From cb0475db5869b1803d0bb0fe9641d59d870a4953 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Sun, 22 Feb 2026 10:05:17 +0000 Subject: [PATCH 01/79] added cascading delete --- src/app/db/migrations/0150_green_switch.sql | 6 + .../migrations/0151_regular_lila_cheney.sql | 3 + .../migrations/0152_sparkling_kat_farrell.sql | 3 + src/app/db/migrations/meta/0150_snapshot.json | 5657 +++++++++++++++++ src/app/db/migrations/meta/0151_snapshot.json | 5657 +++++++++++++++++ src/app/db/migrations/meta/0152_snapshot.json | 5657 +++++++++++++++++ src/app/db/migrations/meta/_journal.json | 21 + src/app/db/schema/recommendations.ts | 36 +- 8 files changed, 17022 insertions(+), 18 deletions(-) create mode 100644 src/app/db/migrations/0150_green_switch.sql create mode 100644 src/app/db/migrations/0151_regular_lila_cheney.sql create mode 100644 src/app/db/migrations/0152_sparkling_kat_farrell.sql create mode 100644 src/app/db/migrations/meta/0150_snapshot.json create mode 100644 src/app/db/migrations/meta/0151_snapshot.json create mode 100644 src/app/db/migrations/meta/0152_snapshot.json diff --git a/src/app/db/migrations/0150_green_switch.sql b/src/app/db/migrations/0150_green_switch.sql new file mode 100644 index 00000000..5ba91e71 --- /dev/null +++ b/src/app/db/migrations/0150_green_switch.sql @@ -0,0 +1,6 @@ +ALTER TABLE "plan_recommendations" DROP CONSTRAINT "plan_recommendations_plan_id_plan_id_fk"; +--> statement-breakpoint +ALTER TABLE "recommendation_materials" DROP CONSTRAINT "recommendation_materials_recommendation_id_recommendation_id_fk"; +--> statement-breakpoint +ALTER TABLE "plan_recommendations" ADD CONSTRAINT "plan_recommendations_plan_id_plan_id_fk" FOREIGN KEY ("plan_id") REFERENCES "public"."plan"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "recommendation_materials" ADD CONSTRAINT "recommendation_materials_recommendation_id_recommendation_id_fk" FOREIGN KEY ("recommendation_id") REFERENCES "public"."recommendation"("id") ON DELETE cascade ON UPDATE no action; \ No newline at end of file diff --git a/src/app/db/migrations/0151_regular_lila_cheney.sql b/src/app/db/migrations/0151_regular_lila_cheney.sql new file mode 100644 index 00000000..f84910db --- /dev/null +++ b/src/app/db/migrations/0151_regular_lila_cheney.sql @@ -0,0 +1,3 @@ +ALTER TABLE "plan_recommendations" DROP CONSTRAINT "plan_recommendations_recommendation_id_recommendation_id_fk"; +--> statement-breakpoint +ALTER TABLE "plan_recommendations" ADD CONSTRAINT "plan_recommendations_recommendation_id_recommendation_id_fk" FOREIGN KEY ("recommendation_id") REFERENCES "public"."recommendation"("id") ON DELETE cascade ON UPDATE no action; \ No newline at end of file diff --git a/src/app/db/migrations/0152_sparkling_kat_farrell.sql b/src/app/db/migrations/0152_sparkling_kat_farrell.sql new file mode 100644 index 00000000..2cefacc7 --- /dev/null +++ b/src/app/db/migrations/0152_sparkling_kat_farrell.sql @@ -0,0 +1,3 @@ +ALTER TABLE "plan_recommendations" DROP CONSTRAINT "plan_recommendations_plan_id_plan_id_fk"; +--> statement-breakpoint +ALTER TABLE "plan_recommendations" ADD CONSTRAINT "plan_recommendations_plan_id_plan_id_fk" FOREIGN KEY ("plan_id") REFERENCES "public"."plan"("id") ON DELETE no action ON UPDATE no action; \ No newline at end of file diff --git a/src/app/db/migrations/meta/0150_snapshot.json b/src/app/db/migrations/meta/0150_snapshot.json new file mode 100644 index 00000000..ce6421e3 --- /dev/null +++ b/src/app/db/migrations/meta/0150_snapshot.json @@ -0,0 +1,5657 @@ +{ + "id": "3b595d69-8cbf-4c83-abc5-9b108151d2bd", + "prevId": "443f8012-605b-4f7d-af17-4c3da40243dc", + "version": "7", + "dialect": "postgresql", + "tables": { + "public.postcode_search": { + "name": "postcode_search", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "serial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": 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"energy_tariff": { + "name": "energy_tariff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "mechanical_ventilation": { + "name": "mechanical_ventilation", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "solar_water_heating_flag": { + "name": "solar_water_heating_flag", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "co2_emissions_potential": { + "name": "co2_emissions_potential", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "number_heated_rooms": { + "name": "number_heated_rooms", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "floor_description": { + "name": "floor_description", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "energy_consumption_potential": { + "name": "energy_consumption_potential", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "built_form": { + "name": "built_form", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "number_open_fireplaces": { + "name": "number_open_fireplaces", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "windows_description": { + "name": "windows_description", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "glazed_area": { + "name": "glazed_area", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "inspection_date": { + "name": "inspection_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true + }, + "mains_gas_flag": { + "name": "mains_gas_flag", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "co2_emiss_curr_per_floor_area": { + "name": "co2_emiss_curr_per_floor_area", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "heat_loss_corridor": { + "name": "heat_loss_corridor", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "unheated_corridor_length": { + "name": "unheated_corridor_length", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "flat_storey_count": { + "name": "flat_storey_count", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "roof_energy_eff": { + "name": "roof_energy_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "total_floor_area": { + "name": "total_floor_area", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "environment_impact_current": { + "name": "environment_impact_current", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "roof_description": { + "name": "roof_description", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "floor_energy_eff": { + "name": "floor_energy_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "number_habitable_rooms": { + "name": "number_habitable_rooms", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "hot_water_env_eff": { + "name": "hot_water_env_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "mainheatc_energy_eff": { + "name": "mainheatc_energy_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "main_fuel": { + "name": "main_fuel", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "lighting_env_eff": { + "name": "lighting_env_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "windows_energy_eff": { + "name": "windows_energy_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "floor_env_eff": { + "name": "floor_env_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "sheating_env_eff": { + "name": "sheating_env_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "lighting_description": { + "name": "lighting_description", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "roof_env_eff": { + "name": "roof_env_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "walls_energy_eff": { + "name": "walls_energy_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "photo_supply": { + "name": "photo_supply", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "lighting_cost_potential": { + "name": "lighting_cost_potential", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "mainheat_env_eff": { + "name": "mainheat_env_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "multi_glaze_proportion": { + "name": "multi_glaze_proportion", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "main_heating_controls": { + "name": "main_heating_controls", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "flat_top_storey": { + "name": "flat_top_storey", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "secondheat_description": { + "name": "secondheat_description", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "walls_env_eff": { + "name": "walls_env_eff", + "type": "text", + "primaryKey": 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"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.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.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 8fb3120d..70cc5ccc 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1051,6 +1051,27 @@ "when": 1769597155526, "tag": "0149_rich_luminals", "breakpoints": true + }, + { + "idx": 150, + "version": "7", + "when": 1771753702175, + "tag": "0150_green_switch", + "breakpoints": true + }, + { + "idx": 151, + "version": "7", + "when": 1771754445853, + "tag": "0151_regular_lila_cheney", + "breakpoints": true + }, + { + "idx": 152, + "version": "7", + "when": 1771754572720, + "tag": "0152_sparkling_kat_farrell", + "breakpoints": true } ] } \ No newline at end of file diff --git a/src/app/db/schema/recommendations.ts b/src/app/db/schema/recommendations.ts index 725b469c..e5aa6683 100644 --- a/src/app/db/schema/recommendations.ts +++ b/src/app/db/schema/recommendations.ts @@ -95,15 +95,15 @@ export const recommendation = pgTable( index("idx_recommendation_active_defaults") .on(table.id) .where( - sql`${table.default} = true AND ${table.alreadyInstalled} = false` + sql`${table.default} = true AND ${table.alreadyInstalled} = false`, ), index("idx_recommendation_active_id_property") .on(table.id, table.propertyId) .where( - sql`${table.default} = true AND ${table.alreadyInstalled} = false` + sql`${table.default} = true AND ${table.alreadyInstalled} = false`, ), - ] + ], ); export const unitQuantity: [string, ...string[]] = ["m2", "part", "kwp"]; @@ -117,7 +117,7 @@ export const recommendationMaterials = pgTable( mode: "bigint", }) .notNull() - .references(() => recommendation.id), + .references(() => recommendation.id, { onDelete: "cascade" }), materialId: bigint("material_id", { mode: "bigint" }) .notNull() .references(() => material.id), @@ -129,9 +129,9 @@ export const recommendationMaterials = pgTable( }, (table) => [ index("recommendation_materials_recommendation_id_idx").on( - table.recommendationId + table.recommendationId, ), - ] + ], ); // We create a plan type, for common plan types that we produce for clients @@ -165,7 +165,7 @@ export const plan = pgTable( .references(() => property.id), scenarioId: bigint("scenario_id", { mode: "bigint" }).references( - () => scenario.id + () => scenario.id, ), createdAt: timestamp("created_at").notNull().defaultNow(), @@ -220,15 +220,15 @@ export const plan = pgTable( (table) => [ index("idx_plan_portfolio_scenario").on( table.portfolioId, - table.scenarioId + table.scenarioId, ), index("idx_plan_latest_per_property").on( table.portfolioId, table.scenarioId, table.propertyId, - table.createdAt.desc() + table.createdAt.desc(), ), - ] + ], ); export const planRecommendations = pgTable( @@ -242,15 +242,15 @@ export const planRecommendations = pgTable( mode: "bigint", }) .notNull() - .references(() => recommendation.id), + .references(() => recommendation.id, { onDelete: "cascade" }), }, (table) => [ index("idx_plan_recommendations_plan_id").on(table.planId), index("idx_plan_recommendations_plan_rec").on( table.planId, - table.recommendationId + table.recommendationId, ), - ] + ], ); export const HousingType: [string, ...string[]] = ["Private", "Social"]; @@ -273,7 +273,7 @@ export const scenario = pgTable("scenario", { alreadyInstalledFilePath: text("already_installed_file_path"), patchesFilePath: text("patches_file_path"), nonInvasideRecommendationsFilePath: text( - "non_invasive_recommendations_file_path" + "non_invasive_recommendations_file_path", ), exclusions: text("exclusions"), multiPlan: boolean("multi_plan"), @@ -298,10 +298,10 @@ export const scenario = pgTable("scenario", { energyBillPerUnitPreRetrofit: text("energy_bill_per_unit_pre_retrofit"), energyBillPerUnitPostRetrofit: text("energy_bill_per_unit_post_retrofit"), energyConsumptionPerUnitPreRetrofit: text( - "energy_consumption_per_unit_pre_retrofit" + "energy_consumption_per_unit_pre_retrofit", ), energyConsumptionPerUnitPostRetrofit: text( - "energy_consumption_per_unit_post_retrofit" + "energy_consumption_per_unit_post_retrofit", ), valuationImprovementPerUnit: text("valuation_improvement_per_unit"), costPerUnit: text("cost_per_unit"), @@ -345,7 +345,7 @@ export const installedMeasure = pgTable( index("idx_installed_measure_uprn_measure") .on(table.uprn, table.measureType) .where(sql`${table.isActive} = true`), - ] + ], ); export type Plan = InferModel; @@ -460,7 +460,7 @@ export const measuresDisplayLabels = { export type MeasureKey = keyof typeof measuresDisplayLabels; export const measuresList: MeasureKey[] = Object.keys( - measuresDisplayLabels + measuresDisplayLabels, ) as MeasureKey[]; export const MeasureKeyEnum = z.enum([ From 0277c98632f1e2a6f9a5145b8126d48fb47031e4 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Sun, 22 Feb 2026 10:57:16 +0000 Subject: [PATCH 02/79] modified cascade from planrecommendations --- .../db/migrations/0153_large_machine_man.sql | 3 + src/app/db/migrations/meta/0153_snapshot.json | 5657 +++++++++++++++++ src/app/db/migrations/meta/_journal.json | 7 + src/app/db/schema/recommendations.ts | 2 +- 4 files changed, 5668 insertions(+), 1 deletion(-) create mode 100644 src/app/db/migrations/0153_large_machine_man.sql create mode 100644 src/app/db/migrations/meta/0153_snapshot.json diff --git a/src/app/db/migrations/0153_large_machine_man.sql b/src/app/db/migrations/0153_large_machine_man.sql new file mode 100644 index 00000000..8a98c7b5 --- /dev/null +++ b/src/app/db/migrations/0153_large_machine_man.sql @@ -0,0 +1,3 @@ +ALTER TABLE "plan_recommendations" DROP CONSTRAINT "plan_recommendations_recommendation_id_recommendation_id_fk"; +--> statement-breakpoint +ALTER TABLE "plan_recommendations" ADD CONSTRAINT "plan_recommendations_recommendation_id_recommendation_id_fk" FOREIGN KEY ("recommendation_id") REFERENCES "public"."recommendation"("id") ON DELETE no action ON UPDATE no action; \ No newline at end of file diff --git a/src/app/db/migrations/meta/0153_snapshot.json b/src/app/db/migrations/meta/0153_snapshot.json new file mode 100644 index 00000000..af9d815d --- /dev/null +++ b/src/app/db/migrations/meta/0153_snapshot.json @@ -0,0 +1,5657 @@ +{ + "id": "f4b82f43-f64b-4bf1-adff-34e45738677e", + "prevId": "dc984872-5f2a-4efe-bacf-d63caa0388fd", + "version": "7", + "dialect": "postgresql", + "tables": { + "public.postcode_search": { + "name": "postcode_search", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "serial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "result_data": { + "name": "result_data", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": { + "postcode_search_postcode_unique": { + "name": "postcode_search_postcode_unique", + "nullsNotDistinct": false, + "columns": [ + "postcode" + ] + } + }, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.aspect_condition": { + "name": "aspect_condition", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "element_id": { + "name": "element_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "aspect_type": { + "name": "aspect_type", + "type": "aspect_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "aspect_instance": { + "name": "aspect_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + }, + "value": { + "name": "value", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "quantity": { + "name": "quantity", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "install_date": { + "name": "install_date", + "type": "date", + "primaryKey": false, + "notNull": false + }, + "renewal_year": { + "name": "renewal_year", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "comments": { + "name": "comments", + "type": "text", + "primaryKey": false, + "notNull": false + } + }, + "indexes": {}, + "foreignKeys": { + "aspect_condition_element_id_element_id_fk": { + "name": "aspect_condition_element_id_element_id_fk", + "tableFrom": "aspect_condition", + "tableTo": "element", + "columnsFrom": [ + "element_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.element": { + "name": "element", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "survey_id": { + "name": "survey_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "element_type": { + "name": "element_type", + "type": "element_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "element_instance": { + "name": "element_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": { + "element_survey_id_property_condition_survey_id_fk": { + "name": "element_survey_id_property_condition_survey_id_fk", + "tableFrom": "element", + "tableTo": "property_condition_survey", + "columnsFrom": [ + "survey_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, 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"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.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.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 70cc5ccc..6df44f68 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1072,6 +1072,13 @@ "when": 1771754572720, "tag": "0152_sparkling_kat_farrell", "breakpoints": true + }, + { + "idx": 153, + "version": "7", + "when": 1771757665072, + "tag": "0153_large_machine_man", + "breakpoints": true } ] } \ No newline at end of file diff --git a/src/app/db/schema/recommendations.ts b/src/app/db/schema/recommendations.ts index e5aa6683..3ffdff24 100644 --- a/src/app/db/schema/recommendations.ts +++ b/src/app/db/schema/recommendations.ts @@ -242,7 +242,7 @@ export const planRecommendations = pgTable( mode: "bigint", }) .notNull() - .references(() => recommendation.id, { onDelete: "cascade" }), + .references(() => recommendation.id), }, (table) => [ index("idx_plan_recommendations_plan_id").on(table.planId), From 4603c77078184efac7cd29a263c09787019e9389 Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Mon, 23 Feb 2026 11:12:07 +0000 Subject: [PATCH 03/79] fixed --- .../(portfolio)/your-projects/live/DealStageChart.tsx | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DealStageChart.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DealStageChart.tsx index f5879dbc..082ff27f 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DealStageChart.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DealStageChart.tsx @@ -31,9 +31,9 @@ const getAfterAssessmentLabel = ( // 2. If coordination status contains v1/v2/v3 ioe/mtp completed, show as 'In Design' if ( - coordStatusUpper.includes("V1 IOE/MTP COMPLETE") || - coordStatusUpper.includes("V2 IOE/MTP COMPLETE") || - coordStatusUpper.includes("V3 IOE/MTP COMPLETE") + coordStatusUpper.includes("(V1) IOE/MTP COMPLETE") || + coordStatusUpper.includes("(V2) IOE/MTP COMPLETE") || + coordStatusUpper.includes("(V3) IOE/MTP COMPLETE") ) { // 3. If design status is 'Uploaded', show as 'Completed' if (designStatusUpper === "UPLOADED") { From bf02eb18d946fcea7d259eb420762663a1ee98c3 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Tue, 24 Feb 2026 23:47:58 +0000 Subject: [PATCH 04/79] implemented default filter --- .../scenario/default/measures/route.ts | 65 +++++ .../scenario/default/metrics/route.ts | 262 ++++++++++++++++++ .../reporting/ReportingClientArea.tsx | 39 ++- .../ReportingFunctionalityButtons.tsx | 15 +- .../reporting/scenarioSelector.tsx | 17 +- .../reporting/scenarioSelectorWrapper.tsx | 63 +++-- 6 files changed, 420 insertions(+), 41 deletions(-) create mode 100644 src/app/api/portfolio/[portfolioId]/scenario/default/measures/route.ts create mode 100644 src/app/api/portfolio/[portfolioId]/scenario/default/metrics/route.ts diff --git a/src/app/api/portfolio/[portfolioId]/scenario/default/measures/route.ts b/src/app/api/portfolio/[portfolioId]/scenario/default/measures/route.ts new file mode 100644 index 00000000..71819dad --- /dev/null +++ b/src/app/api/portfolio/[portfolioId]/scenario/default/measures/route.ts @@ -0,0 +1,65 @@ +import { db } from "@/app/db/db"; +import { sql } from "drizzle-orm"; +import { NextRequest, NextResponse } from "next/server"; + +type MeasureAggregateRow = { + measure_type: string | null; + type: string | null; + includes_battery: boolean | null; + homes_count: number; + total_cost: number | null; + average_cost: number | null; +}; + +export async function GET( + request: NextRequest, + props: { params: Promise<{ portfolioId: string; scenarioId: string }> }, +) { + const { portfolioId } = await props.params; + + const pid = BigInt(portfolioId); + + const result = await db.execute(sql` + SELECT + r.measure_type, + r.type, + COUNT(DISTINCT r.property_id)::int AS homes_count, + SUM(r.estimated_cost)::float AS total_cost, + AVG(r.estimated_cost)::float AS average_cost + FROM recommendation r + WHERE r.default = true + AND r.already_installed = false + AND EXISTS ( + SELECT 1 + FROM ( + SELECT DISTINCT ON (p.property_id) + p.id + FROM plan p + WHERE p.portfolio_id = ${pid} + AND p.is_default = true + ORDER BY p.property_id, p.created_at DESC + ) lp + JOIN plan_recommendations pr + ON pr.plan_id = lp.id + WHERE pr.recommendation_id = r.id + ) + GROUP BY + r.measure_type, + r.type + ORDER BY total_cost DESC; + `); + + const measures = (result.rows as MeasureAggregateRow[]).map((row) => ({ + measureType: row.measure_type ?? "unknown", + type: row.type ?? "unknown", + homesCount: row.homes_count, + totalCost: Number(row.total_cost ?? 0), + averageCost: Number(row.average_cost ?? 0), + // includesBattery: row.includes_battery ?? false, + })); + + return NextResponse.json({ + portfolioId: Number(portfolioId), + measures, + }); +} diff --git a/src/app/api/portfolio/[portfolioId]/scenario/default/metrics/route.ts b/src/app/api/portfolio/[portfolioId]/scenario/default/metrics/route.ts new file mode 100644 index 00000000..6d5df36b --- /dev/null +++ b/src/app/api/portfolio/[portfolioId]/scenario/default/metrics/route.ts @@ -0,0 +1,262 @@ +import { db } from "@/app/db/db"; +import { sql } from "drizzle-orm"; +import { NextRequest, NextResponse } from "next/server"; +import { sapToEpc } from "@/app/utils"; +import type { PortfolioGoalType } from "@/app/db/schema/portfolio"; + +/* ======================= + Types +======================= */ + +type ScenarioAggregates = { + n_units: number; + avg_sap: number | null; + avg_carbon: number | null; + avg_bills: number | null; + total_carbon: number | null; + total_bills: number | null; + total_sap_uplift: number | null; +}; + +type UpgradedAggregates = { + n_units_upgraded: number; + total_cost: number | null; + contingency: number | null; + total_funding: number | null; +}; + +type PortfolioAggregates = { + avg_sap: number | null; + avg_carbon: number | null; + avg_bills: number | null; + total_carbon: number | null; + total_bills: number | null; +}; + +type EpcRow = { + effective_sap: number | null; +}; + +/* ======================= + Constants +======================= */ + +const EPC_MIN_SAP: Record = { + A: 92, + B: 81, + C: 69, + D: 55, + E: 39, + F: 21, + G: 0, +}; + +/* ======================= + Route +======================= */ + +export async function GET( + request: NextRequest, + props: { params: Promise<{ portfolioId: string }> }, +) { + const { portfolioId } = await props.params; + + if (!portfolioId || portfolioId === "null") { + return NextResponse.json({ error: "Invalid portfolioId" }, { status: 400 }); + } + + const pid = BigInt(portfolioId); + const hideNonCompliant = + request.nextUrl.searchParams.get("hideNonCompliant") === "true"; + + /* ---------------------------------------------------------- + QUERY 1 — Scenario metrics (PLANS ONLY) + ---------------------------------------------------------- */ + const scenarioMetricsResult = await db.execute(sql` + WITH latest_plans AS ( + SELECT DISTINCT ON (property_id) + * + FROM plan + WHERE portfolio_id = ${pid} + AND is_default = true + ORDER BY property_id, created_at DESC + ) + SELECT + COUNT(*)::int AS n_units, + AVG(post_sap_points)::float AS avg_sap, + AVG(post_co2_emissions)::float AS avg_carbon, + AVG(post_energy_bill)::float AS avg_bills, + SUM(post_co2_emissions)::float AS total_carbon, + SUM(post_energy_bill)::float AS total_bills, + SUM( + CASE + WHEN cost_of_works > 0 + AND post_sap_points IS NOT NULL + THEN post_sap_points - p.current_sap_points + ELSE 0 + END + )::float AS total_sap_uplift + FROM latest_plans lp + JOIN property p ON p.id = lp.property_id; + `); + + const scenarioAgg = scenarioMetricsResult.rows[0] as ScenarioAggregates; + + /* ---------------------------------------------------------- + QUERY 1b — Upgrade costs (PLANS ONLY) + ---------------------------------------------------------- */ + const upgradedResult = await db.execute(sql` + WITH latest_plans AS ( + SELECT DISTINCT ON (property_id) + * + FROM plan + WHERE portfolio_id = ${pid} + AND is_default = true + ORDER BY property_id, created_at DESC + ) + SELECT + COUNT(*)::int AS n_units_upgraded, + SUM(cost_of_works)::float AS total_cost, + SUM(contingency_cost)::float AS contingency, + SUM( + COALESCE(fp.project_funding, 0) + + COALESCE(fp.total_uplift, 0) + )::float AS total_funding + FROM latest_plans lp + LEFT JOIN funding_package fp ON fp.plan_id = lp.id + WHERE lp.cost_of_works > 0; + `); + + const upgraded = upgradedResult.rows[0] as UpgradedAggregates; + + /* ---------------------------------------------------------- + QUERY 2 — Portfolio AFTER scenario (ALL properties) + ---------------------------------------------------------- */ + const portfolioMetricsResult = await db.execute(sql` + SELECT + AVG(effective_sap)::float AS avg_sap, + AVG(effective_carbon)::float AS avg_carbon, + AVG(effective_bills)::float AS avg_bills, + SUM(effective_carbon)::float AS total_carbon, + SUM(effective_bills)::float AS total_bills + FROM ( + SELECT + /* ---------- SAP ---------- */ + CASE + WHEN lp.id IS NOT NULL THEN lp.post_sap_points + ELSE p.current_sap_points + END AS effective_sap, + + /* ---------- Carbon ---------- */ + CASE + WHEN lp.id IS NOT NULL THEN lp.post_co2_emissions + ELSE e.co2_emissions + END AS effective_carbon, + + /* ---------- Bills ---------- */ + CASE + WHEN lp.id IS NOT NULL THEN lp.post_energy_bill + ELSE ( + e.heating_cost_current + + e.hot_water_cost_current + + e.lighting_cost_current + + e.appliances_cost_current + + e.gas_standing_charge + + e.electricity_standing_charge - + COALESCE(e.installed_measures_total_energy_bill_adjustment, 0) + ) + END AS effective_bills + + FROM property p + LEFT JOIN property_details_epc e + ON e.property_id = p.id + + LEFT JOIN LATERAL ( + SELECT * + FROM plan + WHERE plan.property_id = p.id + AND plan.portfolio_id = ${pid} + AND plan.is_default = true + ORDER BY created_at DESC + LIMIT 1 + ) lp ON true + + WHERE p.portfolio_id = ${pid} + ) q; + `); + + const portfolioAgg = portfolioMetricsResult.rows[0] as PortfolioAggregates; + + /* ---------------------------------------------------------- + QUERY 3 — EPC band distribution (ALL properties) + ---------------------------------------------------------- */ + const epcRows = await db.execute(sql` + SELECT + CASE + WHEN lp.id IS NOT NULL THEN lp.post_sap_points + ELSE p.current_sap_points + END AS effective_sap + FROM property p + LEFT JOIN LATERAL ( + SELECT * + FROM plan + WHERE plan.property_id = p.id + AND plan.portfolio_id = ${pid} + AND plan.is_default = true + ORDER BY created_at DESC + LIMIT 1 + ) lp ON true + WHERE p.portfolio_id = ${pid}; + `); + + const scenario_epc_counts: Record = { + A: 0, + B: 0, + C: 0, + D: 0, + E: 0, + F: 0, + G: 0, + Unknown: 0, + }; + + for (const row of epcRows.rows as EpcRow[]) { + const band = sapToEpc(row.effective_sap); + scenario_epc_counts[band] += 1; + } + + /* ---------------------------------------------------------- + RESPONSE + ---------------------------------------------------------- */ + + const constructionCost = upgraded.total_cost ?? 0; + const nUpgraded = upgraded.n_units_upgraded ?? 0; + const pc_cost = constructionCost * 0.3; + + return NextResponse.json({ + /* -------- portfolio-after-scenario -------- */ + avg_sap: + portfolioAgg.avg_sap !== null + ? Number(portfolioAgg.avg_sap).toFixed(1) + : null, + avg_carbon: portfolioAgg.avg_carbon, + avg_bills: portfolioAgg.avg_bills, + total_carbon: portfolioAgg.total_carbon, + total_bills: portfolioAgg.total_bills, + + /* -------- scenario-only -------- */ + n_units: scenarioAgg.n_units, + n_units_upgraded: nUpgraded, + construction_cost: constructionCost, + contingency: upgraded.contingency ?? 0, + total_funding: upgraded.total_funding ?? 0, + net_cost: constructionCost - (upgraded.total_funding ?? 0), + total_sap_uplift: scenarioAgg.total_sap_uplift ?? 0, + gross_per_unit: + nUpgraded > 0 ? (constructionCost + pc_cost) / nUpgraded : 0, + + /* -------- shared -------- */ + scenario_epc_counts, + pc_cost, + }); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx b/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx index 237a5617..75ba4f32 100644 --- a/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx @@ -39,19 +39,24 @@ async function fetchScenarioReport({ hideNonCompliant, }: { portfolioId: number; - scenarioId: number; - hideNonCompliant: boolean; /* this will remove plans that do not meet upgrade targets*/ + scenarioId: number | "default"; + hideNonCompliant: boolean; }) { const params = new URLSearchParams({ hideNonCompliant: String(hideNonCompliant), }); - const res = await fetch( - `/api/portfolio/${portfolioId}/scenario/${scenarioId}/metrics?${params.toString()}`, - ); + + const path = + scenarioId === "default" + ? `/api/portfolio/${portfolioId}/scenario/default/metrics` + : `/api/portfolio/${portfolioId}/scenario/${scenarioId}/metrics`; + + const res = await fetch(`${path}?${params.toString()}`); + if (!res.ok) { - console.error("Failed to fetch scenario report:", await res.text()); throw new Error("Failed to load scenario report"); } + return res.json(); } @@ -60,11 +65,14 @@ async function fetchScenarioMeasures({ scenarioId, }: { portfolioId: number; - scenarioId: number; + scenarioId: number | "default"; }) { - const res = await fetch( - `/api/portfolio/${portfolioId}/scenario/${scenarioId}/measures`, - ); + const path = + scenarioId === "default" + ? `/api/portfolio/${portfolioId}/scenario/default/measures` + : `/api/portfolio/${portfolioId}/scenario/${scenarioId}/measures`; + + const res = await fetch(path); if (!res.ok) { throw new Error("Failed to load measures"); @@ -79,9 +87,9 @@ export function ReportingClientArea({ scenarios, portfolioId, }: ReportingClientAreaProps) { - const [selectedScenarioId, setSelectedScenarioId] = useState( - null, - ); + const [selectedScenarioId, setSelectedScenarioId] = useState< + number | "default" | null + >(null); const [measuresOpen, setMeasuresOpen] = useState(false); const [appliedHideNonCompliant, setAppliedHideNonCompliant] = useState(false); @@ -109,7 +117,7 @@ export function ReportingClientArea({ scenarioId: selectedScenarioId!, hideNonCompliant: appliedHideNonCompliant, }), - enabled: !!selectedScenarioId, // only run when scenario selected + enabled: selectedScenarioId !== null, // only run when scenario selected or default selected keepPreviousData: true, // keep showing old data while loading new scenario or applying filter refetchOnWindowFocus: false, }); @@ -234,6 +242,9 @@ export function ReportingClientArea({ { setAppliedHideNonCompliant(value); }} diff --git a/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingFunctionalityButtons.tsx b/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingFunctionalityButtons.tsx index 610cb7a5..40ad968e 100644 --- a/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingFunctionalityButtons.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingFunctionalityButtons.tsx @@ -20,12 +20,16 @@ export interface ReportingFunctionalityButtonsProps { onApply: (value: boolean) => Promise | void; disabled?: boolean; + + /* Whether hideNonCompliant filter is available */ + canFilterNonCompliant?: boolean; } export function ReportingFunctionalityButtons({ hideNonCompliant, onApply, disabled = false, + canFilterNonCompliant = true, }: ReportingFunctionalityButtonsProps) { const [draftHideNonCompliant, setDraftHideNonCompliant] = useState(hideNonCompliant); @@ -97,10 +101,15 @@ export function ReportingFunctionalityButtons({ >
{/* Filter option */} -
+
setDraftHideNonCompliant(Boolean(checked)) } @@ -136,7 +145,7 @@ export function ReportingFunctionalityButtons({
+
+ + {/* Total Properties */} 0 ? "red" : "brandblue"} /> - - {/* Project Selector */} - - - -

- Select Project -

- - - -
- -
- ▼ -
-
- -
{/* 📊 Project Insights */} - - - - Project-Level Insights — {currentProjectCode} - - +
+
+

+ Project-Level Insights — {currentProjectCode} +

+
- +
)} - - +
+
{/* 🔹 Table Modal */} {openTable && ( -
-
-

- {openTable.stage} — {openTable.data.length} Properties -

+
+ +
+

+ {openTable.stage} +

+

+ Showing {openTable.data.length} properties +

-
+ {/* Breakdown Stats */} + {openTable.breakdown && ( +
+ {Object.entries(openTable.breakdown).map(([category, items]) => ( +
+

+ {category} +

+

+ {items.length} +

+

+ {((items.length / openTable.data.length) * 100).toFixed(0)}% of total +

+
+ ))} +
+ )} +
+ +
-
+
-
+
)}
@@ -254,30 +277,46 @@ function StatCard({ onClick: () => void; accent?: "brandblue" | "red"; }) { - const accentColor = - accent === "red" - ? "from-red-50 to-white text-red-600 hover:border-red-300" - : "from-brandlightblue/20 to-white text-brandblue hover:border-brandblue/40"; + const accentConfig = { + brandblue: { + gradient: "from-brandlightblue/30 to-brandlightblue/10", + border: "border-brandblue/20", + text: "text-brandblue", + value: "text-brandblue", + hover: "hover:border-brandblue/40 hover:shadow-lg", + icon: "text-brandblue" + }, + red: { + gradient: "from-red-50/50 to-red-50/20", + border: "border-red-200/50", + text: "text-red-600", + value: "text-red-700", + hover: "hover:border-red-300 hover:shadow-lg", + icon: "text-red-600" + } + }; + + const config = accentConfig[accent]; return (
-

{title}

-

+

{title}

+

{value} {subtitle && ( - + {subtitle} )}

- +
); diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyedResultsPieChart.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyedResultsPieChart.tsx index 8162454d..3ac61c30 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyedResultsPieChart.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyedResultsPieChart.tsx @@ -66,13 +66,13 @@ export default function SurveyedPieChart({ } return ( - + {/* Header */} -
- + <div className="text-center mb-8 pb-6 border-b border-brandblue/10 w-full"> + <Title className="text-brandblue text-[16px] font-bold tracking-tight mb-2"> Survey Performance -

+

Click a segment or label to view filtered properties

@@ -94,14 +94,14 @@ export default function SurveyedPieChart({ const { name, amount } = item; return (
- + {name} - {amount.toLocaleString()} + {amount.toLocaleString()}
); @@ -109,7 +109,7 @@ export default function SurveyedPieChart({ /> {data.length > 0 && (
- + {data.reduce((a, b) => a + b.amount, 0)}
@@ -117,41 +117,41 @@ export default function SurveyedPieChart({
{/* Legend (Clean Grid Layout) */} -
+
{data.map((item, idx) => ( -
handleClick(item)} onMouseEnter={() => setHovered(item.name)} onMouseLeave={() => setHovered(null)} - className="relative flex items-center space-x-2 text-sm text-gray-700 hover:text-gray-900 cursor-pointer transition-colors" + className="relative flex items-center space-x-2 text-sm text-gray-700 hover:text-brandblue cursor-pointer transition-colors px-3 py-2 rounded-lg hover:bg-brandlightblue/20" > - + {item.name} - + {item.percentage}% {/* Tooltip on hover */} {hovered === item.name && (
- + {item.name} - {item.amount.toLocaleString()} + {item.amount.toLocaleString()}
)} -
+ ))}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/TableViewer.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/TableViewer.tsx index f16b084b..1c7a3b37 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/TableViewer.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/TableViewer.tsx @@ -78,10 +78,10 @@ export default function TableViewer({ ))}
@@ -92,21 +92,21 @@ export default function TableViewer({ }; return ( -
+
- + {visibleColumns.map((col) => ( @@ -133,10 +133,10 @@ export default function TableViewer({ filteredData.map((row, i) => ( {visibleColumns.map((col) => ( - ))} From bed89dbdec349a6d1a4975e08104d0acc164344a Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Thu, 26 Feb 2026 11:20:36 +0000 Subject: [PATCH 10/79] commit code that show complete guiness tracking --- .../your-projects/live/DealStageChart.tsx | 33 -- .../your-projects/live/ExpandableCountBar.tsx | 6 +- .../live/{Report.tsx => LiveTracker.tsx} | 259 +++++++------- .../your-projects/live/ProgressOverview.tsx | 315 +++++++----------- .../live/SurveyedResultsPieChart.tsx | 92 +++-- .../your-projects/live/TableViewer.tsx | 132 ++++++-- .../(portfolio)/your-projects/live/page.tsx | 9 +- .../your-projects/live/transforms.ts | 263 +++++++++++++++ .../(portfolio)/your-projects/live/types.ts | 153 +++++++++ 9 files changed, 830 insertions(+), 432 deletions(-) delete mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/DealStageChart.tsx rename src/app/portfolio/[slug]/(portfolio)/your-projects/live/{Report.tsx => LiveTracker.tsx} (53%) create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DealStageChart.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DealStageChart.tsx deleted file mode 100644 index 3bf3e0f8..00000000 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DealStageChart.tsx +++ /dev/null @@ -1,33 +0,0 @@ -"use client"; - -import ProgressOverview from "./ProgressOverview"; - -interface Deal { - dealname: string; - landlordPropertyId: string; - dealstage: string; - coordinationStatus?: string; - designStatus?: string; - [key: string]: any; -} - -interface DealStageChartProps { - deals: Deal[]; - onOpenTable?: ( - stageName: string, - filteredDeals: Deal[], - columns?: string[], - columnLabels?: Record, - breakdown?: Record - ) => void; -} - -export function DealStageChart({ - deals, - onOpenTable, -}: DealStageChartProps) { - - return ( - - ); -} \ No newline at end of file diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ExpandableCountBar.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ExpandableCountBar.tsx index 76c2a9a4..d1bba6b5 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ExpandableCountBar.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ExpandableCountBar.tsx @@ -40,7 +40,7 @@ export default function ExpandableCountBar({ >
-

+

{title}

Click to view breakdown

@@ -105,10 +105,10 @@ export default function ExpandableCountBar({ {/* Secondary Stats */} {secondaryStats && secondaryStats.length > 0 && (
- {secondaryStats.map((stat) => ( + {secondaryStats.map((stat, index) => (

{stat.label}

-

{stat.count}

+

{stat.count}

))}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/Report.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx similarity index 53% rename from src/app/portfolio/[slug]/(portfolio)/your-projects/live/Report.tsx rename to src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx index e6c44489..4e1770dd 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/Report.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx @@ -1,86 +1,62 @@ "use client"; import { useState } from "react"; -import { DealStageChart } from "./DealStageChart"; -import SurveyedPieChart from "./SurveyedResultsPieChart"; +import ProgressOverview from "./ProgressOverview"; +import SurveyedResultsPieChart from "./SurveyedResultsPieChart"; import TableViewer from "./TableViewer"; import { Card, CardContent } from "@/app/shadcn_components/ui/card"; import { Home, AlertTriangle } from "lucide-react"; import { motion } from "framer-motion"; +import type { LiveTrackerProps, TableModal, ClassifiedDeal, HubspotDeal } from "./types"; -interface ReportsProps { - deals: Record[]; -} +export default function LiveTracker({ + projects, + totalDeals, + majorConditionDeals, +}: LiveTrackerProps) { + // UI State: which table modal is open + const [openTable, setOpenTable] = useState(null); -const MAJOR_CONDITION_STAGE_ID = "3061261536"; - -export default function LiveTracker({ deals }: ReportsProps) { - - const groupedDeals = deals.reduce( - (acc, deal) => { - const project = deal.projectCode || "Unknown Project"; - (acc[project] ||= []).push(deal); - return acc; - }, - {} as Record - ); - - const [openTable, setOpenTable] = useState<{ - stage: string; - data: any[]; - columns: string[]; - columnLabels: Record; - breakdown?: Record; - } | null>(null); - - const projectCodes = Object.keys(groupedDeals); + // UI State: which project tab is selected + const projectCodes = projects.map((p) => p.projectCode); const [currentProjectCode, setCurrentProjectCode] = useState(projectCodes[0]); - const currentDeals = groupedDeals[currentProjectCode]; + const currentProject = projects.find( + (p) => p.projectCode === currentProjectCode + ); - // Check if there's any survey data - const surveyorOutcomes = [ - "Surveyed", - "Surveyed - Pending Upload", - "Tenant Refusal", - "Other", - "Not Viable", - "Not Attempted", - "No Answer", - "Cancelled / No Show", - "Rescheduled", - ]; - const hasSurveyData = currentDeals.some((deal: any) => - deal.outcome && surveyorOutcomes.includes(deal.outcome) - ); - const totalProperties = deals.length; - const majorConditionDeals = deals.filter( - (d) => d.dealstage === MAJOR_CONDITION_STAGE_ID - ); + // Compute minor stuff inline (not data processing) const majorIssues = majorConditionDeals.length; - const majorPercent = ((majorIssues / totalProperties) * 100).toFixed(1); + const majorPercent = ((majorIssues / totalDeals) * 100).toFixed(1); + const hasSurveyData = (currentProject?.outcomePieSlices.length ?? 0) > 0; + + // Group allDeals by outcome for pie chart click handler + const dealsByOutcome: Record = {}; + for (const deal of currentProject?.allDeals ?? []) { + if (deal.outcome) { + (dealsByOutcome[deal.outcome] ??= []).push(deal); + } + } const handleOpenTable = ( stage: string, - filteredDeals: any[], - columns?: string[], - columnLabels?: Record, - breakdown?: Record + filteredDeals: ClassifiedDeal[], + columns?: (keyof HubspotDeal)[], + columnLabels?: Partial>, + breakdown?: Record ) => { setOpenTable({ stage, data: filteredDeals, - columns: - columns || ["dealname", "landlordPropertyId"], - columnLabels: - columnLabels || { - dealname: "Address Ref.", - landlordPropertyId: "Property Ref.", - }, + columns: columns || ["dealname", "landlordPropertyId"], + columnLabels: columnLabels || { + dealname: "Address Ref.", + landlordPropertyId: "Property Ref.", + }, breakdown, }); }; - if (!deals?.length) { + if (!totalDeals) { return ( @@ -113,9 +89,6 @@ export default function LiveTracker({ deals }: ReportsProps) { ))} -
- ▼ -
@@ -124,11 +97,11 @@ export default function LiveTracker({ deals }: ReportsProps) { handleOpenTable( "All Properties", - deals, + projects.flatMap((p) => p.allDeals), ["dealname", "landlordPropertyId", "projectCode"], { dealname: "Address Ref.", @@ -154,52 +127,62 @@ export default function LiveTracker({ deals }: ReportsProps) { "dealname", "landlordPropertyId", "majorConditionIssueDescription", - "majorConditionIssuePhotosS3" + "majorConditionIssuePhotosS3", ], { dealname: "Address Ref.", landlordPropertyId: "Property Ref.", majorConditionIssueDescription: "Surveyor's Notes", - majorConditionIssuePhotosS3: "Photo Evidence" + majorConditionIssuePhotosS3: "Photo Evidence", } ) } - accent={majorIssues > 0 ? "red" : "brandblue"} + accent={majorIssues > 0 ? "bright-red" : "red"} /> {/* 📊 Project Insights */} -
-
-

- Project-Level Insights — {currentProjectCode} -

-
+ {currentProject && ( +
+
+

+ Project-Level Insights —{" "} + {currentProjectCode} +

+
-
- - - - - {hasSurveyData && ( - - )} + + {hasSurveyData && ( + + + + )} +
-
+ )} {/* 🔹 Table Modal */} {openTable && ( @@ -215,25 +198,54 @@ export default function LiveTracker({ deals }: ReportsProps) { {openTable.stage}

- Showing {openTable.data.length} properties + Showing{" "} + + {openTable.data.length} + {" "} + properties

{/* Breakdown Stats */} {openTable.breakdown && (
- {Object.entries(openTable.breakdown).map(([category, items]) => ( -
-

- {category} -

-

- {items.length} -

-

- {((items.length / openTable.data.length) * 100).toFixed(0)}% of total -

-
- ))} + {Object.entries(openTable.breakdown).map(([category, items]) => { + const isCompleted = category.includes("Completed"); + const bgColor = isCompleted + ? "bg-gradient-to-br from-brandblue/25 to-brandblue/15" + : "bg-gradient-to-br from-amber-100/40 to-amber-50/30"; + const borderColor = isCompleted + ? "border-brandblue/40" + : "border-amber-200/50"; + const textColor = isCompleted + ? "text-brandblue" + : "text-amber-600"; + const labelColor = isCompleted + ? "text-brandblue" + : "text-amber-600/70"; + + return ( +
+

+ {category} +

+

+ {items.length} +

+

+ {( + ((items.length / openTable.data.length) * 100) | + 0 + )} + % of total +

+
+ ); + })}
)} @@ -243,6 +255,7 @@ export default function LiveTracker({ deals }: ReportsProps) { data={openTable.data} columns={openTable.columns} columnLabels={openTable.columnLabels} + breakdown={openTable.breakdown} /> @@ -275,7 +288,7 @@ function StatCard({ value: string | number; subtitle?: string; onClick: () => void; - accent?: "brandblue" | "red"; + accent?: "brandblue" | "red" | "bright-red"; }) { const accentConfig = { brandblue: { @@ -284,16 +297,24 @@ function StatCard({ text: "text-brandblue", value: "text-brandblue", hover: "hover:border-brandblue/40 hover:shadow-lg", - icon: "text-brandblue" + icon: "text-brandblue", }, red: { - gradient: "from-red-50/50 to-red-50/20", - border: "border-red-200/50", - text: "text-red-600", - value: "text-red-700", - hover: "hover:border-red-300 hover:shadow-lg", - icon: "text-red-600" - } + gradient: "from-red-100/30 to-red-50/20", + border: "border-red-300/40", + text: "text-red-500", + value: "text-red-500", + hover: "hover:border-red-300/60 hover:shadow-lg", + icon: "text-red-500", + }, + "bright-red": { + gradient: "from-red-100 to-red-50", + border: "border-red-500", + text: "text-red-700", + value: "text-red-900", + hover: "hover:border-red-600 hover:shadow-lg", + icon: "text-red-700", + }, }; const config = accentConfig[accent]; @@ -306,8 +327,14 @@ function StatCard({ >
-

{title}

-

+

+ {title} +

+

{value} {subtitle && ( @@ -316,7 +343,9 @@ function StatCard({ )}

- +
); diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ProgressOverview.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ProgressOverview.tsx index 3abac38d..12a0bfd3 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ProgressOverview.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ProgressOverview.tsx @@ -1,133 +1,100 @@ "use client"; -import { Card, Title } from "@tremor/react"; +import { Card } from "@tremor/react"; import { AlertCircle } from "lucide-react"; import { motion } from "framer-motion"; import ExpandableCountBar from "./ExpandableCountBar"; +import type { ProjectProgressData, ClassifiedDeal, HubspotDeal } from "./types"; interface ProgressOverviewProps { - deals: Record[]; + data: ProjectProgressData; onOpenTable?: ( stage: string, - deals: any[], - columns?: string[], - columnLabels?: Record, - breakdown?: Record + deals: ClassifiedDeal[], + columns?: (keyof HubspotDeal)[], + columnLabels?: Partial>, + breakdown?: Record ) => void; } -export default function ProgressOverview({ deals, onOpenTable }: ProgressOverviewProps) { - const STAGE_ORDER = [ - "Scope & Planning", - "Booking in Progress", - "Assessment in Progress", - "Coordination in Progress", - "Design in Progress", - "Completed", - ]; +export default function ProgressOverview({ + data, + onOpenTable, +}: ProgressOverviewProps) { + // Pre-computed values from props + const { + completedPercentage, + completedCount, + totalDeals, + queriesDeals, + coordination, + design, + } = data; - const STAGE_LABELS: Record = { - "1617223910": "Scope & Planning", - "3583836399": "Scope & Planning", - "3589581001": "Booking in Progress", - "1984401629": "Assessment in Progress", - "2628233422": "AFTER_ASSESSMENT", - "2702650617": "AFTER_ASSESSMENT", - "2473886962": "AFTER_ASSESSMENT", - "1668803774": "AFTER_ASSESSMENT", - "1887735998": "Queries", + // SVG circle calculations (pure, no memo needed) + const radius = 40; + const circumference = 2 * Math.PI * radius; + const strokeDashoffset = circumference - (completedPercentage / 100) * circumference; + + const handleCompletedClick = () => { + if (onOpenTable && data.completedDeals.length > 0) { + onOpenTable( + "Completed Properties", + data.completedDeals, + ["dealname", "landlordPropertyId"], + { + dealname: "Address Ref.", + landlordPropertyId: "Property Ref.", + } + ); + } }; - const getAfterAssessmentLabel = ( - coordinationStatus?: string, - designStatus?: string - ): string => { - const coordStatusUpper = coordinationStatus?.toUpperCase() ?? ""; - const designStatusUpper = designStatus?.toUpperCase() ?? ""; - - if (coordStatusUpper === "RA ISSUE") return "Queries"; - - if ( - coordStatusUpper.includes("(V1) IOE/MTP COMPLETE") || - coordStatusUpper.includes("(V2) IOE/MTP COMPLETE") || - coordStatusUpper.includes("(V3) IOE/MTP COMPLETE") - ) { - if (designStatusUpper === "UPLOADED") return "Completed"; - return "Design in Progress"; + const handleCoordinationClick = () => { + if (onOpenTable) { + const coordinationBreakdown = { + "Coordination Completed": coordination.completedDeals, + "Coordination in Progress": coordination.inProgressDeals, + }; + const allCoordDeals = [ + ...coordination.completedDeals, + ...coordination.inProgressDeals, + ]; + onOpenTable( + "Coordination Status", + allCoordDeals, + undefined, + undefined, + coordinationBreakdown + ); } - - return "Coordination in Progress"; }; - const resolveDisplayStage = (deal: Record): string => { - let stageName = STAGE_LABELS[deal.dealstage] || "Unknown Stage"; - - if (stageName === "AFTER_ASSESSMENT") { - stageName = - getAfterAssessmentLabel( - deal.coordinationStatus, - deal.designStatus - ) || "Coordination in Progress"; - } - - if (stageName === "Scope & Planning") { - const coordStatusUpper = deal.coordinationStatus?.toUpperCase() ?? ""; - if (coordStatusUpper === "RA ISSUE") { - stageName = "Queries"; - } - } - - if (stageName === "Assessment in Progress") { - const coordStatusUpper = deal.coordinationStatus?.toUpperCase() ?? ""; - if (coordStatusUpper === "RA ISSUE") { - stageName = "Queries"; - } - } - - return stageName; - }; - - // Separate queries from main stages - const queriesDealsList = deals.filter((deal) => resolveDisplayStage(deal) === "Queries"); - - // Calculate stage distribution (excluding queries) - const stageCounts: Record = {}; - const stageDeals: Record = {}; - - deals.forEach((deal) => { - const stage = resolveDisplayStage(deal); - if (stage !== "Queries") { - stageCounts[stage] = (stageCounts[stage] || 0) + 1; - if (!stageDeals[stage]) stageDeals[stage] = []; - stageDeals[stage].push(deal); - } - }); - - const total = Object.values(stageCounts).reduce((a, b) => a + b, 0); - const completedCount = stageCounts["Completed"] || 0; - const completedPercentage = total > 0 ? (completedCount / total) * 100 : 0; - - // Calculate progress for each stage - const stageProgress = STAGE_ORDER.filter((s) => s !== "Queries").map((stage) => { - const count = stageCounts[stage] || 0; - const percentage = total > 0 ? (count / total) * 100 : 0; - return { stage, count, percentage, deals: stageDeals[stage] || [] }; - }); - - const handleStageClick = (item: any) => { - if (onOpenTable && item.deals.length > 0) { - onOpenTable(item.stage, item.deals, ["dealname", "landlordPropertyId"], { - dealname: "Address Ref.", - landlordPropertyId: "Property Ref.", - }); + const handleDesignClick = () => { + if (onOpenTable) { + const designBreakdown = { + "Design Completed": design.completedDeals, + "Design in Progress": design.inProgressDeals, + }; + const allDesignDeals = [ + ...design.completedDeals, + ...design.inProgressDeals, + ]; + onOpenTable( + "Design Status", + allDesignDeals, + undefined, + undefined, + designBreakdown + ); } }; const handleQueriesClick = () => { - if (onOpenTable && queriesDealsList.length > 0) { + if (onOpenTable && queriesDeals.length > 0) { onOpenTable( "Properties Needing Attention", - queriesDealsList, + queriesDeals, ["dealname", "landlordPropertyId", "coordinationStatus"], { dealname: "Address Ref.", @@ -138,74 +105,33 @@ export default function ProgressOverview({ deals, onOpenTable }: ProgressOvervie } }; - const radius = 40 - const circumference = 2 * Math.PI * radius - const strokeDashoffset = circumference - (completedPercentage / 100) * circumference - - // Coordination and Design calculations - const completedDeals = deals.filter((deal) => resolveDisplayStage(deal) === "Completed"); - const coordinationInProgressDeals = deals.filter((deal) => resolveDisplayStage(deal) === "Coordination in Progress"); - const coordinationCompletedDeals = deals.filter((deal) => { - const stage = resolveDisplayStage(deal); - return stage === "Design in Progress" || stage === "Completed"; - }); - const designInProgressDeals = deals.filter((deal) => resolveDisplayStage(deal) === "Design in Progress"); - const designCompletedDeals = deals.filter((deal) => resolveDisplayStage(deal) === "Completed"); - - const totalDeals = deals.length; - const coordCompletedPercentage = totalDeals > 0 ? (coordinationCompletedDeals.length / totalDeals) * 100 : 0; - const coordInProgressPercentage = totalDeals > 0 ? (coordinationInProgressDeals.length / totalDeals) * 100 : 0; - const designCompletedPercentage = totalDeals > 0 ? (designCompletedDeals.length / totalDeals) * 100 : 0; - const designInProgressPercentageVal = totalDeals > 0 ? (designInProgressDeals.length / totalDeals) * 100 : 0; - - const coordinationBreakdown = { - "Coordination Completed": coordinationCompletedDeals, - "Coordination in Progress": coordinationInProgressDeals, - }; - - const handleSummaryClick = ( - label: string, - stages: string[], - breakdown?: Record - ) => { - const filteredDeals = deals.filter((deal) => { - const stage = resolveDisplayStage(deal); - return stages.includes(stage); - }); - onOpenTable?.(label, filteredDeals, undefined, undefined, breakdown); - }; - return (
{/* Work Completed - Full Width Overview at Top */} { - if (onOpenTable && completedDeals.length > 0) { - onOpenTable("Completed Properties", completedDeals, ["dealname", "landlordPropertyId"], { - dealname: "Address Ref.", - landlordPropertyId: "Property Ref.", - }); - } - }} + onClick={handleCompletedClick} whileHover={{ scale: 1.02 }} className="group relative text-left w-full" > - -
+ +
{/* Header with Circular Progress */} -
+
-

