diff --git a/src/app/api/auth/[...nextauth]/DrizzleEmailAdapter.ts b/src/app/api/auth/[...nextauth]/DrizzleEmailAdapter.ts index 0e7cbab0..da2c4adf 100644 --- a/src/app/api/auth/[...nextauth]/DrizzleEmailAdapter.ts +++ b/src/app/api/auth/[...nextauth]/DrizzleEmailAdapter.ts @@ -12,6 +12,7 @@ import { sessions as sessionsTable, verificationTokens as verificationTokensTable, } from "@/app/db/schema/users"; +import { normaliseEmail } from "@/app/lib/email"; /** * Custom Drizzle adapter for NextAuth v4 @@ -48,8 +49,6 @@ export default function DrizzleEmailAdapter( //---------------------------------------------------------------------- // Helpers //---------------------------------------------------------------------- - const normaliseEmail = (email: string) => email.trim().toLowerCase(); - const toAdapterUser = (u: any): AdapterUser => ({ id: String(u.id), dbId: String(u.id), diff --git a/src/app/api/auth/[...nextauth]/authOptions.ts b/src/app/api/auth/[...nextauth]/authOptions.ts index b7a450b4..7ca01540 100644 --- a/src/app/api/auth/[...nextauth]/authOptions.ts +++ b/src/app/api/auth/[...nextauth]/authOptions.ts @@ -19,6 +19,7 @@ import { authRateLimits, verificationTokens, } from "@/app/db/schema/users"; +import { normaliseEmail } from "@/app/lib/email"; import { eq, and, ne } from "drizzle-orm"; // ------------------------------------------------------------------ @@ -409,6 +410,10 @@ export const AuthOptions: NextAuthOptions = { .set({ lastLogin: new Date() }) .where(eq(users.id, dbUser.id)); + // Pending portfolio invitations are NOT auto-applied here anymore. + // The invitee accepts/declines explicitly via the profile-menu + // notifications panel (POST /api/user/invitations). + // Pass bigint ID into NextAuth session/jwt user.dbId = dbUser.id.toString(); user.onboarded = dbUser.onboarded ?? false; @@ -452,11 +457,18 @@ export const AuthOptions: NextAuthOptions = { }, /** - * Attach dbId to session.user + * Attach dbId to session.user, and normalise the email so downstream + * lookups against `user.email` are case-insensitive without each call site + * remembering to lowercase. */ async session({ session, token }) { - if (session.user && token.dbId) { - session.user.dbId = token.dbId; + if (session.user) { + if (session.user.email) { + session.user.email = normaliseEmail(session.user.email); + } + if (token.dbId) { + session.user.dbId = token.dbId; + } } return session; }, @@ -465,13 +477,10 @@ export const AuthOptions: NextAuthOptions = { * Redirect users after login */ async redirect({ url, baseUrl }) { - // If the user has not onboarded, send them to onboarding - // This logging is too noisy - // console.log("Redirect triggered:", { - // from: url, - // to: `${baseUrl}/home`, - // timestamp: new Date().toISOString(), - // }); + // Respect internal callbackUrl so e.g. invitation emails can deep-link + // to /portfolio/ after sign-in. Default to /home for bare sign-ins. + if (url.startsWith("/")) return `${baseUrl}${url}`; + if (url.startsWith(baseUrl)) return url; return `${baseUrl}/home`; }, }, diff --git a/src/app/api/portfolio/[portfolioId]/collaborators/inviteRequestSchema.test.ts b/src/app/api/portfolio/[portfolioId]/collaborators/inviteRequestSchema.test.ts new file mode 100644 index 00000000..e332c555 --- /dev/null +++ b/src/app/api/portfolio/[portfolioId]/collaborators/inviteRequestSchema.test.ts @@ -0,0 +1,46 @@ +import { describe, expect, it } from "vitest"; + +import { inviteRequestSchema } from "./inviteRequestSchema"; + +describe("inviteRequestSchema", () => { + it("accepts an invite request with just email and role (no name)", () => { + const result = inviteRequestSchema.parse({ + email: "alice@example.com", + role: "read", + }); + + expect(result).toEqual({ + email: "alice@example.com", + role: "read", + }); + }); + + it("silently drops an unknown name field (in-flight clients still parse)", () => { + const result = inviteRequestSchema.parse({ + email: "alice@example.com", + role: "write", + name: "Alice", + }); + + expect(result).toEqual({ + email: "alice@example.com", + role: "write", + }); + expect(result).not.toHaveProperty("name"); + }); + + it("rejects an invite request with a malformed email", () => { + expect(() => + inviteRequestSchema.parse({ email: "not-an-email", role: "read" }), + ).toThrow(); + }); + + it("rejects an invite request with a role outside the enum", () => { + expect(() => + inviteRequestSchema.parse({ + email: "alice@example.com", + role: "superuser", + }), + ).toThrow(); + }); +}); diff --git a/src/app/api/portfolio/[portfolioId]/collaborators/inviteRequestSchema.ts b/src/app/api/portfolio/[portfolioId]/collaborators/inviteRequestSchema.ts new file mode 100644 index 00000000..12526c67 --- /dev/null +++ b/src/app/api/portfolio/[portfolioId]/collaborators/inviteRequestSchema.ts @@ -0,0 +1,10 @@ +import { z } from "zod"; +import { ROLE_OPTIONS } from "@/app/portfolio/[slug]/(portfolio)/settings/roles"; + +// Body schema for POST /api/portfolio/[portfolioId]/collaborators. Lives in +// its own file because Next.js 15 rejects non-handler named exports from +// route.ts. See route.test.ts for the contract tests. +export const inviteRequestSchema = z.object({ + email: z.string().email(), + role: z.enum(ROLE_OPTIONS), +}); diff --git a/src/app/api/portfolio/[portfolioId]/collaborators/route.ts b/src/app/api/portfolio/[portfolioId]/collaborators/route.ts new file mode 100644 index 00000000..4db4432b --- /dev/null +++ b/src/app/api/portfolio/[portfolioId]/collaborators/route.ts @@ -0,0 +1,349 @@ +import { db } from "@/app/db/db"; +import { NextRequest, NextResponse } from "next/server"; +import { + portfolio, + portfolioInvitations, + portfolioUsers, +} from "@/app/db/schema/portfolio"; +import { user } from "@/app/db/schema/users"; +import { + recommendation, + recommendationMaterials, + planRecommendations, + plan, + scenario, +} from "@/app/db/schema/recommendations"; +import { + propertyTargets, + propertyDetailsEpc, + property, +} from "@/app/db/schema/property"; +import { and, eq, inArray, Name } from "drizzle-orm"; +import { z } from "zod"; +import { ROLE_OPTIONS } from "@/app/portfolio/[slug]/(portfolio)/settings/roles"; +import { normaliseEmail } from "@/app/lib/email"; +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; +import { PortfolioInvitationEmail } from "@/app/email_templates/portfolio_invitation"; +import { + denyIfNotAdmin, + resolvePortfolioPrivilege, +} from "@/app/lib/resolvePortfolioPrivilege"; +import { inviteRequestSchema } from "./inviteRequestSchema"; + +// Get collaborators (users) that have access to the portfolio, plus the +// effective privilege of the requesting user (so the UI knows which actions +// to expose). +export async function GET( + _req: NextRequest, + props: { params: Promise<{ portfolioId: string }> } +) { + const { portfolioId } = await props.params; + + const session = await getServerSession(AuthOptions); + if (!session?.user?.dbId || !session.user.email) { + return NextResponse.json({ error: "Not authenticated" }, { status: 401 }); + } + + try { + const pId = BigInt(portfolioId); + + const rows = await db + .select({ + portfolioUserId: portfolioUsers.id, + userId: portfolioUsers.userId, + role: portfolioUsers.role, + name: user.firstName, + email: user.email, + }) + .from(portfolioUsers) + .leftJoin(user, eq(user.id, portfolioUsers.userId)) + .where(eq(portfolioUsers.portfolioId, pId)); + + const collaborators = rows.map((r) => ({ + portfolioUserId: r.portfolioUserId ? r.portfolioUserId.toString() : null, + userId: r.userId ? r.userId.toString() : null, + role: r.role, + name: r.name ?? null, + email: r.email ?? "", + })); + + const privilege = await resolvePortfolioPrivilege({ + portfolioId: pId, + userId: BigInt(session.user.dbId), + userEmail: session.user.email, + }); + + return NextResponse.json( + { users: collaborators, currentUser: { privilege } }, + { status: 200 }, + ); + } catch (err) { + console.error("GET /users error:", err); + return NextResponse.json( + { error: "Failed to fetch users" }, + { status: 500 } + ); + } +} + +// DELETE: remove a collaborator from this portfolio. +export async function DELETE( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> } +) { + const { portfolioId } = await props.params; + + const session = await getServerSession(AuthOptions); + const denied = await denyIfNotAdmin(BigInt(portfolioId), session); + if (denied) return denied; + + const bodySchema = z.object({ portfolioUserId: z.string() }); + let body: z.infer; + try { + body = bodySchema.parse(await req.json()); + } catch { + return NextResponse.json({ error: "Invalid body" }, { status: 400 }); + } + + try { + const pId = BigInt(portfolioId); + const puId = BigInt(body.portfolioUserId); + + // Refuse to remove the creator — they own the portfolio. + const [target] = await db + .select({ id: portfolioUsers.id, role: portfolioUsers.role }) + .from(portfolioUsers) + .where( + and( + eq(portfolioUsers.id, puId), + eq(portfolioUsers.portfolioId, pId), + ), + ) + .limit(1); + if (!target) { + return NextResponse.json( + { error: "Membership not found in this portfolio" }, + { status: 404 }, + ); + } + if (target.role === "creator") { + return NextResponse.json( + { error: "Cannot remove the portfolio creator" }, + { status: 400 }, + ); + } + + await db.delete(portfolioUsers).where(eq(portfolioUsers.id, puId)); + + return NextResponse.json( + { success: true, portfolioUserId: body.portfolioUserId }, + { status: 200 }, + ); + } catch (err) { + console.error("DELETE /collaborators error:", err); + return NextResponse.json( + { error: "Failed to remove user" }, + { status: 500 }, + ); + } +} + +// PUT: update a collaborator’s role +export async function PUT( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> } +) { + const { portfolioId } = await props.params; + + const session = await getServerSession(AuthOptions); + const denied = await denyIfNotAdmin(BigInt(portfolioId), session); + if (denied) return denied; + + // Validate request body + const bodySchema = z.object({ + portfolioUserId: z.string(), + role: z.enum(ROLE_OPTIONS), // adjust to your Role union + }); + + let body: z.infer; + try { + body = bodySchema.parse(await req.json()); + } catch (err) { + return NextResponse.json({ error: "Invalid body" }, { status: 400 }); + } + + try { + // Update role for this portfolioUserId + await db + .update(portfolioUsers) + .set({ role: body.role }) + .where(eq(portfolioUsers.id, BigInt(body.portfolioUserId))); + + return NextResponse.json( + { success: true, portfolioUserId: body.portfolioUserId, role: body.role }, + { status: 200 } + ); + } catch (err) { + console.error("PUT /collaborators error:", err); + return NextResponse.json( + { error: "Failed to update role" }, + { status: 500 } + ); + } +} + +// POST: invite a user by email. +// +// Unified flow: in nearly every case we write a pending portfolio_invitations +// row, and the invitee accepts/declines explicitly via the in-app dropdown. +// The only fast-path is when the invitee is *already* a member of this +// portfolio — then it's just a role update with no email or invitation. +export async function POST( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> } +) { + const { portfolioId } = await props.params; + + let body: z.infer; + try { + body = inviteRequestSchema.parse(await req.json()); + } catch { + return NextResponse.json({ error: "Invalid body" }, { status: 400 }); + } + + const email = normaliseEmail(body.email); + + const session = await getServerSession(AuthOptions); + const denied = await denyIfNotAdmin(BigInt(portfolioId), session); + if (denied) return denied; + const inviterUserId = BigInt(session!.user!.dbId!); + + try { + const pId = BigInt(portfolioId); + + const [portfolioRow] = await db + .select({ name: portfolio.name }) + .from(portfolio) + .where(eq(portfolio.id, pId)) + .limit(1); + if (!portfolioRow) { + return NextResponse.json( + { error: "Portfolio not found" }, + { status: 404 }, + ); + } + + const [inviterRow] = await db + .select({ firstName: user.firstName, email: user.email }) + .from(user) + .where(eq(user.id, inviterUserId)) + .limit(1); + const inviterName = + inviterRow?.firstName ?? inviterRow?.email ?? "Someone at Domna"; + + const appOrigin = + process.env.NEXTAUTH_URL ?? `https://${req.headers.get("host")}`; + + const [existingUser] = await db + .select({ id: user.id, firstName: user.firstName, email: user.email }) + .from(user) + .where(eq(user.email, email)) + .limit(1); + + // Fast path: invitee is already a member of this portfolio. Just adjust + // their role if it changed — no invitation, no email. + if (existingUser) { + const [existingMembership] = await db + .select({ id: portfolioUsers.id, role: portfolioUsers.role }) + .from(portfolioUsers) + .where( + and( + eq(portfolioUsers.portfolioId, pId), + eq(portfolioUsers.userId, existingUser.id), + ), + ) + .limit(1); + + if (existingMembership) { + if (existingMembership.role !