diff --git a/package-lock.json b/package-lock.json
index ef282c4..7bc83da 100644
--- a/package-lock.json
+++ b/package-lock.json
@@ -25,6 +25,7 @@
"@radix-ui/react-hover-card": "^1.0.6",
"@radix-ui/react-label": "^2.1.0",
"@radix-ui/react-navigation-menu": "^1.1.3",
+ "@radix-ui/react-popover": "^1.1.15",
"@radix-ui/react-scroll-area": "^1.2.10",
"@radix-ui/react-select": "^2.2.6",
"@radix-ui/react-separator": "^1.0.3",
@@ -3812,6 +3813,61 @@
}
}
},
+ "node_modules/@radix-ui/react-popover": {
+ "version": "1.1.15",
+ "resolved": "https://registry.npmjs.org/@radix-ui/react-popover/-/react-popover-1.1.15.tgz",
+ "integrity": "sha512-kr0X2+6Yy/vJzLYJUPCZEc8SfQcf+1COFoAqauJm74umQhta9M7lNJHP7QQS3vkvcGLQUbWpMzwrXYwrYztHKA==",
+ "license": "MIT",
+ "dependencies": {
+ "@radix-ui/primitive": "1.1.3",
+ "@radix-ui/react-compose-refs": "1.1.2",
+ "@radix-ui/react-context": "1.1.2",
+ "@radix-ui/react-dismissable-layer": "1.1.11",
+ "@radix-ui/react-focus-guards": "1.1.3",
+ "@radix-ui/react-focus-scope": "1.1.7",
+ "@radix-ui/react-id": "1.1.1",
+ "@radix-ui/react-popper": "1.2.8",
+ "@radix-ui/react-portal": "1.1.9",
+ "@radix-ui/react-presence": "1.1.5",
+ "@radix-ui/react-primitive": "2.1.3",
+ "@radix-ui/react-slot": "1.2.3",
+ "@radix-ui/react-use-controllable-state": "1.2.2",
+ "aria-hidden": "^1.2.4",
+ "react-remove-scroll": "^2.6.3"
+ },
+ "peerDependencies": {
+ "@types/react": "*",
+ "@types/react-dom": "*",
+ "react": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc",
+ "react-dom": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc"
+ },
+ "peerDependenciesMeta": {
+ "@types/react": {
+ "optional": true
+ },
+ "@types/react-dom": {
+ "optional": true
+ }
+ }
+ },
+ "node_modules/@radix-ui/react-popover/node_modules/@radix-ui/react-slot": {
+ "version": "1.2.3",
+ "resolved": "https://registry.npmjs.org/@radix-ui/react-slot/-/react-slot-1.2.3.tgz",
+ "integrity": "sha512-aeNmHnBxbi2St0au6VBVC7JXFlhLlOnvIIlePNniyUNAClzmtAUEY8/pBiK3iHjufOlwA+c20/8jngo7xcrg8A==",
+ "license": "MIT",
+ "dependencies": {
+ "@radix-ui/react-compose-refs": "1.1.2"
+ },
+ "peerDependencies": {
+ "@types/react": "*",
+ "react": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc"
+ },
+ "peerDependenciesMeta": {
+ "@types/react": {
+ "optional": true
+ }
+ }
+ },
"node_modules/@radix-ui/react-popper": {
"version": "1.2.8",
"resolved": "https://registry.npmjs.org/@radix-ui/react-popper/-/react-popper-1.2.8.tgz",
diff --git a/package.json b/package.json
index 30b7374..eae3d63 100644
--- a/package.json
+++ b/package.json
@@ -33,6 +33,7 @@
"@radix-ui/react-hover-card": "^1.0.6",
"@radix-ui/react-label": "^2.1.0",
"@radix-ui/react-navigation-menu": "^1.1.3",
+ "@radix-ui/react-popover": "^1.1.15",
"@radix-ui/react-scroll-area": "^1.2.10",
"@radix-ui/react-select": "^2.2.6",
"@radix-ui/react-separator": "^1.0.3",
diff --git a/src/app/db/migrations/0215_invert_column_mapping.sql b/src/app/db/migrations/0215_invert_column_mapping.sql
new file mode 100644
index 0000000..00c9b64
--- /dev/null
+++ b/src/app/db/migrations/0215_invert_column_mapping.sql
@@ -0,0 +1,22 @@
+-- One-shot inversion of bulk_address_uploads.column_mapping.
+--
+-- Old shape: { "": "" } (header -> field), with
+-- unmapped columns stored as "": "skip".
+-- New shape: { "": "" } (field -> header), with
+-- unmapped fields simply absent. See ADR-0003 and the WIP plan (Q2.2/Q5).
+--
+-- 'skip' entries are dropped. On a legacy duplicate (two headers -> one field),
+-- jsonb_object_agg keeps the last header — the new address-uniqueness rule
+-- forbids that going forward anyway. No-op on NULL/empty mappings, so this is
+-- safe regardless of data volume. One-shot: assumes rows are still old-shape.
+UPDATE "bulk_address_uploads"
+SET "column_mapping" = COALESCE(
+ (
+ SELECT jsonb_object_agg(elem.value, elem.key)
+ FROM jsonb_each_text("column_mapping") AS elem
+ WHERE elem.value <> 'skip'
+ ),
+ '{}'::jsonb
+)
+WHERE "column_mapping" IS NOT NULL
+ AND "column_mapping" <> '{}'::jsonb;
diff --git a/src/app/db/migrations/0216_add_subtask_service.sql b/src/app/db/migrations/0216_add_subtask_service.sql
new file mode 100644
index 0000000..62502a2
--- /dev/null
+++ b/src/app/db/migrations/0216_add_subtask_service.sql
@@ -0,0 +1 @@
+ALTER TABLE "sub_task" ADD COLUMN "service" text;
\ No newline at end of file
diff --git a/src/app/db/migrations/meta/0215_snapshot.json b/src/app/db/migrations/meta/0215_snapshot.json
new file mode 100644
index 0000000..c9e46a1
--- /dev/null
+++ b/src/app/db/migrations/meta/0215_snapshot.json
@@ -0,0 +1,10125 @@
+{
+ "id": "25c3ba3e-0d41-48ac-803e-5af7e50e052f",
+ "prevId": "2afd2da4-e5c1-4901-abc1-10da26265c48",
+ "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",
+ "columns": [
+ "postcode"
+ ],
+ "nullsNotDistinct": false
+ }
+ },
+ "policies": {},
+ "checkConstraints": {},
+ "isRLSEnabled": false
+ },
+ "public.deal_measure_approval_events": {
+ "name": "deal_measure_approval_events",
+ "schema": "",
+ "columns": {
+ "id": {
+ "name": "id",
+ "type": "bigserial",
+ "primaryKey": true,
+ "notNull": true
+ },
+ "hubspot_deal_id": {
+ "name": "hubspot_deal_id",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "measure_name": {
+ "name": "measure_name",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "action": {
+ "name": "action",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "acted_by": {
+ "name": "acted_by",
+ "type": "bigint",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "acted_at": {
+ "name": "acted_at",
+ "type": "timestamp with time zone",
+ "primaryKey": false,
+ "notNull": true,
+ "default": "now()"
+ }
+ },
+ "indexes": {
+ "idx_deal_measure_events_deal_id": {
+ "name": "idx_deal_measure_events_deal_id",
+ "columns": [
+ {
+ "expression": "hubspot_deal_id",
+ "isExpression": false,
+ "asc": true,
+ "nulls": "last"
+ }
+ ],
+ "isUnique": false,
+ "with": {},
+ "method": "btree",
+ "concurrently": false
+ },
+ "idx_deal_measure_events_acted_at": {
+ "name": "idx_deal_measure_events_acted_at",
+ "columns": [
+ {
+ "expression": "acted_at",
+ "isExpression": false,
+ "asc": true,
+ "nulls": "last"
+ }
+ ],
+ "isUnique": false,
+ "with": {},
+ "method": "btree",
+ "concurrently": false
+ }
+ },
+ "foreignKeys": {
+ "deal_measure_approval_events_acted_by_user_id_fk": {
+ "name": "deal_measure_approval_events_acted_by_user_id_fk",
+ "tableFrom": "deal_measure_approval_events",
+ "columnsFrom": [
+ "acted_by"
+ ],
+ "tableTo": "user",
+ "columnsTo": [
+ "id"
+ ],
+ "onUpdate": "no action",
+ "onDelete": "no action"
+ }
+ },
+ "compositePrimaryKeys": {},
+ "uniqueConstraints": {},
+ "policies": {},
+ "checkConstraints": {},
+ "isRLSEnabled": false
+ },
+ "public.deal_measure_approvals": {
+ "name": "deal_measure_approvals",
+ "schema": "",
+ "columns": {
+ "id": {
+ "name": "id",
+ "type": "bigserial",
+ "primaryKey": true,
+ "notNull": true
+ },
+ "hubspot_deal_id": {
+ "name": "hubspot_deal_id",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "measure_name": {
+ "name": "measure_name",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "is_approved": {
+ "name": "is_approved",
+ "type": "boolean",
+ "primaryKey": false,
+ "notNull": true,
+ "default": true
+ },
+ "approved_by": {
+ "name": "approved_by",
+ "type": "bigint",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "approved_at": {
+ "name": "approved_at",
+ "type": "timestamp with time zone",
+ "primaryKey": false,
+ "notNull": true,
+ "default": "now()"
+ }
+ },
+ "indexes": {
+ "idx_deal_measure_approvals_deal_id": {
+ "name": "idx_deal_measure_approvals_deal_id",
+ "columns": [
+ {
+ "expression": "hubspot_deal_id",
+ "isExpression": false,
+ "asc": true,
+ "nulls": "last"
+ }
+ ],
+ "isUnique": false,
+ "with": {},
+ "method": "btree",
+ "concurrently": false
+ }
+ },
+ "foreignKeys": {
+ "deal_measure_approvals_approved_by_user_id_fk": {
+ "name": "deal_measure_approvals_approved_by_user_id_fk",
+ "tableFrom": "deal_measure_approvals",
+ "columnsFrom": [
+ "approved_by"
+ ],
+ "tableTo": "user",
+ "columnsTo": [
+ "id"
+ ],
+ "onUpdate": "no action",
+ "onDelete": "no action"
+ }
+ },
+ "compositePrimaryKeys": {},
+ "uniqueConstraints": {
+ "uq_deal_measure": {
+ "name": "uq_deal_measure",
+ "columns": [
+ "hubspot_deal_id",
+ "measure_name"
+ ],
+ "nullsNotDistinct": false
+ }
+ },
+ "policies": {},
+ "checkConstraints": {},
+ "isRLSEnabled": false
+ },
+ "public.bulk_address_uploads": {
+ "name": "bulk_address_uploads",
+ "schema": "",
+ "columns": {
+ "id": {
+ "name": "id",
+ "type": "uuid",
+ "primaryKey": true,
+ "notNull": true,
+ "default": "gen_random_uuid()"
+ },
+ "portfolio_id": {
+ "name": "portfolio_id",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "user_id": {
+ "name": "user_id",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "s3_bucket": {
+ "name": "s3_bucket",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "s3_key": {
+ "name": "s3_key",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "filename": {
+ "name": "filename",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "status": {
+ "name": "status",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true,
+ "default": "'ready_for_processing'"
+ },
+ "source_headers": {
+ "name": "source_headers",