+

Work Completed

-

+

End-to-end project overview

{/* Circular Progress */} -
- +
+ {/* Background circle */} - + @@ -238,10 +170,10 @@ export default function ProgressOverview({ deals, onOpenTable }: ProgressOvervie {/* Center text */}
- + {completedPercentage.toFixed(0)}% - + {completedCount}/{totalDeals}
@@ -261,46 +193,44 @@ export default function ProgressOverview({ deals, onOpenTable }: ProgressOvervie
- handleSummaryClick( - "Coordination Status", - ["Design in Progress", "Completed", "Coordination in Progress"], - coordinationBreakdown - ) - } + items={[ + ...coordination.completedDeals, + ...coordination.inProgressDeals, + ]} + onClick={handleCoordinationClick} /> - handleSummaryClick( - "Design Status", - ["Design in Progress", "Completed"] - ) - } + items={[...design.completedDeals, ...design.inProgressDeals]} + onClick={handleDesignClick} />
{/* Queries / Attention Required Section */} - {queriesDealsList.length > 0 && ( + {queriesDeals.length > 0 && (

- {queriesDealsList.length} + {queriesDeals.length}

- {queriesDealsList.length === 1 ? "property" : "properties"} awaiting action + {queriesDeals.length === 1 ? "property" : "properties"}{" "} + awaiting action

diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyedResultsPieChart.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyedResultsPieChart.tsx index 3ac61c30..f1e46f38 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyedResultsPieChart.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyedResultsPieChart.tsx @@ -1,29 +1,20 @@ "use client"; import { DonutChart, Card, Title } from "@tremor/react"; -import { useMemo, useState } from "react"; +import { useState } from "react"; +import type { OutcomeSlice, ClassifiedDeal } from "./types"; interface SurveyedPieChartProps { - deals: Record[]; - onOpenTable?: (outcome: string, filteredDeals: Record[]) => void; + slices: OutcomeSlice[]; + dealsByOutcome: Record; + onOpenTable?: (outcome: string, filteredDeals: ClassifiedDeal[]) => void; } -export default function SurveyedPieChart({ - deals, +export default function SurveyedResultsPieChart({ + slices, + dealsByOutcome, onOpenTable, }: SurveyedPieChartProps) { - const surveyorOutcomes = [ - "Surveyed", - "Surveyed - Pending Upload", - "Tenant Refusal", - "Other", - "Not Viable", - "Not Attempted", - "No Answer", - "Cancelled / No Show", - "Rescheduled", - ]; - const colors = [ "indigo-600", "indigo-400", @@ -36,35 +27,26 @@ export default function SurveyedPieChart({ "gray-200", ]; - const data = useMemo(() => { - const outcomeCounts: Record = {}; - deals.forEach((deal) => { - const outcome = deal.outcome; - if (outcome && surveyorOutcomes.includes(outcome)) { - outcomeCounts[outcome] = (outcomeCounts[outcome] || 0) + 1; - } - }); - const total = Object.values(outcomeCounts).reduce((a, b) => a + b, 0); - return Object.entries(outcomeCounts).map(([name, amount]) => ({ - name, - amount, - percentage: total ? ((amount / total) * 100).toFixed(1) : "0.0", - })); - }, [deals]); - - const handleClick = (value: { name: string; amount: number }) => { - if (!value) return; - const filteredDeals = deals.filter((d) => d.outcome === value.name); - onOpenTable?.(value.name, filteredDeals); - }; - const [hovered, setHovered] = useState(null); + const handleClick = (slice: OutcomeSlice) => { + if (!slice) return; + const filteredDeals = dealsByOutcome[slice.name] ?? []; + onOpenTable?.(slice.name, filteredDeals); + }; + // Don't show the chart if there's no data - if (data.length === 0) { + if (slices.length === 0) { return null; } + // Convert OutcomeSlice to chart data format + const chartData = slices.map((slice) => ({ + name: slice.name, + amount: slice.amount, + percentage: slice.percentage, + })); + return ( {/* Header */} @@ -80,7 +62,7 @@ export default function SurveyedPieChart({ {/* Donut Chart (Centered) */}
`${n.toLocaleString()}`} @@ -101,16 +83,18 @@ export default function SurveyedPieChart({ {name} - {amount.toLocaleString()} + + {amount.toLocaleString()} +
); }} /> - {data.length > 0 && ( + {slices.length > 0 && (
- {data.reduce((a, b) => a + b.amount, 0)} + {slices.reduce((a, b) => a + b.amount, 0)}
)} @@ -118,11 +102,11 @@ export default function SurveyedPieChart({ {/* Legend (Clean Grid Layout) */}
- {data.map((item, idx) => ( + {slices.map((slice, idx) => (
)} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/TableViewer.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/TableViewer.tsx index 1c7a3b37..680c0bea 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/TableViewer.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/TableViewer.tsx @@ -1,36 +1,95 @@ "use client"; -import { useState, useMemo } from "react"; +import { useState } from "react"; import { Download } from "lucide-react"; +import type { ClassifiedDeal, HubspotDeal } from "./types"; interface TableViewerProps { - data: Record[]; - columns?: string[]; - columnLabels?: Record; + data: ClassifiedDeal[]; + columns?: (keyof HubspotDeal)[]; + columnLabels?: Partial>; + breakdown?: Record; } export default function TableViewer({ data, columns, columnLabels, + breakdown, }: TableViewerProps) { const [searchTerms, setSearchTerms] = useState>({}); const visibleColumns = columns?.length ? columns - : Object.keys(data?.[0] || {}); + : (Object.keys(data?.[0] || {}) as (keyof HubspotDeal)[]); - const filteredData = useMemo(() => { - return data.filter((row) => - visibleColumns.every((col) => { - const term = searchTerms[col]?.toLowerCase() || ""; - if (!term) return true; - const value = String(row[col] ?? "").toLowerCase(); - return value.includes(term); - }) - ); - }, [data, searchTerms, visibleColumns]); + // Helper: Get category for a row based on breakdown + const getCategoryForRow = ( + row: ClassifiedDeal, + brk: Record | undefined + ): string | undefined => { + if (!brk) return undefined; + for (const [category, items] of Object.entries(brk)) { + if (items.includes(row)) return category; + } + return undefined; + }; - const renderCellContent = (col: string, value: any) => { + const getRowStatus = (row: ClassifiedDeal) => { + if (!breakdown) return "untouched"; + + const category = getCategoryForRow(row, breakdown); + if (category?.includes("Completed")) { + return "completed"; + } else if (category?.includes("Progress")) { + return "progress"; + } + return "untouched"; + }; + + const getRowBackgroundColor = (status: string) => { + switch (status) { + case "completed": + return "bg-white"; + case "progress": + return "bg-white"; + case "untouched": + return "bg-white"; + default: + return "bg-white"; + } + }; + + const getSortPriority = (status: string) => { + switch (status) { + case "completed": + return 0; + case "progress": + return 1; + case "untouched": + return 2; + default: + return 3; + } + }; + + // Inline filter derivation (no useMemo) + const filteredData = data.filter((row) => + visibleColumns.every((col) => { + const term = searchTerms[col]?.toLowerCase() || ""; + if (!term) return true; + const value = String(row[col as keyof ClassifiedDeal] ?? "").toLowerCase(); + return value.includes(term); + }) + ); + + // Inline sort derivation (no useMemo) + const sortedFilteredData = [...filteredData].sort((a, b) => { + const statusA = getRowStatus(a); + const statusB = getRowStatus(b); + return getSortPriority(statusA) - getSortPriority(statusB); + }); + + const renderCellContent = (col: keyof HubspotDeal, value: any) => { if (col === "majorConditionIssuePhotosS3" && value) { let urls: string[] = []; @@ -97,12 +156,11 @@ export default function TableViewer({
{visibleColumns.map((col) => ( - - {filteredData.length === 0 ? ( + {sortedFilteredData.length === 0 ? ( ) : ( - filteredData.map((row, i) => ( - - {visibleColumns.map((col) => ( - - ))} - - )) + sortedFilteredData.map((row, i) => { + const status = getRowStatus(row); + return ( + + {visibleColumns.map((col) => ( + + ))} + + ); + }) )}
-
- {columnLabels?.[col] || col} +
+ {columnLabels?.[col] || col} setSearchTerms((prev) => ({ ...prev, @@ -124,7 +124,7 @@ export default function TableViewer({
No results found
+ {renderCellContent(col, row[col])}
+
- {columnLabels?.[col] || col} + + {columnLabels?.[col] || (col as string)} +
- {renderCellContent(col, row[col])} -
+ {renderCellContent( + col, + row[col as keyof ClassifiedDeal] + )} +
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx index 35542966..53b04a45 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx @@ -5,7 +5,9 @@ import { surveyDB } from "../../../../../db/surveyDB/connection"; import { hubspotDealData } from "../../../../../db/schema/crm/hubspot_deal_table"; import { hubspotCompanyData } from "@/app/db/schema/crm/hubspot_company_table"; import { eq } from "drizzle-orm"; -import LiveTracker from "./Report"; +import LiveTracker from "./LiveTracker"; +import { computeLiveTrackerData } from "./transforms"; +import type { HubspotDeal } from "./types"; export default async function LiveReportingPage(props: { params: Promise<{ slug: string }>; @@ -51,6 +53,9 @@ export default async function LiveReportingPage(props: { ); } + // 🔄 Transform raw deals to typed and computed data + const trackerData = computeLiveTrackerData(deals as HubspotDeal[]); + return (
@@ -63,7 +68,7 @@ export default async function LiveReportingPage(props: {
- +
); } diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts new file mode 100644 index 00000000..5d7be344 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts @@ -0,0 +1,263 @@ +/** + * Live Tracking Feature - Pure Data Transformation Functions + * No React, no hooks, no side effects. All business logic lives here. + */ + +import type { + HubspotDeal, + ClassifiedDeal, + DisplayStage, + ProjectProgressData, + ProjectData, + OutcomeSlice, + LiveTrackerProps, + WorkPhaseStats, +} from "./types"; + +import { + STAGE_ORDER, + SURVEYOR_OUTCOMES, + MAJOR_CONDITION_STAGE_ID, +} from "./types"; + +// ----------------------------------------------------------------------- +// Stage ID -> raw label mapping +// ----------------------------------------------------------------------- +const STAGE_ID_MAP: Record = { + "1617223910": "Scope & Planning", + "3583836399": "Scope & Planning", + "3589581001": "Booking in Progress", + "1984401629": "Assessment in Progress", + "2628233422": "AFTER_ASSESSMENT", + "2702650617": "AFTER_ASSESSMENT", + "2473886962": "AFTER_ASSESSMENT", + "1668803774": "AFTER_ASSESSMENT", + "1887735998": "Queries", +}; + +// ----------------------------------------------------------------------- +// After-assessment sub-classification +// Resolves AFTER_ASSESSMENT deals based on coordinationStatus and designStatus +// ----------------------------------------------------------------------- +function resolveAfterAssessmentStage( + coordinationStatus: string | null, + designStatus: string | null +): DisplayStage { + const coord = coordinationStatus?.toUpperCase() ?? ""; + const design = designStatus?.toUpperCase() ?? ""; + + // RA ISSUE always -> Queries + if (coord === "RA ISSUE") return "Queries"; + + // V1/V2/V3 IOE/MTP COMPLETE pattern + if ( + coord.includes("(V1) IOE/MTP COMPLETE") || + coord.includes("(V2) IOE/MTP COMPLETE") || + coord.includes("(V3) IOE/MTP COMPLETE") + ) { + return design === "UPLOADED" ? "Completed" : "Design in Progress"; + } + + // Default for AFTER_ASSESSMENT + return "Coordination in Progress"; +} + +// ----------------------------------------------------------------------- +// Resolve display stage for a single deal +// Maps dealstage ID + coordinationStatus + designStatus -> DisplayStage +// ----------------------------------------------------------------------- +export function resolveDisplayStage(deal: HubspotDeal): DisplayStage { + const raw = STAGE_ID_MAP[deal.dealstage ?? ""] ?? "Unknown Stage"; + + if (raw === "AFTER_ASSESSMENT") { + return resolveAfterAssessmentStage( + deal.coordinationStatus, + deal.designStatus + ); + } + + // RA ISSUE override can apply to other stages too + if (raw === "Scope & Planning" || raw === "Assessment in Progress") { + if (deal.coordinationStatus?.toUpperCase() === "RA ISSUE") { + return "Queries"; + } + } + + return raw as DisplayStage; +} + +// ----------------------------------------------------------------------- +// Classify all deals in a list +// Adds displayStage to each deal +// ----------------------------------------------------------------------- +export function classifyDeals(deals: HubspotDeal[]): ClassifiedDeal[] { + return deals.map((deal) => ({ + ...deal, + displayStage: resolveDisplayStage(deal), + })); +} + +// ----------------------------------------------------------------------- +// Compute all ProjectProgressData for a set of already-classified deals +// ----------------------------------------------------------------------- +export function computeProjectProgress( + deals: ClassifiedDeal[] +): ProjectProgressData { + const queriesDeals = deals.filter((d) => d.displayStage === "Queries"); + const nonQueryDeals = deals.filter((d) => d.displayStage !== "Queries"); + const nonQueryTotal = nonQueryDeals.length; + + // Stage counts/percentages (queries excluded from percentage calculation) + const stageBuckets: Record = {}; + for (const deal of nonQueryDeals) { + (stageBuckets[deal.displayStage] ??= []).push(deal); + } + + const stageProgress = STAGE_ORDER.filter((s) => s !== "Queries").map( + (stage) => { + const stageDeals = stageBuckets[stage] ?? []; + return { + stage, + count: stageDeals.length, + percentage: + nonQueryTotal > 0 ? (stageDeals.length / nonQueryTotal) * 100 : 0, + deals: stageDeals, + }; + } + ); + + const completedDeals = stageBuckets["Completed"] ?? []; + const completedCount = completedDeals.length; + const completedPercentage = + nonQueryTotal > 0 ? (completedCount / nonQueryTotal) * 100 : 0; + + const totalDeals = deals.length; + + // Coordination phase: + // completed = Design in Progress + Completed (i.e. coordination is done) + // in progress = Coordination in Progress + const coordCompletedDeals = deals.filter( + (d) => + d.displayStage === "Design in Progress" || + d.displayStage === "Completed" + ); + const coordInProgressDeals = deals.filter( + (d) => d.displayStage === "Coordination in Progress" + ); + + const coordination: WorkPhaseStats = { + completedDeals: coordCompletedDeals, + inProgressDeals: coordInProgressDeals, + completedCount: coordCompletedDeals.length, + inProgressCount: coordInProgressDeals.length, + completedPercentage: + totalDeals > 0 + ? (coordCompletedDeals.length / totalDeals) * 100 + : 0, + inProgressPercentage: + totalDeals > 0 + ? (coordInProgressDeals.length / totalDeals) * 100 + : 0, + total: totalDeals, + }; + + // Design phase: + // completed = Completed stage + // in progress = Design in Progress + const designInProgressDeals = deals.filter( + (d) => d.displayStage === "Design in Progress" + ); + + const design: WorkPhaseStats = { + completedDeals, + inProgressDeals: designInProgressDeals, + completedCount, + inProgressCount: designInProgressDeals.length, + completedPercentage: + totalDeals > 0 ? (completedCount / totalDeals) * 100 : 0, + inProgressPercentage: + totalDeals > 0 + ? (designInProgressDeals.length / totalDeals) * 100 + : 0, + total: totalDeals, + }; + + return { + stageProgress, + queriesDeals, + completedDeals, + completedCount, + completedPercentage, + nonQueryTotal, + totalDeals, + coordination, + design, + }; +} + +// ----------------------------------------------------------------------- +// Compute outcome pie slices for the surveyed pie chart +// ----------------------------------------------------------------------- +export function computeOutcomeSlices(deals: ClassifiedDeal[]): OutcomeSlice[] { + const counts: Partial> = {}; + + for (const deal of deals) { + if ( + deal.outcome && + (SURVEYOR_OUTCOMES as readonly string[]).includes(deal.outcome) + ) { + counts[deal.outcome] = (counts[deal.outcome] ?? 0) + 1; + } + } + + const total = Object.values(counts).reduce( + (a, b) => a + (b ?? 0), + 0 + ); + + return Object.entries(counts).map(([name, amount]) => ({ + name, + amount: amount ?? 0, + percentage: + total > 0 ? (((amount ?? 0) / total) * 100).toFixed(1) : "0.0", + })); +} + +// ----------------------------------------------------------------------- +// Top-level function called by page.tsx +// Orchestrates all transformations: classify, group by project, compute stats +// ----------------------------------------------------------------------- +export function computeLiveTrackerData( + rawDeals: HubspotDeal[] +): LiveTrackerProps { + // Classify all deals (add displayStage field) + const classified = classifyDeals(rawDeals); + + // Filter for major condition deals (Awaab's Law) + const majorConditionDeals = classified.filter( + (d) => d.dealstage === MAJOR_CONDITION_STAGE_ID + ); + + // Group deals by projectCode + const grouped: Record = {}; + for (const deal of classified) { + const key = deal.projectCode ?? "Unknown Project"; + (grouped[key] ??= []).push(deal); + } + + // For each project group, compute progress data and outcome slices + const projects: ProjectData[] = Object.entries(grouped).map( + ([projectCode, deals]) => ({ + projectCode, + progress: computeProjectProgress(deals), + outcomePieSlices: computeOutcomeSlices(deals), + allDeals: deals, + }) + ); + + return { + projects, + totalDeals: classified.length, + majorConditionDeals, + }; +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts new file mode 100644 index 00000000..229a2ede --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts @@ -0,0 +1,153 @@ +/** + * Live Tracking Feature - Type Definitions + * Single source of truth for all TypeScript interfaces and constants + */ + +// ----------------------------------------------------------------------- +// Raw DB row from hubspotDealData table +// ----------------------------------------------------------------------- +export type HubspotDeal = { + id: string; + dealId: string; + dealname: string | null; + dealstage: string | null; + companyId: string | null; + projectCode: string | null; + landlordPropertyId: string | null; + uprn: string | null; + outcome: string | null; + outcomeNotes: string | null; + majorConditionIssueDescription: string | null; + majorConditionIssuePhotos: string | null; + majorConditionIssuePhotosS3: string | null; + coordinationStatus: string | null; + designStatus: string | null; + createdAt: Date; + updatedAt: Date; +}; + +// ----------------------------------------------------------------------- +// Stage classification result - human-readable display labels +// ----------------------------------------------------------------------- +export type DisplayStage = + | "Scope & Planning" + | "Booking in Progress" + | "Assessment in Progress" + | "Coordination in Progress" + | "Design in Progress" + | "Completed" + | "Queries" + | "Unknown Stage"; + +// ----------------------------------------------------------------------- +// A classified deal - original row plus its resolved display stage +// ----------------------------------------------------------------------- +export type ClassifiedDeal = HubspotDeal & { + displayStage: DisplayStage; +}; + +// ----------------------------------------------------------------------- +// One entry in the stage progress bar list +// ----------------------------------------------------------------------- +export type StageProgressItem = { + stage: DisplayStage; + count: number; + percentage: number; // out of non-query total + deals: ClassifiedDeal[]; +}; + +// ----------------------------------------------------------------------- +// Coordination/Design summary card data +// ----------------------------------------------------------------------- +export type WorkPhaseStats = { + completedDeals: ClassifiedDeal[]; + inProgressDeals: ClassifiedDeal[]; + completedCount: number; + inProgressCount: number; + completedPercentage: number; // out of ALL deals in project + inProgressPercentage: number; + total: number; +}; + +// ----------------------------------------------------------------------- +// All computed data for the ProgressOverview component +// ----------------------------------------------------------------------- +export type ProjectProgressData = { + stageProgress: StageProgressItem[]; + queriesDeals: ClassifiedDeal[]; + completedDeals: ClassifiedDeal[]; + completedCount: number; + completedPercentage: number; // out of non-query total + nonQueryTotal: number; + totalDeals: number; + coordination: WorkPhaseStats; + design: WorkPhaseStats; +}; + +// ----------------------------------------------------------------------- +// Surveyed outcome entry (for pie chart) +// ----------------------------------------------------------------------- +export type OutcomeSlice = { + name: string; // outcome label + amount: number; + percentage: string; // pre-formatted "12.3" +}; + +// ----------------------------------------------------------------------- +// What LiveTracker receives from page.tsx for one project +// ----------------------------------------------------------------------- +export type ProjectData = { + projectCode: string; + progress: ProjectProgressData; + outcomePieSlices: OutcomeSlice[]; // empty array = hide pie chart + allDeals: ClassifiedDeal[]; // for table drill-downs within project +}; + +// ----------------------------------------------------------------------- +// Top-level props for LiveTracker (client root) +// ----------------------------------------------------------------------- +export type LiveTrackerProps = { + projects: ProjectData[]; + totalDeals: number; + majorConditionDeals: ClassifiedDeal[]; // for Awaab's Law card +}; + +// ----------------------------------------------------------------------- +// Table drill-down shape (stays in LiveTracker state) +// ----------------------------------------------------------------------- +export type TableModal = { + stage: string; + data: ClassifiedDeal[]; + columns: (keyof HubspotDeal)[]; + columnLabels: Partial>; + breakdown?: Record; +}; + +// ----------------------------------------------------------------------- +// Surveyor outcome constants (single source of truth) +// ----------------------------------------------------------------------- +export const SURVEYOR_OUTCOMES = [ + "Surveyed", + "Surveyed - Pending Upload", + "Tenant Refusal", + "Other", + "Not Viable", + "Not Attempted", + "No Answer", + "Cancelled / No Show", + "Rescheduled", +] as const; + +export type SurveyorOutcome = (typeof SURVEYOR_OUTCOMES)[number]; + +export const MAJOR_CONDITION_STAGE_ID = "3061261536" as const; + +// Order of stages for grouping/display (queries excluded from this list) +export const STAGE_ORDER: DisplayStage[] = [ + "Scope & Planning", + "Booking in Progress", + "Assessment in Progress", + "Coordination in Progress", + "Design in Progress", + "Completed", +]; From 24fa2c44d2023f2cc3ba0b03f85307e4fbe8dca4 Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Thu, 26 Feb 2026 14:23:05 +0000 Subject: [PATCH 11/79] fixing some minor bugs --- .../your-projects/live/LiveTracker.tsx | 11 +++- .../your-projects/live/ProgressOverview.tsx | 63 ++++++++++++++++++- 2 files changed, 71 insertions(+), 3 deletions(-) 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 4e1770dd..10017d77 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx @@ -186,12 +186,16 @@ export default function LiveTracker({ {/* 🔹 Table Modal */} {openTable && ( -
+
setOpenTable(null)} + > e.stopPropagation()} >

@@ -261,7 +265,10 @@ export default function LiveTracker({
+// +// +// ) +// } + +import { useState } from "react"; +import { + DropdownMenu, + DropdownMenuContent, + DropdownMenuTrigger, +} from "@/app/shadcn_components/ui/dropdown-menu"; +import { Button } from "@/app/shadcn_components/ui/button"; +import { Checkbox } from "@/app/shadcn_components/ui/checkbox"; +import { Label } from "@/app/shadcn_components/ui/label"; +import { GripVertical } from "lucide-react"; +import { HelpCircle } from "lucide-react"; +import { + Tooltip, + TooltipContent, + TooltipProvider, + TooltipTrigger, +} from "@/app/shadcn_components/ui/tooltip"; + +import { + DndContext, + closestCenter, +} from "@dnd-kit/core"; +import { + SortableContext, + useSortable, + verticalListSortingStrategy, + arrayMove, +} from "@dnd-kit/sortable"; +import { CSS } from "@dnd-kit/utilities"; + +export interface RecommendationsOptionsProps { + onApply: (value: { + selectedScenarios: number[] | null; + prioritisedScenarios: number[] | null; + }) => Promise | void; + disabled?: boolean; +} + +const fakeScenarios = [ + { id: 1, name: "EPC C" }, + { id: 2, name: "EPC C - Minor Works" }, +]; + +function SortableScenarioItem({ + id, + name, + index, +}: { + id: number; + name: string; + index: number; +}) { + const { attributes, listeners, setNodeRef, transform, transition, isDragging } = + useSortable({ id }); + + const style = { + transform: CSS.Transform.toString(transform), + transition, + }; + + return ( +
+ + + {name} + + + Priority {index + 1} + +
+ ); +} + +export function RecommendationsOptions({ + onApply, + disabled = false, +}: RecommendationsOptionsProps) { + const [isApplying, setIsApplying] = useState(false); + const [open, setOpen] = useState(false); + const [selectedScenarios, setSelectedScenarios] = useState([]); + + const toggleScenario = (id: number) => { + setSelectedScenarios((prev) => + prev.includes(id) + ? prev.filter((s) => s !== id) + : [...prev, id] + ); + }; + + const handleSelectAll = () => { + setSelectedScenarios(fakeScenarios.map((s) => s.id)); + }; + + const handleDeselectAll = () => { + setSelectedScenarios([]); + }; + + const handleDragEnd = (event: any) => { + const { active, over } = event; + if (!over || active.id === over.id) return; + + setSelectedScenarios((items) => { + const oldIndex = items.indexOf(active.id); + const newIndex = items.indexOf(over.id); + return arrayMove(items, oldIndex, newIndex); + }); + }; + + const handleSubmit = async () => { + setIsApplying(true); + + await onApply({ + selectedScenarios: + selectedScenarios.length > 0 ? selectedScenarios : null, + prioritisedScenarios: + selectedScenarios.length > 0 ? selectedScenarios : null, + }); + + setIsApplying(false); + setOpen(false); + }; + + const handleCancel = () => { + setSelectedScenarios([]); + setOpen(false); + }; + + const selectedScenarioObjects = selectedScenarios.map( + (id) => fakeScenarios.find((s) => s.id === id)! + ); + + return ( + + + + + + +
+ + +
+ +
+

Select scenarios

+ + {fakeScenarios.map((scenario) => ( +
+ toggleScenario(scenario.id)} + /> + +
+ ))} +
+ + {selectedScenarioObjects.length > 0 && ( +
+
+

Drag to prioritise

+ + + + + + + +

+ This decides the order of selection if multiple scenarios have equal + outputs. +

+ + + +
+ + + + {selectedScenarioObjects.map((scenario, index) => ( + + ))} + + +
+ )} + +
+ + +
+ + + ); +} \ No newline at end of file diff --git a/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx b/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx index c0ec45a5..046c9db3 100644 --- a/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx @@ -22,6 +22,7 @@ import type { ScenarioSummary, } from "./types"; import { ReportingFunctionalityButtons } from "./ReportingFunctionalityButtons"; +import { RecommendationsOptions } from "./RecommendationsOptions"; interface ReportingClientAreaProps { baseline: BaselineMetrics; @@ -266,6 +267,12 @@ export function ReportingClientArea({
)} + { + {console.log('Generat Recommendations')}} + disabled={scenarioBusy} + /> + }

{/* LOADING + ERROR STATES */} From 2ae1eba6dbb61645736b00f52adea6da1b06ef91 Mon Sep 17 00:00:00 2001 From: Daniel Roth Date: Fri, 27 Feb 2026 17:06:17 +0000 Subject: [PATCH 15/79] delete commented out code --- .../reporting/RecommendationsOptions.tsx | 51 ------------------- 1 file changed, 51 deletions(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx b/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx index 0d106d1f..0e404cab 100644 --- a/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx @@ -1,54 +1,3 @@ -// "use client" - -// import { useState } from "react"; -// import { -// DropdownMenu, -// DropdownMenuContent, -// DropdownMenuTrigger, -// } from "@/app/shadcn_components/ui/dropdown-menu"; -// import { Button } from "@/app/shadcn_components/ui/button"; -// import { Checkbox } from "@/app/shadcn_components/ui/checkbox"; - -// export interface RecommendationsOptionsProps { -// onApply: (value: boolean) => Promise | void; -// disabled?: boolean; -// } - -// export function RecommendationsOptions({ -// onApply, disabled = false -// }: RecommendationsOptionsProps) { -// console.log("Generating Recommendations button"); - -// const [isApplying, setIsApplying] = useState(false); - -// return ( -// { -// if (open) { -// console.log("dropdown menu is open"); -// } -// }} -// > -// -// -// -// -// ) -// } - import { useState } from "react"; import { DropdownMenu, From 29541ebb21ca451c64260007866d28879e7a6c4b Mon Sep 17 00:00:00 2001 From: Daniel Roth Date: Mon, 2 Mar 2026 09:29:52 +0000 Subject: [PATCH 16/79] use real scenarios in select --- .../reporting/RecommendationsOptions.tsx | 16 +++++++--------- .../reporting/ReportingClientArea.tsx | 1 + 2 files changed, 8 insertions(+), 9 deletions(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx b/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx index 0e404cab..e4632525 100644 --- a/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx @@ -27,6 +27,7 @@ import { arrayMove, } from "@dnd-kit/sortable"; import { CSS } from "@dnd-kit/utilities"; +import { ScenarioSummary } from "./types"; export interface RecommendationsOptionsProps { onApply: (value: { @@ -34,13 +35,9 @@ export interface RecommendationsOptionsProps { prioritisedScenarios: number[] | null; }) => Promise | void; disabled?: boolean; + scenarios: ScenarioSummary[] } -const fakeScenarios = [ - { id: 1, name: "EPC C" }, - { id: 2, name: "EPC C - Minor Works" }, -]; - function SortableScenarioItem({ id, name, @@ -84,6 +81,7 @@ function SortableScenarioItem({ export function RecommendationsOptions({ onApply, disabled = false, + scenarios }: RecommendationsOptionsProps) { const [isApplying, setIsApplying] = useState(false); const [open, setOpen] = useState(false); @@ -98,7 +96,7 @@ export function RecommendationsOptions({ }; const handleSelectAll = () => { - setSelectedScenarios(fakeScenarios.map((s) => s.id)); + setSelectedScenarios(scenarios.map((s) => s.id)); }; const handleDeselectAll = () => { @@ -136,7 +134,7 @@ export function RecommendationsOptions({ }; const selectedScenarioObjects = selectedScenarios.map( - (id) => fakeScenarios.find((s) => s.id === id)! + (id) => scenarios.find((s) => s.id === id)! ); return ( @@ -170,9 +168,9 @@ export function RecommendationsOptions({
-

Select scenarios

+

Select scenarios to consider

- {fakeScenarios.map((scenario) => ( + {scenarios.map((scenario) => (
{console.log('Generat Recommendations')}} disabled={scenarioBusy} + scenarios={scenarios} /> }
From d4b9c23a015fa55d6f9e2bcd5139c2cb67d1209d Mon Sep 17 00:00:00 2001 From: Daniel Roth Date: Mon, 2 Mar 2026 09:42:50 +0000 Subject: [PATCH 17/79] prevent single scenario being selected --- .../reporting/RecommendationsOptions.tsx | 17 ++++++++++++++++- 1 file changed, 16 insertions(+), 1 deletion(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx b/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx index e4632525..e67246a6 100644 --- a/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx @@ -86,8 +86,10 @@ export function RecommendationsOptions({ const [isApplying, setIsApplying] = useState(false); const [open, setOpen] = useState(false); const [selectedScenarios, setSelectedScenarios] = useState([]); + const [warning, setWarning] = useState(null); const toggleScenario = (id: number) => { + setWarning("") setSelectedScenarios((prev) => prev.includes(id) ? prev.filter((s) => s !== id) @@ -96,10 +98,12 @@ export function RecommendationsOptions({ }; const handleSelectAll = () => { + setWarning("") setSelectedScenarios(scenarios.map((s) => s.id)); }; const handleDeselectAll = () => { + setWarning("") setSelectedScenarios([]); }; @@ -115,6 +119,13 @@ export function RecommendationsOptions({ }; const handleSubmit = async () => { + console.log('handleSubmit', selectedScenarios, selectedScenarios.length); + if (selectedScenarios.length === 1) { + setWarning("Cannot generate recommendations for a single scenario"); + return; + } + + setWarning(null); setIsApplying(true); await onApply({ @@ -127,8 +138,8 @@ export function RecommendationsOptions({ setIsApplying(false); setOpen(false); }; - const handleCancel = () => { + setWarning("") setSelectedScenarios([]); setOpen(false); }; @@ -222,6 +233,10 @@ export function RecommendationsOptions({
)} + {warning && ( +

{warning}

+ )} +
From 9299d2a76f15db4eec72f8a5845c62e12b6022bd Mon Sep 17 00:00:00 2001 From: Daniel Roth Date: Tue, 3 Mar 2026 11:16:05 +0000 Subject: [PATCH 21/79] Only show button if no scenario selected --- .../(portfolio)/reporting/RecommendationsOptions.tsx | 8 -------- .../[slug]/(portfolio)/reporting/ReportingClientArea.tsx | 3 +-- 2 files changed, 1 insertion(+), 10 deletions(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx b/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx index 2180caa6..67ea5f65 100644 --- a/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx @@ -30,7 +30,6 @@ import { CSS } from "@dnd-kit/utilities"; import { ScenarioSummary } from "./types"; export interface RecommendationsOptionsProps { - onApply: (value: CategorisationTriggerRequest) => void | Promise; disabled?: boolean; scenarios: ScenarioSummary[] portfolioId: number @@ -111,7 +110,6 @@ function SortableScenarioItem({ } export function RecommendationsOptions({ - onApply, disabled = false, scenarios, portfolioId @@ -182,12 +180,6 @@ export function RecommendationsOptions({ body: JSON.stringify(payload) }); - await onApply(payload.scenarios_to_consider ? payload : { - portfolio_id: 123, - scenarios_to_consider: null, - scenario_priority_order: null, - }); - setIsApplying(false); setOpen(false); }; diff --git a/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx b/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx index e8b2ad43..f22ffa73 100644 --- a/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx @@ -267,9 +267,8 @@ export function ReportingClientArea({
)} - { + { !selectedScenarioId && {console.log('Generat Recommendations')}} disabled={scenarioBusy} scenarios={scenarios} portfolioId={portfolioId} From 12fed5ae82b992885533ef4c2e7fc3137a2c9647 Mon Sep 17 00:00:00 2001 From: Daniel Roth Date: Tue, 3 Mar 2026 11:30:57 +0000 Subject: [PATCH 22/79] add loader to button text when form is submitted --- .../[slug]/(portfolio)/reporting/RecommendationsOptions.tsx | 6 +++++- 1 file changed, 5 insertions(+), 1 deletion(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx b/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx index 67ea5f65..bc4aad32 100644 --- a/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx @@ -9,6 +9,7 @@ import { Checkbox } from "@/app/shadcn_components/ui/checkbox"; import { Label } from "@/app/shadcn_components/ui/label"; import { GripVertical } from "lucide-react"; import { HelpCircle } from "lucide-react"; +import { Loader2 } from "lucide-react"; import { Tooltip, TooltipContent, @@ -290,7 +291,10 @@ export function RecommendationsOptions({ Cancel
From cbf2d1705b295aa0f955485cb02282ccc79b89d2 Mon Sep 17 00:00:00 2001 From: Daniel Roth Date: Tue, 3 Mar 2026 12:23:17 +0000 Subject: [PATCH 23/79] Add success toast --- .../components/building-passport/Toolbar.tsx | 5 +++-- .../reporting/RecommendationsOptions.tsx | 6 ++++- .../reporting/ReportingClientArea.tsx | 12 ++++++++++ ...okingSuccessToast.tsx => SuccessToast.tsx} | 22 +++++++++++-------- 4 files changed, 33 insertions(+), 12 deletions(-) rename src/app/portfolio/[slug]/components/{BookingSuccessToast.tsx => SuccessToast.tsx} (84%) diff --git a/src/app/components/building-passport/Toolbar.tsx b/src/app/components/building-passport/Toolbar.tsx index aef25052..66670d04 100644 --- a/src/app/components/building-passport/Toolbar.tsx +++ b/src/app/components/building-passport/Toolbar.tsx @@ -21,7 +21,7 @@ import { Button } from "@/app/shadcn_components/ui/button"; import { cva } from "class-variance-authority"; import { getUploadedFile } from "@/app/db/surveyDB/schema/surveyDB"; import BookSurveyModal from "@/app/portfolio/[slug]/components/BookSurveyModal"; -import BookingSuccessToast from "@/app/portfolio/[slug]/components/BookingSuccessToast"; +import SuccessToast from "@/app/portfolio/[slug]/components/SuccessToast"; import { PropertyMeta } from "@/app/db/schema/property"; interface ToolbarProps { @@ -179,8 +179,9 @@ export function Toolbar({ )} {/* ✅ Toast */} - setShowToast(false)} message="Survey Request Recieved!" subtext="We'll be in contact soon. 🎉" diff --git a/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx b/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx index bc4aad32..5d740bc8 100644 --- a/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx @@ -34,6 +34,7 @@ export interface RecommendationsOptionsProps { disabled?: boolean; scenarios: ScenarioSummary[] portfolioId: number + onSuccess: () => void; } interface ScenarioWithPriority { @@ -113,7 +114,8 @@ function SortableScenarioItem({ export function RecommendationsOptions({ disabled = false, scenarios, - portfolioId + portfolioId, + onSuccess }: RecommendationsOptionsProps) { const [isApplying, setIsApplying] = useState(false); const [open, setOpen] = useState(false); @@ -181,6 +183,8 @@ export function RecommendationsOptions({ body: JSON.stringify(payload) }); + onSuccess(); + setIsApplying(false); setOpen(false); }; diff --git a/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx b/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx index f22ffa73..ee0198d7 100644 --- a/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx @@ -23,6 +23,7 @@ import type { } from "./types"; import { ReportingFunctionalityButtons } from "./ReportingFunctionalityButtons"; import { RecommendationsOptions } from "./RecommendationsOptions"; +import SuccessToast from "../../components/SuccessToast"; interface ReportingClientAreaProps { baseline: BaselineMetrics; @@ -88,6 +89,7 @@ export function ReportingClientArea({ const [measuresOpen, setMeasuresOpen] = useState(false); const [appliedHideNonCompliant, setAppliedHideNonCompliant] = useState(false); + const [showToast, setShowToast] = useState(false); const drawerOpen = Boolean(selectedScenarioId); @@ -272,6 +274,7 @@ export function ReportingClientArea({ disabled={scenarioBusy} scenarios={scenarios} portfolioId={portfolioId} + onSuccess={() => setShowToast(true)} /> }
@@ -346,6 +349,15 @@ export function ReportingClientArea({ data={measuresData ?? null} error={measuresError} /> + + setShowToast(true)} + message="Recommendation process triggered" + subtext="Recommendations might take a few minutes to update" + timeoutMs={6000} + /> ); } diff --git a/src/app/portfolio/[slug]/components/BookingSuccessToast.tsx b/src/app/portfolio/[slug]/components/SuccessToast.tsx similarity index 84% rename from src/app/portfolio/[slug]/components/BookingSuccessToast.tsx rename to src/app/portfolio/[slug]/components/SuccessToast.tsx index 7b9410d8..20567a5b 100644 --- a/src/app/portfolio/[slug]/components/BookingSuccessToast.tsx +++ b/src/app/portfolio/[slug]/components/SuccessToast.tsx @@ -5,28 +5,32 @@ import { motion, AnimatePresence } from "framer-motion"; import Confetti from "react-confetti"; import { CheckCircle } from "lucide-react"; -interface BookingSuccessToastProps { +interface SuccessToastProps { show: boolean; + showConfetti: boolean; onClose: () => void; - message?: string; - subtext?: string; + message: string; + subtext: string; + timeoutMs?: number; } -export default function BookingSuccessToast({ +export default function SuccessToast({ show, + showConfetti, onClose, - message = "Booking Confirmed!", - subtext = "You’re all set. 🎉", -}: BookingSuccessToastProps) { + message, + subtext, + timeoutMs = 4000 +}: SuccessToastProps) { const [confetti, setConfetti] = useState(false); useEffect(() => { if (show) { - setConfetti(true); + setConfetti(showConfetti); const timer = setTimeout(() => { setConfetti(false); onClose(); - }, 4000); + }, timeoutMs); return () => clearTimeout(timer); } }, [show, onClose]); From 6c765c59b16c421912bbcda6d1a6a18a44a784c0 Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Tue, 3 Mar 2026 14:49:20 +0000 Subject: [PATCH 24/79] add more deal stages for hubspot --- .../your-projects/live/transforms.ts | 45 +++++++++++++++---- 1 file changed, 36 insertions(+), 9 deletions(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts index 5d7be344..721571bd 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts @@ -24,15 +24,42 @@ import { // Stage ID -> raw label mapping // ----------------------------------------------------------------------- const STAGE_ID_MAP: Record = { - "1617223910": "Scope & Planning", - "3583836399": "Scope & Planning", - "3589581001": "Booking in Progress", - "1984401629": "Assessment in Progress", - "2628233422": "AFTER_ASSESSMENT", - "2702650617": "AFTER_ASSESSMENT", - "2473886962": "AFTER_ASSESSMENT", - "1668803774": "AFTER_ASSESSMENT", - "1887735998": "Queries", + "1617223910": "Scope & Planning", //[Ops] Backlog + "3583836399": "Scope & Planning", //[Ops] Route Planning + "3589581001": "Booking in Progress", // [Bookings] Ready for Bookings Team + "3569878239": "Booking in Progress", //[Bookings] Send initial booking SMS + "1617223911": "Booking in Progress", // [Bookings] Send Email + "1984184569": "Booking in Progress", // [Bookings] Phone booking + "3569572028": "Booking in Progress", // [Bookings] Preferences received from Tenant + "3570936026": "Booking in Progress", // [Bookings] Send Confirmation Comms + "3680650446": "Booking in Progress", //[Bookings] Manual Confirmation Comms Required + "2663668937": "Queries", //[Bookings/Sales] Booking issues - needs HA support + "1984401629": "Queries", //[Bookings/Ops/Sales] No Contact Details - Ready for Route + "1617223912": "Assessment in Progress", //[Ops] Ready for Assignment to Route + "1617223913": "Assessment in Progress", //[Ops] Survey in Progress + "2558220518": "Assessment in Progress", // [Ops] Not attempted - needs reallocation + "3474594026": "Booking in Progress", //[Ops/Bookings] Rebooked - Needs updating + "3206388924": "Assessment in Progress", //[Ops] Surveyed - Pending Upload from Surveyor (Up to Khalim + Kev as debatable) + "1617223915": "Queries", //[Ops] No Access - Need Sign Off + "1617223917": "Queries", //[Ops] No Access - No Revisit + "1887735998": "Queries", //[Ops] Not Viable + "3061261536": "Queries", //[Sales/Tech] Major condition issue + "3948185842": "AFTER_ASSESSMENT", //[Admin] Admin to check all paperwork for external comms + "1617223914": "AFTER_ASSESSMENT",// [Ops]Surveyed in Pashub, Transit Job to Co-ordination + "1617223916": "Queries", // [Ops] Properties to Review Manually + "2628341989": "Assessment in Progress", //[Ops] Assessment needs correction + "3441170637": "AFTER_ASSESSMENT", //[Ops] Awaiting PV Design + "2628233422": "AFTER_ASSESSMENT", //[Coordination] Ready for coordination + "1887735999": "AFTER_ASSESSMENT", //[Ops] Needs HA Works + "1960060104": "Queries", //[Ops] HA Informed + "1960060105": "Queries", //[Ops] HA Works Scheduled + "1960060106": "AFTER_ASSESSMENT", //[Ops] HA Works Complete + // "1668803772": "", //[Ops] ERF Delivered to HA + // "1668803773": "", //[Ops] ERF Signed + // "2769407183": "", //[Ops] PV - Needs Heating Upgrade (Pre EPR D) + "2769407184": "Queries", //[Ops] Talk to client, Needs Heating Upgrade (Pre EPR C) + "2702650617": "AFTER_ASSESSMENT", //[Design] Ready for Design + "2473886962": "AFTER_ASSESSMENT", //[Design] Design in progress }; // ----------------------------------------------------------------------- From 40c0674d71e0d70305469f296e68ca4e2d59a73b Mon Sep 17 00:00:00 2001 From: Daniel Roth Date: Wed, 4 Mar 2026 11:38:17 +0000 Subject: [PATCH 25/79] readme commit --- README.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/README.md b/README.md index 081be45a..6937a3e0 100644 --- a/README.md +++ b/README.md @@ -132,4 +132,4 @@ the permission set to access the bucket, `rerofit-plan-inputs-`. The name Quick wins: -- [] Frequently asked questions page +- [] Frequently asked questions page. From 3d4d3c0392e331028d337c77da62dcb48da904da Mon Sep 17 00:00:00 2001 From: Daniel Roth Date: Wed, 4 Mar 2026 14:52:24 +0000 Subject: [PATCH 26/79] turn off confetti on success toast --- .../[slug]/(portfolio)/reporting/ReportingClientArea.tsx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx b/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx index ee0198d7..1148404a 100644 --- a/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx @@ -352,7 +352,7 @@ export function ReportingClientArea({ setShowToast(true)} message="Recommendation process triggered" subtext="Recommendations might take a few minutes to update" From cd438569da4ef72fac165c99d00f4e12d5a258d6 Mon Sep 17 00:00:00 2001 From: Daniel Roth Date: Wed, 4 Mar 2026 15:01:17 +0000 Subject: [PATCH 27/79] hide toast after timeout completes --- .../[slug]/(portfolio)/reporting/ReportingClientArea.tsx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx b/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx index 1148404a..47dfeaf8 100644 --- a/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/reporting/ReportingClientArea.tsx @@ -353,7 +353,7 @@ export function ReportingClientArea({ setShowToast(true)} + onClose={() => setShowToast(false)} message="Recommendation process triggered" subtext="Recommendations might take a few minutes to update" timeoutMs={6000} From c69d00250ac80694428b7cba3a0806d5d0c3acdd Mon Sep 17 00:00:00 2001 From: Daniel Roth Date: Wed, 4 Mar 2026 15:07:09 +0000 Subject: [PATCH 28/79] add max height and overflow to dropdown form --- .../[slug]/(portfolio)/reporting/RecommendationsOptions.tsx | 5 +---- 1 file changed, 1 insertion(+), 4 deletions(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx b/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx index 5d740bc8..7e89d1db 100644 --- a/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/reporting/RecommendationsOptions.tsx @@ -164,7 +164,6 @@ export function RecommendationsOptions({ }; const handleSubmit = async () => { - console.log('handleSubmit', selectedScenarios); if (selectedScenarios.length === 1) { setWarning("Cannot generate recommendations for a single scenario"); return; @@ -175,8 +174,6 @@ export function RecommendationsOptions({ const payload = mapScenariosToPayload(selectedScenarios, portfolioId); - console.log('API payload', JSON.stringify(payload)); - const response = await fetch("/api/plan/categorisation", { method: "POST", headers: { "Content-Type": "application/json" }, @@ -221,7 +218,7 @@ export function RecommendationsOptions({ - +
+ + +

