From c921db7d9c1fbd25dcfae590fb76d4e2b938cd4e Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Wed, 27 May 2026 16:18:21 +0000 Subject: [PATCH 01/17] initial implementation for portfolio invitations. A user can send an invitation to a user and they will receive an invitation email --- .../auth/[...nextauth]/DrizzleEmailAdapter.ts | 3 +- src/app/api/auth/[...nextauth]/authOptions.ts | 76 +++++- .../[portfolioId]/colloborators/route.ts | 236 ++++++++++++------ src/app/db/schema/portfolio.ts | 34 +++ .../email_templates/portfolio_invitation.ts | 179 +++++++++++++ src/app/lib/portfolioInvitations.test.ts | 50 ++++ src/app/lib/portfolioInvitations.ts | 42 ++++ 7 files changed, 534 insertions(+), 86 deletions(-) create mode 100644 src/app/email_templates/portfolio_invitation.ts create mode 100644 src/app/lib/portfolioInvitations.test.ts create mode 100644 src/app/lib/portfolioInvitations.ts 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..4adeaaed 100644 --- a/src/app/api/auth/[...nextauth]/authOptions.ts +++ b/src/app/api/auth/[...nextauth]/authOptions.ts @@ -19,6 +19,12 @@ import { authRateLimits, verificationTokens, } from "@/app/db/schema/users"; +import { + portfolioInvitations, + portfolioUsers, +} from "@/app/db/schema/portfolio"; +import { planInvitationApplication } from "@/app/lib/portfolioInvitations"; +import { normaliseEmail } from "@/app/lib/email"; import { eq, and, ne } from "drizzle-orm"; // ------------------------------------------------------------------ @@ -409,6 +415,52 @@ export const AuthOptions: NextAuthOptions = { .set({ lastLogin: new Date() }) .where(eq(users.id, dbUser.id)); + // Apply any pending portfolio invitations addressed to this email. + // Idempotent: runs every sign-in; no-op when there are no pending rows. + const pending = await db + .select({ + id: portfolioInvitations.id, + portfolioId: portfolioInvitations.portfolioId, + role: portfolioInvitations.role, + }) + .from(portfolioInvitations) + .where(eq(portfolioInvitations.email, normalisedEmail)); + + if (pending.length > 0) { + const existing = await db + .select({ portfolioId: portfolioUsers.portfolioId }) + .from(portfolioUsers) + .where(eq(portfolioUsers.userId, dbUser.id)); + + const plan = planInvitationApplication({ + userId: dbUser.id, + invitations: pending.map((p) => ({ + id: p.id, + portfolioId: p.portfolioId, + role: p.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("APPLIED_PENDING_INVITATIONS", { + email: normalisedEmail, + userId: dbUser.id.toString(), + count: plan.memberships.length, + staleDeleted: plan.invitationsToDelete.length - plan.memberships.length, + }); + } + // Pass bigint ID into NextAuth session/jwt user.dbId = dbUser.id.toString(); user.onboarded = dbUser.onboarded ?? false; @@ -452,11 +504,18 @@ 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 +524,10 @@ 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]/colloborators/route.ts b/src/app/api/portfolio/[portfolioId]/colloborators/route.ts index 309fee66..5420c4ca 100644 --- a/src/app/api/portfolio/[portfolioId]/colloborators/route.ts +++ b/src/app/api/portfolio/[portfolioId]/colloborators/route.ts @@ -1,6 +1,10 @@ import { db } from "@/app/db/db"; import { NextRequest, NextResponse } from "next/server"; -import { portfolio, portfolioUsers } from "@/app/db/schema/portfolio"; +import { + portfolio, + portfolioInvitations, + portfolioUsers, +} from "@/app/db/schema/portfolio"; import { user } from "@/app/db/schema/users"; import { recommendation, @@ -14,9 +18,13 @@ import { propertyDetailsEpc, property, } from "@/app/db/schema/property"; -import { eq, inArray, Name } from "drizzle-orm"; +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"; // Get colloborators (users) that have access to the portfolio export async function GET( @@ -97,14 +105,17 @@ export async function PUT( } } -// POST: invite a user by email (find-or-create user, then add to portfolio with role) +// POST: invite a user by email. +// +// If the email already corresponds to a user, link them to the portfolio +// directly (existing user case). Otherwise create a pending invitation that +// gets consumed by the signIn callback the first time the invitee signs in. 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), @@ -118,85 +129,162 @@ export async function POST( return NextResponse.json({ error: "Invalid body" }, { status: 400 }); } + const email = normaliseEmail(body.email); + + const session = await getServerSession(AuthOptions); + if (!session?.user?.dbId) { + return NextResponse.json({ error: "Not authenticated" }, { status: 401 }); + } + const inviterUserId = BigInt(session.user.dbId); + 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)) + const [portfolioRow] = await db + .select({ name: portfolio.name }) + .from(portfolio) + .where(eq(portfolio.id, pId)) .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) { + if (!portfolioRow) { return NextResponse.json( - { error: "Failed to create portfolio user" }, - { status: 500 } + { error: "Portfolio not found" }, + { status: 404 }, ); } - const collaborator = { - portfolioUserId: row.portfolioUserId?.toString() ?? null, - userId: row.userId?.toString() ?? null, - role: row.role, - name: body.name ?? null, - email: body.email, - }; + 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"; - // 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 }); + const appOrigin = + process.env.NEXTAUTH_URL ?? `https://${req.headers.get("host")}`; + + const [existingUser] = await db + .select({ id: user.id, firstName: user.firstName, email: user.email }) + .from(user) + .where(eq(user.email, email)) + .limit(1); + + if (existingUser) { + const [existingMembership] = await db + .select({ id: portfolioUsers.id, role: portfolioUsers.role }) + .from(portfolioUsers) + .where( + and( + eq(portfolioUsers.portfolioId, pId), + eq(portfolioUsers.userId, existingUser.id), + ), + ) + .limit(1); + + let portfolioUserId: bigint; + if (existingMembership) { + if (existingMembership.role !== body.role) { + await db + .update(portfolioUsers) + .set({ role: body.role }) + .where(eq(portfolioUsers.id, existingMembership.id)); + } + portfolioUserId = existingMembership.id; + } else { + const [inserted] = await db + .insert(portfolioUsers) + .values({ + portfolioId: pId, + userId: existingUser.id, + role: body.role, + }) + .returning({ id: portfolioUsers.id }); + portfolioUserId = inserted.id; + } + + try { + await PortfolioInvitationEmail({ + identifier: email, + portfolioName: portfolioRow.name, + inviterName, + linkUrl: `${appOrigin}/portfolio/${pId.toString()}`, + mode: "existing-user", + }); + } catch (mailErr) { + console.error("PORTFOLIO_INVITATION_EMAIL_FAILURE", { + email, + error: mailErr instanceof Error ? mailErr.message : String(mailErr), + }); + // The membership write succeeded — surface the email failure to the + // client but don't roll back the membership. + } + + return NextResponse.json( + { + user: { + portfolioUserId: portfolioUserId.toString(), + userId: existingUser.id.toString(), + role: body.role, + name: existingUser.firstName ?? body.name ?? null, + email, + kind: "member" as const, + }, + }, + { status: 200 }, + ); + } + + // No user with this email yet — record a pending invitation. The signIn + // callback applies it the first time the invitee signs in. + 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: "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: body.name ?? null, + email, + kind: "invitation" as const, + }, + }, + { status: 200 }, + ); } catch (err) { console.error("POST /colloborators error:", err); return NextResponse.json( 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..738e7d8a --- /dev/null +++ b/src/app/email_templates/portfolio_invitation.ts @@ -0,0 +1,179 @@ +// 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 = + mode === "existing-user" + ? `You've been added to ${portfolioName} on Ara` + : `${inviterName} invited you to join ${portfolioName} on Ara`; + + const ctaLabel = + mode === "existing-user" ? "Open portfolio" : "Sign in to Ara"; + + const result = await transport.sendMail({ + to: identifier, + from, + subject, + text: plainText({ + portfolioName, + inviterName, + linkUrl, + ctaLabel, + mode, + }), + html: domnaHtml({ + portfolioName, + inviterName, + linkUrl, + ctaLabel, + mode, + logoUrl, + host, + }), + headers: buildMailHeaders({ + fromAddress: from, + sesConfigurationSet: process.env.SES_CONFIGURATION_SET, + }), + }); + + const failed = result.rejected.filter(Boolean); + if (failed.length) { + throw new Error(`Email(s) (${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 = + mode === "existing-user" + ? `You've been added to ${portfolioName}` + : `${inviterName} invited you to ${portfolioName}`; + + const explainer = + mode === "existing-user" + ? `${inviterName} added you to the ${portfolioName} portfolio on Ara. Open it below to start collaborating.` + : `${inviterName} invited you to join the ${portfolioName} portfolio on Ara. Sign in with this email address to accept the invitation.`; + + 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 = + mode === "existing-user" + ? `You've been added to ${portfolioName}` + : `${inviterName} invited you to ${portfolioName}`; + const explainer = + mode === "existing-user" + ? `${inviterName} added you to the ${portfolioName} portfolio on Ara.` + : `${inviterName} invited you to join the ${portfolioName} portfolio on Ara. Sign in with this email address to accept.