+ "type": "text[]",
+ "primaryKey": false,
+ "notNull": true,
+ "default": "'{}'"
+ },
+ "column_mapping": {
+ "name": "column_mapping",
+ "type": "jsonb",
+ "primaryKey": false,
+ "notNull": false
+ },
+ "task_id": {
+ "name": "task_id",
+ "type": "uuid",
+ "primaryKey": false,
+ "notNull": false
+ },
+ "combined_output_s3_uri": {
+ "name": "combined_output_s3_uri",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": false
+ },
+ "created_at": {
+ "name": "created_at",
+ "type": "timestamp with time zone",
+ "primaryKey": false,
+ "notNull": true,
+ "default": "now()"
+ },
+ "updated_at": {
+ "name": "updated_at",
+ "type": "timestamp with time zone",
+ "primaryKey": false,
+ "notNull": true,
+ "default": "now()"
+ }
+ },
+ "indexes": {},
+ "foreignKeys": {},
+ "compositePrimaryKeys": {},
+ "uniqueConstraints": {},
+ "policies": {},
+ "checkConstraints": {},
+ "isRLSEnabled": false
+ },
+ "public.aspect_condition": {
+ "name": "aspect_condition",
+ "schema": "",
+ "columns": {
+ "id": {
+ "name": "id",
+ "type": "bigserial",
+ "primaryKey": true,
+ "notNull": true
+ },
+ "element_id": {
+ "name": "element_id",
+ "type": "bigint",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "aspect_type": {
+ "name": "aspect_type",
+ "type": "aspect_type",
+ "typeSchema": "public",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "aspect_instance": {
+ "name": "aspect_instance",
+ "type": "integer",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "value": {
+ "name": "value",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": false
+ },
+ "quantity": {
+ "name": "quantity",
+ "type": "integer",
+ "primaryKey": false,
+ "notNull": false
+ },
+ "install_date": {
+ "name": "install_date",
+ "type": "date",
+ "primaryKey": false,
+ "notNull": false
+ },
+ "renewal_year": {
+ "name": "renewal_year",
+ "type": "integer",
+ "primaryKey": false,
+ "notNull": false
+ },
+ "comments": {
+ "name": "comments",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": false
+ }
+ },
+ "indexes": {},
+ "foreignKeys": {
+ "aspect_condition_element_id_element_id_fk": {
+ "name": "aspect_condition_element_id_element_id_fk",
+ "tableFrom": "aspect_condition",
+ "columnsFrom": [
+ "element_id"
+ ],
+ "tableTo": "element",
+ "columnsTo": [
+ "id"
+ ],
+ "onUpdate": "no action",
+ "onDelete": "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",
+ "columnsFrom": [
+ "survey_id"
+ ],
+ "tableTo": "property_condition_survey",
+ "columnsTo": [
+ "id"
+ ],
+ "onUpdate": "no action",
+ "onDelete": "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_id": {
+ "name": "project_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
+ },
+ "booking_status": {
+ "name": "booking_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",
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+ "filled at build",
+ "partial",
+ "retro drilled",
+ "ewi",
+ "iwi",
+ "solid non-cavity",
+ "system built",
+ "timber framed",
+ "steel framed"
+ ]
+ },
+ "public.built_form_type": {
+ "name": "built_form_type",
+ "schema": "public",
+ "values": [
+ "Detached",
+ "Semi-Detached",
+ "Mid-Terrace",
+ "End-Terrace",
+ "Enclosed Mid-Terrace",
+ "Enclosed End-Terrace",
+ "Not Recorded",
+ "Unknown"
+ ]
+ },
+ "public.override_source": {
+ "name": "override_source",
+ "schema": "public",
+ "values": [
+ "classifier",
+ "user"
+ ]
+ },
+ "public.property_type": {
+ "name": "property_type",
+ "schema": "public",
+ "values": [
+ "House",
+ "Bungalow",
+ "Flat",
+ "Maisonette",
+ "Park home",
+ "Unknown"
+ ]
+ },
+ "public.roof_type": {
+ "name": "roof_type",
+ "schema": "public",
+ "values": [
+ "Flat, insulated",
+ "Flat, insulated (assumed)",
+ "Flat, limited insulation",
+ "Flat, limited insulation (assumed)",
+ "Flat, no insulation",
+ "Flat, no insulation (assumed)",
+ "Pitched, insulated",
+ "Pitched, insulated (assumed)",
+ "Pitched, insulated at rafters",
+ "Pitched, limited insulation",
+ "Pitched, limited insulation (assumed)",
+ "Pitched, no insulation",
+ "Pitched, no insulation (assumed)",
+ "Pitched, Unknown loft insulation",
+ "Pitched, 0 mm loft insulation",
+ "Pitched, 12 mm loft insulation",
+ "Pitched, 25 mm loft insulation",
+ "Pitched, 50 mm loft insulation",
+ "Pitched, 75 mm loft insulation",
+ "Pitched, 100 mm loft insulation",
+ "Pitched, 125 mm loft insulation",
+ "Pitched, 150 mm loft insulation",
+ "Pitched, 175 mm loft insulation",
+ "Pitched, 200 mm loft insulation",
+ "Pitched, 225 mm loft insulation",
+ "Pitched, 250 mm loft insulation",
+ "Pitched, 270 mm loft insulation",
+ "Pitched, 300 mm loft insulation",
+ "Pitched, 350 mm loft insulation",
+ "Pitched, 400 mm loft insulation",
+ "Pitched, 400+ mm loft insulation",
+ "Roof room(s), insulated",
+ "Roof room(s), insulated (assumed)",
+ "Roof room(s), limited insulation",
+ "Roof room(s), limited insulation (assumed)",
+ "Roof room(s), no insulation",
+ "Roof room(s), no insulation (assumed)",
+ "Roof room(s), ceiling insulated",
+ "Roof room(s), thatched",
+ "Roof room(s), thatched with additional insulation",
+ "Thatched",
+ "Thatched, with additional insulation",
+ "(another dwelling above)",
+ "(same dwelling above)",
+ "(other premises above)",
+ "(another premises above)",
+ "Another Premises Above",
+ "Unknown"
+ ]
+ },
+ "public.wall_type": {
+ "name": "wall_type",
+ "schema": "public",
+ "values": [
+ "Cavity wall, filled cavity",
+ "Cavity wall, as built, insulated (assumed)",
+ "Cavity wall, as built, no insulation (assumed)",
+ "Cavity wall, as built, partial insulation (assumed)",
+ "Cavity wall, with internal insulation",
+ "Cavity wall, with external insulation",
+ "Cavity wall, filled cavity and internal insulation",
+ "Cavity wall, filled cavity and external insulation",
+ "Solid brick, as built, no insulation (assumed)",
+ "Solid brick, as built, insulated (assumed)",
+ "Solid brick, as built, partial insulation (assumed)",
+ "Solid brick, with internal insulation",
+ "Solid brick, with external insulation",
+ "Timber frame, as built, no insulation (assumed)",
+ "Timber frame, as built, insulated (assumed)",
+ "Timber frame, as built, partial insulation (assumed)",
+ "Timber frame, with additional insulation",
+ "Sandstone, as built, no insulation (assumed)",
+ "Sandstone, as built, insulated (assumed)",
+ "Sandstone, as built, partial insulation (assumed)",
+ "Sandstone, with internal insulation",
+ "Sandstone, with external insulation",
+ "Granite or whin, as built, no insulation (assumed)",
+ "Granite or whin, as built, insulated (assumed)",
+ "Granite or whin, as built, partial insulation (assumed)",
+ "Granite or whin, with internal insulation",
+ "Granite or whin, with external insulation",
+ "System built, as built, no insulation (assumed)",
+ "System built, as built, insulated (assumed)",
+ "System built, as built, partial insulation (assumed)",
+ "System built, with internal insulation",
+ "System built, with external insulation",
+ "Park home wall, as built",
+ "Park home wall, with internal insulation",
+ "Park home wall, with external insulation",
+ "Cob, as built",
+ "Cob, with internal insulation",
+ "Cob, with external insulation",
+ "Curtain wall",
+ "Curtain Wall, as built, no insulation (assumed)",
+ "Curtain Wall, as built, insulated (assumed)",
+ "Curtain Wall, filled cavity",
+ "Curtain Wall, with internal insulation",
+ "Basement wall",
+ "Basement wall, as built",
+ "Unknown"
+ ]
+ },
+ "public.cost_unit": {
+ "name": "cost_unit",
+ "schema": "public",
+ "values": [
+ "gbp_sq_meter",
+ "gbp_per_unit",
+ "gbp_per_m2",
+ "gbp_per_m"
+ ]
+ },
+ "public.depth_unit": {
+ "name": "depth_unit",
+ "schema": "public",
+ "values": [
+ "mm"
+ ]
+ },
+ "public.type": {
+ "name": "type",
+ "schema": "public",
+ "values": [
+ "suspended_floor_insulation",
+ "solid_floor_insulation",
+ "external_wall_insulation",
+ "internal_wall_insulation",
+ "cavity_wall_insulation",
+ "mechanical_ventilation",
+ "loft_insulation",
+ "exposed_floor_insulation",
+ "flat_roof_insulation",
+ "room_roof_insulation",
+ "cavity_wall_extraction",
+ "iwi_wall_demolition",
+ "iwi_vapour_barrier",
+ "iwi_redecoration",
+ "suspended_floor_demolition",
+ "suspended_floor_redecoration",
+ "suspended_floor_vapour_barrier",
+ "solid_floor_demolition",
+ "solid_floor_preparation",
+ "solid_floor_vapour_barrier",
+ "solid_floor_redecoration",
+ "ewi_wall_demolition",
+ "ewi_wall_preparation",
+ "ewi_wall_redecoration",
+ "low_energy_lighting_installation",
+ "flat_roof_preparation",
+ "flat_roof_vapour_barrier",
+ "flat_roof_waterproofing",
+ "windows_glazing",
+ "secondary_glazing",
+ "double_glazing",
+ "trickle_vent",
+ "door_undercut",
+ "solar_pv",
+ "solar_battery",
+ "scaffolding",
+ "high_heat_retention_storage_heaters",
+ "air_source_heat_pump",
+ "boiler_upgrade",
+ "roomstat_programmer_trvs",
+ "time_temperature_zone_control",
+ "sealing_fireplace"
+ ]
+ },
+ "public.r_value_unit": {
+ "name": "r_value_unit",
+ "schema": "public",
+ "values": [
+ "square_meter_kelvin_per_watt"
+ ]
+ },
+ "public.size_unit": {
+ "name": "size_unit",
+ "schema": "public",
+ "values": [
+ "kWp",
+ "kW",
+ "watt",
+ "storey"
+ ]
+ },
+ "public.thermal_conductivity_unit": {
+ "name": "thermal_conductivity_unit",
+ "schema": "public",