+ This link expires after one hour. +

+ + ) : ( + <> +

+ Link expired +

+ +

+ This login link has already been used or has expired. +

+ + + + )} + +
+
+ + {/* Footer */} +
+

Secure authentication powered by Ara

+

© {new Date().getFullYear()} Domna Homes

+
+
); } From 4df28e78fc4551c9f541032dce77a789d671ced6 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Tue, 10 Mar 2026 18:56:53 +0000 Subject: [PATCH 37/79] added robots and security txt files --- public/.well-known/security.txt | 5 +++++ public/robots.txt | 4 ++++ 2 files changed, 9 insertions(+) create mode 100644 public/.well-known/security.txt create mode 100644 public/robots.txt diff --git a/public/.well-known/security.txt b/public/.well-known/security.txt new file mode 100644 index 00000000..a4b9a78f --- /dev/null +++ b/public/.well-known/security.txt @@ -0,0 +1,5 @@ +Contact: mailto:security@domna.homes +Expires: 2027-01-01T00:00:00.000Z +Preferred-Languages: en +Policy: https://domna.homes/security +Canonical: https://ara.domna.homes/.well-known/security.txt \ No newline at end of file diff --git a/public/robots.txt b/public/robots.txt new file mode 100644 index 00000000..6ebbed4f --- /dev/null +++ b/public/robots.txt @@ -0,0 +1,4 @@ +User-agent: * +Allow: / + +Sitemap: https://domna.homes/sitemap.xml \ No newline at end of file From a2411ba156624f96b3c76bf52455c969b882a5ca Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Fri, 13 Mar 2026 10:57:49 +0000 Subject: [PATCH 38/79] live tracker added --- .../your-projects/live/LiveTracker.tsx | 15 +++++++-------- 1 file changed, 7 insertions(+), 8 deletions(-) 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 10017d77..2765db04 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx @@ -93,20 +93,19 @@ export default function LiveTracker({
- {/* Total Properties */} + {/* Total Properties per Project */} handleOpenTable( - "All Properties", - projects.flatMap((p) => p.allDeals), - ["dealname", "landlordPropertyId", "projectCode"], + `${currentProjectCode} — All Properties`, + currentProject?.allDeals ?? [], + ["dealname", "landlordPropertyId"], { dealname: "Address Ref.", landlordPropertyId: "Property Ref.", - projectCode: "Project Code", } ) } @@ -118,7 +117,7 @@ export default function LiveTracker({ icon={AlertTriangle} title="Awaab's Law Reporting" value={`${majorIssues}`} - subtitle={`(${majorPercent}%)`} + subtitle={`(${majorPercent}% across all projects)`} onClick={() => handleOpenTable( "Awaab's Law Reporting", From 1165de9fe9b39c115351d2ce99a4646c5fd1573e Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Wed, 18 Mar 2026 12:53:26 +0000 Subject: [PATCH 39/79] added new fields to db --- .../db/migrations/0156_long_kitty_pryde.sql | 5 + src/app/db/migrations/meta/0156_snapshot.json | 5728 +++++++++++++++++ src/app/db/migrations/meta/_journal.json | 7 + src/app/db/schema/property.ts | 40 +- 4 files changed, 5765 insertions(+), 15 deletions(-) create mode 100644 src/app/db/migrations/0156_long_kitty_pryde.sql create mode 100644 src/app/db/migrations/meta/0156_snapshot.json diff --git a/src/app/db/migrations/0156_long_kitty_pryde.sql b/src/app/db/migrations/0156_long_kitty_pryde.sql new file mode 100644 index 00000000..06fd7448 --- /dev/null +++ b/src/app/db/migrations/0156_long_kitty_pryde.sql @@ -0,0 +1,5 @@ +ALTER TABLE "property" ADD COLUMN "lodged_sap_points" real;--> statement-breakpoint +ALTER TABLE "property" ADD COLUMN "lodged_epc_rating" "epc";--> statement-breakpoint +ALTER TABLE "property_details_epc" ADD COLUMN "lodged_co2_emissions" real;--> statement-breakpoint +ALTER TABLE "property_details_epc" ADD COLUMN "lodged_heat_demand" real;--> statement-breakpoint +ALTER TABLE "property_details_epc" ADD COLUMN "has_been_remodelled" boolean DEFAULT false; \ No newline at end of file diff --git a/src/app/db/migrations/meta/0156_snapshot.json b/src/app/db/migrations/meta/0156_snapshot.json new file mode 100644 index 00000000..6a77ed0a --- /dev/null +++ b/src/app/db/migrations/meta/0156_snapshot.json @@ -0,0 +1,5728 @@ +{ + "id": "384932b4-fee7-4a8d-8b9f-bba77396e68a", + "prevId": "d4b4763c-3866-4da2-be8e-33fa4d778095", + "version": "7", + "dialect": "postgresql", + "tables": { + "public.postcode_search": { + "name": "postcode_search", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "serial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "result_data": { + "name": "result_data", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "last_updated_at": { + "name": "last_updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": { + "postcode_search_postcode_unique": { + "name": "postcode_search_postcode_unique", + "nullsNotDistinct": false, + "columns": [ + "postcode" + ] + } + }, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.aspect_condition": { + "name": "aspect_condition", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "element_id": { + "name": "element_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "aspect_type": { + "name": "aspect_type", + "type": "aspect_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "aspect_instance": { + "name": "aspect_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + }, + "value": { + "name": "value", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "quantity": { + "name": "quantity", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "install_date": { + "name": "install_date", + "type": "date", + "primaryKey": false, + "notNull": false + }, + "renewal_year": { + "name": "renewal_year", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "comments": { + "name": "comments", + "type": "text", + "primaryKey": false, + "notNull": false + } + }, + "indexes": {}, + "foreignKeys": { + "aspect_condition_element_id_element_id_fk": { + "name": "aspect_condition_element_id_element_id_fk", + "tableFrom": "aspect_condition", + "tableTo": "element", + "columnsFrom": [ + "element_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.element": { + "name": "element", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "survey_id": { + "name": "survey_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "element_type": { + "name": 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"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.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.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 58fd5a33..ba14ddec 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1093,6 +1093,13 @@ "when": 1772637615885, "tag": "0155_calm_hydra", "breakpoints": true + }, + { + "idx": 156, + "version": "7", + "when": 1773838366481, + "tag": "0156_long_kitty_pryde", + "breakpoints": true } ] } \ No newline at end of file diff --git a/src/app/db/schema/property.ts b/src/app/db/schema/property.ts index 3ffffcc5..388fa78e 100644 --- a/src/app/db/schema/property.ts +++ b/src/app/db/schema/property.ts @@ -88,7 +88,7 @@ export const Epc: [string, ...string[]] = ["A", "B", "C", "D", "E", "F", "G"]; export const propertyCreationStatusEnum = pgEnum( "creation_status", - PropertyCreationStatus + PropertyCreationStatus, ); export const epcEnum = pgEnum("epc", Epc); export const propertyStatusEnum = pgEnum("status", PortfolioStatus); @@ -137,18 +137,22 @@ export const property = pgTable( // 1) The number of points we've adjusted by // 2) a flag to indicate whether the SAP points have been adjusted, for easily filtering installedMeasuresSapPointAdjustment: real( - "installed_measures_sap_point_adjustment" + "installed_measures_sap_point_adjustment", ), isSapPointsAdjustedForInstalledMeasures: boolean( - "is_sap_points_adjusted_for_installed_measures" + "is_sap_points_adjusted_for_installed_measures", ).default(false), + // To be deprecated originalSapPoints: real("original_sap_points"), + // lodged data + lodgedSapPoints: real("lodged_sap_points"), + lodgedEpcRating: epcEnum("lodged_epc_rating"), }, (table) => [ uniqueIndex("uq_property_portfolio_uprn") .on(table.portfolioId, table.uprn) .where(sql`${table.uprn} IS NOT NULL`), - ] + ], ); export const FeatureRating: [string, ...string[]] = [ @@ -212,7 +216,7 @@ export const propertyDetailsEpc = pgTable( // Bad naming but currentEnergyDemand is the current kwh consumption - needs to be renamed currentEnergyDemand: real("current_energy_demand"), currentEnergyDemandHeatingHotwater: real( - "current_energy_demand_heating_hotwater" + "current_energy_demand_heating_hotwater", ), estimated: boolean("estimated").default(false), // We indicate if the property has an overwritten SAP 05 EPC. I.e. there is a valid EPC, however it's a SAP 05 @@ -236,36 +240,42 @@ export const propertyDetailsEpc = pgTable( // 3) a flag to indicate whether the values have been adjusted, for easily filtering // original values - we don't need bills because we don't actually adjust any of the originals we just subtract adjustments from current values + // TODO - deprecate originalCo2Emissions: real("original_co2_emissions"), originalPrimaryEnergyConsumption: real( - "original_primary_energy_consumption" + "original_primary_energy_consumption", ), originalCurrentEnergyDemand: real("original_current_energy_demand"), originalCurrentEnergyDemandHeatingHotwater: real( - "original_current_energy_demand_heating_hotwater" + "original_current_energy_demand_heating_hotwater", ), - // adjustment quantities + // adjustment quantities - TODO: deprecate installedMeasuresCo2Adjustment: real("installed_measures_co2_adjustment"), installedMeasuresEnergyDemandAdjustment: real( - "installed_measures_energy_demand_adjustment" + "installed_measures_energy_demand_adjustment", ), installedMeasuresTotalEnergyBillAdjustment: real( - "installed_measures_total_energy_bill_adjustment" + "installed_measures_total_energy_bill_adjustment", ), installedMeasuresHeatDemandAdjustment: real( - "installed_measures_heat_demand_adjustment" + "installed_measures_heat_demand_adjustment", ), isEpcAdjustedForInstalledMeasures: boolean( - "is_epc_adjusted_for_installed_measures" + "is_epc_adjusted_for_installed_measures", ).default(false), + + // Lodged values + lodgedCo2Emissions: real("lodged_co2_emissions"), + lodgedHeatDemand: real("lodged_heat_demand"), + hasBeenRemodelled: boolean("has_been_remodelled").default(false), }, (table) => [ uniqueIndex("uq_property_details_epc_property_portfolio").on( table.propertyId, - table.portfolioId + table.portfolioId, ), - ] + ], ); export const propertyDetailsSpatial = pgTable( @@ -281,7 +291,7 @@ export const propertyDetailsSpatial = pgTable( isListedBuilding: boolean("is_listed_building"), isHeritageBuilding: boolean("is_heritage_building"), }, - (table) => [uniqueIndex("uq_property_details_spatial_uprn").on(table.uprn)] + (table) => [uniqueIndex("uq_property_details_spatial_uprn").on(table.uprn)], ); export const propertyDetailsMeter = pgTable("property_details_meter", { From 7523d6bea51eb45d29b78a1680867c62e7135a27 Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Thu, 19 Mar 2026 17:05:46 +0000 Subject: [PATCH 40/79] fix for live tracking --- .../[slug]/(portfolio)/your-projects/live/transforms.ts | 1 + 1 file changed, 1 insertion(+) diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts index 721571bd..177f780e 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts @@ -60,6 +60,7 @@ const STAGE_ID_MAP: Record = { "2769407184": "Queries", //[Ops] Talk to client, Needs Heating Upgrade (Pre EPR C) "2702650617": "AFTER_ASSESSMENT", //[Design] Ready for Design "2473886962": "AFTER_ASSESSMENT", //[Design] Design in progress + "1668803774": "AFTER_ASSESSMENT", //[Ops] post-ERF / completed coordination stage }; // ----------------------------------------------------------------------- From 3ee04558c4c9ed096cef95985796681c582bb1a5 Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Thu, 19 Mar 2026 17:10:41 +0000 Subject: [PATCH 41/79] fix for Joe --- .../[slug]/(portfolio)/your-projects/live/transforms.ts | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts index 177f780e..692b7ef5 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts @@ -95,7 +95,7 @@ function resolveAfterAssessmentStage( // Maps dealstage ID + coordinationStatus + designStatus -> DisplayStage // ----------------------------------------------------------------------- export function resolveDisplayStage(deal: HubspotDeal): DisplayStage { - const raw = STAGE_ID_MAP[deal.dealstage ?? ""] ?? "Unknown Stage"; + const raw = STAGE_ID_MAP[deal.dealstage ?? ""] ?? "AFTER_ASSESSMENT"; if (raw === "AFTER_ASSESSMENT") { return resolveAfterAssessmentStage( From 0db1997abad0817b2e73aaf3814e2695b93f2ed2 Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Fri, 20 Mar 2026 13:36:31 +0000 Subject: [PATCH 42/79] add rule to never mess with our db --- .claude/settings.json | 8 ++++++++ 1 file changed, 8 insertions(+) create mode 100644 .claude/settings.json diff --git a/.claude/settings.json b/.claude/settings.json new file mode 100644 index 00000000..7b99cc77 --- /dev/null +++ b/.claude/settings.json @@ -0,0 +1,8 @@ +{ + "permissions": { + "deny": [ + "Bash(npx drizzle-kit generate)", + "Bash(npx drizzle-kit push)" + ] + } +} From 736a1ad1dab480336056a7b6a4052cd3c7528420 Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Fri, 20 Mar 2026 13:41:08 +0000 Subject: [PATCH 43/79] exclude things from crm --- drizzle.config.ts | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/drizzle.config.ts b/drizzle.config.ts index 67c27495..fed35014 100644 --- a/drizzle.config.ts +++ b/drizzle.config.ts @@ -6,7 +6,7 @@ dotenv.config({ path: ".env.local" }); const isProduction = process.env.VERCEL_ENV === "production"; export default { - schema: "./src/app/db/schema/*", + schema: "./src/app/db/schema/!(crm)/**/*.ts", out: "./src/app/db/migrations", dialect: "postgresql", dbCredentials: { From 3f8dd9bcd9029f2480648d2303d47928036ad301 Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Fri, 20 Mar 2026 13:56:18 +0000 Subject: [PATCH 44/79] added new tables --- src/app/db/schema/organisation.ts | 17 +++++++++ src/app/db/schema/team.ts | 59 +++++++++++++++++++++++++++++++ 2 files changed, 76 insertions(+) create mode 100644 src/app/db/schema/organisation.ts create mode 100644 src/app/db/schema/team.ts diff --git a/src/app/db/schema/organisation.ts b/src/app/db/schema/organisation.ts new file mode 100644 index 00000000..2358104f --- /dev/null +++ b/src/app/db/schema/organisation.ts @@ -0,0 +1,17 @@ +import { pgTable, text, timestamp, uuid } from "drizzle-orm/pg-core"; +import { InferModel } from "drizzle-orm"; + +export const organisation = pgTable("organisation", { + id: uuid("id").defaultRandom().primaryKey(), + createdAt: timestamp("created_at", { precision: 6, withTimezone: true }) + .defaultNow() + .notNull(), + updatedAt: timestamp("updated_at", { precision: 6, withTimezone: true }) + .defaultNow() + .notNull(), + hubspotCompanyId: text("hubspot_company_id"), + companyName: text("company_name"), +}); + +export type Organisation = InferModel; +export type NewOrganisation = InferModel; diff --git a/src/app/db/schema/team.ts b/src/app/db/schema/team.ts new file mode 100644 index 00000000..e89e1e20 --- /dev/null +++ b/src/app/db/schema/team.ts @@ -0,0 +1,59 @@ +import { pgTable, text, timestamp, uuid, bigint } from "drizzle-orm/pg-core"; +import { InferModel } from "drizzle-orm"; +import { organisation } from "./organisation"; +import { user } from "./users"; +import { portfolio, roleEnum } from "./portfolio"; + +export const team = pgTable("team", { + id: uuid("id").defaultRandom().primaryKey(), + teamName: text("team_name").notNull(), + orgId: uuid("org_id").notNull().references(() => organisation.id), + createdAt: timestamp("created_at", { precision: 6, withTimezone: true }) + .defaultNow() + .notNull(), + updatedAt: timestamp("updated_at", { precision: 6, withTimezone: true }) + .defaultNow() + .notNull(), +}); + +export const teamMembers = pgTable("team_members", { + id: uuid("id").defaultRandom().primaryKey(), + userId: bigint("user_id", { mode: "bigint" }) + .notNull() + .references(() => user.id), + teamId: uuid("team_id").notNull().references(() => team.id), + createdAt: timestamp("created_at", { precision: 6, withTimezone: true }) + .defaultNow() + .notNull(), + updatedAt: timestamp("updated_at", { precision: 6, withTimezone: true }) + .defaultNow() + .notNull(), +}); + +export const teamPortfolioPermissions = pgTable("team_portfolio_permissions", { + id: uuid("id").defaultRandom().primaryKey(), + teamId: uuid("team_id").notNull().references(() => team.id), + portfolioId: bigint("portfolio_id", { mode: "bigint" }) + .notNull() + .references(() => portfolio.id), + role: roleEnum("role").notNull(), + createdAt: timestamp("created_at", { precision: 6, withTimezone: true }) + .defaultNow() + .notNull(), + updatedAt: timestamp("updated_at", { precision: 6, withTimezone: true }) + .defaultNow() + .notNull(), +}); + +export type Team = InferModel; +export type NewTeam = InferModel; +export type TeamMembers = InferModel; +export type NewTeamMembers = InferModel; +export type TeamPortfolioPermissions = InferModel< + typeof teamPortfolioPermissions, + "select" +>; +export type NewTeamPortfolioPermissions = InferModel< + typeof teamPortfolioPermissions, + "insert" +>; From a6bb6f01d587d1bba66ee308e1a3f0d290a24f9c Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Fri, 20 Mar 2026 14:05:00 +0000 Subject: [PATCH 45/79] organisaiton added --- drizzle.config.ts | 2 +- .../0158_light_shinko_yamashiro.sql | 38 + src/app/db/migrations/meta/0158_snapshot.json | 5955 +++++++++++++++++ src/app/db/migrations/meta/_journal.json | 21 + 4 files changed, 6015 insertions(+), 1 deletion(-) create mode 100644 src/app/db/migrations/0158_light_shinko_yamashiro.sql create mode 100644 src/app/db/migrations/meta/0158_snapshot.json diff --git a/drizzle.config.ts b/drizzle.config.ts index fed35014..67c27495 100644 --- a/drizzle.config.ts +++ b/drizzle.config.ts @@ -6,7 +6,7 @@ dotenv.config({ path: ".env.local" }); const isProduction = process.env.VERCEL_ENV === "production"; export default { - schema: "./src/app/db/schema/!(crm)/**/*.ts", + schema: "./src/app/db/schema/*", out: "./src/app/db/migrations", dialect: "postgresql", dbCredentials: { diff --git a/src/app/db/migrations/0158_light_shinko_yamashiro.sql b/src/app/db/migrations/0158_light_shinko_yamashiro.sql new file mode 100644 index 00000000..cb956960 --- /dev/null +++ b/src/app/db/migrations/0158_light_shinko_yamashiro.sql @@ -0,0 +1,38 @@ +CREATE TABLE "organisation" ( + "id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL, + "created_at" timestamp (6) with time zone DEFAULT now() NOT NULL, + "updated_at" timestamp (6) with time zone DEFAULT now() NOT NULL, + "hubspot_company_id" text, + "company_name" text +); +--> statement-breakpoint +CREATE TABLE "team" ( + "id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL, + "team_name" text NOT NULL, + "org_id" uuid NOT NULL, + "created_at" timestamp (6) with time zone DEFAULT now() NOT NULL, + "updated_at" timestamp (6) with time zone DEFAULT now() NOT NULL +); +--> statement-breakpoint +CREATE TABLE "team_members" ( + "id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL, + "user_id" bigint NOT NULL, + "team_id" uuid NOT NULL, + "created_at" timestamp (6) with time zone DEFAULT now() NOT NULL, + "updated_at" timestamp (6) with time zone DEFAULT now() NOT NULL +); +--> statement-breakpoint +CREATE TABLE "team_portfolio_permissions" ( + "id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL, + "team_id" uuid NOT NULL, + "portfolio_id" bigint NOT NULL, + "role" "role" NOT NULL, + "created_at" timestamp (6) with time zone DEFAULT now() NOT NULL, + "updated_at" timestamp (6) with time zone DEFAULT now() NOT NULL +); +--> statement-breakpoint +ALTER TABLE "team" ADD CONSTRAINT "team_org_id_organisation_id_fk" FOREIGN KEY ("org_id") REFERENCES "public"."organisation"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "team_members" ADD CONSTRAINT "team_members_user_id_user_id_fk" FOREIGN KEY ("user_id") REFERENCES "public"."user"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "team_members" ADD CONSTRAINT "team_members_team_id_team_id_fk" FOREIGN KEY ("team_id") REFERENCES "public"."team"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "team_portfolio_permissions" ADD CONSTRAINT "team_portfolio_permissions_team_id_team_id_fk" FOREIGN KEY ("team_id") REFERENCES "public"."team"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "team_portfolio_permissions" ADD CONSTRAINT "team_portfolio_permissions_portfolio_id_portfolio_id_fk" FOREIGN KEY ("portfolio_id") REFERENCES "public"."portfolio"("id") ON DELETE no action ON UPDATE no action; \ No newline at end of file diff --git a/src/app/db/migrations/meta/0158_snapshot.json b/src/app/db/migrations/meta/0158_snapshot.json new file mode 100644 index 00000000..60d55483 --- /dev/null +++ b/src/app/db/migrations/meta/0158_snapshot.json @@ -0,0 +1,5955 @@ +{ + "id": "b443d609-d15a-4bf1-ac0e-380cb2483059", + "prevId": "d4b4763c-3866-4da2-be8e-33fa4d778095", + "version": "7", + "dialect": "postgresql", + "tables": { + "public.postcode_search": { + "name": "postcode_search", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "serial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "result_data": { + "name": "result_data", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "last_updated_at": { + "name": "last_updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": { + "postcode_search_postcode_unique": { + "name": "postcode_search_postcode_unique", + "nullsNotDistinct": false, + "columns": [ + "postcode" + ] + } + }, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.aspect_condition": { + "name": "aspect_condition", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "element_id": { + "name": "element_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "aspect_type": { + "name": "aspect_type", + "type": "aspect_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "aspect_instance": { + "name": "aspect_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + }, + "value": { + "name": "value", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "quantity": { + "name": "quantity", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "install_date": { + "name": "install_date", + "type": "date", + "primaryKey": false, + "notNull": false + }, + "renewal_year": { + "name": "renewal_year", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "comments": { + "name": "comments", + "type": "text", + "primaryKey": false, + "notNull": false + } + }, + "indexes": {}, + "foreignKeys": { + "aspect_condition_element_id_element_id_fk": { + "name": "aspect_condition_element_id_element_id_fk", + "tableFrom": "aspect_condition", + "tableTo": "element", + "columnsFrom": [ + "element_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.element": { + "name": "element", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "survey_id": { + "name": "survey_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "element_type": { + "name": "element_type", + "type": "element_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "element_instance": { + "name": "element_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": { + "element_survey_id_property_condition_survey_id_fk": { + "name": "element_survey_id_property_condition_survey_id_fk", + "tableFrom": "element", + "tableTo": "property_condition_survey", + "columnsFrom": [ + "survey_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.property_condition_survey": { + "name": "property_condition_survey", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "uprn": { + "name": "uprn", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "date": { + "name": "date", + "type": "date", + "primaryKey": false, + "notNull": true + }, + "source": { + "name": "source", + "type": "text", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.hubspot_company_data": { + "name": "hubspot_company_data", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "company_id": { + "name": "company_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "company_name": { + "name": "company_name", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "group_id": { + "name": "group_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.hubspot_deal_data": { + "name": "hubspot_deal_data", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "deal_id": { + "name": "deal_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "dealname": { + "name": "dealname", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "dealstage": { + "name": "dealstage", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "company_id": { + "name": "company_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "project_code": { + "name": "project_code", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "landlord_property_id": { + "name": "landlord_property_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "uprn": { + "name": "uprn", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "outcome": { + "name": "outcome", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "outcome_notes": { + "name": "outcome_notes", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_description": { + "name": "major_condition_issue_description", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_photos": { + "name": "major_condition_issue_photos", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_evidence_s3_url": { + "name": "major_condition_issue_evidence_s3_url", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "coordination_status": { + "name": "coordination_status", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "design_status": { + "name": "design_status", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.property_status_tracker": { + "name": "property_status_tracker", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "hubspot_deal_id": { + "name": "hubspot_deal_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "property_id": { + "name": "property_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "portfolio_id": { + "name": "portfolio_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": { + "property_status_tracker_property_id_property_id_fk": { + "name": "property_status_tracker_property_id_property_id_fk", + "tableFrom": "property_status_tracker", + "tableTo": "property", + "columnsFrom": [ + "property_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "property_status_tracker_portfolio_id_portfolio_id_fk": { + "name": "property_status_tracker_portfolio_id_portfolio_id_fk", + "tableFrom": "property_status_tracker", + "tableTo": "portfolio", + "columnsFrom": [ + "portfolio_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "cascade", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.energy_assessments": { + "name": "energy_assessments", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "uprn": { + "name": "uprn", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "uprn_source": { + "name": "uprn_source", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "property_type": { + "name": "property_type", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "building_reference_number": { + "name": "building_reference_number", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "current_energy_efficiency": { + "name": "current_energy_efficiency", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "current_energy_rating": { + "name": "current_energy_rating", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "address1": { + "name": "address1", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "address2": { + "name": "address2", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "address3": { + "name": "address3", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "posttown": { + "name": "posttown", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "address": { + "name": "address", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "county": { + "name": "county", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "constituency": { + "name": "constituency", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "constituency_label": { + "name": "constituency_label", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "low_energy_fixed_light_count": { + "name": "low_energy_fixed_light_count", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "construction_age_band": { + "name": "construction_age_band", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "mainheat_energy_eff": { + "name": "mainheat_energy_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "windows_env_eff": { + "name": "windows_env_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "lighting_energy_eff": { + "name": "lighting_energy_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "environment_impact_potential": { + "name": "environment_impact_potential", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "mainheatcont_description": { + "name": "mainheatcont_description", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "sheating_energy_eff": { + "name": "sheating_energy_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "local_authority": { + "name": "local_authority", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "local_authority_label": { + "name": "local_authority_label", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "fixed_lighting_outlets_count": { + "name": "fixed_lighting_outlets_count", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "energy_tariff": { + "name": "energy_tariff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "mechanical_ventilation": { + "name": "mechanical_ventilation", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "solar_water_heating_flag": { + "name": "solar_water_heating_flag", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "co2_emissions_potential": { + "name": "co2_emissions_potential", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "number_heated_rooms": { + "name": "number_heated_rooms", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "floor_description": { + "name": "floor_description", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "energy_consumption_potential": { + "name": "energy_consumption_potential", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "built_form": { + "name": "built_form", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "number_open_fireplaces": { + "name": "number_open_fireplaces", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "windows_description": { + "name": "windows_description", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "glazed_area": { + "name": "glazed_area", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "inspection_date": { + "name": "inspection_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true + }, + "mains_gas_flag": { + "name": "mains_gas_flag", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "co2_emiss_curr_per_floor_area": { + "name": "co2_emiss_curr_per_floor_area", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "heat_loss_corridor": { + "name": "heat_loss_corridor", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "unheated_corridor_length": { + "name": "unheated_corridor_length", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "flat_storey_count": { + "name": "flat_storey_count", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "roof_energy_eff": { + "name": "roof_energy_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "total_floor_area": { + "name": "total_floor_area", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "environment_impact_current": { + "name": "environment_impact_current", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "roof_description": { + "name": "roof_description", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "floor_energy_eff": { + "name": "floor_energy_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "number_habitable_rooms": { + "name": "number_habitable_rooms", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "hot_water_env_eff": { + "name": "hot_water_env_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "mainheatc_energy_eff": { + "name": "mainheatc_energy_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "main_fuel": { + "name": "main_fuel", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "lighting_env_eff": { + "name": "lighting_env_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "windows_energy_eff": { + "name": "windows_energy_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "floor_env_eff": { + "name": "floor_env_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "sheating_env_eff": { + "name": "sheating_env_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "lighting_description": { + "name": "lighting_description", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "roof_env_eff": { + "name": "roof_env_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "walls_energy_eff": { + "name": "walls_energy_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "photo_supply": { + "name": "photo_supply", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "lighting_cost_potential": { + "name": "lighting_cost_potential", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "mainheat_env_eff": { + "name": "mainheat_env_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "multi_glaze_proportion": { + "name": "multi_glaze_proportion", + "type": "text", + 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"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", + 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"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.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 58fd5a33..47fc0c9f 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1093,6 +1093,27 @@ "when": 1772637615885, "tag": "0155_calm_hydra", "breakpoints": true + }, + { + "idx": 156, + "version": "7", + "when": 1774014986862, + "tag": "0156_high_ben_urich", + "breakpoints": true + }, + { + "idx": 157, + "version": "7", + "when": 1774015131135, + "tag": "0157_mute_lockheed", + "breakpoints": true + }, + { + "idx": 158, + "version": "7", + "when": 1774015417999, + "tag": "0158_light_shinko_yamashiro", + "breakpoints": true } ] } \ No newline at end of file From a9c99b150957109f7a17f20504359ec26160765d Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Fri, 20 Mar 2026 14:08:37 +0000 Subject: [PATCH 46/79] fix numbering --- src/app/db/migrations/meta/_journal.json | 14 -------------- 1 file changed, 14 deletions(-) diff --git a/src/app/db/migrations/meta/_journal.json b/src/app/db/migrations/meta/_journal.json index 47fc0c9f..75ef9851 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1097,20 +1097,6 @@ { "idx": 156, "version": "7", - "when": 1774014986862, - "tag": "0156_high_ben_urich", - "breakpoints": true - }, - { - "idx": 157, - "version": "7", - "when": 1774015131135, - "tag": "0157_mute_lockheed", - "breakpoints": true - }, - { - "idx": 158, - "version": "7", "when": 1774015417999, "tag": "0158_light_shinko_yamashiro", "breakpoints": true From 4f4895a73e482601c3fcebe0c583b4ac9c1c28d4 Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Fri, 20 Mar 2026 14:09:20 +0000 Subject: [PATCH 47/79] fix numbering --- ...light_shinko_yamashiro.sql => 0156_light_shinko_yamashiro.sql} | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename src/app/db/migrations/{0158_light_shinko_yamashiro.sql => 0156_light_shinko_yamashiro.sql} (100%) diff --git a/src/app/db/migrations/0158_light_shinko_yamashiro.sql b/src/app/db/migrations/0156_light_shinko_yamashiro.sql similarity index 100% rename from src/app/db/migrations/0158_light_shinko_yamashiro.sql rename to src/app/db/migrations/0156_light_shinko_yamashiro.sql From 3b89f98c614ab266a23b68221693fa9c067c44fa Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Fri, 20 Mar 2026 14:10:01 +0000 Subject: [PATCH 48/79] fix snapshot --- src/app/db/migrations/meta/0158_snapshot.json | 5955 ----------------- 1 file changed, 5955 deletions(-) delete mode 100644 src/app/db/migrations/meta/0158_snapshot.json diff --git a/src/app/db/migrations/meta/0158_snapshot.json b/src/app/db/migrations/meta/0158_snapshot.json deleted file mode 100644 index 60d55483..00000000 --- a/src/app/db/migrations/meta/0158_snapshot.json +++ /dev/null @@ -1,5955 +0,0 @@ -{ - "id": "b443d609-d15a-4bf1-ac0e-380cb2483059", - "prevId": "d4b4763c-3866-4da2-be8e-33fa4d778095", - "version": "7", - "dialect": "postgresql", - 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"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.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.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 From a09e19ffd6d6e0c550a915c1d0580ee5f3598f99 Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Fri, 20 Mar 2026 14:11:41 +0000 Subject: [PATCH 50/79] fix tag location --- src/app/db/migrations/meta/_journal.json | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/app/db/migrations/meta/_journal.json b/src/app/db/migrations/meta/_journal.json index 75ef9851..c1644f9c 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1098,7 +1098,7 @@ "idx": 156, "version": "7", "when": 1774015417999, - "tag": "0158_light_shinko_yamashiro", + "tag": "0156_light_shinko_yamashiro", "breakpoints": true } ] From 5a2b08505acdde6a7f6853815945ae4ebafce276 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Mon, 23 Mar 2026 12:26:31 +0000 Subject: [PATCH 51/79] renaming organisation and team columns --- src/app/db/schema/organisation.ts | 2 +- src/app/db/schema/team.ts | 14 ++++++++++---- 2 files changed, 11 insertions(+), 5 deletions(-) diff --git a/src/app/db/schema/organisation.ts b/src/app/db/schema/organisation.ts index 2358104f..4889037d 100644 --- a/src/app/db/schema/organisation.ts +++ b/src/app/db/schema/organisation.ts @@ -10,7 +10,7 @@ export const organisation = pgTable("organisation", { .defaultNow() .notNull(), hubspotCompanyId: text("hubspot_company_id"), - companyName: text("company_name"), + name: text("name"), }); export type Organisation = InferModel; diff --git a/src/app/db/schema/team.ts b/src/app/db/schema/team.ts index e89e1e20..39f9a1f0 100644 --- a/src/app/db/schema/team.ts +++ b/src/app/db/schema/team.ts @@ -6,8 +6,10 @@ import { portfolio, roleEnum } from "./portfolio"; export const team = pgTable("team", { id: uuid("id").defaultRandom().primaryKey(), - teamName: text("team_name").notNull(), - orgId: uuid("org_id").notNull().references(() => organisation.id), + name: text("name").notNull(), + orgId: uuid("org_id") + .notNull() + .references(() => organisation.id), createdAt: timestamp("created_at", { precision: 6, withTimezone: true }) .defaultNow() .notNull(), @@ -21,7 +23,9 @@ export const teamMembers = pgTable("team_members", { userId: bigint("user_id", { mode: "bigint" }) .notNull() .references(() => user.id), - teamId: uuid("team_id").notNull().references(() => team.id), + teamId: uuid("team_id") + .notNull() + .references(() => team.id), createdAt: timestamp("created_at", { precision: 6, withTimezone: true }) .defaultNow() .notNull(), @@ -32,7 +36,9 @@ export const teamMembers = pgTable("team_members", { export const teamPortfolioPermissions = pgTable("team_portfolio_permissions", { id: uuid("id").defaultRandom().primaryKey(), - teamId: uuid("team_id").notNull().references(() => team.id), + teamId: uuid("team_id") + .notNull() + .references(() => team.id), portfolioId: bigint("portfolio_id", { mode: "bigint" }) .notNull() .references(() => portfolio.id), From 04ccaf60f109e4f7d5aa71f6e05f32435dc20bbd Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Mon, 23 Mar 2026 12:28:04 +0000 Subject: [PATCH 52/79] added missing mgration files --- .../0157_cynical_serpent_society.sql | 38 + src/app/db/migrations/meta/0157_snapshot.json | 5987 +++++++++++++++++ src/app/db/migrations/meta/_journal.json | 9 +- 3 files changed, 6033 insertions(+), 1 deletion(-) create mode 100644 src/app/db/migrations/0157_cynical_serpent_society.sql create mode 100644 src/app/db/migrations/meta/0157_snapshot.json diff --git a/src/app/db/migrations/0157_cynical_serpent_society.sql b/src/app/db/migrations/0157_cynical_serpent_society.sql new file mode 100644 index 00000000..6729fea5 --- /dev/null +++ b/src/app/db/migrations/0157_cynical_serpent_society.sql @@ -0,0 +1,38 @@ +CREATE TABLE "organisation" ( + "id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL, + "created_at" timestamp (6) with time zone DEFAULT now() NOT NULL, + "updated_at" timestamp (6) with time zone DEFAULT now() NOT NULL, + "hubspot_company_id" text, + "name" text +); +--> statement-breakpoint +CREATE TABLE "team" ( + "id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL, + "name" text NOT NULL, + "org_id" uuid NOT NULL, + "created_at" timestamp (6) with time zone DEFAULT now() NOT NULL, + "updated_at" timestamp (6) with time zone DEFAULT now() NOT NULL +); +--> statement-breakpoint +CREATE TABLE "team_members" ( + "id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL, + "user_id" bigint NOT NULL, + "team_id" uuid NOT NULL, + "created_at" timestamp (6) with time zone DEFAULT now() NOT NULL, + "updated_at" timestamp (6) with time zone DEFAULT now() NOT NULL +); +--> statement-breakpoint +CREATE TABLE "team_portfolio_permissions" ( + "id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL, + "team_id" uuid NOT NULL, + "portfolio_id" bigint NOT NULL, + "role" "role" NOT NULL, + "created_at" timestamp (6) with time zone DEFAULT now() NOT NULL, + "updated_at" timestamp (6) with time zone DEFAULT now() NOT NULL +); +--> statement-breakpoint +ALTER TABLE "team" ADD CONSTRAINT "team_org_id_organisation_id_fk" FOREIGN KEY ("org_id") REFERENCES "public"."organisation"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "team_members" ADD CONSTRAINT "team_members_user_id_user_id_fk" FOREIGN KEY ("user_id") REFERENCES "public"."user"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "team_members" ADD CONSTRAINT "team_members_team_id_team_id_fk" FOREIGN KEY ("team_id") REFERENCES "public"."team"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "team_portfolio_permissions" ADD CONSTRAINT "team_portfolio_permissions_team_id_team_id_fk" FOREIGN KEY ("team_id") REFERENCES "public"."team"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "team_portfolio_permissions" ADD CONSTRAINT "team_portfolio_permissions_portfolio_id_portfolio_id_fk" FOREIGN KEY ("portfolio_id") REFERENCES "public"."portfolio"("id") ON DELETE no action ON UPDATE no action; \ No newline at end of file diff --git a/src/app/db/migrations/meta/0157_snapshot.json b/src/app/db/migrations/meta/0157_snapshot.json new file mode 100644 index 00000000..e2c7018f --- /dev/null +++ b/src/app/db/migrations/meta/0157_snapshot.json @@ -0,0 +1,5987 @@ +{ + "id": "7642dc9d-9a6a-4111-ba38-5fd10a3cba1b", + "prevId": "384932b4-fee7-4a8d-8b9f-bba77396e68a", + "version": "7", + "dialect": "postgresql", + "tables": { + "public.postcode_search": { + "name": "postcode_search", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "serial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "result_data": { + "name": "result_data", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "last_updated_at": { + "name": "last_updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": { + "postcode_search_postcode_unique": { + "name": "postcode_search_postcode_unique", + "nullsNotDistinct": false, + "columns": [ + "postcode" + ] + } + }, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.aspect_condition": { + "name": "aspect_condition", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "element_id": { + "name": "element_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "aspect_type": { + "name": "aspect_type", + "type": "aspect_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "aspect_instance": { + "name": "aspect_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + }, + "value": { + "name": "value", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "quantity": { + "name": "quantity", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "install_date": { + "name": "install_date", + "type": "date", + "primaryKey": false, + "notNull": false + }, + "renewal_year": { + "name": "renewal_year", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "comments": { + "name": "comments", + "type": "text", + "primaryKey": false, + "notNull": false + } + }, + "indexes": {}, + "foreignKeys": { + "aspect_condition_element_id_element_id_fk": { + "name": "aspect_condition_element_id_element_id_fk", + "tableFrom": "aspect_condition", + "tableTo": "element", + "columnsFrom": [ + "element_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.element": { + "name": "element", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "survey_id": { + "name": "survey_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "element_type": { + "name": "element_type", + "type": "element_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "element_instance": { + "name": "element_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": { + "element_survey_id_property_condition_survey_id_fk": { + "name": "element_survey_id_property_condition_survey_id_fk", + "tableFrom": "element", + "tableTo": "property_condition_survey", + "columnsFrom": [ + "survey_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.property_condition_survey": { + "name": "property_condition_survey", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "uprn": { + "name": "uprn", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "date": { + "name": "date", + "type": "date", + "primaryKey": false, + "notNull": true + }, + "source": { + "name": "source", + "type": "text", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.hubspot_company_data": { + "name": "hubspot_company_data", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "company_id": { + "name": "company_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "company_name": { + "name": "company_name", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "group_id": { + "name": "group_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.hubspot_deal_data": { + "name": "hubspot_deal_data", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "deal_id": { + "name": "deal_id", + "type": 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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.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.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 5092c886..971d0a1d 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1100,6 +1100,13 @@ "when": 1773838366481, "tag": "0156_long_kitty_pryde", "breakpoints": true + }, + { + "idx": 157, + "version": "7", + "when": 1774268836524, + "tag": "0157_cynical_serpent_society", + "breakpoints": true } ] -} +} \ No newline at end of file From e9ce7896e5b2a234b1eb0f96e149d39e0463fd00 Mon Sep 17 00:00:00 2001 From: Daniel Roth Date: Thu, 26 Mar 2026 11:10:44 +0000 Subject: [PATCH 53/79] uploaded files table --- src/app/db/schema/uploaded_files.ts | 14 ++++++++++++++ 1 file changed, 14 insertions(+) create mode 100644 src/app/db/schema/uploaded_files.ts diff --git a/src/app/db/schema/uploaded_files.ts b/src/app/db/schema/uploaded_files.ts new file mode 100644 index 00000000..1ecb0a23 --- /dev/null +++ b/src/app/db/schema/uploaded_files.ts @@ -0,0 +1,14 @@ +import { bigint, bigserial, pgTable, text, timestamp } from "drizzle-orm/pg-core"; + +export const uploadedFiles = pgTable( + "uploaded_files", + { + id: bigserial("id", { mode: "bigint" }).primaryKey(), + s3FileUri: text("s3_file_uri").notNull(), + s3UploadTimestamp: timestamp("s3_upload_timestamp", { + withTimezone: true + }).notNull(), + landlordPropertyId: text("landlord_property_id").notNull(), + uprn: bigint("uprn", { mode: "bigint" }) + } +); \ No newline at end of file From a73e603fe3cee66913b46d07e35fa534892645a0 Mon Sep 17 00:00:00 2001 From: Daniel Roth Date: Thu, 26 Mar 2026 11:39:53 +0000 Subject: [PATCH 54/79] landlordPropertyId not notNull --- src/app/db/schema/uploaded_files.ts | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/app/db/schema/uploaded_files.ts b/src/app/db/schema/uploaded_files.ts index 1ecb0a23..ae5a058a 100644 --- a/src/app/db/schema/uploaded_files.ts +++ b/src/app/db/schema/uploaded_files.ts @@ -8,7 +8,7 @@ export const uploadedFiles = pgTable( s3UploadTimestamp: timestamp("s3_upload_timestamp", { withTimezone: true }).notNull(), - landlordPropertyId: text("landlord_property_id").notNull(), + landlordPropertyId: text("landlord_property_id"), uprn: bigint("uprn", { mode: "bigint" }) } ); \ No newline at end of file From f8870fea6ec8d7ba554a846bcc2c4b188ddded53 Mon Sep 17 00:00:00 2001 From: Daniel Roth Date: Thu, 26 Mar 2026 14:55:54 +0000 Subject: [PATCH 55/79] add hubspot_listing_id to table --- src/app/db/schema/uploaded_files.ts | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/src/app/db/schema/uploaded_files.ts b/src/app/db/schema/uploaded_files.ts index ae5a058a..498473c0 100644 --- a/src/app/db/schema/uploaded_files.ts +++ b/src/app/db/schema/uploaded_files.ts @@ -9,6 +9,7 @@ export const uploadedFiles = pgTable( withTimezone: true }).notNull(), landlordPropertyId: text("landlord_property_id"), - uprn: bigint("uprn", { mode: "bigint" }) + uprn: bigint("uprn", { mode: "bigint" }), + hubspotListingId: bigint("hubspot_listing_id", { mode: "bigint" }) } ); \ No newline at end of file From f1bbad9ceb8514994c0f5c5086ded94972e1c31a Mon Sep 17 00:00:00 2001 From: Daniel Roth Date: Thu, 26 Mar 2026 15:02:08 +0000 Subject: [PATCH 56/79] split s3 uri into bucket and key --- src/app/db/schema/uploaded_files.ts | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/src/app/db/schema/uploaded_files.ts b/src/app/db/schema/uploaded_files.ts index 498473c0..7d9abae1 100644 --- a/src/app/db/schema/uploaded_files.ts +++ b/src/app/db/schema/uploaded_files.ts @@ -4,7 +4,8 @@ export const uploadedFiles = pgTable( "uploaded_files", { id: bigserial("id", { mode: "bigint" }).primaryKey(), - s3FileUri: text("s3_file_uri").notNull(), + s3FileBucket: text("s3_file_bucket").notNull(), + s3FileKey: text("s3_file_key").notNull(), s3UploadTimestamp: timestamp("s3_upload_timestamp", { withTimezone: true }).notNull(), From c7fd09fb7886d1f0dba69aabe20d9e2868a30ce3 Mon Sep 17 00:00:00 2001 From: Daniel Roth Date: Thu, 26 Mar 2026 15:14:15 +0000 Subject: [PATCH 57/79] added file type and file source columns and enums --- src/app/db/schema/uploaded_files.ts | 24 ++++++++++++++++++++++-- 1 file changed, 22 insertions(+), 2 deletions(-) diff --git a/src/app/db/schema/uploaded_files.ts b/src/app/db/schema/uploaded_files.ts index 7d9abae1..9f949fd8 100644 --- a/src/app/db/schema/uploaded_files.ts +++ b/src/app/db/schema/uploaded_files.ts @@ -1,4 +1,22 @@ -import { bigint, bigserial, pgTable, text, timestamp } from "drizzle-orm/pg-core"; +import { bigint, bigserial, pgEnum, pgTable, text, timestamp } from "drizzle-orm/pg-core"; + +export const fileType = pgEnum("file_type", [ + "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" +]); + +export const fileSource = pgEnum("file_source", [ + "pas hub", + "sharepoint", + "hubspot" +]); export const uploadedFiles = pgTable( "uploaded_files", @@ -11,6 +29,8 @@ export const uploadedFiles = pgTable( }).notNull(), landlordPropertyId: text("landlord_property_id"), uprn: bigint("uprn", { mode: "bigint" }), - hubspotListingId: bigint("hubspot_listing_id", { mode: "bigint" }) + hubspotListingId: bigint("hubspot_listing_id", { mode: "bigint" }), + fileType: fileType("file_type"), + source: fileSource("file_source") } ); \ No newline at end of file From 3ce0e1368589738f2f423076705b4160e01ae00c Mon Sep 17 00:00:00 2001 From: Daniel Roth Date: Thu, 26 Mar 2026 15:19:12 +0000 Subject: [PATCH 58/79] migration files --- .../migrations/0158_ancient_colleen_wing.sql | 13 + src/app/db/migrations/meta/0158_snapshot.json | 6080 +++++++++++++++++ src/app/db/migrations/meta/_journal.json | 7 + 3 files changed, 6100 insertions(+) create mode 100644 src/app/db/migrations/0158_ancient_colleen_wing.sql create mode 100644 src/app/db/migrations/meta/0158_snapshot.json diff --git a/src/app/db/migrations/0158_ancient_colleen_wing.sql b/src/app/db/migrations/0158_ancient_colleen_wing.sql new file mode 100644 index 00000000..ad238c7b --- /dev/null +++ b/src/app/db/migrations/0158_ancient_colleen_wing.sql @@ -0,0 +1,13 @@ +CREATE TYPE "public"."file_source" AS ENUM('pas hub', 'sharepoint', 'hubspot');--> 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');--> statement-breakpoint +CREATE TABLE "uploaded_files" ( + "id" bigserial PRIMARY KEY NOT NULL, + "s3_file_bucket" text NOT NULL, + "s3_file_key" text NOT NULL, + "s3_upload_timestamp" timestamp with time zone NOT NULL, + "landlord_property_id" text, + "uprn" bigint, + "hubspot_listing_id" bigint, + "file_type" "file_type", + "file_source" "file_source" +); diff --git a/src/app/db/migrations/meta/0158_snapshot.json b/src/app/db/migrations/meta/0158_snapshot.json new file mode 100644 index 00000000..318c73cb --- /dev/null +++ b/src/app/db/migrations/meta/0158_snapshot.json @@ -0,0 +1,6080 @@ +{ + "id": "a38460a9-b108-4982-a67c-1cbe2c7cad27", + "prevId": "7642dc9d-9a6a-4111-ba38-5fd10a3cba1b", + "version": "7", + "dialect": "postgresql", + "tables": { + "public.postcode_search": { + "name": "postcode_search", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "serial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "result_data": { + "name": "result_data", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "last_updated_at": { + "name": "last_updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": { + "postcode_search_postcode_unique": { + "name": "postcode_search_postcode_unique", + "nullsNotDistinct": false, + "columns": [ + "postcode" + ] + } + }, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.aspect_condition": { + "name": "aspect_condition", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "element_id": { + "name": "element_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "aspect_type": { + "name": "aspect_type", + "type": "aspect_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "aspect_instance": { + "name": "aspect_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + }, + "value": { + "name": "value", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "quantity": { + "name": "quantity", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "install_date": { + "name": "install_date", + "type": "date", + "primaryKey": false, + "notNull": false + }, + "renewal_year": { + "name": "renewal_year", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "comments": { + "name": "comments", + "type": "text", + "primaryKey": false, + "notNull": false + } + }, + "indexes": {}, + "foreignKeys": { + "aspect_condition_element_id_element_id_fk": { + "name": "aspect_condition_element_id_element_id_fk", + "tableFrom": "aspect_condition", + "tableTo": "element", + "columnsFrom": [ + "element_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.element": { + "name": "element", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "survey_id": { + "name": "survey_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "element_type": { + "name": "element_type", + "type": "element_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "element_instance": { + "name": "element_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": { + "element_survey_id_property_condition_survey_id_fk": { + "name": "element_survey_id_property_condition_survey_id_fk", + "tableFrom": "element", + "tableTo": "property_condition_survey", + "columnsFrom": [ + "survey_id" + ], + "columnsTo": [ + 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"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", + 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"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", + 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"public", + "values": [ + "pas hub", + "sharepoint", + "hubspot" + ] + }, + "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" + ] + }, + "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 971d0a1d..1678ed5e 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1107,6 +1107,13 @@ "when": 1774268836524, "tag": "0157_cynical_serpent_society", "breakpoints": true + }, + { + "idx": 158, + "version": "7", + "when": 1774538269794, + "tag": "0158_ancient_colleen_wing", + "breakpoints": true } ] } \ No newline at end of file From 8ef72597e6955622a51abffb0802d2f61479789a Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Tue, 31 Mar 2026 13:51:24 +0000 Subject: [PATCH 59/79] added new deal properties --- .../db/migrations/0159_sad_molly_hayes.sql | 22 + src/app/db/migrations/meta/0159_snapshot.json | 6212 +++++++++++++++++ src/app/db/migrations/meta/_journal.json | 7 + src/app/db/schema/crm/hubspot_deal_table.ts | 23 + 4 files changed, 6264 insertions(+) create mode 100644 src/app/db/migrations/0159_sad_molly_hayes.sql create mode 100644 src/app/db/migrations/meta/0159_snapshot.json diff --git a/src/app/db/migrations/0159_sad_molly_hayes.sql b/src/app/db/migrations/0159_sad_molly_hayes.sql new file mode 100644 index 00000000..562b37d7 --- /dev/null +++ b/src/app/db/migrations/0159_sad_molly_hayes.sql @@ -0,0 +1,22 @@ +ALTER TABLE "hubspot_deal_data" ADD COLUMN "pashub_link" text;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "sharepoint_link" text;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "dampmould_growth" text;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "pre_sap" text;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "coordinator" text;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "mtp_completion_date" timestamp (6) with time zone;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "mtp_re_model_completion_date" timestamp (6) with time zone;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "ioe_v3_completion_date" timestamp (6) with time zone;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "proposed_measures" text;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "approved_package" text;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "designer" text;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "design_completion_date" timestamp (6) with time zone;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "actual_measures_installed" text;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "installer" text;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "installer_handover" text;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "lodgement_status" text;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "measures_lodgement_date" timestamp (6) with time zone;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "lodgement_date" timestamp (6) with time zone;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "expected_commencement_date" timestamp (6) with time zone;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "surveyor" text;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "confirmed_survey_date" timestamp (6) with time zone;--> statement-breakpoint +ALTER TABLE "hubspot_deal_data" ADD COLUMN "confirmed_survey_time" text; \ No newline at end of file diff --git a/src/app/db/migrations/meta/0159_snapshot.json b/src/app/db/migrations/meta/0159_snapshot.json new file mode 100644 index 00000000..4c415299 --- /dev/null +++ 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"isRLSEnabled": false + }, + "public.whlg": { + "name": "whlg", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + } + }, + "enums": { + "public.aspect_type": { + "name": "aspect_type", + "schema": "public", + "values": [ + "material", + "condition", + "type", + "area", + "configuration", + "presence", + "risk", + "severity", + "location", + "finish", + "insulation", + "pointing", + "spalling", + "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.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" + ] + }, + "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" + ] + }, + "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 1678ed5e..3da55dc1 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1114,6 +1114,13 @@ "when": 1774538269794, "tag": "0158_ancient_colleen_wing", "breakpoints": true + }, + { + "idx": 159, + "version": "7", + "when": 1774965050131, + "tag": "0159_sad_molly_hayes", + "breakpoints": true } ] } \ No newline at end of file diff --git a/src/app/db/schema/crm/hubspot_deal_table.ts b/src/app/db/schema/crm/hubspot_deal_table.ts index 0a06d014..3d634ff1 100644 --- a/src/app/db/schema/crm/hubspot_deal_table.ts +++ b/src/app/db/schema/crm/hubspot_deal_table.ts @@ -22,6 +22,29 @@ export const hubspotDealData = pgTable("hubspot_deal_data", { coordinationStatus: text("coordination_status"), designStatus: text("design_status"), + pashubLink: text("pashub_link"), + sharepointLink: text("sharepoint_link"), + dampmouldGrowth: text("dampmould_growth"), + preSap: text("pre_sap"), + coordinator: text("coordinator"), + mtpCompletionDate: timestamp("mtp_completion_date", { precision: 6, withTimezone: true }), + mtpReModelCompletionDate: timestamp("mtp_re_model_completion_date", { precision: 6, withTimezone: true }), + ioeV3CompletionDate: timestamp("ioe_v3_completion_date", { precision: 6, withTimezone: true }), + proposedMeasures: text("proposed_measures"), + approvedPackage: text("approved_package"), + designer: text("designer"), + designCompletionDate: timestamp("design_completion_date", { precision: 6, withTimezone: true }), + actualMeasuresInstalled: text("actual_measures_installed"), + installer: text("installer"), + installerHandover: text("installer_handover"), + lodgementStatus: text("lodgement_status"), + measuresLodgementDate: timestamp("measures_lodgement_date", { precision: 6, withTimezone: true }), + lodgementDate: timestamp("lodgement_date", { precision: 6, withTimezone: true }), + expectedCommencementDate: timestamp("expected_commencement_date", { precision: 6, withTimezone: true }), + surveyor: text("surveyor"), + confirmedSurveyDate: timestamp("confirmed_survey_date", { precision: 6, withTimezone: true }), + confirmedSurveyTime: text("confirmed_survey_time"), + createdAt: timestamp("created_at", { precision: 6, withTimezone: true }) .defaultNow() .notNull(), From 6605223865324e6c13851ce9c9488e2a2d7a72c5 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Tue, 31 Mar 2026 14:17:46 +0000 Subject: [PATCH 60/79] working on reporting page --- .../your-projects/live/LiveTracker.tsx | 338 +++------ .../your-projects/live/ProgressOverview.tsx | 706 ++++++++++-------- .../(portfolio)/your-projects/live/page.tsx | 52 +- .../your-projects/live/transforms.ts | 167 ++++- .../(portfolio)/your-projects/live/types.ts | 172 ++++- 5 files changed, 829 insertions(+), 606 deletions(-) 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 2765db04..ccdb2d56 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx @@ -1,41 +1,51 @@ "use client"; import { useState } from "react"; -import ProgressOverview from "./ProgressOverview"; -import SurveyedResultsPieChart from "./SurveyedResultsPieChart"; -import TableViewer from "./TableViewer"; -import { Card, CardContent } from "@/app/shadcn_components/ui/card"; -import { Home, AlertTriangle } from "lucide-react"; import { motion } from "framer-motion"; -import type { LiveTrackerProps, TableModal, ClassifiedDeal, HubspotDeal } from "./types"; +import { + Tabs, + TabsContent, + TabsList, + TabsTrigger, +} from "@/app/shadcn_components/ui/tabs"; +import { Card, CardContent } from "@/app/shadcn_components/ui/card"; +import { BarChart2, Table2 } from "lucide-react"; +import TableViewer from "./TableViewer"; +import PropertyTable from "./PropertyTable"; +import PropertyDrawer from "./PropertyDrawer"; +import AnalyticsView from "./AnalyticsView"; +import type { + LiveTrackerProps, + TableModal, + ClassifiedDeal, + HubspotDeal, + DocumentDrawerState, +} from "./types"; export default function LiveTracker({ projects, totalDeals, majorConditionDeals, }: LiveTrackerProps) { - // UI State: which table modal is open - const [openTable, setOpenTable] = useState(null); + // ── Tab state ──────────────────────────────────────────────────────── + const [activeTab, setActiveTab] = useState<"analytics" | "properties">("analytics"); - // UI State: which project tab is selected + // ── Project selector (shared across both tabs) ─────────────────────── const projectCodes = projects.map((p) => p.projectCode); const [currentProjectCode, setCurrentProjectCode] = useState(projectCodes[0]); const currentProject = projects.find( (p) => p.projectCode === currentProjectCode ); - // Compute minor stuff inline (not data processing) - const majorIssues = majorConditionDeals.length; - const majorPercent = ((majorIssues / totalDeals) * 100).toFixed(1); - const hasSurveyData = (currentProject?.outcomePieSlices.length ?? 0) > 0; + // ── Drill-down table modal (used by AnalyticsView) ─────────────────── + const [openTable, setOpenTable] = useState(null); - // Group allDeals by outcome for pie chart click handler - const dealsByOutcome: Record = {}; - for (const deal of currentProject?.allDeals ?? []) { - if (deal.outcome) { - (dealsByOutcome[deal.outcome] ??= []).push(deal); - } - } + // ── Document drawer (used by PropertyTable) ────────────────────────── + const [drawerState, setDrawerState] = useState({ + open: false, + uprn: null, + dealname: null, + }); const handleOpenTable = ( stage: string, @@ -56,6 +66,10 @@ export default function LiveTracker({ }); }; + const handleOpenDrawer = (uprn: string | null, dealname: string | null) => { + setDrawerState({ open: true, uprn, dealname }); + }; + if (!totalDeals) { return ( @@ -67,123 +81,74 @@ export default function LiveTracker({ } return ( -
- {/* 🌍 Global Overview */} -
- {/* Project Selector */} - -
-