== body.role) { + await db + .update(portfolioUsers) + .set({ role: body.role }) + .where(eq(portfolioUsers.id, existingMembership.id)); + } + return NextResponse.json( + { + user: { + portfolioUserId: existingMembership.id.toString(), + userId: existingUser.id.toString(), + role: body.role, + name: existingUser.firstName ?? null, + email, + kind: "member" as const, + }, + }, + { status: 200 }, + ); + } + } + + // Standard path (whether or not the user already exists): write a pending + // invitation. The invitee accepts/declines via their in-app dropdown. + const [invitation] = await db + .insert(portfolioInvitations) + .values({ + portfolioId: pId, + email, + role: body.role, + invitedByUserId: inviterUserId, + }) + .onConflictDoUpdate({ + target: [ + portfolioInvitations.portfolioId, + portfolioInvitations.email, + ], + set: { role: body.role }, + }) + .returning({ + id: portfolioInvitations.id, + role: portfolioInvitations.role, + }); + + try { + await PortfolioInvitationEmail({ + identifier: email, + portfolioName: portfolioRow.name, + inviterName, + linkUrl: appOrigin, + mode: existingUser ? "existing-user" : "new-user", + }); + } catch (mailErr) { + console.error("PORTFOLIO_INVITATION_EMAIL_FAILURE", { + email, + error: mailErr instanceof Error ? mailErr.message : String(mailErr), + }); + } + + return NextResponse.json( + { + user: { + portfolioUserId: null, + userId: null, + invitationId: invitation.id.toString(), + role: invitation.role, + name: null, + email, + kind: "invitation" as const, + }, + }, + { status: 200 }, + ); + } catch (err) { + console.error("POST /collaborators error:", err); + return NextResponse.json( + { error: "Failed to invite user" }, + { status: 500 } + ); + } +} diff --git a/src/app/api/portfolio/[portfolioId]/colloborators/route.ts b/src/app/api/portfolio/[portfolioId]/colloborators/route.ts deleted file mode 100644 index 309fee66..00000000 --- a/src/app/api/portfolio/[portfolioId]/colloborators/route.ts +++ /dev/null @@ -1,207 +0,0 @@ -import { db } from "@/app/db/db"; -import { NextRequest, NextResponse } from "next/server"; -import { portfolio, portfolioUsers } from "@/app/db/schema/portfolio"; -import { user } from "@/app/db/schema/users"; -import { - recommendation, - recommendationMaterials, - planRecommendations, - plan, - scenario, -} from "@/app/db/schema/recommendations"; -import { - propertyTargets, - propertyDetailsEpc, - property, -} from "@/app/db/schema/property"; -import { eq, inArray, Name } from "drizzle-orm"; -import { z } from "zod"; -import { ROLE_OPTIONS } from "@/app/portfolio/[slug]/(portfolio)/settings/roles"; - -// Get colloborators (users) that have access to the portfolio -export async function GET( - _req: NextRequest, - props: { params: Promise<{ portfolioId: string }> } -) { - const { portfolioId } = await props.params; - - try { - const rows = await db - .select({ - portfolioUserId: portfolioUsers.id, - userId: portfolioUsers.userId, - role: portfolioUsers.role, - name: user.firstName, - email: user.email, - }) - .from(portfolioUsers) - .leftJoin(user, eq(user.id, portfolioUsers.userId)) - .where(eq(portfolioUsers.portfolioId, BigInt(portfolioId))); - - // Explicitly normalize BigInts to strings - const collaborators = rows.map((r) => ({ - portfolioUserId: r.portfolioUserId ? r.portfolioUserId.toString() : null, - userId: r.userId ? r.userId.toString() : null, - role: r.role, - name: r.name ?? null, - email: r.email ?? "", - })); - - return NextResponse.json({ users: collaborators }, { status: 200 }); - } catch (err) { - console.error("GET /users error:", err); - return NextResponse.json( - { error: "Failed to fetch users" }, - { status: 500 } - ); - } -} - -// PUT: update a collaborator’s role -export async function PUT( - req: NextRequest, - props: { params: Promise<{ portfolioId: string }> } -) { - const { portfolioId } = await props.params; - - // Validate request body - const bodySchema = z.object({ - portfolioUserId: z.string(), - role: z.enum(ROLE_OPTIONS), // adjust to your Role union - }); - - let body: z.infer; - try { - body = bodySchema.parse(await req.json()); - } catch (err) { - return NextResponse.json({ error: "Invalid body" }, { status: 400 }); - } - - try { - // Update role for this portfolioUserId - await db - .update(portfolioUsers) - .set({ role: body.role }) - .where(eq(portfolioUsers.id, BigInt(body.portfolioUserId))); - - return NextResponse.json( - { success: true, portfolioUserId: body.portfolioUserId, role: body.role }, - { status: 200 } - ); - } catch (err) { - console.error("PUT /colloborators error:", err); - return NextResponse.json( - { error: "Failed to update role" }, - { status: 500 } - ); - } -} - -// POST: invite a user by email (find-or-create user, then add to portfolio with role) -export async function POST( - req: NextRequest, - props: { params: Promise<{ portfolioId: string }> } -) { - const { portfolioId } = await props.params; - - // 1) Validate payload - const bodySchema = z.object({ - email: z.string().email(), - role: z.enum(ROLE_OPTIONS), - name: z.string(), - }); - - let body: z.infer; - try { - body = bodySchema.parse(await req.json()); - } catch { - return NextResponse.json({ error: "Invalid body" }, { status: 400 }); - } - - try { - const pId = BigInt(portfolioId); - - // 2) Find or create the user by email - // Try to find existing user - let existing = await db - .select({ id: user.id, firstName: user.firstName, email: user.email }) - .from(user) - .where(eq(user.email, body.email)) - .limit(1); - - let createdUserId: bigint | null = existing[0]?.id ?? null; - - // If not found, create. Prefer Postgres upsert to avoid race. - if (!createdUserId) { - // If you’re on Postgres, this is ideal: - const inserted = await db - .insert(user) - .values({ - email: body.email, - firstName: body.name, - oauthProvider: "credentials", - }) - .onConflictDoNothing() // relies on a UNIQUE(email) constraint - .returning({ id: user.id }); - - if (inserted.length > 0) { - createdUserId = inserted[0].id; - } else { - // Someone else created the user concurrently; fetch it - const fetched = await db - .select({ id: user.id }) - .from(user) - .where(eq(user.email, body.email)) - .limit(1); - if (!fetched[0]) { - return NextResponse.json( - { error: "Failed to create or fetch user" }, - { status: 500 } - ); - } - createdUserId = fetched[0].id; - } - } - - // 3) Link user to portfolio with role (upsert) - // Assumes a UNIQUE index on (portfolioId, userId) in portfolioUsers. - const linkResult = await db - .insert(portfolioUsers) - .values({ - portfolioId: pId, - userId: createdUserId!, - role: body.role, - }) - .returning({ - portfolioUserId: portfolioUsers.id, - userId: portfolioUsers.userId, - role: portfolioUsers.role, - }); - - const row = linkResult[0]; - if (!row) { - return NextResponse.json( - { error: "Failed to create portfolio user" }, - { status: 500 } - ); - } - - const collaborator = { - portfolioUserId: row.portfolioUserId?.toString() ?? null, - userId: row.userId?.toString() ?? null, - role: row.role, - name: body.name ?? null, - email: body.email, - }; - - // 201 if it was a new link, 200 if it was an update — we can’t easily - // tell from .onConflictDoUpdate return, so just use 200 OK. - return NextResponse.json({ user: collaborator }, { status: 200 }); - } catch (err) { - console.error("POST /colloborators error:", err); - return NextResponse.json( - { error: "Failed to invite user" }, - { status: 500 } - ); - } -} diff --git a/src/app/api/portfolio/[portfolioId]/invitations/route.ts b/src/app/api/portfolio/[portfolioId]/invitations/route.ts new file mode 100644 index 00000000..6409dad0 --- /dev/null +++ b/src/app/api/portfolio/[portfolioId]/invitations/route.ts @@ -0,0 +1,104 @@ +import { db } from "@/app/db/db"; +import { NextRequest, NextResponse } from "next/server"; +import { portfolioInvitations } from "@/app/db/schema/portfolio"; +import { and, eq } from "drizzle-orm"; +import { z } from "zod"; +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; +import { denyIfNotAdmin } from "@/app/lib/resolvePortfolioPrivilege"; + +// GET: list pending invitations for a portfolio. Invitations are consumed +// (deleted) when the invitee signs in, so anything returned here is still +// pending. +export async function GET( + _req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const { portfolioId } = await props.params; + + const session = await getServerSession(AuthOptions); + const denied = await denyIfNotAdmin(BigInt(portfolioId), session); + if (denied) return denied; + + try { + const pId = BigInt(portfolioId); + const rows = await db + .select({ + id: portfolioInvitations.id, + email: portfolioInvitations.email, + role: portfolioInvitations.role, + createdAt: portfolioInvitations.createdAt, + }) + .from(portfolioInvitations) + .where(eq(portfolioInvitations.portfolioId, pId)); + + const invitations = rows.map((r) => ({ + invitationId: r.id.toString(), + email: r.email, + role: r.role, + createdAt: r.createdAt.toISOString(), + })); + + return NextResponse.json({ invitations }, { status: 200 }); + } catch (err) { + console.error("GET /invitations error:", err); + return NextResponse.json( + { error: "Failed to fetch invitations" }, + { status: 500 }, + ); + } +} + +// DELETE: revoke a pending invitation. Idempotent — 404 if it's already +// been consumed or revoked. +export async function DELETE( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const { portfolioId } = await props.params; + + const session = await getServerSession(AuthOptions); + const denied = await denyIfNotAdmin(BigInt(portfolioId), session); + if (denied) return denied; + + const bodySchema = z.object({ invitationId: z.string() }); + let body: z.infer; + try { + body = bodySchema.parse(await req.json()); + } catch { + return NextResponse.json({ error: "Invalid body" }, { status: 400 }); + } + + try { + const pId = BigInt(portfolioId); + const invId = BigInt(body.invitationId); + + const result = await db + .delete(portfolioInvitations) + .where( + and( + eq(portfolioInvitations.id, invId), + eq(portfolioInvitations.portfolioId, pId), + ), + ) + .returning({ id: portfolioInvitations.id }); + + if (result.length === 0) { + return NextResponse.json( + { error: "Invitation not found in this portfolio" }, + { status: 404 }, + ); + } + + return NextResponse.json( + { success: true, invitationId: body.invitationId }, + { status: 200 }, + ); + } catch (err) { + console.error("DELETE /invitations error:", err); + return NextResponse.json( + { error: "Failed to revoke invitation" }, + { status: 500 }, + ); + } +} diff --git a/src/app/api/user/invitations/route.ts b/src/app/api/user/invitations/route.ts new file mode 100644 index 00000000..146ccc2f --- /dev/null +++ b/src/app/api/user/invitations/route.ts @@ -0,0 +1,190 @@ +import { db } from "@/app/db/db"; +import { NextRequest, NextResponse } from "next/server"; +import { revalidatePath } from "next/cache"; +import { + portfolio, + portfolioInvitations, + portfolioUsers, +} 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"; +import { normaliseEmail } from "@/app/lib/email"; +import { planInvitationApplication } from "@/app/lib/portfolioInvitations"; + +// GET: list pending portfolio invitations addressed to the current user's +// email, across all portfolios. Used by the profile-menu notifications panel. +export async function GET() { + const session = await getServerSession(AuthOptions); + if (!session?.user?.dbId || !session.user.email) { + return NextResponse.json({ error: "Not authenticated" }, { status: 401 }); + } + const email = normaliseEmail(session.user.email); + + try { + const rows = await db + .select({ + id: portfolioInvitations.id, + portfolioId: portfolioInvitations.portfolioId, + portfolioName: portfolio.name, + role: portfolioInvitations.role, + invitedByName: user.firstName, + invitedByEmail: user.email, + createdAt: portfolioInvitations.createdAt, + }) + .from(portfolioInvitations) + .innerJoin(portfolio, eq(portfolio.id, portfolioInvitations.portfolioId)) + .leftJoin(user, eq(user.id, portfolioInvitations.invitedByUserId)) + .where(eq(portfolioInvitations.email, email)); + + return NextResponse.json( + { + invitations: rows.map((r) => ({ + invitationId: r.id.toString(), + portfolioId: r.portfolioId.toString(), + portfolioName: r.portfolioName, + role: r.role, + invitedByName: r.invitedByName ?? r.invitedByEmail ?? null, + createdAt: r.createdAt.toISOString(), + })), + }, + { status: 200 }, + ); + } catch (err) { + console.error("GET /user/invitations error:", err); + return NextResponse.json( + { error: "Failed to fetch invitations" }, + { status: 500 }, + ); + } +} + +// POST: accept or decline an invitation addressed to the current user. +// { invitationId, action: "accept" | "decline" } +// +// Accept: writes the portfolioUsers row (skipped if already a member) and +// deletes the invitation atomically. +// Decline: deletes the invitation. Silent — no inviter notification. +export async function POST(req: NextRequest) { + const session = await getServerSession(AuthOptions); + if (!session?.user?.dbId || !session.user.email) { + return NextResponse.json({ error: "Not authenticated" }, { status: 401 }); + } + const sessionEmail = normaliseEmail(session.user.email); + const sessionUserId = BigInt(session.user.dbId); + + const bodySchema = z.object({ + invitationId: z.string(), + action: z.enum(["accept", "decline"]), + }); + let body: z.infer; + try { + body = bodySchema.parse(await req.json()); + } catch { + return NextResponse.json({ error: "Invalid body" }, { status: 400 }); + } + + try { + const invId = BigInt(body.invitationId); + + const [invitation] = await db + .select({ + id: portfolioInvitations.id, + portfolioId: portfolioInvitations.portfolioId, + email: portfolioInvitations.email, + role: portfolioInvitations.role, + }) + .from(portfolioInvitations) + .where(eq(portfolioInvitations.id, invId)) + .limit(1); + + if (!invitation) { + return NextResponse.json( + { error: "Invitation not found" }, + { status: 404 }, + ); + } + if (invitation.email !== sessionEmail) { + // Either someone else's invitation or address mismatch — treat as + // not-found so we don't leak existence of other users' invitations. + return NextResponse.json( + { error: "Invitation not found" }, + { status: 404 }, + ); + } + + if (body.action === "decline") { + await db + .delete(portfolioInvitations) + .where(eq(portfolioInvitations.id, invId)); + console.log("INVITATION_DECLINED", { + email: sessionEmail, + invitationId: body.invitationId, + portfolioId: invitation.portfolioId.toString(), + }); + return NextResponse.json( + { success: true, action: "declined" }, + { status: 200 }, + ); + } + + // Accept: load existing memberships so we don't double-insert, then + // delegate to the shared planning function. + const existing = await db + .select({ portfolioId: portfolioUsers.portfolioId }) + .from(portfolioUsers) + .where(eq(portfolioUsers.userId, sessionUserId)); + + const plan = planInvitationApplication({ + userId: sessionUserId, + invitations: [ + { + id: invitation.id, + portfolioId: invitation.portfolioId, + role: invitation.role as "creator" | "admin" | "read" | "write", + }, + ], + existingPortfolioIds: new Set(existing.map((m) => m.portfolioId)), + }); + + await db.transaction(async (tx) => { + if (plan.memberships.length > 0) { + await tx.insert(portfolioUsers).values(plan.memberships); + } + for (const id of plan.invitationsToDelete) { + await tx + .delete(portfolioInvitations) + .where(eq(portfolioInvitations.id, id)); + } + }); + + console.log("INVITATION_ACCEPTED", { + email: sessionEmail, + invitationId: body.invitationId, + portfolioId: invitation.portfolioId.toString(), + newMembership: plan.memberships.length > 0, + }); + + // /home renders the user's portfolio list from the DB in a server + // component; invalidate so the next navigation there picks up the new + // membership. router.refresh() handles the in-place case client-side. + revalidatePath("/home"); + + return NextResponse.json( + { + success: true, + action: "accepted", + portfolioId: invitation.portfolioId.toString(), + }, + { status: 200 }, + ); + } catch (err) { + console.error("POST /user/invitations error:", err); + return NextResponse.json( + { error: "Failed to update invitation" }, + { status: 500 }, + ); + } +} diff --git a/src/app/components/ConfirmDialog.tsx b/src/app/components/ConfirmDialog.tsx new file mode 100644 index 00000000..b8498bc3 --- /dev/null +++ b/src/app/components/ConfirmDialog.tsx @@ -0,0 +1,65 @@ +"use client"; + +import { + Dialog, + DialogContent, + DialogDescription, + DialogFooter, + DialogHeader, + DialogTitle, +} from "@/app/shadcn_components/ui/dialog"; +import { Button } from "@/app/shadcn_components/ui/button"; +import type { ReactNode } from "react"; + +// Controlled confirmation dialog. Pass `open` + `onOpenChange` to control +// visibility (so the parent can stash any context needed by onConfirm), +// and `onConfirm` is called when the user clicks the destructive action. +export function ConfirmDialog({ + open, + onOpenChange, + title, + description, + confirmLabel = "Confirm", + cancelLabel = "Cancel", + destructive = false, + isPending = false, + onConfirm, +}: { + open: boolean; + onOpenChange: (open: boolean) => void; + title: string; + description: ReactNode; + confirmLabel?: string; + cancelLabel?: string; + destructive?: boolean; + isPending?: boolean; + onConfirm: () => void; +}) { + return ( + + + + {title} + {description} + + + + + + + + ); +} diff --git a/src/app/components/ProfileDropDown.tsx b/src/app/components/ProfileDropDown.tsx index d4c9b6fd..24764adb 100644 --- a/src/app/components/ProfileDropDown.tsx +++ b/src/app/components/ProfileDropDown.tsx @@ -1,14 +1,142 @@ "use client"; +import { useState } from "react"; import { Menu } from "@headlessui/react"; -import { signOut } from "next-auth/react"; +import { signOut, useSession } from "next-auth/react"; import Link from "next/link"; +import { useRouter } from "next/navigation"; import Image from "next/image"; +import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query"; +import { useToast } from "@/app/hooks/use-toast"; +import { + Dialog, + DialogContent, + DialogDescription, + DialogFooter, + DialogHeader, + DialogTitle, +} from "@/app/shadcn_components/ui/dialog"; +import { Button } from "@/app/shadcn_components/ui/button"; + +type PendingInvitation = { + invitationId: string; + portfolioId: string; + portfolioName: string; + role: string; + invitedByName: string | null; + createdAt: string; +}; + +async function fetchPendingInvitations(): Promise { + const res = await fetch("/api/user/invitations"); + if (!res.ok) throw new Error("Failed to fetch invitations"); + const json = await res.json(); + const invitations = json?.invitations ?? []; + return Array.isArray(invitations) ? invitations : []; +} + +async function respondToInvitation( + invitationId: string, + action: "accept" | "decline", +): Promise<{ portfolioId?: string }> { + const res = await fetch("/api/user/invitations", { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ invitationId, action }), + }); + if (!res.ok) { + const msg = await res.text().catch(() => ""); + throw new Error(msg || `Failed to ${action} invitation`); + } + return res.json().catch(() => ({})); +} + +const INVITATIONS_KEY = ["userInvitations"] as const; function ProfileDropDown({ userImage }: { userImage: string }) { + const { data: session } = useSession(); + const email = session?.user?.email ?? null; + const isAuthenticated = !!session?.user; + + const queryClient = useQueryClient(); + const { toast } = useToast(); + const router = useRouter(); + const [acceptedInfo, setAcceptedInfo] = useState<{ + portfolioId: string; + portfolioName: string; + } | null>(null); + + const { data: invitations = [], isLoading } = useQuery({ + queryKey: INVITATIONS_KEY, + queryFn: fetchPendingInvitations, + enabled: isAuthenticated, + refetchOnWindowFocus: false, + }); + + const pendingCount = invitations.length; + + const respondMutation = useMutation({ + mutationFn: ({ + invitationId, + action, + }: { + invitationId: string; + action: "accept" | "decline"; + }) => respondToInvitation(invitationId, action), + + onMutate: async ({ invitationId }) => { + await queryClient.cancelQueries({ queryKey: INVITATIONS_KEY }); + const previous = + queryClient.getQueryData(INVITATIONS_KEY); + queryClient.setQueryData(INVITATIONS_KEY, (old) => + (old ?? []).filter((i) => i.invitationId !== invitationId), + ); + return { previous }; + }, + onError: (err, vars, context) => { + if (context?.previous) { + queryClient.setQueryData(INVITATIONS_KEY, context.previous); + } + toast({ + title: `Couldn't ${vars.action} invitation`, + description: err instanceof Error ? err.message : "Please try again.", + variant: "destructive", + }); + }, + onSuccess: (data, vars) => { + const inv = invitations.find((i) => i.invitationId === vars.invitationId); + if (vars.action === "accept") { + const portfolioId = data?.portfolioId ?? inv?.portfolioId; + const portfolioName = inv?.portfolioName ?? "the portfolio"; + // /home's server-rendered portfolio list won't pick up the new + // membership without an explicit refresh; the API handler also calls + // revalidatePath("/home") so any later navigation is fresh too. + router.refresh(); + if (portfolioId) { + setAcceptedInfo({ portfolioId, portfolioName }); + } else { + toast({ + title: "Joined portfolio", + description: `You now have access to ${portfolioName}.`, + }); + } + } else { + const portfolioLabel = inv ? `the ${inv.portfolioName} portfolio` : "the portfolio"; + toast({ + title: "Invitation declined", + description: `You've declined the invitation to ${portfolioLabel}.`, + }); + } + }, + onSettled: () => { + queryClient.invalidateQueries({ queryKey: INVITATIONS_KEY }); + }, + }); + return ( + <> - + {userImage ? ( )} + {pendingCount > 0 && ( + + {pendingCount > 9 ? "9+" : pendingCount} + + )} - + + + {/* Signed-in identity */} + {email && ( +
+