+ "values": [
+ "watt_per_meter_kelvin"
+ ]
+ },
+ "public.goal": {
+ "name": "goal",
+ "schema": "public",
+ "values": [
+ "Valuation Improvement",
+ "Increasing EPC",
+ "Reducing CO2 emissions",
+ "Energy Savings",
+ "None"
+ ]
+ },
+ "public.portfolio_capability": {
+ "name": "portfolio_capability",
+ "schema": "public",
+ "values": [
+ "approver",
+ "contractor"
+ ]
+ },
+ "public.role": {
+ "name": "role",
+ "schema": "public",
+ "values": [
+ "creator",
+ "admin",
+ "read",
+ "write"
+ ]
+ },
+ "public.status": {
+ "name": "status",
+ "schema": "public",
+ "values": [
+ "scoping",
+ "survey",
+ "assessment",
+ "tendering",
+ "project underway",
+ "completion; status: on track",
+ "completion; status: delayed",
+ "completion; status: at risk",
+ "completion; status: completed",
+ "needs review"
+ ]
+ },
+ "public.energy_element_type": {
+ "name": "energy_element_type",
+ "schema": "public",
+ "values": [
+ "roof",
+ "wall",
+ "floor",
+ "main_heating",
+ "window",
+ "lighting",
+ "hot_water",
+ "secondary_heating",
+ "main_heating_controls"
+ ]
+ },
+ "public.epc": {
+ "name": "epc",
+ "schema": "public",
+ "values": [
+ "A",
+ "B",
+ "C",
+ "D",
+ "E",
+ "F",
+ "G"
+ ]
+ },
+ "public.creation_status": {
+ "name": "creation_status",
+ "schema": "public",
+ "values": [
+ "LOADING",
+ "READY",
+ "ERROR"
+ ]
+ },
+ "public.housing_type": {
+ "name": "housing_type",
+ "schema": "public",
+ "values": [
+ "Private",
+ "Social"
+ ]
+ },
+ "public.measure_type": {
+ "name": "measure_type",
+ "schema": "public",
+ "values": [
+ "air_source_heat_pump",
+ "boiler_upgrade",
+ "high_heat_retention_storage_heaters",
+ "secondary_heating",
+ "roomstat_programmer_trvs",
+ "time_temperature_zone_control",
+ "cylinder_thermostat",
+ "cavity_wall_insulation",
+ "extension_cavity_wall_insulation",
+ "external_wall_insulation",
+ "internal_wall_insulation",
+ "loft_insulation",
+ "flat_roof_insulation",
+ "room_roof_insulation",
+ "solid_floor_insulation",
+ "suspended_floor_insulation",
+ "double_glazing",
+ "secondary_glazing",
+ "draught_proofing",
+ "mechanical_ventilation",
+ "low_energy_lighting",
+ "solar_pv",
+ "hot_water_tank_insulation",
+ "sealing_open_fireplace"
+ ]
+ },
+ "public.plan_type": {
+ "name": "plan_type",
+ "schema": "public",
+ "values": [
+ "solar_eco4",
+ "solar_hhrsh_eco4",
+ "empty_cavity_eco",
+ "partial_cavity_eco",
+ "extraction_eco"
+ ]
+ },
+ "public.unit_quantity": {
+ "name": "unit_quantity",
+ "schema": "public",
+ "values": [
+ "m2",
+ "part",
+ "kwp"
+ ]
+ },
+ "public.scenario_type": {
+ "name": "scenario_type",
+ "schema": "public",
+ "values": [
+ "unit",
+ "building"
+ ]
+ },
+ "public.source": {
+ "name": "source",
+ "schema": "public",
+ "values": [
+ "portfolio_id",
+ "hubspot_deal_id"
+ ]
+ },
+ "public.file_source": {
+ "name": "file_source",
+ "schema": "public",
+ "values": [
+ "pas hub",
+ "sharepoint",
+ "hubspot",
+ "ecmk",
+ "contractor",
+ "magic_plan",
+ "coordination_hub"
+ ]
+ },
+ "public.file_type": {
+ "name": "file_type",
+ "schema": "public",
+ "values": [
+ "photo_pack",
+ "site_note",
+ "rd_sap_site_note",
+ "pas_2023_ventilation",
+ "pas_2023_condition",
+ "pas_significance",
+ "par_photo_pack",
+ "pas_2023_property",
+ "pas_2023_occupancy",
+ "ecmk_site_note",
+ "ecmk_rd_sap_site_note",
+ "ecmk_survey_xml",
+ "pre_photo",
+ "mid_photo",
+ "post_photo",
+ "loft_hatch_photo",
+ "dmev_photos",
+ "door_undercut_photos",
+ "trickle_vent_photos",
+ "pre_installation_building_inspection",
+ "point_of_work_risk_assessment",
+ "claim_of_compliance",
+ "mcs_compliance_certificate",
+ "certificate_of_conformity",
+ "minor_works_electrical_certificate",
+ "trustmark_licence_numbers",
+ "operative_competency",
+ "ventilation_assessment_checklist",
+ "anemometer_readings",
+ "commissioning_records",
+ "part_f_ventilation_document",
+ "handover_pack",
+ "insurance_guarantee",
+ "workmanship_warranty",
+ "g98_notification",
+ "installer_qualifications",
+ "installer_feedback",
+ "contractor_other",
+ "magic_plan_json",
+ "improvement_option_evaluation",
+ "medium_term_improvement_plan",
+ "retrofit_design_doc"
+ ]
+ },
+ "public.user_defined_deal_measure_source": {
+ "name": "user_defined_deal_measure_source",
+ "schema": "public",
+ "values": [
+ "instructed",
+ "pibi_ordered"
+ ]
+ },
+ "public.user_profiles_property_count": {
+ "name": "user_profiles_property_count",
+ "schema": "public",
+ "values": [
+ "1",
+ "2–5",
+ "6–20",
+ "21+",
+ "1–50",
+ "51–100",
+ "101–300",
+ "301–1000",
+ "1000+"
+ ]
+ },
+ "public.user_profiles_referral_source": {
+ "name": "user_profiles_referral_source",
+ "schema": "public",
+ "values": [
+ "search",
+ "social_media",
+ "NRLA",
+ "partner",
+ "word_of_mouth",
+ "other"
+ ]
+ },
+ "public.user_profiles_user_type": {
+ "name": "user_profiles_user_type",
+ "schema": "public",
+ "values": [
+ "private_landlord",
+ "private_tenant",
+ "social_landlord",
+ "social_tenant",
+ "homeowner",
+ "other"
+ ]
+ }
+ },
+ "schemas": {},
+ "views": {},
+ "sequences": {},
+ "roles": {},
+ "policies": {},
+ "_meta": {
+ "columns": {},
+ "schemas": {},
+ "tables": {}
+ }
+}
\ No newline at end of file
diff --git a/src/app/db/migrations/meta/0216_snapshot.json b/src/app/db/migrations/meta/0216_snapshot.json
new file mode 100644
index 0000000..7cb686e
--- /dev/null
+++ b/src/app/db/migrations/meta/0216_snapshot.json
@@ -0,0 +1,10131 @@
+{
+ "id": "a8bd66c7-30ab-40bf-ae3d-ea083d04b522",
+ "prevId": "25c3ba3e-0d41-48ac-803e-5af7e50e052f",
+ "version": "7",
+ "dialect": "postgresql",
+ "tables": {
+ "public.postcode_search": {
+ "name": "postcode_search",
+ "schema": "",
+ "columns": {
+ "id": {
+ "name": "id",
+ "type": "serial",
+ "primaryKey": true,
+ "notNull": true
+ },
+ "postcode": {
+ "name": "postcode",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "result_data": {
+ "name": "result_data",
+ "type": "jsonb",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "created_at": {
+ "name": "created_at",
+ "type": "timestamp",
+ "primaryKey": false,
+ "notNull": true,
+ "default": "now()"
+ },
+ "last_updated_at": {
+ "name": "last_updated_at",
+ "type": "timestamp",
+ "primaryKey": false,
+ "notNull": true,
+ "default": "now()"
+ }
+ },
+ "indexes": {},
+ "foreignKeys": {},
+ "compositePrimaryKeys": {},
+ "uniqueConstraints": {
+ "postcode_search_postcode_unique": {
+ "name": "postcode_search_postcode_unique",
+ "nullsNotDistinct": false,
+ "columns": [
+ "postcode"
+ ]
+ }
+ },
+ "policies": {},
+ "checkConstraints": {},
+ "isRLSEnabled": false
+ },
+ "public.deal_measure_approval_events": {
+ "name": "deal_measure_approval_events",
+ "schema": "",
+ "columns": {
+ "id": {
+ "name": "id",
+ "type": "bigserial",
+ "primaryKey": true,
+ "notNull": true
+ },
+ "hubspot_deal_id": {
+ "name": "hubspot_deal_id",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "measure_name": {
+ "name": "measure_name",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "action": {
+ "name": "action",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "acted_by": {
+ "name": "acted_by",
+ "type": "bigint",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "acted_at": {
+ "name": "acted_at",
+ "type": "timestamp with time zone",
+ "primaryKey": false,
+ "notNull": true,
+ "default": "now()"
+ }
+ },
+ "indexes": {
+ "idx_deal_measure_events_deal_id": {
+ "name": "idx_deal_measure_events_deal_id",
+ "columns": [
+ {
+ "expression": "hubspot_deal_id",
+ "isExpression": false,
+ "asc": true,
+ "nulls": "last"
+ }
+ ],
+ "isUnique": false,
+ "concurrently": false,
+ "method": "btree",
+ "with": {}
+ },
+ "idx_deal_measure_events_acted_at": {
+ "name": "idx_deal_measure_events_acted_at",
+ "columns": [
+ {
+ "expression": "acted_at",
+ "isExpression": false,
+ "asc": true,
+ "nulls": "last"
+ }
+ ],
+ "isUnique": false,
+ "concurrently": false,
+ "method": "btree",
+ "with": {}
+ }
+ },
+ "foreignKeys": {
+ "deal_measure_approval_events_acted_by_user_id_fk": {
+ "name": "deal_measure_approval_events_acted_by_user_id_fk",
+ "tableFrom": "deal_measure_approval_events",
+ "tableTo": "user",
+ "columnsFrom": [
+ "acted_by"
+ ],
+ "columnsTo": [
+ "id"
+ ],
+ "onDelete": "no action",
+ "onUpdate": "no action"
+ }
+ },
+ "compositePrimaryKeys": {},
+ "uniqueConstraints": {},
+ "policies": {},
+ "checkConstraints": {},
+ "isRLSEnabled": false
+ },
+ "public.deal_measure_approvals": {
+ "name": "deal_measure_approvals",
+ "schema": "",
+ "columns": {
+ "id": {
+ "name": "id",
+ "type": "bigserial",
+ "primaryKey": true,
+ "notNull": true
+ },
+ "hubspot_deal_id": {
+ "name": "hubspot_deal_id",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "measure_name": {
+ "name": "measure_name",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "is_approved": {
+ "name": "is_approved",
+ "type": "boolean",
+ "primaryKey": false,
+ "notNull": true,
+ "default": true
+ },
+ "approved_by": {
+ "name": "approved_by",
+ "type": "bigint",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "approved_at": {
+ "name": "approved_at",
+ "type": "timestamp with time zone",
+ "primaryKey": false,
+ "notNull": true,
+ "default": "now()"
+ }
+ },
+ "indexes": {
+ "idx_deal_measure_approvals_deal_id": {
+ "name": "idx_deal_measure_approvals_deal_id",