`; + + return `${heading} + +${explainer} + +${ctaLabel}: ${linkUrl} + +If you weren't expecting this email, you can safely ignore it. +`; +} 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 }; +} From 7e9193313bb57d5d9fdb8caf2e5295b7ec50ec75 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Wed, 27 May 2026 16:19:14 +0000 Subject: [PATCH 02/17] added missing email and email test files --- .../[portfolioId]/colloborators/route.ts | 63 +++++++++++++++++++ src/app/lib/email.test.ts | 15 +++++ src/app/lib/email.ts | 3 + 3 files changed, 81 insertions(+) create mode 100644 src/app/lib/email.test.ts create mode 100644 src/app/lib/email.ts diff --git a/src/app/api/portfolio/[portfolioId]/colloborators/route.ts b/src/app/api/portfolio/[portfolioId]/colloborators/route.ts index 5420c4ca..b48c61f3 100644 --- a/src/app/api/portfolio/[portfolioId]/colloborators/route.ts +++ b/src/app/api/portfolio/[portfolioId]/colloborators/route.ts @@ -65,6 +65,69 @@ export async function GET( } } +// 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); + if (!session?.user?.dbId) { + return NextResponse.json({ error: "Not authenticated" }, { status: 401 }); + } + + 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 /colloborators error:", err); + return NextResponse.json( + { error: "Failed to remove user" }, + { status: 500 }, + ); + } +} + // PUT: update a collaborator’s role export async function PUT( req: NextRequest, 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(); +} From 07acf4d93d18891a5b481d49d58cf5857a7ec92e Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Wed, 27 May 2026 16:27:41 +0000 Subject: [PATCH 03/17] Add pending-invitations admin UI and wire member removal Adds two pieces of user-access management on the portfolio settings page that were previously stubbed or missing: - The existing "Remove" button was wired to console.log only. It now calls a DELETE on /colloborators with optimistic cache update and rollback on failure. The route refuses to remove the portfolio creator and 404s if the membership isn't in the URL's portfolio. - A new "Pending invitations" section in UsersPermissionsCard lists invitees who haven't signed in yet, backed by a new /api/portfolio/[id]/invitations endpoint (GET + DELETE). Admins can revoke a pending invitation; revoking deletes the row so the invitee no longer auto-joins on sign-in. Inviting a new email shows up here immediately because the invite mutation invalidates both query keys. Both new mutations use optimistic updates with rollback, and disable only the in-flight row (mutation.variables === currentId) so the rest of the table stays interactive. No useEffect, TanStack Query throughout. Co-Authored-By: Claude Opus 4.7 (1M context) --- .../[portfolioId]/invitations/route.ts | 105 ++++++ .../settings/UsersPermissionsCard.tsx | 343 ++++++++++++++---- 2 files changed, 382 insertions(+), 66 deletions(-) create mode 100644 src/app/api/portfolio/[portfolioId]/invitations/route.ts 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..33ccdba0 --- /dev/null +++ b/src/app/api/portfolio/[portfolioId]/invitations/route.ts @@ -0,0 +1,105 @@ +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"; + +// 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); + if (!session?.user?.dbId) { + return NextResponse.json({ error: "Not authenticated" }, { status: 401 }); + } + + 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); + if (!session?.user?.dbId) { + return NextResponse.json({ error: "Not authenticated" }, { status: 401 }); + } + + 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/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx index c0e97ea9..323ffefe 100644 --- a/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx @@ -12,10 +12,19 @@ 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"; - +type PendingInvitation = { + invitationId: string; + email: string; + role: Role | "creator" | "admin"; + createdAt: string; +}; async function getPortfolioUsers(portfolioId: string): Promise { const res = await fetch(`/api/portfolio/${portfolioId}/colloborators`, { @@ -25,22 +34,41 @@ async function getPortfolioUsers(portfolioId: string): Promise { if (!res.ok) throw new Error("Failed to fetch users"); 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, - })) + portfolioUserId: String(u.portfolioUserId), + userId: String(u.userId), + name: u.name ?? null, + email: u.email ?? "", + role: u.role, + })) + : []; +} + +async function getPortfolioInvitations( + portfolioId: string, +): Promise { + const res = await fetch(`/api/portfolio/${portfolioId}/invitations`, { + method: "GET", + headers: { "Content-Type": "application/json" }, + }); + if (!res.ok) throw new Error("Failed to fetch invitations"); + const json = await res.json(); + const invitations = json?.invitations ?? []; + return Array.isArray(invitations) + ? invitations.map((i: any) => ({ + invitationId: String(i.invitationId), + email: i.email ?? "", + role: i.role, + createdAt: i.createdAt, + })) : []; } async function updatePortfolioUserRole( portfolioId: string, portfolioUserId: string, - role: Role + role: Role, ): Promise { const res = await fetch(`/api/portfolio/${portfolioId}/colloborators`, { method: "PUT", @@ -57,7 +85,7 @@ async function invitePortfolioUser( portfolioId: string, email: string, role: Role, - name: string + name: string, ): Promise { const res = await fetch(`/api/portfolio/${portfolioId}/colloborators`, { method: "POST", @@ -70,6 +98,35 @@ async function invitePortfolioUser( } } +async function removePortfolioUser( + portfolioId: string, + portfolioUserId: string, +): Promise { + const res = await fetch(`/api/portfolio/${portfolioId}/colloborators`, { + 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(""); @@ -78,89 +135,154 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { const queryClient = useQueryClient(); + const usersKey = ["portfolioUsers", portfolioId]; + const invitationsKey = ["portfolioInvitations", portfolioId]; + const { data: collaborators = [], isLoading, isFetching, refetch, } = useQuery({ - queryKey: ["portfolioUsers", portfolioId], + queryKey: usersKey, 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); - }, + enabled: !!portfolioId, + refetchOnWindowFocus: false, }); + const { + data: invitations = [], + isLoading: invitationsLoading, + isFetching: invitationsFetching, + } = useQuery({ + queryKey: invitationsKey, + queryFn: () => getPortfolioInvitations(portfolioId), + enabled: !!portfolioId, + 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 ?? []).map((c) => + c.portfolioUserId === portfolioUserId ? { ...c, role } : c, + ), ); - - // 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), + mutationFn: ({ + email, + role, + name, + }: { + email: string; + role: Role; + name: string; + }) => invitePortfolioUser(portfolioId, email, role, name), onSuccess: () => { - queryClient.invalidateQueries({ queryKey: ["portfolioUsers", portfolioId] }); + invalidateBoth(); setInviteEmail(""); - setInviteName(""); // clear name after success - // setInviteRole("read"); + setInviteName(""); }, onError: (err) => { console.error("Invite failed:", err); }, }); + 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 ?? []).filter((c) => c.portfolioUserId !== portfolioUserId), + ); + return { previous }; + }, + onError: (err, _vars, context) => { + if (context?.previous) { + queryClient.setQueryData(usersKey, context.previous); + } + console.error("Failed to remove user:", err); + }, + onSettled: () => { + queryClient.invalidateQueries({ queryKey: usersKey }); + }, + }); + + 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 }; + }, + onError: (err, _vars, context) => { + if (context?.previous) { + queryClient.setQueryData(invitationsKey, context.previous); + } + console.error("Failed to revoke invitation:", err); + }, + onSettled: () => { + queryClient.invalidateQueries({ queryKey: invitationsKey }); + }, + }); function handleInvite() { - inviteUserMutation.mutate({ email: inviteEmail, role: inviteRole, name: inviteName }); + inviteUserMutation.mutate({ + email: inviteEmail, + role: inviteRole, + name: inviteName, + }); } 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() + if (!confirm("Remove this user from the portfolio?")) return; + removeUserMutation.mutate(portfolioUserId); + } + + function onRevokeInvitation(invitationId: string) { + if (!confirm("Revoke this pending invitation?")) return; + revokeInvitationMutation.mutate(invitationId); } return ( @@ -173,7 +295,11 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) {

Add users and manage roles

- @@ -205,13 +331,15 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { - + @@ -219,7 +347,9 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { Current users -

Update roles or remove access

+

+ Update roles or remove access +

@@ -235,7 +365,9 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { {isLoading ? ( - Loading… + + Loading… + ) : collaborators.length === 0 ? ( @@ -254,13 +386,27 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { {c.role} ) : ( - onChangeRole(c.portfolioUserId, r)} /> + + onChangeRole(c.portfolioUserId, r) + } + /> )} {c.role !== "creator" && ( - )} @@ -272,8 +418,73 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) {
+ + {/* Pending invitations list */} + + + 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()} + + + + + + )) + )} + +
+
