diff --git a/src/app/api/live-tracking/property-documents/route.ts b/src/app/api/live-tracking/property-documents/route.ts index 912dba8..81081a4 100644 --- a/src/app/api/live-tracking/property-documents/route.ts +++ b/src/app/api/live-tracking/property-documents/route.ts @@ -31,6 +31,7 @@ export async function GET(req: Request) { fileType: uploadedFiles.fileType, uprn: uploadedFiles.uprn, landlordPropertyId: uploadedFiles.landlordPropertyId, + measureName: uploadedFiles.measureName, }) .from(uploadedFiles) .where(condition); @@ -43,6 +44,7 @@ export async function GET(req: Request) { s3UploadTimestamp: row.s3UploadTimestamp.toISOString(), uprn: row.uprn !== null ? String(row.uprn) : null, landlordPropertyId: row.landlordPropertyId, + measureName: row.measureName ?? null, })); return NextResponse.json(documents); diff --git a/src/app/api/portfolio/[portfolioId]/approvals/route.ts b/src/app/api/portfolio/[portfolioId]/approvals/route.ts new file mode 100644 index 0000000..c4b3933 --- /dev/null +++ b/src/app/api/portfolio/[portfolioId]/approvals/route.ts @@ -0,0 +1,215 @@ +import { db } from "@/app/db/db"; +import { NextRequest, NextResponse } from "next/server"; +import { + dealMeasureApprovals, + dealMeasureApprovalEvents, +} from "@/app/db/schema/approvals"; +import { portfolioCapabilities } from "@/app/db/schema/portfolio"; +import { user } from "@/app/db/schema/users"; +import { and, eq, inArray, sql } from "drizzle-orm"; +import { z } from "zod"; +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; + +async function getRequestingUserId(email: string): Promise { + const rows = await db + .select({ id: user.id }) + .from(user) + .where(eq(user.email, email)) + .limit(1); + return rows[0]?.id ?? null; +} + +async function hasApproverCapability( + portfolioId: bigint, + userId: bigint, +): Promise { + const rows = await db + .select({ id: portfolioCapabilities.id }) + .from(portfolioCapabilities) + .where( + and( + eq(portfolioCapabilities.portfolioId, portfolioId), + eq(portfolioCapabilities.userId, userId), + eq(portfolioCapabilities.capability, "approver"), + ), + ) + .limit(1); + return rows.length > 0; +} + +// GET — return currently approved measures per deal, and optionally the audit event log +// Query params: +// dealIds comma-separated HubSpot deal IDs (required) +// include "events" to also return the audit log +export async function GET( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const url = new URL(req.url); + const dealIdsParam = url.searchParams.get("dealIds"); + const includeEvents = url.searchParams.get("include") === "events"; + + if (!dealIdsParam) { + return NextResponse.json(includeEvents ? { approved: {}, events: [] } : {}); + } + + const dealIds = dealIdsParam.split(",").filter(Boolean); + if (dealIds.length === 0) { + return NextResponse.json(includeEvents ? { approved: {}, events: [] } : {}); + } + + try { + // Current approved measures + const approvalRows = await db + .select({ + hubspotDealId: dealMeasureApprovals.hubspotDealId, + measureName: dealMeasureApprovals.measureName, + approvedByEmail: user.email, + approvedByName: user.firstName, + approvedAt: dealMeasureApprovals.approvedAt, + }) + .from(dealMeasureApprovals) + .leftJoin(user, eq(user.id, dealMeasureApprovals.approvedBy)) + .where( + and( + inArray(dealMeasureApprovals.hubspotDealId, dealIds), + eq(dealMeasureApprovals.isApproved, true), + ), + ); + + const approved: Record = {}; + for (const row of approvalRows) { + (approved[row.hubspotDealId] ??= []).push(row.measureName); + } + + if (!includeEvents) { + return NextResponse.json(approved); + } + + // Audit event log + const eventRows = await db + .select({ + id: dealMeasureApprovalEvents.id, + hubspotDealId: dealMeasureApprovalEvents.hubspotDealId, + measureName: dealMeasureApprovalEvents.measureName, + action: dealMeasureApprovalEvents.action, + actedByEmail: user.email, + actedByName: user.firstName, + actedAt: dealMeasureApprovalEvents.actedAt, + }) + .from(dealMeasureApprovalEvents) + .leftJoin(user, eq(user.id, dealMeasureApprovalEvents.actedBy)) + .where(inArray(dealMeasureApprovalEvents.hubspotDealId, dealIds)) + .orderBy(dealMeasureApprovalEvents.actedAt); + + const events = eventRows.map((e) => ({ + id: e.id.toString(), + hubspotDealId: e.hubspotDealId, + measureName: e.measureName, + action: e.action, + actedByEmail: e.actedByEmail ?? "", + actedByName: e.actedByName ?? null, + actedAt: e.actedAt.toISOString(), + })); + + return NextResponse.json({ approved, events }); + } catch (err) { + console.error("GET /approvals error:", err); + return NextResponse.json( + { error: "Failed to fetch approvals" }, + { status: 500 }, + ); + } +} + +// POST — apply explicit approve/unapprove changes, updating current state + audit log +// Body: { changes: [{ hubspotDealId, measureName, approved: boolean }] } +export async function POST( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const session = await getServerSession(AuthOptions); + if (!session?.user?.email) { + return NextResponse.json({ error: "Unauthorised" }, { status: 401 }); + } + + const { portfolioId } = await props.params; + const pId = BigInt(portfolioId); + + const userId = await getRequestingUserId(session.user.email); + if (!userId) { + return NextResponse.json({ error: "User not found" }, { status: 404 }); + } + + const isApprover = await hasApproverCapability(pId, userId); + if (!isApprover) { + return NextResponse.json({ error: "Forbidden" }, { status: 403 }); + } + + const bodySchema = z.object({ + changes: z.array( + z.object({ + hubspotDealId: z.string(), + measureName: z.string(), + approved: z.boolean(), + }), + ), + }); + + let body: z.infer; + try { + body = bodySchema.parse(await req.json()); + } catch { + return NextResponse.json({ error: "Invalid body" }, { status: 400 }); + } + + if (body.changes.length === 0) { + return NextResponse.json({ success: true }); + } + + try { + const now = new Date(); + + for (const change of body.changes) { + // 1. Upsert current state + await db + .insert(dealMeasureApprovals) + .values({ + hubspotDealId: change.hubspotDealId, + measureName: change.measureName, + isApproved: change.approved, + approvedBy: userId, + approvedAt: now, + }) + .onConflictDoUpdate({ + target: [ + dealMeasureApprovals.hubspotDealId, + dealMeasureApprovals.measureName, + ], + set: { + isApproved: change.approved, + approvedBy: userId, + approvedAt: now, + }, + }); + + // 2. Append to audit log + await db.insert(dealMeasureApprovalEvents).values({ + hubspotDealId: change.hubspotDealId, + measureName: change.measureName, + action: change.approved ? "approved" : "unapproved", + actedBy: userId, + actedAt: now, + }); + } + + return NextResponse.json({ success: true }); + } catch (err) { + console.error("POST /approvals error:", err); + return NextResponse.json( + { error: "Failed to save approvals" }, + { status: 500 }, + ); + } +} diff --git a/src/app/api/portfolio/[portfolioId]/capabilities/route.ts b/src/app/api/portfolio/[portfolioId]/capabilities/route.ts new file mode 100644 index 0000000..8f7f8b0 --- /dev/null +++ b/src/app/api/portfolio/[portfolioId]/capabilities/route.ts @@ -0,0 +1,171 @@ +import { db } from "@/app/db/db"; +import { NextRequest, NextResponse } from "next/server"; +import { + portfolioUsers, + portfolioCapabilities, + PortfolioCapabilityType, +} from "@/app/db/schema/portfolio"; +import { user } from "@/app/db/schema/users"; +import { and, eq } from "drizzle-orm"; +import { z } from "zod"; +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; + +const CAPABILITY_OPTIONS = ["approver", "contractor"] as const; + +async function getRequestingUserRole(portfolioId: bigint, email: string) { + const rows = await db + .select({ role: portfolioUsers.role }) + .from(portfolioUsers) + .innerJoin(user, eq(user.id, portfolioUsers.userId)) + .where( + and( + eq(portfolioUsers.portfolioId, portfolioId), + eq(user.email, email), + ), + ) + .limit(1); + return rows[0]?.role ?? null; +} + +// GET — list all capability assignments for this portfolio +export async function GET( + _req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const { portfolioId } = await props.params; + + try { + const rows = await db + .select({ + id: portfolioCapabilities.id, + userId: portfolioCapabilities.userId, + capability: portfolioCapabilities.capability, + name: user.firstName, + email: user.email, + }) + .from(portfolioCapabilities) + .leftJoin(user, eq(user.id, portfolioCapabilities.userId)) + .where(eq(portfolioCapabilities.portfolioId, BigInt(portfolioId))); + + return NextResponse.json( + rows.map((r) => ({ + id: r.id?.toString(), + userId: r.userId?.toString(), + capability: r.capability, + name: r.name ?? null, + email: r.email ?? "", + })), + ); + } catch (err) { + console.error("GET /capabilities error:", err); + return NextResponse.json( + { error: "Failed to fetch capabilities" }, + { status: 500 }, + ); + } +} + +// POST — assign a capability to a user +export async function POST( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const session = await getServerSession(AuthOptions); + if (!session?.user?.email) { + return NextResponse.json({ error: "Unauthorised" }, { status: 401 }); + } + + const { portfolioId } = await props.params; + const pId = BigInt(portfolioId); + + const requestingRole = await getRequestingUserRole(pId, session.user.email); + if (requestingRole !== "admin" && requestingRole !== "creator") { + return NextResponse.json({ error: "Forbidden" }, { status: 403 }); + } + + const bodySchema = z.object({ + userId: z.string(), + capability: z.enum(CAPABILITY_OPTIONS), + }); + + let body: z.infer; + try { + body = bodySchema.parse(await req.json()); + } catch { + return NextResponse.json({ error: "Invalid body" }, { status: 400 }); + } + + try { + await db + .insert(portfolioCapabilities) + .values({ + portfolioId: pId, + userId: BigInt(body.userId), + capability: body.capability as PortfolioCapabilityType, + }) + .onConflictDoNothing(); + + return NextResponse.json({ success: true }, { status: 200 }); + } catch (err) { + console.error("POST /capabilities error:", err); + return NextResponse.json( + { error: "Failed to assign capability" }, + { status: 500 }, + ); + } +} + +// DELETE — remove a capability from a user +export async function DELETE( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const session = await getServerSession(AuthOptions); + if (!session?.user?.email) { + return NextResponse.json({ error: "Unauthorised" }, { status: 401 }); + } + + const { portfolioId } = await props.params; + const pId = BigInt(portfolioId); + + const requestingRole = await getRequestingUserRole(pId, session.user.email); + if (requestingRole !== "admin" && requestingRole !== "creator") { + return NextResponse.json({ error: "Forbidden" }, { status: 403 }); + } + + const bodySchema = z.object({ + userId: z.string(), + capability: z.enum(CAPABILITY_OPTIONS), + }); + + let body: z.infer; + try { + body = bodySchema.parse(await req.json()); + } catch { + return NextResponse.json({ error: "Invalid body" }, { status: 400 }); + } + + try { + await db + .delete(portfolioCapabilities) + .where( + and( + eq(portfolioCapabilities.portfolioId, pId), + eq(portfolioCapabilities.userId, BigInt(body.userId)), + eq( + portfolioCapabilities.capability, + body.capability as PortfolioCapabilityType, + ), + ), + ); + + return NextResponse.json({ success: true }, { status: 200 }); + } catch (err) { + console.error("DELETE /capabilities error:", err); + return NextResponse.json( + { error: "Failed to remove capability" }, + { status: 500 }, + ); + } +} diff --git a/src/app/api/portfolio/[portfolioId]/removal-requests/route.ts b/src/app/api/portfolio/[portfolioId]/removal-requests/route.ts new file mode 100644 index 0000000..5b7aa0a --- /dev/null +++ b/src/app/api/portfolio/[portfolioId]/removal-requests/route.ts @@ -0,0 +1,291 @@ +import { db } from "@/app/db/db"; +import { NextRequest, NextResponse } from "next/server"; +import { propertyRemovalRequests } from "@/app/db/schema/removal_requests"; +import { portfolioUsers, portfolioCapabilities } from "@/app/db/schema/portfolio"; +import { user } from "@/app/db/schema/users"; +import { and, eq, desc } from "drizzle-orm"; +import { z } from "zod"; +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; + +const WRITE_ROLES = ["creator", "admin", "write"] as const; + +async function getRequestingUser(email: string) { + const rows = await db + .select({ id: user.id, email: user.email }) + .from(user) + .where(eq(user.email, email)) + .limit(1); + return rows[0] ?? null; +} + +async function getUserRole(portfolioId: bigint, userId: bigint) { + const rows = await db + .select({ role: portfolioUsers.role }) + .from(portfolioUsers) + .where( + and( + eq(portfolioUsers.portfolioId, portfolioId), + eq(portfolioUsers.userId, userId), + ), + ) + .limit(1); + return