+ "columns": [
+ {
+ "expression": "hubspot_deal_id",
+ "isExpression": false,
+ "asc": true,
+ "nulls": "last"
+ }
+ ],
+ "isUnique": false,
+ "concurrently": false,
+ "method": "btree",
+ "with": {}
+ }
+ },
+ "foreignKeys": {
+ "deal_measure_approvals_approved_by_user_id_fk": {
+ "name": "deal_measure_approvals_approved_by_user_id_fk",
+ "tableFrom": "deal_measure_approvals",
+ "tableTo": "user",
+ "columnsFrom": [
+ "approved_by"
+ ],
+ "columnsTo": [
+ "id"
+ ],
+ "onDelete": "no action",
+ "onUpdate": "no action"
+ }
+ },
+ "compositePrimaryKeys": {},
+ "uniqueConstraints": {
+ "uq_deal_measure": {
+ "name": "uq_deal_measure",
+ "nullsNotDistinct": false,
+ "columns": [
+ "hubspot_deal_id",
+ "measure_name"
+ ]
+ }
+ },
+ "policies": {},
+ "checkConstraints": {},
+ "isRLSEnabled": false
+ },
+ "public.bulk_address_uploads": {
+ "name": "bulk_address_uploads",
+ "schema": "",
+ "columns": {
+ "id": {
+ "name": "id",
+ "type": "uuid",
+ "primaryKey": true,
+ "notNull": true,
+ "default": "gen_random_uuid()"
+ },
+ "portfolio_id": {
+ "name": "portfolio_id",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "user_id": {
+ "name": "user_id",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "s3_bucket": {
+ "name": "s3_bucket",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "s3_key": {
+ "name": "s3_key",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "filename": {
+ "name": "filename",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true
+ },
+ "status": {
+ "name": "status",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": true,
+ "default": "'ready_for_processing'"
+ },
+ "source_headers": {
+ "name": "source_headers",
+ "type": "text[]",
+ "primaryKey": false,
+ "notNull": true,
+ "default": "'{}'"
+ },
+ "column_mapping": {
+ "name": "column_mapping",
+ "type": "jsonb",
+ "primaryKey": false,
+ "notNull": false
+ },
+ "task_id": {
+ "name": "task_id",
+ "type": "uuid",
+ "primaryKey": false,
+ "notNull": false
+ },
+ "combined_output_s3_uri": {
+ "name": "combined_output_s3_uri",
+ "type": "text",
+ "primaryKey": false,
+ "notNull": false
+ },
+ "created_at": {
+ "name": "created_at",
+ "type": "timestamp with time zone",
+ "primaryKey": false,
+ "notNull": true,
+ "default": "now()"
+ },
+ "updated_at": {
+ "name": "updated_at",
+ "type": "timestamp with time zone",
+ "primaryKey": false,
+ "notNull": true,
+ "default": "now()"
+ }
+ },
+ "indexes": {},
+ "foreignKeys": {},
+ "compositePrimaryKeys": {},
+ "uniqueConstraints": {},
+ "policies": {},
+ "checkConstraints": {},
+ "isRLSEnabled": false
+ },
+ "public.aspect_condition": {
+ "name": "aspect_condition",
+ "schema": "",
+ "columns": {
+ "id": {
+ "name": "id",
+ "type": "bigserial",
+ "primaryKey": true,
+ "notNull": true
+ },
+ "element_id": {
+ "name": "element_id",
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+ "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.built_form_type": {
+ "name": "built_form_type",
+ "schema": "public",
+ "values": [
+ "Detached",
+ "Semi-Detached",
+ "Mid-Terrace",
+ "End-Terrace",
+ "Enclosed Mid-Terrace",
+ "Enclosed End-Terrace",
+ "Not Recorded",
+ "Unknown"
+ ]
+ },
+ "public.override_source": {
+ "name": "override_source",
+ "schema": "public",
+ "values": [
+ "classifier",
+ "user"
+ ]
+ },
+ "public.property_type": {
+ "name": "property_type",
+ "schema": "public",
+ "values": [
+ "House",
+ "Bungalow",
+ "Flat",
+ "Maisonette",
+ "Park home",
+ "Unknown"
+ ]
+ },
+ "public.roof_type": {
+ "name": "roof_type",
+ "schema": "public",
+ "values": [
+ "Flat, insulated",
+ "Flat, insulated (assumed)",
+ "Flat, limited insulation",
+ "Flat, limited insulation (assumed)",
+ "Flat, no insulation",
+ "Flat, no insulation (assumed)",
+ "Pitched, insulated",
+ "Pitched, insulated (assumed)",
+ "Pitched, insulated at rafters",
+ "Pitched, limited insulation",
+ "Pitched, limited insulation (assumed)",
+ "Pitched, no insulation",
+ "Pitched, no insulation (assumed)",
+ "Pitched, Unknown loft insulation",
+ "Pitched, 0 mm loft insulation",
+ "Pitched, 12 mm loft insulation",
+ "Pitched, 25 mm loft insulation",
+ "Pitched, 50 mm loft insulation",
+ "Pitched, 75 mm loft insulation",
+ "Pitched, 100 mm loft insulation",
+ "Pitched, 125 mm loft insulation",
+ "Pitched, 150 mm loft insulation",
+ "Pitched, 175 mm loft insulation",
+ "Pitched, 200 mm loft insulation",
+ "Pitched, 225 mm loft insulation",
+ "Pitched, 250 mm loft insulation",
+ "Pitched, 270 mm loft insulation",
+ "Pitched, 300 mm loft insulation",
+ "Pitched, 350 mm loft insulation",
+ "Pitched, 400 mm loft insulation",
+ "Pitched, 400+ mm loft insulation",
+ "Roof room(s), insulated",
+ "Roof room(s), insulated (assumed)",
+ "Roof room(s), limited insulation",
+ "Roof room(s), limited insulation (assumed)",
+ "Roof room(s), no insulation",
+ "Roof room(s), no insulation (assumed)",
+ "Roof room(s), ceiling insulated",
+ "Roof room(s), thatched",
+ "Roof room(s), thatched with additional insulation",
+ "Thatched",
+ "Thatched, with additional insulation",
+ "(another dwelling above)",
+ "(same dwelling above)",
+ "(other premises above)",
+ "(another premises above)",
+ "Another Premises Above",
+ "Unknown"
+ ]
+ },
+ "public.wall_type": {
+ "name": "wall_type",
+ "schema": "public",
+ "values": [
+ "Cavity wall, filled cavity",
+ "Cavity wall, as built, insulated (assumed)",
+ "Cavity wall, as built, no insulation (assumed)",
+ "Cavity wall, as built, partial insulation (assumed)",
+ "Cavity wall, with internal insulation",
+ "Cavity wall, with external insulation",
+ "Cavity wall, filled cavity and internal insulation",
+ "Cavity wall, filled cavity and external insulation",
+ "Solid brick, as built, no insulation (assumed)",
+ "Solid brick, as built, insulated (assumed)",
+ "Solid brick, as built, partial insulation (assumed)",
+ "Solid brick, with internal insulation",
+ "Solid brick, with external insulation",
+ "Timber frame, as built, no insulation (assumed)",
+ "Timber frame, as built, insulated (assumed)",
+ "Timber frame, as built, partial insulation (assumed)",
+ "Timber frame, with additional insulation",
+ "Sandstone, as built, no insulation (assumed)",
+ "Sandstone, as built, insulated (assumed)",
+ "Sandstone, as built, partial insulation (assumed)",
+ "Sandstone, with internal insulation",
+ "Sandstone, with external insulation",
+ "Granite or whin, as built, no insulation (assumed)",
+ "Granite or whin, as built, insulated (assumed)",
+ "Granite or whin, as built, partial insulation (assumed)",
+ "Granite or whin, with internal insulation",
+ "Granite or whin, with external insulation",
+ "System built, as built, no insulation (assumed)",
+ "System built, as built, insulated (assumed)",
+ "System built, as built, partial insulation (assumed)",
+ "System built, with internal insulation",
+ "System built, with external insulation",
+ "Park home wall, as built",
+ "Park home wall, with internal insulation",
+ "Park home wall, with external insulation",
+ "Cob, as built",
+ "Cob, with internal insulation",
+ "Cob, with external insulation",
+ "Curtain wall",
+ "Curtain Wall, as built, no insulation (assumed)",
+ "Curtain Wall, as built, insulated (assumed)",
+ "Curtain Wall, filled cavity",
+ "Curtain Wall, with internal insulation",
+ "Basement wall",
+ "Basement wall, as built",
+ "Unknown"
+ ]
+ },
+ "public.cost_unit": {
+ "name": "cost_unit",
+ "schema": "public",
+ "values": [
+ "gbp_sq_meter",
+ "gbp_per_unit",
+ "gbp_per_m2",
+ "gbp_per_m"
+ ]
+ },
+ "public.depth_unit": {
+ "name": "depth_unit",
+ "schema": "public",
+ "values": [
+ "mm"
+ ]
+ },
+ "public.type": {
+ "name": "type",
+ "schema": "public",
+ "values": [
+ "suspended_floor_insulation",
+ "solid_floor_insulation",
+ "external_wall_insulation",
+ "internal_wall_insulation",
+ "cavity_wall_insulation",
+ "mechanical_ventilation",
+ "loft_insulation",
+ "exposed_floor_insulation",
+ "flat_roof_insulation",
+ "room_roof_insulation",
+ "cavity_wall_extraction",
+ "iwi_wall_demolition",
+ "iwi_vapour_barrier",
+ "iwi_redecoration",
+ "suspended_floor_demolition",
+ "suspended_floor_redecoration",
+ "suspended_floor_vapour_barrier",
+ "solid_floor_demolition",
+ "solid_floor_preparation",
+ "solid_floor_vapour_barrier",
+ "solid_floor_redecoration",
+ "ewi_wall_demolition",
+ "ewi_wall_preparation",
+ "ewi_wall_redecoration",
+ "low_energy_lighting_installation",
+ "flat_roof_preparation",
+ "flat_roof_vapour_barrier",
+ "flat_roof_waterproofing",
+ "windows_glazing",
+ "secondary_glazing",
+ "double_glazing",
+ "trickle_vent",
+ "door_undercut",
+ "solar_pv",
+ "solar_battery",
+ "scaffolding",
+ "high_heat_retention_storage_heaters",
+ "air_source_heat_pump",
+ "boiler_upgrade",
+ "roomstat_programmer_trvs",
+ "time_temperature_zone_control",
+ "sealing_fireplace"
+ ]
+ },
+ "public.r_value_unit": {
+ "name": "r_value_unit",
+ "schema": "public",
+ "values": [
+ "square_meter_kelvin_per_watt"
+ ]
+ },
+ "public.size_unit": {
+ "name": "size_unit",
+ "schema": "public",
+ "values": [
+ "kWp",
+ "kW",
+ "watt",
+ "storey"
+ ]
+ },
+ "public.thermal_conductivity_unit": {
+ "name": "thermal_conductivity_unit",
+ "schema": "public",
+ "values": [
+ "watt_per_meter_kelvin"
+ ]
+ },
+ "public.goal": {