+ Signed in as +

+

+ {email} +

+
+ )} + + {/* Pending invitations */} + {isAuthenticated && ( +
+

+ Pending invitations +

+ {isLoading ? ( +

Loading…

+ ) : invitations.length === 0 ? ( +

+ No pending invitations. +

+ ) : ( +
    + {invitations.map((inv) => ( +
  • +

    + {inv.portfolioName} +

    +

    + {inv.invitedByName + ? `Invited by ${inv.invitedByName}` + : "Invited"}{" "} + · {inv.role} +

    +
    + + +
    +
    • + ))} +
+ )} +
+ )} + - - Help - + {({ active }) => ( + + Help + + )} - + {({ active }) => ( - + )} + + { + if (!open) setAcceptedInfo(null); + }} + > + + + + You've joined {acceptedInfo?.portfolioName} + + + You now have access. Head over when you're ready. + + + + + + + + + ); } diff --git a/src/app/db/migrations/0211_lovely_sue_storm.sql b/src/app/db/migrations/0211_lovely_sue_storm.sql new file mode 100644 index 00000000..6781b0f3 --- /dev/null +++ b/src/app/db/migrations/0211_lovely_sue_storm.sql @@ -0,0 +1,10 @@ +CREATE TABLE "hubspot_project_data" ( + "id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL, + "project_id" text NOT NULL, + "name" text, + "created_at" timestamp (6) with time zone DEFAULT now() NOT NULL, + "updated_at" timestamp (6) with time zone DEFAULT now() NOT NULL, + CONSTRAINT "hubspot_project_data_project_id_unique" UNIQUE("project_id") +); +--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "project_id" text; \ No newline at end of file diff --git a/src/app/db/migrations/0212_sweet_the_anarchist.sql b/src/app/db/migrations/0212_sweet_the_anarchist.sql new file mode 100644 index 00000000..3e1faa92 --- /dev/null +++ b/src/app/db/migrations/0212_sweet_the_anarchist.sql @@ -0,0 +1,12 @@ +CREATE TABLE "portfolioInvitations" ( + "id" bigserial PRIMARY KEY NOT NULL, + "portfolio_id" bigint NOT NULL, + "email" text NOT NULL, + "role" "role" NOT NULL, + "invited_by_user_id" bigint NOT NULL, + "created_at" timestamp (6) with time zone DEFAULT now() NOT NULL, + CONSTRAINT "portfolio_invitations_portfolio_email_unique" UNIQUE("portfolio_id","email") +); +--> statement-breakpoint +ALTER TABLE "portfolioInvitations" ADD CONSTRAINT "portfolioInvitations_portfolio_id_portfolio_id_fk" FOREIGN KEY ("portfolio_id") REFERENCES "public"."portfolio"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "portfolioInvitations" ADD CONSTRAINT "portfolioInvitations_invited_by_user_id_user_id_fk" FOREIGN KEY ("invited_by_user_id") REFERENCES "public"."user"("id") ON DELETE no action ON UPDATE no action; \ No newline at end of file diff --git a/src/app/db/migrations/0213_tired_victor_mancha.sql b/src/app/db/migrations/0213_tired_victor_mancha.sql new file mode 100644 index 00000000..0b290a2c --- /dev/null +++ b/src/app/db/migrations/0213_tired_victor_mancha.sql @@ -0,0 +1,3 @@ +ALTER TABLE "hubspot_project_data" RENAME TO "hubspot_projects_data";--> statement-breakpoint +ALTER TABLE "hubspot_projects_data" DROP CONSTRAINT "hubspot_project_data_project_id_unique";--> statement-breakpoint +ALTER TABLE "hubspot_projects_data" ADD CONSTRAINT "hubspot_projects_data_project_id_unique" UNIQUE("project_id"); \ No newline at end of file diff --git a/src/app/db/migrations/0214_superb_maelstrom.sql b/src/app/db/migrations/0214_superb_maelstrom.sql new file mode 100644 index 00000000..25993e6b --- /dev/null +++ b/src/app/db/migrations/0214_superb_maelstrom.sql @@ -0,0 +1 @@ +ALTER TABLE "hubspot_deal_data" ADD COLUMN "booking_status" text; \ No newline at end of file diff --git a/src/app/db/migrations/meta/0211_snapshot.json b/src/app/db/migrations/meta/0211_snapshot.json new file mode 100644 index 00000000..309a3c43 --- /dev/null +++ b/src/app/db/migrations/meta/0211_snapshot.json @@ -0,0 +1,10032 @@ +{ + "id": "59937cdb-de09-43e9-ac9d-f9c34f95ce75", + "prevId": "fb01a775-f291-4947-902f-fe50574be9d8", + "version": "7", + "dialect": "postgresql", + "tables": { + "public.postcode_search": { + "name": "postcode_search", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "serial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "result_data": { + "name": "result_data", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "last_updated_at": { + "name": "last_updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": { + "postcode_search_postcode_unique": { + "name": "postcode_search_postcode_unique", + "nullsNotDistinct": false, + "columns": [ + "postcode" + ] + } + }, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.deal_measure_approval_events": { + "name": "deal_measure_approval_events", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "hubspot_deal_id": { + "name": "hubspot_deal_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "measure_name": { + "name": "measure_name", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "action": { + "name": "action", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "acted_by": { + "name": "acted_by", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "acted_at": { + "name": "acted_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "idx_deal_measure_events_deal_id": { + "name": "idx_deal_measure_events_deal_id", + "columns": [ + { + "expression": "hubspot_deal_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + }, + "idx_deal_measure_events_acted_at": { + "name": "idx_deal_measure_events_acted_at", + "columns": [ + { + "expression": "acted_at", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "deal_measure_approval_events_acted_by_user_id_fk": { + "name": "deal_measure_approval_events_acted_by_user_id_fk", + "tableFrom": "deal_measure_approval_events", + "tableTo": "user", + "columnsFrom": [ + "acted_by" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.deal_measure_approvals": { + "name": "deal_measure_approvals", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "hubspot_deal_id": { + "name": "hubspot_deal_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "measure_name": { + "name": "measure_name", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "is_approved": { + "name": "is_approved", + "type": "boolean", + "primaryKey": false, + "notNull": true, + "default": true + }, + "approved_by": { + "name": "approved_by", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "approved_at": { + "name": "approved_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "idx_deal_measure_approvals_deal_id": { + "name": "idx_deal_measure_approvals_deal_id", + "columns": [ + { + "expression": "hubspot_deal_id", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": false, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": { + "deal_measure_approvals_approved_by_user_id_fk": { + "name": "deal_measure_approvals_approved_by_user_id_fk", + "tableFrom": "deal_measure_approvals", + "tableTo": "user", + "columnsFrom": [ + "approved_by" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": { + "uq_deal_measure": { + "name": "uq_deal_measure", + "nullsNotDistinct": false, + "columns": [ + "hubspot_deal_id", + "measure_name" + ] + } + }, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.bulk_address_uploads": { + "name": "bulk_address_uploads", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "portfolio_id": { + "name": "portfolio_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "user_id": { + "name": "user_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "s3_bucket": { + "name": "s3_bucket", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "s3_key": { + "name": "s3_key", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "filename": { + "name": "filename", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "status": { + "name": "status", + "type": "text", + "primaryKey": false, + "notNull": true, + "default": "'ready_for_processing'" + }, + "source_headers": { + "name": "source_headers", + "type": "text[]", + "primaryKey": false, + "notNull": true, + "default": "'{}'" + }, + "column_mapping": { + "name": "column_mapping", + "type": "jsonb", + "primaryKey": false, + "notNull": false + }, + 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"public", + "values": [ + "cavity", + "solid", + "system built", + "timber framed", + "steel framed", + "re-walled cavity", + "mansard pre-fab", + "mansard ewi", + "mansard re-walled" + ] + }, + "public.inspections_wall_insulation": { + "name": "inspections_wall_insulation", + "schema": "public", + "values": [ + "empty cavity", + "filled at build", + "partial", + "retro drilled", + "ewi", + "iwi", + "solid non-cavity", + "system built", + "timber framed", + "steel framed" + ] + }, + "public.built_form_type": { + "name": "built_form_type", + "schema": "public", + "values": [ + "Detached", + "Semi-Detached", + "Mid-Terrace", + "End-Terrace", + "Enclosed Mid-Terrace", + "Enclosed End-Terrace", + "Not Recorded", + "Unknown" + ] + }, + "public.override_source": { + "name": "override_source", + "schema": "public", + "values": [ + "classifier", + "user" + ] + }, + "public.property_type": { + "name": "property_type", + "schema": "public", + "values": [ + "House", + "Bungalow", + "Flat", + "Maisonette", + "Park home", + "Unknown" + ] + }, + "public.roof_type": { + "name": "roof_type", + "schema": "public", + "values": [ + "Flat, insulated", + "Flat, insulated (assumed)", + "Flat, limited insulation", + "Flat, limited insulation (assumed)", + "Flat, no insulation", + "Flat, no insulation (assumed)", + "Pitched, insulated", + "Pitched, insulated (assumed)", + "Pitched, insulated at rafters", + "Pitched, limited insulation", + "Pitched, limited insulation (assumed)", + "Pitched, no insulation", + "Pitched, no insulation (assumed)", + "Pitched, Unknown loft insulation", + "Pitched, 0 mm loft insulation", + "Pitched, 12 mm loft insulation", + "Pitched, 25 mm loft insulation", + "Pitched, 50 mm loft insulation", + "Pitched, 75 mm loft insulation", + "Pitched, 100 mm loft insulation", + "Pitched, 125 mm loft insulation", + "Pitched, 150 mm loft insulation", + "Pitched, 175 mm loft insulation", + "Pitched, 200 mm loft insulation", + "Pitched, 225 mm loft insulation", + "Pitched, 250 mm loft insulation", + "Pitched, 270 mm loft insulation", + "Pitched, 300 mm loft insulation", + "Pitched, 350 mm loft insulation", + "Pitched, 400 mm loft insulation", + "Pitched, 400+ mm loft insulation", + "Roof room(s), insulated", + "Roof room(s), insulated (assumed)", + "Roof room(s), limited insulation", + "Roof room(s), limited insulation (assumed)", + "Roof room(s), no insulation", + "Roof room(s), no insulation (assumed)", + "Roof room(s), ceiling insulated", + "Roof room(s), thatched", + "Roof room(s), thatched with additional insulation", + "Thatched", + "Thatched, with additional insulation", + "(another dwelling above)", + "(same dwelling above)", + "(other premises above)", + "(another premises above)", + "Another Premises Above", + "Unknown" + ] + }, + "public.wall_type": { + "name": "wall_type", + "schema": "public", + "values": [ + "Cavity wall, filled cavity", + "Cavity wall, as built, insulated (assumed)", + "Cavity wall, as built, no insulation (assumed)", + "Cavity wall, as built, partial insulation (assumed)", + "Cavity wall, with internal insulation", + "Cavity wall, with external insulation", + "Cavity wall, filled cavity and internal insulation", + "Cavity wall, filled cavity and external insulation", + "Solid brick, as built, no insulation (assumed)", + "Solid brick, as built, insulated (assumed)", + "Solid brick, as built, partial insulation (assumed)", + "Solid brick, with internal insulation", + "Solid brick, with external insulation", + "Timber frame, as built, no insulation (assumed)", + "Timber frame, as built, insulated (assumed)", + "Timber frame, as built, partial insulation (assumed)", + "Timber frame, with additional insulation", + "Sandstone, as built, no insulation (assumed)", + "Sandstone, as built, insulated (assumed)", + "Sandstone, as built, partial insulation (assumed)", + "Sandstone, with internal insulation", + "Sandstone, with external insulation", + "Granite or whin, as built, no insulation (assumed)", + "Granite or whin, as built, insulated (assumed)", + "Granite or whin, as built, partial insulation (assumed)", + "Granite or whin, with internal insulation", + "Granite or whin, with external insulation", + "System built, as built, no insulation (assumed)", + "System built, as built, insulated (assumed)", + "System built, as built, partial insulation (assumed)", + "System built, with internal insulation", + "System built, with external insulation", + "Park home wall, as built", + "Park home wall, with internal insulation", + "Park home wall, with external insulation", + "Cob, as built", + "Cob, with internal insulation", + "Cob, with external insulation", + "Curtain wall", + "Curtain Wall, as built, no insulation (assumed)", + "Curtain Wall, as built, insulated (assumed)", + "Curtain Wall, filled cavity", + "Curtain Wall, with internal insulation", + "Basement wall", + "Basement wall, as built", + "Unknown" + ] + }, + "public.cost_unit": { + "name": "cost_unit", + "schema": "public", + "values": [ + "gbp_sq_meter", + "gbp_per_unit", + "gbp_per_m2", + "gbp_per_m" + ] + }, + "public.depth_unit": { + "name": "depth_unit", + "schema": "public", + "values": [ + "mm" + ] + }, + "public.type": { + "name": "type", + "schema": "public", + "values": [ + "suspended_floor_insulation", + "solid_floor_insulation", + "external_wall_insulation", + "internal_wall_insulation", + "cavity_wall_insulation", + "mechanical_ventilation", + "loft_insulation", + "exposed_floor_insulation", + "flat_roof_insulation", + "room_roof_insulation", + "cavity_wall_extraction", + "iwi_wall_demolition", + "iwi_vapour_barrier", + "iwi_redecoration", + "suspended_floor_demolition", + "suspended_floor_redecoration", + "suspended_floor_vapour_barrier", + "solid_floor_demolition", + "solid_floor_preparation", + "solid_floor_vapour_barrier", + "solid_floor_redecoration", + "ewi_wall_demolition", + "ewi_wall_preparation", + "ewi_wall_redecoration", + "low_energy_lighting_installation", + "flat_roof_preparation", + "flat_roof_vapour_barrier", + "flat_roof_waterproofing", + "windows_glazing", + "secondary_glazing", + "double_glazing", + "trickle_vent", + "door_undercut", + "solar_pv", + "solar_battery", + "scaffolding", + "high_heat_retention_storage_heaters", + "air_source_heat_pump", + "boiler_upgrade", + "roomstat_programmer_trvs", + "time_temperature_zone_control", + "sealing_fireplace" + ] + }, + "public.r_value_unit": { + "name": "r_value_unit", + "schema": "public", + "values": [ + "square_meter_kelvin_per_watt" + ] + }, + "public.size_unit": { + "name": "size_unit", + "schema": "public", + "values": [ + "kWp", + "kW", + "watt", + "storey" + ] + }, + "public.thermal_conductivity_unit": { + "name": "thermal_conductivity_unit", + "schema": "public", + "values": [ + "watt_per_meter_kelvin" + ] + }, + "public.goal": { + "name": "goal", + "schema": "public", + "values": [ + "Valuation Improvement", + "Increasing EPC", + "Reducing CO2 emissions", + "Energy Savings", + "None" + ] + }, + "public.portfolio_capability": { + "name": "portfolio_capability", + "schema": "public", + "values": [ + "approver", + "contractor" + ] + }, + "public.role": { + "name": "role", + "schema": "public", + "values": [ + "creator", + "admin", + "read", + "write" + ] + }, + "public.status": { + "name": "status", + "schema": "public", + "values": [ + "scoping", + "survey", + "assessment", + "tendering", + "project underway", + "completion; status: on track", + "completion; status: delayed", + "completion; status: at risk", + "completion; status: completed", + "needs review" + ] + }, + "public.energy_element_type": { + "name": "energy_element_type", + "schema": "public", + "values": [ + "roof", + "wall", + "floor", + "main_heating", + "window", + "lighting", + "hot_water", + "secondary_heating", + "main_heating_controls" + ] + }, + "public.epc": { + "name": "epc", + "schema": "public", + "values": [ + "A", + "B", + "C", + "D", + "E", + "F", + "G" + ] + }, + "public.creation_status": { + "name": "creation_status", + "schema": "public", + "values": [ + "LOADING", + "READY", + "ERROR" + ] + }, + "public.housing_type": { + "name": "housing_type", + "schema": "public", + "values": [ + "Private", + "Social" + ] + }, + "public.measure_type": { + "name": "measure_type", + "schema": "public", + "values": [ + "air_source_heat_pump", + "boiler_upgrade", + "high_heat_retention_storage_heaters", + "secondary_heating", + "roomstat_programmer_trvs", + "time_temperature_zone_control", + "cylinder_thermostat", + "cavity_wall_insulation", + "extension_cavity_wall_insulation", + "external_wall_insulation", + "internal_wall_insulation", + "loft_insulation", + "flat_roof_insulation", + "room_roof_insulation", + "solid_floor_insulation", + "suspended_floor_insulation", + "double_glazing", + "secondary_glazing", + "draught_proofing", + "mechanical_ventilation", + "low_energy_lighting", + "solar_pv", + "hot_water_tank_insulation", + "sealing_open_fireplace" + ] + }, + "public.plan_type": { + "name": "plan_type", + "schema": "public", + "values": [ + "solar_eco4", + "solar_hhrsh_eco4", + "empty_cavity_eco", + "partial_cavity_eco", + "extraction_eco" + ] + }, + "public.unit_quantity": { + "name": "unit_quantity", + "schema": "public", + "values": [ + "m2", + "part", + "kwp" + ] + }, + "public.scenario_type": { + "name": "scenario_type", + "schema": "public", + "values": [ + "unit", + "building" + ] + }, + "public.source": { + "name": "source", + "schema": "public", + "values": [ + "portfolio_id", + "hubspot_deal_id" + ] + }, + "public.file_source": { + "name": "file_source", + "schema": "public", + "values": [ + "pas hub", + "sharepoint", + "hubspot", + "ecmk", + "contractor", + "magic_plan", + "coordination_hub" + ] + }, + "public.file_type": { + "name": "file_type", + "schema": "public", + "values": [ + "photo_pack", + "site_note", + "rd_sap_site_note", + "pas_2023_ventilation", + "pas_2023_condition", + "pas_significance", + "par_photo_pack", + "pas_2023_property", + "pas_2023_occupancy", + "ecmk_site_note", + "ecmk_rd_sap_site_note", + "ecmk_survey_xml", + "pre_photo", + "mid_photo", + "post_photo", + "loft_hatch_photo", + "dmev_photos", + "door_undercut_photos", + "trickle_vent_photos", + "pre_installation_building_inspection", + "point_of_work_risk_assessment", + "claim_of_compliance", + "mcs_compliance_certificate", + "certificate_of_conformity", + "minor_works_electrical_certificate", + "trustmark_licence_numbers", + "operative_competency", + "ventilation_assessment_checklist", + "anemometer_readings", + "commissioning_records", + "part_f_ventilation_document", + "handover_pack", + "insurance_guarantee", + "workmanship_warranty", + "g98_notification", + "installer_qualifications", + "installer_feedback", + "contractor_other", + "magic_plan_json", + "improvement_option_evaluation", + "medium_term_improvement_plan", + "retrofit_design_doc" + ] + }, + "public.user_defined_deal_measure_source": { + "name": "user_defined_deal_measure_source", + "schema": "public", + "values": [ + "instructed", + "pibi_ordered" + ] + }, + "public.user_profiles_property_count": { + "name": "user_profiles_property_count", + "schema": "public", + "values": [ + "1", + "2–5", + "6–20", + "21+", + "1–50", + "51–100", + "101–300", + "301–1000", + "1000+" + ] + }, + "public.user_profiles_referral_source": { + "name": "user_profiles_referral_source", + "schema": "public", + "values": [ + "search", + "social_media", + "NRLA", + "partner", + "word_of_mouth", + "other" + ] + }, + "public.user_profiles_user_type": { + "name": "user_profiles_user_type", + "schema": "public", + "values": [ + "private_landlord", + "private_tenant", + "social_landlord", + "social_tenant", + "homeowner", + "other" + ] + } + }, + "schemas": {}, + "sequences": {}, + "roles": {}, + "policies": {}, + "views": {}, + "_meta": { + "columns": {}, + "schemas": {}, + "tables": {} + } +} \ No newline at end of file diff --git a/src/app/db/migrations/meta/_journal.json b/src/app/db/migrations/meta/_journal.json index 5bfc4130..3fc3f2f9 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1478,6 +1478,34 @@ "when": 1779889030729, "tag": "0210_absent_dark_phoenix", "breakpoints": true + }, + { + "idx": 211, + "version": "7", + "when": 1779898075572, + "tag": "0211_lovely_sue_storm", + "breakpoints": true + }, + { + "idx": 212, + "version": "7", + "when": 1779900843875, + "tag": "0212_sweet_the_anarchist", + "breakpoints": true + }, + { + "idx": 213, + "version": "7", + "when": 1779909562600, + "tag": "0213_tired_victor_mancha", + "breakpoints": true + }, + { + "idx": 214, + "version": "7", + "when": 1779969672088, + "tag": "0214_superb_maelstrom", + "breakpoints": true } ] } \ No newline at end of file diff --git a/src/app/db/schema/crm/hubspot_deal_table.ts b/src/app/db/schema/crm/hubspot_deal_table.ts index b186ff89..1a651107 100644 --- a/src/app/db/schema/crm/hubspot_deal_table.ts +++ b/src/app/db/schema/crm/hubspot_deal_table.ts @@ -8,6 +8,7 @@ export const hubspotDealData = pgTable("hubspot_deal_data", { dealname: text("dealname"), dealstage: text("dealstage"), companyId: text("company_id"), + projectId: text("project_id"), projectCode: text("project_code"), landlordPropertyId: text("landlord_property_id"), @@ -22,6 +23,7 @@ export const hubspotDealData = pgTable("hubspot_deal_data", { coordinationStatus: text("coordination_status"), designStatus: text("design_status"), + bookingStatus: text("booking_status"), pashubLink: text("pashub_link"), sharepointLink: text("sharepoint_link"), diff --git a/src/app/db/schema/crm/hubspot_projects_table.ts b/src/app/db/schema/crm/hubspot_projects_table.ts new file mode 100644 index 00000000..0a303f1f --- /dev/null +++ b/src/app/db/schema/crm/hubspot_projects_table.ts @@ -0,0 +1,21 @@ +import { pgTable, text, timestamp, uuid } from "drizzle-orm/pg-core"; +import { InferModel } from "drizzle-orm"; + +export const hubspotProjectsData = pgTable("hubspot_projects_data", { + id: uuid("id").defaultRandom().primaryKey(), + + projectId: text("project_id").notNull().unique(), + name: text("name"), + + createdAt: timestamp("created_at", { precision: 6, withTimezone: true }) + .defaultNow() + .notNull(), + + updatedAt: timestamp("updated_at", { precision: 6, withTimezone: true }) + .defaultNow() + .$onUpdate(() => new Date()) + .notNull(), +}); + +export type HubspotProjectsData = InferModel; +export type NewHubspotProjectsData = InferModel; diff --git a/src/app/db/schema/portfolio.ts b/src/app/db/schema/portfolio.ts index 8e231bc8..85469a27 100644 --- a/src/app/db/schema/portfolio.ts +++ b/src/app/db/schema/portfolio.ts @@ -125,6 +125,32 @@ export const portfolioUsers = pgTable("portfolioUsers", { .notNull(), }); +// Pending invitations to portfolios for emails that don't yet correspond to a +// user. Once the invitee signs in, the signIn callback consumes the row and +// creates a portfolioUsers entry atomically. Existing users skip this table and +// get a portfolioUsers row written at invite time. +export const portfolioInvitations = pgTable( + "portfolioInvitations", + { + id: bigserial("id", { mode: "bigint" }).primaryKey(), + portfolioId: bigint("portfolio_id", { mode: "bigint" }) + .notNull() + .references(() => portfolio.id, { onDelete: "cascade" }), + email: text("email").notNull(), + role: roleEnum("role").notNull(), + invitedByUserId: bigint("invited_by_user_id", { mode: "bigint" }) + .notNull() + .references(() => user.id), + createdAt: timestamp("created_at", { + precision: 6, + withTimezone: true, + }) + .defaultNow() + .notNull(), + }, + (t) => [unique("portfolio_invitations_portfolio_email_unique").on(t.portfolioId, t.email)], +); + export const PortfolioCapability: [string, ...string[]] = [ "approver", "contractor", @@ -161,6 +187,14 @@ export type Portfolio = InferModel; export type NewPortfolio = InferModel; export type PortfolioUsers = InferModel; export type NewPortfolioUsers = InferModel; +export type PortfolioInvitation = InferModel< + typeof portfolioInvitations, + "select" +>; +export type NewPortfolioInvitation = InferModel< + typeof portfolioInvitations, + "insert" +>; export type PortfolioCapabilities = InferModel< typeof portfolioCapabilities, "select" diff --git a/src/app/email_templates/portfolio_invitation.ts b/src/app/email_templates/portfolio_invitation.ts new file mode 100644 index 00000000..62b3c751 --- /dev/null +++ b/src/app/email_templates/portfolio_invitation.ts @@ -0,0 +1,167 @@ +// Notification email sent when a user is invited to a portfolio. +// +// Two modes: +// "existing-user" — recipient already has an Ara account; the membership was +// written directly, the email is just an FYI with a link to the portfolio. +// "new-user" — recipient has no account; a pending portfolio_invitations row +// was written. They need to sign in (which creates the user and triggers the +// signIn callback that applies the invitation). + +import { createTransport } from "nodemailer"; +import { buildMailHeaders } from "./buildMailHeaders"; + +export type InvitationMode = "existing-user" | "new-user"; + +export async function PortfolioInvitationEmail({ + identifier, + portfolioName, + inviterName, + linkUrl, + mode, +}: { + identifier: string; + portfolioName: string; + inviterName: string; + linkUrl: string; + mode: InvitationMode; +}): Promise<{ messageId: string }> { + const from = process.env.EMAIL_FROM!; + const transport = createTransport({ + host: process.env.EMAIL_SERVER_HOST, + port: Number(process.env.EMAIL_SERVER_PORT), + auth: { + user: process.env.EMAIL_SERVER_USER, + pass: process.env.EMAIL_SERVER_PASSWORD, + }, + }); + + const parsed = new URL(linkUrl); + const host = parsed.host; + const logoUrl = `${parsed.origin}/domna-email-logo.png`; + + const subject = `${inviterName} invited you to join ${portfolioName} on Ara`; + const ctaLabel = "Sign in to Ara"; + + const result = await transport.sendMail({ + to: identifier, + from, + subject, + text: plainText({ + portfolioName, + inviterName, + linkUrl, + ctaLabel, + mode, + }), + html: domnaHtml({ + portfolioName, + inviterName, + linkUrl, + ctaLabel, + mode, + logoUrl, + host, + }), + headers: buildMailHeaders({ + fromAddress: from, + sesConfigurationSet: process.env.SES_CONFIGURATION_SET, + }), + }); + + const failed = result.rejected.filter(Boolean); + if (failed.length) { + throw new Error(`Email(s) (${failed.join(", ")}) could not be sent`); + } + + return { messageId: result.messageId }; +} + +function domnaHtml({ + portfolioName, + inviterName, + linkUrl, + ctaLabel, + mode, + logoUrl, + host, +}: { + portfolioName: string; + inviterName: string; + linkUrl: string; + ctaLabel: string; + mode: InvitationMode; + logoUrl: string; + host: string; +}) { + const escapedHost = host.replace(/\./g, "​."); + const brandColor = "#14163d"; + const accentColor = "#2d348f"; + const brown = "#c4a47c"; + const background = "#F9F9F9"; + + const heading = `${inviterName} invited you to ${portfolioName}`; + const explainer = + mode === "existing-user" + ? `${inviterName} invited you to the ${portfolioName} portfolio on Ara. Sign in and accept the invitation from your profile menu to start collaborating.` + : `${inviterName} invited you to join the ${portfolioName} portfolio on Ara. Sign in with this email address to create your account, then accept the invitation from your profile menu.`; + + return ` + + + + + + + + + + + +
+ Domna Logo +
+