rows[0]?.role ?? null; +} + +async function hasApproverCapability(portfolioId: bigint, userId: bigint) { + const rows = await db + .select({ id: portfolioCapabilities.id }) + .from(portfolioCapabilities) + .where( + and( + eq(portfolioCapabilities.portfolioId, portfolioId), + eq(portfolioCapabilities.userId, userId), + eq(portfolioCapabilities.capability, "approver"), + ), + ) + .limit(1); + return rows.length > 0; +} + +// GET /api/portfolio/[portfolioId]/removal-requests?dealId=xxx +// Returns the most recent removal request for this deal (all statuses) +export async function GET( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const { portfolioId } = await props.params; + const dealId = req.nextUrl.searchParams.get("dealId"); + + if (!dealId) { + return NextResponse.json({ error: "dealId required" }, { status: 400 }); + } + + try { + const requester = user; + const reviewer = { ...user } as typeof user; + + // Fetch all requests for this deal, most recent first, joining requester and reviewer emails + const rows = await db + .select({ + id: propertyRemovalRequests.id, + hubspotDealId: propertyRemovalRequests.hubspotDealId, + reason: propertyRemovalRequests.reason, + status: propertyRemovalRequests.status, + requestedAt: propertyRemovalRequests.requestedAt, + reviewedAt: propertyRemovalRequests.reviewedAt, + requestedByEmail: user.email, + }) + .from(propertyRemovalRequests) + .innerJoin(user, eq(user.id, propertyRemovalRequests.requestedBy)) + .where( + and( + eq(propertyRemovalRequests.hubspotDealId, dealId), + eq(propertyRemovalRequests.portfolioId, BigInt(portfolioId)), + ), + ) + .orderBy(desc(propertyRemovalRequests.requestedAt)) + .limit(10); + + // For rows with a reviewer, fetch their email separately + const requests = await Promise.all( + rows.map(async (row) => { + // Find the full row to get reviewedBy + const fullRow = await db + .select({ reviewedBy: propertyRemovalRequests.reviewedBy }) + .from(propertyRemovalRequests) + .where(eq(propertyRemovalRequests.id, row.id)) + .limit(1); + + let reviewedByEmail: string | null = null; + if (fullRow[0]?.reviewedBy) { + const reviewerRow = await db + .select({ email: user.email }) + .from(user) + .where(eq(user.id, fullRow[0].reviewedBy)) + .limit(1); + reviewedByEmail = reviewerRow[0]?.email ?? null; + } + + return { + id: String(row.id), + hubspotDealId: row.hubspotDealId, + reason: row.reason, + status: row.status, + requestedByEmail: row.requestedByEmail, + requestedAt: row.requestedAt?.toISOString() ?? null, + reviewedByEmail, + reviewedAt: row.reviewedAt?.toISOString() ?? null, + }; + }), + ); + + return NextResponse.json({ requests }); + } catch (err) { + console.error("[removal-requests GET]", err); + return NextResponse.json({ error: "Internal server error" }, { status: 500 }); + } +} + +const postSchema = z.object({ + hubspotDealId: z.string().min(1), + reason: z.string().min(1, "Reason is required"), +}); + +// POST /api/portfolio/[portfolioId]/removal-requests +// Submit a new removal request — requires write+ role +export async function POST( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const { portfolioId } = await props.params; + const session = await getServerSession(AuthOptions); + + if (!session?.user?.email) { + return NextResponse.json({ error: "Unauthorised" }, { status: 401 }); + } + + const requestingUser = await getRequestingUser(session.user.email); + if (!requestingUser) { + return NextResponse.json({ error: "User not found" }, { status: 401 }); + } + + const role = await getUserRole(BigInt(portfolioId), requestingUser.id); + if (!role || !WRITE_ROLES.includes(role as (typeof WRITE_ROLES)[number])) { + return NextResponse.json( + { error: "Write access required to submit a removal request" }, + { status: 403 }, + ); + } + + let body: unknown; + try { + body = await req.json(); + } catch { + return NextResponse.json({ error: "Invalid JSON" }, { status: 400 }); + } + + const parsed = postSchema.safeParse(body); + if (!parsed.success) { + return NextResponse.json({ error: parsed.error.flatten() }, { status: 400 }); + } + + const { hubspotDealId, reason } = parsed.data; + + try { + // Block if there's already a pending request for this deal + const existing = await db + .select({ id: propertyRemovalRequests.id }) + .from(propertyRemovalRequests) + .where( + and( + eq(propertyRemovalRequests.hubspotDealId, hubspotDealId), + eq(propertyRemovalRequests.portfolioId, BigInt(portfolioId)), + eq(propertyRemovalRequests.status, "pending"), + ), + ) + .limit(1); + + if (existing.length > 0) { + return NextResponse.json( + { error: "A pending removal request already exists for this property" }, + { status: 409 }, + ); + } + + const [inserted] = await db + .insert(propertyRemovalRequests) + .values({ + hubspotDealId, + portfolioId: BigInt(portfolioId), + reason, + status: "pending", + requestedBy: requestingUser.id, + }) + .returning(); + + return NextResponse.json({ success: true, id: String(inserted.id) }); + } catch (err) { + console.error("[removal-requests POST]", err); + return NextResponse.json({ error: "Internal server error" }, { status: 500 }); + } +} + +const patchSchema = z.object({ + requestId: z.number().int().positive(), + action: z.enum(["approved", "declined"]), +}); + +// PATCH /api/portfolio/[portfolioId]/removal-requests +// Approve or decline a pending request — requires approver capability +export async function PATCH( + req: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const { portfolioId } = await props.params; + const session = await getServerSession(AuthOptions); + + if (!session?.user?.email) { + return NextResponse.json({ error: "Unauthorised" }, { status: 401 }); + } + + const requestingUser = await getRequestingUser(session.user.email); + if (!requestingUser) { + return NextResponse.json({ error: "User not found" }, { status: 401 }); + } + + const isApprover = await hasApproverCapability(BigInt(portfolioId), requestingUser.id); + if (!isApprover) { + return NextResponse.json( + { error: "Approver capability required to review a removal request" }, + { status: 403 }, + ); + } + + let body: unknown; + try { + body = await req.json(); + } catch { + return NextResponse.json({ error: "Invalid JSON" }, { status: 400 }); + } + + const parsed = patchSchema.safeParse(body); + if (!parsed.success) { + return NextResponse.json({ error: parsed.error.flatten() }, { status: 400 }); + } + + const { requestId, action } = parsed.data; + + try { + const target = await db + .select({ id: propertyRemovalRequests.id, status: propertyRemovalRequests.status }) + .from(propertyRemovalRequests) + .where(eq(propertyRemovalRequests.id, BigInt(requestId))) + .limit(1); + + if (!target.length) { + return NextResponse.json({ error: "Request not found" }, { status: 404 }); + } + + if (target[0].status !== "pending") { + return NextResponse.json( + { error: "Only pending requests can be reviewed" }, + { status: 409 }, + ); + } + + await db + .update(propertyRemovalRequests) + .set({ + status: action, + reviewedBy: requestingUser.id, + reviewedAt: new Date(), + }) + .where(eq(propertyRemovalRequests.id, BigInt(requestId))); + + return NextResponse.json({ success: true }); + } catch (err) { + console.error("[removal-requests PATCH]", err); + return NextResponse.json({ error: "Internal server error" }, { status: 500 }); + } +} diff --git a/src/app/api/upload/contractor-install/route.ts b/src/app/api/upload/contractor-install/route.ts new file mode 100644 index 0000000..c3c3fa0 --- /dev/null +++ b/src/app/api/upload/contractor-install/route.ts @@ -0,0 +1,111 @@ +import { db } from "@/app/db/db"; +import { NextRequest, NextResponse } from "next/server"; +import { uploadedFiles } from "@/app/db/schema/uploaded_files"; +import { user } from "@/app/db/schema/users"; +import { eq, inArray } from "drizzle-orm"; +import { z } from "zod"; +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; + +// POST — record a contractor install document in uploaded_files (fileType optional — can be classified later) +export async function POST(req: NextRequest) { + const session = await getServerSession(AuthOptions); + if (!session?.user?.email) { + return NextResponse.json({ error: "Unauthorised" }, { status: 401 }); + } + + const bodySchema = z.object({ + s3FileKey: z.string(), + s3FileBucket: z.string(), + fileType: z.string().optional(), // optional — null means unclassified + measureName: z.string().optional(), + uprn: z.string().optional(), + hubspotDealId: z.string().optional(), + landlordPropertyId: z.string().optional(), + }); + + let body: z.infer; + try { + body = bodySchema.parse(await req.json()); + } catch { + return NextResponse.json({ error: "Invalid body" }, { status: 400 }); + } + + try { + const userRow = await db + .select({ id: user.id }) + .from(user) + .where(eq(user.email, session.user.email)) + .limit(1); + + const uploadedBy = userRow[0]?.id ?? null; + + const [inserted] = await db + .insert(uploadedFiles) + .values({ + s3FileBucket: body.s3FileBucket, + s3FileKey: body.s3FileKey, + s3UploadTimestamp: new Date(), + fileType: (body.fileType as any) ?? null, + source: "contractor", + measureName: body.measureName ?? null, + uploadedBy: uploadedBy ?? undefined, + uprn: body.uprn ? BigInt(body.uprn) : undefined, + hubsotDealId: body.hubspotDealId ?? null, + landlordPropertyId: body.landlordPropertyId ?? null, + }) + .returning({ id: uploadedFiles.id }); + + return NextResponse.json({ id: inserted.id.toString() }, { status: 201 }); + } catch (err) { + console.error("POST /upload/contractor-install error:", err); + return NextResponse.json({ error: "Failed to record upload" }, { status: 500 }); + } +} + +// PATCH — update fileType and measureName for previously unclassified uploads +export async function PATCH(req: NextRequest) { + const session = await getServerSession(AuthOptions); + if (!session?.user?.email) { + return NextResponse.json({ error: "Unauthorised" }, { status: 401 }); + } + + const bodySchema = z.object({ + updates: z.array( + z.object({ + id: z.string(), + fileType: z.string(), + measureName: z.string().optional(), + }), + ), + }); + + let body: z.infer; + try { + body = bodySchema.parse(await req.json()); + } catch { + return NextResponse.json({ error: "Invalid body" }, { status: 400 }); + } + + if (body.updates.length === 0) { + return NextResponse.json({ success: true }); + } + + try { + // Update each record individually (small batches — no bulk update without raw SQL) + for (const update of body.updates) { + await db + .update(uploadedFiles) + .set({ + fileType: update.fileType as any, + measureName: update.measureName ?? null, + }) + .where(eq(uploadedFiles.id, BigInt(update.id))); + } + + return NextResponse.json({ success: true }); + } catch (err) { + console.error("PATCH /upload/contractor-install error:", err); + return NextResponse.json({ error: "Failed to update classifications" }, { status: 500 }); + } +} diff --git a/src/app/db/migrations/0178_parched_midnight.sql b/src/app/db/migrations/0178_parched_midnight.sql new file mode 100644 index 0000000..026250e --- /dev/null +++ b/src/app/db/migrations/0178_parched_midnight.sql @@ -0,0 +1,27 @@ +CREATE TABLE "property_removal_requests" ( + "id" bigserial PRIMARY KEY NOT NULL, + "hubspot_deal_id" text NOT NULL, + "portfolio_id" bigint NOT NULL, + "reason" text NOT NULL, + "status" text DEFAULT 'pending' NOT NULL, + "requested_by" bigint NOT NULL, + "requested_at" timestamp with time zone DEFAULT now() NOT NULL, + "reviewed_by" bigint, + "reviewed_at" timestamp with time zone +); +--> statement-breakpoint +ALTER TABLE "installed_measure" ALTER COLUMN "measure_type" SET DATA TYPE text;--> statement-breakpoint +DROP TYPE "public"."measure_type";--> statement-breakpoint +CREATE TYPE "public"."measure_type" AS ENUM('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');--> statement-breakpoint +ALTER TABLE "installed_measure" ALTER COLUMN "measure_type" SET DATA TYPE "public"."measure_type" USING "measure_type"::"public"."measure_type";--> statement-breakpoint +ALTER TABLE "uploaded_files" ALTER COLUMN "file_type" SET DATA TYPE text;--> statement-breakpoint +DROP TYPE "public"."file_type";--> statement-breakpoint +CREATE TYPE "public"."file_type" AS ENUM('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');--> statement-breakpoint +ALTER TABLE "uploaded_files" ALTER COLUMN "file_type" SET DATA TYPE "public"."file_type" USING "file_type"::"public"."file_type";--> statement-breakpoint +ALTER TABLE "property_removal_requests" ADD CONSTRAINT "property_removal_requests_portfolio_id_portfolio_id_fk" FOREIGN KEY ("portfolio_id") REFERENCES "public"."portfolio"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "property_removal_requests" ADD CONSTRAINT "property_removal_requests_requested_by_user_id_fk" FOREIGN KEY ("requested_by") REFERENCES "public"."user"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "property_removal_requests" ADD CONSTRAINT "property_removal_requests_reviewed_by_user_id_fk" FOREIGN KEY ("reviewed_by") REFERENCES "public"."user"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint +CREATE INDEX "idx_removal_requests_deal_id" ON "property_removal_requests" USING btree ("hubspot_deal_id");--> statement-breakpoint +CREATE INDEX "idx_removal_requests_portfolio_id" ON "property_removal_requests" USING btree ("portfolio_id");--> statement-breakpoint +ALTER TABLE "bulk_address_uploads" DROP COLUMN "task_id";--> statement-breakpoint +ALTER TABLE "bulk_address_uploads" DROP COLUMN "combined_output_s3_uri"; \ No newline at end of file diff --git a/src/app/db/migrations/meta/0178_snapshot.json b/src/app/db/migrations/meta/0178_snapshot.json new file mode 100644 index 0000000..d380b0d --- /dev/null +++ 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"lintels", + "cladding", + "category", + "quantity", + "adequacy", + "rating", + "strategy", + "extent", + "distribution", + "structure", + "covering", + "fire_rating", + "external_decoration", + "work_required", + "age_band", + "construction_type", + "classification", + "system" + ] + }, + "public.element_type": { + "name": "element_type", + "schema": "public", + "values": [ + "property", + "property_construction_type", + "property_classification", + "property_age_band", + "storey_count", + "floor_level", + "floor_level_front_door", + "accessible_housing_register", + "asbestos", + "quality_standard", + "ccu", + "passenger_lift", + "stairlift", + "disabled_hoist_tracking", + "disabled_facilities", + "steps_to_front_door", + "roof", + "pitched_roof_covering", + "flat_roof_covering", + "rainwater_goods", + "loft_insulation", + "porch_canopy", + "chimney", + "fascia", + "soffit", + "fascia_soffit_bargeboards", + "gutters", + "store_roof", + "garage_roof", + "garage_and_store_roof", + "external_wall", + "external_noise_insulation", + "primary_wall", + "secondary_wall", + "downpipes", + "external_decoration", + "cladding", + "spandrel_panels", + "garage_walls", + "party_wall_fire_break", + "external_brickwork_pointing", + "internal_downpipes_external_area", + "external_windows", + "communal_windows", + "secondary_glazing", + "store_windows", + "garage_windows", + "garage_and_store_windows", + "external_door", + "front_door", + "rear_door", + "store_door", + "garage_door", + "garage_and_store_door", + "communal_entrance_door", + "main_door", + "block_entrance_door", + "lintel", + "patio_french_door", + "door_entry_handset", + "paths_and_hardstandings", + "parking_areas", + "boundary_walls", + "front_fencing", + "rear_fencing", + "side_fencing", + "rear_gate", + "front_gate", + "gates", + "retaining_walls", + "private_balcony", + "balcony_balustrade", + "outbuildings", + "garage_structure", + "paving", + "roads", + "soil_and_vent", + "solar_thermals", + "drop_kerb", + "outbuilding_overhaul", + "external_structural_defects", + "access_ramp", + "kitchen", + "kitchen_space_layout", + "tenant_installed_kitchen", + "kitchen_extractor_fan", + "bathroom", + "secondary_bathroom", + "secondary_toilet", + "bathroom_extractor_fan", + "additional_wc_or_whb", + "bathroom_remaining_life_source", + "kitchen_remaining_life_source", + "central_heating", + "heating_boiler", + "heating_distribution", + "secondary_heating", + "hot_water_system", + "cold_water_storage", + "heating_system", + "boiler_fuel", + "water_heating", + "programmable_heating", + "community_heating", + "gas_available", + "heat_recovery_units", + "heating_improvements", + "electrical_wiring", + "consumer_unit", + "smoke_detection", + "heat_detection", + "carbon_monoxide_detection", + "fire_door_rating", + "fire_risk_assessment", + "internal_wiring", + "electrics", + "communal_heating", + "communal_boiler", + "communal_electrics", + "communal_fire_alarm", + "communal_emergency_lighting", + "communal_door_entry", + "communal_cctv", + "communal_bin_store", + "communal_bin_store_doors", + "communal_bin_store_walls", + "communal_bin_store_roof", + "communal_refuse_chute", + "communal_floor_covering", + "communal_kitchen", + "communal_bathroom", + "communal_toilets", + "communal_gates", + "communal_lift", + "communal_passenger_lift", + "communal_balcony_walkway", + "communal_entrance", + "communal_internal_decorations", + "communal_internal_floor", + "communal_walkways", + "communal_external_doors", + "communal_stairs", + "communal_aerial", + "communal_aov", + "communal_internal_doors", + "communal_lateral_mains", + "communal_lighting", + "communal_lighting_conductor", + "communal_store_roof", + "communal_store_walls", + "communal_store_doors", + "communal_warden_call_system", + "communal_bms", + "communal_booster_pump", + "communal_dry_riser", + "communal_wet_riser", + "communal_cold_water_storage", + "communal_sprinkler", + "communal_plug_sockets", + "communal_circulation_space", + "ffhh_damp", + "ffhh_hold_and_cold_water", + "ffhh_drainage_lavatories", + "ffhh_neglected", + "ffhh_natural_light", + "ffhh_ventilation", + "ffhh_food_prep_and_washup", + "ffhh_unsafe_layout", + "ffhh_unstable_building", + "hhsrs_damp_and_mould", + "hhsrs_excess_cold", + "hhsrs_excess_heat", + "hhsrs_asbestos_and_mmf", + "hhsrs_biocides", + "hhsrs_carbon_monoxide", + "hhsrs_lead", + "hhsrs_radiation", + "hhsrs_uncombusted_fuel_gas", + "hhsrs_volatile_organic_compounds", + "hhsrs_crowding_and_space", + "hhsrs_entry_by_intruders", + "hhsrs_lighting", + "hhsrs_noise", + "hhsrs_domestic_hygiene_pests_refuse", + "hhsrs_food_safety", + "hhsrs_personal_hygiene_sanitation", + "hhsrs_water_supply", + "hhsrs_falls_associated_with_baths", + "hhsrs_falls_on_level_surfaces", + "hhsrs_falls_on_stairs", + "hhsrs_falls_between_levels", + "hhsrs_electrical_hazards", + "hhsrs_fire", + "hhsrs_flames_hot_surfaces", + "hhsrs_collision_and_entrapment", + "hhsrs_collision_hazards_low_headroom", + "hhsrs_explosions", + "hhsrs_ergonomics", + "hhsrs_structural_collapse", + "hhsrs_amenities" + ] + }, + "public.document_type": { + "name": "document_type", + "schema": "public", + "values": [ + "EPR", + "Condition Report", + "Evidence Report", + "Summary Information", + "Floor Plan", + "Scenario Draft EPC", + "Scenario Site Notes" + ] + }, + "public.scheme": { + "name": "scheme", + "schema": "public", + "values": [ + "eco4", + "gbis", + "whlg", + "none" + ] + }, + "public.inspection_archetype_2": { + "name": "inspection_archetype_2", + "schema": "public", + "values": [ + "detached", + "mid-terrace", + "enclosed mid-terrace", + "end-terrace", + "enclosed end-terrace", + "semi-detached" + ] + }, + "public.inspection_archetype": { + "name": "inspection_archetype", + "schema": "public", + "values": [ + "Bungalow", + "Flat", + "Maisonette", + "House", + "non-domestic" + ] + }, + "public.inspection_borescoped": { + "name": "inspection_borescoped", + "schema": "public", + "values": [ + "yes", + "no", + "refused" + ] + }, + "public.inspections_access_issues": { + "name": "inspections_access_issues", + "schema": "public", + "values": [ + "see notes", + "damp issues", + "foliage on walls", + "bushes against wall", + "trees around/anove property", + "high rise block flats/maisonettes", + "conservatory", + "lean-to", + "garage", + "extension", + "decking", + "shed against wall" + ] + }, + "public.inspections_cladding": { + "name": "inspections_cladding", + "schema": "public", + "values": [ + "none", + "cladded with “sufficient space to fill the wall”", + "cladded with “insufficient space to fill the wall”" + ] + }, + "public.inspections_insulation_material": { + "name": "inspections_insulation_material", + "schema": "public", + "values": [ + "empty 50-90", + "empty 100+", + "empty 30-40", + "empty less than 30", + "loose fibre/wool", + "eps/celo/king", + "fibre batts - with cavity", + "fibre batts - no cavity", + "loose bead", + "glued bead", + "formaldehyde", + "bubble wrap", + "poly chunks" + ] + }, + "public.inspections_rendered": { + "name": "inspections_rendered", + "schema": "public", + "values": [ + "no render", + "rendered with “insufficient” space between dpc and render", + "rendered with “sufficient” space between dpc and render" + ] + }, + "public.inspections_roof_orientation": { + "name": "inspections_roof_orientation", + "schema": "public", + "values": [ + "north", + "east", + "south", + "west", + "north-east", + "north-west", + "south-east", + "south-west", + "n/s split", + "e/w split", + "ne/sw split", + "nw/se split", + "flat roof", + "no roof", + "roof too small", + "already has solar pv" + ] + }, + "public.inspections_tile_hung": { + "name": "inspections_tile_hung", + "schema": "public", + "values": [ + "yes", + "no", + "first floor flats are tile hung" + ] + }, + "public.inspections_wall_construction": { + "name": "inspections_wall_construction", + "schema": "public", + "values": [ + "cavity", + "solid", + "system built", + "timber framed", + "steel framed", + "re-walled cavity", + "mansard pre-fab", + "mansard ewi", + "mansard re-walled" + ] + }, + "public.inspections_wall_insulation": { + "name": "inspections_wall_insulation", + "schema": "public", + "values": [ + "empty cavity", + "filled at build", + "partial", + "retro drilled", + "ewi", + "iwi", + "solid non-cavity", + "system built", + "timber framed", + "steel framed" + ] + }, + "public.cost_unit": { + "name": "cost_unit", + "schema": "public", + "values": [ + "gbp_sq_meter", + "gbp_per_unit", + "gbp_per_m2", + "gbp_per_m" + ] + }, + "public.depth_unit": { + "name": "depth_unit", + "schema": "public", + "values": [ + "mm" + ] + }, + "public.type": { + "name": "type", + "schema": "public", + "values": [ + "suspended_floor_insulation", + "solid_floor_insulation", + "external_wall_insulation", + "internal_wall_insulation", + "cavity_wall_insulation", + "mechanical_ventilation", + "loft_insulation", + "exposed_floor_insulation", + "flat_roof_insulation", + "room_roof_insulation", + "cavity_wall_extraction", + "iwi_wall_demolition", + "iwi_vapour_barrier", + "iwi_redecoration", + "suspended_floor_demolition", + "suspended_floor_redecoration", + "suspended_floor_vapour_barrier", + "solid_floor_demolition", + "solid_floor_preparation", + "solid_floor_vapour_barrier", + "solid_floor_redecoration", + "ewi_wall_demolition", + "ewi_wall_preparation", + "ewi_wall_redecoration", + "low_energy_lighting_installation", + "flat_roof_preparation", + "flat_roof_vapour_barrier", + "flat_roof_waterproofing", + "windows_glazing", + "secondary_glazing", + "double_glazing", + "trickle_vent", + "door_undercut", + "solar_pv", + "solar_battery", + "scaffolding", + "high_heat_retention_storage_heaters", + "air_source_heat_pump", + "boiler_upgrade", + "roomstat_programmer_trvs", + "time_temperature_zone_control", + "sealing_fireplace" + ] + }, + "public.r_value_unit": { + "name": "r_value_unit", + "schema": "public", + "values": [ + "square_meter_kelvin_per_watt" + ] + }, + "public.size_unit": { + "name": "size_unit", + "schema": "public", + "values": [ + "kWp", + "kW", + "watt", + "storey" + ] + }, + "public.thermal_conductivity_unit": { + "name": "thermal_conductivity_unit", + "schema": "public", + "values": [ + "watt_per_meter_kelvin" + ] + }, + "public.goal": { + "name": "goal", + "schema": "public", + "values": [ + "Valuation Improvement", + "Increasing EPC", + "Reducing CO2 emissions", + "Energy Savings", + "None" + ] + }, + "public.portfolio_capability": { + "name": "portfolio_capability", + "schema": "public", + "values": [ + "approver", + "contractor" + ] + }, + "public.role": { + "name": "role", + "schema": "public", + "values": [ + "creator", + "admin", + "read", + "write" + ] + }, + "public.status": { + "name": "status", + "schema": "public", + "values": [ + "scoping", + "survey", + "assessment", + "tendering", + "project underway", + "completion; status: on track", + "completion; status: delayed", + "completion; status: at risk", + "completion; status: completed", + "needs review" + ] + }, + "public.epc": { + "name": "epc", + "schema": "public", + "values": [ + "A", + "B", + "C", + "D", + "E", + "F", + "G" + ] + }, + "public.creation_status": { + "name": "creation_status", + "schema": "public", + "values": [ + "LOADING", + "READY", + "ERROR" + ] + }, + "public.housing_type": { + "name": "housing_type", + "schema": "public", + "values": [ + "Private", + "Social" + ] + }, + "public.measure_type": { + "name": "measure_type", + "schema": "public", + "values": [ + "air_source_heat_pump", + "boiler_upgrade", + "high_heat_retention_storage_heaters", + "secondary_heating", + "roomstat_programmer_trvs", + "time_temperature_zone_control", + "cylinder_thermostat", + "cavity_wall_insulation", + "extension_cavity_wall_insulation", + "external_wall_insulation", + "internal_wall_insulation", + "loft_insulation", + "flat_roof_insulation", + "room_roof_insulation", + "solid_floor_insulation", + "suspended_floor_insulation", + "double_glazing", + "secondary_glazing", + "draught_proofing", + "mechanical_ventilation", + "low_energy_lighting", + "solar_pv", + "hot_water_tank_insulation", + "sealing_open_fireplace" + ] + }, + "public.plan_type": { + "name": "plan_type", + "schema": "public", + "values": [ + "solar_eco4", + "solar_hhrsh_eco4", + "empty_cavity_eco", + "partial_cavity_eco", + "extraction_eco" + ] + }, + "public.unit_quantity": { + "name": "unit_quantity", + "schema": "public", + "values": [ + "m2", + "part", + "kwp" + ] + }, + "public.scenario_type": { + "name": "scenario_type", + "schema": "public", + "values": [ + "unit", + "building" + ] + }, + "public.source": { + "name": "source", + "schema": "public", + "values": [ + "portfolio_id" + ] + }, + "public.file_source": { + "name": "file_source", + "schema": "public", + "values": [ + "pas hub", + "sharepoint", + "hubspot", + "ecmk", + "contractor" + ] + }, + "public.file_type": { + "name": "file_type", + "schema": "public", + "values": [ + "photo_pack", + "site_note", + "rd_sap_site_note", + "pas_2023_ventilation", + "pas_2023_condition", + "pas_significance", + "par_photo_pack", + "pas_2023_property", + "pas_2023_occupancy", + "ecmk_site_note", + "ecmk_rd_sap_site_note", + "ecmk_survey_xml", + "pre_photo", + "mid_photo", + "post_photo", + "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" + ] + }, + "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 274de39..ef1efd0 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1247,6 +1247,13 @@ "when": 1776451871348, "tag": "0177_wooden_dexter_bennett", "breakpoints": true + }, + { + "idx": 178, + "version": "7", + "when": 1776458454019, + "tag": "0178_parched_midnight", + "breakpoints": true } ] } \ No newline at end of file diff --git a/src/app/db/schema/approvals.ts b/src/app/db/schema/approvals.ts new file mode 100644 index 0000000..4d615d5 --- /dev/null +++ b/src/app/db/schema/approvals.ts @@ -0,0 +1,65 @@ +import { + bigserial, + boolean, + text, + timestamp, + pgTable, + bigint, + index, + unique, +} from "drizzle-orm/pg-core"; +import { user } from "./users"; +import { InferModel } from "drizzle-orm"; + +// Current approval state per (deal, measure) — upserted on each change. +// Query WHERE is_approved = true to get the currently approved set. +export const dealMeasureApprovals = pgTable( + "deal_measure_approvals", + { + id: bigserial("id", { mode: "bigint" }).primaryKey(), + hubspotDealId: text("hubspot_deal_id").notNull(), + measureName: text("measure_name").notNull(), + isApproved: boolean("is_approved").notNull().default(true), + approvedBy: bigint("approved_by", { mode: "bigint" }) + .notNull() + .references(() => user.id), + approvedAt: timestamp("approved_at", { withTimezone: true }) + .defaultNow() + .notNull(), + }, + (table) => [ + unique("uq_deal_measure").on(table.hubspotDealId, table.measureName), + index("idx_deal_measure_approvals_deal_id").on(table.hubspotDealId), + ], +); + +// Append-only audit log — never deleted. +export const dealMeasureApprovalEvents = pgTable( + "deal_measure_approval_events", + { + id: bigserial("id", { mode: "bigint" }).primaryKey(), + hubspotDealId: text("hubspot_deal_id").notNull(), + measureName: text("measure_name").notNull(), + // 'approved' | 'unapproved' + action: text("action").notNull(), + actedBy: bigint("acted_by", { mode: "bigint" }) + .notNull() + .references(() => user.id), + actedAt: timestamp("acted_at", { withTimezone: true }) + .defaultNow() + .notNull(), + }, + (table) => [ + index("idx_deal_measure_events_deal_id").on(table.hubspotDealId), + index("idx_deal_measure_events_acted_at").on(table.actedAt), + ], +); + +export type DealMeasureApproval = InferModel< + typeof dealMeasureApprovals, + "select" +>; +export type DealMeasureApprovalEvent = InferModel< + typeof dealMeasureApprovalEvents, + "select" +>; diff --git a/src/app/db/schema/portfolio.ts b/src/app/db/schema/portfolio.ts index d424634..8e231bc 100644 --- a/src/app/db/schema/portfolio.ts +++ b/src/app/db/schema/portfolio.ts @@ -7,6 +7,7 @@ import { pgEnum, integer, bigint, + unique, } from "drizzle-orm/pg-core"; import { user } from "./users"; import { InferModel } from "drizzle-orm"; @@ -124,7 +125,43 @@ export const portfolioUsers = pgTable("portfolioUsers", { .notNull(), }); +export const PortfolioCapability: [string, ...string[]] = [ + "approver", + "contractor", +]; +export type PortfolioCapabilityType = "approver" | "contractor"; + +export const portfolioCapabilityEnum = pgEnum( + "portfolio_capability", + PortfolioCapability as [string, ...string[]], +); + +export const portfolioCapabilities = pgTable( + "portfolio_capabilities", + { + id: bigserial("id", { mode: "bigint" }).primaryKey(), + userId: bigint("user_id", { mode: "bigint" }) + .notNull() + .references(() => user.id), + portfolioId: bigint("portfolio_id", { mode: "bigint" }) + .notNull() + .references(() => portfolio.id), + capability: portfolioCapabilityEnum("capability").notNull(), + createdAt: timestamp("created_at", { precision: 6, withTimezone: true }) + .defaultNow() + .notNull(), + updatedAt: timestamp("updated_at", { precision: 6, withTimezone: true }) + .defaultNow() + .notNull(), + }, + (table) => [unique().on(table.userId, table.portfolioId, table.capability)], +); + export type Portfolio = InferModel; export type NewPortfolio = InferModel; export type PortfolioUsers = InferModel; export type NewPortfolioUsers = InferModel; +export type PortfolioCapabilities = InferModel< + typeof portfolioCapabilities, + "select" +>; diff --git a/src/app/db/schema/removal_requests.ts b/src/app/db/schema/removal_requests.ts new file mode 100644 index 0000000..1ec753b --- /dev/null +++ b/src/app/db/schema/removal_requests.ts @@ -0,0 +1,46 @@ +import { + bigserial, + text, + timestamp, + pgTable, + bigint, + index, +} from "drizzle-orm/pg-core"; +import { user } from "./users"; +import { portfolio } from "./portfolio"; +import { InferModel } from "drizzle-orm"; + +// One row per removal request. A property can have multiple requests over time +// (e.g. request → declined → new request). Query by hubspotDealId to get history. +export const propertyRemovalRequests = pgTable( + "property_removal_requests", + { + id: bigserial("id", { mode: "bigint" }).primaryKey(), + hubspotDealId: text("hubspot_deal_id").notNull(), + portfolioId: bigint("portfolio_id", { mode: "bigint" }) + .notNull() + .references(() => portfolio.id), + reason: text("reason").notNull(), + // 'pending' | 'approved' | 'declined' + status: text("status").notNull().default("pending"), + requestedBy: bigint("requested_by", { mode: "bigint" }) + .notNull() + .references(() => user.id), + requestedAt: timestamp("requested_at", { withTimezone: true }) + .defaultNow() + .notNull(), + reviewedBy: bigint("reviewed_by", { mode: "bigint" }).references( + () => user.id, + ), + reviewedAt: timestamp("reviewed_at", { withTimezone: true }), + }, + (table) => [ + index("idx_removal_requests_deal_id").on(table.hubspotDealId), + index("idx_removal_requests_portfolio_id").on(table.portfolioId), + ], +); + +export type PropertyRemovalRequest = InferModel< + typeof propertyRemovalRequests, + "select" +>; diff --git a/src/app/db/schema/uploaded_files.ts b/src/app/db/schema/uploaded_files.ts index 18d99a0..6925310 100644 --- a/src/app/db/schema/uploaded_files.ts +++ b/src/app/db/schema/uploaded_files.ts @@ -1,4 +1,5 @@ import { bigint, bigserial, pgEnum, pgTable, text, timestamp } from "drizzle-orm/pg-core"; +import { user } from "./users"; export const fileType = pgEnum("file_type", [ "photo_pack", @@ -12,14 +13,48 @@ export const fileType = pgEnum("file_type", [ "pas_2023_occupancy", "ecmk_site_note", "ecmk_rd_sap_site_note", - "ecmk_survey_xml" + "ecmk_survey_xml", + // Contractor install documentation + // Photos + "pre_photo", + "mid_photo", + "post_photo", + "loft_hatch_photo", + "dmev_photos", + "door_undercut_photos", + "trickle_vent_photos", + // Pre-installation + "pre_installation_building_inspection", + "point_of_work_risk_assessment", + // Compliance & lodgement + "claim_of_compliance", + "mcs_compliance_certificate", + "certificate_of_conformity", + "minor_works_electrical_certificate", + "trustmark_licence_numbers", + "operative_competency", + // Ventilation + "ventilation_assessment_checklist", + "anemometer_readings", + "commissioning_records", + "part_f_ventilation_document", + // Handover & warranties + "handover_pack", + "insurance_guarantee", + "workmanship_warranty", + "g98_notification", + // Qualifications & other + "installer_qualifications", + "installer_feedback", + "contractor_other", ]); export const fileSource = pgEnum("file_source", [ "pas hub", "sharepoint", "hubspot", - "ecmk" + "ecmk", + "contractor", ]); export const uploadedFiles = pgTable( @@ -36,6 +71,8 @@ export const uploadedFiles = pgTable( hubsotDealId: text("hubspot_deal_id"), hubspotListingId: bigint("hubspot_listing_id", { mode: "bigint" }), fileType: fileType("file_type"), - source: fileSource("file_source") + source: fileSource("file_source"), + measureName: text("measure_name"), + uploadedBy: bigint("uploaded_by", { mode: "bigint" }).references(() => user.id), } ); \ No newline at end of file diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/CapabilitiesCard.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/CapabilitiesCard.tsx new file mode 100644 index 0000000..533c2e3 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/settings/CapabilitiesCard.tsx @@ -0,0 +1,230 @@ +"use client"; + +import { + Table, + TableBody, + TableCell, + TableHead, + TableHeader, + TableRow, +} from "@/app/shadcn_components/ui/table"; +import { Button } from "@/app/shadcn_components/ui/button"; +import { Badge } from "@/app/shadcn_components/ui/badge"; +import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query"; + +type Capability = "approver" | "contractor"; + +type CapabilityEntry = { + id: string; + userId: string; + capability: Capability; + name: string | null; + email: string; +}; + +type CapabilityMap = Record; + +async function getCapabilities(portfolioId: string): Promise { + const res = await fetch(`/api/portfolio/${portfolioId}/capabilities`); + if (!res.ok) throw new Error("Failed to fetch capabilities"); + return res.json(); +} + +async function getCollaborators( + portfolioId: string, +): Promise<{ userId: string; name: string | null; email: string }[]> { + const res = await fetch(`/api/portfolio/${portfolioId}/colloborators`); + if (!res.ok) throw new Error("Failed to fetch collaborators"); + const json = await res.json(); + const users = Array.isArray(json) ? json : json.users ?? []; + return users.map((u: any) => ({ + userId: String(u.userId), + name: u.name ?? null, + email: u.email ?? "", + })); +} + +async function assignCapability( + portfolioId: string, + userId: string, + capability: Capability, +): Promise { + const res = await fetch(`/api/portfolio/${portfolioId}/capabilities`, { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ userId, capability }), + }); + if (!res.ok) throw new Error("Failed to assign capability"); +} + +async function removeCapability( + portfolioId: string, + userId: string, + capability: Capability, +): Promise { + const res = await fetch(`/api/portfolio/${portfolioId}/capabilities`, { + method: "DELETE", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ userId, capability }), + }); + if (!res.ok) throw new Error("Failed to remove capability"); +} + +export function CapabilitiesCard({ portfolioId }: { portfolioId: string }) { + const queryClient = useQueryClient(); + const queryKey = ["portfolioCapabilities", portfolioId]; + + const { data: entries = [], isLoading: loadingCaps } = useQuery({ + queryKey, + queryFn: () => getCapabilities(portfolioId), + enabled: !!portfolioId, + refetchOnWindowFocus: false, + }); + + const { data: collaborators = [], isLoading: loadingCollabs } = useQuery({ + queryKey: ["portfolioUsers", portfolioId], + queryFn: () => getCollaborators(portfolioId), + enabled: !!portfolioId, + refetchOnWindowFocus: false, + }); + + const isLoading = loadingCaps || loadingCollabs; + + // Build a map: userId -> { capabilities: [] } + const capMap: CapabilityMap = {}; + for (const c of collaborators) { + capMap[c.userId] = { name: c.name, email: c.email, capabilities: [] }; + } + for (const e of entries) { + if (capMap[e.userId]) { + capMap[e.userId].capabilities.push(e.capability); + } + } + + const toggleMutation = useMutation({ + mutationFn: ({ + userId, + capability, + has, + }: { + userId: string; + capability: Capability; + has: boolean; + }) => + has + ? removeCapability(portfolioId, userId, capability) + : assignCapability(portfolioId, userId, capability), + onSettled: () => { + queryClient.invalidateQueries({ queryKey }); + }, + }); + + const rows = Object.entries(capMap); + + return ( +
+ + + + + Project Roles: +