+ "name": "goal",
+ "schema": "public",
+ "values": [
+ "Valuation Improvement",
+ "Increasing EPC",
+ "Reducing CO2 emissions",
+ "Energy Savings",
+ "None"
+ ]
+ },
+ "public.portfolio_capability": {
+ "name": "portfolio_capability",
+ "schema": "public",
+ "values": [
+ "approver",
+ "contractor"
+ ]
+ },
+ "public.role": {
+ "name": "role",
+ "schema": "public",
+ "values": [
+ "creator",
+ "admin",
+ "read",
+ "write"
+ ]
+ },
+ "public.status": {
+ "name": "status",
+ "schema": "public",
+ "values": [
+ "scoping",
+ "survey",
+ "assessment",
+ "tendering",
+ "project underway",
+ "completion; status: on track",
+ "completion; status: delayed",
+ "completion; status: at risk",
+ "completion; status: completed",
+ "needs review"
+ ]
+ },
+ "public.energy_element_type": {
+ "name": "energy_element_type",
+ "schema": "public",
+ "values": [
+ "roof",
+ "wall",
+ "floor",
+ "main_heating",
+ "window",
+ "lighting",
+ "hot_water",
+ "secondary_heating",
+ "main_heating_controls"
+ ]
+ },
+ "public.epc": {
+ "name": "epc",
+ "schema": "public",
+ "values": [
+ "A",
+ "B",
+ "C",
+ "D",
+ "E",
+ "F",
+ "G"
+ ]
+ },
+ "public.creation_status": {
+ "name": "creation_status",
+ "schema": "public",
+ "values": [
+ "LOADING",
+ "READY",
+ "ERROR"
+ ]
+ },
+ "public.housing_type": {
+ "name": "housing_type",
+ "schema": "public",
+ "values": [
+ "Private",
+ "Social"
+ ]
+ },
+ "public.measure_type": {
+ "name": "measure_type",
+ "schema": "public",
+ "values": [
+ "air_source_heat_pump",
+ "boiler_upgrade",
+ "high_heat_retention_storage_heaters",
+ "secondary_heating",
+ "roomstat_programmer_trvs",
+ "time_temperature_zone_control",
+ "cylinder_thermostat",
+ "cavity_wall_insulation",
+ "extension_cavity_wall_insulation",
+ "external_wall_insulation",
+ "internal_wall_insulation",
+ "loft_insulation",
+ "flat_roof_insulation",
+ "room_roof_insulation",
+ "solid_floor_insulation",
+ "suspended_floor_insulation",
+ "double_glazing",
+ "secondary_glazing",
+ "draught_proofing",
+ "mechanical_ventilation",
+ "low_energy_lighting",
+ "solar_pv",
+ "hot_water_tank_insulation",
+ "sealing_open_fireplace"
+ ]
+ },
+ "public.plan_type": {
+ "name": "plan_type",
+ "schema": "public",
+ "values": [
+ "solar_eco4",
+ "solar_hhrsh_eco4",
+ "empty_cavity_eco",
+ "partial_cavity_eco",
+ "extraction_eco"
+ ]
+ },
+ "public.unit_quantity": {
+ "name": "unit_quantity",
+ "schema": "public",
+ "values": [
+ "m2",
+ "part",
+ "kwp"
+ ]
+ },
+ "public.scenario_type": {
+ "name": "scenario_type",
+ "schema": "public",
+ "values": [
+ "unit",
+ "building"
+ ]
+ },
+ "public.source": {
+ "name": "source",
+ "schema": "public",
+ "values": [
+ "portfolio_id",
+ "hubspot_deal_id"
+ ]
+ },
+ "public.file_source": {
+ "name": "file_source",
+ "schema": "public",
+ "values": [
+ "pas hub",
+ "sharepoint",
+ "hubspot",
+ "ecmk",
+ "contractor",
+ "magic_plan",
+ "coordination_hub"
+ ]
+ },
+ "public.file_type": {
+ "name": "file_type",
+ "schema": "public",
+ "values": [
+ "photo_pack",
+ "site_note",
+ "rd_sap_site_note",
+ "pas_2023_ventilation",
+ "pas_2023_condition",
+ "pas_significance",
+ "par_photo_pack",
+ "pas_2023_property",
+ "pas_2023_occupancy",
+ "ecmk_site_note",
+ "ecmk_rd_sap_site_note",
+ "ecmk_survey_xml",
+ "pre_photo",
+ "mid_photo",
+ "post_photo",
+ "loft_hatch_photo",
+ "dmev_photos",
+ "door_undercut_photos",
+ "trickle_vent_photos",
+ "pre_installation_building_inspection",
+ "point_of_work_risk_assessment",
+ "claim_of_compliance",
+ "mcs_compliance_certificate",
+ "certificate_of_conformity",
+ "minor_works_electrical_certificate",
+ "trustmark_licence_numbers",
+ "operative_competency",
+ "ventilation_assessment_checklist",
+ "anemometer_readings",
+ "commissioning_records",
+ "part_f_ventilation_document",
+ "handover_pack",
+ "insurance_guarantee",
+ "workmanship_warranty",
+ "g98_notification",
+ "installer_qualifications",
+ "installer_feedback",
+ "contractor_other",
+ "magic_plan_json",
+ "improvement_option_evaluation",
+ "medium_term_improvement_plan",
+ "retrofit_design_doc"
+ ]
+ },
+ "public.user_defined_deal_measure_source": {
+ "name": "user_defined_deal_measure_source",
+ "schema": "public",
+ "values": [
+ "instructed",
+ "pibi_ordered"
+ ]
+ },
+ "public.user_profiles_property_count": {
+ "name": "user_profiles_property_count",
+ "schema": "public",
+ "values": [
+ "1",
+ "2–5",
+ "6–20",
+ "21+",
+ "1–50",
+ "51–100",
+ "101–300",
+ "301–1000",
+ "1000+"
+ ]
+ },
+ "public.user_profiles_referral_source": {
+ "name": "user_profiles_referral_source",
+ "schema": "public",
+ "values": [
+ "search",
+ "social_media",
+ "NRLA",
+ "partner",
+ "word_of_mouth",
+ "other"
+ ]
+ },
+ "public.user_profiles_user_type": {
+ "name": "user_profiles_user_type",
+ "schema": "public",
+ "values": [
+ "private_landlord",
+ "private_tenant",
+ "social_landlord",
+ "social_tenant",
+ "homeowner",
+ "other"
+ ]
+ }
+ },
+ "schemas": {},
+ "sequences": {},
+ "roles": {},
+ "policies": {},
+ "views": {},
+ "_meta": {
+ "columns": {},
+ "schemas": {},
+ "tables": {}
+ }
+}
\ No newline at end of file
diff --git a/src/app/db/migrations/meta/_journal.json b/src/app/db/migrations/meta/_journal.json
index 3fc3f2f..ae83ab6 100644
--- a/src/app/db/migrations/meta/_journal.json
+++ b/src/app/db/migrations/meta/_journal.json
@@ -1506,6 +1506,20 @@
"when": 1779969672088,
"tag": "0214_superb_maelstrom",
"breakpoints": true
+ },
+ {
+ "idx": 215,
+ "version": "7",
+ "when": 1779991310301,
+ "tag": "0215_invert_column_mapping",
+ "breakpoints": true
+ },
+ {
+ "idx": 216,
+ "version": "7",
+ "when": 1779992128370,
+ "tag": "0216_add_subtask_service",
+ "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 1a65110..3d2e97c 100644
--- a/src/app/db/schema/crm/hubspot_deal_table.ts
+++ b/src/app/db/schema/crm/hubspot_deal_table.ts
@@ -47,7 +47,7 @@ export const hubspotDealData = pgTable("hubspot_deal_data", {
expectedCommencementDate: timestamp("expected_commencement_date", { precision: 6, withTimezone: true }),
coordination_comments: text("coordination_comments"),
surveyor: text("surveyor"),
- damnpMouldAndRepairComments: text("damp_mould_and_repairs_comments"),
+ dampMouldAndRepairComments: text("damp_mould_and_repairs_comments"),
batch: text("batch"),
batchDescription: text("batch_description"),
blockReference: text("block_reference"),
diff --git a/src/app/db/schema/tasks/subtask.ts b/src/app/db/schema/tasks/subtask.ts
index 0db10f0..0d65377 100644
--- a/src/app/db/schema/tasks/subtask.ts
+++ b/src/app/db/schema/tasks/subtask.ts
@@ -14,6 +14,10 @@ export const subTasks = pgTable("sub_task", {
status: text("status").notNull().default("In Progress"),
+ // Which pipeline this subtask belongs to, e.g. "address2uprn" or
+ // "landlord_description_overrides". NULL = legacy / address. See ADR-0003.
+ service: text("service"),
+
inputs: text("inputs"), // could later change to JSONB if desired
outputs: text("outputs"),
cloudLogsURL: text("cloud_logs_url"),
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 6479501..b41971b 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 SurveyedResultsPieChart from "./SurveyedResultsPieChart";
import DampMouldRiskPanel from "./DampMouldRiskPanel";
import CompletionTrendsChart from "./CompletionTrendsChart";
import SurveyIssuesPanel from "./SurveyIssuesPanel";
+import ExcludedFromPipelinePanel from "./ExcludedFromPipelinePanel";
import GroupFilter, { type GroupNode } from "./GroupFilter";
import { STAGE_COLORS, STAGE_ORDER } from "./types";
import type {
@@ -429,6 +429,12 @@ export default function AnalyticsView({
deals={currentProject.allDeals}
onOpenTable={onOpenTable}
/>
+
+ {/* Row 7: Excluded from Pipeline (Removed from Bookings / Removed from Program) */}
+
);
}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DampMouldRiskPanel.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DampMouldRiskPanel.tsx
index ffebcd4..e3667c2 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DampMouldRiskPanel.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DampMouldRiskPanel.tsx
@@ -106,6 +106,7 @@ export default function DampMouldRiskPanel({
const surveyColumns: (keyof ClassifiedDeal)[] = [
"dealname",
"landlordPropertyId",
+ "dampMouldFlag",
"majorConditionIssueDescription",
"majorConditionIssuePhotosS3",
];
@@ -113,6 +114,7 @@ export default function DampMouldRiskPanel({
const surveyLabels: Partial> = {
dealname: "Address",
landlordPropertyId: "Property Ref",
+ dampMouldFlag: "Damp & Mould",
majorConditionIssueDescription: "Surveyor Notes",
majorConditionIssuePhotosS3: "Photo Evidence",
};
@@ -128,7 +130,7 @@ export default function DampMouldRiskPanel({
const coordLabels: Partial> = {
dealname: "Address",
landlordPropertyId: "Property Ref",
- dampMouldFlag: "Coordinator Flag",
+ dampMouldFlag: "Damp & Mould",
dampMouldAndRepairComments: "Comments",
coordinator: "Coordinator",
};
@@ -147,7 +149,7 @@ export default function DampMouldRiskPanel({
- Awaab's Law — Damp & Mould Risk
+ Awaab's Law — Damp, Mould & Other Condition Issues
Comparison of flags raised at survey vs coordination stage
@@ -161,7 +163,7 @@ export default function DampMouldRiskPanel({
- No damp or mould flags recorded for this project.
+ No condition issues recorded for this project.