${heading}

+

${explainer}

+ + ${ctaLabel} + +

+ If you weren't expecting this email, you can safely ignore it. +

+
+ © ${new Date().getFullYear()} Domna Homes • ${escapedHost} +
+ + `; +} + +function plainText({ + portfolioName, + inviterName, + linkUrl, + ctaLabel, + mode, +}: { + portfolioName: string; + inviterName: string; + linkUrl: string; + ctaLabel: string; + mode: InvitationMode; +}) { + const heading = `${inviterName} invited you to ${portfolioName}`; + const explainer = + mode === "existing-user" + ? `${inviterName} invited you to the ${portfolioName} portfolio on Ara. Sign in and accept from your profile menu to start collaborating.` + : `${inviterName} invited you to join the ${portfolioName} portfolio on Ara. Sign in with this email to create your account, then accept from your profile menu.`; + + return `${heading} + +${explainer} + +${ctaLabel}: ${linkUrl} + +If you weren't expecting this email, you can safely ignore it. +`; +} diff --git a/src/app/lib/email.test.ts b/src/app/lib/email.test.ts new file mode 100644 index 00000000..e387a574 --- /dev/null +++ b/src/app/lib/email.test.ts @@ -0,0 +1,15 @@ +import { describe, expect, it } from "vitest"; +import { normaliseEmail } from "./email"; + +describe("normaliseEmail", () => { + it("lowercases mixed-case addresses", () => { + expect(normaliseEmail("Craig.Williams@Example.com")).toBe( + "craig.williams@example.com", + ); + }); + + it("trims surrounding whitespace (common from copy-paste into invite forms)", () => { + expect(normaliseEmail(" user@example.com ")).toBe("user@example.com"); + expect(normaliseEmail("\tuser@example.com\n")).toBe("user@example.com"); + }); +}); diff --git a/src/app/lib/email.ts b/src/app/lib/email.ts new file mode 100644 index 00000000..4cb5d732 --- /dev/null +++ b/src/app/lib/email.ts @@ -0,0 +1,3 @@ +export function normaliseEmail(email: string): string { + return email.trim().toLowerCase(); +} diff --git a/src/app/lib/portfolioAdmin.test.ts b/src/app/lib/portfolioAdmin.test.ts new file mode 100644 index 00000000..23afc564 --- /dev/null +++ b/src/app/lib/portfolioAdmin.test.ts @@ -0,0 +1,35 @@ +import { describe, expect, it } from "vitest"; +import { canAdminister, isDomnaEmail } from "./portfolioAdmin"; + +describe("isDomnaEmail", () => { + it("identifies @domna.homes addresses as internal", () => { + expect(isDomnaEmail("khalim@domna.homes")).toBe(true); + }); + + it("is case-insensitive on the domain", () => { + expect(isDomnaEmail("Khalim@Domna.Homes")).toBe(true); + }); + + it("rejects look-alike domains and prefixes", () => { + expect(isDomnaEmail("user@example.com")).toBe(false); + expect(isDomnaEmail("user@domna.homes.attacker.com")).toBe(false); + expect(isDomnaEmail("user@notdomna.homes")).toBe(false); + }); +}); + +describe("canAdminister", () => { + it("grants admin powers to portfolio creator", () => { + expect(canAdminister("creator")).toBe(true); + }); + + it("grants admin powers to portfolio admins and Domna employees", () => { + expect(canAdminister("admin")).toBe(true); + expect(canAdminister("domna")).toBe(true); + }); + + it("denies admin powers to read/write members and non-members", () => { + expect(canAdminister("write")).toBe(false); + expect(canAdminister("read")).toBe(false); + expect(canAdminister("none")).toBe(false); + }); +}); diff --git a/src/app/lib/portfolioAdmin.ts b/src/app/lib/portfolioAdmin.ts new file mode 100644 index 00000000..6798ecfd --- /dev/null +++ b/src/app/lib/portfolioAdmin.ts @@ -0,0 +1,19 @@ +export type PortfolioPrivilege = + | "creator" + | "admin" + | "domna" + | "write" + | "read" + | "none"; + +export function isDomnaEmail(email: string): boolean { + return email.toLowerCase().endsWith("@domna.homes"); +} + +export function canAdminister(privilege: PortfolioPrivilege): boolean { + return ( + privilege === "creator" || + privilege === "admin" || + privilege === "domna" + ); +} diff --git a/src/app/lib/portfolioInvitations.test.ts b/src/app/lib/portfolioInvitations.test.ts new file mode 100644 index 00000000..f5dc9511 --- /dev/null +++ b/src/app/lib/portfolioInvitations.test.ts @@ -0,0 +1,50 @@ +import { describe, expect, it } from "vitest"; +import { planInvitationApplication } from "./portfolioInvitations"; + +describe("planInvitationApplication", () => { + it("translates a single pending invitation into one membership insert + invitation delete", () => { + const plan = planInvitationApplication({ + userId: 100n, + invitations: [ + { id: 1n, portfolioId: 200n, role: "read" }, + ], + existingPortfolioIds: new Set(), + }); + + expect(plan.memberships).toEqual([ + { portfolioId: 200n, userId: 100n, role: "read" }, + ]); + expect(plan.invitationsToDelete).toEqual([1n]); + }); + + it("skips the membership insert if the user is already a member of that portfolio, but still deletes the stale invitation", () => { + const plan = planInvitationApplication({ + userId: 100n, + invitations: [ + { id: 1n, portfolioId: 200n, role: "read" }, + ], + existingPortfolioIds: new Set([200n]), + }); + + expect(plan.memberships).toEqual([]); + expect(plan.invitationsToDelete).toEqual([1n]); + }); + + it("handles invitations to several portfolios in one application", () => { + const plan = planInvitationApplication({ + userId: 100n, + invitations: [ + { id: 1n, portfolioId: 200n, role: "read" }, + { id: 2n, portfolioId: 300n, role: "write" }, + { id: 3n, portfolioId: 400n, role: "admin" }, + ], + existingPortfolioIds: new Set([300n]), + }); + + expect(plan.memberships).toEqual([ + { portfolioId: 200n, userId: 100n, role: "read" }, + { portfolioId: 400n, userId: 100n, role: "admin" }, + ]); + expect(plan.invitationsToDelete).toEqual([1n, 2n, 3n]); + }); +}); diff --git a/src/app/lib/portfolioInvitations.ts b/src/app/lib/portfolioInvitations.ts new file mode 100644 index 00000000..92919536 --- /dev/null +++ b/src/app/lib/portfolioInvitations.ts @@ -0,0 +1,42 @@ +export type InvitationRecord = { + id: bigint; + portfolioId: bigint; + role: "creator" | "admin" | "read" | "write"; +}; + +export type MembershipPayload = { + portfolioId: bigint; + userId: bigint; + role: "creator" | "admin" | "read" | "write"; +}; + +export type InvitationApplicationPlan = { + memberships: MembershipPayload[]; + invitationsToDelete: bigint[]; +}; + +export function planInvitationApplication({ + userId, + invitations, + existingPortfolioIds, +}: { + userId: bigint; + invitations: InvitationRecord[]; + existingPortfolioIds: Set; +}): InvitationApplicationPlan { + const memberships: MembershipPayload[] = []; + const invitationsToDelete: bigint[] = []; + + for (const inv of invitations) { + invitationsToDelete.push(inv.id); + if (!existingPortfolioIds.has(inv.portfolioId)) { + memberships.push({ + portfolioId: inv.portfolioId, + userId, + role: inv.role, + }); + } + } + + return { memberships, invitationsToDelete }; +} diff --git a/src/app/lib/resolvePortfolioPrivilege.ts b/src/app/lib/resolvePortfolioPrivilege.ts new file mode 100644 index 00000000..4a23a15a --- /dev/null +++ b/src/app/lib/resolvePortfolioPrivilege.ts @@ -0,0 +1,65 @@ +import { db } from "@/app/db/db"; +import { portfolioUsers } from "@/app/db/schema/portfolio"; +import { and, eq } from "drizzle-orm"; +import { NextResponse } from "next/server"; +import type { Session } from "next-auth"; +import { + canAdminister, + isDomnaEmail, + type PortfolioPrivilege, +} from "./portfolioAdmin"; + +// Resolves the effective privilege a session has on a given portfolio. +// Highest-wins: an explicit "creator" or "admin" membership ranks above the +// implicit "domna" employee privilege; otherwise Domna employees get admin +// powers without being a member; otherwise the membership role is returned. +export async function resolvePortfolioPrivilege({ + portfolioId, + userId, + userEmail, +}: { + portfolioId: bigint; + userId: bigint; + userEmail: string; +}): Promise { + const [membership] = await db + .select({ role: portfolioUsers.role }) + .from(portfolioUsers) + .where( + and( + eq(portfolioUsers.portfolioId, portfolioId), + eq(portfolioUsers.userId, userId), + ), + ) + .limit(1); + + if (membership?.role === "creator") return "creator"; + if (membership?.role === "admin") return "admin"; + if (isDomnaEmail(userEmail)) return "domna"; + if (membership?.role === "write") return "write"; + if (membership?.role === "read") return "read"; + return "none"; +} + +// Convenience: returns an HTTP response if the session can't administer the +// portfolio, otherwise null. Use at the top of mutating route handlers: +// +// const denied = await denyIfNotAdmin(portfolioId, session); +// if (denied) return denied; +export async function denyIfNotAdmin( + portfolioId: bigint, + session: Session | null, +): Promise { + if (!session?.user?.dbId || !session.user.email) { + return NextResponse.json({ error: "Not authenticated" }, { status: 401 }); + } + const privilege = await resolvePortfolioPrivilege({ + portfolioId, + userId: BigInt(session.user.dbId), + userEmail: session.user.email, + }); + if (!canAdminister(privilege)) { + return NextResponse.json({ error: "Forbidden" }, { status: 403 }); + } + return null; +} diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/CapabilitiesCard.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/CapabilitiesCard.tsx index 533c2e3c..b9ac1ef5 100644 --- a/src/app/portfolio/[slug]/(portfolio)/settings/CapabilitiesCard.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/settings/CapabilitiesCard.tsx @@ -11,6 +11,10 @@ import { import { Button } from "@/app/shadcn_components/ui/button"; import { Badge } from "@/app/shadcn_components/ui/badge"; import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query"; +import { + COLLABORATORS_QUERY_KEY, + fetchCollaborators, +} from "./collaboratorsClient"; type Capability = "approver" | "contractor"; @@ -30,20 +34,6 @@ async function getCapabilities(portfolioId: string): Promise 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, @@ -81,19 +71,20 @@ export function CapabilitiesCard({ portfolioId }: { portfolioId: string }) { refetchOnWindowFocus: false, }); - const { data: collaborators = [], isLoading: loadingCollabs } = useQuery({ - queryKey: ["portfolioUsers", portfolioId], - queryFn: () => getCollaborators(portfolioId), + const { data: collaboratorsResponse, isLoading: loadingCollabs } = useQuery({ + queryKey: COLLABORATORS_QUERY_KEY(portfolioId), + queryFn: () => fetchCollaborators(portfolioId), enabled: !!portfolioId, refetchOnWindowFocus: false, }); + const collaborators = collaboratorsResponse?.users ?? []; 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: [] }; + capMap[c.userId] = { name: c.name ?? null, email: c.email, capabilities: [] }; } for (const e of entries) { if (capMap[e.userId]) { diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx index c0e97ea9..d3973707 100644 --- a/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx @@ -12,37 +12,57 @@ import { Input } from "@/app/shadcn_components/ui/input"; import { Button } from "@/app/shadcn_components/ui/button"; import { useState } from "react"; -import { Role, RoleDropdown, Collaborator } from "@/app/portfolio/[slug]/(portfolio)/settings/roles"; +import { + Role, + RoleDropdown, + Collaborator, +} from "@/app/portfolio/[slug]/(portfolio)/settings/roles"; import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query"; +import { + canAdminister, + type PortfolioPrivilege, +} from "@/app/lib/portfolioAdmin"; +import { + COLLABORATORS_QUERY_KEY, + fetchCollaborators, + type CollaboratorsResponse, +} from "./collaboratorsClient"; +import { ConfirmDialog } from "@/app/components/ConfirmDialog"; +import { useToast } from "@/app/hooks/use-toast"; +type PendingInvitation = { + invitationId: string; + email: string; + role: Role | "creator"; + createdAt: string; +}; - -async function getPortfolioUsers(portfolioId: string): Promise { - const res = await fetch(`/api/portfolio/${portfolioId}/colloborators`, { +async function getPortfolioInvitations( + portfolioId: string, +): Promise { + const res = await fetch(`/api/portfolio/${portfolioId}/invitations`, { method: "GET", headers: { "Content-Type": "application/json" }, }); - if (!res.ok) throw new Error("Failed to fetch users"); + if (!res.ok) throw new Error("Failed to fetch invitations"); const json = await res.json(); - 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, - })) + const invitations = json?.invitations ?? []; + return Array.isArray(invitations) + ? invitations.map((i: any) => ({ + invitationId: String(i.invitationId), + email: i.email ?? "", + role: i.role, + createdAt: i.createdAt, + })) : []; } async function updatePortfolioUserRole( portfolioId: string, portfolioUserId: string, - role: Role + role: Role, ): Promise { - const res = await fetch(`/api/portfolio/${portfolioId}/colloborators`, { + const res = await fetch(`/api/portfolio/${portfolioId}/collaborators`, { method: "PUT", headers: { "Content-Type": "application/json" }, body: JSON.stringify({ portfolioUserId, role }), @@ -57,12 +77,11 @@ async function invitePortfolioUser( portfolioId: string, email: string, role: Role, - name: string ): Promise { - const res = await fetch(`/api/portfolio/${portfolioId}/colloborators`, { + const res = await fetch(`/api/portfolio/${portfolioId}/collaborators`, { method: "POST", headers: { "Content-Type": "application/json" }, - body: JSON.stringify({ email, role, name }), + body: JSON.stringify({ email, role }), }); if (!res.ok) { const msg = await res.text().catch(() => ""); @@ -70,97 +89,259 @@ async function invitePortfolioUser( } } +async function removePortfolioUser( + portfolioId: string, + portfolioUserId: string, +): Promise { + const res = await fetch(`/api/portfolio/${portfolioId}/collaborators`, { + method: "DELETE", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ portfolioUserId }), + }); + if (!res.ok) { + const msg = await res.text().catch(() => ""); + throw new Error(msg || "Failed to remove user"); + } +} + +async function revokePortfolioInvitation( + portfolioId: string, + invitationId: string, +): Promise { + const res = await fetch(`/api/portfolio/${portfolioId}/invitations`, { + method: "DELETE", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ invitationId }), + }); + if (!res.ok) { + const msg = await res.text().catch(() => ""); + throw new Error(msg || "Failed to revoke invitation"); + } +} export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { const [inviteEmail, setInviteEmail] = useState(""); const [inviteRole, setInviteRole] = useState("read"); - const [inviteName, setInviteName] = useState(""); + const [pendingRemoval, setPendingRemoval] = + useState<{ portfolioUserId: string; email: string } | null>(null); + const [pendingRevoke, setPendingRevoke] = + useState<{ invitationId: string; email: string } | null>(null); + const { toast } = useToast(); const queryClient = useQueryClient(); + const usersKey = COLLABORATORS_QUERY_KEY(portfolioId); + const invitationsKey = ["portfolioInvitations", portfolioId]; + const { - data: collaborators = [], + data: collaboratorsData, isLoading, isFetching, refetch, } = useQuery({ - queryKey: ["portfolioUsers", portfolioId], - queryFn: () => getPortfolioUsers(portfolioId), - enabled: !!portfolioId, // only run when id is present - refetchOnWindowFocus: false, // optional: avoid surprise refetch logs - onSuccess: (data) => { - console.log("Fetched users for portfolio:", data); - }, - onError: (err) => { - console.error("Error fetching users:", err); - }, + queryKey: usersKey, + queryFn: () => fetchCollaborators(portfolioId), + enabled: !!portfolioId, + refetchOnWindowFocus: false, }); + const collaborators = collaboratorsData?.users ?? []; + const currentPrivilege: PortfolioPrivilege = + collaboratorsData?.currentUser?.privilege ?? "none"; + const isAdmin = canAdminister(currentPrivilege); + + const { + data: invitations = [], + isLoading: invitationsLoading, + isFetching: invitationsFetching, + } = useQuery({ + queryKey: invitationsKey, + queryFn: () => getPortfolioInvitations(portfolioId), + // Only admins can see pending invitations — the GET endpoint also enforces + // this; gating here avoids the unauthorised network request. + enabled: !!portfolioId && isAdmin, + refetchOnWindowFocus: false, + }); + + const invalidateBoth = () => { + queryClient.invalidateQueries({ queryKey: usersKey }); + queryClient.invalidateQueries({ queryKey: invitationsKey }); + }; + const changeRoleMutation = useMutation({ - mutationFn: ({ portfolioUserId, role }: { portfolioUserId: string; role: Role }) => - updatePortfolioUserRole(portfolioId, portfolioUserId, role), + mutationFn: ({ + portfolioUserId, + role, + }: { + portfolioUserId: string; + role: Role; + }) => updatePortfolioUserRole(portfolioId, portfolioUserId, role), - // Optimistic update onMutate: async ({ portfolioUserId, role }) => { - await queryClient.cancelQueries({ queryKey: ["portfolioUsers", portfolioId] }); - const previous = queryClient.getQueryData(["portfolioUsers", portfolioId]); - - // Optimistically update cache - queryClient.setQueryData( - ["portfolioUsers", portfolioId], - (old) => - (old ?? []).map((c) => - c.portfolioUserId === portfolioUserId ? { ...c, role } : c - ) + await queryClient.cancelQueries({ queryKey: usersKey }); + const previous = + queryClient.getQueryData(usersKey); + queryClient.setQueryData(usersKey, (old) => + old + ? { + ...old, + users: old.users.map((c) => + c.portfolioUserId === portfolioUserId ? { ...c, role } : c, + ), + } + : old, ); - - // Return context to rollback on error return { previous }; }, - - // Rollback on error onError: (err, _vars, context) => { if (context?.previous) { - queryClient.setQueryData(["portfolioUsers", portfolioId], context.previous); + queryClient.setQueryData(usersKey, context.previous); } console.error("Failed to update role:", err); }, - - // Always revalidate after success/error onSettled: () => { - queryClient.invalidateQueries({ queryKey: ["portfolioUsers", portfolioId] }); + queryClient.invalidateQueries({ queryKey: usersKey }); }, }); - // ADD: mutation for inviting a user const inviteUserMutation = useMutation({ - mutationFn: ({ email, role, name }: { email: string; role: Role; name: string }) => - invitePortfolioUser(portfolioId, email, role, name), - onSuccess: () => { - queryClient.invalidateQueries({ queryKey: ["portfolioUsers", portfolioId] }); + mutationFn: ({ + email, + role, + }: { + email: string; + role: Role; + }) => invitePortfolioUser(portfolioId, email, role), + onSuccess: (_data, vars) => { + invalidateBoth(); setInviteEmail(""); - setInviteName(""); // clear name after success - // setInviteRole("read"); + toast({ + title: "Invitation sent", + description: `We've emailed ${vars.email} an invitation to this portfolio.`, + }); }, onError: (err) => { console.error("Invite failed:", err); + toast({ + title: "Couldn't send invitation", + description: err instanceof Error ? err.message : "Please try again.", + variant: "destructive", + }); }, }); + const removeUserMutation = useMutation({ + mutationFn: (portfolioUserId: string) => + removePortfolioUser(portfolioId, portfolioUserId), + + onMutate: async (portfolioUserId) => { + await queryClient.cancelQueries({ queryKey: usersKey }); + const previous = + queryClient.getQueryData(usersKey); + queryClient.setQueryData(usersKey, (old) => + old + ? { + ...old, + users: old.users.filter( + (c) => c.portfolioUserId !== portfolioUserId, + ), + } + : old, + ); + return { previous }; + }, + onSuccess: (_data, _portfolioUserId) => { + const email = pendingRemoval?.email; + toast({ + title: "User removed", + description: email + ? `${email} no longer has access to this portfolio.` + : "User no longer has access to this portfolio.", + }); + }, + onError: (err, _vars, context) => { + if (context?.previous) { + queryClient.setQueryData(usersKey, context.previous); + } + console.error("Failed to remove user:", err); + toast({ + title: "Couldn't remove user", + description: err instanceof Error ? err.message : "Please try again.", + variant: "destructive", + }); + }, + onSettled: () => { + queryClient.invalidateQueries({ queryKey: usersKey }); + setPendingRemoval(null); + }, + }); + + const revokeInvitationMutation = useMutation({ + mutationFn: (invitationId: string) => + revokePortfolioInvitation(portfolioId, invitationId), + + onMutate: async (invitationId) => { + await queryClient.cancelQueries({ queryKey: invitationsKey }); + const previous = + queryClient.getQueryData(invitationsKey); + queryClient.setQueryData(invitationsKey, (old) => + (old ?? []).filter((i) => i.invitationId !== invitationId), + ); + return { previous }; + }, + onSuccess: () => { + const email = pendingRevoke?.email; + toast({ + title: "Invitation revoked", + description: email + ? `${email}'s invitation has been cancelled.` + : "The invitation has been cancelled.", + }); + }, + onError: (err, _vars, context) => { + if (context?.previous) { + queryClient.setQueryData(invitationsKey, context.previous); + } + console.error("Failed to revoke invitation:", err); + toast({ + title: "Couldn't revoke invitation", + description: err instanceof Error ? err.message : "Please try again.", + variant: "destructive", + }); + }, + onSettled: () => { + queryClient.invalidateQueries({ queryKey: invitationsKey }); + setPendingRevoke(null); + }, + }); function handleInvite() { - inviteUserMutation.mutate({ email: inviteEmail, role: inviteRole, name: inviteName }); + inviteUserMutation.mutate({ + email: inviteEmail, + role: inviteRole, + }); } function onChangeRole(portfolioUserId: string, role: Role) { - console.log(`Change portfolioUserId ${portfolioUserId} to ${role}`); changeRoleMutation.mutate({ portfolioUserId, role }); } - function onRemove(portfolioUserId: string) { - console.log(`This button will delete the row portoflioUserId ${portfolioUserId}`); - console.log("This was not implemented as Jun-te wanted to avoid Delete via drizzle before Database integrirty") - // TODO: DELETE user -> then refetch() + function onRemove(portfolioUserId: string, email: string) { + setPendingRemoval({ portfolioUserId, email }); + } + + function onRevokeInvitation(invitationId: string, email: string) { + setPendingRevoke({ invitationId, email }); + } + + function confirmRemove() { + if (!pendingRemoval) return; + removeUserMutation.mutate(pendingRemoval.portfolioUserId); + } + + function confirmRevoke() { + if (!pendingRevoke) return; + revokeInvitationMutation.mutate(pendingRevoke.invitationId); } return ( @@ -173,53 +354,59 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) {