+ Assign approver or contractor capabilities to users +

+ + + + +
+
+ + + Name + Email + Approver + Contractor + + + + {isLoading ? ( + + + Loading… + + + ) : rows.length === 0 ? ( + + + No collaborators yet. Add users in the section above first. + + + ) : ( + rows.map(([userId, { name, email, capabilities }]) => ( + + {name || "—"} + {email} + + + toggleMutation.mutate({ userId, capability: "approver", has }) + } + /> + + + + toggleMutation.mutate({ userId, capability: "contractor", has }) + } + /> + + + )) + )} + +
+
+ + + + + + ); +} + +function CapabilityToggle({ + has, + capability, + isPending, + onToggle, +}: { + has: boolean; + capability: Capability; + isPending: boolean; + onToggle: (has: boolean) => void; +}) { + return ( + + ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ApprovalConfirmDialog.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ApprovalConfirmDialog.tsx new file mode 100644 index 0000000..ded3a4a --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ApprovalConfirmDialog.tsx @@ -0,0 +1,140 @@ +"use client"; + +import { useState } from "react"; +import { + Dialog, + DialogContent, + DialogHeader, + DialogTitle, + DialogDescription, + DialogFooter, +} from "@/app/shadcn_components/ui/dialog"; +import { Button } from "@/app/shadcn_components/ui/button"; +import { Input } from "@/app/shadcn_components/ui/input"; +import { CheckCircle2, XCircle } from "lucide-react"; + +export type PendingDiff = { + added: string[]; + removed: string[]; +}; + +type Props = { + open: boolean; + pendingDiffs: Record; // dealId -> diff + dealNames: Record; // dealId -> display name + onConfirm: () => void; + onCancel: () => void; + isPending: boolean; +}; + +const CONFIRM_WORD = "approve"; + +export function ApprovalConfirmDialog({ + open, + pendingDiffs, + dealNames, + onConfirm, + onCancel, + isPending, +}: Props) { + const [typed, setTyped] = useState(""); + + const canConfirm = typed === CONFIRM_WORD && !isPending; + + const totalAdded = Object.values(pendingDiffs).reduce( + (sum, d) => sum + d.added.length, + 0, + ); + const totalRemoved = Object.values(pendingDiffs).reduce( + (sum, d) => sum + d.removed.length, + 0, + ); + + function handleOpenChange(open: boolean) { + if (!open) { + setTyped(""); + onCancel(); + } + } + + return ( + + + + Confirm approval changes + + Review the changes below. This action will be recorded in the audit + log and cannot be undone automatically. + + + +
+ {Object.entries(pendingDiffs).map(([dealId, diff]) => { + if (diff.added.length === 0 && diff.removed.length === 0) return null; + const name = dealNames[dealId] ?? dealId; + return ( +
+

{name}

+
+ {diff.added.map((m) => ( +
+ + {m} + will be approved +
+ ))} + {diff.removed.map((m) => ( +
+ + {m} + will be unapproved +
+ ))} +
+
+ ); + })} +
+ +
+

+ To confirm{" "} + + {totalAdded > 0 && `${totalAdded} approval${totalAdded > 1 ? "s" : ""}`} + {totalAdded > 0 && totalRemoved > 0 && " and "} + {totalRemoved > 0 && `${totalRemoved} removal${totalRemoved > 1 ? "s" : ""}`} + + , type{" "} + + {CONFIRM_WORD} + {" "} + below: +

+ setTyped(e.target.value)} + placeholder={`Type "${CONFIRM_WORD}" to confirm`} + className="font-mono" + autoFocus + /> +
+ + + + + + + + ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx new file mode 100644 index 0000000..1fa07b7 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ContractorUploadModal.tsx @@ -0,0 +1,703 @@ +"use client"; + +import { useEffect, useRef, useState } from "react"; +import { + Dialog, + DialogContent, + DialogHeader, + DialogTitle, + DialogDescription, + DialogFooter, +} from "@/app/shadcn_components/ui/dialog"; +import { Button } from "@/app/shadcn_components/ui/button"; +import { + Select, + SelectContent, + SelectGroup, + SelectItem, + SelectLabel, + SelectTrigger, + SelectValue, +} from "@/app/shadcn_components/ui/select"; +import { CheckCircle2, XCircle, Upload, Loader2, Clock, ChevronDown, ChevronRight, Info } from "lucide-react"; +import { uploadFileToS3 } from "@/app/utils/s3"; +import type { ClassifiedDeal } from "./types"; + +// ── Types ───────────────────────────────────────────────────────────────── + +type FileStatus = "queued" | "uploading" | "done" | "error"; + +type FileEntry = { + id: string; // local UUID for React key + // One of these will be set: + file?: File; // for newly picked files + existingS3Key?: string; // for pre-existing unclassified uploads + // Display + displayName: string; + displaySize?: string; + // Upload state + status: FileStatus; + errorMsg?: string; + uploadedId?: string; // DB record ID (set after recording or from existing) + // Classification + docType: string; + measureName: string; +}; + +type Phase = "loading" | "upload" | "classify"; + +type Props = { + deal: ClassifiedDeal; + portfolioId: string; + onClose: () => void; +}; + +// ── Constants ───────────────────────────────────────────────────────────── + +const FILE_TYPE_OPTIONS: { value: string; label: string; group: string; hint?: string }[] = [ + // Photos + { value: "pre_photo", label: "Pre-Install Photos", group: "Photos", hint: "Required for ALL measures. Capture existing condition before any work begins." }, + { value: "mid_photo", label: "Mid-Install Photos", group: "Photos", hint: "Required for ALL measures. Detailed photos showing all angles and areas during installation. Insufficient pictures will result in non-lodgement." }, + { value: "post_photo", label: "Post-Install Photos", group: "Photos", hint: "Required for ALL measures. Confirm completed installation." }, + { value: "loft_hatch_photo", label: "Loft Hatch & Draft Excluder Photos",group: "Photos", hint: "Required for loft insulation. Must show loft hatch insulation, draft excluders, and hook & eye closing. Also include photos of insulation depth with a ruler showing thickness." }, + { value: "dmev_photos", label: "DMEV Photos (Wetrooms)", group: "Photos", hint: "Clear photos of all Decentralised Mechanical Extract Ventilation units installed in wetrooms." }, + { value: "door_undercut_photos",label: "Door Undercut Photos", group: "Photos", hint: "Photos of all door undercuts to demonstrate compliant ventilation paths." }, + { value: "trickle_vent_photos", label: "Trickle Vent Photos", group: "Photos", hint: "Photos of all trickle vents located in windows." }, + // Pre-installation + { value: "pre_installation_building_inspection", label: "PIBI / Tech Survey", group: "Pre-Installation", hint: "Pre-Installation Building Inspection — required per property and per measure." }, + { value: "point_of_work_risk_assessment", label: "Point of Work Risk Assessment", group: "Pre-Installation" }, + // Compliance & lodgement + { value: "claim_of_compliance", label: "DOCC 2030 (Claim of Compliance)", group: "Compliance & Lodgement", hint: "Required per property and per measure for TrustMark lodgement under PAS 2030." }, + { value: "mcs_compliance_certificate", label: "MCS Compliance Certificate", group: "Compliance & Lodgement", hint: "Required for Solar PV and Air Source Heat Pump installations." }, + { value: "certificate_of_conformity", label: "Certificate of Conformity", group: "Compliance & Lodgement" }, + { value: "minor_works_electrical_certificate", label: "Minor Works Electrical Certificate", group: "Compliance & Lodgement" }, + { value: "trustmark_licence_numbers", label: "TrustMark Licence Numbers", group: "Compliance & Lodgement", hint: "All installer and subcontractor TrustMark licence numbers. Ensure all are accredited for the correct measures under PAS 2023." }, + { value: "operative_competency", label: "Operative Competency", group: "Compliance & Lodgement", hint: "PAS 2030 installer accreditation and qualifications of individual workers, suitable for the measure(s) installed. Verify all installers/subcontractors are accredited under PAS 2023." }, + // Ventilation + { value: "ventilation_assessment_checklist", label: "Ventilation Assessment Checklist", group: "Ventilation" }, + { value: "anemometer_readings", label: "Anemometer Readings", group: "Ventilation", hint: "Required for DMEV/ventilation measures to confirm airflow compliance." }, + { value: "commissioning_records", label: "Commissioning Records", group: "Ventilation", hint: "Tests, certifications and commissioning records for all systems installed." }, + { value: "part_f_ventilation_document", label: "Approved Document Part F", group: "Ventilation", hint: "Ventilation compliance document under Approved Document Part F." }, + // Handover & warranties + { value: "handover_pack", label: "Handover Pack", group: "Handover & Warranties" }, + { value: "workmanship_warranty", label: "Workmanship Warranty", group: "Handover & Warranties", hint: "Required per property and per measure for TrustMark lodgement." }, + { value: "insurance_guarantee", label: "Insurance Backed Guarantee (IBG)", group: "Handover & Warranties", hint: "Required per property and per measure for TrustMark lodgement." }, + { value: "g98_notification", label: "G98 / G99 Notification", group: "Handover & Warranties", hint: "Required for Solar PV and other grid-connected installations." }, + // Qualifications & other + { value: "installer_qualifications", label: "Installer Qualifications", group: "Qualifications & Other" }, + { value: "installer_feedback", label: "Installer Feedback", group: "Qualifications & Other" }, + { value: "contractor_other", label: "Other", group: "Qualifications & Other" }, +]; + +const FILE_TYPE_GROUPS = [ + "Photos", + "Pre-Installation", + "Compliance & Lodgement", + "Ventilation", + "Handover & Warranties", + "Qualifications & Other", +]; + +// ── PAS 2030/2035 requirements summary (for guidance panel) ─────────────── + +const PAS_REQUIREMENTS = [ + { + heading: "Required for every property & measure", + items: [ + "PIBI / Tech Survey (pre-installation building inspection)", + "DOCC 2030 — Claim of Compliance (PAS 2030)", + "Insurance Backed Guarantee (IBG)", + "Workmanship Warranty", + "Pre, mid, and post-install photos (all measures)", + ], + }, + { + heading: "Additional for Solar PV & ASHP", + items: [ + "MCS Compliance Certificate", + "G98 / G99 Notification", + ], + }, + { + heading: "Loft insulation", + items: [ + "Loft hatch insulation, draft excluders, and hook & eye closing photos", + "Photos of insulation depth with a ruler showing thickness", + ], + }, + { + heading: "Ventilation measures", + items: [ + "Clear DMEV photos in all wetrooms", + "Anemometer readings", + "Commissioning records", + "Approved Document Part F ventilation document", + "Door undercut photos", + "Trickle vent photos", + ], + }, + { + heading: "Installer / lodgement pack", + items: [ + "TrustMark licence numbers for all installers & subcontractors (verify PAS 2023 accreditation)", + "Operative Competency (PAS 2030 accreditation + individual worker qualifications)", + "Minor Works Electrical Certificate (where applicable)", + ], + }, +]; + +// ── Helpers ─────────────────────────────────────────────────────────────── + +function formatSize(bytes: number): string { + if (bytes < 1024 * 1024) return `${(bytes / 1024).toFixed(0)} KB`; + return `${(bytes / (1024 * 1024)).toFixed(1)} MB`; +} + +function contentTypeFor(ext: string): string { + const e = ext.toLowerCase(); + if (e === "pdf") return "application/pdf"; + if (["jpg", "jpeg"].includes(e)) return "image/jpeg"; + if (e === "png") return "image/png"; + return "application/octet-stream"; +} + +function parseMeasures(raw: string | null | undefined): string[] { + if (!raw) return []; + return raw.split(",").map((m) => m.trim()).filter(Boolean); +} + +function s3KeyBasename(key: string): string { + return key.split("/").pop() ?? key; +} + +async function getPresignedUrl(path: string, contentType: string): Promise { + const res = await fetch("/api/upload/retrofit-energy-assessments", { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ path, contentType, expiresInSeconds: 300 }), + }); + if (!res.ok) throw new Error("Failed to get presigned URL"); + const { url } = await res.json(); + return url; +} + +async function recordUpload(payload: { + s3FileKey: string; + s3FileBucket: string; + uprn?: string; + hubspotDealId?: string; + landlordPropertyId?: string; +}): Promise { + const res = await fetch("/api/upload/contractor-install", { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify(payload), + }); + if (!res.ok) throw new Error("Failed to record upload"); + const { id } = await res.json(); + return id; +} + +async function saveClassifications( + updates: { id: string; fileType: string; measureName?: string }[], +): Promise { + const res = await fetch("/api/upload/contractor-install", { + method: "PATCH", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ updates }), + }); + if (!res.ok) throw new Error("Failed to save classifications"); +} + +// ── PAS guidance panel ──────────────────────────────────────────────────── + +function PasGuidancePanel() { + const [open, setOpen] = useState(false); + return ( +
+ + {open && ( +
+ {PAS_REQUIREMENTS.map((section) => ( +
+