- Select Project -

-
- -
-
- - - {/* Total Properties per Project */} - - handleOpenTable( - `${currentProjectCode} — All Properties`, - currentProject?.allDeals ?? [], - ["dealname", "landlordPropertyId"], - { - dealname: "Address Ref.", - landlordPropertyId: "Property Ref.", - } - ) - } - accent="brandblue" - /> - - {/* Major Issues */} - - handleOpenTable( - "Awaab's Law Reporting", - majorConditionDeals, - [ - "dealname", - "landlordPropertyId", - "majorConditionIssueDescription", - "majorConditionIssuePhotosS3", - ], - { - dealname: "Address Ref.", - landlordPropertyId: "Property Ref.", - majorConditionIssueDescription: "Surveyor's Notes", - majorConditionIssuePhotosS3: "Photo Evidence", - } - ) - } - accent={majorIssues > 0 ? "bright-red" : "red"} - /> -
- - {/* 📊 Project Insights */} - {currentProject && ( -
-
-

- Project-Level Insights —{" "} - {currentProjectCode} -

-
- -
+ setActiveTab(v as "analytics" | "properties")} + > + {/* Tab bar */} + + - - - + + Analytics + + + + Properties + + - {hasSurveyData && ( - - - + {/* Analytics tab */} + + {currentProject && ( + + )} + + + {/* Properties tab */} + +
+ {/* Project selector — mirrors analytics tab */} + {projects.length > 1 && ( +
+ Project: + +
)} -
-
- )} - {/* 🔹 Table Modal */} + +
+ + + + {/* ── Drill-down table modal ─────────────────────────────────────── */} {openTable && (
- {/* Breakdown Stats */} {openTable.breakdown && (
{Object.entries(openTable.breakdown).map(([category, items]) => { @@ -219,9 +183,7 @@ export default function LiveTracker({ const borderColor = isCompleted ? "border-brandblue/40" : "border-amber-200/50"; - const textColor = isCompleted - ? "text-brandblue" - : "text-amber-600"; + const textColor = isCompleted ? "text-brandblue" : "text-amber-600"; const labelColor = isCompleted ? "text-brandblue" : "text-amber-600/70"; @@ -231,20 +193,14 @@ export default function LiveTracker({ key={category} className={`${bgColor} rounded-lg p-3 border ${borderColor}`} > -

+

{category}

{items.length}

- {( - ((items.length / openTable.data.length) * 100) | - 0 - )} - % of total + {((items.length / openTable.data.length) * 100) | 0}% of total

); @@ -264,10 +220,7 @@ export default function LiveTracker({
)} + + {/* ── Document drawer ────────────────────────────────────────────── */} + + setDrawerState({ open: false, uprn: null, dealname: null }) + } + />
); } - -/** 🔸Small stat card component */ -function StatCard({ - icon: Icon, - title, - value, - subtitle, - onClick, - accent = "brandblue", -}: { - icon: any; - title: string; - value: string | number; - subtitle?: string; - onClick: () => void; - accent?: "brandblue" | "red" | "bright-red"; -}) { - const accentConfig = { - brandblue: { - gradient: "from-brandlightblue/30 to-brandlightblue/10", - border: "border-brandblue/20", - text: "text-brandblue", - value: "text-brandblue", - hover: "hover:border-brandblue/40 hover:shadow-lg", - icon: "text-brandblue", - }, - red: { - gradient: "from-red-100/30 to-red-50/20", - border: "border-red-300/40", - text: "text-red-500", - value: "text-red-500", - hover: "hover:border-red-300/60 hover:shadow-lg", - icon: "text-red-500", - }, - "bright-red": { - gradient: "from-red-100 to-red-50", - border: "border-red-500", - text: "text-red-700", - value: "text-red-900", - hover: "hover:border-red-600 hover:shadow-lg", - icon: "text-red-700", - }, - }; - - const config = accentConfig[accent]; - - return ( - -
-
-

- {title} -

-

- {value} - {subtitle && ( - - {subtitle} - - )} -

-
- -
- - ); -} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ProgressOverview.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ProgressOverview.tsx index d745c4c1..36445711 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ProgressOverview.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ProgressOverview.tsx @@ -1,339 +1,429 @@ "use client"; -import { Card } from "@tremor/react"; -import { AlertCircle } from "lucide-react"; import { motion } from "framer-motion"; -import ExpandableCountBar from "./ExpandableCountBar"; -import type { ProjectProgressData, ClassifiedDeal, HubspotDeal } from "./types"; +import { AlertCircle, CheckCircle2, ArrowRight, Users, PenLine, Hammer, FileCheck } from "lucide-react"; +import { Card, CardContent } from "@/app/shadcn_components/ui/card"; +import { STAGE_COLORS } from "./types"; +import type { ProjectProgressData, ClassifiedDeal, ClassifiedDeal as CD } from "./types"; +// ----------------------------------------------------------------------- +// Columns shown per card — enough context to understand WHY +// ----------------------------------------------------------------------- +const QUERIES_COLUMNS: (keyof CD)[] = [ + "dealname", "landlordPropertyId", "displayStage", "outcome", "coordinationStatus", "outcomeNotes", +]; +const QUERIES_LABELS: Partial> = { + dealname: "Address", + landlordPropertyId: "Ref", + displayStage: "Reason / Stage", + outcome: "Survey Outcome", + coordinationStatus: "Coordination Status", + outcomeNotes: "Notes", +}; + +const COORD_COLUMNS: (keyof CD)[] = [ + "dealname", "landlordPropertyId", "displayStage", "coordinator", "coordinationStatus", "ioeV1Date", +]; +const COORD_LABELS: Partial> = { + dealname: "Address", + landlordPropertyId: "Ref", + displayStage: "Current Stage", + coordinator: "Coordinator", + coordinationStatus: "Coordination Status", + ioeV1Date: "IOE/MTP Date", +}; + +const DESIGN_COLUMNS: (keyof CD)[] = [ + "dealname", "landlordPropertyId", "displayStage", "designer", "designStatus", "approvedPackage", "designDate", +]; +const DESIGN_LABELS: Partial> = { + dealname: "Address", + landlordPropertyId: "Ref", + displayStage: "Current Stage", + designer: "Designer", + designStatus: "Design Status", + approvedPackage: "Package", + designDate: "Design Date", +}; + +const INSTALL_COLUMNS: (keyof CD)[] = [ + "dealname", "landlordPropertyId", "displayStage", "installer", "installerHandover", "actualMeasuresInstalled", +]; +const INSTALL_LABELS: Partial> = { + dealname: "Address", + landlordPropertyId: "Ref", + displayStage: "Current Stage", + installer: "Installer", + installerHandover: "Handover Date", + actualMeasuresInstalled: "Measures Installed", +}; + +const LODGE_COLUMNS: (keyof CD)[] = [ + "dealname", "landlordPropertyId", "displayStage", "lodgementStatus", "postSapScore", "measuresLodgementDate", "fullLodgementDate", +]; +const LODGE_LABELS: Partial> = { + dealname: "Address", + landlordPropertyId: "Ref", + displayStage: "Current Stage", + lodgementStatus: "Lodgement Status", + postSapScore: "Post-SAP Score", + measuresLodgementDate: "Measures Lodged", + fullLodgementDate: "Full Lodgement Date", +}; + +const EARLY_COLUMNS: (keyof CD)[] = [ + "dealname", "landlordPropertyId", "displayStage", "preSapScore", "outcome", "raStatus", +]; +const EARLY_LABELS: Partial> = { + dealname: "Address", + landlordPropertyId: "Ref", + displayStage: "Current Stage", + preSapScore: "Pre-SAP Score", + outcome: "Survey Outcome", + raStatus: "Assessment Status", +}; + +// ----------------------------------------------------------------------- +// Circular progress ring (SVG) +// ----------------------------------------------------------------------- +function RingProgress({ pct, color = "#14163d", size = 80 }: { pct: number; color?: string; size?: number }) { + const r = 34; + const circ = 2 * Math.PI * r; + const offset = circ - (Math.min(pct, 100) / 100) * circ; + return ( + + + + + ); +} + +// ----------------------------------------------------------------------- +// Clickable phase summary card (coordination, design, install, lodgement) +// ----------------------------------------------------------------------- +function PhaseCard({ + icon: Icon, + title, + completedCount, + inProgressCount, + total, + completedPct, + inProgressPct, + ringColor, + onClick, +}: { + icon: React.ElementType; + title: string; + completedCount: number; + inProgressCount: number; + total: number; + completedPct: number; + inProgressPct: number; + ringColor: string; + onClick: () => void; +}) { + return ( + +
+
+
+
+ +
+ + {title} + +
+ +
+
+ Complete + {completedCount} +
+
+
+
+ {inProgressCount > 0 && ( + <> +
+ In progress + {inProgressCount} +
+
+
+
+ + )} +
+
+ +
+ +
+ {completedPct.toFixed(0)}% +
+
+
+ +
+ + View breakdown +
+ + ); +} + +// ----------------------------------------------------------------------- +// Main component +// ----------------------------------------------------------------------- interface ProgressOverviewProps { data: ProjectProgressData; onOpenTable?: ( stage: string, deals: ClassifiedDeal[], - columns?: (keyof HubspotDeal)[], - columnLabels?: Partial>, + columns?: (keyof CD)[], + columnLabels?: Partial>, breakdown?: Record ) => void; } -export default function ProgressOverview({ - data, - onOpenTable, -}: ProgressOverviewProps) { - // Pre-computed values from props +export default function ProgressOverview({ data, onOpenTable }: ProgressOverviewProps) { const { completedPercentage, completedCount, - totalDeals, + nonQueryTotal, queriesDeals, + stageProgress, coordination, design, + install, + lodgement, } = data; - // SVG circle calculations (pure, no memo needed) - const radius = 40; - const circumference = 2 * Math.PI * radius; - const strokeDashoffset = circumference - (completedPercentage / 100) * circumference; - - const handleCompletedClick = () => { - if (onOpenTable) { - onOpenTable( - "Completed Properties", - data.completedDeals, - ["dealname", "landlordPropertyId"], - { - dealname: "Address Ref.", - landlordPropertyId: "Property Ref.", - } - ); - } - }; - - const handleCoordinationClick = () => { - if (onOpenTable) { - const coordinationBreakdown = { - "Coordination Completed": coordination.completedDeals, - "Coordination in Progress": coordination.inProgressDeals, - }; - const allCoordDeals = [ - ...coordination.completedDeals, - ...coordination.inProgressDeals, - ]; - onOpenTable( - "Coordination Status", - allCoordDeals, - undefined, - undefined, - coordinationBreakdown - ); - } - }; - - const handleDesignClick = () => { - if (onOpenTable) { - const designBreakdown = { - "Design Completed": design.completedDeals, - "Design in Progress": design.inProgressDeals, - }; - const allDesignDeals = [ - ...design.completedDeals, - ...design.inProgressDeals, - ]; - onOpenTable( - "Design Status", - allDesignDeals, - undefined, - undefined, - designBreakdown - ); - } - }; - - const handleQueriesClick = () => { - if (onOpenTable && queriesDeals.length > 0) { - onOpenTable( - "Properties Needing Attention", - queriesDeals, - ["dealname", "landlordPropertyId", "coordinationStatus"], - { - dealname: "Address Ref.", - landlordPropertyId: "Property Ref.", - coordinationStatus: "Issue", - } - ); - } - }; + // Early-stage rows (scope / booking / assessment) + const earlyStages = ["Scope & Planning", "Booking in Progress", "Assessment in Progress"]; + const earlyItems = stageProgress.filter((s) => earlyStages.includes(s.stage) && s.count > 0); return ( -
- {/* Work Completed - Full Width Overview at Top */} - - -
- {/* Header with Circular Progress */} -
-
-

- Work Completed -

-

- End-to-end project overview -

-
+ + - {/* Circular Progress */} -
- - {/* Background circle */} - - {/* Progress circle */} - - - - - - - - - {/* Center text */} -
- - {completedPercentage.toFixed(0)}% - - - {completedCount}/{totalDeals} - -
-
-
- - {/* CTA */} -
- View Completed Properties - → -
-
- - - - {/* Early Stage Cards - Scope, Booking, Assessment */} - {(() => { - const earlyStages = [ - "Scope & Planning", - "Booking in Progress", - "Assessment in Progress", - ]; - const earlyStageItems = data.stageProgress.filter((s) => - earlyStages.includes(s.stage) - ); - - return earlyStageItems.length > 0 ? ( -
- {earlyStageItems.map((item) => ( - { - if (onOpenTable) { - onOpenTable( - item.stage, - item.deals, - ["dealname", "landlordPropertyId"], - { - dealname: "Address Ref.", - landlordPropertyId: "Property Ref.", - } - ); - } - }} - whileHover={{ scale: 1.02 }} - className="group relative text-left" - > - -
-
-

- {item.stage} -

-

- {item.count} -

-
- -
-

- {item.percentage.toFixed(0)}% of total -

-
- -
- View - → -
-
- - - ))} -
- ) : null; - })()} - - {/* Project Summary Cards - Coordination & Design */} -
- - - -
- - {/* Queries / Attention Required Section */} - {queriesDeals.length > 0 && ( + {/* ── Completion header ──────────────────────────────────────────── */} + onOpenTable?.( + "Completed Properties", + data.completedDeals, + ["dealname", "landlordPropertyId", "displayStage", "actualMeasuresInstalled", "postSapScore", "fullLodgementDate"], + { + dealname: "Address", + landlordPropertyId: "Ref", + displayStage: "Stage", + actualMeasuresInstalled: "Measures Installed", + postSapScore: "Post-SAP", + fullLodgementDate: "Lodgement Date", + } + ) + } + className="group w-full text-left rounded-xl border border-emerald-200 bg-gradient-to-r from-emerald-50 to-white p-5 hover:border-emerald-300 hover:shadow-sm transition-all duration-200" > - -
- {/* Header with Alert */} -
-
- -
-
-

- Requires Your Input -

-

- These properties need your feedback or assistance to progress -

-
-
- - {/* Count Display */} -
-

- {queriesDeals.length} -

-

- {queriesDeals.length === 1 ? "property" : "properties"}{" "} - awaiting action -

-
- - {/* CTA */} -
- Review Details - → +
+
+ +
+ + {completedPercentage.toFixed(0)}% +
- +
+
+ + Work Completed +
+

+ {completedCount} + / {nonQueryTotal} +

+

Properties fully lodged and funded

+
+ +
- )} -
+ + {/* ── Early stage chips ─────────────────────────────────────────── */} + {earlyItems.length > 0 && ( +
+ {earlyItems.map((item) => { + const c = STAGE_COLORS[item.stage]; + return ( + + onOpenTable?.(item.stage, item.deals, EARLY_COLUMNS, EARLY_LABELS) + } + className={`group text-left rounded-xl border p-3 transition-all duration-200 hover:shadow-sm ${c.bg} ${c.border} hover:opacity-90`} + > +
+ + + {item.stage} + +
+

{item.count}

+

+ {item.percentage.toFixed(0)}% of total +

+ + ); + })} +
+ )} + + {/* ── Phase summary cards ──────────────────────────────────────── */} +
+ + onOpenTable?.( + "Coordination Status", + [...coordination.completedDeals, ...coordination.inProgressDeals], + COORD_COLUMNS, + COORD_LABELS, + { + "Coordination Complete": coordination.completedDeals, + "In Progress": coordination.inProgressDeals, + } + ) + } + /> + + onOpenTable?.( + "Design Status", + [...design.completedDeals, ...design.inProgressDeals], + DESIGN_COLUMNS, + DESIGN_LABELS, + { + "Design Complete": design.completedDeals, + "In Progress": design.inProgressDeals, + } + ) + } + /> + + onOpenTable?.( + "Installation Status", + [...install.completedDeals, ...install.inProgressDeals], + INSTALL_COLUMNS, + INSTALL_LABELS, + { + "Install Complete": install.completedDeals, + "In Progress": install.inProgressDeals, + } + ) + } + /> + + onOpenTable?.( + "Lodgement Status", + [...lodgement.completedDeals, ...lodgement.inProgressDeals], + LODGE_COLUMNS, + LODGE_LABELS, + { + "Fully Lodged": lodgement.completedDeals, + "In Progress": lodgement.inProgressDeals, + } + ) + } + /> +
+ + {/* ── Requires input ────────────────────────────────────────────── */} + {queriesDeals.length > 0 && ( + + onOpenTable?.( + "Properties Requiring Attention", + queriesDeals, + QUERIES_COLUMNS, + QUERIES_LABELS + ) + } + className="group w-full text-left rounded-xl border border-amber-300 bg-gradient-to-r from-amber-50 to-white p-4 hover:border-amber-400 hover:shadow-sm transition-all duration-200" + > +
+
+ +
+
+
+ Requires Your Input + + {queriesDeals.length} + +
+

+ Click to see the issue, survey outcome, and coordination status for each property +

+
+ +
+ + )} + + ); } diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx index 53b04a45..6a957e42 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx @@ -1,18 +1,16 @@ import { getServerSession } from "next-auth"; import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; import { redirect } from "next/navigation"; -import { surveyDB } from "../../../../../db/surveyDB/connection"; -import { hubspotDealData } from "../../../../../db/schema/crm/hubspot_deal_table"; -import { hubspotCompanyData } from "@/app/db/schema/crm/hubspot_company_table"; -import { eq } from "drizzle-orm"; import LiveTracker from "./LiveTracker"; import { computeLiveTrackerData } from "./transforms"; -import type { HubspotDeal } from "./types"; +// MOCK PHASE: using mock data while DB migration is in progress +// When migration lands, restore the DB query below and remove this import +import { MOCK_DEALS } from "./mockData"; export default async function LiveReportingPage(props: { params: Promise<{ slug: string }>; }) { - const { slug: portfolioId } = await props.params; + const { slug: _portfolioId } = await props.params; const user = await getServerSession(AuthOptions); if (!user?.user) { @@ -20,41 +18,13 @@ export default async function LiveReportingPage(props: { redirect("/"); } - // 🏢 Fetch the company - - const [company] = await surveyDB - .select() - .from(hubspotCompanyData) - .where(eq(hubspotCompanyData.groupId, portfolioId)); - - if (!company) { - return ( -
-
- No information to show. -
-
- ); - } - - // 💼 Fetch deals for that company - const deals = await surveyDB - .select() - .from(hubspotDealData) - .where(eq(hubspotDealData.companyId, company.companyId)); - - if (!deals || deals.length === 0) { - return ( -
-
- No information to show. -
-
- ); - } - - // 🔄 Transform raw deals to typed and computed data - const trackerData = computeLiveTrackerData(deals as HubspotDeal[]); + // MOCK PHASE ↓↓↓ + // TODO: replace with real DB query once migration is applied: + // const [company] = await surveyDB.select().from(hubspotCompanyData).where(eq(hubspotCompanyData.groupId, portfolioId)); + // const deals = await surveyDB.select().from(hubspotDealData).where(eq(hubspotDealData.companyId, company.companyId)); + // const trackerData = computeLiveTrackerData(deals as HubspotDeal[]); + const trackerData = computeLiveTrackerData(MOCK_DEALS); + // ↑↑↑ END MOCK PHASE return (
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts index 692b7ef5..4119cf6f 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts @@ -12,6 +12,8 @@ import type { OutcomeSlice, LiveTrackerProps, WorkPhaseStats, + DampMouldRiskData, + FunnelStage, } from "./types"; import { @@ -25,7 +27,7 @@ import { // ----------------------------------------------------------------------- const STAGE_ID_MAP: Record = { "1617223910": "Scope & Planning", //[Ops] Backlog - "3583836399": "Scope & Planning", //[Ops] Route Planning + "3583836399": "Scope & Planning", //[Ops] Route Planning "3589581001": "Booking in Progress", // [Bookings] Ready for Bookings Team "3569878239": "Booking in Progress", //[Bookings] Send initial booking SMS "1617223911": "Booking in Progress", // [Bookings] Send Email @@ -39,13 +41,13 @@ const STAGE_ID_MAP: Record = { "1617223913": "Assessment in Progress", //[Ops] Survey in Progress "2558220518": "Assessment in Progress", // [Ops] Not attempted - needs reallocation "3474594026": "Booking in Progress", //[Ops/Bookings] Rebooked - Needs updating - "3206388924": "Assessment in Progress", //[Ops] Surveyed - Pending Upload from Surveyor (Up to Khalim + Kev as debatable) + "3206388924": "Assessment in Progress", //[Ops] Surveyed - Pending Upload from Surveyor "1617223915": "Queries", //[Ops] No Access - Need Sign Off "1617223917": "Queries", //[Ops] No Access - No Revisit "1887735998": "Queries", //[Ops] Not Viable "3061261536": "Queries", //[Sales/Tech] Major condition issue "3948185842": "AFTER_ASSESSMENT", //[Admin] Admin to check all paperwork for external comms - "1617223914": "AFTER_ASSESSMENT",// [Ops]Surveyed in Pashub, Transit Job to Co-ordination + "1617223914": "AFTER_ASSESSMENT", // [Ops] Surveyed in Pashub, Transit Job to Co-ordination "1617223916": "Queries", // [Ops] Properties to Review Manually "2628341989": "Assessment in Progress", //[Ops] Assessment needs correction "3441170637": "AFTER_ASSESSMENT", //[Ops] Awaiting PV Design @@ -54,9 +56,6 @@ const STAGE_ID_MAP: Record = { "1960060104": "Queries", //[Ops] HA Informed "1960060105": "Queries", //[Ops] HA Works Scheduled "1960060106": "AFTER_ASSESSMENT", //[Ops] HA Works Complete - // "1668803772": "", //[Ops] ERF Delivered to HA - // "1668803773": "", //[Ops] ERF Signed - // "2769407183": "", //[Ops] PV - Needs Heating Upgrade (Pre EPR D) "2769407184": "Queries", //[Ops] Talk to client, Needs Heating Upgrade (Pre EPR C) "2702650617": "AFTER_ASSESSMENT", //[Design] Ready for Design "2473886962": "AFTER_ASSESSMENT", //[Design] Design in progress @@ -65,12 +64,12 @@ const STAGE_ID_MAP: Record = { // ----------------------------------------------------------------------- // After-assessment sub-classification -// Resolves AFTER_ASSESSMENT deals based on coordinationStatus and designStatus +// Resolves AFTER_ASSESSMENT deals based on coordinationStatus + designStatus // ----------------------------------------------------------------------- function resolveAfterAssessmentStage( coordinationStatus: string | null, designStatus: string | null -): DisplayStage { +): "Coordination in Progress" | "Design in Progress" | "POST_DESIGN" | "Queries" { const coord = coordinationStatus?.toUpperCase() ?? ""; const design = designStatus?.toUpperCase() ?? ""; @@ -83,25 +82,42 @@ function resolveAfterAssessmentStage( coord.includes("(V2) IOE/MTP COMPLETE") || coord.includes("(V3) IOE/MTP COMPLETE") ) { - return design === "UPLOADED" ? "Completed" : "Design in Progress"; + return design === "UPLOADED" ? "POST_DESIGN" : "Design in Progress"; } // Default for AFTER_ASSESSMENT return "Coordination in Progress"; } +// ----------------------------------------------------------------------- +// Post-design sub-classification +// Called when design is UPLOADED — resolves install / lodgement / completed +// ----------------------------------------------------------------------- +function resolvePostDesignStage(deal: HubspotDeal): DisplayStage { + if (deal.fullLodgementDate) return "Completed"; + if (deal.lodgementStatus) return "Lodgement"; + if (deal.actualMeasuresInstalled || deal.installerHandover) return "Installation Complete"; + return "Awaiting Install"; +} + // ----------------------------------------------------------------------- // Resolve display stage for a single deal -// Maps dealstage ID + coordinationStatus + designStatus -> DisplayStage +// Maps dealstage ID + coordination/design/install status -> DisplayStage // ----------------------------------------------------------------------- export function resolveDisplayStage(deal: HubspotDeal): DisplayStage { const raw = STAGE_ID_MAP[deal.dealstage ?? ""] ?? "AFTER_ASSESSMENT"; if (raw === "AFTER_ASSESSMENT") { - return resolveAfterAssessmentStage( + const afterAssessment = resolveAfterAssessmentStage( deal.coordinationStatus, deal.designStatus ); + + if (afterAssessment === "POST_DESIGN") { + return resolvePostDesignStage(deal); + } + + return afterAssessment; } // RA ISSUE override can apply to other stages too @@ -125,6 +141,52 @@ export function classifyDeals(deals: HubspotDeal[]): ClassifiedDeal[] { })); } +// ----------------------------------------------------------------------- +// Compute damp & mould risk — survey vs coordination stage comparison +// ----------------------------------------------------------------------- +export function computeDampMouldRisk(deals: ClassifiedDeal[]): DampMouldRiskData { + const surveyFlagDeals = deals.filter((d) => !!d.majorConditionIssuePhotosS3); + const coordinatorFlagDeals = deals.filter((d) => !!d.dampMouldFlag); + const bothFlaggedCount = surveyFlagDeals.filter((d) => !!d.dampMouldFlag).length; + + return { + surveyFlagCount: surveyFlagDeals.length, + coordinatorFlagCount: coordinatorFlagDeals.length, + bothFlaggedCount, + totalDeals: deals.length, + surveyFlagDeals, + coordinatorFlagDeals, + }; +} + +// ----------------------------------------------------------------------- +// Compute pipeline funnel — dual counts (current snapshot + cumulative) +// ----------------------------------------------------------------------- +export function computeFunnelStages(deals: ClassifiedDeal[]): FunnelStage[] { + const nonQueryDeals = deals.filter((d) => d.displayStage !== "Queries"); + const total = nonQueryDeals.length; + + return STAGE_ORDER.map((stage) => { + const stageIndex = STAGE_ORDER.indexOf(stage); + + const currentCount = nonQueryDeals.filter( + (d) => d.displayStage === stage + ).length; + + const cumulativeCount = nonQueryDeals.filter( + (d) => STAGE_ORDER.indexOf(d.displayStage) >= stageIndex + ).length; + + return { + stage, + currentCount, + currentPct: total > 0 ? (currentCount / total) * 100 : 0, + cumulativeCount, + cumulativePct: total > 0 ? (cumulativeCount / total) * 100 : 0, + }; + }); +} + // ----------------------------------------------------------------------- // Compute all ProjectProgressData for a set of already-classified deals // ----------------------------------------------------------------------- @@ -162,12 +224,16 @@ export function computeProjectProgress( const totalDeals = deals.length; // Coordination phase: - // completed = Design in Progress + Completed (i.e. coordination is done) + // completed = Design in Progress + Awaiting Install + Installation Complete + Lodgement + Completed // in progress = Coordination in Progress - const coordCompletedDeals = deals.filter( - (d) => - d.displayStage === "Design in Progress" || - d.displayStage === "Completed" + const coordCompletedDeals = deals.filter((d) => + [ + "Design in Progress", + "Awaiting Install", + "Installation Complete", + "Lodgement", + "Completed", + ].includes(d.displayStage) ); const coordInProgressDeals = deals.filter( (d) => d.displayStage === "Coordination in Progress" @@ -179,33 +245,78 @@ export function computeProjectProgress( completedCount: coordCompletedDeals.length, inProgressCount: coordInProgressDeals.length, completedPercentage: - totalDeals > 0 - ? (coordCompletedDeals.length / totalDeals) * 100 - : 0, + totalDeals > 0 ? (coordCompletedDeals.length / totalDeals) * 100 : 0, inProgressPercentage: - totalDeals > 0 - ? (coordInProgressDeals.length / totalDeals) * 100 - : 0, + totalDeals > 0 ? (coordInProgressDeals.length / totalDeals) * 100 : 0, total: totalDeals, }; // Design phase: - // completed = Completed stage + // completed = Awaiting Install + Installation Complete + Lodgement + Completed // in progress = Design in Progress + const designCompletedDeals = deals.filter((d) => + [ + "Awaiting Install", + "Installation Complete", + "Lodgement", + "Completed", + ].includes(d.displayStage) + ); const designInProgressDeals = deals.filter( (d) => d.displayStage === "Design in Progress" ); const design: WorkPhaseStats = { - completedDeals, + completedDeals: designCompletedDeals, inProgressDeals: designInProgressDeals, - completedCount, + completedCount: designCompletedDeals.length, inProgressCount: designInProgressDeals.length, + completedPercentage: + totalDeals > 0 ? (designCompletedDeals.length / totalDeals) * 100 : 0, + inProgressPercentage: + totalDeals > 0 ? (designInProgressDeals.length / totalDeals) * 100 : 0, + total: totalDeals, + }; + + // Install phase: + // completed = Lodgement + Completed + // in progress = Installation Complete + const installCompletedDeals = deals.filter((d) => + ["Lodgement", "Completed"].includes(d.displayStage) + ); + const installInProgressDeals = deals.filter( + (d) => d.displayStage === "Installation Complete" + ); + + const install: WorkPhaseStats = { + completedDeals: installCompletedDeals, + inProgressDeals: installInProgressDeals, + completedCount: installCompletedDeals.length, + inProgressCount: installInProgressDeals.length, + completedPercentage: + totalDeals > 0 ? (installCompletedDeals.length / totalDeals) * 100 : 0, + inProgressPercentage: + totalDeals > 0 ? (installInProgressDeals.length / totalDeals) * 100 : 0, + total: totalDeals, + }; + + // Lodgement phase: + // completed = Completed + // in progress = Lodgement + const lodgementInProgressDeals = deals.filter( + (d) => d.displayStage === "Lodgement" + ); + + const lodgement: WorkPhaseStats = { + completedDeals, + inProgressDeals: lodgementInProgressDeals, + completedCount, + inProgressCount: lodgementInProgressDeals.length, completedPercentage: totalDeals > 0 ? (completedCount / totalDeals) * 100 : 0, inProgressPercentage: totalDeals > 0 - ? (designInProgressDeals.length / totalDeals) * 100 + ? (lodgementInProgressDeals.length / totalDeals) * 100 : 0, total: totalDeals, }; @@ -220,6 +331,10 @@ export function computeProjectProgress( totalDeals, coordination, design, + install, + lodgement, + dampMouldRisk: computeDampMouldRisk(deals), + funnelStages: computeFunnelStages(deals), }; } diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts index 229a2ede..8b0ae9ad 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts @@ -5,6 +5,7 @@ // ----------------------------------------------------------------------- // Raw DB row from hubspotDealData table +// New CRM-synced fields are nullable — populated by HubSpot sync // ----------------------------------------------------------------------- export type HubspotDeal = { id: string; @@ -22,12 +23,46 @@ export type HubspotDeal = { majorConditionIssuePhotosS3: string | null; coordinationStatus: string | null; designStatus: string | null; + + // ── CRM-synced additions ────────────────────────────────────────────── + pashubLink: string | null; + sharepointLink: string | null; + dampMouldFlag: string | null; // coordinator-stage damp/mould flag + preSapScore: string | null; // kept as text (HubSpot returns strings) + coordinator: string | null; + ioeV1Date: Date | null; + ioeV2Date: Date | null; + ioeV3Date: Date | null; + proposedMeasures: string | null; + approvedPackage: string | null; + designer: string | null; + designDate: Date | null; + actualMeasuresInstalled: string | null; + installer: string | null; + installerHandover: string | null; + postSapScore: string | null; + lodgementStatus: string | null; + measuresLodgementDate: Date | null; + fullLodgementDate: Date | null; + + // ── Internally tracked stubs (no HubSpot source yet) ───────────────── + raDateBooking: Date | null; + raDateActual: Date | null; + raStatus: string | null; + postEpcDateBooking: Date | null; + postEpcDateActual: Date | null; + postEpcStatus: string | null; + postEprDate: Date | null; + postEprStatus: string | null; + createdAt: Date; updatedAt: Date; }; // ----------------------------------------------------------------------- -// Stage classification result - human-readable display labels +// Stage classification result — human-readable display labels +// Full end-to-end pipeline: assessment → coordination → design → +// install → lodgement → completed (funded) // ----------------------------------------------------------------------- export type DisplayStage = | "Scope & Planning" @@ -35,12 +70,15 @@ export type DisplayStage = | "Assessment in Progress" | "Coordination in Progress" | "Design in Progress" + | "Awaiting Install" + | "Installation Complete" + | "Lodgement" | "Completed" | "Queries" | "Unknown Stage"; // ----------------------------------------------------------------------- -// A classified deal - original row plus its resolved display stage +// A classified deal — original row plus its resolved display stage // ----------------------------------------------------------------------- export type ClassifiedDeal = HubspotDeal & { displayStage: DisplayStage; @@ -57,7 +95,7 @@ export type StageProgressItem = { }; // ----------------------------------------------------------------------- -// Coordination/Design summary card data +// Coordination/Design/Install/Lodgement summary card data // ----------------------------------------------------------------------- export type WorkPhaseStats = { completedDeals: ClassifiedDeal[]; @@ -69,6 +107,29 @@ export type WorkPhaseStats = { total: number; }; +// ----------------------------------------------------------------------- +// Damp & mould risk comparison (survey-stage vs coordination-stage flags) +// ----------------------------------------------------------------------- +export type DampMouldRiskData = { + surveyFlagCount: number; // majorConditionIssuePhotosS3 not null + coordinatorFlagCount: number; // dampMouldFlag not null/non-empty + bothFlaggedCount: number; // flagged at both stages (highest risk) + totalDeals: number; + surveyFlagDeals: ClassifiedDeal[]; + coordinatorFlagDeals: ClassifiedDeal[]; +}; + +// ----------------------------------------------------------------------- +// Pipeline funnel data — dual counts per stage +// ----------------------------------------------------------------------- +export type FunnelStage = { + stage: DisplayStage; + currentCount: number; // deals at exactly this stage right now + currentPct: number; // as % of non-query total + cumulativeCount: number; // deals that have reached this stage or beyond + cumulativePct: number; +}; + // ----------------------------------------------------------------------- // All computed data for the ProgressOverview component // ----------------------------------------------------------------------- @@ -82,6 +143,10 @@ export type ProjectProgressData = { totalDeals: number; coordination: WorkPhaseStats; design: WorkPhaseStats; + install: WorkPhaseStats; + lodgement: WorkPhaseStats; + dampMouldRisk: DampMouldRiskData; + funnelStages: FunnelStage[]; }; // ----------------------------------------------------------------------- @@ -114,15 +179,34 @@ export type LiveTrackerProps = { // ----------------------------------------------------------------------- // Table drill-down shape (stays in LiveTracker state) +// columns can include computed ClassifiedDeal fields (e.g. displayStage) // ----------------------------------------------------------------------- export type TableModal = { stage: string; data: ClassifiedDeal[]; - columns: (keyof HubspotDeal)[]; - columnLabels: Partial>; + columns: (keyof ClassifiedDeal)[]; + columnLabels: Partial>; breakdown?: Record; }; +// ----------------------------------------------------------------------- +// Document drawer types +// ----------------------------------------------------------------------- +export type PropertyDocument = { + id: string; + s3FileUri: string; + s3JsonUri: string | null; + docType: string; + s3FileUploadTimestamp: string; // ISO string + uprn: string; +}; + +export type DocumentDrawerState = { + open: boolean; + uprn: string | null; + dealname: string | null; +}; + // ----------------------------------------------------------------------- // Surveyor outcome constants (single source of truth) // ----------------------------------------------------------------------- @@ -149,5 +233,83 @@ export const STAGE_ORDER: DisplayStage[] = [ "Assessment in Progress", "Coordination in Progress", "Design in Progress", + "Awaiting Install", + "Installation Complete", + "Lodgement", "Completed", ]; + +// ----------------------------------------------------------------------- +// Stage colour mapping — used for badges (PropertyTable) and funnel bars (AnalyticsView) +// ----------------------------------------------------------------------- +export const STAGE_COLORS: Record< + DisplayStage, + { bg: string; text: string; border: string; dot: string } +> = { + "Scope & Planning": { + bg: "bg-slate-100", + text: "text-slate-700", + border: "border-slate-200", + dot: "bg-slate-400", + }, + "Booking in Progress": { + bg: "bg-sky-50", + text: "text-sky-700", + border: "border-sky-200", + dot: "bg-sky-400", + }, + "Assessment in Progress": { + bg: "bg-violet-50", + text: "text-violet-700", + border: "border-violet-200", + dot: "bg-violet-400", + }, + "Coordination in Progress": { + bg: "bg-amber-50", + text: "text-amber-700", + border: "border-amber-200", + dot: "bg-amber-400", + }, + "Design in Progress": { + bg: "bg-orange-50", + text: "text-orange-700", + border: "border-orange-200", + dot: "bg-orange-400", + }, + "Awaiting Install": { + bg: "bg-purple-50", + text: "text-purple-700", + border: "border-purple-200", + dot: "bg-purple-400", + }, + "Installation Complete": { + bg: "bg-teal-50", + text: "text-teal-700", + border: "border-teal-200", + dot: "bg-teal-400", + }, + Lodgement: { + bg: "bg-cyan-50", + text: "text-cyan-700", + border: "border-cyan-200", + dot: "bg-cyan-400", + }, + Completed: { + bg: "bg-emerald-50", + text: "text-emerald-700", + border: "border-emerald-200", + dot: "bg-emerald-500", + }, + Queries: { + bg: "bg-red-50", + text: "text-red-600", + border: "border-red-200", + dot: "bg-red-400", + }, + "Unknown Stage": { + bg: "bg-gray-50", + text: "text-gray-500", + border: "border-gray-100", + dot: "bg-gray-300", + }, +}; From ab02b702fbbdabb7d58a49b34dc85bc58955072c Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Tue, 31 Mar 2026 15:24:18 +0000 Subject: [PATCH 61/79] merge listing_id --- src/app/db/migrations/meta/_journal.json | 7 +++++++ src/app/db/schema/crm/hubspot_deal_table.ts | 1 + 2 files changed, 8 insertions(+) diff --git a/src/app/db/migrations/meta/_journal.json b/src/app/db/migrations/meta/_journal.json index 3da55dc1..6e6cab10 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1121,6 +1121,13 @@ "when": 1774965050131, "tag": "0159_sad_molly_hayes", "breakpoints": true + }, + { + "idx": 160, + "version": "7", + "when": 1774970639805, + "tag": "0160_slimy_polaris", + "breakpoints": true } ] } \ No newline at end of file diff --git a/src/app/db/schema/crm/hubspot_deal_table.ts b/src/app/db/schema/crm/hubspot_deal_table.ts index 3d634ff1..0f9a64ad 100644 --- a/src/app/db/schema/crm/hubspot_deal_table.ts +++ b/src/app/db/schema/crm/hubspot_deal_table.ts @@ -11,6 +11,7 @@ export const hubspotDealData = pgTable("hubspot_deal_data", { projectCode: text("project_code"), landlordPropertyId: text("landlord_property_id"), + listingId: text("listing_id"), uprn: text("uprn"), outcome: text("outcome"), outcomeNotes: text("outcome_notes"), From 59f146b2d2356e392dfc0f7646d3901fad6df27b Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Tue, 31 Mar 2026 15:25:21 +0000 Subject: [PATCH 62/79] added two new files i forgot to add --- src/app/db/migrations/0160_slimy_polaris.sql | 1 + src/app/db/migrations/meta/0160_snapshot.json | 6218 +++++++++++++++++ 2 files changed, 6219 insertions(+) create mode 100644 src/app/db/migrations/0160_slimy_polaris.sql create mode 100644 src/app/db/migrations/meta/0160_snapshot.json diff --git a/src/app/db/migrations/0160_slimy_polaris.sql b/src/app/db/migrations/0160_slimy_polaris.sql new file mode 100644 index 00000000..4af6a168 --- /dev/null +++ b/src/app/db/migrations/0160_slimy_polaris.sql @@ -0,0 +1 @@ +ALTER TABLE "hubspot_deal_data" ADD COLUMN "listing_id" text; \ No newline at end of file diff --git a/src/app/db/migrations/meta/0160_snapshot.json b/src/app/db/migrations/meta/0160_snapshot.json new file mode 100644 index 00000000..fe403dfc --- /dev/null +++ b/src/app/db/migrations/meta/0160_snapshot.json @@ -0,0 +1,6218 @@ +{ + "id": "40da2e59-ae10-4a0e-8165-946367644ed5", + "prevId": "631c24da-47d3-43d3-9a5b-8861601c384e", + "version": "7", + "dialect": "postgresql", + "tables": { + "public.postcode_search": { + "name": "postcode_search", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "serial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "result_data": { + "name": "result_data", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "last_updated_at": { + "name": "last_updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": { + "postcode_search_postcode_unique": { + "name": "postcode_search_postcode_unique", + "nullsNotDistinct": false, + "columns": [ + "postcode" + ] + } + }, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.aspect_condition": { + "name": "aspect_condition", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "element_id": { + "name": "element_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "aspect_type": { + "name": "aspect_type", + "type": "aspect_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "aspect_instance": { + "name": "aspect_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + }, + "value": { + "name": "value", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "quantity": { + "name": "quantity", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "install_date": { + "name": "install_date", + "type": "date", + "primaryKey": false, + "notNull": false + }, + "renewal_year": { + "name": "renewal_year", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "comments": { + "name": "comments", + "type": "text", + "primaryKey": false, + "notNull": false + } + }, + "indexes": {}, + "foreignKeys": { + "aspect_condition_element_id_element_id_fk": { + "name": "aspect_condition_element_id_element_id_fk", + "tableFrom": "aspect_condition", + "tableTo": "element", + "columnsFrom": [ + "element_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.element": { + "name": "element", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "survey_id": { + "name": "survey_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "element_type": { + "name": "element_type", + "type": "element_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "element_instance": { + "name": "element_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": { + "element_survey_id_property_condition_survey_id_fk": { + "name": "element_survey_id_property_condition_survey_id_fk", + "tableFrom": "element", + "tableTo": "property_condition_survey", + "columnsFrom": [ + "survey_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.property_condition_survey": { + "name": "property_condition_survey", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "uprn": { + "name": "uprn", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "date": { + "name": "date", + "type": "date", + "primaryKey": false, + "notNull": true + }, + "source": { + "name": "source", + "type": "text", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.hubspot_company_data": { + "name": "hubspot_company_data", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "company_id": { + "name": "company_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "company_name": { + "name": "company_name", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "group_id": { + "name": "group_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.hubspot_deal_data": { + "name": "hubspot_deal_data", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "deal_id": { + "name": "deal_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "dealname": { + "name": "dealname", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "dealstage": { + "name": "dealstage", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "company_id": { + "name": "company_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "project_code": { + "name": "project_code", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "landlord_property_id": { + "name": "landlord_property_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "listing_id": { + "name": "listing_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "uprn": { + "name": "uprn", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "outcome": { + "name": "outcome", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "outcome_notes": { + "name": "outcome_notes", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_description": { + "name": "major_condition_issue_description", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_photos": { + "name": "major_condition_issue_photos", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_evidence_s3_url": { + "name": "major_condition_issue_evidence_s3_url", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "coordination_status": { + "name": "coordination_status", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "design_status": { + "name": "design_status", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "pashub_link": { + "name": "pashub_link", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "sharepoint_link": { + "name": "sharepoint_link", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "dampmould_growth": { + "name": "dampmould_growth", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "pre_sap": { + "name": "pre_sap", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "coordinator": { + "name": "coordinator", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "mtp_completion_date": { + "name": "mtp_completion_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "mtp_re_model_completion_date": { + "name": "mtp_re_model_completion_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "ioe_v3_completion_date": { + "name": "ioe_v3_completion_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "proposed_measures": { + "name": "proposed_measures", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "approved_package": { + "name": "approved_package", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "designer": { + "name": "designer", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "design_completion_date": { + "name": "design_completion_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "actual_measures_installed": { + "name": "actual_measures_installed", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "installer": { + "name": "installer", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "installer_handover": { + "name": "installer_handover", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "lodgement_status": { + "name": "lodgement_status", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "measures_lodgement_date": { + "name": "measures_lodgement_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "lodgement_date": { + "name": "lodgement_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "expected_commencement_date": { + "name": "expected_commencement_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "surveyor": { + "name": "surveyor", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "confirmed_survey_date": { + "name": "confirmed_survey_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "confirmed_survey_time": { + "name": "confirmed_survey_time", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.property_status_tracker": { + "name": "property_status_tracker", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "hubspot_deal_id": { + "name": "hubspot_deal_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "property_id": { + "name": "property_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "portfolio_id": { + "name": "portfolio_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": { + "property_status_tracker_property_id_property_id_fk": { + "name": "property_status_tracker_property_id_property_id_fk", + "tableFrom": "property_status_tracker", + "tableTo": "property", + "columnsFrom": [ + "property_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "cascade", + "onUpdate": "no action" + }, + 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"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.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" + ] + }, + "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" + ] + }, + "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 From 592819beff7f9a50f7ace8da3359d5c35527389f Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Wed, 1 Apr 2026 11:08:50 +0000 Subject: [PATCH 63/79] confirmed surveyed date added --- .../db/migrations/0161_fresh_taskmaster.sql | 1 + src/app/db/migrations/meta/0161_snapshot.json | 6224 +++++++++++++++++ src/app/db/migrations/meta/_journal.json | 7 + src/app/db/schema/crm/hubspot_deal_table.ts | 1 + 4 files changed, 6233 insertions(+) create mode 100644 src/app/db/migrations/0161_fresh_taskmaster.sql create mode 100644 src/app/db/migrations/meta/0161_snapshot.json diff --git a/src/app/db/migrations/0161_fresh_taskmaster.sql b/src/app/db/migrations/0161_fresh_taskmaster.sql new file mode 100644 index 00000000..10d839f1 --- /dev/null +++ b/src/app/db/migrations/0161_fresh_taskmaster.sql @@ -0,0 +1 @@ +ALTER TABLE "hubspot_deal_data" ADD COLUMN "surveyed_date" timestamp (6) with time zone; \ No newline at end of file diff --git a/src/app/db/migrations/meta/0161_snapshot.json b/src/app/db/migrations/meta/0161_snapshot.json new file mode 100644 index 00000000..e51f5a2f --- /dev/null +++ b/src/app/db/migrations/meta/0161_snapshot.json @@ -0,0 +1,6224 @@ +{ + "id": "08723b89-7ad6-443d-8619-e5d457a693ef", + "prevId": "40da2e59-ae10-4a0e-8165-946367644ed5", + "version": "7", + "dialect": "postgresql", + "tables": { + "public.postcode_search": { + "name": "postcode_search", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "serial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "result_data": { + "name": "result_data", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "last_updated_at": { + "name": "last_updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": { + "postcode_search_postcode_unique": { + "name": "postcode_search_postcode_unique", + "nullsNotDistinct": false, + "columns": [ + "postcode" + ] + } + }, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.aspect_condition": { + "name": "aspect_condition", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "element_id": { + "name": "element_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "aspect_type": { + "name": "aspect_type", + "type": "aspect_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "aspect_instance": { + "name": "aspect_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + }, + "value": { + "name": "value", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "quantity": { + "name": "quantity", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "install_date": { + "name": "install_date", + "type": "date", + "primaryKey": false, + "notNull": false + }, + "renewal_year": { + "name": "renewal_year", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "comments": { + "name": "comments", + "type": "text", + "primaryKey": false, + "notNull": false + } + }, + "indexes": {}, + "foreignKeys": { + "aspect_condition_element_id_element_id_fk": { + "name": "aspect_condition_element_id_element_id_fk", + "tableFrom": "aspect_condition", + "tableTo": "element", + "columnsFrom": [ + "element_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.element": { + "name": "element", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "survey_id": { + "name": "survey_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "element_type": { + "name": "element_type", + "type": "element_type", + 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"project_code": { + "name": "project_code", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "landlord_property_id": { + "name": "landlord_property_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "listing_id": { + "name": "listing_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "uprn": { + "name": "uprn", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "outcome": { + "name": "outcome", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "outcome_notes": { + "name": "outcome_notes", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_description": { + "name": "major_condition_issue_description", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_photos": { + "name": "major_condition_issue_photos", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_evidence_s3_url": { + "name": "major_condition_issue_evidence_s3_url", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "coordination_status": { + "name": "coordination_status", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "design_status": { + "name": "design_status", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "pashub_link": { + "name": "pashub_link", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "sharepoint_link": { + "name": "sharepoint_link", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "dampmould_growth": { + "name": "dampmould_growth", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "pre_sap": { + "name": "pre_sap", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "coordinator": { + "name": "coordinator", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "mtp_completion_date": { + "name": "mtp_completion_date", + "type": "timestamp (6) with 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"notNull": false + }, + "installer": { + "name": "installer", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "installer_handover": { + "name": "installer_handover", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "lodgement_status": { + "name": "lodgement_status", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "measures_lodgement_date": { + "name": "measures_lodgement_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "lodgement_date": { + "name": "lodgement_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "expected_commencement_date": { + "name": "expected_commencement_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "surveyor": { + "name": "surveyor", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "confirmed_survey_date": { + "name": "confirmed_survey_date", + 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"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.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" + ] + }, + "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" + ] + }, + "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 6e6cab10..ae2f657a 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1128,6 +1128,13 @@ "when": 1774970639805, "tag": "0160_slimy_polaris", "breakpoints": true + }, + { + "idx": 161, + "version": "7", + "when": 1775041707059, + "tag": "0161_fresh_taskmaster", + "breakpoints": true } ] } \ No newline at end of file diff --git a/src/app/db/schema/crm/hubspot_deal_table.ts b/src/app/db/schema/crm/hubspot_deal_table.ts index 0f9a64ad..ea0ba9cb 100644 --- a/src/app/db/schema/crm/hubspot_deal_table.ts +++ b/src/app/db/schema/crm/hubspot_deal_table.ts @@ -45,6 +45,7 @@ export const hubspotDealData = pgTable("hubspot_deal_data", { surveyor: text("surveyor"), confirmedSurveyDate: timestamp("confirmed_survey_date", { precision: 6, withTimezone: true }), confirmedSurveyTime: text("confirmed_survey_time"), + SurveyedDate: timestamp("surveyed_date", { precision: 6, withTimezone: true }), createdAt: timestamp("created_at", { precision: 6, withTimezone: true }) .defaultNow() From 786deb23eda3047d27577af477f6abe9fd0e2efc Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Wed, 1 Apr 2026 11:11:05 +0000 Subject: [PATCH 64/79] added design type --- .../db/migrations/0162_powerful_paladin.sql | 1 + src/app/db/migrations/meta/0162_snapshot.json | 6230 +++++++++++++++++ src/app/db/migrations/meta/_journal.json | 7 + src/app/db/schema/crm/hubspot_deal_table.ts | 1 + 4 files changed, 6239 insertions(+) create mode 100644 src/app/db/migrations/0162_powerful_paladin.sql create mode 100644 src/app/db/migrations/meta/0162_snapshot.json diff --git a/src/app/db/migrations/0162_powerful_paladin.sql b/src/app/db/migrations/0162_powerful_paladin.sql new file mode 100644 index 00000000..5caca8c8 --- /dev/null +++ b/src/app/db/migrations/0162_powerful_paladin.sql @@ -0,0 +1 @@ +ALTER TABLE "hubspot_deal_data" ADD COLUMN "design_type" text; \ No newline at end of file diff --git a/src/app/db/migrations/meta/0162_snapshot.json b/src/app/db/migrations/meta/0162_snapshot.json new file mode 100644 index 00000000..f1ba7d4e --- /dev/null +++ b/src/app/db/migrations/meta/0162_snapshot.json @@ -0,0 +1,6230 @@ +{ + "id": "848b8a62-58f6-4c42-841a-3f9d2aff5b58", + "prevId": "08723b89-7ad6-443d-8619-e5d457a693ef", + "version": "7", + "dialect": "postgresql", + "tables": { + "public.postcode_search": { + "name": "postcode_search", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "serial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "result_data": { + "name": "result_data", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "last_updated_at": { + "name": "last_updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": { + "postcode_search_postcode_unique": { + "name": "postcode_search_postcode_unique", + "nullsNotDistinct": false, + "columns": [ + "postcode" + ] + } + }, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.aspect_condition": { + "name": "aspect_condition", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "element_id": { + "name": "element_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "aspect_type": { + "name": "aspect_type", + "type": "aspect_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "aspect_instance": { + "name": "aspect_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + }, + "value": { + "name": "value", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "quantity": { + "name": "quantity", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "install_date": { + "name": "install_date", + "type": "date", + "primaryKey": false, + "notNull": false + }, + "renewal_year": { + "name": "renewal_year", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "comments": { + "name": "comments", + "type": "text", + "primaryKey": false, + "notNull": false + } + }, + "indexes": {}, + "foreignKeys": { + "aspect_condition_element_id_element_id_fk": { + "name": "aspect_condition_element_id_element_id_fk", + "tableFrom": "aspect_condition", + "tableTo": "element", + "columnsFrom": [ + "element_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.element": { + "name": "element", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "survey_id": { + "name": "survey_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "element_type": { + "name": "element_type", + "type": "element_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "element_instance": { + "name": "element_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": { + "element_survey_id_property_condition_survey_id_fk": { + "name": "element_survey_id_property_condition_survey_id_fk", + "tableFrom": "element", + "tableTo": "property_condition_survey", + "columnsFrom": [ + "survey_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.property_condition_survey": { + "name": "property_condition_survey", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "uprn": { + "name": "uprn", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "date": { + "name": "date", + "type": "date", + "primaryKey": false, + "notNull": true + }, + "source": { + "name": "source", + "type": "text", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.hubspot_company_data": { + "name": "hubspot_company_data", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "company_id": { + "name": "company_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "company_name": { + "name": "company_name", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "group_id": { + "name": "group_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.hubspot_deal_data": { + "name": "hubspot_deal_data", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "deal_id": { + "name": "deal_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "dealname": { + "name": "dealname", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "dealstage": { + "name": "dealstage", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "company_id": { + "name": "company_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "project_code": { + "name": "project_code", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "landlord_property_id": { + "name": "landlord_property_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "listing_id": { + "name": "listing_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "uprn": { + "name": "uprn", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "outcome": { + "name": "outcome", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "outcome_notes": { + "name": "outcome_notes", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_description": { + "name": "major_condition_issue_description", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_photos": { + "name": "major_condition_issue_photos", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_evidence_s3_url": { + "name": "major_condition_issue_evidence_s3_url", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "coordination_status": { + "name": "coordination_status", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "design_status": { + "name": "design_status", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "pashub_link": { + "name": "pashub_link", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "sharepoint_link": { + "name": "sharepoint_link", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "dampmould_growth": { + "name": "dampmould_growth", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "pre_sap": { + "name": "pre_sap", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "coordinator": { + "name": "coordinator", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "mtp_completion_date": { + "name": "mtp_completion_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "mtp_re_model_completion_date": { + "name": "mtp_re_model_completion_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "ioe_v3_completion_date": { + "name": "ioe_v3_completion_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "proposed_measures": { + "name": "proposed_measures", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "approved_package": { + "name": "approved_package", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "designer": { + "name": "designer", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "design_type": { + "name": "design_type", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "design_completion_date": { + "name": "design_completion_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "actual_measures_installed": { + "name": "actual_measures_installed", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "installer": { + "name": "installer", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "installer_handover": { + "name": "installer_handover", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "lodgement_status": { + "name": "lodgement_status", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "measures_lodgement_date": { + "name": "measures_lodgement_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "lodgement_date": { + "name": "lodgement_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "expected_commencement_date": { + "name": "expected_commencement_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + 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"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.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" + ] + }, + "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" + ] + }, + "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 ae2f657a..9fee2916 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1135,6 +1135,13 @@ "when": 1775041707059, "tag": "0161_fresh_taskmaster", "breakpoints": true + }, + { + "idx": 162, + "version": "7", + "when": 1775041844023, + "tag": "0162_powerful_paladin", + "breakpoints": true } ] } \ No newline at end of file diff --git a/src/app/db/schema/crm/hubspot_deal_table.ts b/src/app/db/schema/crm/hubspot_deal_table.ts index ea0ba9cb..f28e7f94 100644 --- a/src/app/db/schema/crm/hubspot_deal_table.ts +++ b/src/app/db/schema/crm/hubspot_deal_table.ts @@ -34,6 +34,7 @@ export const hubspotDealData = pgTable("hubspot_deal_data", { proposedMeasures: text("proposed_measures"), approvedPackage: text("approved_package"), designer: text("designer"), + dealType: text("design_type"), designCompletionDate: timestamp("design_completion_date", { precision: 6, withTimezone: true }), actualMeasuresInstalled: text("actual_measures_installed"), installer: text("installer"), From cc5e21727f9cc8ad15421686aff1d54570fd003e Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Wed, 1 Apr 2026 11:13:14 +0000 Subject: [PATCH 65/79] consolidated ui in live project tracking and adding graphs --- src/app/db/db.ts | 2 + .../your-projects/live/AnalyticsView.tsx | 381 ++++++++++++++++ .../live/CompletionTrendsChart.tsx | 269 ++++++++++++ .../your-projects/live/DampMouldRiskPanel.tsx | 240 +++++++++++ .../your-projects/live/LiveTracker.tsx | 114 ++--- .../your-projects/live/ProgressOverview.tsx | 408 +++++------------- .../your-projects/live/PropertyDrawer.tsx | 313 ++++++++++++++ .../your-projects/live/PropertyTable.tsx | 378 ++++++++++++++++ .../live/PropertyTableColumns.tsx | 310 +++++++++++++ .../your-projects/live/TableViewer.tsx | 57 ++- .../(portfolio)/your-projects/live/page.tsx | 76 +++- .../your-projects/live/transforms.ts | 10 + .../(portfolio)/your-projects/live/types.ts | 12 +- 13 files changed, 2176 insertions(+), 394 deletions(-) create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/DampMouldRiskPanel.tsx create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTable.tsx create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx diff --git a/src/app/db/db.ts b/src/app/db/db.ts index fc9d1186..1d2d7789 100644 --- a/src/app/db/db.ts +++ b/src/app/db/db.ts @@ -10,6 +10,7 @@ import * as EnergyAssessmentsSchema from "@/app/db/schema/energy_assessments"; import * as FundingSchema from "@/app/db/schema/funding"; import * as Relations from "@/app/db/schema/relations"; import * as Users from "@/app/db/schema/users"; +import * as CrmSchema from "@/app/db/schema/crm/hubspot_deal_table"; export const pool = new Pool({ host: process.env.DB_HOST, @@ -31,6 +32,7 @@ const schema = { ...EnergyAssessmentsSchema, ...FundingSchema, ...Users, + ...CrmSchema, }; export const db = drizzle(pool, { diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx new file mode 100644 index 00000000..8aaf9b9b --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx @@ -0,0 +1,381 @@ +"use client"; + +import { useState } from "react"; +import { motion } from "framer-motion"; +import { Home, AlertTriangle, ToggleLeft, ToggleRight } from "lucide-react"; +import { Card, CardContent } from "@/app/shadcn_components/ui/card"; +import ProgressOverview from "./ProgressOverview"; +import SurveyedResultsPieChart from "./SurveyedResultsPieChart"; +import DampMouldRiskPanel from "./DampMouldRiskPanel"; +import CompletionTrendsChart from "./CompletionTrendsChart"; +import { STAGE_COLORS, STAGE_ORDER } from "./types"; +import type { + ProjectData, + ClassifiedDeal, + TableModal, + FunnelStage, +} from "./types"; + +// ----------------------------------------------------------------------- +// Stat card (reused from original LiveTracker) +// ----------------------------------------------------------------------- +function StatCard({ + icon: Icon, + title, + value, + subtitle, + onClick, + accent = "brandblue", +}: { + icon: React.ElementType; + title: string; + value: string | number; + subtitle?: string; + onClick: () => void; + accent?: "brandblue" | "red" | "bright-red"; +}) { + const accentConfig = { + brandblue: { + gradient: "from-brandlightblue/30 to-brandlightblue/10", + border: "border-brandblue/20", + text: "text-brandblue", + value: "text-brandblue", + hover: "hover:border-brandblue/40 hover:shadow-lg", + icon: "text-brandblue", + }, + red: { + gradient: "from-red-100/30 to-red-50/20", + border: "border-red-300/40", + text: "text-red-500", + value: "text-red-500", + hover: "hover:border-red-300/60 hover:shadow-lg", + icon: "text-red-500", + }, + "bright-red": { + gradient: "from-red-100 to-red-50", + border: "border-red-500", + text: "text-red-700", + value: "text-red-900", + hover: "hover:border-red-600 hover:shadow-lg", + icon: "text-red-700", + }, + }; + const config = accentConfig[accent]; + + return ( + +
+
+

