Badge className="bg-amber-50 text-amber-700 border border-amber-200 text-xs">
Pending
</Badge>
);
}
if (approvedCount === proposed.length) {
return (
<Badge className="bg-emerald-50 text-emerald-700 border border-emerald-200 text-xs">
Fully Approved
</Badge>
);
}
return (
<Badge className="bg-blue-50 text-blue-700 border border-blue-200 text-xs">
{approvedCount}/{proposed.length} Approved
</Badge>
);
}
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 (
<p className="text-xs text-gray-400 py-2 pl-4">Loading activity</p>
);
}
const events = data?.events ?? [];
if (events.length === 0) {
return (
<p className="text-xs text-gray-400 py-2 pl-4">No activity yet.</p>
);
}
return (
<div className="pl-4 pr-2 pb-3 space-y-1.5">
{events.map((e) => (
<div key={e.id} className="flex items-center gap-2 text-xs">
<span
className={`px-1.5 py-0.5 rounded text-xs font-medium ${
e.action === "approved"
? "bg-emerald-50 text-emerald-700"
: "bg-red-50 text-red-600"
}`}
>
{e.action === "approved" ? "Approved" : "Unapproved"}
</span>
<span className="font-medium text-gray-700">{e.measureName}</span>
<span className="text-gray-400">·</span>
<span className="text-gray-500">
{e.actedByName ?? e.actedByEmail}
</span>
<span className="text-gray-400">·</span>
<span className="text-gray-400">{formatDate(e.actedAt)}</span>
</div>
))}
</div>
);
}
async function postApprovalChanges(
portfolioId: string,
changes: { hubspotDealId: string; measureName: string; approved: boolean }[],
) {
const res = await fetch(`/api/portfolio/${portfolioId}/approvals`, {
method: "POST",
headers: { "Content-Type": "application/json" },
body: JSON.stringify({ changes }),
});
if (!res.ok) throw new Error("Failed to save approvals");
}
export default function MeasuresTable({
data,
userCapability,
approvalsByDeal,
portfolioId,
}: Props) {
const [search, setSearch] = useState("");
// pendingChanges: dealId -> desired Set<measureName> (the full intended approved set)
const [pendingChanges, setPendingChanges] = useState<
Record<string, Set<string>>
>({});
const [savedApprovals, setSavedApprovals] =
useState<ApprovalsByDeal>(approvalsByDeal);
const [showConfirm, setShowConfirm] = useState(false);
const [expandedRows, setExpandedRows] = useState<Set<string>>(new Set());
// Filter to only properties with proposed measures
const dealsWithMeasures = useMemo(
() => data.filter((d) => d.proposedMeasures),
[data],
);
const filtered = useMemo(() => {
const q = search.toLowerCase();
if (!q) return dealsWithMeasures;
return dealsWithMeasures.filter(
(d) =>
d.dealname?.toLowerCase().includes(q) ||
d.landlordPropertyId?.toLowerCase().includes(q) ||
d.proposedMeasures?.toLowerCase().includes(q),
);
}, [dealsWithMeasures, search]);
const hasPendingChanges = Object.keys(pendingChanges).length > 0;
// Compute diffs: for each deal in pendingChanges, what's added vs removed vs saved
const pendingDiffs = useMemo<Record<string, PendingDiff>>(() => {
const diffs: Record<string, PendingDiff> = {};
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<Record<string, string>>(() => {
const map: Record<string, string> = {};
for (const d of dealsWithMeasures) {
map[d.dealId] = d.dealname ?? d.landlordPropertyId ?? d.dealId;
}
return map;
}, [dealsWithMeasures]);
const saveMutation = useMutation({
mutationFn: () => {
// Build flat list of explicit changes from diffs
const changes: { hubspotDealId: string; measureName: string; approved: boolean }[] = [];
for (const [dealId, diff] of Object.entries(pendingDiffs)) {
for (const m of diff.added) changes.push({ hubspotDealId: dealId, measureName: m, approved: true });
for (const m of diff.removed) changes.push({ hubspotDealId: dealId, measureName: m, approved: false });
}
return postApprovalChanges(portfolioId, changes);
},
onSuccess: () => {
setSavedApprovals((prev) => {
const next = { ...prev };
for (const [dealId, pending] of Object.entries(pendingChanges)) {
next[dealId] = Array.from(pending);
}
return next;
});
setPendingChanges({});
setShowConfirm(false);
},
});
function toggleMeasure(dealId: string, measure: string) {
setPendingChanges((prev) => {
const base =
prev[dealId] !== undefined
? new Set(prev[dealId])
: new Set(savedApprovals[dealId] ?? []);
if (base.has(measure)) {
base.delete(measure);
} else {
base.add(measure);
}
// If pending equals saved, remove from tracking
const saved = new Set(savedApprovals[dealId] ?? []);
const equal = base.size === saved.size && [...base].every((m) => saved.has(m));
const next = { ...prev };
if (equal) {
delete next[dealId];
} else {
next[dealId] = base;
}
return next;
});
}
function toggleRowExpand(dealId: string) {
setExpandedRows((prev) => {
const next = new Set(prev);
if (next.has(dealId)) next.delete(dealId);
else next.add(dealId);
return next;
});
}
if (dealsWithMeasures.length === 0) {
return (