+ {section.heading} +

+
    + {section.items.map((item) => ( +
  • + + {item} +
    • + ))} +
+
+ ))} +

+ Insufficient mid-install photos will result in the Retrofit Coordinator sending back for re-submission and non-lodgement. +

+
+ )} +
+ ); +} + +// ── DocType select ──────────────────────────────────────────────────────── + +function DocTypeSelect({ value, onChange, showHint = false }: { value: string; onChange: (v: string) => void; showHint?: boolean }) { + const selected = FILE_TYPE_OPTIONS.find((o) => o.value === value); + + return ( +
+ + {showHint && selected?.hint && ( +

{selected.hint}

+ )} +
+ ); +} + +// ── Status icon ──────────────────────────────────────────────────────────── + +function StatusIcon({ status, isExisting, errorMsg }: { status: FileStatus; isExisting?: boolean; errorMsg?: string }) { + if (isExisting) return ; + if (status === "queued") return ; + if (status === "uploading") return ; + if (status === "done") return ; + return ; +} + +// ── Main component ───────────────────────────────────────────────────────── + +export default function ContractorUploadModal({ deal, portfolioId, onClose }: Props) { + const measures = parseMeasures(deal.proposedMeasures); + const fileInputRef = useRef(null); + const [isDragOver, setIsDragOver] = useState(false); + const [queue, setQueue] = useState([]); + const [phase, setPhase] = useState("loading"); + const [isUploading, setIsUploading] = useState(false); + const [isSaving, setIsSaving] = useState(false); + const [saveError, setSaveError] = useState(null); + + // ── Fetch existing unclassified files on mount ─────────────────────── + + useEffect(() => { + async function fetchExisting() { + const uprnParam = deal.uprn; + const propIdParam = deal.landlordPropertyId; + if (!uprnParam && !propIdParam) { + setPhase("upload"); + return; + } + + try { + const param = uprnParam + ? `uprn=${encodeURIComponent(uprnParam)}` + : `landlordPropertyId=${encodeURIComponent(propIdParam!)}`; + const res = await fetch(`/api/live-tracking/property-documents?${param}`); + if (!res.ok) throw new Error("fetch failed"); + const docs: { id: string; s3FileKey: string; docType: string | null; source: string | null }[] = await res.json(); + + const unclassified = docs.filter( + (d) => d.source === "contractor" && (d.docType === null || d.docType === "unknown"), + ); + + if (unclassified.length > 0) { + const entries: FileEntry[] = unclassified.map((d) => ({ + id: crypto.randomUUID(), + existingS3Key: d.s3FileKey, + displayName: s3KeyBasename(d.s3FileKey), + status: "done", + uploadedId: d.id, + docType: "", + measureName: measures[0] ?? "", + })); + setQueue(entries); + setPhase("classify"); + } else { + setPhase("upload"); + } + } catch { + // If fetch fails, just proceed to upload phase + setPhase("upload"); + } + } + + fetchExisting(); + // eslint-disable-next-line react-hooks/exhaustive-deps + }, []); + + // ── File selection ─────────────────────────────────────────────────── + + function addFiles(files: FileList | File[]) { + const newEntries: FileEntry[] = Array.from(files).map((f) => ({ + id: crypto.randomUUID(), + file: f, + displayName: f.name, + displaySize: formatSize(f.size), + status: "queued", + docType: "", + measureName: measures[0] ?? "", + })); + setQueue((prev) => [...prev, ...newEntries]); + } + + function handleInputChange(e: React.ChangeEvent) { + if (e.target.files?.length) addFiles(e.target.files); + e.target.value = ""; + } + + function handleDrop(e: React.DragEvent) { + e.preventDefault(); + setIsDragOver(false); + if (e.dataTransfer.files?.length) addFiles(e.dataTransfer.files); + } + + function removeFile(id: string) { + setQueue((prev) => prev.filter((f) => f.id !== id)); + } + + // ── Phase 1: Upload new files ──────────────────────────────────────── + + async function handleUpload() { + const toUpload = queue.filter((f) => f.status === "queued"); + if (toUpload.length === 0) { + // No new files to upload — go straight to classify for existing + setPhase("classify"); + return; + } + if (isUploading) return; + setIsUploading(true); + + setQueue((prev) => + prev.map((f) => f.status === "queued" ? { ...f, status: "uploading" } : f), + ); + + const uploadResults = await Promise.allSettled( + toUpload.map(async (entry) => { + const ext = (entry.file!.name.split(".").pop() ?? "bin").toLowerCase(); + const ct = contentTypeFor(ext); + const timestamp = Date.now(); + const s3Key = `contractor-install/${deal.dealId}/unclassified/${timestamp}_${entry.id.slice(0, 8)}.${ext}`; + + const presignedUrl = await getPresignedUrl(s3Key, ct); + await uploadFileToS3({ presignedUrl, file: entry.file!, contentType: ct }); + + const urlObj = new URL(presignedUrl); + const bucket = urlObj.hostname.split(".")[0]; + + const uploadedId = await recordUpload({ + s3FileKey: s3Key, + s3FileBucket: bucket, + uprn: deal.uprn ?? undefined, + hubspotDealId: deal.dealId, + landlordPropertyId: deal.landlordPropertyId ?? undefined, + }); + + return { id: entry.id, uploadedId }; + }), + ); + + const resultMap = new Map( + uploadResults.map((r, i) => [ + toUpload[i].id, + r.status === "fulfilled" ? { ok: true, uploadedId: r.value.uploadedId } : { ok: false }, + ]), + ); + + setQueue((prev) => + prev.map((f) => { + const r = resultMap.get(f.id); + if (!r) return f; + if (r.ok) return { ...f, status: "done", uploadedId: r.uploadedId }; + return { ...f, status: "error", errorMsg: "Upload failed" }; + }), + ); + + setIsUploading(false); + setPhase("classify"); + } + + // ── Phase 2: Classify ──────────────────────────────────────────────── + + function updateEntryField(id: string, field: "docType" | "measureName", value: string) { + setQueue((prev) => prev.map((f) => (f.id === id ? { ...f, [field]: value } : f))); + } + + const classifiableEntries = queue.filter((f) => f.status === "done" && f.uploadedId); + const allClassified = classifiableEntries.length > 0 && classifiableEntries.every((f) => f.docType !== ""); + + async function handleSaveClassifications() { + setSaveError(null); + setIsSaving(true); + try { + await saveClassifications( + classifiableEntries.map((f) => ({ + id: f.uploadedId!, + fileType: f.docType, + measureName: (f.measureName && f.measureName !== "__none__") ? f.measureName : undefined, + })), + ); + onClose(); + } catch { + setSaveError("Failed to save classifications. Please try again."); + } finally { + setIsSaving(false); + } + } + + // ── Computed ───────────────────────────────────────────────────────── + + const newQueuedCount = queue.filter((f) => f.status === "queued").length; + const existingCount = queue.filter((f) => f.existingS3Key && f.status === "done").length; + const propertyLabel = deal.dealname ?? deal.landlordPropertyId ?? deal.dealId; + + // ── Render ─────────────────────────────────────────────────────────── + + return ( + + + + + {phase === "loading" ? "Loading…" : + phase === "upload" ? "Upload Documents" : + "Classify Documents"} + + + {phase === "loading" && "Checking for pending files…"} + {phase === "upload" && ( + <> + Upload install documents for {propertyLabel}. + {existingCount > 0 && ` ${existingCount} file${existingCount !== 1 ? "s" : ""} are pending classification.`} + + )} + {phase === "classify" && ( + <> + {classifiableEntries.length} file{classifiableEntries.length !== 1 ? "s" : ""} ready to classify. + Select a document type for each, then save. + + )} + + + +
+ + {/* ── Loading ── */} + {phase === "loading" && ( +
+ +
+ )} + + {/* ── Phase 1: Upload ── */} + {phase === "upload" && ( + <> + {/* PAS guidance */} + + + {/* Existing unclassified banner */} + {existingCount > 0 && ( +
+ + + {existingCount} previously uploaded file{existingCount !== 1 ? "s" : ""} {existingCount !== 1 ? "are" : "is"} waiting to be classified. + Add new files or go straight to classification. + +
+ )} + + {/* Drop zone */} +
fileInputRef.current?.click()} + onDragOver={(e) => { e.preventDefault(); setIsDragOver(true); }} + onDragLeave={() => setIsDragOver(false)} + onDrop={handleDrop} + > + +