+ {title} +

+

+ {value} + {subtitle && ( + + {subtitle} + + )} +

+
+ +
+ + ); +} + +// ----------------------------------------------------------------------- +// Pipeline Funnel — rich card rows +// ----------------------------------------------------------------------- +function PipelineFunnel({ + funnelStages, + allDeals, + onOpenTable, +}: { + funnelStages: FunnelStage[]; + allDeals: ClassifiedDeal[]; + onOpenTable: ( + stage: string, + deals: ClassifiedDeal[], + columns?: (keyof ClassifiedDeal)[], + columnLabels?: Partial>, + breakdown?: Record, + title?: string, + description?: string, + reason?: string, + ) => void; +}) { + const [mode, setMode] = useState<"current" | "cumulative">("cumulative"); + + const visibleStages = funnelStages.filter( + (s) => s.currentCount > 0 || s.cumulativeCount > 0, + ); + + const maxCount = Math.max( + ...visibleStages.map((s) => + mode === "current" ? s.currentCount : s.cumulativeCount, + ), + 1, + ); + + return ( + + +
+
+

+ Pipeline Overview +

+

+ {mode === "cumulative" + ? "Properties that have reached each stage or beyond" + : "Properties currently at each stage"} +

+
+ +
+ +
+ {visibleStages.map((s) => { + const count = + mode === "current" ? s.currentCount : s.cumulativeCount; + const pct = mode === "current" ? s.currentPct : s.cumulativePct; + const pastCount = s.cumulativeCount - s.currentCount; + const barWidth = maxCount > 0 ? (count / maxCount) * 100 : 0; + const c = STAGE_COLORS[s.stage]; + + const deals = allDeals.filter((d) => + mode === "current" + ? d.displayStage === s.stage + : STAGE_ORDER.indexOf(d.displayStage) >= + STAGE_ORDER.indexOf(s.stage), + ); + + return ( + + onOpenTable( + `Pipeline — ${s.stage}`, + deals, + [ + "dealname", + "landlordPropertyId", + "displayStage", + "coordinator", + "designer", + "installer", + ], + { + dealname: "Address", + landlordPropertyId: "Ref", + displayStage: "Stage", + coordinator: "Coordinator", + designer: "Designer", + installer: "Installer", + }, + undefined, + `Pipeline — ${s.stage}`, + mode === "cumulative" + ? `Properties that have reached the "${s.stage}" stage or beyond.` + : `Properties currently at the "${s.stage}" stage.`, + undefined, + ) + } + className={`w-full text-left rounded-xl border ${c.border} ${c.bg} p-4 shadow-sm hover:shadow-md transition-shadow`} + type="button" + > + {/* Header row: dot + name + pct badge */} +
+
+ + + {s.stage} + +
+ + {pct.toFixed(0)}% + +
+ + {/* Progress bar */} +
+ 0 ? "0.5rem" : 0 }} + /> +
+ + {/* Stats row */} +
+
+ {count} + + {mode === "current" ? "here now" : "reached stage"} + +
+ {mode === "cumulative" && pastCount > 0 && ( +
+ {pastCount} + {" past this stage"} +
+ )} +
+ + ); + })} +
+ + + ); +} + +// ----------------------------------------------------------------------- +// AnalyticsView — props +// ----------------------------------------------------------------------- +interface AnalyticsViewProps { + projects: { projectCode: string }[]; + currentProject: ProjectData; + currentProjectCode: string; + onProjectChange: (code: string) => void; + onOpenTable: ( + stage: string, + deals: ClassifiedDeal[], + columns?: (keyof ClassifiedDeal)[], + columnLabels?: Partial>, + breakdown?: Record, + ) => void; + majorConditionDeals: ClassifiedDeal[]; + totalDeals: number; +} + +export default function AnalyticsView({ + projects, + currentProject, + currentProjectCode, + onProjectChange, + onOpenTable, + majorConditionDeals, + totalDeals, +}: AnalyticsViewProps) { + return ( +
+ {/* Row 1: project selector + stat card (Properties in project) */} +
+ {/* Project selector */} + +
+

+ Select Project +

+
+ +
+
+ + + {/* Properties in project */} + + onOpenTable( + `${currentProjectCode} — All Properties`, + currentProject.allDeals, + ["dealname", "landlordPropertyId"], + { dealname: "Address Ref.", landlordPropertyId: "Property Ref." }, + ) + } + accent="brandblue" + /> +
+ + {/* Row 1.5: Completion trends chart */} + + + {/* Row 2: section header */} +
+

+ Project Insights —{" "} + + {currentProjectCode === "__ALL__" ? "All Projects" : currentProjectCode} + +

+
+ + {/* Row 3: Progress overview only (no donut chart) */} +
+ + + +
+ + {/* Row 4: Pipeline Funnel */} + + + {/* Row 5: Damp & Mould Risk (moved up) */} + +
+ ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx new file mode 100644 index 00000000..f510ea70 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx @@ -0,0 +1,269 @@ +"use client"; + +import { useState } from "react"; +import { Card, Title, LineChart, Legend } from "@tremor/react"; +import { Button } from "@/app/shadcn_components/ui/button"; +import { Input } from "@/app/shadcn_components/ui/input"; +import { + Select, + SelectContent, + SelectItem, + SelectTrigger, +} from "@/app/shadcn_components/ui/select"; +import type { ClassifiedDeal } from "./types"; + +interface CompletionTrendsChartProps { + deals: ClassifiedDeal[]; + isDomnaUser?: boolean; + projectCode?: string; +} + +const METRICS = [ + { key: "bookings", label: "Bookings", dateField: "confirmedSurveyDate" }, + { + key: "assessments", + label: "Completed Assessments", + dateField: "raDateActual", + }, + { + key: "coordination", + label: "Completed Coordination", + dateField: "ioeV1Date", + }, + { key: "design", label: "Completed Designs", dateField: "designDate" }, + { + key: "lodgement", + label: "Completed Lodgements", + dateField: "fullLodgementDate", + }, +]; + +// Returns the Monday of the week containing `date`, as a locale string key +function getMondayOfWeek(date: Date): string { + const d = new Date(date); + const day = d.getDay(); // 0=Sun … 6=Sat + d.setDate(d.getDate() - (day === 0 ? 6 : day - 1)); + d.setHours(0, 0, 0, 0); + // Use ISO date string as sort key; displayed as en-GB short date + return d.toISOString().split("T")[0]; // "2026-03-30" +} + +function formatMonday(isoDate: string): string { + return new Date(isoDate).toLocaleDateString("en-GB", { + day: "numeric", + month: "short", + year: "numeric", + }); +} + +function aggregateByWeek(deals: ClassifiedDeal[], dateField: string) { + const weekCounts: Record = {}; + for (const deal of deals) { + const date = deal[dateField as keyof ClassifiedDeal] as + | string + | Date + | null; + if (!date) continue; + const d = new Date(date); + if (isNaN(d.getTime())) continue; + const key = getMondayOfWeek(d); + weekCounts[key] = (weekCounts[key] || 0) + 1; + } + return Object.entries(weekCounts) + .sort(([a], [b]) => a.localeCompare(b)) + .map(([isoKey, value]) => ({ week: formatMonday(isoKey), value })); +} + +// Fills all missing Monday ISO-date keys between min and max with 0s +function fillWeekGaps(keys: string[]): string[] { + if (keys.length === 0) return []; + const sorted = [...keys].sort(); + const result: string[] = []; + const current = new Date(sorted[0]); + const end = new Date(sorted[sorted.length - 1]); + while (current <= end) { + result.push(current.toISOString().split("T")[0]); + current.setDate(current.getDate() + 7); + } + return result; +} + +// Coordination-specific aggregator: buckets V1 and V2 completions separately +function aggregateCoordinationByWeek( + deals: ClassifiedDeal[], +): Array<{ week: string; "V1 (MTP)": number; "V2 (Re-model)": number }> { + const v1Counts: Record = {}; + const v2Counts: Record = {}; + + for (const deal of deals) { + const status = (deal.coordinationStatus ?? "").toUpperCase(); + + if (status.includes("(V1) IOE/MTP COMPLETE") && deal.ioeV1Date) { + const d = new Date(deal.ioeV1Date); + if (!isNaN(d.getTime())) { + const key = getMondayOfWeek(d); + v1Counts[key] = (v1Counts[key] || 0) + 1; + } + } + + if (status.includes("(V2) IOE/MTP COMPLETE") && deal.ioeV2Date) { + const d = new Date(deal.ioeV2Date); + if (!isNaN(d.getTime())) { + const key = getMondayOfWeek(d); + v2Counts[key] = (v2Counts[key] || 0) + 1; + } + } + } + + const allKeys = fillWeekGaps( + Array.from(new Set([...Object.keys(v1Counts), ...Object.keys(v2Counts)])), + ); + + return allKeys.map((isoKey) => ({ + week: formatMonday(isoKey), + "V1 (MTP)": v1Counts[isoKey] ?? 0, + "V2 (Re-model)": v2Counts[isoKey] ?? 0, + })); +} + +export default function CompletionTrendsChart({ + deals, + isDomnaUser, + projectCode, +}: CompletionTrendsChartProps) { + const [metric, setMetric] = useState(METRICS[0].key); + // Targets: { [week]: number } + const [targets, setTargets] = useState<{ [week: string]: number }>({}); + const [targetInput, setTargetInput] = useState<{ + week: string; + value: string; + }>({ week: "", value: "" }); + + const selectedMetric = METRICS.find((m) => m.key === metric)!; + const isCoordination = metric === "coordination"; + + const coordData = isCoordination ? aggregateCoordinationByWeek(deals) : null; + const singleData = isCoordination + ? null + : aggregateByWeek(deals, selectedMetric.dateField); + + // Merge targets into non-coordination chart data + const chartData = isCoordination + ? coordData! + : singleData!.map((d) => ({ + week: d.week, + [selectedMetric.label]: d.value, + ...(targets[d.week] !== undefined ? { Target: targets[d.week] } : {}), + })); + + // Add target handler (Domna only) + const handleAddTarget = () => { + if (!targetInput.week || !targetInput.value) return; + setTargets((prev) => ({ + ...prev, + [targetInput.week]: Number(targetInput.value), + })); + setTargetInput({ week: "", value: "" }); + }; + + return ( + +
+
+ + Trends Over Time + +

+ Switch between metrics to see weekly trends. +

+
+
+ +
+
+ + {isDomnaUser && !isCoordination && ( +
+ + Add/Edit Targets (visible to Domna users only): + + + setTargetInput((ti) => ({ ...ti, week: e.target.value })) + } + className="w-32 text-xs" + /> + + setTargetInput((ti) => ({ ...ti, value: e.target.value })) + } + className="w-24 text-xs" + /> + +
+ )} + + {isCoordination ? ( + <> + + + + ) : ( + <> + + + + )} + + ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DampMouldRiskPanel.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DampMouldRiskPanel.tsx new file mode 100644 index 00000000..d8e1e83e --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DampMouldRiskPanel.tsx @@ -0,0 +1,240 @@ +"use client"; + +import { motion } from "framer-motion"; +import { Droplets, AlertTriangle, ShieldAlert } from "lucide-react"; +import { Card, CardContent } from "@/app/shadcn_components/ui/card"; +import type { DampMouldRiskData, ClassifiedDeal } from "./types"; + +interface DampMouldRiskPanelProps { + risk: DampMouldRiskData; + onOpenTable: ( + stage: string, + deals: ClassifiedDeal[], + columns?: (keyof ClassifiedDeal)[], + columnLabels?: Partial> + ) => void; +} + +function RiskStatCard({ + label, + subtitle, + count, + total, + icon: Icon, + color, + onClick, +}: { + label: string; + subtitle: string; + count: number; + total: number; + icon: React.ElementType; + color: "amber" | "orange" | "red"; + onClick: () => void; +}) { + const pct = total > 0 ? ((count / total) * 100).toFixed(1) : "0.0"; + + const styles = { + amber: { + gradient: "from-amber-50 to-amber-50/30", + border: "border-amber-200", + hover: "hover:border-amber-300 hover:shadow-md", + icon: "text-amber-500", + badge: "bg-amber-100 text-amber-700", + bar: "bg-amber-400", + value: "text-amber-700", + }, + orange: { + gradient: "from-orange-50 to-orange-50/30", + border: "border-orange-200", + hover: "hover:border-orange-300 hover:shadow-md", + icon: "text-orange-500", + badge: "bg-orange-100 text-orange-700", + bar: "bg-orange-400", + value: "text-orange-700", + }, + red: { + gradient: "from-red-50 to-red-50/30", + border: "border-red-300", + hover: "hover:border-red-400 hover:shadow-md", + icon: "text-red-500", + badge: "bg-red-100 text-red-700", + bar: "bg-red-500", + value: "text-red-700", + }, + }; + + const s = styles[color]; + + return ( + +
+
+ +
+ + {pct}% + +
+ +

{count}

+

{label}

+

{subtitle}

+ + {/* Mini progress bar */} +
+
+
+ + ); +} + +export default function DampMouldRiskPanel({ + risk, + onOpenTable, +}: DampMouldRiskPanelProps) { + const { totalDeals } = risk; + + const surveyColumns: (keyof ClassifiedDeal)[] = [ + "dealname", + "landlordPropertyId", + "majorConditionIssueDescription", + "majorConditionIssuePhotosS3", + ]; + + const surveyLabels: Partial> = { + dealname: "Address", + landlordPropertyId: "Property Ref", + majorConditionIssueDescription: "Surveyor Notes", + majorConditionIssuePhotosS3: "Photo Evidence", + }; + + const coordColumns: (keyof ClassifiedDeal)[] = [ + "dealname", + "landlordPropertyId", + "dampMouldFlag", + "coordinator", + ]; + + const coordLabels: Partial> = { + dealname: "Address", + landlordPropertyId: "Property Ref", + dampMouldFlag: "Coordinator Flag", + coordinator: "Coordinator", + }; + + const bothFlaggedDeals = risk.surveyFlagDeals.filter((d) => !!d.dampMouldFlag); + + const noRisk = + risk.surveyFlagCount === 0 && + risk.coordinatorFlagCount === 0; + + return ( + + + {/* Header */} +
+
+ +
+
+

+ Awaab's Law — Damp & Mould Risk +

+

+ Comparison of flags raised at survey vs coordination stage +

+
+
+ + {noRisk ? ( +
+
+ +
+

+ No damp or mould flags recorded for this project. +

+
+ ) : ( + <> +
+ + onOpenTable( + "Damp & Mould — Survey Stage Flags", + risk.surveyFlagDeals, + surveyColumns, + surveyLabels + ) + } + /> + + onOpenTable( + "Damp & Mould — Coordination Stage Flags", + risk.coordinatorFlagDeals, + coordColumns, + coordLabels + ) + } + /> + + onOpenTable( + "Damp & Mould — Flagged at Both Stages", + bothFlaggedDeals, + coordColumns, + coordLabels + ) + } + /> +
+ + {/* Missed risk callout */} + {risk.coordinatorFlagCount > risk.surveyFlagCount && ( +
+ +

+ + {risk.coordinatorFlagCount - risk.surveyFlagCount} additional{" "} + {risk.coordinatorFlagCount - risk.surveyFlagCount === 1 ? "property was" : "properties were"}{" "} + + flagged for damp & mould at the coordination stage that{" "} + {risk.coordinatorFlagCount - risk.surveyFlagCount === 1 ? "was" : "were"} not + identified during the initial survey. +

+
+ )} + + )} + + + ); +} 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 ccdb2d56..1f13111e 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx @@ -18,7 +18,6 @@ import type { LiveTrackerProps, TableModal, ClassifiedDeal, - HubspotDeal, DocumentDrawerState, } from "./types"; @@ -28,13 +27,15 @@ export default function LiveTracker({ majorConditionDeals, }: LiveTrackerProps) { // ── Tab state ──────────────────────────────────────────────────────── - const [activeTab, setActiveTab] = useState<"analytics" | "properties">("analytics"); + const [activeTab, setActiveTab] = useState<"analytics" | "properties">( + "analytics", + ); // ── Project selector (shared across both tabs) ─────────────────────── const projectCodes = projects.map((p) => p.projectCode); const [currentProjectCode, setCurrentProjectCode] = useState(projectCodes[0]); const currentProject = projects.find( - (p) => p.projectCode === currentProjectCode + (p) => p.projectCode === currentProjectCode, ); // ── Drill-down table modal (used by AnalyticsView) ─────────────────── @@ -50,18 +51,18 @@ export default function LiveTracker({ const handleOpenTable = ( stage: string, filteredDeals: ClassifiedDeal[], - columns?: (keyof HubspotDeal)[], - columnLabels?: Partial>, - breakdown?: Record + columns?: (keyof ClassifiedDeal)[], + columnLabels?: Partial>, + breakdown?: Record, ) => { setOpenTable({ stage, data: filteredDeals, - columns: columns || ["dealname", "landlordPropertyId"], - columnLabels: columnLabels || { + columns: (columns || ["dealname", "landlordPropertyId"]) as (keyof ClassifiedDeal)[], + columnLabels: (columnLabels || { dealname: "Address Ref.", landlordPropertyId: "Property Ref.", - }, + }) as Partial>, breakdown, }); }; @@ -131,11 +132,21 @@ export default function LiveTracker({ onChange={(e) => setCurrentProjectCode(e.target.value)} className="px-3 py-1.5 border border-brandblue/20 rounded-lg bg-white text-sm text-gray-800 font-medium focus:ring-2 focus:ring-brandblue focus:border-brandblue focus:outline-none transition-all appearance-none pr-8" > - {projectCodes.map((code) => ( - - ))} + {projectCodes.map((code) => + code === "__ALL__" ? ( + + ) : ( + + ), + )}
)} @@ -143,6 +154,7 @@ export default function LiveTracker({
@@ -175,47 +187,49 @@ export default function LiveTracker({ {openTable.breakdown && (
- {Object.entries(openTable.breakdown).map(([category, items]) => { - const isCompleted = category.includes("Completed"); - const bgColor = isCompleted - ? "bg-gradient-to-br from-brandblue/25 to-brandblue/15" - : "bg-gradient-to-br from-amber-100/40 to-amber-50/30"; - const borderColor = isCompleted - ? "border-brandblue/40" - : "border-amber-200/50"; - const textColor = isCompleted ? "text-brandblue" : "text-amber-600"; - const labelColor = isCompleted - ? "text-brandblue" - : "text-amber-600/70"; + {Object.entries(openTable.breakdown).map( + ([category, items]) => { + const isCompleted = category.includes("Completed"); + const bgColor = isCompleted + ? "bg-gradient-to-br from-brandblue/25 to-brandblue/15" + : "bg-gradient-to-br from-amber-100/40 to-amber-50/30"; + const borderColor = isCompleted + ? "border-brandblue/40" + : "border-amber-200/50"; + const textColor = isCompleted + ? "text-brandblue" + : "text-amber-600"; + const labelColor = isCompleted + ? "text-brandblue" + : "text-amber-600/70"; - return ( -
-

- {category} -

-

- {items.length} -

-

- {((items.length / openTable.data.length) * 100) | 0}% of total -

-
- ); - })} + return ( +
+

+ {category} +

+

+ {items.length} +

+

+ {((items.length / openTable.data.length) * 100) | 0} + % of total +

+
+ ); + }, + )}
)}
-
- +
+ {}} />
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ProgressOverview.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ProgressOverview.tsx index 36445711..7eeaaa55 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ProgressOverview.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ProgressOverview.tsx @@ -1,102 +1,63 @@ "use client"; import { motion } from "framer-motion"; -import { AlertCircle, CheckCircle2, ArrowRight, Users, PenLine, Hammer, FileCheck } from "lucide-react"; +import { CheckCircle2, ArrowRight } from "lucide-react"; import { Card, CardContent } from "@/app/shadcn_components/ui/card"; import { STAGE_COLORS } from "./types"; -import type { ProjectProgressData, ClassifiedDeal, ClassifiedDeal as CD } from "./types"; +import type { + ProjectProgressData, + ClassifiedDeal, +} from "./types"; -// ----------------------------------------------------------------------- -// Columns shown per card — enough context to understand WHY -// ----------------------------------------------------------------------- -const QUERIES_COLUMNS: (keyof CD)[] = [ - "dealname", "landlordPropertyId", "displayStage", "outcome", "coordinationStatus", "outcomeNotes", +const EARLY_COLUMNS: (keyof ClassifiedDeal)[] = [ + "dealname", + "landlordPropertyId", + "displayStage", + "preSapScore", + "outcome", ]; -const QUERIES_LABELS: Partial> = { - dealname: "Address", - landlordPropertyId: "Ref", - displayStage: "Reason / Stage", - outcome: "Survey Outcome", - coordinationStatus: "Coordination Status", - outcomeNotes: "Notes", -}; - -const COORD_COLUMNS: (keyof CD)[] = [ - "dealname", "landlordPropertyId", "displayStage", "coordinator", "coordinationStatus", "ioeV1Date", -]; -const COORD_LABELS: Partial> = { - dealname: "Address", - landlordPropertyId: "Ref", - displayStage: "Current Stage", - coordinator: "Coordinator", - coordinationStatus: "Coordination Status", - ioeV1Date: "IOE/MTP Date", -}; - -const DESIGN_COLUMNS: (keyof CD)[] = [ - "dealname", "landlordPropertyId", "displayStage", "designer", "designStatus", "approvedPackage", "designDate", -]; -const DESIGN_LABELS: Partial> = { - dealname: "Address", - landlordPropertyId: "Ref", - displayStage: "Current Stage", - designer: "Designer", - designStatus: "Design Status", - approvedPackage: "Package", - designDate: "Design Date", -}; - -const INSTALL_COLUMNS: (keyof CD)[] = [ - "dealname", "landlordPropertyId", "displayStage", "installer", "installerHandover", "actualMeasuresInstalled", -]; -const INSTALL_LABELS: Partial> = { - dealname: "Address", - landlordPropertyId: "Ref", - displayStage: "Current Stage", - installer: "Installer", - installerHandover: "Handover Date", - actualMeasuresInstalled: "Measures Installed", -}; - -const LODGE_COLUMNS: (keyof CD)[] = [ - "dealname", "landlordPropertyId", "displayStage", "lodgementStatus", "postSapScore", "measuresLodgementDate", "fullLodgementDate", -]; -const LODGE_LABELS: Partial> = { - dealname: "Address", - landlordPropertyId: "Ref", - displayStage: "Current Stage", - lodgementStatus: "Lodgement Status", - postSapScore: "Post-SAP Score", - measuresLodgementDate: "Measures Lodged", - fullLodgementDate: "Full Lodgement Date", -}; - -const EARLY_COLUMNS: (keyof CD)[] = [ - "dealname", "landlordPropertyId", "displayStage", "preSapScore", "outcome", "raStatus", -]; -const EARLY_LABELS: Partial> = { +const EARLY_LABELS: Partial> = { dealname: "Address", landlordPropertyId: "Ref", displayStage: "Current Stage", preSapScore: "Pre-SAP Score", outcome: "Survey Outcome", - raStatus: "Assessment Status", }; // ----------------------------------------------------------------------- // Circular progress ring (SVG) // ----------------------------------------------------------------------- -function RingProgress({ pct, color = "#14163d", size = 80 }: { pct: number; color?: string; size?: number }) { +function RingProgress({ + pct, + color = "#14163d", + size = 80, +}: { + pct: number; + color?: string; + size?: number; +}) { const r = 34; const circ = 2 * Math.PI * r; const offset = circ - (Math.min(pct, 100) / 100) * circ; return ( - + @@ -104,91 +65,6 @@ function RingProgress({ pct, color = "#14163d", size = 80 }: { pct: number; colo ); } -// ----------------------------------------------------------------------- -// Clickable phase summary card (coordination, design, install, lodgement) -// ----------------------------------------------------------------------- -function PhaseCard({ - icon: Icon, - title, - completedCount, - inProgressCount, - total, - completedPct, - inProgressPct, - ringColor, - onClick, -}: { - icon: React.ElementType; - title: string; - completedCount: number; - inProgressCount: number; - total: number; - completedPct: number; - inProgressPct: number; - ringColor: string; - onClick: () => void; -}) { - return ( - -
-
-
-
- -
- - {title} - -
- -
-
- Complete - {completedCount} -
-
-
-
- {inProgressCount > 0 && ( - <> -
- In progress - {inProgressCount} -
-
-
-
- - )} -
-
- -
- -
- {completedPct.toFixed(0)}% -
-
-
- -
- - View breakdown -
- - ); -} - // ----------------------------------------------------------------------- // Main component // ----------------------------------------------------------------------- @@ -197,33 +73,36 @@ interface ProgressOverviewProps { onOpenTable?: ( stage: string, deals: ClassifiedDeal[], - columns?: (keyof CD)[], - columnLabels?: Partial>, - breakdown?: Record + columns?: (keyof ClassifiedDeal)[], + columnLabels?: Partial>, + breakdown?: Record, ) => void; } -export default function ProgressOverview({ data, onOpenTable }: ProgressOverviewProps) { +export default function ProgressOverview({ + data, + onOpenTable, +}: ProgressOverviewProps) { const { completedPercentage, completedCount, nonQueryTotal, - queriesDeals, stageProgress, - coordination, - design, - install, - lodgement, } = data; // Early-stage rows (scope / booking / assessment) - const earlyStages = ["Scope & Planning", "Booking in Progress", "Assessment in Progress"]; - const earlyItems = stageProgress.filter((s) => earlyStages.includes(s.stage) && s.count > 0); + const earlyStages = [ + "Scope & Planning", + "Booking in Progress", + "Assessment in Progress", + ]; + const earlyItems = stageProgress.filter( + (s) => earlyStages.includes(s.stage) && s.count > 0, + ); return ( - + - {/* ── Completion header ──────────────────────────────────────────── */}
- +
{completedPercentage.toFixed(0)}% @@ -256,13 +148,19 @@ export default function ProgressOverview({ data, onOpenTable }: ProgressOverview
- Work Completed + + Work Completed +

{completedCount} - / {nonQueryTotal} + + / {nonQueryTotal} + +

+

+ Properties fully lodged and funded

-

Properties fully lodged and funded

@@ -278,13 +176,26 @@ export default function ProgressOverview({ data, onOpenTable }: ProgressOverview key={item.stage} whileHover={{ scale: 1.03 }} onClick={() => - onOpenTable?.(item.stage, item.deals, EARLY_COLUMNS, EARLY_LABELS) + onOpenTable?.( + item.stage, + item.deals, + EARLY_COLUMNS, + EARLY_LABELS, + undefined, + item.stage, + `Properties currently in the "${item.stage}" stage.`, + undefined, + ) } - className={`group text-left rounded-xl border p-3 transition-all duration-200 hover:shadow-sm ${c.bg} ${c.border} hover:opacity-90`} + className={`group text-left rounded-xl border p-3 transition-all duration-200 hover:shadow-md ${c.bg} ${c.border} hover:opacity-95`} >
- - + + {item.stage}
@@ -298,131 +209,6 @@ export default function ProgressOverview({ data, onOpenTable }: ProgressOverview
)} - {/* ── Phase summary cards ──────────────────────────────────────── */} -
- - onOpenTable?.( - "Coordination Status", - [...coordination.completedDeals, ...coordination.inProgressDeals], - COORD_COLUMNS, - COORD_LABELS, - { - "Coordination Complete": coordination.completedDeals, - "In Progress": coordination.inProgressDeals, - } - ) - } - /> - - onOpenTable?.( - "Design Status", - [...design.completedDeals, ...design.inProgressDeals], - DESIGN_COLUMNS, - DESIGN_LABELS, - { - "Design Complete": design.completedDeals, - "In Progress": design.inProgressDeals, - } - ) - } - /> - - onOpenTable?.( - "Installation Status", - [...install.completedDeals, ...install.inProgressDeals], - INSTALL_COLUMNS, - INSTALL_LABELS, - { - "Install Complete": install.completedDeals, - "In Progress": install.inProgressDeals, - } - ) - } - /> - - onOpenTable?.( - "Lodgement Status", - [...lodgement.completedDeals, ...lodgement.inProgressDeals], - LODGE_COLUMNS, - LODGE_LABELS, - { - "Fully Lodged": lodgement.completedDeals, - "In Progress": lodgement.inProgressDeals, - } - ) - } - /> -
- - {/* ── Requires input ────────────────────────────────────────────── */} - {queriesDeals.length > 0 && ( - - onOpenTable?.( - "Properties Requiring Attention", - queriesDeals, - QUERIES_COLUMNS, - QUERIES_LABELS - ) - } - className="group w-full text-left rounded-xl border border-amber-300 bg-gradient-to-r from-amber-50 to-white p-4 hover:border-amber-400 hover:shadow-sm transition-all duration-200" - > -
-
- -
-
-
- Requires Your Input - - {queriesDeals.length} - -
-

- Click to see the issue, survey outcome, and coordination status for each property -

-
- -
- - )} ); diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx new file mode 100644 index 00000000..c4464bcc --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx @@ -0,0 +1,313 @@ +"use client"; + +import { useQuery } from "@tanstack/react-query"; +import { useState } from "react"; +import { motion, AnimatePresence } from "framer-motion"; +import { + FileDown, + FileText, + Code2, + BarChart3, + Loader2, + FolderOpen, + X, + ExternalLink, +} from "lucide-react"; +import { + Drawer, + DrawerClose, + DrawerContent, + DrawerHeader, + DrawerTitle, + DrawerDescription, +} from "@/app/shadcn_components/ui/drawer"; +import type { PropertyDocument } from "./types"; + +// Human-readable labels for DB_REPORT_TYPES enum values +const DOC_TYPE_LABELS: Record = { + ECO_CONDITION_REPORT: "Condition Report (PAS 2035)", + ENERGY_PERFORMANCE_REPORT_SUMMARY_INFORMATION: "EPC Summary Report", + LIG_XML: "LIG XML", + RDSAP_XML: "RdSAP XML", + FULLSAP_XML: "Full SAP XML", + DECENT_HOMES_RAW_DATA: "Decent Homes Raw Data", + DECENT_HOMES_PROPERTY_META: "Decent Homes Property Meta", + DECENT_HOMES_SUMMARY: "Decent Homes Summary", +}; + +// Icon + colour per doc category +function docTypeStyle(docType: string): { + icon: React.ReactNode; + bg: string; + text: string; + border: string; +} { + if (docType.includes("XML")) { + return { + icon: , + bg: "bg-amber-50", + text: "text-amber-700", + border: "border-amber-200", + }; + } + if (docType.includes("DECENT_HOMES")) { + return { + icon: , + bg: "bg-violet-50", + text: "text-violet-700", + border: "border-violet-200", + }; + } + return { + icon: , + bg: "bg-sky-50", + text: "text-sky-700", + border: "border-sky-200", + }; +} + +function formatDate(iso: string): string { + try { + return new Date(iso).toLocaleDateString("en-GB", { + day: "numeric", + month: "short", + year: "numeric", + }); + } catch { + return iso; + } +} + +// ----------------------------------------------------------------------- +// Individual document row +// ----------------------------------------------------------------------- +function DocumentRow({ doc }: { doc: PropertyDocument }) { + const [signing, setSigning] = useState(false); + const style = docTypeStyle(doc.docType); + const label = DOC_TYPE_LABELS[doc.docType] ?? doc.docType; + + async function handleDownload() { + setSigning(true); + try { + // Extract S3 key from the full URI — same pattern as TableViewer.tsx + const key = doc.s3FileUri.split(".amazonaws.com/")[1]; + if (!key) { + window.open(doc.s3FileUri, "_blank"); + return; + } + const res = await fetch("/api/sign-s3-url", { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ key }), + }); + if (!res.ok) throw new Error("Failed to get signed URL"); + const data = await res.json(); + window.open(data.url, "_blank"); + } catch { + // Fallback: open raw URI + window.open(doc.s3FileUri, "_blank"); + } finally { + setSigning(false); + } + } + + return ( + +
+ {/* Doc type badge */} + + {style.icon} + {label} + +
+ +
+ + {formatDate(doc.s3FileUploadTimestamp)} + + +
+ + ); +} + +// ----------------------------------------------------------------------- +// PropertyDrawer — main component +// ----------------------------------------------------------------------- +interface PropertyDrawerProps { + open: boolean; + uprn: string | null; + dealname: string | null; + onClose: () => void; +} + +export default function PropertyDrawer({ + open, + uprn, + dealname, + onClose, +}: PropertyDrawerProps) { + const { + data: documents = [], + isLoading, + isError, + } = useQuery({ + queryKey: ["property-documents", uprn], + // TODO: Replace with real implementation when available + queryFn: async () => [], + enabled: open && !!uprn, + staleTime: 30_000, + }); + + // Group docs by category for display + const grouped = (documents as PropertyDocument[]).reduce< + Record + >((acc: Record, doc: PropertyDocument) => { + const category = doc.docType.includes("XML") + ? "XML Files" + : doc.docType.includes("DECENT_HOMES") + ? "Decent Homes" + : "Survey Reports"; + (acc[category] ??= []).push(doc); + return acc; + }, {}); + + const hasDocuments = documents.length > 0; + + return ( + !v && onClose()} direction="right"> + + {/* Remove the default drag handle */} +
+ + +
+
+ + {dealname ?? "Property Documents"} + + {uprn && ( + + UPRN: {uprn} + + )} +
+ + + +
+ + {hasDocuments && !isLoading && ( +
+ + + {documents.length} document{documents.length !== 1 ? "s" : ""} + +
+ )} + + + {/* Body */} +
+ {/* Loading state */} + {isLoading && ( +
+ {[1, 2, 3].map((i) => ( +
+ ))} +
+ )} + + {/* Error state */} + {isError && !isLoading && ( +
+
+ +
+

+ Could not load documents +

+

+ Please try again later. +

+
+ )} + + {/* Empty state */} + {!isLoading && !isError && !hasDocuments && ( +
+
+ +
+

+ No documents uploaded +

+

+ Survey documents will appear here once uploaded for this + property. +

+
+ )} + + {/* Document groups */} + + {!isLoading && + !isError && + hasDocuments && + Object.entries(grouped).map(([category, docs]) => ( + +

+ {category} +

+
+ {docs.map((doc) => ( + + ))} +
+ + ))} + +
+ + {/* Footer */} +
+

+ Download links expire after 30 minutes. Refresh to generate a new + link. +

+
+ + + ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTable.tsx new file mode 100644 index 00000000..3d9c447d --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTable.tsx @@ -0,0 +1,378 @@ +"use client"; + +import { useMemo, useState } from "react"; +import { + useReactTable, + getCoreRowModel, + getFilteredRowModel, + getSortedRowModel, + getPaginationRowModel, + flexRender, + type SortingState, + type VisibilityState, + type PaginationState, +} from "@tanstack/react-table"; +import { + Table, + TableBody, + TableCell, + TableHead, + TableHeader, + TableRow, +} from "@/app/shadcn_components/ui/table"; +import { Input } from "@/app/shadcn_components/ui/input"; +import { + DropdownMenu, + DropdownMenuCheckboxItem, + DropdownMenuContent, + DropdownMenuLabel, + DropdownMenuSeparator, + DropdownMenuTrigger, +} from "@/app/shadcn_components/ui/dropdown-menu"; +import { + Select, + SelectContent, + SelectItem, + SelectTrigger, +} from "@/app/shadcn_components/ui/select"; +import { Search, SlidersHorizontal, ChevronLeft, ChevronRight, Download } from "lucide-react"; +import { createPropertyTableColumns } from "./PropertyTableColumns"; +import { STAGE_ORDER } from "./types"; +import type { ClassifiedDeal, DisplayStage } from "./types"; + +// Human-readable labels for toggle dropdown +const COLUMN_LABELS: Record = { + landlordPropertyId: "Property Ref", + uprn: "UPRN", + projectCode: "Project", + coordinator: "Coordinator", + designer: "Designer", + installer: "Installer", + proposedMeasures: "Proposed Measures", + approvedPackage: "Approved Package", + actualMeasuresInstalled: "Installed Measures", + preSapScore: "Pre-SAP", + postSapScore: "Post-SAP", + lodgementStatus: "Lodgement Status", + designDate: "Design Date", + fullLodgementDate: "Lodgement Date", +}; + +interface PropertyTableProps { + data: ClassifiedDeal[]; + onOpenDrawer: (uprn: string | null, dealname: string | null) => void; + showDocuments?: boolean; +} + +const CSV_FIELDS: { key: keyof ClassifiedDeal; label: string }[] = [ + { key: "dealname", label: "Address" }, + { key: "landlordPropertyId", label: "Property Ref" }, + { key: "uprn", label: "UPRN" }, + { key: "displayStage", label: "Stage" }, + { key: "projectCode", label: "Project" }, + { key: "coordinator", label: "Coordinator" }, + { key: "designer", label: "Designer" }, + { key: "installer", label: "Installer" }, + { key: "proposedMeasures", label: "Proposed Measures" }, + { key: "approvedPackage", label: "Approved Package" }, + { key: "actualMeasuresInstalled", label: "Installed Measures" }, + { key: "preSapScore", label: "Pre-SAP" }, + { key: "lodgementStatus", label: "Lodgement Status" }, + { key: "designDate", label: "Design Date" }, + { key: "fullLodgementDate", label: "Lodgement Date" }, +]; + +function escapeCell(value: unknown): string { + if (value === null || value === undefined) return ""; + const str = + value instanceof Date + ? value.toLocaleDateString("en-GB") + : String(value); + return str.includes(",") || str.includes('"') || str.includes("\n") + ? `"${str.replace(/"/g, '""')}"` + : str; +} + +export default function PropertyTable({ data, onOpenDrawer, showDocuments = false }: PropertyTableProps) { + const [globalFilter, setGlobalFilter] = useState(""); + const [stageFilter, setStageFilter] = useState("all"); + const [sorting, setSorting] = useState([]); + const [pagination, setPagination] = useState({ + pageIndex: 0, + pageSize: 25, + }); + const [columnVisibility, setColumnVisibility] = useState({ + designer: false, + installer: false, + proposedMeasures: false, + approvedPackage: false, + actualMeasuresInstalled: false, + preSapScore: false, + postSapScore: false, + lodgementStatus: false, + designDate: false, + fullLodgementDate: false, + }); + + // Pre-filter by stage before TanStack gets it + const filteredData = useMemo(() => { + if (stageFilter === "all") return data; + return data.filter((d) => d.displayStage === stageFilter); + }, [data, stageFilter]); + + const columns = useMemo( + () => createPropertyTableColumns(onOpenDrawer, showDocuments), + [onOpenDrawer, showDocuments] + ); + + const table = useReactTable({ + data: filteredData, + columns, + state: { + globalFilter, + sorting, + pagination, + columnVisibility, + }, + onGlobalFilterChange: setGlobalFilter, + onSortingChange: setSorting, + onPaginationChange: setPagination, + onColumnVisibilityChange: setColumnVisibility, + getCoreRowModel: getCoreRowModel(), + getFilteredRowModel: getFilteredRowModel(), + getSortedRowModel: getSortedRowModel(), + getPaginationRowModel: getPaginationRowModel(), + globalFilterFn: "includesString", + }); + + const downloadCsv = () => { + const rows = table.getFilteredRowModel().rows; + const header = CSV_FIELDS.map((f) => f.label).join(","); + const body = rows + .map((row) => + CSV_FIELDS.map((f) => escapeCell(row.original[f.key])).join(",") + ) + .join("\n"); + const blob = new Blob([header + "\n" + body], { type: "text/csv;charset=utf-8;" }); + const url = URL.createObjectURL(blob); + const a = document.createElement("a"); + a.href = url; + a.download = "properties.csv"; + a.click(); + URL.revokeObjectURL(url); + }; + + const toggleableColumns = table + .getAllColumns() + .filter((col) => col.getCanHide() && COLUMN_LABELS[col.id]); + + const pageCount = table.getPageCount(); + const currentPage = table.getState().pagination.pageIndex + 1; + const totalFiltered = table.getFilteredRowModel().rows.length; + + return ( +
+ {/* Toolbar */} +
+ {/* Search */} +
+ + { + setGlobalFilter(e.target.value); + setPagination((p) => ({ ...p, pageIndex: 0 })); + }} + placeholder="Search address, UPRN, coordinator…" + className="pl-9 h-9 text-sm border-gray-200 focus:border-brandblue/40 focus:ring-brandblue/20" + /> +
+ + {/* Stage filter */} + + + {/* Download CSV */} + + + {/* Column visibility */} + + + + + + + Toggle columns + + + {toggleableColumns.map((col) => ( + col.toggleVisibility(val)} + className="text-sm" + > + {COLUMN_LABELS[col.id] ?? col.id} + + ))} + + +
+ + {/* Result count */} +

+ Showing{" "} + + {Math.min( + table.getState().pagination.pageSize, + totalFiltered - table.getState().pagination.pageIndex * table.getState().pagination.pageSize + )} + {" "} + of{" "} + {totalFiltered}{" "} + {stageFilter !== "all" ? `"${stageFilter}" ` : ""} + propert{totalFiltered === 1 ? "y" : "ies"} +

+ + {/* Table */} +
+
+ + + {table.getHeaderGroups().map((headerGroup) => ( + + {headerGroup.headers.map((header) => ( + + {header.isPlaceholder + ? null + : flexRender( + header.column.columnDef.header, + header.getContext() + )} + + ))} + + ))} + + + {table.getRowModel().rows.length ? ( + table.getRowModel().rows.map((row, i) => ( + + {row.getVisibleCells().map((cell) => ( + + {flexRender( + cell.column.columnDef.cell, + cell.getContext() + )} + + ))} + + )) + ) : ( + + + No properties match the current filters. + + + )} + +
+
+
+ + {/* Pagination */} + {pageCount > 1 && ( +
+
+ Rows per page: + +
+ +
+ + Page {currentPage} of {pageCount} + +
+ + +
+
+
+ )} +
+ ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx new file mode 100644 index 00000000..7f9b0ceb --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx @@ -0,0 +1,310 @@ +"use client"; + +import { ColumnDef } from "@tanstack/react-table"; +import { ArrowUpDown, FileDown } from "lucide-react"; +import { STAGE_COLORS } from "./types"; +import type { ClassifiedDeal, DisplayStage } from "./types"; + +// ----------------------------------------------------------------------- +// Stage badge — consistent pill rendering +// ----------------------------------------------------------------------- +function StageBadge({ stage }: { stage: DisplayStage }) { + const c = STAGE_COLORS[stage] ?? STAGE_COLORS["Unknown Stage"]; + return ( + + + {stage} + + ); +} + +// Sortable column header helper +function SortableHeader({ + label, + column, +}: { + label: string; + column: { toggleSorting: (desc: boolean) => void; getIsSorted: () => false | "asc" | "desc" }; +}) { + return ( + + ); +} + +// ----------------------------------------------------------------------- +// Column factory — takes onOpenDrawer so the Documents button can trigger it +// showDocuments controls whether the Docs action column is included +// ----------------------------------------------------------------------- +export function createPropertyTableColumns( + onOpenDrawer: (uprn: string | null, dealname: string | null) => void, + showDocuments: boolean = false, +): ColumnDef[] { + const columns: ColumnDef[] = [ + // ── Address ────────────────────────────────────────────────────────── + { + accessorKey: "dealname", + id: "dealname", + header: ({ column }) => , + cell: ({ row }) => ( +
+