+ + ); -} \ No newline at end of file +} From 7086a63c1e556a8cd6b4dcf3acc7a5c8ce43aef8 Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Wed, 27 May 2026 16:27:48 +0000 Subject: [PATCH 04/17] project db addition and live tracker update --- .../db/migrations/0211_lovely_sue_storm.sql | 10 + src/app/db/migrations/meta/0211_snapshot.json | 10032 ++++++++++++++++ src/app/db/migrations/meta/_journal.json | 7 + src/app/db/schema/crm/hubspot_deal_table.ts | 1 + .../db/schema/crm/hubspot_project_table.ts | 21 + .../your-projects/live/AnalyticsView.tsx | 40 +- .../live/{BatchFilter.tsx => GroupFilter.tsx} | 50 +- .../your-projects/live/LiveTracker.tsx | Bin 19499 -> 20688 bytes 8 files changed, 10120 insertions(+), 41 deletions(-) create mode 100644 src/app/db/migrations/0211_lovely_sue_storm.sql create mode 100644 src/app/db/migrations/meta/0211_snapshot.json create mode 100644 src/app/db/schema/crm/hubspot_project_table.ts rename src/app/portfolio/[slug]/(portfolio)/your-projects/live/{BatchFilter.tsx => GroupFilter.tsx} (76%) 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/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", + 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"scheme", + "schema": "public", + "values": [ + "eco4", + "gbis", + "whlg", + "none" + ] + }, + "public.inspection_archetype_2": { + "name": "inspection_archetype_2", + "schema": "public", + "values": [ + "detached", + "mid-terrace", + "enclosed mid-terrace", + "end-terrace", + "enclosed end-terrace", + "semi-detached" + ] + }, + "public.inspection_archetype": { + "name": "inspection_archetype", + "schema": "public", + "values": [ + "Bungalow", + "Flat", + "Maisonette", + "House", + "non-domestic" + ] + }, + "public.inspection_borescoped": { + "name": "inspection_borescoped", + "schema": "public", + "values": [ + "yes", + "no", + "refused" + ] + }, + "public.inspections_access_issues": { + "name": "inspections_access_issues", + "schema": "public", + "values": [ + "see notes", + "damp issues", + "foliage on walls", + "bushes against wall", + "trees around/anove property", + "high rise block flats/maisonettes", + "conservatory", + "lean-to", + "garage", + "extension", + "decking", + "shed against wall" + ] + }, + "public.inspections_cladding": { + "name": "inspections_cladding", + "schema": "public", + "values": [ + "none", + "cladded with “sufficient space to fill the wall”", + "cladded with “insufficient space to fill the wall”" + ] + }, + "public.inspections_insulation_material": { + "name": "inspections_insulation_material", + "schema": "public", + "values": [ + "empty 50-90", + "empty 100+", + "empty 30-40", + "empty less than 30", + "loose fibre/wool", + "eps/celo/king", + "fibre batts - with cavity", + "fibre batts - no cavity", + "loose bead", + "glued bead", + "formaldehyde", + "bubble wrap", + "poly chunks" + ] + }, + "public.inspections_rendered": { + "name": "inspections_rendered", + "schema": "public", + "values": [ + "no render", + "rendered with “insufficient” space between dpc and render", + "rendered with “sufficient” space between dpc and render" + ] + }, + "public.inspections_roof_orientation": { + "name": "inspections_roof_orientation", + "schema": "public", + "values": [ + "north", + "east", + "south", + "west", + "north-east", + "north-west", + "south-east", + "south-west", + "n/s split", + "e/w split", + "ne/sw split", + "nw/se split", + "flat roof", + "no roof", + "roof too small", + "already has solar pv" + ] + }, + "public.inspections_tile_hung": { + "name": "inspections_tile_hung", + "schema": "public", + "values": [ + "yes", + "no", + "first floor flats are tile hung" + ] + }, + "public.inspections_wall_construction": { + "name": "inspections_wall_construction", + "schema": "public", + "values": [ + "cavity", + "solid", + "system built", + "timber framed", + "steel framed", + "re-walled cavity", + "mansard pre-fab", + "mansard ewi", + "mansard re-walled" + ] + }, + "public.inspections_wall_insulation": { + "name": "inspections_wall_insulation", + "schema": "public", + "values": [ + "empty cavity", + "filled at build", + "partial", + "retro drilled", + "ewi", + "iwi", + "solid non-cavity", + "system built", + "timber framed", + "steel framed" + ] + }, + "public.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..49817c83 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1478,6 +1478,13 @@ "when": 1779889030729, "tag": "0210_absent_dark_phoenix", "breakpoints": true + }, + { + "idx": 211, + "version": "7", + "when": 1779898075572, + "tag": "0211_lovely_sue_storm", + "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..fa2cabd1 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"), diff --git a/src/app/db/schema/crm/hubspot_project_table.ts b/src/app/db/schema/crm/hubspot_project_table.ts new file mode 100644 index 00000000..f0ad8ea8 --- /dev/null +++ b/src/app/db/schema/crm/hubspot_project_table.ts @@ -0,0 +1,21 @@ +import { pgTable, text, timestamp, uuid } from "drizzle-orm/pg-core"; +import { InferModel } from "drizzle-orm"; + +export const hubspotProjectData = pgTable("hubspot_project_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 HubspotProjectData = InferModel; +export type NewHubspotProjectData = InferModel; 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..f99dec81 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 GroupOption } 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: GroupOption[]; + 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/GroupFilter.tsx similarity index 76% rename from src/app/portfolio/[slug]/(portfolio)/your-projects/live/BatchFilter.tsx rename to src/app/portfolio/[slug]/(portfolio)/your-projects/live/GroupFilter.tsx index 1fd765a2..3832c2c4 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/BatchFilter.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/GroupFilter.tsx @@ -11,22 +11,26 @@ import { } from "@/app/shadcn_components/ui/dropdown-menu"; import { Card } from "@/app/shadcn_components/ui/card"; -export const UNBATCHED_KEY = "__UNBATCHED__" as const; +export type GroupOption = { + value: string; + label: string; + muted?: boolean; +}; -interface BatchFilterProps { - options: string[]; // batch codes present in the current project; may include UNBATCHED_KEY - selected: string[]; // empty array = no filter applied (show everything) +interface GroupFilterProps { + options: GroupOption[]; + selected: string[]; onChange: (next: string[]) => void; variant?: "card" | "inline"; } -function BatchDropdown({ +function GroupDropdown({ options, selected, onChange, triggerClassName, align = "start", -}: BatchFilterProps & { +}: GroupFilterProps & { triggerClassName: string; align?: "start" | "end"; }) { @@ -38,12 +42,16 @@ function BatchDropdown({ } }; - const label = - selected.length === 0 + const selectedLabels = selected + .map((v) => options.find((o) => o.value === v)?.label) + .filter((l): l is string => l !== undefined); + + const triggerLabel = + selectedLabels.length === 0 ? "All groups" - : selected - .map((s) => (s === UNBATCHED_KEY ? "(Ungrouped)" : s)) - .join(", "); + : selectedLabels.length === 1 + ? selectedLabels[0] + : `${selectedLabels[0]} +${selectedLabels.length - 1}`; return ( @@ -51,7 +59,7 @@ function BatchDropdown({ @@ -76,16 +84,16 @@ function BatchDropdown({
{options.map((opt) => ( toggle(opt, !!val)} + key={opt.value} + checked={selected.includes(opt.value)} + onCheckedChange={(val) => toggle(opt.value, !!val)} onSelect={(e) => e.preventDefault()} className="text-sm" > - {opt === UNBATCHED_KEY ? ( - (Ungrouped) + {opt.muted ? ( + {opt.label} ) : ( - opt + opt.label )} ))} @@ -95,12 +103,12 @@ function BatchDropdown({ ); } -export default function BatchFilter(props: BatchFilterProps) { +export default function GroupFilter(props: GroupFilterProps) { const { variant = "card" } = props; if (variant === "inline") { return ( - @@ -113,7 +121,7 @@ export default function BatchFilter(props: BatchFilterProps) {

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 24b8050cfd984b4e4ef7ef0fa8506d97d9bd87a8..225fee1f116afa88298e21b42c69d68eaf3be5af 100644 GIT binary patch delta 2679 zcmcguL2TSa6eS6TuuV`8NeL=cKijCah2u2o0d>=~N<)%DK&496OVpC_?rhercWgZ4 zY?sYyxpP3sAi)JG5?nw6q&;#)>b2qoR}M(rxF8{M;m;p?v5PwYkr`3>_7)pJK{iV*CXYJ0=iI-!zPqn6PZqrJm}5M!K$c+ zH4Y4FoCW73SRPZ=h6D8R2A9>?r~NkgLWLM774rfPVZ`1~INalHsE0AA1}`DnjwS(h zV&THg*l#v{u>)0&$tA38-kSBBQ5Y*|HGI|MGGbM}sCR=%f&jd>;utMNs5BglBF-v&B-^9z4;(F;__}fVR6N4qUkc<+AM}qo!rUYfyfsjDHIe z1^EsKBYOY$k?%&1QG?Pio{uMqW8OZ=m3acAds)o>==3p)Ngs@!>9J}9J3z(xy6UWJ z$P-n2v~?ZUS#hJ_EqI4TmyGQloK^(9 zY}sj4dc9|YceSrEl++rS+%|XsejUwW@LW{aqHx>RnUpUQp2uaG^+X_;Rr@cGACB#5 z7ZqY3<91ydK)@BC$Z@-3>d4`UA|*b1mbzrqc$!VL0kd>~m^%<)M{t0*XL=p7U6)!l z)6s0Y+jwx11GKi8rhrEu4!Gqb>64&sTOu?avX9VhCW_b4y>Y@1 zvMoHqy+iiUk_-gt4VEC&rm&EyR37AY02yey`FT#WXfy^WvM8YBT3*m|Ykm$y&GYB( z!b8ir%P|}?3wCL1(T39hfWswNu=7K8>$b5%cE&EpF>AZ}wi-B>dM_>8&Um;ojC;zm z7;0w2(q&+-;R>_h(nA_U-1_#uT1?W^y-C5gJQ#uBWezzj>;~1U8&T@yNv5 z>1X4AzFdf3#@lOmFxveuU)-6zxUMf)xzu61%*WCKZWfHld5^$Y&17Bb5M+A8nL0(m zW_hK-#13ET46d3R&dDi?G|x@)Y;%8q=AWUbntP&u`rO~oKHU`Qk2B-_ubrQV|A#cs zou8gG$G+6FQxI1F8w%<~dTn(-<8tI0(eqH)lfQ|WLCJTYUb}dbaL{gt{g8^adGp@T z|7z{m{59jmI;2~#j;G(h^-cCtacAS|8A6bU4J3Jh*EO#lcxNL0Wn(Pc^~c85e*tMf Ba6141 delta 1428 zcmcIkL1+^}6s4^ZS}V3{v_+8L*u!oUwk;}R)2$@6RvXlS_8?MplKn|mwzFkswy}*R z;8pP8UcB}wDu}sx7q8yLlXtxc;>k;QXC`4=ymn7J^WXpP|M&l&ue*J3U-y0Z+n*~E zQEl9CJ%KC-Em*x%EZkqbxpe(eY3Tv%K#lq9kg=vEESwzp(s`bGH;_`ti-Rm(N&0gX z%JOOOna1RYCQ=d;lA#OPr&TX-&;g{vW$0}|KpkX50MpZuDR>@~ng0Zo#8v-##JpMm`5zum~PL9$vPqKIK9)+CZ@h_fX6$z=C1sBYFT21w?7C zQdwnGn+-MMaST((ue9A77>*?^rV3;c$LU?E2ml!24+aq|KxN;NJaH&lyv5yZ1lzV@ z#*CB^0i*D6O+i)0+-E{2vQ}V>Y*}#=m9J^Vwr=Wi$Yknfq)+T=Z3Mhw>>CALtfo`2 z@Xg4)?(NT!7y55|wA4;&A!}FjWw}(gpZ_!