Drop files here or click to browse

+

PDF, JPG, PNG accepted · Multiple files OK

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

{entry.displayName}

+ {entry.displaySize &&

{entry.displaySize}

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

{entry.displayName}

+ {entry.displaySize &&

{entry.displaySize}

} + {entry.existingS3Key &&

Previously uploaded

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

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

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

{f.displayName}

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

+ {saveError} +

+ )} +
+ )} +
+ + + {phase === "loading" && ( + + )} + + {phase === "upload" && ( + <> + + + + )} + + {phase === "classify" && ( + <> + + + + )} + + + + ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx index b89ba9b..01baed9 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx @@ -28,14 +28,18 @@ import { } from "@/app/shadcn_components/ui/select"; import { Search, ChevronLeft, ChevronRight, Download } from "lucide-react"; import { createDocumentTableColumns } from "./DocumentTableColumns"; -import type { ClassifiedDeal, DocStatusMap } from "./types"; +import ContractorUploadModal from "./ContractorUploadModal"; +import type { ClassifiedDeal, DocStatusMap, PortfolioCapabilityType } from "./types"; -type SurveyStatusFilter = "all" | "none" | "partial" | "complete"; +type RetroAssessmentFilter = "all" | "none" | "partial" | "complete"; +type InstallStatusFilter = "all" | "none" | "hasDocs" | "partial" | "complete"; interface DocumentTableProps { data: ClassifiedDeal[]; onOpenDrawer: (uprn: string | null, landlordPropertyId: string | null, dealname: string | null) => void; docStatusMap: DocStatusMap; + portfolioId: string; + userCapability: PortfolioCapabilityType; } function escapeCell(value: unknown): string { @@ -49,29 +53,46 @@ function escapeCell(value: unknown): string { : str; } -export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: DocumentTableProps) { +export default function DocumentTable({ data, onOpenDrawer, docStatusMap, portfolioId, userCapability }: DocumentTableProps) { const [globalFilter, setGlobalFilter] = useState(""); - const [surveyStatusFilter, setSurveyStatusFilter] = useState("all"); + const [retroAssessmentFilter, setRetroAssessmentFilter] = useState("all"); + const [installStatusFilter, setInstallStatusFilter] = useState("all"); const [sorting, setSorting] = useState([]); const [pagination, setPagination] = useState({ pageIndex: 0, pageSize: 25, }); + const [uploadDeal, setUploadDeal] = useState(null); const filteredData = useMemo(() => { - if (surveyStatusFilter === "all") return data; return data.filter((d) => { const status = d.uprn ? docStatusMap[d.uprn] : undefined; - if (surveyStatusFilter === "none") return !status || !status.hasDocs; - if (surveyStatusFilter === "partial") return !!status?.hasDocs && !status.isComplete; - if (surveyStatusFilter === "complete") return !!status?.isComplete; + + if (retroAssessmentFilter !== "all") { + if (retroAssessmentFilter === "none" && !(!status || !status.hasSurveyDocs)) return false; + if (retroAssessmentFilter === "partial" && !(status?.hasSurveyDocs && !status.isSurveyComplete)) return false; + if (retroAssessmentFilter === "complete" && !status?.isSurveyComplete) return false; + } + + if (installStatusFilter !== "all") { + const s = status?.installStatus ?? "none"; + if (installStatusFilter === "none" && s !== "none") return false; + if (installStatusFilter === "hasDocs" && s !== "hasDocs") return false; + if (installStatusFilter === "partial" && s !== "partial") return false; + if (installStatusFilter === "complete" && s !== "all") return false; + } + return true; }); - }, [data, surveyStatusFilter, docStatusMap]); + }, [data, retroAssessmentFilter, installStatusFilter, docStatusMap]); const columns = useMemo( - () => createDocumentTableColumns(onOpenDrawer, docStatusMap), - [onOpenDrawer, docStatusMap], + () => createDocumentTableColumns( + onOpenDrawer, + docStatusMap, + userCapability.includes("contractor") ? setUploadDeal : undefined, + ), + [onOpenDrawer, docStatusMap, userCapability], ); const table = useReactTable({ @@ -90,19 +111,27 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: Docu const downloadCsv = () => { const rows = table.getFilteredRowModel().rows; - const header = "Address,Landlord ID,Survey Status"; + const header = "Address,Landlord ID,Retrofit Assessment Status,Install Docs Status"; const body = rows .map((row) => { const status = row.original.uprn ? docStatusMap[row.original.uprn] : undefined; - const surveyStatus = status?.isComplete + const retroStatus = status?.isSurveyComplete ? "Complete" - : status?.hasDocs + : status?.hasSurveyDocs ? "Partial" : "No Docs"; + const installStatusMap: Record = { + all: "All Measures", + partial: "Some Measures", + hasDocs: "Has Docs", + none: "No Docs", + }; + const installStatus = installStatusMap[status?.installStatus ?? "none"]; return [ escapeCell(row.original.dealname), escapeCell(row.original.landlordPropertyId), - surveyStatus, + retroStatus, + installStatus, ].join(","); }) .join("\n"); @@ -119,11 +148,19 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: Docu const currentPage = table.getState().pagination.pageIndex + 1; const totalFiltered = table.getFilteredRowModel().rows.length; - const surveyStatusLabel: Record = { - all: "All statuses", - none: "No Survey Docs", - partial: "Partial Survey Docs", - complete: "Complete Survey Docs", + const retroAssessmentLabel: Record = { + all: "All retrofit statuses", + none: "No Retrofit Docs", + partial: "Partial Retrofit Docs", + complete: "Complete Retrofit Docs", + }; + + const installStatusLabel: Record = { + all: "All install statuses", + none: "No Install Docs", + hasDocs: "Has Install Docs", + partial: "Some Measures", + complete: "All Measures", }; return ( @@ -144,22 +181,42 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: Docu /> - {/* Survey status filter */} + {/* Retrofit assessment filter */} + + {/* Install docs filter */} + @@ -184,7 +241,7 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: Docu {" "} of{" "} {totalFiltered}{" "} - {surveyStatusFilter !== "all" ? `(${surveyStatusLabel[surveyStatusFilter].toLowerCase()}) ` : ""} + {(retroAssessmentFilter !== "all" || installStatusFilter !== "all") ? "(filtered) " : ""} propert{totalFiltered === 1 ? "y" : "ies"}

@@ -239,6 +296,15 @@ export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: Docu + {/* Contractor upload modal */} + {uploadDeal && ( + setUploadDeal(null)} + /> + )} + {/* Pagination */} {pageCount > 1 && (
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTableColumns.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTableColumns.tsx index f88514d..d630130 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTableColumns.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTableColumns.tsx @@ -1,7 +1,7 @@ "use client"; import { ColumnDef } from "@tanstack/react-table"; -import { ArrowUpDown, CheckCircle2, AlertCircle, FileX } from "lucide-react"; +import { ArrowUpDown, CheckCircle2, AlertCircle, FileX, Upload, Package } from "lucide-react"; import type { ClassifiedDeal, DocStatusMap, DocStatus } from "./types"; function SortableHeader({ @@ -22,8 +22,8 @@ function SortableHeader({ ); } -function SurveyStatusBadge({ status }: { status: DocStatus | undefined }) { - if (status?.isComplete) { +function RetroAssessmentBadge({ status }: { status: DocStatus | undefined }) { + if (status?.isSurveyComplete) { return ( @@ -31,7 +31,7 @@ function SurveyStatusBadge({ status }: { status: DocStatus | undefined }) { ); } - if (status?.hasDocs) { + if (status?.hasSurveyDocs) { return ( @@ -47,9 +47,44 @@ function SurveyStatusBadge({ status }: { status: DocStatus | undefined }) { ); } +function InstallDocsBadge({ status }: { status: DocStatus | undefined }) { + const installStatus = status?.installStatus ?? "none"; + if (installStatus === "all") { + return ( + + + All Measures + + ); + } + if (installStatus === "partial") { + return ( + + + Some Measures + + ); + } + if (installStatus === "hasDocs") { + return ( + + + Has Docs + + ); + } + return ( + + + No Docs + + ); +} + export function createDocumentTableColumns( onOpenDrawer: (uprn: string | null, landlordPropertyId: string | null, dealname: string | null) => void, docStatusMap: DocStatusMap = {}, + onUpload?: (deal: ClassifiedDeal) => void, ): ColumnDef[] { return [ // ── Address ────────────────────────────────────────────────────────── @@ -80,19 +115,38 @@ export function createDocumentTableColumns( enableHiding: false, }, - // ── Survey Status ───────────────────────────────────────────────────── + // ── Retrofit Assessment Docs Status ─────────────────────────────────── { - id: "surveyStatus", + id: "retroAssessmentStatus", accessorFn: (row) => { const status = row.uprn ? docStatusMap[row.uprn] : undefined; - if (status?.isComplete) return 2; - if (status?.hasDocs) return 1; + if (status?.isSurveyComplete) return 2; + if (status?.hasSurveyDocs) return 1; return 0; }, - header: ({ column }) => , + header: ({ column }) => , cell: ({ row }) => { const status = row.original.uprn ? docStatusMap[row.original.uprn] : undefined; - return ; + return ; + }, + enableHiding: false, + }, + + // ── Install Docs Status ─────────────────────────────────────────────── + { + id: "installDocs", + accessorFn: (row) => { + const status = row.uprn ? docStatusMap[row.uprn] : undefined; + const s = status?.installStatus ?? "none"; + if (s === "all") return 3; + if (s === "partial") return 2; + if (s === "hasDocs") return 1; + return 0; + }, + header: ({ column }) => , + cell: ({ row }) => { + const status = row.original.uprn ? docStatusMap[row.original.uprn] : undefined; + return ; }, enableHiding: false, }, @@ -110,11 +164,11 @@ export function createDocumentTableColumns( let icon: React.ReactNode; let className: string; - if (status?.isComplete) { + if (status?.isSurveyComplete) { icon = ; className = "inline-flex items-center gap-1.5 px-2.5 py-1.5 rounded-lg text-xs font-medium border border-emerald-200 text-emerald-700 bg-emerald-50 hover:bg-emerald-100 hover:border-emerald-300 transition-all duration-150 whitespace-nowrap"; - } else if (status?.hasDocs) { + } else if (status?.hasSurveyDocs) { icon = ; className = "inline-flex items-center gap-1.5 px-2.5 py-1.5 rounded-lg text-xs font-medium border border-amber-200 text-amber-700 bg-amber-50 hover:bg-amber-100 hover:border-amber-300 transition-all duration-150 whitespace-nowrap"; @@ -143,5 +197,24 @@ export function createDocumentTableColumns( enableSorting: false, enableHiding: false, }, + + // ── Upload button (contractor only) ────────────────────────────────── + ...(onUpload ? [{ + id: "upload", + header: () => ( + Upload + ), + cell: ({ row }: { row: { original: ClassifiedDeal } }) => ( + + ), + enableSorting: false, + enableHiding: false, + } as ColumnDef] : []), ]; } diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx index 502bd71..f8e92ab 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx @@ -9,10 +9,11 @@ import { TabsTrigger, } from "@/app/shadcn_components/ui/tabs"; import { Card, CardContent } from "@/app/shadcn_components/ui/card"; -import { BarChart2, Table2, FolderOpen } from "lucide-react"; +import { BarChart2, Table2, FolderOpen, Wrench } from "lucide-react"; import DrillDownTable from "./DrillDownTable"; import PropertyTable from "./PropertyTable"; import DocumentTable from "./DocumentTable"; +import MeasuresTable from "./MeasuresTable"; import type { HubspotDeal } from "./types"; import PropertyDrawer from "./PropertyDrawer"; import PropertyDetailDrawer from "./PropertyDetailDrawer"; @@ -30,9 +31,14 @@ export default function LiveTracker({ totalDeals, majorConditionDeals, docStatusMap, + userCapability, + approvalsByDeal, + portfolioId, + userRole, + userEmail, }: LiveTrackerProps) { // ── Tab state ──────────────────────────────────────────────────────── - const [activeTab, setActiveTab] = useState<"analytics" | "properties" | "documents">( + const [activeTab, setActiveTab] = useState<"analytics" | "properties" | "documents" | "measures">( "analytics", ); @@ -94,7 +100,7 @@ export default function LiveTracker({
setActiveTab(v as "analytics" | "properties" | "documents")} + onValueChange={(v) => setActiveTab(v as "analytics" | "properties" | "documents" | "measures")} > {/* Tab bar */} @@ -119,6 +125,13 @@ export default function LiveTracker({ Document Management + + + Measures + {/* Analytics tab */} @@ -207,6 +220,40 @@ export default function LiveTracker({ />
+ + {/* Measures tab */} + +
+ {projects.length > 1 && ( +
+ Project: + +
+ )} + +
+ {/* ── Drill-down table modal ─────────────────────────────────────── */} @@ -312,6 +359,10 @@ export default function LiveTracker({ setDetailDeal(null)} + portfolioId={portfolioId} + userRole={userRole} + userCapability={userCapability} + userEmail={userEmail} />
); diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx new file mode 100644 index 0000000..f7e3414 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/MeasuresTable.tsx @@ -0,0 +1,469 @@ +"use client"; + +import React, { useMemo, useState } from "react"; +import { useMutation, useQuery } from "@tanstack/react-query"; +import { + Table, + TableBody, + TableCell, + TableHead, + TableHeader, + TableRow, +} from "@/app/shadcn_components/ui/table"; +import { Input } from "@/app/shadcn_components/ui/input"; +import { Button } from "@/app/shadcn_components/ui/button"; +import { Badge } from "@/app/shadcn_components/ui/badge"; +import { Checkbox } from "@/app/shadcn_components/ui/checkbox"; +import { Search, Save, ChevronDown, ChevronRight } from "lucide-react"; +import { STAGE_COLORS } from "./types"; +import type { ClassifiedDeal, PortfolioCapabilityType, ApprovalsByDeal } from "./types"; +import { ApprovalConfirmDialog, type PendingDiff } from "./ApprovalConfirmDialog"; + +type AuditEvent = { + id: string; + hubspotDealId: string; + measureName: string; + action: string; // 'approved' | 'unapproved' + actedByEmail: string; + actedByName: string | null; + actedAt: string; // ISO string +}; + +type Props = { + data: ClassifiedDeal[]; + userCapability: PortfolioCapabilityType; + approvalsByDeal: ApprovalsByDeal; + portfolioId: string; +}; + +function parseMeasures(raw: string | null | undefined): string[] { + if (!raw) return []; + return raw.split(",").map((m) => m.trim()).filter(Boolean); +} + +function ApprovalStatus({ + proposed, + approved, +}: { + proposed: string[]; + approved: string[]; +}) { + if (proposed.length === 0) return null; + const approvedSet = new Set(approved); + const approvedCount = proposed.filter((m) => approvedSet.has(m)).length; + + if (approvedCount === 0) { + return ( + + Pending + + ); + } + if (approvedCount === proposed.length) { + return ( + + Fully Approved + + ); + } + return ( + + {approvedCount}/{proposed.length} Approved + + ); +} + +function formatDate(iso: string) { + return new Date(iso).toLocaleString("en-GB", { + day: "numeric", + month: "short", + year: "numeric", + hour: "2-digit", + minute: "2-digit", + }); +} + +function ActivityLog({ + dealId, + portfolioId, +}: { + dealId: string; + portfolioId: string; +}) { + const { data, isLoading } = useQuery<{ events: AuditEvent[] }>({ + queryKey: ["approvalEvents", portfolioId, dealId], + queryFn: async () => { + const res = await fetch( + `/api/portfolio/${portfolioId}/approvals?dealIds=${dealId}&include=events`, + ); + if (!res.ok) throw new Error("Failed to fetch events"); + return res.json(); + }, + staleTime: 30_000, + }); + + if (isLoading) { + return ( +