+ {row.original.dealname ?? "—"} +

+
+ ), + enableHiding: false, + }, + + // ── Property ref ───────────────────────────────────────────────────── + { + accessorKey: "landlordPropertyId", + id: "landlordPropertyId", + header: ({ column }) => , + cell: ({ row }) => ( + + {row.original.landlordPropertyId ?? "—"} + + ), + }, + + // ── UPRN ───────────────────────────────────────────────────────────── + { + accessorKey: "uprn", + id: "uprn", + header: () => ( + UPRN + ), + cell: ({ row }) => ( + + {row.original.uprn ?? "—"} + + ), + }, + + // ── Stage badge ────────────────────────────────────────────────────── + { + accessorKey: "displayStage", + id: "displayStage", + header: ({ column }) => , + cell: ({ row }) => , + filterFn: (row, _id, filterValue: string) => + row.original.displayStage === filterValue, + enableHiding: false, + }, + + // ── Project code ───────────────────────────────────────────────────── + { + accessorKey: "projectCode", + id: "projectCode", + header: ({ column }) => , + cell: ({ row }) => ( + + {row.original.projectCode ?? "—"} + + ), + }, + + // ── Coordinator ────────────────────────────────────────────────────── + { + accessorKey: "coordinator", + id: "coordinator", + header: ({ column }) => , + cell: ({ row }) => ( + + {row.original.coordinator ?? —} + + ), + }, + + // ── Designer ───────────────────────────────────────────────────────── + { + accessorKey: "designer", + id: "designer", + header: ({ column }) => , + cell: ({ row }) => ( + + {row.original.designer ?? —} + + ), + }, + + // ── Installer ──────────────────────────────────────────────────────── + { + accessorKey: "installer", + id: "installer", + header: ({ column }) => , + cell: ({ row }) => ( + + {row.original.installer ?? —} + + ), + }, + + // ── Proposed measures ──────────────────────────────────────────────── + { + accessorKey: "proposedMeasures", + id: "proposedMeasures", + header: () => ( + + Proposed Measures + + ), + cell: ({ row }) => ( + + {row.original.proposedMeasures ?? —} + + ), + }, + + // ── Approved package ───────────────────────────────────────────────── + { + accessorKey: "approvedPackage", + id: "approvedPackage", + header: () => ( + + Approved Package + + ), + cell: ({ row }) => ( + + {row.original.approvedPackage ?? —} + + ), + }, + + // ── Installed measures ─────────────────────────────────────────────── + { + accessorKey: "actualMeasuresInstalled", + id: "actualMeasuresInstalled", + header: () => ( + + Installed + + ), + cell: ({ row }) => ( + + {row.original.actualMeasuresInstalled ?? —} + + ), + }, + + // ── Pre-SAP score ──────────────────────────────────────────────────── + { + accessorKey: "preSapScore", + id: "preSapScore", + header: ({ column }) => , + cell: ({ row }) => { + const score = row.original.preSapScore; + if (!score) return —; + const n = Number(score); + const colour = + n < 30 + ? "text-red-600 bg-red-50" + : n < 50 + ? "text-amber-700 bg-amber-50" + : "text-emerald-700 bg-emerald-50"; + return ( + + {score} + + ); + }, + }, + + // ── Post-SAP score ─────────────────────────────────────────────────── + { + accessorKey: "postSapScore", + id: "postSapScore", + header: ({ column }) => , + cell: ({ row }) => { + const score = row.original.postSapScore; + if (!score) return —; + const n = Number(score); + const colour = + n >= 70 + ? "text-emerald-700 bg-emerald-50" + : n >= 50 + ? "text-sky-700 bg-sky-50" + : "text-amber-700 bg-amber-50"; + return ( + + {score} + + ); + }, + }, + + // ── Lodgement status ───────────────────────────────────────────────── + { + accessorKey: "lodgementStatus", + id: "lodgementStatus", + header: ({ column }) => , + cell: ({ row }) => ( + + {row.original.lodgementStatus ?? —} + + ), + }, + + // ── Design date ────────────────────────────────────────────────────── + { + accessorKey: "designDate", + id: "designDate", + header: ({ column }) => , + cell: ({ row }) => { + const d = row.original.designDate; + return ( + + {d ? new Date(d).toLocaleDateString("en-GB", { day: "numeric", month: "short", year: "2-digit" }) : —} + + ); + }, + }, + + // ── Full lodgement date ────────────────────────────────────────────── + { + accessorKey: "fullLodgementDate", + id: "fullLodgementDate", + header: ({ column }) => , + cell: ({ row }) => { + const d = row.original.fullLodgementDate; + return ( + + {d ? new Date(d).toLocaleDateString("en-GB", { day: "numeric", month: "short", year: "2-digit" }) : —} + + ); + }, + }, + + ]; + + if (showDocuments) { + columns.push({ + id: "documents", + header: () => null, + cell: ({ row }) => ( + + ), + enableSorting: false, + enableHiding: false, + }); + } + + return columns; +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/TableViewer.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/TableViewer.tsx index 680c0bea..3770b26c 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/TableViewer.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/TableViewer.tsx @@ -9,6 +9,9 @@ interface TableViewerProps { columns?: (keyof HubspotDeal)[]; columnLabels?: Partial>; breakdown?: Record; + title?: string; + description?: string; + reason?: string; } export default function TableViewer({ @@ -16,16 +19,32 @@ export default function TableViewer({ columns, columnLabels, breakdown, + title, + description, + reason, }: TableViewerProps) { const [searchTerms, setSearchTerms] = useState>({}); - const visibleColumns = columns?.length - ? columns + + // Always include key context columns if not present + const contextCols: (keyof HubspotDeal)[] = [ + "outcomeNotes", + "majorConditionIssueDescription", + "coordinationStatus", + "designStatus", + ]; + let visibleColumns: (keyof HubspotDeal)[] = columns?.length + ? [...columns] : (Object.keys(data?.[0] || {}) as (keyof HubspotDeal)[]); + for (const col of contextCols) { + if (!visibleColumns.includes(col)) { + visibleColumns.push(col); + } + } // Helper: Get category for a row based on breakdown const getCategoryForRow = ( row: ClassifiedDeal, - brk: Record | undefined + brk: Record | undefined, ): string | undefined => { if (!brk) return undefined; for (const [category, items] of Object.entries(brk)) { @@ -77,9 +96,11 @@ export default function TableViewer({ visibleColumns.every((col) => { const term = searchTerms[col]?.toLowerCase() || ""; if (!term) return true; - const value = String(row[col as keyof ClassifiedDeal] ?? "").toLowerCase(); + const value = String( + row[col as keyof ClassifiedDeal] ?? "", + ).toLowerCase(); return value.includes(term); - }) + }), ); // Inline sort derivation (no useMemo) @@ -152,11 +173,30 @@ export default function TableViewer({ return (
+ {/* Context header */} + {(title || description || reason) && ( +
+ {title && ( +

{title}

+ )} + {description && ( +

{description}

+ )} + {reason && ( +
+ {reason} +
+ )} +
+ )} {visibleColumns.map((col) => ( - ))} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx index 6a957e42..f7eee9af 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx @@ -1,11 +1,61 @@ import { getServerSession } from "next-auth"; import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; import { redirect } from "next/navigation"; +import { eq } from "drizzle-orm"; import LiveTracker from "./LiveTracker"; import { computeLiveTrackerData } from "./transforms"; -// MOCK PHASE: using mock data while DB migration is in progress -// When migration lands, restore the DB query below and remove this import -import { MOCK_DEALS } from "./mockData"; +import { db } from "@/app/db/db"; +import { hubspotDealData } from "@/app/db/schema/crm/hubspot_deal_table"; +import type { HubspotDeal } from "./types"; +import type { InferSelectModel } from "drizzle-orm"; + +// ⚠️ ⚠️ ⚠️ HARDCODED COMPANY ID — temporary for testing only. +// TODO: derive this from the portfolio slug once the portfolio↔company mapping exists. +// Do NOT ship this to production without replacing it with the real lookup. +const HARDCODED_COMPANY_ID = "86970043613"; + +type DbDeal = InferSelectModel; + +function mapDbRowToHubspotDeal(row: DbDeal): HubspotDeal { + return { + id: row.id, + dealId: row.dealId, + dealname: row.dealname, + dealstage: row.dealstage, + companyId: row.companyId, + projectCode: row.projectCode, + landlordPropertyId: row.landlordPropertyId, + uprn: row.uprn, + outcome: row.outcome, + outcomeNotes: row.outcomeNotes, + majorConditionIssueDescription: row.majorConditionIssueDescription, + majorConditionIssuePhotos: row.majorConditionIssuePhotos, + majorConditionIssuePhotosS3: row.majorConditionIssuePhotosS3, + coordinationStatus: row.coordinationStatus, + designStatus: row.designStatus, + pashubLink: row.pashubLink, + sharepointLink: row.sharepointLink, + dampMouldFlag: row.dampmouldGrowth, // DB: dampmouldGrowth + preSapScore: row.preSap, // DB: preSap + coordinator: row.coordinator, + ioeV1Date: row.mtpCompletionDate, // DB: mtpCompletionDate + ioeV2Date: row.mtpReModelCompletionDate, // DB: mtpReModelCompletionDate + ioeV3Date: row.ioeV3CompletionDate, // DB: ioeV3CompletionDate + proposedMeasures: row.proposedMeasures, + approvedPackage: row.approvedPackage, + designer: row.designer, + designDate: row.designCompletionDate, // DB: designCompletionDate + actualMeasuresInstalled: row.actualMeasuresInstalled, + installer: row.installer, + installerHandover: row.installerHandover, + lodgementStatus: row.lodgementStatus, + measuresLodgementDate: row.measuresLodgementDate, + fullLodgementDate: row.lodgementDate, // DB: lodgementDate + confirmedSurveyDate: row.confirmedSurveyDate, + createdAt: row.createdAt, + updatedAt: row.updatedAt, + }; +} export default async function LiveReportingPage(props: { params: Promise<{ slug: string }>; @@ -18,13 +68,17 @@ export default async function LiveReportingPage(props: { redirect("/"); } - // MOCK PHASE ↓↓↓ - // TODO: replace with real DB query once migration is applied: - // const [company] = await surveyDB.select().from(hubspotCompanyData).where(eq(hubspotCompanyData.groupId, portfolioId)); - // const deals = await surveyDB.select().from(hubspotDealData).where(eq(hubspotDealData.companyId, company.companyId)); - // const trackerData = computeLiveTrackerData(deals as HubspotDeal[]); - const trackerData = computeLiveTrackerData(MOCK_DEALS); - // ↑↑↑ END MOCK PHASE + // ⚠️ Using HARDCODED_COMPANY_ID — see constant above before deploying + const rawDeals = await db + .select() + .from(hubspotDealData) + .where(eq(hubspotDealData.companyId, HARDCODED_COMPANY_ID)); + + console.log("Fetched deals from DB:", rawDeals.length); + + const trackerData = computeLiveTrackerData( + rawDeals.map(mapDbRowToHubspotDeal), + ); return (
@@ -42,5 +96,3 @@ export default async function LiveReportingPage(props: {
); } - - diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts index 4119cf6f..ab5916c3 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts @@ -398,6 +398,16 @@ export function computeLiveTrackerData( }) ); + // When there are multiple project codes, prepend a synthetic "All Projects" entry + if (projects.length > 1) { + projects.unshift({ + projectCode: "__ALL__", + progress: computeProjectProgress(classified), + outcomePieSlices: computeOutcomeSlices(classified), + allDeals: classified, + }); + } + return { projects, totalDeals: classified.length, diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts index 8b0ae9ad..6eb365d0 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts @@ -40,20 +40,10 @@ export type HubspotDeal = { actualMeasuresInstalled: string | null; installer: string | null; installerHandover: string | null; - postSapScore: string | null; lodgementStatus: string | null; measuresLodgementDate: Date | null; fullLodgementDate: Date | null; - - // ── Internally tracked stubs (no HubSpot source yet) ───────────────── - raDateBooking: Date | null; - raDateActual: Date | null; - raStatus: string | null; - postEpcDateBooking: Date | null; - postEpcDateActual: Date | null; - postEpcStatus: string | null; - postEprDate: Date | null; - postEprStatus: string | null; + confirmedSurveyDate: Date | null; createdAt: Date; updatedAt: Date; From 4106dc3e2d376a30567470c8919b339f433a9db9 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Wed, 1 Apr 2026 17:29:20 +0000 Subject: [PATCH 66/79] adding booking, assessment graphs, removed repeated section, added survey issues --- .../your-projects/live/AnalyticsView.tsx | 21 ++++-------- .../live/CompletionTrendsChart.tsx | 33 +++++++++++++------ 2 files changed, 30 insertions(+), 24 deletions(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx index 8aaf9b9b..bec0cd2a 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx @@ -4,10 +4,10 @@ import { useState } from "react"; import { motion } from "framer-motion"; import { Home, AlertTriangle, ToggleLeft, ToggleRight } from "lucide-react"; import { Card, CardContent } from "@/app/shadcn_components/ui/card"; -import ProgressOverview from "./ProgressOverview"; import SurveyedResultsPieChart from "./SurveyedResultsPieChart"; import DampMouldRiskPanel from "./DampMouldRiskPanel"; import CompletionTrendsChart from "./CompletionTrendsChart"; +import SurveyIssuesPanel from "./SurveyIssuesPanel"; import { STAGE_COLORS, STAGE_ORDER } from "./types"; import type { ProjectData, @@ -351,19 +351,6 @@ export default function AnalyticsView({ - {/* Row 3: Progress overview only (no donut chart) */} -
- - - -
- {/* Row 4: Pipeline Funnel */} + + {/* Row 6: Survey Issues */} + ); } diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx index f510ea70..cdcc269d 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx @@ -1,7 +1,7 @@ "use client"; import { useState } from "react"; -import { Card, Title, LineChart, Legend } from "@tremor/react"; +import { Card, Title, BarChart, Legend } from "@tremor/react"; import { Button } from "@/app/shadcn_components/ui/button"; import { Input } from "@/app/shadcn_components/ui/input"; import { @@ -56,9 +56,14 @@ function formatMonday(isoDate: string): string { }); } -function aggregateByWeek(deals: ClassifiedDeal[], dateField: string) { +function aggregateByWeek( + deals: ClassifiedDeal[], + dateField: string, + filter?: (deal: ClassifiedDeal) => boolean, +) { const weekCounts: Record = {}; for (const deal of deals) { + if (filter && !filter(deal)) continue; const date = deal[dateField as keyof ClassifiedDeal] as | string | Date @@ -69,9 +74,11 @@ function aggregateByWeek(deals: ClassifiedDeal[], dateField: string) { const key = getMondayOfWeek(d); weekCounts[key] = (weekCounts[key] || 0) + 1; } - return Object.entries(weekCounts) - .sort(([a], [b]) => a.localeCompare(b)) - .map(([isoKey, value]) => ({ week: formatMonday(isoKey), value })); + const allKeys = fillWeekGaps(Object.keys(weekCounts)); + return allKeys.map((isoKey) => ({ + week: formatMonday(isoKey), + value: weekCounts[isoKey] ?? 0, + })); } // Fills all missing Monday ISO-date keys between min and max with 0s @@ -141,11 +148,18 @@ export default function CompletionTrendsChart({ const selectedMetric = METRICS.find((m) => m.key === metric)!; const isCoordination = metric === "coordination"; + const isDesign = metric === "design"; const coordData = isCoordination ? aggregateCoordinationByWeek(deals) : null; const singleData = isCoordination ? null - : aggregateByWeek(deals, selectedMetric.dateField); + : aggregateByWeek( + deals, + selectedMetric.dateField, + isDesign + ? (d) => d.designStatus?.toUpperCase() === "UPLOADED" + : undefined, + ); // Merge targets into non-coordination chart data const chartData = isCoordination @@ -227,7 +241,7 @@ export default function CompletionTrendsChart({ {isCoordination ? ( <> - ) : ( <> - Date: Wed, 1 Apr 2026 17:29:32 +0000 Subject: [PATCH 67/79] added missing survey issues --- .../your-projects/live/SurveyIssuesPanel.tsx | 107 ++++++++++++++++++ 1 file changed, 107 insertions(+) create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyIssuesPanel.tsx diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyIssuesPanel.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyIssuesPanel.tsx new file mode 100644 index 00000000..37ba210e --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyIssuesPanel.tsx @@ -0,0 +1,107 @@ +"use client"; + +import { motion } from "framer-motion"; +import { AlertCircle } from "lucide-react"; +import { Card, CardContent } from "@/app/shadcn_components/ui/card"; +import type { ClassifiedDeal } from "./types"; + +const SUCCESSFUL_OUTCOMES = new Set(["Surveyed", "Surveyed - Pending Upload"]); + +const COLUMNS: (keyof ClassifiedDeal)[] = [ + "dealname", + "landlordPropertyId", + "outcome", + "outcomeNotes", +]; +const COLUMN_LABELS: Partial> = { + dealname: "Address", + landlordPropertyId: "Ref", + outcome: "Outcome", + outcomeNotes: "Notes", +}; + +interface SurveyIssuesPanelProps { + deals: ClassifiedDeal[]; + onOpenTable: ( + stage: string, + deals: ClassifiedDeal[], + columns?: (keyof ClassifiedDeal)[], + columnLabels?: Partial>, + breakdown?: Record, + ) => void; +} + +export default function SurveyIssuesPanel({ + deals, + onOpenTable, +}: SurveyIssuesPanelProps) { + // Filter to deals with a populated outcome that is not a success + const issueDeals = deals.filter( + (d) => d.outcome && !SUCCESSFUL_OUTCOMES.has(d.outcome), + ); + + if (issueDeals.length === 0) return null; + + // Group by outcome, sorted by count descending + const groups = new Map(); + for (const deal of issueDeals) { + const key = deal.outcome!; + if (!groups.has(key)) groups.set(key, []); + groups.get(key)!.push(deal); + } + const sortedGroups = [...groups.entries()].sort( + (a, b) => b[1].length - a[1].length, + ); + + return ( + + +
+
+
+ +

+ Survey Issues +

+ + {issueDeals.length} affected + +
+

+ Properties where the survey did not result in a successful outcome +

+
+
+ +
+ {sortedGroups.map(([outcomeLabel, groupDeals]) => ( + + onOpenTable( + `Survey Issues — ${outcomeLabel}`, + groupDeals, + COLUMNS, + COLUMN_LABELS, + ) + } + className="group text-left rounded-xl border border-amber-200 bg-gradient-to-br from-amber-50 to-white p-4 hover:border-amber-300 hover:shadow-md transition-all duration-200" + > +

+ {outcomeLabel} +

+

+ {groupDeals.length} +

+

+ {((groupDeals.length / issueDeals.length) * 100).toFixed(0)}% of + issues +

+ + ))} +
+ + + ); +} From 66c9b94f41f4733bd64301713d319c74fd7f1c1f Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Wed, 1 Apr 2026 18:29:50 +0000 Subject: [PATCH 68/79] Updated UI and removed s3 url from csv download --- .../your-projects/live/AnalyticsView.tsx | 2 +- .../live/CompletionTrendsChart.tsx | 301 +++++++++++++----- .../your-projects/live/LiveTracker.tsx | 11 +- .../your-projects/live/TableViewer.tsx | 251 --------------- .../(portfolio)/your-projects/live/page.tsx | 2 + .../(portfolio)/your-projects/live/types.ts | 18 +- tailwind.config.js | 32 ++ 7 files changed, 277 insertions(+), 340 deletions(-) delete mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/TableViewer.tsx diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx index bec0cd2a..82354691 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx @@ -324,7 +324,7 @@ export default function AnalyticsView({ value={currentProject.allDeals.length} onClick={() => onOpenTable( - `${currentProjectCode} — All Properties`, + currentProjectCode === "__ALL__" ? "All Properties" : `${currentProjectCode} — All Properties`, currentProject.allDeals, ["dealname", "landlordPropertyId"], { dealname: "Address Ref.", landlordPropertyId: "Property Ref." }, diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx index cdcc269d..a3eb7717 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx @@ -23,7 +23,7 @@ const METRICS = [ { key: "assessments", label: "Completed Assessments", - dateField: "raDateActual", + dateField: "surveyedDate", }, { key: "coordination", @@ -38,13 +38,64 @@ const METRICS = [ }, ]; -// Returns the Monday of the week containing `date`, as a locale string key +// Brand colour palette (hex values work directly with Tremor v3 colors prop) +const C = { + blue: "#5d6be0", // lighter periwinkle blue + midblue: "#3943b7", // brandmidblue + lightblue: "#8b96e9", // soft pale blue for 3rd series + paleblue: "#b8bef4", // 4th series — replaces brown in bar charts + brown: "#c4a47c", // accent only — trend/target lines +}; + +function ChartTooltip({ + payload, + active, + label, +}: { + payload?: { name: string; value: number; color: string }[]; + active?: boolean; + label?: string; +}) { + if (!active || !payload?.length) return null; + return ( +
+

{label}

+ {payload.map((item, i) => ( +
+
+ + {item.name} +
+ {item.value} +
+ ))} +
+ ); +} + +// Client-facing design type labels +const DESIGN_TYPE_LABELS: Record = { + "Archetype (Complex)": "Bespoke (Complex)", + "Archetype (Simple)": "Bespoke (Simple)", + "Repetitive (Complex)": "Standard (Complex)", + "Repetitive (Simple)": "Standard (Simple)", +}; +const DESIGN_TYPE_ORDER = [ + "Bespoke (Complex)", + "Bespoke (Simple)", + "Standard (Complex)", + "Standard (Simple)", +]; + +// Returns the Monday of the week containing `date`, as an ISO date string key function getMondayOfWeek(date: Date): string { const d = new Date(date); const day = d.getDay(); // 0=Sun … 6=Sat d.setDate(d.getDate() - (day === 0 ? 6 : day - 1)); d.setHours(0, 0, 0, 0); - // Use ISO date string as sort key; displayed as en-GB short date return d.toISOString().split("T")[0]; // "2026-03-30" } @@ -56,6 +107,20 @@ function formatMonday(isoDate: string): string { }); } +// Fills all missing Monday ISO-date keys between min and max +function fillWeekGaps(keys: string[]): string[] { + if (keys.length === 0) return []; + const sorted = [...keys].sort(); + const result: string[] = []; + const current = new Date(sorted[0]); + const end = new Date(sorted[sorted.length - 1]); + while (current <= end) { + result.push(current.toISOString().split("T")[0]); + current.setDate(current.getDate() + 7); + } + return result; +} + function aggregateByWeek( deals: ClassifiedDeal[], dateField: string, @@ -81,21 +146,7 @@ function aggregateByWeek( })); } -// Fills all missing Monday ISO-date keys between min and max with 0s -function fillWeekGaps(keys: string[]): string[] { - if (keys.length === 0) return []; - const sorted = [...keys].sort(); - const result: string[] = []; - const current = new Date(sorted[0]); - const end = new Date(sorted[sorted.length - 1]); - while (current <= end) { - result.push(current.toISOString().split("T")[0]); - current.setDate(current.getDate() + 7); - } - return result; -} - -// Coordination-specific aggregator: buckets V1 and V2 completions separately +// Coordination: buckets V1 and V2 completions separately function aggregateCoordinationByWeek( deals: ClassifiedDeal[], ): Array<{ week: string; "V1 (MTP)": number; "V2 (Re-model)": number }> { @@ -133,13 +184,114 @@ function aggregateCoordinationByWeek( })); } +// Assessments: Retrofit Assessment vs EPC, keyed by surveyedDate +function aggregateAssessmentsByWeek( + deals: ClassifiedDeal[], +): Array<{ week: string; "Retrofit Assessment": number; EPC: number }> { + const retrofitCounts: Record = {}; + const epcCounts: Record = {}; + + for (const deal of deals) { + const o = deal.outcome ?? ""; + const isRetrofit = o === "Surveyed" || o === "Surveyed - Pending Upload"; + const isEpc = o === "EPC Completed"; + if (!isRetrofit && !isEpc) continue; + if (!deal.surveyedDate) continue; + + const d = new Date(deal.surveyedDate); + if (isNaN(d.getTime())) continue; + const key = getMondayOfWeek(d); + + if (isRetrofit) retrofitCounts[key] = (retrofitCounts[key] || 0) + 1; + if (isEpc) epcCounts[key] = (epcCounts[key] || 0) + 1; + } + + const allKeys = fillWeekGaps( + Array.from( + new Set([...Object.keys(retrofitCounts), ...Object.keys(epcCounts)]), + ), + ); + + return allKeys.map((isoKey) => ({ + week: formatMonday(isoKey), + "Retrofit Assessment": retrofitCounts[isoKey] ?? 0, + EPC: epcCounts[isoKey] ?? 0, + })); +} + +// Lodgements: Stage 1 vs Lodged Measures +function aggregateLodgementsByWeek( + deals: ClassifiedDeal[], +): Array<{ week: string; "Stage 1 Lodgement": number; "Lodged Measures": number }> { + const stageCounts: Record = {}; + const measuresCounts: Record = {}; + + for (const deal of deals) { + if (deal.fullLodgementDate) { + const d = new Date(deal.fullLodgementDate); + if (!isNaN(d.getTime())) { + const key = getMondayOfWeek(d); + stageCounts[key] = (stageCounts[key] || 0) + 1; + } + } + if (deal.measuresLodgementDate) { + const d = new Date(deal.measuresLodgementDate); + if (!isNaN(d.getTime())) { + const key = getMondayOfWeek(d); + measuresCounts[key] = (measuresCounts[key] || 0) + 1; + } + } + } + + const allKeys = fillWeekGaps( + Array.from( + new Set([...Object.keys(stageCounts), ...Object.keys(measuresCounts)]), + ), + ); + + return allKeys.map((isoKey) => ({ + week: formatMonday(isoKey), + "Stage 1 Lodgement": stageCounts[isoKey] ?? 0, + "Lodged Measures": measuresCounts[isoKey] ?? 0, + })); +} + +// Designs: stacked by design type (Uploaded only) +function aggregateDesignsByWeek( + deals: ClassifiedDeal[], +): Array> { + const counts: Record> = {}; + + for (const deal of deals) { + if (deal.designStatus?.toUpperCase() !== "UPLOADED") continue; + if (!deal.designDate) continue; + const d = new Date(deal.designDate); + if (isNaN(d.getTime())) continue; + const key = getMondayOfWeek(d); + + const rawType = deal.designType ?? "Unknown"; + const label = DESIGN_TYPE_LABELS[rawType] ?? rawType; + + if (!counts[key]) counts[key] = {}; + counts[key][label] = (counts[key][label] || 0) + 1; + } + + const allKeys = fillWeekGaps(Object.keys(counts)); + return allKeys.map((isoKey) => { + const entry: Record = { week: formatMonday(isoKey) }; + for (const label of DESIGN_TYPE_ORDER) { + entry[label] = counts[isoKey]?.[label] ?? 0; + } + return entry; + }); +} + export default function CompletionTrendsChart({ deals, isDomnaUser, projectCode, }: CompletionTrendsChartProps) { const [metric, setMetric] = useState(METRICS[0].key); - // Targets: { [week]: number } const [targets, setTargets] = useState<{ [week: string]: number }>({}); const [targetInput, setTargetInput] = useState<{ week: string; @@ -148,29 +300,43 @@ export default function CompletionTrendsChart({ const selectedMetric = METRICS.find((m) => m.key === metric)!; const isCoordination = metric === "coordination"; - const isDesign = metric === "design"; + const isAssessments = metric === "assessments"; + const isLodgement = metric === "lodgement"; + const isDesign = metric === "design"; + const isStacked = isCoordination || isAssessments || isLodgement || isDesign; - const coordData = isCoordination ? aggregateCoordinationByWeek(deals) : null; - const singleData = isCoordination - ? null - : aggregateByWeek( - deals, - selectedMetric.dateField, - isDesign - ? (d) => d.designStatus?.toUpperCase() === "UPLOADED" - : undefined, - ); + // Compute chart data, categories, and colours in one place + let chartData: Record[]; + let categories: string[]; + let colors: string[]; - // Merge targets into non-coordination chart data - const chartData = isCoordination - ? coordData! - : singleData!.map((d) => ({ - week: d.week, - [selectedMetric.label]: d.value, - ...(targets[d.week] !== undefined ? { Target: targets[d.week] } : {}), - })); + if (isCoordination) { + chartData = aggregateCoordinationByWeek(deals); + categories = ["V1 (MTP)", "V2 (Re-model)"]; + colors = [C.blue, C.midblue]; + } else if (isAssessments) { + chartData = aggregateAssessmentsByWeek(deals); + categories = ["Retrofit Assessment", "EPC"]; + colors = [C.blue, C.midblue]; + } else if (isLodgement) { + chartData = aggregateLodgementsByWeek(deals); + categories = ["Stage 1 Lodgement", "Lodged Measures"]; + colors = [C.blue, C.lightblue]; + } else if (isDesign) { + chartData = aggregateDesignsByWeek(deals); + categories = DESIGN_TYPE_ORDER; + colors = [C.midblue, C.blue, C.lightblue, C.paleblue]; + } else { + const singleData = aggregateByWeek(deals, selectedMetric.dateField); + chartData = singleData.map((d) => ({ + week: d.week, + [selectedMetric.label]: d.value, + ...(targets[d.week] !== undefined ? { Target: targets[d.week] } : {}), + })); + categories = [selectedMetric.label, ...(isDomnaUser ? ["Target"] : [])]; + colors = [C.blue, C.brown]; + } - // Add target handler (Domna only) const handleAddTarget = () => { if (!targetInput.week || !targetInput.value) return; setTargets((prev) => ({ @@ -207,7 +373,7 @@ export default function CompletionTrendsChart({ - {isDomnaUser && !isCoordination && ( + {isDomnaUser && !isStacked && (
Add/Edit Targets (visible to Domna users only): @@ -239,43 +405,24 @@ export default function CompletionTrendsChart({
)} - {isCoordination ? ( - <> - - - - ) : ( - <> - - - + + {isStacked && ( + )} ); 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 1f13111e..4ecd754b 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx @@ -10,8 +10,9 @@ import { } from "@/app/shadcn_components/ui/tabs"; import { Card, CardContent } from "@/app/shadcn_components/ui/card"; import { BarChart2, Table2 } from "lucide-react"; -import TableViewer from "./TableViewer"; +import DrillDownTable from "./DrillDownTable"; import PropertyTable from "./PropertyTable"; +import type { HubspotDeal } from "./types"; import PropertyDrawer from "./PropertyDrawer"; import AnalyticsView from "./AnalyticsView"; import type { @@ -229,13 +230,17 @@ export default function LiveTracker({
- {}} /> +
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/TableViewer.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/TableViewer.tsx deleted file mode 100644 index 3770b26c..00000000 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/TableViewer.tsx +++ /dev/null @@ -1,251 +0,0 @@ -"use client"; - -import { useState } from "react"; -import { Download } from "lucide-react"; -import type { ClassifiedDeal, HubspotDeal } from "./types"; - -interface TableViewerProps { - data: ClassifiedDeal[]; - columns?: (keyof HubspotDeal)[]; - columnLabels?: Partial>; - breakdown?: Record; - title?: string; - description?: string; - reason?: string; -} - -export default function TableViewer({ - data, - columns, - columnLabels, - breakdown, - title, - description, - reason, -}: TableViewerProps) { - const [searchTerms, setSearchTerms] = useState>({}); - - // Always include key context columns if not present - const contextCols: (keyof HubspotDeal)[] = [ - "outcomeNotes", - "majorConditionIssueDescription", - "coordinationStatus", - "designStatus", - ]; - let visibleColumns: (keyof HubspotDeal)[] = columns?.length - ? [...columns] - : (Object.keys(data?.[0] || {}) as (keyof HubspotDeal)[]); - for (const col of contextCols) { - if (!visibleColumns.includes(col)) { - visibleColumns.push(col); - } - } - - // Helper: Get category for a row based on breakdown - const getCategoryForRow = ( - row: ClassifiedDeal, - brk: Record | undefined, - ): string | undefined => { - if (!brk) return undefined; - for (const [category, items] of Object.entries(brk)) { - if (items.includes(row)) return category; - } - return undefined; - }; - - const getRowStatus = (row: ClassifiedDeal) => { - if (!breakdown) return "untouched"; - - const category = getCategoryForRow(row, breakdown); - if (category?.includes("Completed")) { - return "completed"; - } else if (category?.includes("Progress")) { - return "progress"; - } - return "untouched"; - }; - - const getRowBackgroundColor = (status: string) => { - switch (status) { - case "completed": - return "bg-white"; - case "progress": - return "bg-white"; - case "untouched": - return "bg-white"; - default: - return "bg-white"; - } - }; - - const getSortPriority = (status: string) => { - switch (status) { - case "completed": - return 0; - case "progress": - return 1; - case "untouched": - return 2; - default: - return 3; - } - }; - - // Inline filter derivation (no useMemo) - const filteredData = data.filter((row) => - visibleColumns.every((col) => { - const term = searchTerms[col]?.toLowerCase() || ""; - if (!term) return true; - const value = String( - row[col as keyof ClassifiedDeal] ?? "", - ).toLowerCase(); - return value.includes(term); - }), - ); - - // Inline sort derivation (no useMemo) - const sortedFilteredData = [...filteredData].sort((a, b) => { - const statusA = getRowStatus(a); - const statusB = getRowStatus(b); - return getSortPriority(statusA) - getSortPriority(statusB); - }); - - const renderCellContent = (col: keyof HubspotDeal, value: any) => { - if (col === "majorConditionIssuePhotosS3" && value) { - let urls: string[] = []; - - if (typeof value === "string") { - try { - const parsed = JSON.parse(value); - urls = Array.isArray(parsed) ? parsed : [value]; - } catch { - urls = value.split(/[\s,]+/).filter((u) => u.startsWith("http")); - } - } else if (Array.isArray(value)) { - urls = value; - } - - if (urls.length === 0) - return No photos; - - const handleDownload = async (rawUrl: string) => { - try { - // Extract the object key (after the bucket domain) - const key = rawUrl.split(".amazonaws.com/")[1]; - if (!key) return alert("Invalid S3 key"); - - const res = await fetch("/api/sign-s3-url", { - method: "POST", - headers: { "Content-Type": "application/json" }, - body: JSON.stringify({ key }), - }); - - const data = await res.json(); - if (data.url) { - window.open(data.url, "_blank"); - } else { - alert("Failed to get signed URL"); - } - } catch (err) { - console.error(err); - alert("Error downloading file"); - } - }; - - return ( -
- {urls.map((url, idx) => ( - - ))} -
- ); - } - - return String(value ?? ""); - }; - - return ( -
- {/* Context header */} - {(title || description || reason) && ( -
- {title && ( -

{title}

- )} - {description && ( -

{description}

- )} - {reason && ( -
- {reason} -
- )} -
- )} -
+
{columnLabels?.[col] || (col as string)} @@ -197,10 +237,7 @@ export default function TableViewer({ > {visibleColumns.map((col) => (
- {renderCellContent( - col, - row[col as keyof ClassifiedDeal] - )} + {renderCellContent(col, row[col as keyof ClassifiedDeal])}
- - - {visibleColumns.map((col) => ( - - ))} - - - - {sortedFilteredData.length === 0 ? ( - - - - ) : ( - sortedFilteredData.map((row, i) => { - const status = getRowStatus(row); - return ( - - {visibleColumns.map((col) => ( - - ))} - - ); - }) - )} - -
-
- - {columnLabels?.[col] || (col as string)} - - - setSearchTerms((prev) => ({ - ...prev, - [col]: e.target.value, - })) - } - /> -
-
- No results found -
- {renderCellContent(col, row[col as keyof ClassifiedDeal])} -
-
- ); -} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx index f7eee9af..eca568f6 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx @@ -52,6 +52,8 @@ function mapDbRowToHubspotDeal(row: DbDeal): HubspotDeal { measuresLodgementDate: row.measuresLodgementDate, fullLodgementDate: row.lodgementDate, // DB: lodgementDate confirmedSurveyDate: row.confirmedSurveyDate, + surveyedDate: row.SurveyedDate, // DB: surveyed_date + designType: row.dealType, // DB: design_type createdAt: row.createdAt, updatedAt: row.updatedAt, }; diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts index 6eb365d0..f00495bf 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts @@ -44,6 +44,8 @@ export type HubspotDeal = { measuresLodgementDate: Date | null; fullLodgementDate: Date | null; confirmedSurveyDate: Date | null; + surveyedDate: Date | null; + designType: string | null; createdAt: Date; updatedAt: Date; @@ -255,16 +257,16 @@ export const STAGE_COLORS: Record< dot: "bg-violet-400", }, "Coordination in Progress": { - bg: "bg-amber-50", - text: "text-amber-700", - border: "border-amber-200", - dot: "bg-amber-400", + bg: "bg-indigo-50", + text: "text-indigo-700", + border: "border-indigo-200", + dot: "bg-indigo-400", }, "Design in Progress": { - bg: "bg-orange-50", - text: "text-orange-700", - border: "border-orange-200", - dot: "bg-orange-400", + bg: "bg-blue-50", + text: "text-blue-700", + border: "border-blue-200", + dot: "bg-blue-400", }, "Awaiting Install": { bg: "bg-purple-50", diff --git a/tailwind.config.js b/tailwind.config.js index 31dda4f0..31459387 100644 --- a/tailwind.config.js +++ b/tailwind.config.js @@ -371,6 +371,32 @@ module.exports = { "ui-selected:bg-[#eff6fc]", "ui-selected:border-[#eff6fc]", "ui-selected:text-[#eff6fc]", + // brandbrown for Tremor charts + "bg-[#c4a47c]", + "border-[#c4a47c]", + "hover:bg-[#c4a47c]", + "hover:border-[#c4a47c]", + "hover:text-[#c4a47c]", + "fill-[#c4a47c]", + "ring-[#c4a47c]", + "stroke-[#c4a47c]", + "text-[#c4a47c]", + "ui-selected:bg-[#c4a47c]", + "ui-selected:border-[#c4a47c]", + "ui-selected:text-[#c4a47c]", + // lighter blue for Tremor charts + "bg-[#8b96e9]", + "border-[#8b96e9]", + "hover:bg-[#8b96e9]", + "hover:border-[#8b96e9]", + "hover:text-[#8b96e9]", + "fill-[#8b96e9]", + "ring-[#8b96e9]", + "stroke-[#8b96e9]", + "text-[#8b96e9]", + "ui-selected:bg-[#8b96e9]", + "ui-selected:border-[#8b96e9]", + "ui-selected:text-[#8b96e9]", // brand blues for Tremor charts "bg-[#14163d]", "border-[#14163d]", @@ -392,6 +418,12 @@ module.exports = { "fill-[#5d6be0]", "stroke-[#5d6be0]", "text-[#5d6be0]", + // pale blue (4th chart series) + "bg-[#b8bef4]", + "border-[#b8bef4]", + "fill-[#b8bef4]", + "stroke-[#b8bef4]", + "text-[#b8bef4]", "bg-[#1f3abdff]", "border-[#1f3abdff]", "fill-[#1f3abdff]", From 8ca1bf27995d8459f212ae593f0ec2e637713c40 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Wed, 1 Apr 2026 22:32:25 +0000 Subject: [PATCH 69/79] modified table components and hooked up documents --- .../live-tracking/property-documents/route.ts | 55 ++++ src/app/db/db.ts | 2 + .../your-projects/live/DrillDownTable.tsx | 302 ++++++++++++++++++ .../your-projects/live/LiveTracker.tsx | 11 +- .../your-projects/live/PropertyDrawer.tsx | 110 +++---- .../your-projects/live/PropertyTable.tsx | 62 +++- .../live/PropertyTableColumns.tsx | 54 +++- .../(portfolio)/your-projects/live/page.tsx | 48 ++- .../(portfolio)/your-projects/live/types.ts | 34 +- 9 files changed, 574 insertions(+), 104 deletions(-) create mode 100644 src/app/api/live-tracking/property-documents/route.ts create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/DrillDownTable.tsx diff --git a/src/app/api/live-tracking/property-documents/route.ts b/src/app/api/live-tracking/property-documents/route.ts new file mode 100644 index 00000000..9ebf5963 --- /dev/null +++ b/src/app/api/live-tracking/property-documents/route.ts @@ -0,0 +1,55 @@ +import { NextResponse } from "next/server"; +import { eq, or } from "drizzle-orm"; +import { db } from "@/app/db/db"; +import { uploadedFiles } from "@/app/db/schema/uploaded_files"; + +export async function GET(req: Request) { + const { searchParams } = new URL(req.url); + const uprnParam = searchParams.get("uprn"); + const landlordPropertyIdParam = searchParams.get("landlordPropertyId"); + + if (!uprnParam && !landlordPropertyIdParam) { + return NextResponse.json( + { error: "uprn or landlordPropertyId is required" }, + { status: 400 }, + ); + } + + try { + const conditions = []; + + if (uprnParam) { + const uprnBigInt = BigInt(uprnParam); + conditions.push(eq(uploadedFiles.uprn, uprnBigInt)); + } + + if (landlordPropertyIdParam) { + conditions.push( + eq(uploadedFiles.landlordPropertyId, landlordPropertyIdParam), + ); + } + + const rows = await db + .select() + .from(uploadedFiles) + .where(conditions.length === 1 ? conditions[0] : or(...conditions)); + + const documents = rows.map((row) => ({ + id: String(row.id), + s3FileKey: row.s3FileKey, + s3FileBucket: row.s3FileBucket, + docType: row.fileType ?? "unknown", + s3UploadTimestamp: row.s3UploadTimestamp.toISOString(), + uprn: row.uprn !== null ? String(row.uprn) : null, + landlordPropertyId: row.landlordPropertyId, + })); + + return NextResponse.json(documents); + } catch (error) { + console.error("Error fetching property documents:", error); + return NextResponse.json( + { error: "Failed to fetch documents" }, + { status: 500 }, + ); + } +} diff --git a/src/app/db/db.ts b/src/app/db/db.ts index 1d2d7789..52196123 100644 --- a/src/app/db/db.ts +++ b/src/app/db/db.ts @@ -11,6 +11,7 @@ import * as FundingSchema from "@/app/db/schema/funding"; import * as Relations from "@/app/db/schema/relations"; import * as Users from "@/app/db/schema/users"; import * as CrmSchema from "@/app/db/schema/crm/hubspot_deal_table"; +import * as UploadedFilesSchema from "@/app/db/schema/uploaded_files"; export const pool = new Pool({ host: process.env.DB_HOST, @@ -33,6 +34,7 @@ const schema = { ...FundingSchema, ...Users, ...CrmSchema, + ...UploadedFilesSchema, }; export const db = drizzle(pool, { diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DrillDownTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DrillDownTable.tsx new file mode 100644 index 00000000..eaf34448 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DrillDownTable.tsx @@ -0,0 +1,302 @@ +"use client"; + +import { useMemo, useState } from "react"; +import { + useReactTable, + getCoreRowModel, + getFilteredRowModel, + getSortedRowModel, + getPaginationRowModel, + flexRender, + type SortingState, + type PaginationState, + type ColumnDef, +} from "@tanstack/react-table"; +import { + Table, + TableBody, + TableCell, + TableHead, + TableHeader, + TableRow, +} from "@/app/shadcn_components/ui/table"; +import { Input } from "@/app/shadcn_components/ui/input"; +import { Search, Download, ChevronLeft, ChevronRight } from "lucide-react"; +import type { ClassifiedDeal, HubspotDeal } from "./types"; + +interface DrillDownTableProps { + data: ClassifiedDeal[]; + columns?: (keyof HubspotDeal)[]; + columnLabels?: Partial>; +} + +function escapeCell(value: unknown): string { + if (value === null || value === undefined) return ""; + const str = + value instanceof Date ? value.toLocaleDateString("en-GB") : String(value); + return str.includes(",") || str.includes('"') || str.includes("\n") + ? `"${str.replace(/"/g, '""')}"` + : str; +} + +async function handlePhotoDownload(rawUrl: string) { + try { + const key = rawUrl.split(".amazonaws.com/")[1]; + if (!key) return alert("Invalid S3 key"); + + const res = await fetch("/api/sign-s3-url", { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ key }), + }); + + const data = await res.json(); + if (data.url) { + window.open(data.url, "_blank"); + } else { + alert("Failed to get signed URL"); + } + } catch (err) { + console.error(err); + alert("Error downloading file"); + } +} + +function PhotoDownloadCell({ value }: { value: unknown }) { + let urls: string[] = []; + + if (typeof value === "string") { + try { + const parsed = JSON.parse(value); + urls = Array.isArray(parsed) ? parsed : [value]; + } catch { + urls = value.split(/[\s,]+/).filter((u) => u.startsWith("http")); + } + } else if (Array.isArray(value)) { + urls = value as string[]; + } + + if (urls.length === 0) return No photos; + + return ( +
+ {urls.map((url, idx) => ( + + ))} +
+ ); +} + +export default function DrillDownTable({ + data, + columns: columnKeys, + columnLabels, +}: DrillDownTableProps) { + const [globalFilter, setGlobalFilter] = useState(""); + const [sorting, setSorting] = useState([]); + const [pagination, setPagination] = useState({ + pageIndex: 0, + pageSize: 25, + }); + + const visibleKeys: (keyof HubspotDeal)[] = columnKeys?.length + ? columnKeys + : (Object.keys(data?.[0] || {}) as (keyof HubspotDeal)[]); + + const columns = useMemo[]>( + () => + visibleKeys.map((key) => ({ + accessorKey: key as string, + id: key as string, + header: () => ( + + {columnLabels?.[key] ?? (key as string)} + + ), + cell: ({ row }) => { + const value = row.original[key as keyof ClassifiedDeal]; + if (key === "majorConditionIssuePhotosS3") { + return ; + } + return ( + + {value != null ? String(value) : ( + — + )} + + ); + }, + })), + // eslint-disable-next-line react-hooks/exhaustive-deps + [visibleKeys.join(","), columnLabels], + ); + + const table = useReactTable({ + data, + columns, + state: { globalFilter, sorting, pagination }, + onGlobalFilterChange: setGlobalFilter, + onSortingChange: setSorting, + onPaginationChange: setPagination, + getCoreRowModel: getCoreRowModel(), + getFilteredRowModel: getFilteredRowModel(), + getSortedRowModel: getSortedRowModel(), + getPaginationRowModel: getPaginationRowModel(), + globalFilterFn: "includesString", + }); + + const downloadCsv = () => { + const rows = table.getFilteredRowModel().rows; + const exportKeys = visibleKeys.filter((k) => k !== "majorConditionIssuePhotosS3"); + const header = exportKeys + .map((k) => columnLabels?.[k] ?? (k as string)) + .join(","); + const body = rows + .map((row) => + exportKeys.map((k) => escapeCell(row.original[k as keyof ClassifiedDeal])).join(","), + ) + .join("\n"); + const blob = new Blob([header + "\n" + body], { + type: "text/csv;charset=utf-8;", + }); + const url = URL.createObjectURL(blob); + const a = document.createElement("a"); + a.href = url; + a.download = "data.csv"; + a.click(); + URL.revokeObjectURL(url); + }; + + const pageCount = table.getPageCount(); + const currentPage = table.getState().pagination.pageIndex + 1; + const totalFiltered = table.getFilteredRowModel().rows.length; + + return ( +
+ {/* Toolbar */} +
+
+ + { + setGlobalFilter(e.target.value); + setPagination((p) => ({ ...p, pageIndex: 0 })); + }} + placeholder="Search…" + className="pl-9 h-9 text-sm border-gray-200 focus:border-brandblue/40 focus:ring-brandblue/20" + /> +
+ +
+ + {/* Row count */} +