<;nqQVk0ye~%}a3RU55MlyrE>#Urrr}M>l){)yS zvPoQzR6Nu-szdQKs4o%6ZplN~&W@dvXr;wsgU~wKt=`78vuDN Date: Wed, 27 May 2026 16:40:34 +0000 Subject: [PATCH 05/17] Gate user-access page behind admin privilege; allow admin role assignment MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Adds a portfolio-privilege concept (creator > admin > domna employee > write > read > none) and gates all user-access mutations + the pending- invitations view behind it. Plus opens the role dropdown to include "admin" so creators/admins/Domna can promote and demote. Privilege model: - Portfolio creator: full admin powers (cannot be removed/demoted) - Portfolio admin: full admin powers via explicit membership role - Domna employee (email ends @domna.homes, case-insensitive): implicit admin across all portfolios, even if not a member — intended for customer-support / internal-tooling needs - Anyone else (read/write/none): no admin powers Backend: - New pure-function helpers in src/app/lib/portfolioAdmin.ts — isDomnaEmail() and canAdminister(privilege), with 6 tests covering case-insensitivity and look-alike domain rejection - New server helper resolvePortfolioPrivilege() that reads portfolioUsers + checks the email, returning the highest privilege - New denyIfNotAdmin(portfolioId, session) one-liner that returns a 401/403 NextResponse or null; used at the top of every mutating route handler to keep the guard out of the way - POST/PUT/DELETE on /colloborators and GET/DELETE on /invitations are now all gated. Non-admin callers get 403. - GET /colloborators now requires auth and returns `{ users, currentUser: { privilege } }` so the UI knows which actions to expose without an extra round-trip Frontend: - ROLE_OPTIONS extended to ["read", "write", "admin"]. RoleDropdown takes allowAdminPromotion?: boolean to keep the basic dropdown unchanged where promotion isn't allowed. - UsersPermissionsCard derives isAdmin = canAdminister(privilege) from the API response. Invite section, role-change dropdown, Remove button, and the entire Pending Invitations section are now rendered only when isAdmin. Non-admins see a read-only members table. - The invitations useQuery is disabled when !isAdmin, avoiding guaranteed-403 network calls. Defensive note: the UI gating is for UX; the backend guard is the security boundary. A non-admin who hand-crafts a POST still gets 403. Co-Authored-By: Claude Opus 4.7 (1M context) --- .../[portfolioId]/colloborators/route.ts | 45 +++-- .../[portfolioId]/invitations/route.ts | 11 +- src/app/lib/portfolioAdmin.test.ts | 35 ++++ src/app/lib/portfolioAdmin.ts | 19 +++ src/app/lib/resolvePortfolioPrivilege.ts | 65 +++++++ .../settings/UsersPermissionsCard.tsx | 158 +++++++++++------- .../[slug]/(portfolio)/settings/roles.tsx | 34 +++- 7 files changed, 285 insertions(+), 82 deletions(-) create mode 100644 src/app/lib/portfolioAdmin.test.ts create mode 100644 src/app/lib/portfolioAdmin.ts create mode 100644 src/app/lib/resolvePortfolioPrivilege.ts diff --git a/src/app/api/portfolio/[portfolioId]/colloborators/route.ts b/src/app/api/portfolio/[portfolioId]/colloborators/route.ts index b48c61f3..3fc72965 100644 --- a/src/app/api/portfolio/[portfolioId]/colloborators/route.ts +++ b/src/app/api/portfolio/[portfolioId]/colloborators/route.ts @@ -25,15 +25,28 @@ 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"; -// Get colloborators (users) that have access to the portfolio +// Get colloborators (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, @@ -44,9 +57,8 @@ export async function GET( }) .from(portfolioUsers) .leftJoin(user, eq(user.id, portfolioUsers.userId)) - .where(eq(portfolioUsers.portfolioId, BigInt(portfolioId))); + .where(eq(portfolioUsers.portfolioId, pId)); - // Explicitly normalize BigInts to strings const collaborators = rows.map((r) => ({ portfolioUserId: r.portfolioUserId ? r.portfolioUserId.toString() : null, userId: r.userId ? r.userId.toString() : null, @@ -55,7 +67,16 @@ export async function GET( email: r.email ?? "", })); - return NextResponse.json({ users: collaborators }, { status: 200 }); + 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( @@ -73,9 +94,8 @@ export async function DELETE( const { portfolioId } = await props.params; const session = await getServerSession(AuthOptions); - if (!session?.user?.dbId) { - return NextResponse.json({ error: "Not authenticated" }, { status: 401 }); - } + const denied = await denyIfNotAdmin(BigInt(portfolioId), session); + if (denied) return denied; const bodySchema = z.object({ portfolioUserId: z.string() }); let body: z.infer; @@ -135,6 +155,10 @@ export async function PUT( ) { 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(), @@ -195,10 +219,9 @@ export async function POST( const email = normaliseEmail(body.email); const session = await getServerSession(AuthOptions); - if (!session?.user?.dbId) { - return NextResponse.json({ error: "Not authenticated" }, { status: 401 }); - } - const inviterUserId = BigInt(session.user.dbId); + const denied = await denyIfNotAdmin(BigInt(portfolioId), session); + if (denied) return denied; + const inviterUserId = BigInt(session!.user!.dbId!); try { const pId = BigInt(portfolioId); diff --git a/src/app/api/portfolio/[portfolioId]/invitations/route.ts b/src/app/api/portfolio/[portfolioId]/invitations/route.ts index 33ccdba0..6409dad0 100644 --- a/src/app/api/portfolio/[portfolioId]/invitations/route.ts +++ b/src/app/api/portfolio/[portfolioId]/invitations/route.ts @@ -5,6 +5,7 @@ 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 @@ -16,9 +17,8 @@ export async function GET( const { portfolioId } = await props.params; const session = await getServerSession(AuthOptions); - if (!session?.user?.dbId) { - return NextResponse.json({ error: "Not authenticated" }, { status: 401 }); - } + const denied = await denyIfNotAdmin(BigInt(portfolioId), session); + if (denied) return denied; try { const pId = BigInt(portfolioId); @@ -58,9 +58,8 @@ export async function DELETE( const { portfolioId } = await props.params; const session = await getServerSession(AuthOptions); - if (!session?.user?.dbId) { - return NextResponse.json({ error: "Not authenticated" }, { status: 401 }); - } + const denied = await denyIfNotAdmin(BigInt(portfolioId), session); + if (denied) return denied; const bodySchema = z.object({ invitationId: z.string() }); let body: z.infer; 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/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/UsersPermissionsCard.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx index 323ffefe..6e6d58d9 100644 --- a/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx @@ -18,24 +18,35 @@ import { Collaborator, } from "@/app/portfolio/[slug]/(portfolio)/settings/roles"; import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query"; +import { + canAdminister, + type PortfolioPrivilege, +} from "@/app/lib/portfolioAdmin"; type PendingInvitation = { invitationId: string; email: string; - role: Role | "creator" | "admin"; + role: Role | "creator"; createdAt: string; }; -async function getPortfolioUsers(portfolioId: string): Promise { +type CollaboratorsResponse = { + users: Collaborator[]; + currentUser?: { privilege: PortfolioPrivilege }; +}; + +async function getPortfolioUsers( + portfolioId: string, +): Promise { const res = await fetch(`/api/portfolio/${portfolioId}/colloborators`, { method: "GET", headers: { "Content-Type": "application/json" }, }); if (!res.ok) throw new Error("Failed to fetch users"); const json = await res.json(); - const users = Array.isArray(json) ? json : json.users; // support both shapes - return Array.isArray(users) - ? users.map((u: any) => ({ + 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, @@ -43,6 +54,9 @@ async function getPortfolioUsers(portfolioId: string): Promise { role: u.role, })) : []; + const privilege: PortfolioPrivilege | undefined = + json?.currentUser?.privilege; + return privilege ? { users, currentUser: { privilege } } : { users }; } async function getPortfolioInvitations( @@ -139,7 +153,7 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { const invitationsKey = ["portfolioInvitations", portfolioId]; const { - data: collaborators = [], + data: collaboratorsData, isLoading, isFetching, refetch, @@ -150,6 +164,11 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { refetchOnWindowFocus: false, }); + const collaborators = collaboratorsData?.users ?? []; + const currentPrivilege: PortfolioPrivilege = + collaboratorsData?.currentUser?.privilege ?? "none"; + const isAdmin = canAdminister(currentPrivilege); + const { data: invitations = [], isLoading: invitationsLoading, @@ -157,7 +176,9 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { } = useQuery({ queryKey: invitationsKey, queryFn: () => getPortfolioInvitations(portfolioId), - enabled: !!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, }); @@ -177,11 +198,17 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { onMutate: async ({ portfolioUserId, role }) => { await queryClient.cancelQueries({ queryKey: usersKey }); - const previous = queryClient.getQueryData(usersKey); - queryClient.setQueryData(usersKey, (old) => - (old ?? []).map((c) => - c.portfolioUserId === portfolioUserId ? { ...c, role } : c, - ), + const previous = + queryClient.getQueryData(usersKey); + queryClient.setQueryData(usersKey, (old) => + old + ? { + ...old, + users: old.users.map((c) => + c.portfolioUserId === portfolioUserId ? { ...c, role } : c, + ), + } + : old, ); return { previous }; }, @@ -222,9 +249,17 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { onMutate: async (portfolioUserId) => { await queryClient.cancelQueries({ queryKey: usersKey }); - const previous = queryClient.getQueryData(usersKey); - queryClient.setQueryData(usersKey, (old) => - (old ?? []).filter((c) => c.portfolioUserId !== portfolioUserId), + const previous = + queryClient.getQueryData(usersKey); + queryClient.setQueryData(usersKey, (old) => + old + ? { + ...old, + users: old.users.filter( + (c) => c.portfolioUserId !== portfolioUserId, + ), + } + : old, ); return { previous }; }, @@ -305,43 +340,51 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { - {/* 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 +