Loading activity…

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

No activity yet.

+ ); + } + + return ( +
+ {events.map((e) => ( +
+ + {e.action === "approved" ? "Approved" : "Unapproved"} + + {e.measureName} + · + + {e.actedByName ?? e.actedByEmail} + + · + {formatDate(e.actedAt)} +
+ ))} +
+ ); +} + +async function postApprovalChanges( + portfolioId: string, + changes: { hubspotDealId: string; measureName: string; approved: boolean }[], +) { + const res = await fetch(`/api/portfolio/${portfolioId}/approvals`, { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ changes }), + }); + if (!res.ok) throw new Error("Failed to save approvals"); +} + +export default function MeasuresTable({ + data, + userCapability, + approvalsByDeal, + portfolioId, +}: Props) { + const [search, setSearch] = useState(""); + // pendingChanges: dealId -> desired Set (the full intended approved set) + const [pendingChanges, setPendingChanges] = useState< + Record> + >({}); + const [savedApprovals, setSavedApprovals] = + useState(approvalsByDeal); + const [showConfirm, setShowConfirm] = useState(false); + const [expandedRows, setExpandedRows] = useState>(new Set()); + + // Filter to only properties with proposed measures + const dealsWithMeasures = useMemo( + () => data.filter((d) => d.proposedMeasures), + [data], + ); + + const filtered = useMemo(() => { + const q = search.toLowerCase(); + if (!q) return dealsWithMeasures; + return dealsWithMeasures.filter( + (d) => + d.dealname?.toLowerCase().includes(q) || + d.landlordPropertyId?.toLowerCase().includes(q) || + d.proposedMeasures?.toLowerCase().includes(q), + ); + }, [dealsWithMeasures, search]); + + const hasPendingChanges = Object.keys(pendingChanges).length > 0; + + // Compute diffs: for each deal in pendingChanges, what's added vs removed vs saved + const pendingDiffs = useMemo>(() => { + const diffs: Record = {}; + for (const [dealId, pending] of Object.entries(pendingChanges)) { + const saved = new Set(savedApprovals[dealId] ?? []); + const added = [...pending].filter((m) => !saved.has(m)); + const removed = [...saved].filter((m) => !pending.has(m)); + if (added.length > 0 || removed.length > 0) { + diffs[dealId] = { added, removed }; + } + } + return diffs; + }, [pendingChanges, savedApprovals]); + + const dealNames = useMemo>(() => { + const map: Record = {}; + for (const d of dealsWithMeasures) { + map[d.dealId] = d.dealname ?? d.landlordPropertyId ?? d.dealId; + } + return map; + }, [dealsWithMeasures]); + + const saveMutation = useMutation({ + mutationFn: () => { + // Build flat list of explicit changes from diffs + const changes: { hubspotDealId: string; measureName: string; approved: boolean }[] = []; + for (const [dealId, diff] of Object.entries(pendingDiffs)) { + for (const m of diff.added) changes.push({ hubspotDealId: dealId, measureName: m, approved: true }); + for (const m of diff.removed) changes.push({ hubspotDealId: dealId, measureName: m, approved: false }); + } + return postApprovalChanges(portfolioId, changes); + }, + onSuccess: () => { + setSavedApprovals((prev) => { + const next = { ...prev }; + for (const [dealId, pending] of Object.entries(pendingChanges)) { + next[dealId] = Array.from(pending); + } + return next; + }); + setPendingChanges({}); + setShowConfirm(false); + }, + }); + + function toggleMeasure(dealId: string, measure: string) { + setPendingChanges((prev) => { + const base = + prev[dealId] !== undefined + ? new Set(prev[dealId]) + : new Set(savedApprovals[dealId] ?? []); + + if (base.has(measure)) { + base.delete(measure); + } else { + base.add(measure); + } + + // If pending equals saved, remove from tracking + const saved = new Set(savedApprovals[dealId] ?? []); + const equal = base.size === saved.size && [...base].every((m) => saved.has(m)); + + const next = { ...prev }; + if (equal) { + delete next[dealId]; + } else { + next[dealId] = base; + } + return next; + }); + } + + function toggleRowExpand(dealId: string) { + setExpandedRows((prev) => { + const next = new Set(prev); + if (next.has(dealId)) next.delete(dealId); + else next.add(dealId); + return next; + }); + } + + if (dealsWithMeasures.length === 0) { + return ( +
+

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

+
+ ); + } + + return ( +
+ {/* Toolbar */} +
+
+ + setSearch(e.target.value)} + className="pl-9 h-9 text-sm" + /> +
+
+ + {filtered.length} of {dealsWithMeasures.length} properties + + {userCapability.includes("approver") && hasPendingChanges && ( + + )} +
+
+ + {/* Table */} +
+ + + + + + Address + + + Stage + + + Proposed Measures + + + Status + + + + + {filtered.map((deal) => { + const proposed = parseMeasures(deal.proposedMeasures); + const approvedForDeal = + pendingChanges[deal.dealId] !== undefined + ? Array.from(pendingChanges[deal.dealId]) + : (savedApprovals[deal.dealId] ?? []); + const approvedSet = new Set(approvedForDeal); + const stageColor = STAGE_COLORS[deal.displayStage]; + const hasPending = pendingChanges[deal.dealId] !== undefined; + const isExpanded = expandedRows.has(deal.dealId); + + return ( + + + {/* Expand toggle */} + + + + + {/* Address */} + +
+ {deal.dealname ?? "—"} +
+ {deal.landlordPropertyId && ( +
+ {deal.landlordPropertyId} +
+ )} + + + {/* Stage */} + + + + {deal.displayStage} + + + + {/* Proposed measures */} + +
+ {proposed.map((measure) => { + const isApproved = approvedSet.has(measure); + if (userCapability.includes("approver")) { + return ( + + ); + } + return ( + + {measure} + + ); + })} +
+ + + {/* Status */} + + + + + + + {/* Expandable activity log row */} + {isExpanded && ( + + +
+

+ Activity log +

+ +
+ + + )} + + ); + })} + +
+
+ + {/* Confirmation dialog */} + saveMutation.mutate()} + onCancel={() => setShowConfirm(false)} + isPending={saveMutation.isPending} + /> + +
+ ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx index cbe9c9d..3dbb42c 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx @@ -1,17 +1,284 @@ "use client"; -import { motion, AnimatePresence } from "framer-motion"; -import { X, CheckCircle2, Circle, AlertTriangle } from "lucide-react"; +import { useState } from "react"; +import { useQuery, useQueryClient } from "@tanstack/react-query"; +import { X, CheckCircle2, Circle, AlertTriangle, ChevronRight, ChevronDown, Trash2 } from "lucide-react"; import { Drawer, DrawerClose, DrawerContent, DrawerHeader, DrawerTitle, - DrawerDescription, } from "@/app/shadcn_components/ui/drawer"; +import { + Dialog, + DialogContent, + DialogHeader, + DialogTitle, + DialogFooter, +} from "@/app/shadcn_components/ui/dialog"; +import { + Tooltip, + TooltipContent, + TooltipProvider, + TooltipTrigger, +} from "@/app/shadcn_components/ui/tooltip"; import { STAGE_COLORS } from "./types"; -import type { ClassifiedDeal } from "./types"; +import type { ClassifiedDeal, PortfolioCapabilityType, RemovalRequest } from "./types"; + +// ----------------------------------------------------------------------- +// Removal request section +// ----------------------------------------------------------------------- +const WRITE_ROLES = ["creator", "admin", "write"]; + +function RemovalRequestSection({ + dealId, + portfolioId, + userRole, + userCapability, +}: { + dealId: string; + portfolioId: string; + userRole: string; + userCapability: PortfolioCapabilityType; +}) { + const queryClient = useQueryClient(); + const [dialogOpen, setDialogOpen] = useState(false); + const [reason, setReason] = useState(""); + const [submitting, setSubmitting] = useState(false); + const [reviewing, setReviewing] = useState(false); + const [error, setError] = useState(null); + + const canRequest = WRITE_ROLES.includes(userRole); + const isApprover = userCapability.includes("approver"); + + const { data, isLoading } = useQuery<{ requests: RemovalRequest[] }>({ + queryKey: ["removalRequests", portfolioId, dealId], + queryFn: async () => { + const res = await fetch( + `/api/portfolio/${portfolioId}/removal-requests?dealId=${dealId}`, + ); + if (!res.ok) throw new Error("Failed to fetch removal requests"); + return res.json(); + }, + staleTime: 30_000, + }); + + const pendingRequest = data?.requests?.find((r) => r.status === "pending") ?? null; + const latestResolvedRequest = data?.requests?.find((r) => r.status !== "pending") ?? null; + + async function handleSubmit() { + if (!reason.trim()) return; + setSubmitting(true); + setError(null); + try { + const res = await fetch(`/api/portfolio/${portfolioId}/removal-requests`, { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ hubspotDealId: dealId, reason: reason.trim() }), + }); + if (!res.ok) { + const json = await res.json().catch(() => ({})); + setError(json.error ?? "Failed to submit request"); + return; + } + setDialogOpen(false); + setReason(""); + queryClient.invalidateQueries({ queryKey: ["removalRequests", portfolioId, dealId] }); + } finally { + setSubmitting(false); + } + } + + async function handleReview(requestId: string, action: "approved" | "declined") { + setReviewing(true); + setError(null); + try { + const res = await fetch(`/api/portfolio/${portfolioId}/removal-requests`, { + method: "PATCH", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ requestId: Number(requestId), action }), + }); + if (!res.ok) { + const json = await res.json().catch(() => ({})); + setError(json.error ?? "Failed to review request"); + return; + } + queryClient.invalidateQueries({ queryKey: ["removalRequests", portfolioId, dealId] }); + } finally { + setReviewing(false); + } + } + + if (isLoading) { + return

Loading…

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

{error}

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

{pendingRequest.reason}

+

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

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

{latestResolvedRequest.reason}

+

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

+ {latestResolvedRequest.reviewedByEmail && ( +

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

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

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

+