<div className="rounded-xl border border-gray-100 bg-white p-12 text-center">
<p className="text-sm text-gray-400">
No properties with proposed measures found in this project.
</p>
</div>
);
}
return (
<div className="space-y-4">
{/* Toolbar */}
<div className="flex items-center justify-between gap-3 flex-wrap">
<div className="relative flex-1 min-w-48 max-w-sm">
<Search className="absolute left-3 top-1/2 -translate-y-1/2 h-4 w-4 text-gray-400" />
<Input
placeholder="Search address or measure…"
value={search}
onChange={(e) => setSearch(e.target.value)}
className="pl-9 h-9 text-sm"
/>
</div>
<div className="flex items-center gap-2">
<span className="text-xs text-gray-400">
{filtered.length} of {dealsWithMeasures.length} properties
</span>
{userCapability.includes("approver") && hasPendingChanges && (
<Button
size="sm"
onClick={() => setShowConfirm(true)}
className="bg-brandblue text-white gap-1.5"
>
<Save className="h-3.5 w-3.5" />
Review changes ({Object.keys(pendingDiffs).length})
</Button>
)}
</div>
</div>
{/* Table */}
<div className="rounded-xl border border-gray-100 overflow-hidden bg-white">
<Table>
<TableHeader>
<TableRow className="bg-gray-50 border-b border-gray-100">
<TableHead className="w-6" />
<TableHead className="text-xs font-semibold text-gray-500 uppercase tracking-wide">
Address
</TableHead>
<TableHead className="text-xs font-semibold text-gray-500 uppercase tracking-wide">
Stage
</TableHead>
<TableHead className="text-xs font-semibold text-gray-500 uppercase tracking-wide">
Proposed Measures
</TableHead>
<TableHead className="text-xs font-semibold text-gray-500 uppercase tracking-wide">
Status
</TableHead>
</TableRow>
</TableHeader>
<TableBody>
{filtered.map((deal) => {
const proposed = parseMeasures(deal.proposedMeasures);
const approvedForDeal =
pendingChanges[deal.dealId] !== undefined
? Array.from(pendingChanges[deal.dealId])
: (savedApprovals[deal.dealId] ?? []);
const approvedSet = new Set(approvedForDeal);
const stageColor = STAGE_COLORS[deal.displayStage];
const hasPending = pendingChanges[deal.dealId] !== undefined;
const isExpanded = expandedRows.has(deal.dealId);
return (
<React.Fragment key={deal.dealId}>
<TableRow
className={`border-b border-gray-50 hover:bg-gray-50/50 transition-colors ${hasPending ? "bg-amber-50/30" : ""}`}
>
{/* Expand toggle */}
<TableCell className="py-3 pl-3 pr-0 w-6">
<button
onClick={() => toggleRowExpand(deal.dealId)}
className="text-gray-400 hover:text-brandblue transition-colors"
aria-label={isExpanded ? "Collapse activity" : "Expand activity"}
>
{isExpanded ? (
<ChevronDown className="h-4 w-4" />
) : (
<ChevronRight className="h-4 w-4" />
)}
</button>
</TableCell>
{/* Address */}
<TableCell className="py-3">
<div className="font-medium text-sm text-gray-800">
{deal.dealname ?? "—"}
</div>
{deal.landlordPropertyId && (
<div className="text-xs text-gray-400 mt-0.5">
{deal.landlordPropertyId}
</div>
)}
</TableCell>
{/* Stage */}
<TableCell className="py-3">
<span
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}`}
>
<span className={`h-1.5 w-1.5 rounded-full ${stageColor.dot}`} />
{deal.displayStage}
</span>
</TableCell>
{/* Proposed measures */}
<TableCell className="py-3">
<div className="flex flex-wrap gap-1.5">
{proposed.map((measure) => {
const isApproved = approvedSet.has(measure);
if (userCapability.includes("approver")) {
return (
<label
key={measure}
className={`flex items-center gap-1.5 cursor-pointer px-2 py-1 rounded-full text-xs border transition-colors ${
isApproved
? "bg-emerald-50 border-emerald-200 text-emerald-700"
: "bg-gray-50 border-gray-200 text-gray-600 hover:bg-gray-100"
}`}
>
<Checkbox
checked={isApproved}
onCheckedChange={() => toggleMeasure(deal.dealId, measure)}
className="h-3 w-3"
/>
{measure}
</label>
);
}
return (
<span
key={measure}
className={`px-2 py-1 rounded-full text-xs border ${
isApproved
? "bg-emerald-50 border-emerald-200 text-emerald-700"
: "bg-gray-50 border-gray-200 text-gray-600"
}`}
>
{measure}
</span>
);
})}
</div>
</TableCell>
{/* Status */}
<TableCell className="py-3">
<ApprovalStatus proposed={proposed} approved={approvedForDeal} />
</TableCell>
</TableRow>
{/* Expandable activity log row */}
{isExpanded && (
<TableRow className="bg-gray-50/50">
<TableCell
colSpan={5}
className="p-0"
>
<div className="border-t border-gray-100">
<p className="text-xs font-semibold text-gray-400 uppercase tracking-wide px-4 pt-2 pb-1">
Activity log
</p>
<ActivityLog dealId={deal.dealId} portfolioId={portfolioId} />
</div>
</TableCell>
</TableRow>
)}
</React.Fragment>
);
})}
</TableBody>
</Table>
</div>
{/* Confirmation dialog */}
<ApprovalConfirmDialog
open={showConfirm}
pendingDiffs={pendingDiffs}
dealNames={dealNames}
onConfirm={() => saveMutation.mutate()}
onCancel={() => setShowConfirm(false)}
isPending={saveMutation.isPending}
/>
</div>
);
}