+ + + setInviteName(e.target.value)} + /> + setInviteEmail(e.target.value)} + /> +
+ +
+ + + + + + )} {/* Current collaborators list */} @@ -381,21 +424,22 @@ 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) } + allowAdminPromotion /> )} - {c.role !== "creator" && ( + {c.role !== "creator" && isAdmin && (
+ )}
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 +} From 27dcc218ce4acdf567ec56986b2ffd119c0c26ea Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Wed, 27 May 2026 16:49:57 +0000 Subject: [PATCH 06/17] visual improvement on groups --- .../your-projects/live/AnalyticsView.tsx | 4 +- .../your-projects/live/GroupFilter.tsx | 159 +++++++++++++++--- .../your-projects/live/LiveTracker.tsx | Bin 20688 -> 22565 bytes 3 files changed, 134 insertions(+), 29 deletions(-) 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 f99dec81..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 GroupFilter, { type GroupOption } from "./GroupFilter"; +import GroupFilter, { type GroupNode } from "./GroupFilter"; import { STAGE_COLORS, STAGE_ORDER } from "./types"; import type { ProjectData, @@ -313,7 +313,7 @@ interface AnalyticsViewProps { ) => void; majorConditionDeals: ClassifiedDeal[]; totalDeals: number; - availableGroups: GroupOption[]; + availableGroups: GroupNode[]; groupFilter: string[]; onGroupFilterChange: (next: string[]) => void; groupFilterActive: boolean; diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/GroupFilter.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/GroupFilter.tsx index 3832c2c4..d9714da8 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/GroupFilter.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/GroupFilter.tsx @@ -1,6 +1,7 @@ "use client"; -import { ChevronDown, Layers } from "lucide-react"; +import { Fragment } from "react"; +import { ChevronDown, Layers, Minus } from "lucide-react"; import { DropdownMenu, DropdownMenuCheckboxItem, @@ -11,14 +12,28 @@ import { } from "@/app/shadcn_components/ui/dropdown-menu"; import { Card } from "@/app/shadcn_components/ui/card"; -export type GroupOption = { +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: GroupOption[]; + options: GroupNode[]; selected: string[]; onChange: (next: string[]) => void; variant?: "card" | "inline"; @@ -34,7 +49,9 @@ function GroupDropdown({ triggerClassName: string; align?: "start" | "end"; }) { - const toggle = (value: string, checked: boolean) => { + const selectedSet = new Set(selected); + + const toggleLeaf = (value: string, checked: boolean) => { if (checked) { onChange([...selected, value]); } else { @@ -42,16 +59,44 @@ function GroupDropdown({ } }; - const selectedLabels = selected - .map((v) => options.find((o) => o.value === v)?.label) - .filter((l): l is string => l !== undefined); + 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 = - selectedLabels.length === 0 + triggerChunks.length === 0 ? "All groups" - : selectedLabels.length === 1 - ? selectedLabels[0] - : `${selectedLabels[0]} +${selectedLabels.length - 1}`; + : triggerChunks.length === 1 + ? triggerChunks[0] + : `${triggerChunks[0]} +${triggerChunks.length - 1}`; return ( @@ -66,7 +111,7 @@ function GroupDropdown({ Groups @@ -82,21 +127,81 @@ function GroupDropdown({
- {options.map((opt) => ( - toggle(opt.value, !!val)} - onSelect={(e) => e.preventDefault()} - className="text-sm" - > - {opt.muted ? ( - {opt.label} - ) : ( - opt.label - )} - - ))} + {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 && } + toggleParent(childValues)} + onSelect={(e) => e.preventDefault()} + className="text-sm font-semibold" + > + {parentState === "indeterminate" && ( + + + + )} + {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) + )} + + ))} + + ); + })}
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 225fee1f116afa88298e21b42c69d68eaf3be5af..dd8b3bf4e046d27e068de2fb21edd7c57d5d80d5 100644 GIT binary patch delta 3013 zcmb_e&2HRO6js$xq|gwMy6Ga)iG_-dCT_z5!Az%7lT;v-qDoys6e)M?GZ~ZXANgJ< z8bu?+D=_R43l{7uqdY5WQMu)mWlxISMKpJce8D7Fml#fk; zCw?$;Vr=6f=zhm16n}iOd}rfyO=U0n##W*}ge;DIeG!`t?Ujp4%={}|QjM;I2JKM~ zI|M%t4XJy3;CVqvv!s5|h3P4le{6Vl^K4-oEp(}53VwqT$Lvhb;4yp}K#8&{GrIC< zUB{8A_p9g}Nq2LDl$OzmnnH>!6X218I(>QIvx&egLYU~hIxrj<1Sj)-C0`5Tb5>Xo z2Mt^;np0AtZ;}x5X@gDx4Kn6CPAZ^kwr+Ta(no_#00hnPNo~jhP?4d=7F)=hG|{CE zbYKrF)5(sdXeD8-^dt&QJJYSH8zZk#qEBCUcs@%DIp1+Ngt7iKDTSo9Lp}q>iy51s zOd`g~VXn4aICbL7yi^eQ%xZ1`6Z9I6bF`Lf8b;R+c}~ONL7uAh=bMHN&K4aj620MKwE@J?Y+&_S zd+BLevUxZy^VDxZKF7K6gTOi@6aHB#VdOsnzQ>7B=DP z(XeH+DPot}MYysrYMVrA;zPJFH1EObM^_idCky!Nho3e1Zu1;@Jx~zS@hAA=KgV4Vqy6g50 zuK0HLs=?)Tu>D`C5&vRFiac7u-x5I#t2eN-41yj601IcS12~740=3xn+}fjN`PwZ- zvaI!PSGs)EI#eTy#$blX8&lg%N72?MB& delta 1233 zcma)6L2lDP6jfDG5ENLTqJji^L{()=sjIdtQrfC2RaXcQ5(^M&CeEaBJ04pzV_K7h za0hdNF4$La0gk{0*l+?C9Dwf`Cn>0lT8cFJ^Z$GAzyIwoXH!2;r_OFo&pb~}l*n(j z>G>=cinUDzYg)OqL414kp3l)Z}PSE|Ey8w2g<&Fllqrb`pxLO$nK7bA{SAVZBhv zArFnNRSFY@<1UwFZSnI)eMmjToXJQY2(GmsINn!@G7ZX6oEWn3hy>x+r_W=tok(d@ zKi|w!B1I0#Pbl2UgvggzOLJ))o?s-m1YjcVvKBW{NZlSs=2|x*XUNmy{_LB|>f&T} zXAkt4JmuJxM&;PRo=URR%>s+)Rk9jbK_9F1Tf<P;t}bUvq+UC)^TE~@YBfJFDvCY--`sMdHnk8}9t}$c zfZztyyviF+|EMDBRQrO(MeClAo)ujd*#bi9!HTOxkW-?8=0eYk7+41vdL`kYSwH7M z)j2R2f(y+t=D7^M1-}?>f>x4V0xUw)lL-#WVfp{*jWfgBv{fqO6SmdS*hsu%yTFjK zMX0QyK+(T@ulPRqusFRtN3OdqZD6h3bN5VKsY0XqYi`{9>(29PpaYv`t#iv0=;#B- z6Ri4B++<4P?K?Ng>hHEvEDt(rn8e-)+|EvWzF(0Bn%*VPW7M*bjZLt?NyQRcqhr5M zVLRHuq DJEDNK From 171c586db192464cbaaab415e52ac72fa534deea Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Wed, 27 May 2026 16:54:58 +0000 Subject: [PATCH 07/17] Added database migration files --- .../migrations/0212_sweet_the_anarchist.sql | 12 + src/app/db/migrations/meta/0212_snapshot.json | 10119 ++++++++++++++++ src/app/db/migrations/meta/_journal.json | 7 + 3 files changed, 10138 insertions(+) create mode 100644 src/app/db/migrations/0212_sweet_the_anarchist.sql create mode 100644 src/app/db/migrations/meta/0212_snapshot.json 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/meta/0212_snapshot.json b/src/app/db/migrations/meta/0212_snapshot.json new file mode 100644 index 00000000..cffdb8e6 --- /dev/null +++ b/src/app/db/migrations/meta/0212_snapshot.json @@ -0,0 +1,10119 @@ +{ + "id": "689fa18b-b97a-4ebb-8993-8df7f1d4d6b9", + "prevId": "59937cdb-de09-43e9-ac9d-f9c34f95ce75", + "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 + }, + "task_id": { + "name": "task_id", + "type": "uuid", + "primaryKey": false, + "notNull": false + }, + "combined_output_s3_uri": { + "name": "combined_output_s3_uri", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.aspect_condition": { + "name": "aspect_condition", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "element_id": { + "name": "element_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "aspect_type": { + "name": "aspect_type", + "type": "aspect_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "aspect_instance": { + "name": "aspect_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + }, + "value": { + "name": "value", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "quantity": { + "name": "quantity", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "install_date": { + "name": "install_date", + "type": "date", + "primaryKey": false, + "notNull": false + }, + "renewal_year": { + "name": "renewal_year", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "comments": { + "name": "comments", + "type": "text", + "primaryKey": false, + "notNull": false + } + }, + "indexes": {}, + "foreignKeys": { + "aspect_condition_element_id_element_id_fk": { + "name": "aspect_condition_element_id_element_id_fk", + "tableFrom": "aspect_condition", + "tableTo": "element", + "columnsFrom": [ + "element_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.element": { + "name": "element", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "survey_id": { + "name": "survey_id", + 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"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 49817c83..c2948899 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1485,6 +1485,13 @@ "when": 1779898075572, "tag": "0211_lovely_sue_storm", "breakpoints": true + }, + { + "idx": 212, + "version": "7", + "when": 1779900843875, + "tag": "0212_sweet_the_anarchist", + "breakpoints": true } ] } \ No newline at end of file From 66cc71d228865061265cda36b5a184d7a72d4d39 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Wed, 27 May 2026 17:12:00 +0000 Subject: [PATCH 08/17] Fix collaborators-not-iterable crash; rename misspelled colloborators route MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Crash root cause: UsersPermissionsCard and CapabilitiesCard both used the TanStack Query key ["portfolioUsers", id], but a previous change made UsersPermissionsCard's fetcher return { users, currentUser } while CapabilitiesCard's still returned an array. TanStack Query dedupes by key — whichever component mounted first won the cache; the other read an incompatible shape and crashed on `for (const c of