Updated Summary titles and added footnote

src/app/api/portfolio/summary/[portfolioId]/route.ts

@@ -83,7 +83,7 @@ export async function GET(
       ],
     },
     {
-      title: "Energy bills/unit",
+      title: "Annual energy bill/unit",
       scenarios: [
         {
           scenarioName: portfolioName,
@@ -92,7 +92,7 @@ export async function GET(
       ],
     },
     {
-      title: "Energy consumption (kWh)/unit",
+      title: "Annual Energy consumption (kWh)/unit",
       scenarios: [
         {
           scenarioName: portfolioName,
@@ -103,11 +103,14 @@ export async function GET(
     {
       title: "Cost (£)",
       scenarios: [
-        { scenarioName: portfolioName, data: formatNumber(data[0].cost || 0) },
+        {
+          scenarioName: portfolioName,
+          data: "£" + formatNumber(data[0].cost || 0),
+        },
       ],
     },
     {
-      title: "Cost (£) /unit",
+      title: "Cost (£)/unit",
       scenarios: [
         { scenarioName: portfolioName, data: data[0].costPerUnit || "" },
       ],
@@ -125,7 +128,8 @@ export async function GET(
       ],
     },
     {
-      title: "Valuation improvement per unit",
+      title:
+        "Potential valuation improvement/unit - highlight indicative EPC effect*",
       scenarios: [
         {
           scenarioName: portfolioName,
@@ -134,7 +138,8 @@ export async function GET(
       ],
     },
     {
-      title: "Valuation return on investment",
+      title:
+        "Potential valuation return on investment - highlight indicative EPC effect",
       scenarios: [
         {
           scenarioName: portfolioName,

src/app/portfolio/[slug]/(portfolio)/summary/page.tsx

@@ -17,6 +17,45 @@ export default async function PortfolioSummary({
     <div className="container mx-auto px-4">
       <h1 className="text-3xl text-gray-700 font-bold my-4">Summary</h1>
       <SummaryTable data={data} userPortfolios={userPortfolios} />
+      <div className="text-sm text-gray-600 mb-5">
+        * Valuation improvement is based on these studies from
+        <a
+          className="ml-1 underline"
+          href="https://www.knightfrank.com/research/article/2022-10-11-improving-your-epc-rating-could-increase-your-homes-value-by-up-to-20"
+          target="_blank"
+          rel="noopener noreferrer"
+        >
+          Knight Frank
+        </a>
+        ,
+        <a
+          className="ml-1 underline"
+          href="https://www.moneysupermarket.com/gas-and-electricity/value-of-efficiency/"
+          target="_blank"
+          rel="noopener noreferrer"
+        >
+          MoneySuperMarket
+        </a>
+        ,
+        <a
+          className="ml-1 underline"
+          href="https://www.lloydsbankinggroup.com/media/press-releases/2021/halifax/homebuyers-pay-a-green-premium-of-40000-for-the-most-energy-efficient-properties.html"
+          target="_blank"
+          rel="noopener noreferrer"
+        >
+          Lloyds
+        </a>
+        , and
+        <a
+          className="ml-1 underline"
+          href="https://www.nationwidehousepriceindex.co.uk/reports/energy-efficiency-ratings-currently-having-limited-impact-on-house-prices-despite-push-to-go-green"
+          target="_blank"
+          rel="noopener noreferrer"
+        >
+          Nationwide
+        </a>
+        .
+      </div>
     </div>
   );
 }

src/app/portfolio/[slug]/utils.ts

@@ -3,7 +3,6 @@ import {
   recommendation,
   UnnestedRecommendation,
   PortfolioPlanRecommendation,
-  RecommendationWithMaterials,
 } from "./../../db/schema/recommendations";
 import { and, eq, inArray } from "drizzle-orm";
 import { db } from "@/app/db/db";
@@ -139,7 +138,7 @@ export async function getOverviewPortfolioData(
       ],
     },
     {
-      title: "Energy bills/unit",
+      title: "Annual energy bill/unit",
       scenarios: [
         {
           scenarioName: "Today",
@@ -152,7 +151,7 @@ export async function getOverviewPortfolioData(
       ],
     },
     {
-      title: "Energy consumption (kWh)/unit",
+      title: "Annual Energy consumption (kWh)/unit",
       scenarios: [
         {
           scenarioName: "Today",
@@ -168,11 +167,14 @@ export async function getOverviewPortfolioData(
       title: "Cost (£)",
       scenarios: [
         { scenarioName: "Today", data: "" },
-        { scenarioName: portfolioName, data: formatNumber(data[0].cost || 0) },
+        {
+          scenarioName: portfolioName,
+          data: "£" + formatNumber(data[0].cost || 0),
+        },
       ],
     },
     {
-      title: "Cost (£) /unit",
+      title: "Cost (£)/unit",
       scenarios: [
         { scenarioName: "Today", data: "" },
         { scenarioName: portfolioName, data: data[0].costPerUnit || "" },
@@ -193,7 +195,8 @@ export async function getOverviewPortfolioData(
       ],
     },
     {
-      title: "Valuation improvement per unit",
+      title:
+        "Potential valuation improvement/unit - highlight indicative EPC effect*",
       scenarios: [
         { scenarioName: "Today", data: "" },
         {
@@ -203,7 +206,8 @@ export async function getOverviewPortfolioData(
       ],
     },
     {
-      title: "Valuation return on investment",
+      title:
+        "Potential valuation return on investment - highlight indicative EPC effect",
       scenarios: [
         { scenarioName: "Today", data: "" },
         {