) : (
@@ -176,7 +178,7 @@ export default function DampMouldRiskPanel({
color="red"
onClick={() =>
onOpenTable(
- "Damp & Mould — Survey Stage Flags",
+ "Condition Issues — Survey Stage",
risk.surveyFlagDeals,
surveyColumns,
surveyLabels
@@ -192,7 +194,7 @@ export default function DampMouldRiskPanel({
color="red"
onClick={() =>
onOpenTable(
- "Damp & Mould — Coordination Stage Flags",
+ "Condition Issues — Coordination Stage",
risk.coordinatorFlagDeals,
coordColumns,
coordLabels
@@ -210,7 +212,7 @@ export default function DampMouldRiskPanel({
{risk.coordinatorFlagCount - risk.surveyFlagCount} additional{" "}
{risk.coordinatorFlagCount - risk.surveyFlagCount === 1 ? "property was" : "properties were"}{" "}
- flagged for damp & mould at the coordination stage that{" "}
+ flagged with condition issues 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/DrillDownTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DrillDownTable.tsx
index 7adf28e..38a05ce 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DrillDownTable.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/DrillDownTable.tsx
@@ -22,9 +22,98 @@ import {
TableRow,
} from "@/app/shadcn_components/ui/table";
import { Input } from "@/app/shadcn_components/ui/input";
-import { Search, Download, ChevronLeft, ChevronRight } from "lucide-react";
+import {
+ Popover,
+ PopoverContent,
+ PopoverTrigger,
+} from "@/app/shadcn_components/ui/popover";
+import { Search, Download, ChevronLeft, ChevronRight, ChevronDown } from "lucide-react";
import type { ClassifiedDeal, HubspotDeal } from "./types";
+const NO_COMMENT_PLACEHOLDER =
+ "Damp & mould discovered — no note from coordinator";
+const COMMENT_PREVIEW_LIMIT = 60;
+
+function DampMouldBadgeCell({ value }: { value: unknown }) {
+ const isYes =
+ typeof value === "string" && value.trim().toLowerCase() === "yes";
+
+ if (!isYes) return null;
+
+ return (
+
+ Damp & Mould
+
+ );
+}
+
+function RemovalFlagChip({ label, tooltip }: { label: string; tooltip: string }) {
+ return (
+
+ {label}
+
+ );
+}
+
+function DealNameCell({ deal }: { deal: ClassifiedDeal }) {
+ const name = deal.dealname;
+ const isRemovedFromProgram = deal.batch === "Removed from Program";
+
+ return (
+
+
+ {name ?? —}
+
+ {isRemovedFromProgram && (
+
+ )}
+
+ );
+}
+
+function DampMouldCommentCell({ value }: { value: unknown }) {
+ const comment = typeof value === "string" ? value.trim() : "";
+
+ if (!comment) {
+ return (
+
+ {NO_COMMENT_PLACEHOLDER}
+
+ );
+ }
+
+ const preview =
+ comment.length > COMMENT_PREVIEW_LIMIT
+ ? comment.slice(0, COMMENT_PREVIEW_LIMIT).trimEnd() + "…"
+ : comment;
+
+ return (
+
+
+
+
+
+ {comment}
+
+
+ );
+}
+
interface DrillDownTableProps {
data: ClassifiedDeal[];
columns?: (keyof HubspotDeal)[];
@@ -124,9 +213,18 @@ export default function DrillDownTable({
),
cell: ({ row }) => {
const value = row.original[key as keyof ClassifiedDeal];
+ if (key === "dealname") {
+ return ;
+ }
if (key === "majorConditionIssuePhotosS3") {
return ;
}
+ if (key === "dampMouldAndRepairComments") {
+ return ;
+ }
+ if (key === "dampMouldFlag") {
+ return ;
+ }
return (
{value != null ? String(value) : (
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ExcludedFromPipelinePanel.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ExcludedFromPipelinePanel.tsx
new file mode 100644
index 0000000..8acf838
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/ExcludedFromPipelinePanel.tsx
@@ -0,0 +1,130 @@
+"use client";
+
+import { motion } from "framer-motion";
+import { CircleOff } from "lucide-react";
+import { Card, CardContent } from "@/app/shadcn_components/ui/card";
+import type { ClassifiedDeal } from "./types";
+
+const REMOVED_FROM_BOOKINGS_COLUMNS: (keyof ClassifiedDeal)[] = [
+ "dealname",
+ "landlordPropertyId",
+ "outcomeNotes",
+ "propertyHaltedDate",
+ "propertyHaltedReason",
+];
+const REMOVED_FROM_BOOKINGS_LABELS: Partial> = {
+ dealname: "Address",
+ landlordPropertyId: "Ref",
+ outcomeNotes: "Outcome Notes",
+ propertyHaltedDate: "Halted Date",
+ propertyHaltedReason: "Halted Reason",
+};
+
+const REMOVED_FROM_PROGRAM_COLUMNS: (keyof ClassifiedDeal)[] = [
+ "dealname",
+ "landlordPropertyId",
+ "batchDescription",
+ "coordinator",
+ "propertyHaltedDate",
+ "propertyHaltedReason",
+];
+const REMOVED_FROM_PROGRAM_LABELS: Partial> = {
+ dealname: "Address",
+ landlordPropertyId: "Ref",
+ batchDescription: "Group",
+ coordinator: "Coordinator",
+ propertyHaltedDate: "Halted Date",
+ propertyHaltedReason: "Halted Reason",
+};
+
+interface ExcludedFromPipelinePanelProps {
+ deals: ClassifiedDeal[];
+ onOpenTable: (
+ stage: string,
+ deals: ClassifiedDeal[],
+ columns?: (keyof ClassifiedDeal)[],
+ columnLabels?: Partial>,
+ breakdown?: Record,
+ ) => void;
+}
+
+export default function ExcludedFromPipelinePanel({
+ deals,
+ onOpenTable,
+}: ExcludedFromPipelinePanelProps) {
+ const removedFromBookings = deals.filter(
+ (d) => d.displayStage === "Removed from Bookings",
+ );
+ const removedFromProgram = deals.filter(
+ (d) => d.displayStage === "Removed from Program",
+ );
+
+ if (removedFromBookings.length === 0 && removedFromProgram.length === 0) return null;
+
+ return (
+
+
+
+
+
+ Halted or Removed
+
+
+
+ Properties no longer being progressed — either halted before a survey, or removed from the project entirely.
+
+
+
+ {removedFromBookings.length > 0 && (
+
+ onOpenTable(
+ "Removed from Bookings",
+ removedFromBookings,
+ REMOVED_FROM_BOOKINGS_COLUMNS,
+ REMOVED_FROM_BOOKINGS_LABELS,
+ )
+ }
+ className="group text-left rounded-xl border border-slate-200 bg-gradient-to-br from-slate-50 to-white p-4 hover:border-slate-300 hover:shadow-md transition-all duration-200"
+ >
+
+ Removed from Bookings
+
+
+ {removedFromBookings.length}
+
+
+ Removed from the bookings list before a survey took place
+
+
+ )}
+ {removedFromProgram.length > 0 && (
+
+ onOpenTable(
+ "Removed from Program",
+ removedFromProgram,
+ REMOVED_FROM_PROGRAM_COLUMNS,
+ REMOVED_FROM_PROGRAM_LABELS,
+ )
+ }
+ className="group text-left rounded-xl border border-slate-200 bg-gradient-to-br from-slate-50 to-white p-4 hover:border-slate-300 hover:shadow-md transition-all duration-200"
+ >
+
+ Removed from Program
+
+
+ {removedFromProgram.length}
+
+
+ Removed from the project entirely
+
+
+ )}
+
+
+
+ );
+}
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 dd8b3bf..b8a67a3 100644
Binary files a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx and b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/LiveTracker.tsx differ
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTable.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTable.tsx
index dd90dc4..348a5a1 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTable.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTable.tsx
@@ -37,6 +37,7 @@ import {
} from "@/app/shadcn_components/ui/select";
import { Search, SlidersHorizontal, ChevronLeft, ChevronRight, Download } from "lucide-react";
import { createPropertyTableColumns } from "./PropertyTableColumns";
+import { formatPropertyCsv } from "./propertyCsv";
import { STAGE_ORDER } from "./types";
import type { ClassifiedDeal, DocStatusMap, RemovalStatusByDeal, EffectiveRemovalState } from "./types";
@@ -57,8 +58,10 @@ const COLUMN_LABELS: Record = {
epcSapScore: "EPC SAP Score",
epcSapScorePotential: "EPC SAP (Potential)",
lodgementStatus: "Lodgement Status",
+ surveyedDate: "Surveyed Date",
designDate: "Design Date",
fullLodgementDate: "Lodgement Date",
+ epcPrn: "EPC Certificate Number",
batch: "Group",
batchDescription: "Group Description",
};
@@ -75,41 +78,6 @@ interface PropertyTableProps {
removalStatusByDeal?: RemovalStatusByDeal;
}
-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: "eiScore", label: "EI Score" },
- { key: "eiScorePotential", label: "EI Score (Potential)" },
- { key: "epcSapScore", label: "EPC SAP Score" },
- { key: "epcSapScorePotential", label: "EPC SAP (Potential)" },
- { key: "lodgementStatus", label: "Lodgement Status" },
- { key: "designDate", label: "Design Date" },
- { key: "fullLodgementDate", label: "Lodgement Date" },
- { key: "batch", label: "Group" },
- { key: "batchDescription", label: "Group Description" },
-];
-
-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, portfolioId = "", showDocuments = false, docStatusMap = {}, removalStatusByDeal = {} }: PropertyTableProps) {
const [globalFilter, setGlobalFilter] = useState("");
const [stageFilter, setStageFilter] = useState("all");
@@ -132,8 +100,10 @@ export default function PropertyTable({ data, onOpenDrawer, portfolioId = "", sh
epcSapScore: false,
epcSapScorePotential: false,
lodgementStatus: false,
+ surveyedDate: false,
designDate: false,
fullLodgementDate: false,
+ epcPrn: false,
batch: false,
batchDescription: false,
});
@@ -188,14 +158,8 @@ export default function PropertyTable({ data, onOpenDrawer, portfolioId = "", sh
});
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 rows = table.getFilteredRowModel().rows.map((r) => r.original);
+ const blob = new Blob([formatPropertyCsv(rows)], { type: "text/csv;charset=utf-8;" });
const url = URL.createObjectURL(blob);
const a = document.createElement("a");
a.href = url;
@@ -251,6 +215,8 @@ export default function PropertyTable({ data, onOpenDrawer, portfolioId = "", sh
))}
Queries
+ Removed from Bookings
+ Removed from Program
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 044acc0..b889d63 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/PropertyTableColumns.tsx
@@ -290,6 +290,21 @@ export function createPropertyTableColumns(
),
},
+ // ── Surveyed date ────────────────────────────────────────────────────
+ {
+ accessorKey: "surveyedDate",
+ id: "surveyedDate",
+ header: ({ column }) => ,
+ cell: ({ row }) => {
+ const d = row.original.surveyedDate;
+ return (
+
+ {d ? new Date(d).toLocaleDateString("en-GB", { day: "numeric", month: "short", year: "2-digit" }) : —}
+
+ );
+ },
+ },
+
// ── Design date ──────────────────────────────────────────────────────
{
accessorKey: "designDate",
@@ -320,6 +335,18 @@ export function createPropertyTableColumns(
},
},
+ // ── EPC certificate number ───────────────────────────────────────────
+ {
+ accessorKey: "epcPrn",
+ id: "epcPrn",
+ header: ({ column }) => ,
+ cell: ({ row }) => (
+
+ {row.original.epcPrn ?? —}
+
+ ),
+ },
+
// ── Group ────────────────────────────────────────────────────────────
{
accessorKey: "batch",
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 65cc8ab..9186f1a 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyIssuesPanel.tsx
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyIssuesPanel.tsx
@@ -4,8 +4,7 @@ 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", "EPC Completed"]);
+import { SUCCESSFUL_SURVEY_OUTCOMES } from "./types";
const COLUMNS: (keyof ClassifiedDeal)[] = [
"dealname",
@@ -35,9 +34,14 @@ export default function SurveyIssuesPanel({
deals,
onOpenTable,
}: SurveyIssuesPanelProps) {
- // Filter to deals with a populated outcome that is not a success
+ // Deals with a non-successful outcome that are still in the active pipeline.