+ Showing{" "} + {totalFiltered}{" "} + {totalFiltered === 1 ? "row" : "rows"} +

+ + {/* Table */} +
+
+ + + {table.getHeaderGroups().map((headerGroup) => ( + + {headerGroup.headers.map((header) => ( + + {header.isPlaceholder + ? null + : flexRender( + header.column.columnDef.header, + header.getContext(), + )} + + ))} + + ))} + + + {table.getRowModel().rows.length ? ( + table.getRowModel().rows.map((row, i) => ( + + {row.getVisibleCells().map((cell) => ( + + {flexRender( + cell.column.columnDef.cell, + cell.getContext(), + )} + + ))} + + )) + ) : ( + + + No results found. + + + )} + +
+
+
+ + {/* Pagination */} + {pageCount > 1 && ( +
+ + Page {currentPage} of {pageCount} + +
+ + +
+
+ )} +
+ ); +} 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 4ecd754b..5418d158 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx @@ -20,12 +20,14 @@ import type { TableModal, ClassifiedDeal, DocumentDrawerState, + DocStatusMap, } from "./types"; export default function LiveTracker({ projects, totalDeals, majorConditionDeals, + docStatusMap, }: LiveTrackerProps) { // ── Tab state ──────────────────────────────────────────────────────── const [activeTab, setActiveTab] = useState<"analytics" | "properties">( @@ -46,6 +48,7 @@ export default function LiveTracker({ const [drawerState, setDrawerState] = useState({ open: false, uprn: null, + landlordPropertyId: null, dealname: null, }); @@ -68,8 +71,8 @@ export default function LiveTracker({ }); }; - const handleOpenDrawer = (uprn: string | null, dealname: string | null) => { - setDrawerState({ open: true, uprn, dealname }); + const handleOpenDrawer = (uprn: string | null, landlordPropertyId: string | null, dealname: string | null) => { + setDrawerState({ open: true, uprn, landlordPropertyId, dealname }); }; if (!totalDeals) { @@ -156,6 +159,7 @@ export default function LiveTracker({ data={currentProject?.allDeals ?? []} onOpenDrawer={handleOpenDrawer} showDocuments={true} + docStatusMap={docStatusMap} />
@@ -253,9 +257,10 @@ export default function LiveTracker({ - setDrawerState({ open: false, uprn: null, dealname: null }) + setDrawerState({ open: false, uprn: null, landlordPropertyId: null, dealname: null }) } />
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx index c4464bcc..0199ada4 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx @@ -6,8 +6,6 @@ import { motion, AnimatePresence } from "framer-motion"; import { FileDown, FileText, - Code2, - BarChart3, Loader2, FolderOpen, X, @@ -23,47 +21,22 @@ import { } from "@/app/shadcn_components/ui/drawer"; import type { PropertyDocument } from "./types"; -// Human-readable labels for DB_REPORT_TYPES enum values +// Human-readable labels for the main DB fileType enum values const DOC_TYPE_LABELS: Record = { - ECO_CONDITION_REPORT: "Condition Report (PAS 2035)", - ENERGY_PERFORMANCE_REPORT_SUMMARY_INFORMATION: "EPC Summary Report", - LIG_XML: "LIG XML", - RDSAP_XML: "RdSAP XML", - FULLSAP_XML: "Full SAP XML", - DECENT_HOMES_RAW_DATA: "Decent Homes Raw Data", - DECENT_HOMES_PROPERTY_META: "Decent Homes Property Meta", - DECENT_HOMES_SUMMARY: "Decent Homes Summary", + photo_pack: "Photo Pack", + site_note: "Site Note", + rd_sap_site_note: "RdSAP Site Note", + pas_2023_ventilation: "PAS 2023 Ventilation", + pas_2023_condition: "PAS 2023 Condition Report", + pas_significance: "PAS Significance", + par_photo_pack: "PAR Photo Pack", + pas_2023_property: "PAS 2023 Property Report", + pas_2023_occupancy: "PAS 2023 Occupancy Report", }; -// Icon + colour per doc category -function docTypeStyle(docType: string): { - icon: React.ReactNode; - bg: string; - text: string; - border: string; -} { - if (docType.includes("XML")) { - return { - icon: , - bg: "bg-amber-50", - text: "text-amber-700", - border: "border-amber-200", - }; - } - if (docType.includes("DECENT_HOMES")) { - return { - icon: , - bg: "bg-violet-50", - text: "text-violet-700", - border: "border-violet-200", - }; - } - return { - icon: , - bg: "bg-sky-50", - text: "text-sky-700", - border: "border-sky-200", - }; +// All survey docs go under this group for now (extensible later) +function getDocCategory(_docType: string): string { + return "Survey Documents"; } function formatDate(iso: string): string { @@ -83,29 +56,25 @@ function formatDate(iso: string): string { // ----------------------------------------------------------------------- function DocumentRow({ doc }: { doc: PropertyDocument }) { const [signing, setSigning] = useState(false); - const style = docTypeStyle(doc.docType); const label = DOC_TYPE_LABELS[doc.docType] ?? doc.docType; async function handleDownload() { setSigning(true); try { - // Extract S3 key from the full URI — same pattern as TableViewer.tsx - const key = doc.s3FileUri.split(".amazonaws.com/")[1]; - if (!key) { - window.open(doc.s3FileUri, "_blank"); - return; - } const res = await fetch("/api/sign-s3-url", { method: "POST", headers: { "Content-Type": "application/json" }, - body: JSON.stringify({ key }), + body: JSON.stringify({ key: doc.s3FileKey }), }); if (!res.ok) throw new Error("Failed to get signed URL"); const data = await res.json(); window.open(data.url, "_blank"); } catch { - // Fallback: open raw URI - window.open(doc.s3FileUri, "_blank"); + // Fallback: construct raw S3 URL + window.open( + `https://${doc.s3FileBucket}.s3.amazonaws.com/${doc.s3FileKey}`, + "_blank", + ); } finally { setSigning(false); } @@ -120,17 +89,15 @@ function DocumentRow({ doc }: { doc: PropertyDocument }) { >
{/* Doc type badge */} - - {style.icon} + + {label}
- {formatDate(doc.s3FileUploadTimestamp)} + {formatDate(doc.s3UploadTimestamp)}
+ header: () => ( + Docs ), + cell: ({ row }) => { + const uprn = row.original.uprn ?? ""; + const status = uprn ? docStatusMap[uprn] : undefined; + const isComplete = status?.isComplete; + const hasDocs = status?.hasDocs; + + let icon: React.ReactNode; + let className: string; + + if (isComplete) { + 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 (hasDocs) { + 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"; + } else { + icon = ; + className = + "inline-flex items-center gap-1.5 px-2.5 py-1.5 rounded-lg text-xs font-medium border border-gray-200 text-gray-400 bg-gray-50 hover:bg-gray-100 hover:border-gray-300 transition-all duration-150 whitespace-nowrap"; + } + + return ( + + ); + }, enableSorting: false, enableHiding: false, }); diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx index eca568f6..87c93918 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx @@ -1,12 +1,14 @@ import { getServerSession } from "next-auth"; import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; import { redirect } from "next/navigation"; -import { eq } from "drizzle-orm"; +import { eq, inArray } from "drizzle-orm"; import LiveTracker from "./LiveTracker"; import { computeLiveTrackerData } from "./transforms"; import { db } from "@/app/db/db"; import { hubspotDealData } from "@/app/db/schema/crm/hubspot_deal_table"; -import type { HubspotDeal } from "./types"; +import { uploadedFiles } from "@/app/db/schema/uploaded_files"; +import type { HubspotDeal, DocStatusMap, DocStatus } from "./types"; +import { EXPECTED_SURVEY_DOC_TYPES } from "./types"; import type { InferSelectModel } from "drizzle-orm"; // ⚠️ ⚠️ ⚠️ HARDCODED COMPANY ID — temporary for testing only. @@ -78,9 +80,43 @@ export default async function LiveReportingPage(props: { console.log("Fetched deals from DB:", rawDeals.length); - const trackerData = computeLiveTrackerData( - rawDeals.map(mapDbRowToHubspotDeal), - ); + const deals = rawDeals.map(mapDbRowToHubspotDeal); + const trackerData = computeLiveTrackerData(deals); + + // ── Fetch survey document status for all properties ───────────────── + const uprnList = deals + .map((d) => d.uprn) + .filter((u): u is string => !!u) + .map((u) => { + try { return BigInt(u); } catch { return null; } + }) + .filter((u): u is bigint => u !== null); + + let docStatusMap: DocStatusMap = {}; + + if (uprnList.length > 0) { + const docRows = await db + .select() + .from(uploadedFiles) + .where(inArray(uploadedFiles.uprn, uprnList)); + + const grouped: Record> = {}; + for (const row of docRows) { + if (row.uprn === null || row.fileType === null) continue; + const key = String(row.uprn); + (grouped[key] ??= new Set()).add(row.fileType); + } + + for (const [uprn, types] of Object.entries(grouped)) { + const presentTypes = Array.from(types); + const status: DocStatus = { + presentTypes, + hasDocs: presentTypes.length > 0, + isComplete: EXPECTED_SURVEY_DOC_TYPES.every((t) => types.has(t)), + }; + docStatusMap[uprn] = status; + } + } return (
@@ -94,7 +130,7 @@ export default async function LiveReportingPage(props: {
- +
); } diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts index f00495bf..c51e7d8b 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts @@ -167,6 +167,7 @@ export type LiveTrackerProps = { projects: ProjectData[]; totalDeals: number; majorConditionDeals: ClassifiedDeal[]; // for Awaab's Law card + docStatusMap: DocStatusMap; }; // ----------------------------------------------------------------------- @@ -186,16 +187,39 @@ export type TableModal = { // ----------------------------------------------------------------------- export type PropertyDocument = { id: string; - s3FileUri: string; - s3JsonUri: string | null; - docType: string; - s3FileUploadTimestamp: string; // ISO string - uprn: string; + s3FileKey: string; // S3 object key — used directly for presigned URL + s3FileBucket: string; // S3 bucket name + docType: string; // fileType enum value + s3UploadTimestamp: string; // ISO string + uprn: string | null; + landlordPropertyId: string | null; }; +// All survey document types expected for a complete survey +export const EXPECTED_SURVEY_DOC_TYPES = [ + "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", +] as const; + +export type DocStatus = { + presentTypes: string[]; + hasDocs: boolean; + isComplete: boolean; // all EXPECTED_SURVEY_DOC_TYPES present +}; + +export type DocStatusMap = Record; // keyed by UPRN string + export type DocumentDrawerState = { open: boolean; uprn: string | null; + landlordPropertyId: string | null; dealname: string | null; }; From 652f5ce4c77921fc28fd91a6f835c726f8135761 Mon Sep 17 00:00:00 2001 From: Jun-te Kim Date: Thu, 2 Apr 2026 09:47:39 +0000 Subject: [PATCH 70/79] added damp and mould to table --- .../db/migrations/0163_cultured_madripoor.sql | 1 + src/app/db/migrations/meta/0163_snapshot.json | 6236 +++++++++++++++++ src/app/db/migrations/meta/_journal.json | 7 + src/app/db/schema/crm/hubspot_deal_table.ts | 1 + 4 files changed, 6245 insertions(+) create mode 100644 src/app/db/migrations/0163_cultured_madripoor.sql create mode 100644 src/app/db/migrations/meta/0163_snapshot.json diff --git a/src/app/db/migrations/0163_cultured_madripoor.sql b/src/app/db/migrations/0163_cultured_madripoor.sql new file mode 100644 index 00000000..7e5a3397 --- /dev/null +++ b/src/app/db/migrations/0163_cultured_madripoor.sql @@ -0,0 +1 @@ +ALTER TABLE "hubspot_deal_data" ADD COLUMN "damp_mould_and_repairs_comments" text; \ No newline at end of file diff --git a/src/app/db/migrations/meta/0163_snapshot.json b/src/app/db/migrations/meta/0163_snapshot.json new file mode 100644 index 00000000..7f1ac305 --- /dev/null +++ b/src/app/db/migrations/meta/0163_snapshot.json @@ -0,0 +1,6236 @@ +{ + "id": "4d768d67-dc33-438a-b9a1-8fdb75008554", + "prevId": "848b8a62-58f6-4c42-841a-3f9d2aff5b58", + "version": "7", + "dialect": "postgresql", + "tables": { + "public.postcode_search": { + "name": "postcode_search", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "serial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "result_data": { + "name": "result_data", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "last_updated_at": { + "name": "last_updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": { + "postcode_search_postcode_unique": { + "name": "postcode_search_postcode_unique", + "nullsNotDistinct": false, + "columns": [ + "postcode" + ] + } + }, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.aspect_condition": { + "name": "aspect_condition", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "element_id": { + "name": "element_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "aspect_type": { + "name": "aspect_type", + "type": "aspect_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "aspect_instance": { + "name": "aspect_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + }, + "value": { + "name": "value", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "quantity": { + "name": "quantity", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "install_date": { + "name": "install_date", + "type": "date", + "primaryKey": false, + "notNull": false + }, + "renewal_year": { + "name": "renewal_year", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "comments": { + "name": "comments", + "type": "text", + "primaryKey": false, + "notNull": false + } + }, + "indexes": {}, + "foreignKeys": { + "aspect_condition_element_id_element_id_fk": { + "name": "aspect_condition_element_id_element_id_fk", + "tableFrom": "aspect_condition", + "tableTo": "element", + "columnsFrom": [ + "element_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.element": { + "name": "element", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "survey_id": { + "name": "survey_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "element_type": { + "name": "element_type", + "type": "element_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "element_instance": { + "name": "element_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": { + "element_survey_id_property_condition_survey_id_fk": { + "name": "element_survey_id_property_condition_survey_id_fk", + "tableFrom": "element", + "tableTo": "property_condition_survey", + "columnsFrom": [ + "survey_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.property_condition_survey": { + "name": "property_condition_survey", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "uprn": { + "name": "uprn", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "date": { + "name": "date", + "type": "date", + "primaryKey": false, + "notNull": true + }, + "source": { + "name": "source", + "type": "text", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.hubspot_company_data": { + "name": "hubspot_company_data", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "company_id": { + "name": "company_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "company_name": { + "name": "company_name", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "group_id": { + "name": "group_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.hubspot_deal_data": { + "name": "hubspot_deal_data", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "deal_id": { + "name": "deal_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "dealname": { + "name": "dealname", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "dealstage": { + "name": "dealstage", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "company_id": { + "name": "company_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "project_code": { + "name": "project_code", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "landlord_property_id": { + "name": "landlord_property_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "listing_id": { + "name": "listing_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "uprn": { + "name": "uprn", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "outcome": { + "name": "outcome", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "outcome_notes": { + "name": "outcome_notes", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_description": { + "name": "major_condition_issue_description", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_photos": { + "name": "major_condition_issue_photos", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_evidence_s3_url": { + "name": "major_condition_issue_evidence_s3_url", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "coordination_status": { + "name": "coordination_status", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "design_status": { + "name": "design_status", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "pashub_link": { + "name": "pashub_link", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "sharepoint_link": { + "name": "sharepoint_link", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "dampmould_growth": { + "name": "dampmould_growth", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "pre_sap": { + "name": "pre_sap", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "coordinator": { + "name": "coordinator", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "mtp_completion_date": { + "name": "mtp_completion_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "mtp_re_model_completion_date": { + "name": "mtp_re_model_completion_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "ioe_v3_completion_date": { + "name": "ioe_v3_completion_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "proposed_measures": { + "name": "proposed_measures", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "approved_package": { + "name": "approved_package", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "designer": { + "name": "designer", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "design_type": { + "name": "design_type", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "design_completion_date": { + "name": "design_completion_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "actual_measures_installed": { + "name": "actual_measures_installed", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "installer": { + "name": "installer", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "installer_handover": { + "name": "installer_handover", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "lodgement_status": { + "name": "lodgement_status", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "measures_lodgement_date": { + "name": "measures_lodgement_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "lodgement_date": { + "name": "lodgement_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "expected_commencement_date": { + "name": "expected_commencement_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "surveyor": { + "name": "surveyor", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "damp_mould_and_repairs_comments": { + "name": "damp_mould_and_repairs_comments", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "confirmed_survey_date": { + "name": "confirmed_survey_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "confirmed_survey_time": { + "name": "confirmed_survey_time", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "surveyed_date": { + "name": "surveyed_date", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.property_status_tracker": { + "name": "property_status_tracker", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "hubspot_deal_id": { + "name": "hubspot_deal_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "property_id": { + "name": "property_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "portfolio_id": { + "name": "portfolio_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": { + "property_status_tracker_property_id_property_id_fk": { + "name": "property_status_tracker_property_id_property_id_fk", + "tableFrom": "property_status_tracker", + "tableTo": "property", + "columnsFrom": [ + "property_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "cascade", + "onUpdate": "no action" + }, + "property_status_tracker_portfolio_id_portfolio_id_fk": { + "name": "property_status_tracker_portfolio_id_portfolio_id_fk", + "tableFrom": "property_status_tracker", + "tableTo": "portfolio", + "columnsFrom": [ + "portfolio_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "cascade", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.energy_assessments": { + "name": "energy_assessments", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "uprn": { + "name": "uprn", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "uprn_source": { + "name": "uprn_source", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "property_type": { + "name": "property_type", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "building_reference_number": { + "name": "building_reference_number", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "current_energy_efficiency": { + "name": "current_energy_efficiency", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "current_energy_rating": { + "name": "current_energy_rating", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "address1": { + "name": "address1", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "address2": { + "name": "address2", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "address3": { + "name": "address3", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "posttown": { + "name": "posttown", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "address": { + "name": "address", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "county": { + "name": "county", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "constituency": { + "name": "constituency", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "constituency_label": { + "name": "constituency_label", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "low_energy_fixed_light_count": { + "name": "low_energy_fixed_light_count", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "construction_age_band": { + "name": "construction_age_band", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "mainheat_energy_eff": { + "name": "mainheat_energy_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "windows_env_eff": { + "name": "windows_env_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "lighting_energy_eff": { + "name": "lighting_energy_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "environment_impact_potential": { + "name": "environment_impact_potential", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "mainheatcont_description": { + "name": "mainheatcont_description", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "sheating_energy_eff": { + "name": "sheating_energy_eff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "local_authority": { + "name": "local_authority", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "local_authority_label": { + "name": "local_authority_label", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "fixed_lighting_outlets_count": { + "name": "fixed_lighting_outlets_count", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "energy_tariff": { + "name": "energy_tariff", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "mechanical_ventilation": { + "name": "mechanical_ventilation", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "solar_water_heating_flag": { + "name": "solar_water_heating_flag", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "co2_emissions_potential": { + "name": "co2_emissions_potential", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "number_heated_rooms": { + "name": "number_heated_rooms", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "floor_description": { + "name": "floor_description", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "energy_consumption_potential": { + "name": "energy_consumption_potential", + "type": "text", + 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"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.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" + ] + }, + "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" + ] + }, + "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 9fee2916..e65e26ee 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1142,6 +1142,13 @@ "when": 1775041844023, "tag": "0162_powerful_paladin", "breakpoints": true + }, + { + "idx": 163, + "version": "7", + "when": 1775123235194, + "tag": "0163_cultured_madripoor", + "breakpoints": true } ] } \ No newline at end of file diff --git a/src/app/db/schema/crm/hubspot_deal_table.ts b/src/app/db/schema/crm/hubspot_deal_table.ts index f28e7f94..4d964760 100644 --- a/src/app/db/schema/crm/hubspot_deal_table.ts +++ b/src/app/db/schema/crm/hubspot_deal_table.ts @@ -44,6 +44,7 @@ export const hubspotDealData = pgTable("hubspot_deal_data", { lodgementDate: timestamp("lodgement_date", { precision: 6, withTimezone: true }), expectedCommencementDate: timestamp("expected_commencement_date", { precision: 6, withTimezone: true }), surveyor: text("surveyor"), + damnpMouldAndRepairComments: text("damp_mould_and_repairs_comments"), confirmedSurveyDate: timestamp("confirmed_survey_date", { precision: 6, withTimezone: true }), confirmedSurveyTime: text("confirmed_survey_time"), SurveyedDate: timestamp("surveyed_date", { precision: 6, withTimezone: true }), From 988bd2ce8f40a0a10cf1fffbbe7cb74ce01ba01e Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Fri, 3 Apr 2026 10:45:51 +0000 Subject: [PATCH 71/79] polishing project reporting ui --- .../live-tracking/property-documents/route.ts | 31 ++-- .../your-projects/live/AnalyticsView.tsx | 7 +- .../live/CompletionTrendsChart.tsx | 49 +++++ .../your-projects/live/DampMouldRiskPanel.tsx | 24 +-- .../your-projects/live/LiveTracker.tsx | 49 ++++- .../your-projects/live/PropertyDrawer.tsx | 175 ++++++++++++------ .../your-projects/live/transforms.ts | 37 ++-- .../(portfolio)/your-projects/live/types.ts | 42 +++-- 8 files changed, 283 insertions(+), 131 deletions(-) diff --git a/src/app/api/live-tracking/property-documents/route.ts b/src/app/api/live-tracking/property-documents/route.ts index 9ebf5963..912dba8e 100644 --- a/src/app/api/live-tracking/property-documents/route.ts +++ b/src/app/api/live-tracking/property-documents/route.ts @@ -1,5 +1,5 @@ import { NextResponse } from "next/server"; -import { eq, or } from "drizzle-orm"; +import { eq } from "drizzle-orm"; import { db } from "@/app/db/db"; import { uploadedFiles } from "@/app/db/schema/uploaded_files"; @@ -16,23 +16,24 @@ export async function GET(req: Request) { } try { - const conditions = []; - - if (uprnParam) { - const uprnBigInt = BigInt(uprnParam); - conditions.push(eq(uploadedFiles.uprn, uprnBigInt)); - } - - if (landlordPropertyIdParam) { - conditions.push( - eq(uploadedFiles.landlordPropertyId, landlordPropertyIdParam), - ); - } + // Prefer UPRN — it's more selective and avoids an OR full-table scan. + // Only fall back to landlordPropertyId when no UPRN is available. + const condition = uprnParam + ? eq(uploadedFiles.uprn, BigInt(uprnParam)) + : eq(uploadedFiles.landlordPropertyId, landlordPropertyIdParam!); const rows = await db - .select() + .select({ + id: uploadedFiles.id, + s3FileKey: uploadedFiles.s3FileKey, + s3FileBucket: uploadedFiles.s3FileBucket, + s3UploadTimestamp: uploadedFiles.s3UploadTimestamp, + fileType: uploadedFiles.fileType, + uprn: uploadedFiles.uprn, + landlordPropertyId: uploadedFiles.landlordPropertyId, + }) .from(uploadedFiles) - .where(conditions.length === 1 ? conditions[0] : or(...conditions)); + .where(condition); const documents = rows.map((row) => ({ id: String(row.id), diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx index 82354691..5aea535d 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx @@ -14,6 +14,7 @@ import type { ClassifiedDeal, TableModal, FunnelStage, + DisplayStage, } from "./types"; // ----------------------------------------------------------------------- @@ -117,8 +118,9 @@ function PipelineFunnel({ }) { const [mode, setMode] = useState<"current" | "cumulative">("cumulative"); + const ALWAYS_VISIBLE: DisplayStage[] = ["At Lodgement", "Project Complete"]; const visibleStages = funnelStages.filter( - (s) => s.currentCount > 0 || s.cumulativeCount > 0, + (s) => s.currentCount > 0 || s.cumulativeCount > 0 || ALWAYS_VISIBLE.includes(s.stage), ); const maxCount = Math.max( @@ -337,8 +339,9 @@ export default function AnalyticsView({ {/* Row 1.5: Completion trends chart */} {/* Row 2: section header */} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx index a3eb7717..9f92ec74 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx @@ -1,6 +1,7 @@ "use client"; import { useState } from "react"; +import { AlertCircle } from "lucide-react"; import { Card, Title, BarChart, Legend } from "@tremor/react"; import { Button } from "@/app/shadcn_components/ui/button"; import { Input } from "@/app/shadcn_components/ui/input"; @@ -16,6 +17,12 @@ interface CompletionTrendsChartProps { deals: ClassifiedDeal[]; isDomnaUser?: boolean; projectCode?: string; + onOpenTable?: ( + stage: string, + deals: ClassifiedDeal[], + columns?: (keyof ClassifiedDeal)[], + columnLabels?: Partial>, + ) => void; } const METRICS = [ @@ -290,6 +297,7 @@ export default function CompletionTrendsChart({ deals, isDomnaUser, projectCode, + onOpenTable, }: CompletionTrendsChartProps) { const [metric, setMetric] = useState(METRICS[0].key); const [targets, setTargets] = useState<{ [week: string]: number }>({}); @@ -305,6 +313,17 @@ export default function CompletionTrendsChart({ const isDesign = metric === "design"; const isStacked = isCoordination || isAssessments || isLodgement || isDesign; + // Assessments from external surveyors (no surveyedDate recorded) + const undatedAssessments = isAssessments + ? deals.filter((d) => { + const o = d.outcome ?? ""; + return ( + (o === "Surveyed" || o === "Surveyed - Pending Upload") && + !d.surveyedDate + ); + }) + : []; + // Compute chart data, categories, and colours in one place let chartData: Record[]; let categories: string[]; @@ -417,6 +436,36 @@ export default function CompletionTrendsChart({ stack={isStacked} customTooltip={ChartTooltip} /> + {isAssessments && undatedAssessments.length > 0 && ( +
+
+ + + {undatedAssessments.length}{" "} + assessment{undatedAssessments.length !== 1 ? "s" : ""} from external surveyors have no date recorded + +
+ {onOpenTable && ( + + )} +
+ )} {isStacked && ( !!d.dampMouldFlag); - const noRisk = risk.surveyFlagCount === 0 && risk.coordinatorFlagCount === 0; @@ -166,14 +164,14 @@ export default function DampMouldRiskPanel({
) : ( <> -
+
onOpenTable( "Damp & Mould — Survey Stage Flags", @@ -189,7 +187,7 @@ export default function DampMouldRiskPanel({ count={risk.coordinatorFlagCount} total={totalDeals} icon={Droplets} - color="orange" + color="red" onClick={() => onOpenTable( "Damp & Mould — Coordination Stage Flags", @@ -199,22 +197,6 @@ export default function DampMouldRiskPanel({ ) } /> - - onOpenTable( - "Damp & Mould — Flagged at Both Stages", - bothFlaggedDeals, - coordColumns, - coordLabels - ) - } - />
{/* Missed risk callout */} 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 5418d158..04086eac 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx @@ -9,9 +9,10 @@ import { TabsTrigger, } from "@/app/shadcn_components/ui/tabs"; import { Card, CardContent } from "@/app/shadcn_components/ui/card"; -import { BarChart2, Table2 } from "lucide-react"; +import { BarChart2, Table2, FolderOpen } from "lucide-react"; import DrillDownTable from "./DrillDownTable"; import PropertyTable from "./PropertyTable"; +import DocumentTable from "./DocumentTable"; import type { HubspotDeal } from "./types"; import PropertyDrawer from "./PropertyDrawer"; import AnalyticsView from "./AnalyticsView"; @@ -30,7 +31,7 @@ export default function LiveTracker({ docStatusMap, }: LiveTrackerProps) { // ── Tab state ──────────────────────────────────────────────────────── - const [activeTab, setActiveTab] = useState<"analytics" | "properties">( + const [activeTab, setActiveTab] = useState<"analytics" | "properties" | "documents">( "analytics", ); @@ -89,7 +90,7 @@ export default function LiveTracker({
setActiveTab(v as "analytics" | "properties")} + onValueChange={(v) => setActiveTab(v as "analytics" | "properties" | "documents")} > {/* Tab bar */} @@ -107,6 +108,13 @@ export default function LiveTracker({ Properties + + + Document Management + {/* Analytics tab */} @@ -158,7 +166,38 @@ export default function LiveTracker({ +
+ + {/* Document Management tab */} + +
+ {projects.length > 1 && ( +
+ Project: + +
+ )} +
@@ -194,7 +233,7 @@ export default function LiveTracker({
{Object.entries(openTable.breakdown).map( ([category, items]) => { - const isCompleted = category.includes("Completed"); + const isCompleted = category.includes("Complete"); const bgColor = isCompleted ? "bg-gradient-to-br from-brandblue/25 to-brandblue/15" : "bg-gradient-to-br from-amber-100/40 to-amber-50/30"; diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx index 0199ada4..dec0cba0 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx @@ -1,11 +1,12 @@ "use client"; import { useQuery } from "@tanstack/react-query"; -import { useState } from "react"; +import { useRef, useState } from "react"; import { motion, AnimatePresence } from "framer-motion"; import { FileDown, FileText, + FileX, Loader2, FolderOpen, X, @@ -20,6 +21,7 @@ import { DrawerDescription, } from "@/app/shadcn_components/ui/drawer"; import type { PropertyDocument } from "./types"; +import { EXPECTED_SURVEY_DOC_TYPES } from "./types"; // Human-readable labels for the main DB fileType enum values const DOC_TYPE_LABELS: Record = { @@ -61,10 +63,10 @@ function DocumentRow({ doc }: { doc: PropertyDocument }) { async function handleDownload() { setSigning(true); try { - const res = await fetch("/api/sign-s3-url", { + const res = await fetch("/api/sign-document-url", { method: "POST", headers: { "Content-Type": "application/json" }, - body: JSON.stringify({ key: doc.s3FileKey }), + body: JSON.stringify({ key: doc.s3FileKey, bucket: doc.s3FileBucket }), }); if (!res.ok) throw new Error("Failed to get signed URL"); const data = await res.json(); @@ -85,33 +87,34 @@ function DocumentRow({ doc }: { doc: PropertyDocument }) { layout initial={{ opacity: 0, y: 4 }} animate={{ opacity: 1, y: 0 }} - className="flex items-center justify-between gap-3 p-3 rounded-lg border border-gray-100 bg-white hover:border-brandblue/20 hover:shadow-sm transition-all duration-150" + className="flex items-center justify-between gap-4 px-4 py-3 rounded-lg border border-gray-100 bg-white hover:border-brandblue/20 hover:shadow-sm transition-all duration-150" > + {/* Left: icon + label + date stacked */}
- {/* Doc type badge */} - - - {label} - +
+ +
+
+

{label}

+

+ {formatDate(doc.s3UploadTimestamp)} +

+
-
- - {formatDate(doc.s3UploadTimestamp)} - - -
+ {/* Right: download button */} + ); } @@ -136,16 +139,19 @@ export default function PropertyDrawer({ }: PropertyDrawerProps) { const canQuery = !!(uprn || landlordPropertyId); const { - data: documents = [], - isLoading, + data: fetchedDocuments = [], + isFetching, isError, } = useQuery({ queryKey: ["property-documents", uprn, landlordPropertyId], queryFn: async () => { const params = new URLSearchParams(); if (uprn) params.set("uprn", uprn); - else if (landlordPropertyId) params.set("landlordPropertyId", landlordPropertyId); - const res = await fetch(`/api/live-tracking/property-documents?${params}`); + else if (landlordPropertyId) + params.set("landlordPropertyId", landlordPropertyId); + const res = await fetch( + `/api/live-tracking/property-documents?${params}`, + ); if (!res.ok) throw new Error("Failed to load documents"); return res.json() as Promise; }, @@ -153,8 +159,17 @@ export default function PropertyDrawer({ staleTime: 30_000, }); + // Keep the last successfully fetched result so the closing animation doesn't + // flash the empty state (the parent nulls out uprn/landlordPropertyId on close, + // which disables the query and resets fetchedDocuments to [] mid-animation). + const lastDocumentsRef = useRef([]); + if (open && !isFetching && !isError) { + lastDocumentsRef.current = fetchedDocuments as PropertyDocument[]; + } + const documents = open ? (fetchedDocuments as PropertyDocument[]) : lastDocumentsRef.current; + // Group docs by category for display - const grouped = (documents as PropertyDocument[]).reduce< + const grouped = documents.reduce< Record >((acc, doc) => { const category = getDocCategory(doc.docType); @@ -164,24 +179,29 @@ export default function PropertyDrawer({ const hasDocuments = documents.length > 0; + const presentTypes = new Set(documents.map((d) => d.docType)); + const missingTypes = EXPECTED_SURVEY_DOC_TYPES.filter( + (t) => !presentTypes.has(t), + ); + return ( !v && onClose()} direction="right"> - + {/* Remove the default drag handle */}
- -
-
- + +
+
+ {dealname ?? "Property Documents"} {uprn ? ( - + UPRN: {uprn} ) : landlordPropertyId ? ( - + Ref: {landlordPropertyId} ) : null} @@ -196,7 +216,7 @@ export default function PropertyDrawer({
- {hasDocuments && !isLoading && ( + {hasDocuments && !isFetching && (
@@ -209,7 +229,7 @@ export default function PropertyDrawer({ {/* Body */}
{/* Loading state */} - {isLoading && ( + {isFetching && (
{[1, 2, 3].map((i) => (
@@ -235,25 +255,43 @@ export default function PropertyDrawer({
)} - {/* Empty state */} - {!isLoading && !isError && !hasDocuments && ( -
-
- + {/* Empty state — shows all missing doc types */} + {!isFetching && !isError && !hasDocuments && ( +
+
+
+ +
+

+ No documents available +

+

+ All {EXPECTED_SURVEY_DOC_TYPES.length} survey documents are + outstanding. +

+
+
+

+ Missing Documents ({missingTypes.length}) +

+ {missingTypes.map((t) => ( +
+ + + {DOC_TYPE_LABELS[t] ?? t} + +
+ ))}
-

- No documents uploaded -

-

- Survey documents will appear here once uploaded for this - property. -

)} {/* Document groups */} - {!isLoading && + {!isFetching && !isError && hasDocuments && Object.entries(grouped).map(([category, docs]) => ( @@ -274,6 +312,35 @@ export default function PropertyDrawer({ ))} + + {/* Missing documents section — shown when some but not all docs are present */} + {!isFetching && + !isError && + hasDocuments && + missingTypes.length > 0 && ( + +

+ Missing Documents ({missingTypes.length}) +

+
+ {missingTypes.map((t) => ( +
+ + + {DOC_TYPE_LABELS[t] ?? t} + +
+ ))} +
+ + )}
{/* Footer */} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts index ab5916c3..d8d6bf3f 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts @@ -94,10 +94,11 @@ function resolveAfterAssessmentStage( // Called when design is UPLOADED — resolves install / lodgement / completed // ----------------------------------------------------------------------- function resolvePostDesignStage(deal: HubspotDeal): DisplayStage { - if (deal.fullLodgementDate) return "Completed"; - if (deal.lodgementStatus) return "Lodgement"; + if (deal.fullLodgementDate) return "Project Complete"; + if (deal.measuresLodgementDate) return "At Post Survey"; + if (deal.lodgementStatus) return "At Lodgement"; if (deal.actualMeasuresInstalled || deal.installerHandover) return "Installation Complete"; - return "Awaiting Install"; + return "Installation in Progress"; } // ----------------------------------------------------------------------- @@ -216,7 +217,7 @@ export function computeProjectProgress( } ); - const completedDeals = stageBuckets["Completed"] ?? []; + const completedDeals = stageBuckets["Project Complete"] ?? []; const completedCount = completedDeals.length; const completedPercentage = nonQueryTotal > 0 ? (completedCount / nonQueryTotal) * 100 : 0; @@ -224,15 +225,16 @@ export function computeProjectProgress( const totalDeals = deals.length; // Coordination phase: - // completed = Design in Progress + Awaiting Install + Installation Complete + Lodgement + Completed + // completed = Design in Progress + Installation in Progress + Installation Complete + At Lodgement + At Post Survey + Project Complete // in progress = Coordination in Progress const coordCompletedDeals = deals.filter((d) => [ "Design in Progress", - "Awaiting Install", + "Installation in Progress", "Installation Complete", - "Lodgement", - "Completed", + "At Lodgement", + "At Post Survey", + "Project Complete", ].includes(d.displayStage) ); const coordInProgressDeals = deals.filter( @@ -252,14 +254,15 @@ export function computeProjectProgress( }; // Design phase: - // completed = Awaiting Install + Installation Complete + Lodgement + Completed + // completed = Installation in Progress + Installation Complete + At Lodgement + At Post Survey + Project Complete // in progress = Design in Progress const designCompletedDeals = deals.filter((d) => [ - "Awaiting Install", + "Installation in Progress", "Installation Complete", - "Lodgement", - "Completed", + "At Lodgement", + "At Post Survey", + "Project Complete", ].includes(d.displayStage) ); const designInProgressDeals = deals.filter( @@ -279,10 +282,10 @@ export function computeProjectProgress( }; // Install phase: - // completed = Lodgement + Completed + // completed = At Lodgement + At Post Survey + Project Complete // in progress = Installation Complete const installCompletedDeals = deals.filter((d) => - ["Lodgement", "Completed"].includes(d.displayStage) + ["At Lodgement", "At Post Survey", "Project Complete"].includes(d.displayStage) ); const installInProgressDeals = deals.filter( (d) => d.displayStage === "Installation Complete" @@ -301,10 +304,10 @@ export function computeProjectProgress( }; // Lodgement phase: - // completed = Completed - // in progress = Lodgement + // completed = At Post Survey + Project Complete + // in progress = At Lodgement const lodgementInProgressDeals = deals.filter( - (d) => d.displayStage === "Lodgement" + (d) => d.displayStage === "At Lodgement" ); const lodgement: WorkPhaseStats = { diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts index c51e7d8b..931413c3 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts @@ -62,10 +62,11 @@ export type DisplayStage = | "Assessment in Progress" | "Coordination in Progress" | "Design in Progress" - | "Awaiting Install" + | "Installation in Progress" | "Installation Complete" - | "Lodgement" - | "Completed" + | "At Lodgement" + | "At Post Survey" + | "Project Complete" | "Queries" | "Unknown Stage"; @@ -249,10 +250,11 @@ export const STAGE_ORDER: DisplayStage[] = [ "Assessment in Progress", "Coordination in Progress", "Design in Progress", - "Awaiting Install", + "Installation in Progress", "Installation Complete", - "Lodgement", - "Completed", + "At Lodgement", + "At Post Survey", + "Project Complete", ]; // ----------------------------------------------------------------------- @@ -275,10 +277,10 @@ export const STAGE_COLORS: Record< dot: "bg-sky-400", }, "Assessment in Progress": { - bg: "bg-violet-50", - text: "text-violet-700", - border: "border-violet-200", - dot: "bg-violet-400", + bg: "bg-blue-100", + text: "text-blue-900", + border: "border-blue-400", + dot: "bg-blue-700", }, "Coordination in Progress": { bg: "bg-indigo-50", @@ -292,11 +294,11 @@ export const STAGE_COLORS: Record< border: "border-blue-200", dot: "bg-blue-400", }, - "Awaiting Install": { - bg: "bg-purple-50", - text: "text-purple-700", - border: "border-purple-200", - dot: "bg-purple-400", + "Installation in Progress": { + bg: "bg-indigo-50", + text: "text-indigo-600", + border: "border-indigo-200", + dot: "bg-indigo-300", }, "Installation Complete": { bg: "bg-teal-50", @@ -304,13 +306,19 @@ export const STAGE_COLORS: Record< border: "border-teal-200", dot: "bg-teal-400", }, - Lodgement: { + "At Lodgement": { bg: "bg-cyan-50", text: "text-cyan-700", border: "border-cyan-200", dot: "bg-cyan-400", }, - Completed: { + "At Post Survey": { + bg: "bg-violet-50", + text: "text-violet-700", + border: "border-violet-200", + dot: "bg-violet-400", + }, + "Project Complete": { bg: "bg-emerald-50", text: "text-emerald-700", border: "border-emerald-200", From ac30e3c13a01ae1590ac306aed5ff28906bbc566 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Sat, 4 Apr 2026 13:35:50 +0000 Subject: [PATCH 72/79] adding portfolio organisation (wip_ --- src/app/db/db.ts | 2 + src/app/db/migrations/meta/_journal.json | 7 + .../settings/PortfolioSettings.tsx | 4 + .../[slug]/(portfolio)/settings/page.tsx | 11 +- .../your-projects/live/AnalyticsView.tsx | 96 +++++-- .../live/CompletionTrendsChart.tsx | 272 +++++++++--------- .../your-projects/live/LiveTracker.tsx | 11 + .../your-projects/live/PropertyTable.tsx | 11 +- .../live/PropertyTableColumns.tsx | 40 +-- .../(portfolio)/your-projects/live/page.tsx | 90 ++++-- 10 files changed, 314 insertions(+), 230 deletions(-) diff --git a/src/app/db/db.ts b/src/app/db/db.ts index 52196123..992e73d7 100644 --- a/src/app/db/db.ts +++ b/src/app/db/db.ts @@ -12,6 +12,7 @@ import * as Relations from "@/app/db/schema/relations"; import * as Users from "@/app/db/schema/users"; import * as CrmSchema from "@/app/db/schema/crm/hubspot_deal_table"; import * as UploadedFilesSchema from "@/app/db/schema/uploaded_files"; +import * as PortfolioOrgSchema from "@/app/db/schema/portfolio_organisation"; export const pool = new Pool({ host: process.env.DB_HOST, @@ -35,6 +36,7 @@ const schema = { ...Users, ...CrmSchema, ...UploadedFilesSchema, + ...PortfolioOrgSchema, }; export const db = drizzle(pool, { diff --git a/src/app/db/migrations/meta/_journal.json b/src/app/db/migrations/meta/_journal.json index 9fee2916..4b628e3e 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1142,6 +1142,13 @@ "when": 1775041844023, "tag": "0162_powerful_paladin", "breakpoints": true + }, + { + "idx": 163, + "version": "7", + "when": 1775309608582, + "tag": "0163_fat_mentallo", + "breakpoints": true } ] } \ No newline at end of file diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/PortfolioSettings.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/PortfolioSettings.tsx index b4935313..169b9657 100644 --- a/src/app/portfolio/[slug]/(portfolio)/settings/PortfolioSettings.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/settings/PortfolioSettings.tsx @@ -35,6 +35,7 @@ import { PortfolioGoal as PortfolioGoalOptions } from "@/app/db/schema/portfolio import { useSession } from "next-auth/react"; import PortfolioPlanTable from "@/app/components/portfolio/measures/PlanTable"; import { UsersPermissionsCard } from "./UsersPermissionsCard"; +import OrganisationLinkCard from "./OrganisationLinkCard"; // dropdown selection component for both goal and status @@ -215,9 +216,11 @@ async function deletePortfolio({ export default function PortfolioSettings({ portfolioId, portfolioSettingsData, + isDomnaUser = false, }: { portfolioId: string; portfolioSettingsData: PortfolioSettingsType; + isDomnaUser?: boolean; }) { // This is a client component so we can access the session directly const session = useSession(); @@ -475,6 +478,7 @@ export default function PortfolioSettings({
+ {isDomnaUser && }
diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/page.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/page.tsx index 67ae43fb..4732c675 100644 --- a/src/app/portfolio/[slug]/(portfolio)/settings/page.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/settings/page.tsx @@ -1,3 +1,5 @@ +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; import { getPortfolioSettings } from "../../utils"; import PortfolioSettings from "./PortfolioSettings"; @@ -8,7 +10,13 @@ export default async function PortfolioSettingsPage( ) { const params = await props.params; const portfolioId = params.slug; - const portfolioSettingsData = await getPortfolioSettings(portfolioId); + + const [portfolioSettingsData, session] = await Promise.all([ + getPortfolioSettings(portfolioId), + getServerSession(AuthOptions), + ]); + + const isDomnaUser = !!session?.user?.email?.endsWith("@domna.homes"); return ( <> @@ -16,6 +24,7 @@ export default async function PortfolioSettingsPage( diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx index 5aea535d..73b3dec2 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/AnalyticsView.tsx @@ -95,6 +95,66 @@ function StatCard({ ); } +// ----------------------------------------------------------------------- +// Per-stage column config for the drill-down table +// ----------------------------------------------------------------------- +type StageTableConfig = { + cols: (keyof ClassifiedDeal)[]; + labels: Partial>; +}; + +const STAGE_TABLE_CONFIG: Record = { + "Booking in Progress": { + cols: ["dealname", "landlordPropertyId", "confirmedSurveyDate", "ioeV1Date"], + labels: { + dealname: "Address", + landlordPropertyId: "Ref", + confirmedSurveyDate: "Confirmed Survey Date", + ioeV1Date: "Expected Commencement", + }, + }, + "Assessment in Progress": { + cols: ["dealname", "landlordPropertyId", "confirmedSurveyDate", "ioeV1Date", "outcome", "coordinator"], + labels: { + dealname: "Address", + landlordPropertyId: "Ref", + confirmedSurveyDate: "Confirmed Survey Date", + ioeV1Date: "Expected Commencement", + outcome: "Outcome", + coordinator: "Surveyor", + }, + }, + "Coordination in Progress": { + cols: ["dealname", "landlordPropertyId", "coordinator", "preSapScore", "coordinationStatus"], + labels: { + dealname: "Address", + landlordPropertyId: "Ref", + coordinator: "Coordinator", + preSapScore: "Pre-SAP Score", + coordinationStatus: "Coordination Status", + }, + }, + "Design in Progress": { + cols: ["dealname", "landlordPropertyId", "designer", "proposedMeasures", "designType"], + labels: { + dealname: "Address", + landlordPropertyId: "Ref", + designer: "Designer", + proposedMeasures: "Proposed Measures", + designType: "Design Type", + }, + }, + _default: { + cols: ["dealname", "landlordPropertyId", "displayStage", "installer"], + labels: { + dealname: "Address", + landlordPropertyId: "Ref", + displayStage: "Stage", + installer: "Installer", + }, + }, +}; + // ----------------------------------------------------------------------- // Pipeline Funnel — rich card rows // ----------------------------------------------------------------------- @@ -116,7 +176,7 @@ function PipelineFunnel({ reason?: string, ) => void; }) { - const [mode, setMode] = useState<"current" | "cumulative">("cumulative"); + const [mode, setMode] = useState<"current" | "cumulative">("current"); const ALWAYS_VISIBLE: DisplayStage[] = ["At Lodgement", "Project Complete"]; const visibleStages = funnelStages.filter( @@ -180,34 +240,10 @@ function PipelineFunnel({ key={s.stage} whileHover={{ scale: 1.01, y: -1 }} transition={{ duration: 0.15 }} - onClick={() => - onOpenTable( - `Pipeline — ${s.stage}`, - deals, - [ - "dealname", - "landlordPropertyId", - "displayStage", - "coordinator", - "designer", - "installer", - ], - { - dealname: "Address", - landlordPropertyId: "Ref", - displayStage: "Stage", - coordinator: "Coordinator", - designer: "Designer", - installer: "Installer", - }, - undefined, - `Pipeline — ${s.stage}`, - mode === "cumulative" - ? `Properties that have reached the "${s.stage}" stage or beyond.` - : `Properties currently at the "${s.stage}" stage.`, - undefined, - ) - } + onClick={() => { + const { cols, labels } = STAGE_TABLE_CONFIG[s.stage] ?? STAGE_TABLE_CONFIG._default; + onOpenTable(`Pipeline — ${s.stage}`, deals, cols, labels); + }} className={`w-full text-left rounded-xl border ${c.border} ${c.bg} p-4 shadow-sm hover:shadow-md transition-shadow`} type="button" > @@ -339,8 +375,6 @@ export default function AnalyticsView({ {/* Row 1.5: Completion trends chart */} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx index 9f92ec74..d869e97b 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/CompletionTrendsChart.tsx @@ -2,9 +2,18 @@ import { useState } from "react"; import { AlertCircle } from "lucide-react"; -import { Card, Title, BarChart, Legend } from "@tremor/react"; -import { Button } from "@/app/shadcn_components/ui/button"; -import { Input } from "@/app/shadcn_components/ui/input"; +import { Card, Title } from "@tremor/react"; +import { + BarChart as RechartsBarChart, + Bar, + XAxis, + YAxis, + CartesianGrid, + Tooltip, + LabelList, + ResponsiveContainer, + Legend as RechartsLegend, +} from "recharts"; import { Select, SelectContent, @@ -15,7 +24,6 @@ import type { ClassifiedDeal } from "./types"; interface CompletionTrendsChartProps { deals: ClassifiedDeal[]; - isDomnaUser?: boolean; projectCode?: string; onOpenTable?: ( stage: string, @@ -45,13 +53,13 @@ const METRICS = [ }, ]; -// Brand colour palette (hex values work directly with Tremor v3 colors prop) +// Brand colour palette const C = { - blue: "#5d6be0", // lighter periwinkle blue - midblue: "#3943b7", // brandmidblue - lightblue: "#8b96e9", // soft pale blue for 3rd series - paleblue: "#b8bef4", // 4th series — replaces brown in bar charts - brown: "#c4a47c", // accent only — trend/target lines + blue: "#5d6be0", + midblue: "#3943b7", + lightblue: "#8b96e9", + paleblue: "#b8bef4", + brown: "#c4a47c", }; function ChartTooltip({ @@ -64,10 +72,13 @@ function ChartTooltip({ label?: string; }) { if (!active || !payload?.length) return null; + // Filter out the internal _total key + const visible = payload.filter((p) => p.name !== "_total"); + if (!visible.length) return null; return (

{label}

- {payload.map((item, i) => ( + {visible.map((item, i) => (
= {}; for (const deal of deals) { if (filter && !filter(deal)) continue; - const date = deal[dateField as keyof ClassifiedDeal] as - | string - | Date - | null; + const date = deal[dateField as keyof ClassifiedDeal] as string | Date | null; if (!date) continue; const d = new Date(date); if (isNaN(d.getTime())) continue; @@ -153,16 +159,14 @@ function aggregateByWeek( })); } -// Coordination: buckets V1 and V2 completions separately function aggregateCoordinationByWeek( deals: ClassifiedDeal[], -): Array<{ week: string; "V1 (MTP)": number; "V2 (Re-model)": number }> { +): Array<{ week: string; "V1 (MTP)": number; "V2 (Re-model)": number; _total: number }> { const v1Counts: Record = {}; const v2Counts: Record = {}; for (const deal of deals) { const status = (deal.coordinationStatus ?? "").toUpperCase(); - if (status.includes("(V1) IOE/MTP COMPLETE") && deal.ioeV1Date) { const d = new Date(deal.ioeV1Date); if (!isNaN(d.getTime())) { @@ -170,7 +174,6 @@ function aggregateCoordinationByWeek( v1Counts[key] = (v1Counts[key] || 0) + 1; } } - if (status.includes("(V2) IOE/MTP COMPLETE") && deal.ioeV2Date) { const d = new Date(deal.ioeV2Date); if (!isNaN(d.getTime())) { @@ -184,17 +187,16 @@ function aggregateCoordinationByWeek( Array.from(new Set([...Object.keys(v1Counts), ...Object.keys(v2Counts)])), ); - return allKeys.map((isoKey) => ({ - week: formatMonday(isoKey), - "V1 (MTP)": v1Counts[isoKey] ?? 0, - "V2 (Re-model)": v2Counts[isoKey] ?? 0, - })); + return allKeys.map((isoKey) => { + const v1 = v1Counts[isoKey] ?? 0; + const v2 = v2Counts[isoKey] ?? 0; + return { week: formatMonday(isoKey), "V1 (MTP)": v1, "V2 (Re-model)": v2, _total: v1 + v2 }; + }); } -// Assessments: Retrofit Assessment vs EPC, keyed by surveyedDate function aggregateAssessmentsByWeek( deals: ClassifiedDeal[], -): Array<{ week: string; "Retrofit Assessment": number; EPC: number }> { +): Array<{ week: string; "Retrofit Assessment": number; EPC: number; _total: number }> { const retrofitCounts: Record = {}; const epcCounts: Record = {}; @@ -204,32 +206,27 @@ function aggregateAssessmentsByWeek( const isEpc = o === "EPC Completed"; if (!isRetrofit && !isEpc) continue; if (!deal.surveyedDate) continue; - const d = new Date(deal.surveyedDate); if (isNaN(d.getTime())) continue; const key = getMondayOfWeek(d); - if (isRetrofit) retrofitCounts[key] = (retrofitCounts[key] || 0) + 1; if (isEpc) epcCounts[key] = (epcCounts[key] || 0) + 1; } const allKeys = fillWeekGaps( - Array.from( - new Set([...Object.keys(retrofitCounts), ...Object.keys(epcCounts)]), - ), + Array.from(new Set([...Object.keys(retrofitCounts), ...Object.keys(epcCounts)])), ); - return allKeys.map((isoKey) => ({ - week: formatMonday(isoKey), - "Retrofit Assessment": retrofitCounts[isoKey] ?? 0, - EPC: epcCounts[isoKey] ?? 0, - })); + return allKeys.map((isoKey) => { + const r = retrofitCounts[isoKey] ?? 0; + const e = epcCounts[isoKey] ?? 0; + return { week: formatMonday(isoKey), "Retrofit Assessment": r, EPC: e, _total: r + e }; + }); } -// Lodgements: Stage 1 vs Lodged Measures function aggregateLodgementsByWeek( deals: ClassifiedDeal[], -): Array<{ week: string; "Stage 1 Lodgement": number; "Lodged Measures": number }> { +): Array<{ week: string; "Stage 1 Lodgement": number; "Lodged Measures": number; _total: number }> { const stageCounts: Record = {}; const measuresCounts: Record = {}; @@ -251,19 +248,16 @@ function aggregateLodgementsByWeek( } const allKeys = fillWeekGaps( - Array.from( - new Set([...Object.keys(stageCounts), ...Object.keys(measuresCounts)]), - ), + Array.from(new Set([...Object.keys(stageCounts), ...Object.keys(measuresCounts)])), ); - return allKeys.map((isoKey) => ({ - week: formatMonday(isoKey), - "Stage 1 Lodgement": stageCounts[isoKey] ?? 0, - "Lodged Measures": measuresCounts[isoKey] ?? 0, - })); + return allKeys.map((isoKey) => { + const s = stageCounts[isoKey] ?? 0; + const m = measuresCounts[isoKey] ?? 0; + return { week: formatMonday(isoKey), "Stage 1 Lodgement": s, "Lodged Measures": m, _total: s + m }; + }); } -// Designs: stacked by design type (Uploaded only) function aggregateDesignsByWeek( deals: ClassifiedDeal[], ): Array> { @@ -275,10 +269,8 @@ function aggregateDesignsByWeek( const d = new Date(deal.designDate); if (isNaN(d.getTime())) continue; const key = getMondayOfWeek(d); - const rawType = deal.designType ?? "Unknown"; const label = DESIGN_TYPE_LABELS[rawType] ?? rawType; - if (!counts[key]) counts[key] = {}; counts[key][label] = (counts[key][label] || 0) + 1; } @@ -286,25 +278,34 @@ function aggregateDesignsByWeek( const allKeys = fillWeekGaps(Object.keys(counts)); return allKeys.map((isoKey) => { const entry: Record = { week: formatMonday(isoKey) }; + let total = 0; for (const label of DESIGN_TYPE_ORDER) { - entry[label] = counts[isoKey]?.[label] ?? 0; + const v = counts[isoKey]?.[label] ?? 0; + entry[label] = v; + total += v; } + entry._total = total; return entry; }); } +// Compute total completed count for metrics that support it +function computeTotalCompleted( + metric: string, + chartData: Record[], + categories: string[], +): number | null { + if (!["bookings", "assessments", "coordination", "design"].includes(metric)) return null; + return chartData.reduce((sum, row) => { + return sum + categories.reduce((s, cat) => s + ((row[cat] as number) || 0), 0); + }, 0); +} + export default function CompletionTrendsChart({ deals, - isDomnaUser, - projectCode, onOpenTable, }: CompletionTrendsChartProps) { const [metric, setMetric] = useState(METRICS[0].key); - const [targets, setTargets] = useState<{ [week: string]: number }>({}); - const [targetInput, setTargetInput] = useState<{ - week: string; - value: string; - }>({ week: "", value: "" }); const selectedMetric = METRICS.find((m) => m.key === metric)!; const isCoordination = metric === "coordination"; @@ -313,18 +314,15 @@ export default function CompletionTrendsChart({ const isDesign = metric === "design"; const isStacked = isCoordination || isAssessments || isLodgement || isDesign; - // Assessments from external surveyors (no surveyedDate recorded) + // External assessments with no date const undatedAssessments = isAssessments ? deals.filter((d) => { const o = d.outcome ?? ""; - return ( - (o === "Surveyed" || o === "Surveyed - Pending Upload") && - !d.surveyedDate - ); + return (o === "Surveyed" || o === "Surveyed - Pending Upload") && !d.surveyedDate; }) : []; - // Compute chart data, categories, and colours in one place + // Build chart data let chartData: Record[]; let categories: string[]; let colors: string[]; @@ -350,33 +348,32 @@ export default function CompletionTrendsChart({ chartData = singleData.map((d) => ({ week: d.week, [selectedMetric.label]: d.value, - ...(targets[d.week] !== undefined ? { Target: targets[d.week] } : {}), })); - categories = [selectedMetric.label, ...(isDomnaUser ? ["Target"] : [])]; - colors = [C.blue, C.brown]; + categories = [selectedMetric.label]; + colors = [C.blue]; } - const handleAddTarget = () => { - if (!targetInput.week || !targetInput.value) return; - setTargets((prev) => ({ - ...prev, - [targetInput.week]: Number(targetInput.value), - })); - setTargetInput({ week: "", value: "" }); - }; + const totalCompleted = computeTotalCompleted(metric, chartData, categories); return ( -
-
- + {/* Header row */} + <div className="flex flex-col sm:flex-row sm:items-start sm:justify-between gap-4 mb-4"> + <div className="flex flex-col gap-2"> + <Title className="text-brandblue text-lg font-bold"> Trends Over Time -

- Switch between metrics to see weekly trends. -

+ {totalCompleted !== null && ( +
+ {totalCompleted} + + {metric === "bookings" ? "booked to date" : "completed to date"} + + ✦ +
+ )}
-
+
- setTargetInput((ti) => ({ ...ti, week: e.target.value })) - } - className="w-32 text-xs" - /> - - setTargetInput((ti) => ({ ...ti, value: e.target.value })) - } - className="w-24 text-xs" - /> - -
- )} - - + {/* Undated external assessments — shown above the chart */} {isAssessments && undatedAssessments.length > 0 && ( -
+
{undatedAssessments.length}{" "} - assessment{undatedAssessments.length !== 1 ? "s" : ""} from external surveyors have no date recorded + external assessment{undatedAssessments.length !== 1 ? "s" : ""} have no date recorded
{onOpenTable && ( @@ -466,11 +420,59 @@ export default function CompletionTrendsChart({ )}
)} + + {/* Chart */} + + + + + + } cursor={{ fill: "rgba(89,107,224,0.06)" }} /> + {categories.map((cat, i) => ( + + {/* For stacked bars: show total on the top (last) bar only via _total. + For non-stacked: show each bar's own value. */} + {i === categories.length - 1 && ( + (v === 0 ? "" : v)} + /> + )} + + ))} + + + + {/* Legend for stacked charts */} {isStacked && ( - ({ + value: cat, + type: "square" as const, + color: colors[i], + }))} /> )} 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 04086eac..502bd71d 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx @@ -15,6 +15,7 @@ import PropertyTable from "./PropertyTable"; import DocumentTable from "./DocumentTable"; import type { HubspotDeal } from "./types"; import PropertyDrawer from "./PropertyDrawer"; +import PropertyDetailDrawer from "./PropertyDetailDrawer"; import AnalyticsView from "./AnalyticsView"; import type { LiveTrackerProps, @@ -53,6 +54,9 @@ export default function LiveTracker({ dealname: null, }); + // ── Property detail drawer ─────────────────────────────────────────── + const [detailDeal, setDetailDeal] = useState(null); + const handleOpenTable = ( stage: string, filteredDeals: ClassifiedDeal[], @@ -166,6 +170,7 @@ export default function LiveTracker({
@@ -302,6 +307,12 @@ export default function LiveTracker({ setDrawerState({ open: false, uprn: null, landlordPropertyId: null, dealname: null }) } /> + + {/* ── Property detail drawer ─────────────────────────────────────── */} + setDetailDeal(null)} + />
); } diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTable.tsx index 4a61021c..ac29be06 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTable.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTable.tsx @@ -38,7 +38,7 @@ import { import { Search, SlidersHorizontal, ChevronLeft, ChevronRight, Download } from "lucide-react"; import { createPropertyTableColumns } from "./PropertyTableColumns"; import { STAGE_ORDER } from "./types"; -import type { ClassifiedDeal, DisplayStage, DocStatusMap } from "./types"; +import type { ClassifiedDeal, DocStatusMap } from "./types"; // Human-readable labels for toggle dropdown const COLUMN_LABELS: Record = { @@ -52,7 +52,6 @@ const COLUMN_LABELS: Record = { approvedPackage: "Approved Package", actualMeasuresInstalled: "Installed Measures", preSapScore: "Pre-SAP", - postSapScore: "Post-SAP", lodgementStatus: "Lodgement Status", designDate: "Design Date", fullLodgementDate: "Lodgement Date", @@ -63,6 +62,7 @@ type DocFilter = "all" | "has_docs" | "incomplete" | "none"; interface PropertyTableProps { data: ClassifiedDeal[]; onOpenDrawer: (uprn: string | null, landlordPropertyId: string | null, dealname: string | null) => void; + onOpenDetail?: (deal: ClassifiedDeal) => void; showDocuments?: boolean; docStatusMap?: DocStatusMap; } @@ -96,7 +96,7 @@ function escapeCell(value: unknown): string { : str; } -export default function PropertyTable({ data, onOpenDrawer, showDocuments = false, docStatusMap = {} }: PropertyTableProps) { +export default function PropertyTable({ data, onOpenDrawer, onOpenDetail, showDocuments = false, docStatusMap = {} }: PropertyTableProps) { const [globalFilter, setGlobalFilter] = useState(""); const [stageFilter, setStageFilter] = useState("all"); const [docFilter, setDocFilter] = useState("all"); @@ -112,7 +112,6 @@ export default function PropertyTable({ data, onOpenDrawer, showDocuments = fals approvedPackage: false, actualMeasuresInstalled: false, preSapScore: false, - postSapScore: false, lodgementStatus: false, designDate: false, fullLodgementDate: false, @@ -137,8 +136,8 @@ export default function PropertyTable({ data, onOpenDrawer, showDocuments = fals }, [data, stageFilter, docFilter, docStatusMap]); const columns = useMemo( - () => createPropertyTableColumns(onOpenDrawer, showDocuments, docStatusMap), - [onOpenDrawer, showDocuments, docStatusMap] + () => createPropertyTableColumns(onOpenDrawer, showDocuments, docStatusMap, onOpenDetail), + [onOpenDrawer, showDocuments, docStatusMap, onOpenDetail] ); const table = useReactTable({ diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx index 07d4e53b..95624183 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx @@ -1,7 +1,7 @@ "use client"; import { ColumnDef } from "@tanstack/react-table"; -import { ArrowUpDown, FileDown, CheckCircle2, AlertCircle, FileX } from "lucide-react"; +import { ArrowUpDown, CheckCircle2, AlertCircle, FileX } from "lucide-react"; import { STAGE_COLORS } from "./types"; import type { ClassifiedDeal, DisplayStage, DocStatusMap } from "./types"; @@ -48,6 +48,7 @@ export function createPropertyTableColumns( onOpenDrawer: (uprn: string | null, landlordPropertyId: string | null, dealname: string | null) => void, showDocuments: boolean = false, docStatusMap: DocStatusMap = {}, + onOpenDetail?: (deal: ClassifiedDeal) => void, ): ColumnDef[] { const columns: ColumnDef[] = [ // ── Address ────────────────────────────────────────────────────────── @@ -57,9 +58,18 @@ export function createPropertyTableColumns( header: ({ column }) => , cell: ({ row }) => (
-