View file

@ -1,9 +1,7 @@
"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 { X, CheckCircle2, Circle, AlertTriangle } from "lucide-react";
import {
Drawer,
DrawerClose,
@ -15,84 +13,6 @@ 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 <p className="text-xs text-gray-400 py-2">Loading activity</p>;
}
const events = data?.events ?? [];
if (events.length === 0) {
return (
<p className="text-xs text-gray-400 py-2">No approval activity yet.</p>
);
}
return (
<div className="space-y-2 pt-1">
{events.map((e) => (
<div key={e.id} className="flex items-start gap-2 text-xs">
<span
className={`mt-0.5 shrink-0 px-1.5 py-0.5 rounded text-xs font-medium ${
e.action === "approved"
? "bg-emerald-50 text-emerald-700"
: "bg-red-50 text-red-600"
}`}
>
{e.action === "approved" ? "Approved" : "Unapproved"}
</span>
<div className="min-w-0">
<span className="font-medium text-gray-700">{e.measureName}</span>
<div className="text-gray-400 mt-0.5">
{e.actedByName ?? e.actedByEmail} · {formatDateTime(e.actedAt)}
</div>
</div>
</div>
))}
</div>
);
}
// -----------------------------------------------------------------------
// Milestone definitions — ordered pipeline steps with their date fields
// -----------------------------------------------------------------------
@ -221,16 +141,14 @@ function MilestoneTimeline({ deal }: { deal: ClassifiedDeal }) {
// -----------------------------------------------------------------------
interface PropertyDetailDrawerProps {
deal: ClassifiedDeal | null;
portfolioId: string;
onClose: () => void;
}
export default function PropertyDetailDrawer({ deal, portfolioId, onClose }: PropertyDetailDrawerProps) {
export default function PropertyDetailDrawer({ deal, onClose }: PropertyDetailDrawerProps) {
const open = !!deal;
const [isLogOpen, setIsLogOpen] = useState(false);
return (
<Drawer open={open} onOpenChange={(v) => { if (!v) { setIsLogOpen(false); onClose(); } }} direction="right">
<Drawer open={open} onOpenChange={(v) => !v && onClose()} direction="right">
<DrawerContent className="fixed right-0 top-0 bottom-0 h-full w-[42vw] min-w-80 max-w-lg rounded-l-2xl rounded-r-none mt-0 flex flex-col border-l border-t-0 border-b-0 border-r-0 border-brandblue/10 bg-white shadow-2xl overflow-hidden">
<div className="hidden" />
@ -337,28 +255,6 @@ export default function PropertyDetailDrawer({ deal, portfolioId, onClose }: Pro
<h3 className="text-xs font-bold uppercase tracking-wider text-gray-400 mb-4">Project Timeline</h3>
<MilestoneTimeline deal={deal} />
</div>
{/* Approval log — collapsible */}
<div className="border-t border-gray-100 pt-4">
<button
onClick={() => setIsLogOpen((v) => !v)}
className="flex items-center gap-2 w-full text-left group"
>
{isLogOpen ? (
<ChevronDown className="h-3.5 w-3.5 text-gray-400 group-hover:text-brandblue transition-colors shrink-0" />
) : (
<ChevronRight className="h-3.5 w-3.5 text-gray-400 group-hover:text-brandblue transition-colors shrink-0" />
)}
<h3 className="text-xs font-bold uppercase tracking-wider text-gray-400 group-hover:text-brandblue transition-colors">
Approval Log
</h3>
</button>
{isLogOpen && (
<div className="mt-3">
<ApprovalLogSection dealId={deal.dealId} portfolioId={portfolioId} />
</div>
)}
</div>
</div>
{/* Footer */}