+ // DNB-overridden rows are classified as "Removed from Bookings" and surfaced
+ // in the Halted or Removed panel instead — exclude them here to avoid double-counting.
const issueDeals = deals.filter(
- (d) => d.outcome && !SUCCESSFUL_OUTCOMES.has(d.outcome),
+ (d) =>
+ d.outcome &&
+ !SUCCESSFUL_SURVEY_OUTCOMES.has(d.outcome) &&
+ d.displayStage !== "Removed from Bookings",
);
if (issueDeals.length === 0) return null;
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyedResultsPieChart.tsx b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyedResultsPieChart.tsx
deleted file mode 100644
index f1e46f3..0000000
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/SurveyedResultsPieChart.tsx
+++ /dev/null
@@ -1,145 +0,0 @@
-"use client";
-
-import { DonutChart, Card, Title } from "@tremor/react";
-import { useState } from "react";
-import type { OutcomeSlice, ClassifiedDeal } from "./types";
-
-interface SurveyedPieChartProps {
- slices: OutcomeSlice[];
- dealsByOutcome: Record;
- onOpenTable?: (outcome: string, filteredDeals: ClassifiedDeal[]) => void;
-}
-
-export default function SurveyedResultsPieChart({
- slices,
- dealsByOutcome,
- onOpenTable,
-}: SurveyedPieChartProps) {
- const colors = [
- "indigo-600",
- "indigo-400",
- "blue-300",
- "amber-400",
- "amber-200",
- "slate-400",
- "gray-300",
- "gray-100",
- "gray-200",
- ];
-
- 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 (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 */}
-
-
- Survey Performance
-
-
- Click a segment or label to view filtered properties
-
-
-
- {/* Donut Chart (Centered) */}
-
-
`${n.toLocaleString()}`}
- colors={colors}
- onValueChange={handleClick}
- showLabel={false}
- className="w-64 h-64 cursor-pointer"
- customTooltip={({ payload }) => {
- const item = payload?.[0]?.payload;
- if (!item) return null;
- const { name, amount } = item;
- return (
-
-
-
- {name}
-
-
- {amount.toLocaleString()}
-
-
-
- );
- }}
- />
- {slices.length > 0 && (
-
-
- {slices.reduce((a, b) => a + b.amount, 0)}
-
-
- )}
-
-
- {/* Legend (Clean Grid Layout) */}
-
- {slices.map((slice, idx) => (
-
- ))}
-
-
- );
-}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/page.test.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/page.test.ts
index f4fa001..c8bf7a1 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/page.test.ts
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/[dealId]/page.test.ts
@@ -162,10 +162,11 @@ const mockDealRow = {
majorConditionIssuePhotosS3: null,
coordinationStatus: null,
designStatus: null,
+ bookingStatus: null,
pashubLink: null,
sharepointLink: null,
dampmouldGrowth: null,
- damnpMouldAndRepairComments: null,
+ dampMouldAndRepairComments: null,
preSap: null,
mtpCompletionDate: null,
mtpReModelCompletionDate: null,
@@ -187,6 +188,7 @@ const mockDealRow = {
eiScorePotential: null,
epcSapScore: null,
epcSapScorePotential: null,
+ epcPrn: null,
surveyType: null,
measuresForPibiOrdered: null,
pibiOrderDate: null,
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/dealQuery.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/dealQuery.ts
index bf34ff9..0532ab3 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/dealQuery.ts
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/dealQuery.ts
@@ -31,10 +31,11 @@ export function mapDbRowToHubspotDeal(row: DealRow): HubspotDeal {
majorConditionIssuePhotosS3: d.majorConditionIssuePhotosS3,
coordinationStatus: d.coordinationStatus,
designStatus: d.designStatus,
+ bookingStatus: d.bookingStatus,
pashubLink: d.pashubLink,
sharepointLink: d.sharepointLink,
dampMouldFlag: d.dampmouldGrowth,
- dampMouldAndRepairComments: d.damnpMouldAndRepairComments,
+ dampMouldAndRepairComments: d.dampMouldAndRepairComments,
preSapScore: d.preSap,
coordinator: row.coordinator,
ioeV1Date: d.mtpCompletionDate,
@@ -58,6 +59,7 @@ export function mapDbRowToHubspotDeal(row: DealRow): HubspotDeal {
eiScorePotential: d.eiScorePotential,
epcSapScore: d.epcSapScore,
epcSapScorePotential: d.epcSapScorePotential,
+ epcPrn: d.epcPrn,
surveyType: d.surveyType,
measuresForPibiOrdered: d.measuresForPibiOrdered,
pibiOrderDate: d.pibiOrderDate,
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/docStatus.test.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/docStatus.test.ts
index 38c1490..029e411 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/docStatus.test.ts
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/docStatus.test.ts
@@ -20,6 +20,7 @@ function makeDeal(overrides: Partial = {}): HubspotDeal {
majorConditionIssuePhotosS3: null,
coordinationStatus: null,
designStatus: null,
+ bookingStatus: null,
pashubLink: null,
sharepointLink: null,
dampMouldFlag: null,
@@ -47,6 +48,7 @@ function makeDeal(overrides: Partial = {}): HubspotDeal {
eiScorePotential: null,
epcSapScore: null,
epcSapScorePotential: null,
+ epcPrn: null,
surveyType: null,
measuresForPibiOrdered: null,
pibiOrderDate: null,
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/measureFilters.test.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/measureFilters.test.ts
index 9398b9a..9166e8b 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/measureFilters.test.ts
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/measureFilters.test.ts
@@ -19,6 +19,7 @@ function makeDeal(overrides: Partial = {}): ClassifiedDeal {
majorConditionIssuePhotosS3: null,
coordinationStatus: null,
designStatus: null,
+ bookingStatus: null,
pashubLink: null,
sharepointLink: null,
dampMouldFlag: null,
@@ -46,6 +47,7 @@ function makeDeal(overrides: Partial = {}): ClassifiedDeal {
eiScorePotential: null,
epcSapScore: null,
epcSapScorePotential: null,
+ epcPrn: null,
surveyType: null,
measuresForPibiOrdered: null,
pibiOrderDate: null,
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/propertyCsv.test.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/propertyCsv.test.ts
new file mode 100644
index 0000000..da315e1
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/propertyCsv.test.ts
@@ -0,0 +1,116 @@
+import { describe, it, expect } from "vitest";
+import { formatPropertyCsv, PROPERTY_CSV_FIELDS } from "./propertyCsv";
+import type { ClassifiedDeal, HubspotDeal } from "./types";
+
+function makeDeal(overrides: Partial = {}): HubspotDeal {
+ return {
+ id: "1",
+ dealId: "deal-1",
+ dealname: "Test Property",
+ dealstage: null,
+ companyId: null,
+ projectCode: null,
+ landlordPropertyId: null,
+ uprn: null,
+ outcome: null,
+ outcomeNotes: null,
+ majorConditionIssueDescription: null,
+ majorConditionIssuePhotos: null,
+ majorConditionIssuePhotosS3: null,
+ coordinationStatus: null,
+ designStatus: null,
+ bookingStatus: null,
+ pashubLink: null,
+ sharepointLink: null,
+ dampMouldFlag: null,
+ dampMouldAndRepairComments: null,
+ preSapScore: null,
+ coordinator: null,
+ ioeV1Date: null,
+ ioeV2Date: null,
+ ioeV3Date: null,
+ proposedMeasures: null,
+ approvedPackage: null,
+ designer: null,
+ designDate: null,
+ actualMeasuresInstalled: null,
+ installer: null,
+ installerHandover: null,
+ lodgementStatus: null,
+ measuresLodgementDate: null,
+ fullLodgementDate: null,
+ confirmedSurveyDate: null,
+ confirmedSurveyTime: null,
+ surveyedDate: null,
+ designType: null,
+ eiScore: null,
+ eiScorePotential: null,
+ epcSapScore: null,
+ epcSapScorePotential: null,
+ epcPrn: null,
+ surveyType: null,
+ measuresForPibiOrdered: null,
+ pibiOrderDate: null,
+ pibiCompletedDate: null,
+ propertyHaltedDate: null,
+ propertyHaltedReason: null,
+ technicalApprovedMeasuresForInstall: null,
+ domnaSurveyType: null,
+ domnaSurveyDate: null,
+ batch: null,
+ batchDescription: null,
+ createdAt: new Date(),
+ updatedAt: new Date(),
+ ...overrides,
+ };
+}
+
+function makeClassified(overrides: Partial = {}): ClassifiedDeal {
+ return { ...makeDeal(overrides), displayStage: "Scope & Planning", ...overrides };
+}
+
+function headerCells(csv: string): string[] {
+ return csv.split("\n")[0].split(",");
+}
+
+function rowCells(csv: string, rowIndex: number): string[] {
+ return csv.split("\n")[rowIndex + 1].split(",");
+}
+
+describe("formatPropertyCsv", () => {
+ it("includes Surveyed Date and EPC Certificate Number headers, with values for a populated deal", () => {
+ const deal = makeClassified({
+ surveyedDate: new Date("2026-03-15T00:00:00Z"),
+ epcPrn: "1234-5678-9012-3456-7890",
+ });
+
+ const csv = formatPropertyCsv([deal]);
+ const headers = headerCells(csv);
+ const cells = rowCells(csv, 0);
+
+ const surveyedIdx = headers.indexOf("Surveyed Date");
+ const prnIdx = headers.indexOf("EPC Certificate Number");
+
+ expect(surveyedIdx).toBeGreaterThan(-1);
+ expect(prnIdx).toBeGreaterThan(-1);
+ expect(cells[surveyedIdx]).toMatch(/^\d{2}\/\d{2}\/\d{4}$/);
+ expect(cells[prnIdx]).toBe("1234-5678-9012-3456-7890");
+ });
+
+ it("renders null fields as empty cells", () => {
+ const deal = makeClassified({ surveyedDate: null, epcPrn: null });
+
+ const csv = formatPropertyCsv([deal]);
+ const headers = headerCells(csv);
+ const cells = rowCells(csv, 0);
+
+ expect(cells[headers.indexOf("Surveyed Date")]).toBe("");
+ expect(cells[headers.indexOf("EPC Certificate Number")]).toBe("");
+ });
+
+ it("emits header row alone when given no rows", () => {
+ const csv = formatPropertyCsv([]);
+ expect(csv.split("\n")).toHaveLength(1);
+ expect(headerCells(csv)).toEqual(PROPERTY_CSV_FIELDS.map((f) => f.label));
+ });
+});
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/propertyCsv.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/propertyCsv.ts
new file mode 100644
index 0000000..37de646
--- /dev/null
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/propertyCsv.ts