Add users and manage roles

- - {/* Invite row */} - - - Add a user -

- Invite by email and choose a role -

- - - setInviteName(e.target.value)} - /> - setInviteEmail(e.target.value)} - /> -
- -
- - - - - + {/* Invite row — admin-only */} + {isAdmin && ( + + + Add a user +

+ Invite by email and choose a role +

+ + + setInviteEmail(e.target.value)} + /> +
+ +
+ + + + + + )} {/* Current collaborators list */} Current users -

Update roles or remove access

+

+ Update roles or remove access +

@@ -235,7 +422,9 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { {isLoading ? ( - Loading… + + Loading… + ) : collaborators.length === 0 ? ( @@ -249,18 +438,35 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { {c.name || "—"} {c.email} - {c.role === "creator" || c.role === "admin" ? ( + {c.role === "creator" || !isAdmin ? ( {c.role} ) : ( - onChangeRole(c.portfolioUserId, r)} /> + + onChangeRole(c.portfolioUserId, r) + } + allowAdminPromotion + /> )} - {c.role !== "creator" && ( - )} @@ -272,8 +478,112 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) {
+ + {/* Pending invitations list — admin-only */} + {isAdmin && ( + + + Pending invitations +

+ Emails invited but not yet signed in +

+ + +
+ + + + Email + Role + Invited + Actions + + + + {invitationsLoading || invitationsFetching ? ( + + + Loading… + + + ) : invitations.length === 0 ? ( + + + No pending invitations. + + + ) : ( + invitations.map((i) => ( + + {i.email} + {i.role} + + {new Date(i.createdAt).toLocaleDateString()} + + + + + + )) + )} + +
+
+ + + )} + + !open && setPendingRemoval(null)} + title="Remove user from this portfolio?" + description={ + pendingRemoval ? ( + <> + {pendingRemoval.email} will + immediately lose access. They can be re-invited later. + + ) : null + } + confirmLabel="Remove" + destructive + isPending={removeUserMutation.isPending} + onConfirm={confirmRemove} + /> + + !open && setPendingRevoke(null)} + title="Revoke this pending invitation?" + description={ + pendingRevoke ? ( + <> + {pendingRevoke.email} won't + be able to accept this invitation. You can invite them again + later. + + ) : null + } + confirmLabel="Revoke" + destructive + isPending={revokeInvitationMutation.isPending} + onConfirm={confirmRevoke} + /> ); -} \ No newline at end of file +} diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/collaboratorsClient.ts b/src/app/portfolio/[slug]/(portfolio)/settings/collaboratorsClient.ts new file mode 100644 index 00000000..85d5a171 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/settings/collaboratorsClient.ts @@ -0,0 +1,35 @@ +import type { Collaborator } from "./roles"; +import type { PortfolioPrivilege } from "@/app/lib/portfolioAdmin"; + +export type CollaboratorsResponse = { + users: Collaborator[]; + currentUser?: { privilege: PortfolioPrivilege }; +}; + +// Shared fetcher used by every component that queries the portfolio user +// list. Keeping a single function (and a single response shape) means +// useQuery deduping behaves correctly when the user-access page mounts +// both UsersPermissionsCard and CapabilitiesCard against the same key. +export async function fetchCollaborators( + portfolioId: string, +): Promise { + const res = await fetch(`/api/portfolio/${portfolioId}/collaborators`); + if (!res.ok) throw new Error("Failed to fetch collaborators"); + const json = await res.json(); + const rawUsers = Array.isArray(json) ? json : (json?.users ?? []); + const users: Collaborator[] = Array.isArray(rawUsers) + ? rawUsers.map((u: any) => ({ + portfolioUserId: String(u.portfolioUserId), + userId: String(u.userId), + name: u.name ?? null, + email: u.email ?? "", + role: u.role, + })) + : []; + const privilege: PortfolioPrivilege | undefined = + json?.currentUser?.privilege; + return privilege ? { users, currentUser: { privilege } } : { users }; +} + +export const COLLABORATORS_QUERY_KEY = (portfolioId: string) => + ["portfolioUsers", portfolioId] as const; diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/roles.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/roles.tsx index aee553ea..dc71338d 100644 --- a/src/app/portfolio/[slug]/(portfolio)/settings/roles.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/settings/roles.tsx @@ -7,34 +7,50 @@ import { SelectItem, } from "@/app/shadcn_components/ui/select"; -// Roles you support in your app (adjust as needed) -export const ROLE_OPTIONS = ["read", "write"] as const; -export type Role = typeof ROLE_OPTIONS[number]; +// Roles a portfolio admin can assign via the UI. "creator" is set on portfolio +// creation only and is not assignable. +export const ROLE_OPTIONS = ["read", "write", "admin"] as const; +export type Role = (typeof ROLE_OPTIONS)[number]; + +// Roles a non-admin viewer would see in the assignable dropdown — not used +// for backend validation, just shapes the dropdown when promotion isn't +// permitted. +const BASIC_ROLE_OPTIONS = ["read", "write"] as const; export type Collaborator = { portfolioUserId: string; - userId: string; + userId: string; name?: string | null; email: string; - role: Role | "creator" | "admin"; + role: Role | "creator"; }; -// Small role dropdown using shadcn Select +// Small role dropdown using shadcn Select. Pass `allowAdminPromotion` when the +// viewer can promote/demote to/from "admin". export function RoleDropdown({ value, onChange, + allowAdminPromotion = false, + disabled = false, }: { value: Role; onChange: (role: Role) => void; + allowAdminPromotion?: boolean; + disabled?: boolean; }) { + const options = allowAdminPromotion ? ROLE_OPTIONS : BASIC_ROLE_OPTIONS; return ( - onChange(v as Role)} + disabled={disabled} + > - {ROLE_OPTIONS.map((r) => ( + {options.map((r) => ( {r} @@ -43,4 +59,4 @@ export function RoleDropdown({ ); -} \ No newline at end of file +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx index 526ed1f0..64795013 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx @@ -8,7 +8,7 @@ import SurveyedResultsPieChart from "./SurveyedResultsPieChart"; import DampMouldRiskPanel from "./DampMouldRiskPanel"; import CompletionTrendsChart from "./CompletionTrendsChart"; import SurveyIssuesPanel from "./SurveyIssuesPanel"; -import BatchFilter from "./BatchFilter"; +import GroupFilter, { type GroupNode } from "./GroupFilter"; import { STAGE_COLORS, STAGE_ORDER } from "./types"; import type { ProjectData, @@ -313,10 +313,10 @@ interface AnalyticsViewProps { ) => void; majorConditionDeals: ClassifiedDeal[]; totalDeals: number; - availableBatches: string[]; - batchFilter: string[]; - onBatchFilterChange: (next: string[]) => void; - batchFilterActive: boolean; + availableGroups: GroupNode[]; + groupFilter: string[]; + onGroupFilterChange: (next: string[]) => void; + groupFilterActive: boolean; } export default function AnalyticsView({ @@ -327,18 +327,18 @@ export default function AnalyticsView({ onOpenTable, majorConditionDeals, totalDeals, - availableBatches, - batchFilter, - onBatchFilterChange, - batchFilterActive, + availableGroups, + groupFilter, + onGroupFilterChange, + groupFilterActive, }: AnalyticsViewProps) { - const showBatchFilter = availableBatches.length > 0; + const showGroupFilter = availableGroups.length > 0; return (
- {/* Row 1: project selector + (optional) batch filter + properties count */} + {/* Row 1: project selector + (optional) group filter + properties count */}
{/* Project selector */} @@ -369,19 +369,19 @@ export default function AnalyticsView({
- {/* Batch filter — only when current project has batched deals */} - {showBatchFilter && ( - )} - {/* Properties in project (label swaps when batch filter is active) */} + {/* Properties in project (label swaps when group filter is active) */} onOpenTable( diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/BatchFilter.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/BatchFilter.tsx deleted file mode 100644 index 1fd765a2..00000000 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/BatchFilter.tsx +++ /dev/null @@ -1,123 +0,0 @@ -"use client"; - -import { ChevronDown, Layers } from "lucide-react"; -import { - DropdownMenu, - DropdownMenuCheckboxItem, - DropdownMenuContent, - DropdownMenuLabel, - DropdownMenuSeparator, - DropdownMenuTrigger, -} from "@/app/shadcn_components/ui/dropdown-menu"; -import { Card } from "@/app/shadcn_components/ui/card"; - -export const UNBATCHED_KEY = "__UNBATCHED__" as const; - -interface BatchFilterProps { - options: string[]; // batch codes present in the current project; may include UNBATCHED_KEY - selected: string[]; // empty array = no filter applied (show everything) - onChange: (next: string[]) => void; - variant?: "card" | "inline"; -} - -function BatchDropdown({ - options, - selected, - onChange, - triggerClassName, - align = "start", -}: BatchFilterProps & { - triggerClassName: string; - align?: "start" | "end"; -}) { - const toggle = (value: string, checked: boolean) => { - if (checked) { - onChange([...selected, value]); - } else { - onChange(selected.filter((v) => v !== value)); - } - }; - - const label = - selected.length === 0 - ? "All groups" - : selected - .map((s) => (s === UNBATCHED_KEY ? "(Ungrouped)" : s)) - .join(", "); - - return ( - - - - - - - Groups - {selected.length > 0 && ( - - )} - - -
- {options.map((opt) => ( - toggle(opt, !!val)} - onSelect={(e) => e.preventDefault()} - className="text-sm" - > - {opt === UNBATCHED_KEY ? ( - (Ungrouped) - ) : ( - opt - )} - - ))} -
- - - ); -} - -export default function BatchFilter(props: BatchFilterProps) { - const { variant = "card" } = props; - - if (variant === "inline") { - return ( - - ); - } - - return ( - -
-

- Filter by Group -

- -
- - ); -} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/GroupFilter.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/GroupFilter.tsx new file mode 100644 index 00000000..06de0074 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/GroupFilter.tsx @@ -0,0 +1,240 @@ +"use client"; + +import { Fragment } from "react"; +import { Check, ChevronDown, Layers, Minus } from "lucide-react"; +import { + DropdownMenu, + DropdownMenuCheckboxItem, + DropdownMenuContent, + DropdownMenuItem, + DropdownMenuLabel, + DropdownMenuSeparator, + DropdownMenuTrigger, +} from "@/app/shadcn_components/ui/dropdown-menu"; +import { Card } from "@/app/shadcn_components/ui/card"; + +export type GroupLeaf = { + value: string; + // Full label, used in the trigger when this leaf is selected outside the + // context of a fully-checked parent. + label: string; + // Short label rendered under a parent header (the parent already provides + // context). Falls back to `label`. + shortLabel?: string; + muted?: boolean; +}; + +export type GroupNode = + | { kind: "leaf"; leaf: GroupLeaf } + | { + kind: "parent"; + label: string; + muted?: boolean; + children: GroupLeaf[]; + }; + +interface GroupFilterProps { + options: GroupNode[]; + selected: string[]; + onChange: (next: string[]) => void; + variant?: "card" | "inline"; +} + +function GroupDropdown({ + options, + selected, + onChange, + triggerClassName, + align = "start", +}: GroupFilterProps & { + triggerClassName: string; + align?: "start" | "end"; +}) { + const selectedSet = new Set(selected); + + const toggleLeaf = (value: string, checked: boolean) => { + if (checked) { + onChange([...selected, value]); + } else { + onChange(selected.filter((v) => v !== value)); + } + }; + + const toggleParent = (childValues: string[]) => { + const allChecked = childValues.every((v) => selectedSet.has(v)); + if (allChecked) { + const remove = new Set(childValues); + onChange(selected.filter((v) => !remove.has(v))); + } else { + const merged = new Set(selected); + for (const v of childValues) merged.add(v); + onChange(Array.from(merged)); + } + }; + + // Trigger chunks: fully-selected parents collapse to the parent's label; + // standalone leaves and partial-parent children contribute their own labels. + const triggerChunks: string[] = []; + for (const node of options) { + if (node.kind === "leaf") { + if (selectedSet.has(node.leaf.value)) triggerChunks.push(node.leaf.label); + } else { + const childValues = node.children.map((c) => c.value); + const allSelected = + childValues.length > 0 && childValues.every((v) => selectedSet.has(v)); + if (allSelected) { + triggerChunks.push(node.label); + } else { + for (const child of node.children) { + if (selectedSet.has(child.value)) triggerChunks.push(child.label); + } + } + } + } + + const triggerLabel = + triggerChunks.length === 0 + ? "All groups" + : triggerChunks.length === 1 + ? triggerChunks[0] + : `${triggerChunks[0]} +${triggerChunks.length - 1}`; + + return ( + + + + + + + Groups + {selected.length > 0 && ( + + )} + + +
+ {options.map((node, i) => { + const needsSeparator = i > 0; + if (node.kind === "leaf") { + return ( + + {needsSeparator && } + toggleLeaf(node.leaf.value, !!v)} + onSelect={(e) => e.preventDefault()} + className="text-sm" + > + {node.leaf.muted ? ( + + {node.leaf.label} + + ) : ( + node.leaf.label + )} + + + ); + } + + const childValues = node.children.map((c) => c.value); + const selectedCount = childValues.filter((v) => + selectedSet.has(v), + ).length; + const parentState: boolean | "indeterminate" = + selectedCount === 0 + ? false + : selectedCount === childValues.length + ? true + : "indeterminate"; + + return ( + + {needsSeparator && } + { + e.preventDefault(); + toggleParent(childValues); + }} + className="relative flex items-center py-1.5 pl-8 pr-2 text-sm font-semibold" + > + + {parentState === true ? ( + + ) : parentState === "indeterminate" ? ( + + ) : null} + + {node.muted ? ( + {node.label} + ) : ( + node.label + )} + + {node.children.map((child) => ( + toggleLeaf(child.value, !!v)} + onSelect={(e) => e.preventDefault()} + className="text-sm pl-12" + > + {child.muted ? ( + + {child.shortLabel ?? child.label} + + ) : ( + (child.shortLabel ?? child.label) + )} + + ))} + + ); + })} +
+ + + ); +} + +export default function GroupFilter(props: GroupFilterProps) { + const { variant = "card" } = props; + + if (variant === "inline") { + return ( + + ); + } + + return ( + +
+

+ Filter by Group +

+ +
+ + ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx index 24b8050c..dd8b3bf4 100644 Binary files a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx and b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx differ diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx index 92956907..789ee4d1 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx @@ -122,6 +122,7 @@ export default function PropertyDetailDrawer({ {TABS.map((tab) => (
@@ -388,7 +388,10 @@ export default function PropertyTable({ filterGroups: allFilterGroups, }); - const queryData = useMemo(() => filteredResponse?.data ?? [], [filteredResponse?.data]); + const queryData = useMemo( + () => filteredResponse?.data ?? [], + [filteredResponse?.data], + ); const filteredTotal = filteredResponse?.total ?? 0; // Second query for total (no filters) — React Query dedupes when filters are empty @@ -500,7 +503,7 @@ export default function PropertyTable({ const [previewError] = useState(null); return ( -
+
{/* Action bar */}
{/* Left: results count */} @@ -594,14 +597,18 @@ export default function PropertyTable({ {/* Export */} {filteredTotal > EXPORT_LIMIT ? ( - + ) : ( @@ -680,7 +687,8 @@ export default function PropertyTable({ {filteredTotal.toLocaleString()} {" "} - properties — more load automatically as you navigate to the last page. + properties — more load automatically as you navigate to the last + page.
)}