collaborators)`. Fix: extracted a single shared fetcher (collaboratorsClient.ts) so both components import the same fetchCollaborators function and consume the same response shape. CapabilitiesCard projects data?.users ?? []; the shared cache stays consistent regardless of mount order. Also rename the route folder from "colloborators" to "collaborators" (spelling fix). Used git mv so history follows. Fetch URLs, console error labels, and the route doc comment updated. Co-Authored-By: Claude Opus 4.7 (1M context) --- .../{colloborators => collaborators}/route.ts | 8 ++-- .../(portfolio)/settings/CapabilitiesCard.tsx | 27 ++++-------- .../settings/UsersPermissionsCard.tsx | 44 +++++-------------- .../settings/collaboratorsClient.ts | 35 +++++++++++++++ 4 files changed, 58 insertions(+), 56 deletions(-) rename src/app/api/portfolio/[portfolioId]/{colloborators => collaborators}/route.ts (97%) create mode 100644 src/app/portfolio/[slug]/(portfolio)/settings/collaboratorsClient.ts diff --git a/src/app/api/portfolio/[portfolioId]/colloborators/route.ts b/src/app/api/portfolio/[portfolioId]/collaborators/route.ts similarity index 97% rename from src/app/api/portfolio/[portfolioId]/colloborators/route.ts rename to src/app/api/portfolio/[portfolioId]/collaborators/route.ts index 3fc72965..53bdb444 100644 --- a/src/app/api/portfolio/[portfolioId]/colloborators/route.ts +++ b/src/app/api/portfolio/[portfolioId]/collaborators/route.ts @@ -30,7 +30,7 @@ import { resolvePortfolioPrivilege, } from "@/app/lib/resolvePortfolioPrivilege"; -// Get colloborators (users) that have access to the portfolio, plus the +// 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( @@ -140,7 +140,7 @@ export async function DELETE( { status: 200 }, ); } catch (err) { - console.error("DELETE /colloborators error:", err); + console.error("DELETE /collaborators error:", err); return NextResponse.json( { error: "Failed to remove user" }, { status: 500 }, @@ -184,7 +184,7 @@ export async function PUT( { status: 200 } ); } catch (err) { - console.error("PUT /colloborators error:", err); + console.error("PUT /collaborators error:", err); return NextResponse.json( { error: "Failed to update role" }, { status: 500 } @@ -372,7 +372,7 @@ export async function POST( { status: 200 }, ); } catch (err) { - console.error("POST /colloborators error:", err); + console.error("POST /collaborators error:", err); return NextResponse.json( { error: "Failed to invite user" }, { status: 500 } 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 6e6d58d9..a5f61cf3 100644 --- a/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx @@ -22,6 +22,11 @@ import { canAdminister, type PortfolioPrivilege, } from "@/app/lib/portfolioAdmin"; +import { + COLLABORATORS_QUERY_KEY, + fetchCollaborators, + type CollaboratorsResponse, +} from "./collaboratorsClient"; type PendingInvitation = { invitationId: string; @@ -30,35 +35,6 @@ type PendingInvitation = { createdAt: string; }; -type CollaboratorsResponse = { - users: Collaborator[]; - currentUser?: { privilege: PortfolioPrivilege }; -}; - -async function getPortfolioUsers( - portfolioId: string, -): Promise { - const res = await fetch(`/api/portfolio/${portfolioId}/colloborators`, { - method: "GET", - headers: { "Content-Type": "application/json" }, - }); - if (!res.ok) throw new Error("Failed to fetch users"); - const json = await res.json(); - const rawUsers = Array.isArray(json) ? json : json.users; - const users: Collaborator[] = Array.isArray(rawUsers) - ? rawUsers.map((u: any) => ({ - portfolioUserId: String(u.portfolioUserId), - userId: String(u.userId), - name: u.name ?? null, - email: u.email ?? "", - role: u.role, - })) - : []; - const privilege: PortfolioPrivilege | undefined = - json?.currentUser?.privilege; - return privilege ? { users, currentUser: { privilege } } : { users }; -} - async function getPortfolioInvitations( portfolioId: string, ): Promise { @@ -84,7 +60,7 @@ async function updatePortfolioUserRole( portfolioUserId: string, role: Role, ): Promise { - const res = await fetch(`/api/portfolio/${portfolioId}/colloborators`, { + const res = await fetch(`/api/portfolio/${portfolioId}/collaborators`, { method: "PUT", headers: { "Content-Type": "application/json" }, body: JSON.stringify({ portfolioUserId, role }), @@ -101,7 +77,7 @@ async function invitePortfolioUser( role: Role, name: string, ): Promise { - const res = await fetch(`/api/portfolio/${portfolioId}/colloborators`, { + const res = await fetch(`/api/portfolio/${portfolioId}/collaborators`, { method: "POST", headers: { "Content-Type": "application/json" }, body: JSON.stringify({ email, role, name }), @@ -116,7 +92,7 @@ async function removePortfolioUser( portfolioId: string, portfolioUserId: string, ): Promise { - const res = await fetch(`/api/portfolio/${portfolioId}/colloborators`, { + const res = await fetch(`/api/portfolio/${portfolioId}/collaborators`, { method: "DELETE", headers: { "Content-Type": "application/json" }, body: JSON.stringify({ portfolioUserId }), @@ -149,7 +125,7 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { const queryClient = useQueryClient(); - const usersKey = ["portfolioUsers", portfolioId]; + const usersKey = COLLABORATORS_QUERY_KEY(portfolioId); const invitationsKey = ["portfolioInvitations", portfolioId]; const { @@ -159,7 +135,7 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { refetch, } = useQuery({ queryKey: usersKey, - queryFn: () => getPortfolioUsers(portfolioId), + queryFn: () => fetchCollaborators(portfolioId), enabled: !!portfolioId, refetchOnWindowFocus: false, }); diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/collaboratorsClient.ts b/src/app/portfolio/[slug]/(portfolio)/settings/collaboratorsClient.ts new file mode 100644 index 00000000..85d5a171 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/settings/collaboratorsClient.ts @@ -0,0 +1,35 @@ +import type { Collaborator } from "./roles"; +import type { PortfolioPrivilege } from "@/app/lib/portfolioAdmin"; + +export type CollaboratorsResponse = { + users: Collaborator[]; + currentUser?: { privilege: PortfolioPrivilege }; +}; + +// Shared fetcher used by every component that queries the portfolio user +// list. Keeping a single function (and a single response shape) means +// useQuery deduping behaves correctly when the user-access page mounts +// both UsersPermissionsCard and CapabilitiesCard against the same key. +export async function fetchCollaborators( + portfolioId: string, +): Promise { + const res = await fetch(`/api/portfolio/${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; From f3887a215c20395c8493671aaaea316fb1ccf6f8 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Wed, 27 May 2026 17:29:36 +0000 Subject: [PATCH 09/17] Polish user-access UX: shadcn confirm dialog + toast feedback MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Two small UX upgrades on the portfolio user-access page: - Replace native confirm() prompts (for "Remove user" and "Revoke invitation") with a shadcn-based ConfirmDialog. Shows the email of the user/invitation being acted on, disables buttons while the mutation is in flight, and matches the visual language of the rest of the app. New ConfirmDialog component is generic and reusable. - Toast on every mutation outcome (invite/remove/revoke, success and failure), using the existing useToast hook. Invite success now surfaces "Invitation sent — We've emailed …" so admins get immediate feedback that the email was dispatched, instead of just the form silently clearing. Co-Authored-By: Claude Opus 4.7 (1M context) --- src/app/components/ConfirmDialog.tsx | 65 ++++++++++ .../settings/UsersPermissionsCard.tsx | 111 ++++++++++++++++-- 2 files changed, 167 insertions(+), 9 deletions(-) create mode 100644 src/app/components/ConfirmDialog.tsx 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/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx index a5f61cf3..c6a07a5f 100644 --- a/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx @@ -27,6 +27,8 @@ import { fetchCollaborators, type CollaboratorsResponse, } from "./collaboratorsClient"; +import { ConfirmDialog } from "@/app/components/ConfirmDialog"; +import { useToast } from "@/app/hooks/use-toast"; type PendingInvitation = { invitationId: string; @@ -122,7 +124,12 @@ 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); @@ -209,13 +216,22 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { role: Role; name: string; }) => invitePortfolioUser(portfolioId, email, role, name), - onSuccess: () => { + onSuccess: (_data, vars) => { invalidateBoth(); setInviteEmail(""); setInviteName(""); + toast({ + title: "Invitation sent", + description: `We've emailed ${vars.email} an invitation to this portfolio.