View file

@ -1,7 +1,7 @@
import { getServerSession } from "next-auth";
import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions";
import { redirect } from "next/navigation";
import { and, eq, inArray } from "drizzle-orm";
import { eq, inArray } from "drizzle-orm";
import LiveTracker from "./LiveTracker";
import { computeLiveTrackerData } from "./transforms";
import { db } from "@/app/db/db";
@ -9,10 +9,7 @@ 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 { 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 type { HubspotDeal, DocStatusMap, DocStatus } from "./types";
import { EXPECTED_SURVEY_DOC_TYPES } from "./types";
import type { InferSelectModel } from "drizzle-orm";
import { Card, CardContent } from "@/app/shadcn_components/ui/card";
@ -123,54 +120,6 @@ export default async function LiveReportingPage(props: {
const deals = rawDeals.map(mapDbRowToHubspotDeal);
const trackerData = computeLiveTrackerData(deals);
// Fetch current user's portfolio capabilities (approver / contractor — can have both)
let userCapability: PortfolioCapabilityType = [];
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 capRows = await db
.select({ capability: portfolioCapabilities.capability })
.from(portfolioCapabilities)
.where(
and(
eq(portfolioCapabilities.portfolioId, BigInt(portfolioId)),
eq(portfolioCapabilities.userId, userRow[0].id),
),
);
userCapability = capRows
.map((r) => r.capability)
.filter((c): c is "approver" | "contractor" => c === "approver" || c === "contractor");
}
}
// 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({
hubspotDealId: dealMeasureApprovals.hubspotDealId,
measureName: dealMeasureApprovals.measureName,
})
.from(dealMeasureApprovals)
.where(
and(
inArray(dealMeasureApprovals.hubspotDealId, dealIds),
eq(dealMeasureApprovals.isApproved, true),
),
);
for (const row of approvalRows) {
(approvalsByDeal[row.hubspotDealId] ??= []).push(row.measureName);
}
}
// Fetch survey document status for all properties
const uprnList = deals
.map((d) => d.uprn)
@ -209,13 +158,7 @@ export default async function LiveReportingPage(props: {
return (
<div className="max-w-7xl mx-auto px-6 pb-10 space-y-4">
{pageHeader}
<LiveTracker
{...trackerData}
docStatusMap={docStatusMap}
userCapability={userCapability}
approvalsByDeal={approvalsByDeal}
portfolioId={portfolioId}
/>
<LiveTracker {...trackerData} docStatusMap={docStatusMap} />
</div>
);
}

View file

@ -375,7 +375,7 @@ export function computeOutcomeSlices(deals: ClassifiedDeal[]): OutcomeSlice[] {
// -----------------------------------------------------------------------
export function computeLiveTrackerData(
rawDeals: HubspotDeal[]
): Omit<LiveTrackerProps, "docStatusMap" | "userCapability" | "approvalsByDeal" | "portfolioId"> {
): Omit<LiveTrackerProps, "docStatusMap"> {
// Classify all deals (add displayStage field)
const classified = classifyDeals(rawDeals);

View file

@ -161,14 +161,6 @@ export type ProjectData = {
allDeals: ClassifiedDeal[]; // for table drill-downs within project
};
// -----------------------------------------------------------------------
// Portfolio capability for the current viewing user
// -----------------------------------------------------------------------
export type PortfolioCapabilityType = ("approver" | "contractor")[];
// Approved measure names per HubSpot deal ID
export type ApprovalsByDeal = Record<string, string[]>;
// -----------------------------------------------------------------------
// Top-level props for LiveTracker (client root)
// -----------------------------------------------------------------------
@ -177,9 +169,6 @@ export type LiveTrackerProps = {
totalDeals: number;
majorConditionDeals: ClassifiedDeal[]; // for Awaab's Law card
docStatusMap: DocStatusMap;
userCapability: PortfolioCapabilityType;
approvalsByDeal: ApprovalsByDeal;
portfolioId: string;
};
// -----------------------------------------------------------------------