- {row.original.dealname ?? "—"} -

+ {onOpenDetail ? ( + + ) : ( +

+ {row.original.dealname ?? "—"} +

+ )}
), enableHiding: false, @@ -221,28 +231,6 @@ export function createPropertyTableColumns( }, }, - // ── Post-SAP score ─────────────────────────────────────────────────── - { - accessorKey: "postSapScore", - id: "postSapScore", - header: ({ column }) => , - cell: ({ row }) => { - const score = row.original.postSapScore; - if (!score) return —; - const n = Number(score); - const colour = - n >= 70 - ? "text-emerald-700 bg-emerald-50" - : n >= 50 - ? "text-sky-700 bg-sky-50" - : "text-amber-700 bg-amber-50"; - return ( - - {score} - - ); - }, - }, // ── Lodgement status ───────────────────────────────────────────────── { diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx index 87c93918..55da8230 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/page.tsx @@ -7,14 +7,13 @@ import { computeLiveTrackerData } from "./transforms"; import { db } from "@/app/db/db"; import { hubspotDealData } from "@/app/db/schema/crm/hubspot_deal_table"; import { uploadedFiles } from "@/app/db/schema/uploaded_files"; +import { portfolioOrganisation } from "@/app/db/schema/portfolio_organisation"; +import { organisation } from "@/app/db/schema/organisation"; import type { HubspotDeal, DocStatusMap, DocStatus } from "./types"; import { EXPECTED_SURVEY_DOC_TYPES } from "./types"; import type { InferSelectModel } from "drizzle-orm"; - -// ⚠️ ⚠️ ⚠️ HARDCODED COMPANY ID — temporary for testing only. -// TODO: derive this from the portfolio slug once the portfolio↔company mapping exists. -// Do NOT ship this to production without replacing it with the real lookup. -const HARDCODED_COMPANY_ID = "86970043613"; +import { Card, CardContent } from "@/app/shadcn_components/ui/card"; +import { Building2 } from "lucide-react"; type DbDeal = InferSelectModel; @@ -37,25 +36,25 @@ function mapDbRowToHubspotDeal(row: DbDeal): HubspotDeal { designStatus: row.designStatus, pashubLink: row.pashubLink, sharepointLink: row.sharepointLink, - dampMouldFlag: row.dampmouldGrowth, // DB: dampmouldGrowth - preSapScore: row.preSap, // DB: preSap + dampMouldFlag: row.dampmouldGrowth, + preSapScore: row.preSap, coordinator: row.coordinator, - ioeV1Date: row.mtpCompletionDate, // DB: mtpCompletionDate - ioeV2Date: row.mtpReModelCompletionDate, // DB: mtpReModelCompletionDate - ioeV3Date: row.ioeV3CompletionDate, // DB: ioeV3CompletionDate + ioeV1Date: row.mtpCompletionDate, + ioeV2Date: row.mtpReModelCompletionDate, + ioeV3Date: row.ioeV3CompletionDate, proposedMeasures: row.proposedMeasures, approvedPackage: row.approvedPackage, designer: row.designer, - designDate: row.designCompletionDate, // DB: designCompletionDate + designDate: row.designCompletionDate, actualMeasuresInstalled: row.actualMeasuresInstalled, installer: row.installer, installerHandover: row.installerHandover, lodgementStatus: row.lodgementStatus, measuresLodgementDate: row.measuresLodgementDate, - fullLodgementDate: row.lodgementDate, // DB: lodgementDate + fullLodgementDate: row.lodgementDate, confirmedSurveyDate: row.confirmedSurveyDate, - surveyedDate: row.SurveyedDate, // DB: surveyed_date - designType: row.dealType, // DB: design_type + surveyedDate: row.SurveyedDate, + designType: row.dealType, createdAt: row.createdAt, updatedAt: row.updatedAt, }; @@ -64,26 +63,64 @@ function mapDbRowToHubspotDeal(row: DbDeal): HubspotDeal { export default async function LiveReportingPage(props: { params: Promise<{ slug: string }>; }) { - const { slug: _portfolioId } = await props.params; + const { slug: portfolioId } = await props.params; const user = await getServerSession(AuthOptions); if (!user?.user) { - console.error("User not found"); redirect("/"); } - // ⚠️ Using HARDCODED_COMPANY_ID — see constant above before deploying + // Look up the linked organisation for this portfolio + const link = await db + .select({ hubspotCompanyId: organisation.hubspotCompanyId }) + .from(portfolioOrganisation) + .innerJoin(organisation, eq(portfolioOrganisation.organisationId, organisation.id)) + .where(eq(portfolioOrganisation.portfolioId, BigInt(portfolioId))) + .limit(1); + + const pageHeader = ( +
+
Live Projects
+

+ {`Check in on your projects' progress with real-time data updates.`} +

+
+
+ ); + + if (!link.length || !link[0].hubspotCompanyId) { + return ( +
+ {pageHeader} + + +
+ +
+
+

No organisation linked

+

+ A Domna administrator needs to connect this portfolio to an organisation in{" "} + Portfolio Settings before live tracking data can be displayed. +

+
+ + +
+ ); + } + + const companyId = link[0].hubspotCompanyId; + const rawDeals = await db .select() .from(hubspotDealData) - .where(eq(hubspotDealData.companyId, HARDCODED_COMPANY_ID)); - - console.log("Fetched deals from DB:", rawDeals.length); + .where(eq(hubspotDealData.companyId, companyId)); const deals = rawDeals.map(mapDbRowToHubspotDeal); const trackerData = computeLiveTrackerData(deals); - // ── Fetch survey document status for all properties ───────────────── + // Fetch survey document status for all properties const uprnList = deals .map((d) => d.uprn) .filter((u): u is string => !!u) @@ -120,16 +157,7 @@ export default async function LiveReportingPage(props: { return (
-
-
- Live Projects -
-

- {`Check in on your projects' progress with real-time data updates.`} -

-
-
- + {pageHeader}
); From f8e6d7afa2976f5ebced8fa1b3f4c8259cdc89da Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Sat, 4 Apr 2026 13:37:42 +0000 Subject: [PATCH 73/79] added missing files --- src/app/api/organisations/route.ts | 24 + .../[portfolioId]/organisation/route.ts | 94 + src/app/api/sign-document-url/route.ts | 38 + src/app/db/migrations/0163_fat_mentallo.sql | 11 + src/app/db/migrations/meta/0163_snapshot.json | 6311 +++++++++++++++++ src/app/db/schema/portfolio_organisation.ts | 24 + .../settings/OrganisationLinkCard.tsx | 280 + .../your-projects/live/DocumentTable.tsx | 289 + .../live/DocumentTableColumns.tsx | 147 + .../live/PropertyDetailDrawer.tsx | 271 + 10 files changed, 7489 insertions(+) create mode 100644 src/app/api/organisations/route.ts create mode 100644 src/app/api/portfolio/[portfolioId]/organisation/route.ts create mode 100644 src/app/api/sign-document-url/route.ts create mode 100644 src/app/db/migrations/0163_fat_mentallo.sql create mode 100644 src/app/db/migrations/meta/0163_snapshot.json create mode 100644 src/app/db/schema/portfolio_organisation.ts create mode 100644 src/app/portfolio/[slug]/(portfolio)/settings/OrganisationLinkCard.tsx create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTableColumns.tsx create mode 100644 src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx diff --git a/src/app/api/organisations/route.ts b/src/app/api/organisations/route.ts new file mode 100644 index 00000000..8f2f7527 --- /dev/null +++ b/src/app/api/organisations/route.ts @@ -0,0 +1,24 @@ +import { NextRequest, NextResponse } from "next/server"; +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; +import { db } from "@/app/db/db"; +import { organisation } from "@/app/db/schema/organisation"; +import { asc } from "drizzle-orm"; + +export async function GET(_req: NextRequest) { + const session = await getServerSession(AuthOptions); + if (!session?.user?.email?.endsWith("@domna.homes")) { + return NextResponse.json({ error: "Forbidden" }, { status: 403 }); + } + + const rows = await db + .select({ + id: organisation.id, + name: organisation.name, + hubspotCompanyId: organisation.hubspotCompanyId, + }) + .from(organisation) + .orderBy(asc(organisation.name)); + + return NextResponse.json(rows); +} diff --git a/src/app/api/portfolio/[portfolioId]/organisation/route.ts b/src/app/api/portfolio/[portfolioId]/organisation/route.ts new file mode 100644 index 00000000..f6bf22f4 --- /dev/null +++ b/src/app/api/portfolio/[portfolioId]/organisation/route.ts @@ -0,0 +1,94 @@ +import { NextRequest, NextResponse } from "next/server"; +import { getServerSession } from "next-auth"; +import { AuthOptions } from "@/app/api/auth/[...nextauth]/authOptions"; +import { eq } from "drizzle-orm"; +import { db } from "@/app/db/db"; +import { portfolioOrganisation } from "@/app/db/schema/portfolio_organisation"; +import { organisation } from "@/app/db/schema/organisation"; + +function isDomnaUser(email: string | null | undefined): boolean { + return !!email?.endsWith("@domna.homes"); +} + +// GET — fetch the current linked organisation for this portfolio +export async function GET( + _req: NextRequest, + { params }: { params: Promise<{ portfolioId: string }> }, +) { + const { portfolioId } = await params; + + const rows = await db + .select({ + id: organisation.id, + name: organisation.name, + hubspotCompanyId: organisation.hubspotCompanyId, + }) + .from(portfolioOrganisation) + .innerJoin(organisation, eq(portfolioOrganisation.organisationId, organisation.id)) + .where(eq(portfolioOrganisation.portfolioId, BigInt(portfolioId))) + .limit(1); + + return NextResponse.json(rows[0] ?? null); +} + +// POST — connect an organisation to this portfolio (Domna only) +export async function POST( + req: NextRequest, + { params }: { params: Promise<{ portfolioId: string }> }, +) { + const session = await getServerSession(AuthOptions); + if (!isDomnaUser(session?.user?.email)) { + return NextResponse.json({ error: "Forbidden" }, { status: 403 }); + } + + const { portfolioId } = await params; + const body = await req.json(); + const { organisationId } = body as { organisationId: string }; + + if (!organisationId) { + return NextResponse.json({ error: "organisationId required" }, { status: 400 }); + } + + // Upsert: delete any existing link then insert fresh + await db + .delete(portfolioOrganisation) + .where(eq(portfolioOrganisation.portfolioId, BigInt(portfolioId))); + + await db.insert(portfolioOrganisation).values({ + portfolioId: BigInt(portfolioId), + organisationId, + }); + + // Return the newly linked org + const rows = await db + .select({ + id: organisation.id, + name: organisation.name, + hubspotCompanyId: organisation.hubspotCompanyId, + }) + .from(portfolioOrganisation) + .innerJoin(organisation, eq(portfolioOrganisation.organisationId, organisation.id)) + .where(eq(portfolioOrganisation.portfolioId, BigInt(portfolioId))) + .limit(1); + + return NextResponse.json(rows[0] ?? null); +} + +// DELETE — disconnect the organisation from this portfolio (Domna only) +export async function DELETE( + _req: NextRequest, + { params }: { params: Promise<{ portfolioId: string }> }, +) { + const session = await getServerSession(AuthOptions); + if (!isDomnaUser(session?.user?.email)) { + return NextResponse.json({ error: "Forbidden" }, { status: 403 }); + } + + const { portfolioId } = await params; + + await db + .delete(portfolioOrganisation) + .where(eq(portfolioOrganisation.portfolioId, BigInt(portfolioId))); + + return NextResponse.json({ success: true }); +} diff --git a/src/app/api/sign-document-url/route.ts b/src/app/api/sign-document-url/route.ts new file mode 100644 index 00000000..f273e004 --- /dev/null +++ b/src/app/api/sign-document-url/route.ts @@ -0,0 +1,38 @@ +import { NextResponse } from "next/server"; +import { S3Client, GetObjectCommand } from "@aws-sdk/client-s3"; +import { getSignedUrl } from "@aws-sdk/s3-request-presigner"; + +const energyAssessmentsS3 = new S3Client({ + region: process.env.PRESIGN_AWS_REGION, + credentials: { + accessKeyId: process.env.RETROFIT_ENERGY_ASSESSMENTS_AWS_ACCESS_KEY!, + secretAccessKey: process.env.ENERGY_ASSESSMENTS_AWS_SECRET!, + }, +}); + +const retrofitDataS3 = new S3Client({ + region: process.env.RETROFIT_DATA_DEV_REGION, + credentials: { + accessKeyId: process.env.RETROFIT_DATA_DEV_ACCESS_KEY!, + secretAccessKey: process.env.RETROFIT_DATA_DEV_SECRET_KEY!, + }, +}); + +export async function POST(req: Request) { + try { + const { key, bucket } = await req.json(); + if (!key || !bucket) + return NextResponse.json({ error: "Missing key or bucket" }, { status: 400 }); + + const isEnergyAssessments = bucket === process.env.RETROFIT_ENERGY_ASSESSMENTS_BUCKET; + const s3Client = isEnergyAssessments ? energyAssessmentsS3 : retrofitDataS3; + + const command = new GetObjectCommand({ Bucket: bucket, Key: key }); + const signedUrl = await getSignedUrl(s3Client, command, { expiresIn: 1800 }); + + return NextResponse.json({ url: signedUrl }); + } catch (error) { + console.error("Error generating signed URL:", error); + return NextResponse.json({ error: "Failed to sign URL" }, { status: 500 }); + } +} diff --git a/src/app/db/migrations/0163_fat_mentallo.sql b/src/app/db/migrations/0163_fat_mentallo.sql new file mode 100644 index 00000000..3031759f --- /dev/null +++ b/src/app/db/migrations/0163_fat_mentallo.sql @@ -0,0 +1,11 @@ +CREATE TABLE "portfolio_organisation" ( + "id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL, + "portfolio_id" bigint NOT NULL, + "organisation_id" uuid NOT NULL, + "created_at" timestamp (6) with time zone DEFAULT now() NOT NULL, + "updated_at" timestamp (6) with time zone DEFAULT now() NOT NULL, + CONSTRAINT "portfolio_organisation_portfolio_id_unique" UNIQUE("portfolio_id") +); +--> statement-breakpoint +ALTER TABLE "portfolio_organisation" ADD CONSTRAINT "portfolio_organisation_portfolio_id_portfolio_id_fk" FOREIGN KEY ("portfolio_id") REFERENCES "public"."portfolio"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "portfolio_organisation" ADD CONSTRAINT "portfolio_organisation_organisation_id_organisation_id_fk" FOREIGN KEY ("organisation_id") REFERENCES "public"."organisation"("id") ON DELETE cascade ON UPDATE no action; \ No newline at end of file diff --git a/src/app/db/migrations/meta/0163_snapshot.json b/src/app/db/migrations/meta/0163_snapshot.json new file mode 100644 index 00000000..33c2c689 --- /dev/null +++ b/src/app/db/migrations/meta/0163_snapshot.json @@ -0,0 +1,6311 @@ +{ + "id": "57226b46-c2f5-478d-83ea-53b233df9925", + "prevId": "848b8a62-58f6-4c42-841a-3f9d2aff5b58", + "version": "7", + "dialect": "postgresql", + "tables": { + "public.postcode_search": { + "name": "postcode_search", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "serial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "result_data": { + "name": "result_data", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "last_updated_at": { + "name": "last_updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": { + "postcode_search_postcode_unique": { + "name": "postcode_search_postcode_unique", + "nullsNotDistinct": false, + "columns": [ + "postcode" + ] + } + }, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.aspect_condition": { + "name": "aspect_condition", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "element_id": { + "name": "element_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "aspect_type": { + "name": "aspect_type", + "type": "aspect_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "aspect_instance": { + "name": "aspect_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + }, + "value": { + "name": "value", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "quantity": { + "name": "quantity", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "install_date": { + "name": "install_date", + "type": "date", + "primaryKey": false, + "notNull": false + }, + "renewal_year": { + "name": "renewal_year", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "comments": { + "name": "comments", + "type": "text", + "primaryKey": false, + "notNull": false + } + }, + "indexes": {}, + "foreignKeys": { + "aspect_condition_element_id_element_id_fk": { + "name": "aspect_condition_element_id_element_id_fk", + "tableFrom": "aspect_condition", + "tableTo": "element", + "columnsFrom": [ + "element_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.element": { + "name": "element", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "survey_id": { + "name": "survey_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "element_type": { + "name": "element_type", + "type": "element_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "element_instance": { + "name": "element_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": { + "element_survey_id_property_condition_survey_id_fk": { + "name": "element_survey_id_property_condition_survey_id_fk", + "tableFrom": "element", + "tableTo": "property_condition_survey", + "columnsFrom": [ + "survey_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.property_condition_survey": { + "name": "property_condition_survey", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "uprn": { + "name": "uprn", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "date": { + "name": "date", + "type": "date", + "primaryKey": false, + "notNull": true + }, + "source": { + "name": "source", + "type": "text", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.hubspot_company_data": { + "name": "hubspot_company_data", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "company_id": { + "name": "company_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "company_name": { + "name": "company_name", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "group_id": { + "name": "group_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp (6) with time zone", + "primaryKey": 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"marketing_opt_in_at": { + "name": "marketing_opt_in_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": false + }, + "first_name": { + "name": "first_name", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "last_name": { + "name": "last_name", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": { + "user_profiles_user_id_user_id_fk": { + "name": "user_profiles_user_id_user_id_fk", + "tableFrom": "user_profiles", + "tableTo": "user", + "columnsFrom": [ + "user_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "cascade", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.verificationToken": { + "name": "verificationToken", + "schema": "", + "columns": { + "identifier": { + "name": "identifier", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "token": { + "name": "token", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "expires": { + "name": "expires", + "type": "timestamp", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": { + "verificationToken_identifier_token_pk": { + "name": "verificationToken_identifier_token_pk", + "columns": [ + "identifier", + "token" + ] + } + }, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.whlg": { + "name": "whlg", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + } + }, + "enums": { + "public.aspect_type": { + "name": "aspect_type", + "schema": "public", + "values": [ + "material", + "condition", + "type", + "area", + "configuration", + "presence", + "risk", + "severity", + "location", + "finish", + "insulation", + "pointing", + "spalling", + "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.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" + ] + }, + "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" + ] + }, + "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/schema/portfolio_organisation.ts b/src/app/db/schema/portfolio_organisation.ts new file mode 100644 index 00000000..246e3e49 --- /dev/null +++ b/src/app/db/schema/portfolio_organisation.ts @@ -0,0 +1,24 @@ +import { pgTable, bigint, uuid, timestamp } from "drizzle-orm/pg-core"; +import { portfolio } from "./portfolio"; +import { organisation } from "./organisation"; +import { InferModel } from "drizzle-orm"; + +export const portfolioOrganisation = pgTable("portfolio_organisation", { + id: uuid("id").defaultRandom().primaryKey(), + portfolioId: bigint("portfolio_id", { mode: "bigint" }) + .notNull() + .references(() => portfolio.id, { onDelete: "cascade" }) + .unique(), // one organisation per portfolio + organisationId: uuid("organisation_id") + .notNull() + .references(() => organisation.id, { onDelete: "cascade" }), + createdAt: timestamp("created_at", { precision: 6, withTimezone: true }) + .defaultNow() + .notNull(), + updatedAt: timestamp("updated_at", { precision: 6, withTimezone: true }) + .defaultNow() + .notNull(), +}); + +export type PortfolioOrganisation = InferModel; +export type NewPortfolioOrganisation = InferModel; diff --git a/src/app/portfolio/[slug]/(portfolio)/settings/OrganisationLinkCard.tsx b/src/app/portfolio/[slug]/(portfolio)/settings/OrganisationLinkCard.tsx new file mode 100644 index 00000000..176047c3 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/settings/OrganisationLinkCard.tsx @@ -0,0 +1,280 @@ +"use client"; + +import { useState, useMemo } from "react"; +import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query"; +import { Building2, CheckCircle2, Link2, Link2Off, AlertTriangle, Search } from "lucide-react"; +import { Button } from "@/app/shadcn_components/ui/button"; +import { Input } from "@/app/shadcn_components/ui/input"; +import { + Dialog, + DialogContent, + DialogTitle, + DialogFooter, +} from "@/app/shadcn_components/ui/dialog"; + +type OrgSummary = { + id: string; + name: string | null; + hubspotCompanyId: string | null; +}; + +async function fetchCurrentOrg(portfolioId: string): Promise { + const res = await fetch(`/api/portfolio/${portfolioId}/organisation`); + if (!res.ok) throw new Error("Failed to fetch linked organisation"); + return res.json(); +} + +async function fetchAllOrgs(): Promise { + const res = await fetch("/api/organisations"); + if (!res.ok) throw new Error("Failed to fetch organisations"); + return res.json(); +} + +export default function OrganisationLinkCard({ portfolioId }: { portfolioId: string }) { + const queryClient = useQueryClient(); + + const [connectOpen, setConnectOpen] = useState(false); + const [disconnectOpen, setDisconnectOpen] = useState(false); + const [selectedOrgId, setSelectedOrgId] = useState(null); + const [searchQuery, setSearchQuery] = useState(""); + const [confirmed, setConfirmed] = useState(false); + + // Current linked org + const { data: currentOrg, isLoading: loadingCurrent } = useQuery({ + queryKey: ["portfolio-org", portfolioId], + queryFn: () => fetchCurrentOrg(portfolioId), + }); + + // All orgs — only fetched when connect modal is open + const { data: allOrgs = [], isLoading: loadingOrgs } = useQuery({ + queryKey: ["all-organisations"], + queryFn: fetchAllOrgs, + enabled: connectOpen, + }); + + const connectMutation = useMutation({ + mutationFn: async (organisationId: string) => { + const res = await fetch(`/api/portfolio/${portfolioId}/organisation`, { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ organisationId }), + }); + if (!res.ok) throw new Error("Failed to connect organisation"); + return res.json(); + }, + onSuccess: () => { + queryClient.invalidateQueries({ queryKey: ["portfolio-org", portfolioId] }); + setConnectOpen(false); + setSelectedOrgId(null); + setConfirmed(false); + setSearchQuery(""); + }, + }); + + const disconnectMutation = useMutation({ + mutationFn: async () => { + const res = await fetch(`/api/portfolio/${portfolioId}/organisation`, { + method: "DELETE", + }); + if (!res.ok) throw new Error("Failed to disconnect organisation"); + return res.json(); + }, + onSuccess: () => { + queryClient.invalidateQueries({ queryKey: ["portfolio-org", portfolioId] }); + setDisconnectOpen(false); + }, + }); + + const filteredOrgs = useMemo( + () => + allOrgs.filter((o) => + (o.name ?? "").toLowerCase().includes(searchQuery.toLowerCase()), + ), + [allOrgs, searchQuery], + ); + + const selectedOrg = allOrgs.find((o) => o.id === selectedOrgId) ?? null; + + return ( +
+ {/* Header */} +
+
+ +
+
+

Organisation Link

+

+ Connect this portfolio to an organisation to enable live project tracking +

+
+
+ + {/* Body */} +
+ {loadingCurrent ? ( +
+ ) : currentOrg ? ( +
+
+ +
+

{currentOrg.name ?? "Unnamed organisation"}

+

+ Connected · HubSpot ID: {currentOrg.hubspotCompanyId ?? "—"} +

+
+
+
+ + +
+
+ ) : ( +
+
+
+ +
+

No organisation linked

+
+ +
+ )} +
+ + {/* ── Connect modal ─────────────────────────────────────────────── */} + { setConnectOpen(v); if (!v) { setSelectedOrgId(null); setConfirmed(false); setSearchQuery(""); } }}> + + Connect Organisation + + {/* Search */} +
+ + setSearchQuery(e.target.value)} + placeholder="Search organisations…" + className="pl-9 h-9 text-sm border-gray-200" + /> +
+ + {/* Org list */} +
+ {loadingOrgs ? ( +
Loading…
+ ) : filteredOrgs.length === 0 ? ( +
No organisations found
+ ) : ( + filteredOrgs.map((org) => ( + + )) + )} +
+ + {/* Warning */} +
+ +

+ Viewers of this portfolio will be able to see live project tracking data associated with the selected organisation. +

+
+ + {/* Confirmation checkbox */} + + + + + + + + + + {/* ── Disconnect confirm dialog ──────────────────────────────────── */} + + + Disconnect organisation? +

+ Are you sure you want to disconnect{" "} + {currentOrg?.name ?? "this organisation"}? + Live project tracking data will no longer be visible to portfolio viewers. +

+ + + + + + +
+ ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx new file mode 100644 index 00000000..b89ba9b1 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTable.tsx @@ -0,0 +1,289 @@ +"use client"; + +import { useMemo, useState } from "react"; +import { + useReactTable, + getCoreRowModel, + getFilteredRowModel, + getSortedRowModel, + getPaginationRowModel, + flexRender, + type SortingState, + type PaginationState, +} from "@tanstack/react-table"; +import { + Table, + TableBody, + TableCell, + TableHead, + TableHeader, + TableRow, +} from "@/app/shadcn_components/ui/table"; +import { Input } from "@/app/shadcn_components/ui/input"; +import { + Select, + SelectContent, + SelectItem, + SelectTrigger, +} from "@/app/shadcn_components/ui/select"; +import { Search, ChevronLeft, ChevronRight, Download } from "lucide-react"; +import { createDocumentTableColumns } from "./DocumentTableColumns"; +import type { ClassifiedDeal, DocStatusMap } from "./types"; + +type SurveyStatusFilter = "all" | "none" | "partial" | "complete"; + +interface DocumentTableProps { + data: ClassifiedDeal[]; + onOpenDrawer: (uprn: string | null, landlordPropertyId: string | null, dealname: string | null) => void; + docStatusMap: DocStatusMap; +} + +function escapeCell(value: unknown): string { + if (value === null || value === undefined) return ""; + const str = + value instanceof Date + ? value.toLocaleDateString("en-GB") + : String(value); + return str.includes(",") || str.includes('"') || str.includes("\n") + ? `"${str.replace(/"/g, '""')}"` + : str; +} + +export default function DocumentTable({ data, onOpenDrawer, docStatusMap }: DocumentTableProps) { + const [globalFilter, setGlobalFilter] = useState(""); + const [surveyStatusFilter, setSurveyStatusFilter] = useState("all"); + const [sorting, setSorting] = useState([]); + const [pagination, setPagination] = useState({ + pageIndex: 0, + pageSize: 25, + }); + + 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; + return true; + }); + }, [data, surveyStatusFilter, docStatusMap]); + + const columns = useMemo( + () => createDocumentTableColumns(onOpenDrawer, docStatusMap), + [onOpenDrawer, docStatusMap], + ); + + const table = useReactTable({ + data: filteredData, + columns, + state: { globalFilter, sorting, pagination }, + onGlobalFilterChange: setGlobalFilter, + onSortingChange: setSorting, + onPaginationChange: setPagination, + getCoreRowModel: getCoreRowModel(), + getFilteredRowModel: getFilteredRowModel(), + getSortedRowModel: getSortedRowModel(), + getPaginationRowModel: getPaginationRowModel(), + globalFilterFn: "includesString", + }); + + const downloadCsv = () => { + const rows = table.getFilteredRowModel().rows; + const header = "Address,Landlord ID,Survey Status"; + const body = rows + .map((row) => { + const status = row.original.uprn ? docStatusMap[row.original.uprn] : undefined; + const surveyStatus = status?.isComplete + ? "Complete" + : status?.hasDocs + ? "Partial" + : "No Docs"; + return [ + escapeCell(row.original.dealname), + escapeCell(row.original.landlordPropertyId), + surveyStatus, + ].join(","); + }) + .join("\n"); + const blob = new Blob([header + "\n" + body], { type: "text/csv;charset=utf-8;" }); + const url = URL.createObjectURL(blob); + const a = document.createElement("a"); + a.href = url; + a.download = "document-management.csv"; + a.click(); + URL.revokeObjectURL(url); + }; + + const pageCount = table.getPageCount(); + 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", + }; + + return ( +
+ {/* Toolbar */} +
+ {/* Search */} +
+ + { + setGlobalFilter(e.target.value); + setPagination((p) => ({ ...p, pageIndex: 0 })); + }} + placeholder="Search address, landlord ID…" + className="pl-9 h-9 text-sm border-gray-200 focus:border-brandblue/40 focus:ring-brandblue/20" + /> +
+ + {/* Survey status filter */} + + + {/* Download CSV */} + +
+ + {/* Result count */} +

+ Showing{" "} + + {Math.min( + table.getState().pagination.pageSize, + totalFiltered - table.getState().pagination.pageIndex * table.getState().pagination.pageSize, + )} + {" "} + of{" "} + {totalFiltered}{" "} + {surveyStatusFilter !== "all" ? `(${surveyStatusLabel[surveyStatusFilter].toLowerCase()}) ` : ""} + propert{totalFiltered === 1 ? "y" : "ies"} +

+ + {/* Table */} +
+
+
+ + {table.getHeaderGroups().map((headerGroup) => ( + + {headerGroup.headers.map((header) => ( + + {header.isPlaceholder + ? null + : flexRender(header.column.columnDef.header, header.getContext())} + + ))} + + ))} + + + {table.getRowModel().rows.length ? ( + table.getRowModel().rows.map((row, i) => ( + + {row.getVisibleCells().map((cell) => ( + + {flexRender(cell.column.columnDef.cell, cell.getContext())} + + ))} + + )) + ) : ( + + + No properties match the current filters. + + + )} + +
+
+
+ + {/* Pagination */} + {pageCount > 1 && ( +
+
+ Rows per page: + +
+ +
+ + Page {currentPage} of {pageCount} + +
+ + +
+
+
+ )} +
+ ); +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTableColumns.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTableColumns.tsx new file mode 100644 index 00000000..f88514da --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DocumentTableColumns.tsx @@ -0,0 +1,147 @@ +"use client"; + +import { ColumnDef } from "@tanstack/react-table"; +import { ArrowUpDown, CheckCircle2, AlertCircle, FileX } from "lucide-react"; +import type { ClassifiedDeal, DocStatusMap, DocStatus } from "./types"; + +function SortableHeader({ + label, + column, +}: { + label: string; + column: { toggleSorting: (desc: boolean) => void; getIsSorted: () => false | "asc" | "desc" }; +}) { + return ( + + ); +} + +function SurveyStatusBadge({ status }: { status: DocStatus | undefined }) { + if (status?.isComplete) { + return ( + + + Complete + + ); + } + if (status?.hasDocs) { + return ( + + + Partial + + ); + } + return ( + + + No Docs + + ); +} + +export function createDocumentTableColumns( + onOpenDrawer: (uprn: string | null, landlordPropertyId: string | null, dealname: string | null) => void, + docStatusMap: DocStatusMap = {}, +): ColumnDef[] { + return [ + // ── Address ────────────────────────────────────────────────────────── + { + accessorKey: "dealname", + id: "dealname", + header: ({ column }) => , + cell: ({ row }) => ( +
+

+ {row.original.dealname ?? "—"} +

+
+ ), + enableHiding: false, + }, + + // ── Landlord ID ────────────────────────────────────────────────────── + { + accessorKey: "landlordPropertyId", + id: "landlordPropertyId", + header: ({ column }) => , + cell: ({ row }) => ( + + {row.original.landlordPropertyId ?? "—"} + + ), + enableHiding: false, + }, + + // ── Survey Status ───────────────────────────────────────────────────── + { + id: "surveyStatus", + accessorFn: (row) => { + const status = row.uprn ? docStatusMap[row.uprn] : undefined; + if (status?.isComplete) return 2; + if (status?.hasDocs) return 1; + return 0; + }, + header: ({ column }) => , + cell: ({ row }) => { + const status = row.original.uprn ? docStatusMap[row.original.uprn] : undefined; + return ; + }, + enableHiding: false, + }, + + // ── Documents button ───────────────────────────────────────────────── + { + id: "documents", + header: () => ( + Docs + ), + cell: ({ row }) => { + const uprn = row.original.uprn ?? ""; + const status = uprn ? docStatusMap[uprn] : undefined; + + let icon: React.ReactNode; + let className: string; + + if (status?.isComplete) { + 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) { + 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"; + } else { + icon = ; + className = + "inline-flex items-center gap-1.5 px-2.5 py-1.5 rounded-lg text-xs font-medium border border-gray-200 text-gray-400 bg-gray-50 hover:bg-gray-100 hover:border-gray-300 transition-all duration-150 whitespace-nowrap"; + } + + return ( + + ); + }, + enableSorting: false, + enableHiding: false, + }, + ]; +} diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx new file mode 100644 index 00000000..cbe9c9d4 --- /dev/null +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDetailDrawer.tsx @@ -0,0 +1,271 @@ +"use client"; + +import { motion, AnimatePresence } from "framer-motion"; +import { X, CheckCircle2, Circle, AlertTriangle } from "lucide-react"; +import { + Drawer, + DrawerClose, + DrawerContent, + DrawerHeader, + DrawerTitle, + DrawerDescription, +} from "@/app/shadcn_components/ui/drawer"; +import { STAGE_COLORS } from "./types"; +import type { ClassifiedDeal } from "./types"; + +// ----------------------------------------------------------------------- +// Milestone definitions — ordered pipeline steps with their date fields +// ----------------------------------------------------------------------- +const MILESTONES: { label: string; field: keyof ClassifiedDeal; sublabel?: string }[] = [ + { label: "Booking Confirmed", field: "confirmedSurveyDate" }, + { label: "Assessment Completed", field: "surveyedDate" }, + { label: "Coordination (V1)", field: "ioeV1Date", sublabel: "IOE/MTP V1" }, + { label: "Coordination (V2)", field: "ioeV2Date", sublabel: "IOE/MTP V2" }, + { label: "Design Completed", field: "designDate" }, + { label: "Measures Lodged", field: "measuresLodgementDate" }, + { label: "Stage 1 Lodgement", field: "fullLodgementDate" }, +]; + +function formatDate(d: Date | string | null | undefined): string | null { + if (!d) return null; + try { + return new Date(d).toLocaleDateString("en-GB", { + day: "numeric", + month: "short", + year: "numeric", + }); + } catch { + return null; + } +} + +// ----------------------------------------------------------------------- +// Mini info row +// ----------------------------------------------------------------------- +function InfoRow({ label, value }: { label: string; value: React.ReactNode }) { + if (!value) return null; + return ( +
+ {label} + {value} +
+ ); +} + +// ----------------------------------------------------------------------- +// Stage badge +// ----------------------------------------------------------------------- +function StageBadge({ stage }: { stage: ClassifiedDeal["displayStage"] }) { + const c = STAGE_COLORS[stage] ?? STAGE_COLORS["Unknown Stage"]; + return ( + + + {stage} + + ); +} + +// ----------------------------------------------------------------------- +// Vertical milestone timeline +// ----------------------------------------------------------------------- +function MilestoneTimeline({ deal }: { deal: ClassifiedDeal }) { + const milestones = MILESTONES.map((m) => ({ + ...m, + date: formatDate(deal[m.field] as Date | string | null), + })); + + // Find last completed index + const lastCompletedIdx = milestones.reduce((acc, m, i) => (m.date ? i : acc), -1); + + return ( +
+ {milestones.map((m, i) => { + const completed = !!m.date; + const isLast = i === milestones.length - 1; + + return ( +
+ {/* Left: dot + connecting line */} +
+
+ {completed ? ( + + ) : ( + + )} +
+ {!isLast && ( +
+ )} +
+ + {/* Right: label + date */} +
+
+
+

+ {m.label} +

+ {m.sublabel && ( +

{m.sublabel}

+ )} +
+ {m.date ? ( + + {m.date} + + ) : ( + Pending + )} +
+
+
+ ); + })} +
+ ); +} + +// ----------------------------------------------------------------------- +// PropertyDetailDrawer — main component +// ----------------------------------------------------------------------- +interface PropertyDetailDrawerProps { + deal: ClassifiedDeal | null; + onClose: () => void; +} + +export default function PropertyDetailDrawer({ deal, onClose }: PropertyDetailDrawerProps) { + const open = !!deal; + + return ( + !v && onClose()} direction="right"> + +
+ + {deal && ( + <> + {/* Header */} + +
+
+ + {deal.dealname ?? "Property Details"} + +
+ + {deal.landlordPropertyId && ( + + {deal.landlordPropertyId} + + )} + {deal.projectCode && ( + + {deal.projectCode} + + )} +
+
+ + + +
+ + + + {/* Scrollable body */} +
+ + {/* Damp & mould alert */} + {(deal.dampMouldFlag || deal.majorConditionIssuePhotosS3) && ( +
+ +
+

Damp & Mould Flag

+ {deal.dampMouldFlag && ( +

{deal.dampMouldFlag}

+ )} + {deal.majorConditionIssueDescription && ( +

{deal.majorConditionIssueDescription}

+ )} +
+
+ )} + + {/* Key details */} +
+

Property Details

+
+ + + + {deal.preSapScore} + : null + } + /> + + {deal.outcomeNotes && ( + + )} + + + +
+
+ + {/* Measures */} + {(deal.proposedMeasures || deal.approvedPackage || deal.actualMeasuresInstalled) && ( +
+

Measures

+
+ + + + +
+
+ )} + + {/* Timeline */} +
+

Project Timeline

+ +
+
+ + {/* Footer */} +
+ {deal.uprn && ( +

UPRN: {deal.uprn}

+ )} +
+ + )} + + + ); +} From 06cfdf6689f0d46898b8218d8b8b32e8cb9ab3b3 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Sat, 4 Apr 2026 13:40:33 +0000 Subject: [PATCH 74/79] added migration files --- src/app/db/migrations/0164_high_sumo.sql | 11 + src/app/db/migrations/meta/0164_snapshot.json | 6317 +++++++++++++++++ src/app/db/migrations/meta/_journal.json | 9 +- 3 files changed, 6336 insertions(+), 1 deletion(-) create mode 100644 src/app/db/migrations/0164_high_sumo.sql create mode 100644 src/app/db/migrations/meta/0164_snapshot.json diff --git a/src/app/db/migrations/0164_high_sumo.sql b/src/app/db/migrations/0164_high_sumo.sql new file mode 100644 index 00000000..3031759f --- /dev/null +++ b/src/app/db/migrations/0164_high_sumo.sql @@ -0,0 +1,11 @@ +CREATE TABLE "portfolio_organisation" ( + "id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL, + "portfolio_id" bigint NOT NULL, + "organisation_id" uuid NOT NULL, + "created_at" timestamp (6) with time zone DEFAULT now() NOT NULL, + "updated_at" timestamp (6) with time zone DEFAULT now() NOT NULL, + CONSTRAINT "portfolio_organisation_portfolio_id_unique" UNIQUE("portfolio_id") +); +--> statement-breakpoint +ALTER TABLE "portfolio_organisation" ADD CONSTRAINT "portfolio_organisation_portfolio_id_portfolio_id_fk" FOREIGN KEY ("portfolio_id") REFERENCES "public"."portfolio"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint +ALTER TABLE "portfolio_organisation" ADD CONSTRAINT "portfolio_organisation_organisation_id_organisation_id_fk" FOREIGN KEY ("organisation_id") REFERENCES "public"."organisation"("id") ON DELETE cascade ON UPDATE no action; \ No newline at end of file diff --git a/src/app/db/migrations/meta/0164_snapshot.json b/src/app/db/migrations/meta/0164_snapshot.json new file mode 100644 index 00000000..392efb83 --- /dev/null +++ b/src/app/db/migrations/meta/0164_snapshot.json @@ -0,0 +1,6317 @@ +{ + "id": "bd9ab2b2-e925-4e12-9cbf-68b917607d83", + "prevId": "4d768d67-dc33-438a-b9a1-8fdb75008554", + "version": "7", + "dialect": "postgresql", + "tables": { + "public.postcode_search": { + "name": "postcode_search", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "serial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "result_data": { + "name": "result_data", + "type": "jsonb", + "primaryKey": false, + "notNull": true + }, + "created_at": { + "name": "created_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "last_updated_at": { + "name": "last_updated_at", + "type": "timestamp", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": { + "postcode_search_postcode_unique": { + "name": "postcode_search_postcode_unique", + "nullsNotDistinct": false, + "columns": [ + "postcode" + ] + } + }, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.aspect_condition": { + "name": "aspect_condition", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "element_id": { + "name": "element_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "aspect_type": { + "name": "aspect_type", + "type": "aspect_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "aspect_instance": { + "name": "aspect_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + }, + "value": { + "name": "value", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "quantity": { + "name": "quantity", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "install_date": { + "name": "install_date", + "type": "date", + "primaryKey": false, + "notNull": false + }, + "renewal_year": { + "name": "renewal_year", + "type": "integer", + "primaryKey": false, + "notNull": false + }, + "comments": { + "name": "comments", + "type": "text", + "primaryKey": false, + "notNull": false + } + }, + "indexes": {}, + "foreignKeys": { + "aspect_condition_element_id_element_id_fk": { + "name": "aspect_condition_element_id_element_id_fk", + "tableFrom": "aspect_condition", + "tableTo": "element", + "columnsFrom": [ + "element_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.element": { + "name": "element", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "survey_id": { + "name": "survey_id", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "element_type": { + "name": "element_type", + "type": "element_type", + "typeSchema": "public", + "primaryKey": false, + "notNull": true + }, + "element_instance": { + "name": "element_instance", + "type": "integer", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": { + "element_survey_id_property_condition_survey_id_fk": { + "name": "element_survey_id_property_condition_survey_id_fk", + "tableFrom": "element", + "tableTo": "property_condition_survey", + "columnsFrom": [ + "survey_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "no action", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.property_condition_survey": { + "name": "property_condition_survey", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "uprn": { + "name": "uprn", + "type": "bigint", + "primaryKey": false, + "notNull": true + }, + "date": { + "name": "date", + "type": "date", + "primaryKey": false, + "notNull": true + }, + "source": { + "name": "source", + "type": "text", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.hubspot_company_data": { + "name": "hubspot_company_data", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "company_id": { + "name": "company_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "company_name": { + "name": "company_name", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "group_id": { + "name": "group_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "created_at": { + "name": "created_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp (6) with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.hubspot_deal_data": { + "name": "hubspot_deal_data", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "uuid", + "primaryKey": true, + "notNull": true, + "default": "gen_random_uuid()" + }, + "deal_id": { + "name": "deal_id", + "type": "text", + "primaryKey": false, + "notNull": true + }, + "dealname": { + "name": "dealname", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "dealstage": { + "name": "dealstage", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "company_id": { + "name": "company_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "project_code": { + "name": "project_code", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "landlord_property_id": { + "name": "landlord_property_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "listing_id": { + "name": "listing_id", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "uprn": { + "name": "uprn", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "outcome": { + "name": "outcome", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "outcome_notes": { + "name": "outcome_notes", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_description": { + "name": "major_condition_issue_description", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_photos": { + "name": "major_condition_issue_photos", + "type": "text", + "primaryKey": false, + "notNull": false + }, + "major_condition_issue_evidence_s3_url": { + 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+ "compositePrimaryKeys": { + "verificationToken_identifier_token_pk": { + "name": "verificationToken_identifier_token_pk", + "columns": [ + "identifier", + "token" + ] + } + }, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + }, + "public.whlg": { + "name": "whlg", + "schema": "", + "columns": { + "id": { + "name": "id", + "type": "bigserial", + "primaryKey": true, + "notNull": true + }, + "postcode": { + "name": "postcode", + "type": "text", + "primaryKey": false, + "notNull": true + } + }, + "indexes": {}, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + } + }, + "enums": { + "public.aspect_type": { + "name": "aspect_type", + "schema": "public", + "values": [ + "material", + "condition", + "type", + "area", + "configuration", + "presence", + "risk", + "severity", + "location", + "finish", + "insulation", + "pointing", + "spalling", + "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.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" + ] + }, + "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" + ] + }, + "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 03f3aad0..bb63278a 100644 --- a/src/app/db/migrations/meta/_journal.json +++ b/src/app/db/migrations/meta/_journal.json @@ -1149,6 +1149,13 @@ "when": 1775123235194, "tag": "0163_cultured_madripoor", "breakpoints": true + }, + { + "idx": 164, + "version": "7", + "when": 1775310006908, + "tag": "0164_high_sumo", + "breakpoints": true } ] -} +} \ No newline at end of file From 5fce761b938dff32797142fb30322e6207636cf2 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Sat, 4 Apr 2026 19:02:22 +0000 Subject: [PATCH 75/79] removed raw fetch from property drawer --- .../your-projects/live/PropertyDrawer.tsx | 29 +++++++------------ 1 file changed, 11 insertions(+), 18 deletions(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx index dec0cba0..6dc83ef6 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyDrawer.tsx @@ -1,7 +1,7 @@ "use client"; -import { useQuery } from "@tanstack/react-query"; -import { useRef, useState } from "react"; +import { useQuery, useMutation } from "@tanstack/react-query"; +import { useRef } from "react"; import { motion, AnimatePresence } from "framer-motion"; import { FileDown, @@ -57,12 +57,10 @@ function formatDate(iso: string): string { // Individual document row // ----------------------------------------------------------------------- function DocumentRow({ doc }: { doc: PropertyDocument }) { - const [signing, setSigning] = useState(false); const label = DOC_TYPE_LABELS[doc.docType] ?? doc.docType; - async function handleDownload() { - setSigning(true); - try { + const { mutate: download, isPending: signing } = useMutation({ + mutationFn: async () => { const res = await fetch("/api/sign-document-url", { method: "POST", headers: { "Content-Type": "application/json" }, @@ -70,17 +68,12 @@ function DocumentRow({ doc }: { doc: PropertyDocument }) { }); if (!res.ok) throw new Error("Failed to get signed URL"); const data = await res.json(); - window.open(data.url, "_blank"); - } catch { - // Fallback: construct raw S3 URL - window.open( - `https://${doc.s3FileBucket}.s3.amazonaws.com/${doc.s3FileKey}`, - "_blank", - ); - } finally { - setSigning(false); - } - } + return data.url as string; + }, + onSuccess: (url) => { + window.open(url, "_blank"); + }, + }); return ( download()} disabled={signing} className="shrink-0 inline-flex items-center gap-1.5 px-3 py-1.5 rounded-lg bg-brandblue text-white text-xs font-medium hover:bg-brandblue/90 transition-colors disabled:opacity-60 disabled:cursor-not-allowed" > From 716b0d5d791980812b7a87b983910b9f06c03295 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Sat, 4 Apr 2026 19:11:53 +0000 Subject: [PATCH 76/79] removed raw fetch --- .../your-projects/live/DrillDownTable.tsx | 58 ++++++++++--------- 1 file changed, 30 insertions(+), 28 deletions(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DrillDownTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DrillDownTable.tsx index eaf34448..7adf28e6 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DrillDownTable.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DrillDownTable.tsx @@ -1,6 +1,7 @@ "use client"; import { useMemo, useState } from "react"; +import { useMutation } from "@tanstack/react-query"; import { useReactTable, getCoreRowModel, @@ -39,27 +40,35 @@ function escapeCell(value: unknown): string { : str; } -async function handlePhotoDownload(rawUrl: string) { - try { - const key = rawUrl.split(".amazonaws.com/")[1]; - if (!key) return alert("Invalid S3 key"); +function PhotoDownloadButton({ url }: { url: string }) { + const { mutate: download, isPending } = useMutation({ + mutationFn: async () => { + const key = url.split(".amazonaws.com/")[1]; + if (!key) throw new Error("Invalid S3 key"); + const res = await fetch("/api/sign-s3-url", { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ key }), + }); + if (!res.ok) throw new Error("Failed to get signed URL"); + const data = await res.json(); + return data.url as string; + }, + onSuccess: (signedUrl) => { + window.open(signedUrl, "_blank"); + }, + }); - const res = await fetch("/api/sign-s3-url", { - method: "POST", - headers: { "Content-Type": "application/json" }, - body: JSON.stringify({ key }), - }); - - const data = await res.json(); - if (data.url) { - window.open(data.url, "_blank"); - } else { - alert("Failed to get signed URL"); - } - } catch (err) { - console.error(err); - alert("Error downloading file"); - } + return ( + + ); } function PhotoDownloadCell({ value }: { value: unknown }) { @@ -81,14 +90,7 @@ function PhotoDownloadCell({ value }: { value: unknown }) { return (
{urls.map((url, idx) => ( - + ))}
); From 4e6728bf84c04924c3ddf40ed8b5a8e39a9c7217 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Sat, 4 Apr 2026 19:19:58 +0000 Subject: [PATCH 77/79] removed redundant args --- .../(portfolio)/your-projects/live/ProgressOverview.tsx | 8 -------- 1 file changed, 8 deletions(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ProgressOverview.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ProgressOverview.tsx index 7eeaaa55..92113c71 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ProgressOverview.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ProgressOverview.tsx @@ -124,10 +124,6 @@ export default function ProgressOverview({ actualMeasuresInstalled: "Measures Installed", fullLodgementDate: "Lodgement Date", }, - undefined, - "Completed Properties", - "These properties have completed all stages and are fully lodged/funded.", - "Work completed and funding claimed.", ) } className="group w-full text-left rounded-xl border border-emerald-200 bg-gradient-to-r from-emerald-50 to-white p-5 hover:border-emerald-300 hover:shadow-md transition-all duration-200" @@ -181,10 +177,6 @@ export default function ProgressOverview({ item.deals, EARLY_COLUMNS, EARLY_LABELS, - undefined, - item.stage, - `Properties currently in the "${item.stage}" stage.`, - undefined, ) } className={`group text-left rounded-xl border p-3 transition-all duration-200 hover:shadow-md ${c.bg} ${c.border} hover:opacity-95`} From ace1e5ff7ccda2114b4141db1622d8dcff0ef980 Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Sat, 4 Apr 2026 19:22:59 +0000 Subject: [PATCH 78/79] fixing build error --- .../[slug]/(portfolio)/your-projects/live/SurveyIssuesPanel.tsx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyIssuesPanel.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyIssuesPanel.tsx index 37ba210e..d8c576bb 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyIssuesPanel.tsx +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyIssuesPanel.tsx @@ -49,7 +49,7 @@ export default function SurveyIssuesPanel({ if (!groups.has(key)) groups.set(key, []); groups.get(key)!.push(deal); } - const sortedGroups = [...groups.entries()].sort( + const sortedGroups = Array.from(groups.entries()).sort( (a, b) => b[1].length - a[1].length, ); From 5d94fb3b0051380a42cae32f4f09fb6e18e1eaaa Mon Sep 17 00:00:00 2001 From: Khalim Conn-Kowlessar Date: Sat, 4 Apr 2026 19:26:45 +0000 Subject: [PATCH 79/79] fixing build erroor --- .../[slug]/(portfolio)/your-projects/live/transforms.ts | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts index d8d6bf3f..fe1da877 100644 --- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts +++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts @@ -375,7 +375,7 @@ export function computeOutcomeSlices(deals: ClassifiedDeal[]): OutcomeSlice[] { // ----------------------------------------------------------------------- export function computeLiveTrackerData( rawDeals: HubspotDeal[] -): LiveTrackerProps { +): Omit { // Classify all deals (add displayStage field) const classified = classifyDeals(rawDeals);