`, + }); }, onError: (err) => { console.error("Invite failed:", err); + toast({ + title: "Couldn't send invitation", + description: err instanceof Error ? err.message : "Please try again.", + variant: "destructive", + }); }, }); @@ -239,14 +255,29 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { ); return { previous }; }, + onSuccess: (_data, _portfolioUserId) => { + const email = pendingRemoval?.email; + toast({ + title: "User removed", + description: email + ? `${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); }, }); @@ -263,14 +294,29 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { ); 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); }, }); @@ -286,14 +332,22 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { changeRoleMutation.mutate({ portfolioUserId, role }); } - function onRemove(portfolioUserId: string) { - if (!confirm("Remove this user from the portfolio?")) return; - removeUserMutation.mutate(portfolioUserId); + function onRemove(portfolioUserId: string, email: string) { + setPendingRemoval({ portfolioUserId, email }); } - function onRevokeInvitation(invitationId: string) { - if (!confirm("Revoke this pending invitation?")) return; - revokeInvitationMutation.mutate(invitationId); + 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 ( @@ -419,7 +473,9 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { + + + + ))} + + )} + + )} + - - Help - + {({ active }) => ( + + Help + + )} - + {({ active }) => ( - + )} diff --git a/src/app/email_templates/portfolio_invitation.ts b/src/app/email_templates/portfolio_invitation.ts index 738e7d8a..62b3c751 100644 --- a/src/app/email_templates/portfolio_invitation.ts +++ b/src/app/email_templates/portfolio_invitation.ts @@ -39,13 +39,8 @@ export async function PortfolioInvitationEmail({ const host = parsed.host; const logoUrl = `${parsed.origin}/domna-email-logo.png`; - const subject = - mode === "existing-user" - ? `You've been added to ${portfolioName} on Ara` - : `${inviterName} invited you to join ${portfolioName} on Ara`; - - const ctaLabel = - mode === "existing-user" ? "Open portfolio" : "Sign in to Ara"; + const subject = `${inviterName} invited you to join ${portfolioName} on Ara`; + const ctaLabel = "Sign in to Ara"; const result = await transport.sendMail({ to: identifier, @@ -104,15 +99,11 @@ function domnaHtml({ const brown = "#c4a47c"; const background = "#F9F9F9"; - const heading = - mode === "existing-user" - ? `You've been added to ${portfolioName}` - : `${inviterName} invited you to ${portfolioName}`; - + const heading = `${inviterName} invited you to ${portfolioName}`; const explainer = mode === "existing-user" - ? `${inviterName} added you to the ${portfolioName} portfolio on Ara. Open it below to start collaborating.` - : `${inviterName} invited you to join the ${portfolioName} portfolio on Ara. Sign in with this email address to accept the invitation.`; + ? `${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 ` @@ -159,14 +150,11 @@ function plainText({ ctaLabel: string; mode: InvitationMode; }) { - const heading = - mode === "existing-user" - ? `You've been added to ${portfolioName}` - : `${inviterName} invited you to ${portfolioName}`; + const heading = `${inviterName} invited you to ${portfolioName}`; const explainer = mode === "existing-user" - ? `${inviterName} added you to the ${portfolioName} portfolio on Ara.` - : `${inviterName} invited you to join the ${portfolioName} portfolio on Ara. Sign in with this email address to accept.`; + ? `${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} From 676ad5b10722e22beb2ec29faf9fe6debbdfa73c Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Thu, 28 May 2026 09:49:32 +0000 Subject: [PATCH 12/17] Fix lint errors blocking the Vercel build MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit - Escape apostrophe in the revoke-invitation ConfirmDialog description (react/no-unescaped-entities) - Add role="tab" to the two tab-button arrays in PropertyDetailDrawer and DealPage so aria-selected is valid for that element (jsx-a11y/role-supports-aria-props) The aria-selected warnings were pre-existing in those files but the build now blocks on warnings as well as errors. The fix is the correct ARIA pattern — these buttons are real tabs, role="tab" is what aria-selected expects. Co-Authored-By: Claude Opus 4.7 (1M context) --- .../[slug]/(portfolio)/settings/UsersPermissionsCard.tsx | 2 +- .../(portfolio)/your-projects/live/PropertyDetailDrawer.tsx | 1 + .../[slug]/(portfolio)/your-projects/live/[dealId]/DealPage.tsx | 1 + 3 files changed, 3 insertions(+), 1 deletion(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx index c6a07a5f..bf049b66 100644 --- a/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx @@ -589,7 +589,7 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { description={ pendingRevoke ? ( <> - {pendingRevoke.email} won't + {pendingRevoke.email} won't be able to accept this invitation. You can invite them again later. 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) => ( + + + + + ); } From 618a92a06d8dda176e50fa5ba9afe4ac85b0f681 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Thu, 28 May 2026 11:13:59 +0000 Subject: [PATCH 14/17] Drop the unused invitee name field from the invite flow MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit The Full name input on the user-access card was never persisted (no column on portfolio_invitations), never used in the invitation email (only the inviter's name appears there), and never displayed in the pending-invitations table — purely dead weight on the form. Removing the input, the request-body field, and the response-payload reference. Extracts the POST body schema to a named inviteRequestSchema export so the contract change is locked in by a unit test rather than left implicit. Co-Authored-By: Claude Opus 4.7 (1M context) --- .../[portfolioId]/collaborators/route.test.ts | 46 +++++++++++++++++++ .../[portfolioId]/collaborators/route.ts | 21 +++++---- .../settings/UsersPermissionsCard.tsx | 22 ++------- 3 files changed, 60 insertions(+), 29 deletions(-) create mode 100644 src/app/api/portfolio/[portfolioId]/collaborators/route.test.ts diff --git a/src/app/api/portfolio/[portfolioId]/collaborators/route.test.ts b/src/app/api/portfolio/[portfolioId]/collaborators/route.test.ts new file mode 100644 index 00000000..7b855f3f --- /dev/null +++ b/src/app/api/portfolio/[portfolioId]/collaborators/route.test.ts @@ -0,0 +1,46 @@ +import { describe, expect, it } from "vitest"; + +import { inviteRequestSchema } from "./route"; + +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/route.ts b/src/app/api/portfolio/[portfolioId]/collaborators/route.ts index 41c82c23..8fa8ca8d 100644 --- a/src/app/api/portfolio/[portfolioId]/collaborators/route.ts +++ b/src/app/api/portfolio/[portfolioId]/collaborators/route.ts @@ -192,6 +192,13 @@ export async function PUT( } } +// Body schema for the invite endpoint. Exported so the contract can be +// unit-tested directly — see route.test.ts. +export const inviteRequestSchema = z.object({ + email: z.string().email(), + role: z.enum(ROLE_OPTIONS), +}); + // POST: invite a user by email. // // Unified flow: in nearly every case we write a pending portfolio_invitations @@ -204,15 +211,9 @@ export async function POST( ) { const { portfolioId } = await props.params; - const bodySchema = z.object({ - email: z.string().email(), - role: z.enum(ROLE_OPTIONS), - name: z.string(), - }); - - let body: z.infer; + let body: z.infer; try { - body = bodySchema.parse(await req.json()); + body = inviteRequestSchema.parse(await req.json()); } catch { return NextResponse.json({ error: "Invalid body" }, { status: 400 }); } @@ -283,7 +284,7 @@ export async function POST( portfolioUserId: existingMembership.id.toString(), userId: existingUser.id.toString(), role: body.role, - name: existingUser.firstName ?? body.name ?? null, + name: existingUser.firstName ?? null, email, kind: "member" as const, }, @@ -337,7 +338,7 @@ export async function POST( userId: null, invitationId: invitation.id.toString(), role: invitation.role, - name: body.name ?? null, + name: null, email, kind: "invitation" as const, }, diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx index bf049b66..d3973707 100644 --- a/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/settings/UsersPermissionsCard.tsx @@ -77,12 +77,11 @@ async function invitePortfolioUser( portfolioId: string, email: string, role: Role, - name: string, ): Promise { 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(() => ""); @@ -123,7 +122,6 @@ async function revokePortfolioInvitation( 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] = @@ -210,16 +208,13 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { mutationFn: ({ email, role, - name, }: { email: string; role: Role; - name: string; - }) => invitePortfolioUser(portfolioId, email, role, name), + }) => invitePortfolioUser(portfolioId, email, role), onSuccess: (_data, vars) => { invalidateBoth(); setInviteEmail(""); - setInviteName(""); toast({ title: "Invitation sent", description: `We've emailed ${vars.email} an invitation to this portfolio.`, @@ -324,7 +319,6 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) { inviteUserMutation.mutate({ email: inviteEmail, role: inviteRole, - name: inviteName, }); } @@ -380,12 +374,6 @@ export function UsersPermissionsCard({ portfolioId }: { portfolioId: string }) {

- setInviteName(e.target.value)} - /> {inviteUserMutation.isPending ? "Inviting..." : "Invite"} From f26156ddb5501a3ba32d9bbcf02c799ae4845c8b Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Thu, 28 May 2026 11:17:21 +0000 Subject: [PATCH 15/17] added x margin --- .../[slug]/components/PropertyTable.tsx | 22 +++++++++++++------ 1 file changed, 15 insertions(+), 7 deletions(-) diff --git a/src/app/portfolio/[slug]/components/PropertyTable.tsx b/src/app/portfolio/[slug]/components/PropertyTable.tsx index 5e345839..e12550ea 100644 --- a/src/app/portfolio/[slug]/components/PropertyTable.tsx +++ b/src/app/portfolio/[slug]/components/PropertyTable.tsx @@ -146,8 +146,8 @@ function EmptyPropertyState() {

- Hover over “New Property” to start adding properties - to your portfolio. + Hover over “New Property” to start adding + properties to your portfolio.

@@ -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.
)} From 7ced6c08188455ab26fe4629d084d40b0d0f69ca Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Thu, 28 May 2026 11:29:54 +0000 Subject: [PATCH 16/17] Move inviteRequestSchema out of route.ts to satisfy Next 15 build Next.js 15 enforces a strict allowlist of named exports from route.ts files; "inviteRequestSchema" was rejected by the route-validator with "is not a valid Route export field" during npm run build. Splitting the schema into a sibling module (which is exempt from the allowlist) and importing it from route.ts and the test. Renames the test file to match its target module. Co-Authored-By: Claude Opus 4.7 (1M context) --- .../{route.test.ts => inviteRequestSchema.test.ts} | 2 +- .../[portfolioId]/collaborators/inviteRequestSchema.ts | 10 ++++++++++ .../api/portfolio/[portfolioId]/collaborators/route.ts | 8 +------- 3 files changed, 12 insertions(+), 8 deletions(-) rename src/app/api/portfolio/[portfolioId]/collaborators/{route.test.ts => inviteRequestSchema.test.ts} (94%) create mode 100644 src/app/api/portfolio/[portfolioId]/collaborators/inviteRequestSchema.ts diff --git a/src/app/api/portfolio/[portfolioId]/collaborators/route.test.ts b/src/app/api/portfolio/[portfolioId]/collaborators/inviteRequestSchema.test.ts similarity index 94% rename from src/app/api/portfolio/[portfolioId]/collaborators/route.test.ts rename to src/app/api/portfolio/[portfolioId]/collaborators/inviteRequestSchema.test.ts index 7b855f3f..e332c555 100644 --- a/src/app/api/portfolio/[portfolioId]/collaborators/route.test.ts +++ b/src/app/api/portfolio/[portfolioId]/collaborators/inviteRequestSchema.test.ts @@ -1,6 +1,6 @@ import { describe, expect, it } from "vitest"; -import { inviteRequestSchema } from "./route"; +import { inviteRequestSchema } from "./inviteRequestSchema"; describe("inviteRequestSchema", () => { it("accepts an invite request with just email and role (no name)", () => { 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 index 8fa8ca8d..4db4432b 100644 --- a/src/app/api/portfolio/[portfolioId]/collaborators/route.ts +++ b/src/app/api/portfolio/[portfolioId]/collaborators/route.ts @@ -29,6 +29,7 @@ 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 @@ -192,13 +193,6 @@ export async function PUT( } } -// Body schema for the invite endpoint. Exported so the contract can be -// unit-tested directly — see route.test.ts. -export const inviteRequestSchema = z.object({ - email: z.string().email(), - role: z.enum(ROLE_OPTIONS), -}); - // POST: invite a user by email. // // Unified flow: in nearly every case we write a pending portfolio_invitations From d37ce12f10454b1c97202b22756aeac8d695746a Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Thu, 28 May 2026 12:01:22 +0000 Subject: [PATCH 17/17] booking status --- .../db/migrations/0214_superb_maelstrom.sql | 1 + src/app/db/migrations/meta/0214_snapshot.json | 10125 ++++++++++++++++ src/app/db/migrations/meta/_journal.json | 7 + src/app/db/schema/crm/hubspot_deal_table.ts | 1 + 4 files changed, 10134 insertions(+) create mode 100644 src/app/db/migrations/0214_superb_maelstrom.sql create mode 100644 src/app/db/migrations/meta/0214_snapshot.json 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/0214_snapshot.json b/src/app/db/migrations/meta/0214_snapshot.json new file mode 100644 index 00000000..9e8ff3a1 --- /dev/null +++ b/src/app/db/migrations/meta/0214_snapshot.json @@ -0,0 +1,10125 @@ +{ + "id": "2afd2da4-e5c1-4901-abc1-10da26265c48", + "prevId": "61e58122-1f74-49e4-a0ab-b2c94b06e513", + "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", + 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"kitchen_extractor_fan", + "bathroom", + "secondary_bathroom", + "secondary_toilet", + "bathroom_extractor_fan", + "additional_wc_or_whb", + "bathroom_remaining_life_source", + "kitchen_remaining_life_source", + "central_heating", + "heating_boiler", + "heating_distribution", + "secondary_heating", + "hot_water_system", + "cold_water_storage", + "heating_system", + "boiler_fuel", + "water_heating", + "programmable_heating", + "community_heating", + "gas_available", + "heat_recovery_units", + "heating_improvements", + "electrical_wiring", + "consumer_unit", + "smoke_detection", + "heat_detection", + "carbon_monoxide_detection", + "fire_door_rating", + "fire_risk_assessment", + "internal_wiring", + "electrics", + "communal_heating", + "communal_boiler", + "communal_electrics", + "communal_fire_alarm", + "communal_emergency_lighting", + "communal_door_entry", + "communal_cctv", + "communal_bin_store", + "communal_bin_store_doors", + "communal_bin_store_walls", + "communal_bin_store_roof", + "communal_refuse_chute", + "communal_floor_covering", + "communal_kitchen", + "communal_bathroom", + "communal_toilets", + "communal_gates", + "communal_lift", + "communal_passenger_lift", + "communal_balcony_walkway", + "communal_entrance", + "communal_internal_decorations", + "communal_internal_floor", + "communal_walkways", + "communal_external_doors", + "communal_stairs", + "communal_aerial", + "communal_aov", + "communal_internal_doors", + "communal_lateral_mains", + "communal_lighting", + "communal_lighting_conductor", + "communal_store_roof", + "communal_store_walls", + "communal_store_doors", + "communal_warden_call_system", + "communal_bms", + "communal_booster_pump", + "communal_dry_riser", + "communal_wet_riser", + "communal_cold_water_storage", + "communal_sprinkler", + "communal_plug_sockets", + "communal_circulation_space", + "ffhh_damp", + "ffhh_hold_and_cold_water", + "ffhh_drainage_lavatories", + "ffhh_neglected", + "ffhh_natural_light", + "ffhh_ventilation", + "ffhh_food_prep_and_washup", + "ffhh_unsafe_layout", + "ffhh_unstable_building", + "hhsrs_damp_and_mould", + "hhsrs_excess_cold", + "hhsrs_excess_heat", + "hhsrs_asbestos_and_mmf", + "hhsrs_biocides", + "hhsrs_carbon_monoxide", + "hhsrs_lead", + "hhsrs_radiation", + "hhsrs_uncombusted_fuel_gas", + "hhsrs_volatile_organic_compounds", + "hhsrs_crowding_and_space", + "hhsrs_entry_by_intruders", + "hhsrs_lighting", + "hhsrs_noise", + "hhsrs_domestic_hygiene_pests_refuse", + "hhsrs_food_safety", + "hhsrs_personal_hygiene_sanitation", + "hhsrs_water_supply", + "hhsrs_falls_associated_with_baths", + "hhsrs_falls_on_level_surfaces", + "hhsrs_falls_on_stairs", + "hhsrs_falls_between_levels", + "hhsrs_electrical_hazards", + "hhsrs_fire", + "hhsrs_flames_hot_surfaces", + "hhsrs_collision_and_entrapment", + "hhsrs_collision_hazards_low_headroom", + "hhsrs_explosions", + "hhsrs_ergonomics", + "hhsrs_structural_collapse", + "hhsrs_amenities" + ] + }, + "public.document_type": { + "name": "document_type", + "schema": "public", + "values": [ + "EPR", + "Condition Report", + "Evidence Report", + "Summary Information", + "Floor Plan", + "Scenario Draft EPC", + "Scenario Site Notes" + ] + }, + "public.scheme": { + "name": "scheme", + "schema": "public", + "values": [ + "eco4", + "gbis", + "whlg", + "none" + ] + }, + "public.inspection_archetype_2": { + "name": "inspection_archetype_2", + "schema": "public", + "values": [ + "detached", + "mid-terrace", + "enclosed mid-terrace", + "end-terrace", + "enclosed end-terrace", + "semi-detached" + ] + }, + "public.inspection_archetype": { + "name": "inspection_archetype", + "schema": "public", + "values": [ + "Bungalow", + "Flat", + "Maisonette", + "House", + "non-domestic" + ] + }, + "public.inspection_borescoped": { + "name": "inspection_borescoped", + "schema": "public", + "values": [ + "yes", + "no", + "refused" + ] + }, + "public.inspections_access_issues": { + "name": "inspections_access_issues", + "schema": "public", + "values": [ + "see notes", + "damp issues", + "foliage on walls", + "bushes against wall", + "trees around/anove property", + "high rise block flats/maisonettes", + "conservatory", + "lean-to", + "garage", + "extension", + "decking", + "shed against wall" + ] + }, + "public.inspections_cladding": { + "name": "inspections_cladding", + "schema": "public", + "values": [ + "none", + "cladded with “sufficient space to fill the wall”", + "cladded with “insufficient space to fill the wall”" + ] + }, + "public.inspections_insulation_material": { + "name": "inspections_insulation_material", + "schema": "public", + "values": [ + "empty 50-90", + "empty 100+", + "empty 30-40", + "empty less than 30", + "loose fibre/wool", + "eps/celo/king", + "fibre batts - with cavity", + "fibre batts - no cavity", + "loose bead", + "glued bead", + "formaldehyde", + "bubble wrap", + "poly chunks" + ] + }, + "public.inspections_rendered": { + "name": "inspections_rendered", + "schema": "public", + "values": [ + "no render", + "rendered with “insufficient” space between dpc and render", + "rendered with “sufficient” space between dpc and render" + ] + }, + "public.inspections_roof_orientation": { + "name": "inspections_roof_orientation", + "schema": "public", + "values": [ + "north", + "east", + "south", + "west", + "north-east", + "north-west", + "south-east", + "south-west", + "n/s split", + "e/w split", + "ne/sw split", + "nw/se split", + "flat roof", + "no roof", + "roof too small", + "already has solar pv" + ] + }, + "public.inspections_tile_hung": { + "name": "inspections_tile_hung", + "schema": "public", + "values": [ + "yes", + "no", + "first floor flats are tile hung" + ] + }, + "public.inspections_wall_construction": { + "name": "inspections_wall_construction", + "schema": "public", + "values": [ + "cavity", + "solid", + "system built", + "timber framed", + "steel framed", + "re-walled cavity", + "mansard pre-fab", + "mansard ewi", + "mansard re-walled" + ] + }, + "public.inspections_wall_insulation": { + "name": "inspections_wall_insulation", + "schema": "public", + "values": [ + "empty cavity", + "filled at build", + "partial", + "retro drilled", + "ewi", + "iwi", + "solid non-cavity", + "system built", + "timber framed", + "steel framed" + ] + }, + "public.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 95eb18cb..3fc3f2f9 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1499,6 +1499,13 @@ "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 fa2cabd1..1a651107 100644 --- a/src/app/db/schema/crm/hubspot_deal_table.ts +++ b/src/app/db/schema/crm/hubspot_deal_table.ts @@ -23,6 +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"),