@@ -0,0 +1,52 @@
+import type { ClassifiedDeal } from "./types";
+
+export type PropertyCsvField = { key: keyof ClassifiedDeal; label: string };
+
+export const PROPERTY_CSV_FIELDS: PropertyCsvField[] = [
+ { 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: "eiScore", label: "EI Score" },
+ { key: "eiScorePotential", label: "EI Score (Potential)" },
+ { key: "epcSapScore", label: "EPC SAP Score" },
+ { key: "epcSapScorePotential", label: "EPC SAP (Potential)" },
+ { key: "lodgementStatus", label: "Lodgement Status" },
+ { key: "surveyedDate", label: "Surveyed Date" },
+ { key: "designDate", label: "Design Date" },
+ { key: "fullLodgementDate", label: "Lodgement Date" },
+ { key: "epcPrn", label: "EPC Certificate Number" },
+ { key: "batch", label: "Group" },
+ { key: "batchDescription", label: "Group Description" },
+];
+
+export function escapeCsvCell(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 function formatPropertyCsv(
+ rows: ClassifiedDeal[],
+ fields: PropertyCsvField[] = PROPERTY_CSV_FIELDS,
+): string {
+ const header = fields.map((f) => f.label).join(",");
+ if (rows.length === 0) return header;
+ const body = rows
+ .map((row) => fields.map((f) => escapeCsvCell(row[f.key])).join(","))
+ .join("\n");
+ return header + "\n" + body;
+}
diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.test.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.test.ts
index f8df537..a60db64 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.test.ts
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.test.ts
@@ -5,7 +5,6 @@ import {
computeDampMouldRisk,
computeFunnelStages,
computeProjectProgress,
- computeOutcomeSlices,
computeLiveTrackerData,
} from "./transforms";
import type { HubspotDeal, ClassifiedDeal } from "./types";
@@ -27,6 +26,7 @@ function makeDeal(overrides: Partial = {}): HubspotDeal {
majorConditionIssuePhotosS3: null,
coordinationStatus: null,
designStatus: null,
+ bookingStatus: null,
pashubLink: null,
sharepointLink: null,
dampMouldFlag: null,
@@ -54,6 +54,7 @@ function makeDeal(overrides: Partial = {}): HubspotDeal {
eiScorePotential: null,
epcSapScore: null,
epcSapScorePotential: null,
+ epcPrn: null,
surveyType: null,
measuresForPibiOrdered: null,
pibiOrderDate: null,
@@ -132,6 +133,117 @@ describe("resolveDisplayStage — RA ISSUE override on non-AFTER_ASSESSMENT stag
});
});
+describe("resolveDisplayStage — Removed from Bookings", () => {
+ it("classifies as Removed from Bookings when bookingStatus is Do Not Book and no outcome", () => {
+ expect(
+ resolveDisplayStage(makeDeal({
+ dealstage: "1617223910",
+ bookingStatus: "Do Not Book",
+ outcome: null,
+ }))
+ ).toBe("Removed from Bookings");
+ });
+
+ it("classifies as Removed from Bookings when bookingStatus is Do Not Book and outcome is a non-successful survey outcome", () => {
+ // Tenant Refusal is a non-successful outcome; with DNB the property is removed from bookings,
+ // not lingering in the normal pipeline.
+ expect(
+ resolveDisplayStage(makeDeal({
+ dealstage: "1617223910",
+ bookingStatus: "Do Not Book",
+ outcome: "Tenant Refusal",
+ }))
+ ).toBe("Removed from Bookings");
+ });
+
+ it("falls back to normal stage resolution when bookingStatus is Do Not Book but outcome is Surveyed", () => {
+ // Real survey history overrides DNB — the property stays in the normal pipeline.
+ expect(
+ resolveDisplayStage(makeDeal({
+ dealstage: "1617223910",
+ bookingStatus: "Do Not Book",
+ outcome: "Surveyed",
+ }))
+ ).toBe("Scope & Planning");
+ });
+
+ it("falls back to normal stage resolution when bookingStatus is Do Not Book but outcome is Surveyed - Pending Upload", () => {
+ expect(
+ resolveDisplayStage(makeDeal({
+ dealstage: "1617223910",
+ bookingStatus: "Do Not Book",
+ outcome: "Surveyed - Pending Upload",
+ }))
+ ).toBe("Scope & Planning");
+ });
+
+ it("falls back to normal stage resolution when bookingStatus is Do Not Book but outcome is EPC Completed", () => {
+ expect(
+ resolveDisplayStage(makeDeal({
+ dealstage: "1617223910",
+ bookingStatus: "Do Not Book",
+ outcome: "EPC Completed",
+ }))
+ ).toBe("Scope & Planning");
+ });
+
+ it("classifies as Removed from Bookings for Not Viable + Do Not Book even when the dealstage maps to Queries", () => {
+ // "1887735998" is the Not Viable dealstage, which normally maps to "Queries".
+ // With DNB + a non-successful outcome, Removed from Bookings takes precedence over the Queries mapping.
+ expect(
+ resolveDisplayStage(makeDeal({
+ dealstage: "1887735998",
+ bookingStatus: "Do Not Book",
+ outcome: "Not Viable",
+ }))
+ ).toBe("Removed from Bookings");
+ });
+
+ it("does not classify as Removed from Bookings when an outcome is set but bookingStatus is null", () => {
+ expect(
+ resolveDisplayStage(makeDeal({
+ dealstage: "1617223910",
+ bookingStatus: null,
+ outcome: "Surveyed",
+ }))
+ ).toBe("Scope & Planning");
+ });
+});
+
+describe("resolveDisplayStage — Removed from Program", () => {
+ it("classifies as Removed from Program when batch is 'Removed from Program' regardless of dealstage", () => {
+ expect(
+ resolveDisplayStage(makeDeal({
+ dealstage: "1617223913",
+ batch: "Removed from Program",
+ }))
+ ).toBe("Removed from Program");
+ });
+
+ it("Removed from Program takes precedence over Removed from Bookings", () => {
+ expect(
+ resolveDisplayStage(makeDeal({
+ batch: "Removed from Program",
+ bookingStatus: "Do Not Book",
+ outcome: null,
+ }))
+ ).toBe("Removed from Program");
+ });
+});
+
+describe("resolveDisplayStage — precedence between new stages and existing classification", () => {
+ it("Removed from Bookings takes precedence over a Queries dealstage", () => {
+ // "2663668937" is a Queries-mapped dealstage; without Do Not Book it'd resolve to "Queries"
+ expect(
+ resolveDisplayStage(makeDeal({
+ dealstage: "2663668937",
+ bookingStatus: "Do Not Book",
+ outcome: null,
+ }))
+ ).toBe("Removed from Bookings");
+ });
+});
+
describe("resolveDisplayStage — AFTER_ASSESSMENT sub-classification", () => {
const AFTER_ASSESSMENT_STAGE = "3948185842";
@@ -305,6 +417,38 @@ describe("computeDampMouldRisk", () => {
expect(result.coordinatorFlagCount).toBe(2);
});
+ it("ignores a growth flag of 'No' when there is no comment", () => {
+ const deals = [
+ makeClassified({ dampMouldFlag: "No", dampMouldAndRepairComments: null }),
+ makeClassified({ dampMouldFlag: "no", dampMouldAndRepairComments: " " }),
+ ];
+ const result = computeDampMouldRisk(deals);
+ expect(result.coordinatorFlagCount).toBe(0);
+ });
+
+ it("treats a 'yes' growth flag case-insensitively, ignoring whitespace", () => {
+ const deals = [
+ makeClassified({ dampMouldFlag: "yes" }),
+ makeClassified({ dampMouldFlag: " Yes " }),
+ makeClassified({ dampMouldFlag: "YES" }),
+ ];
+ const result = computeDampMouldRisk(deals);
+ expect(result.coordinatorFlagCount).toBe(3);
+ });
+
+ it("counts a deal with a comment but no growth flag as coordinator-flagged", () => {
+ const deals = [
+ makeClassified({
+ dampMouldFlag: null,
+ dampMouldAndRepairComments: "Mould in NE bedroom corner",
+ }),
+ makeClassified({ dampMouldFlag: null, dampMouldAndRepairComments: null }),
+ ];
+ const result = computeDampMouldRisk(deals);
+ expect(result.coordinatorFlagCount).toBe(1);
+ expect(result.coordinatorFlagDeals).toHaveLength(1);
+ });
+
it("counts deals flagged at both stages independently", () => {
const deals = [
makeClassified({ majorConditionIssuePhotosS3: "s3://x", dampMouldFlag: "Yes" }),
@@ -367,6 +511,17 @@ describe("computeFunnelStages", () => {
const funnel = computeFunnelStages([]);
expect(funnel.length).toBe(10); // STAGE_ORDER has 10 entries
});
+
+ it("excludes Removed from Bookings and Removed from Program from counts and percentages", () => {
+ const deals = [
+ makeClassified({ displayStage: "Scope & Planning" }),
+ makeClassified({ displayStage: "Removed from Bookings" }),
+ makeClassified({ displayStage: "Removed from Program" }),
+ ];
+ const funnel = computeFunnelStages(deals);
+ const scopeEntry = funnel.find((f) => f.stage === "Scope & Planning")!;
+ expect(scopeEntry.currentPct).toBe(100); // 1 out of 1 in-pipeline deal
+ });
});
// -----------------------------------------------------------------------
@@ -422,40 +577,16 @@ describe("computeProjectProgress", () => {
const result = computeProjectProgress([makeClassified({ displayStage: "Queries" })]);
expect(result.stageProgress.find((s) => s.stage === "Queries")).toBeUndefined();
});
-});
-// -----------------------------------------------------------------------
-// computeOutcomeSlices
-// -----------------------------------------------------------------------
-
-describe("computeOutcomeSlices", () => {
- it("counts only known SURVEYOR_OUTCOMES values", () => {
+ it("excludes Removed from Bookings and Removed from Program from nonQueryTotal", () => {
const deals = [
- makeClassified({ outcome: "Surveyed" }),
- makeClassified({ outcome: "Surveyed" }),
- makeClassified({ outcome: "UNKNOWN_VALUE" }),
- makeClassified({ outcome: null }),
+ makeClassified({ displayStage: "Scope & Planning" }),
+ makeClassified({ displayStage: "Removed from Bookings" }),
+ makeClassified({ displayStage: "Removed from Program" }),
];
- const slices = computeOutcomeSlices(deals);
- expect(slices).toHaveLength(1);
- expect(slices[0].name).toBe("Surveyed");
- expect(slices[0].amount).toBe(2);
- });
-
- it("computes percentage as a formatted string with one decimal place", () => {
- const deals = [
- makeClassified({ outcome: "Surveyed" }),
- makeClassified({ outcome: "Surveyed" }),
- makeClassified({ outcome: "Other" }),
- makeClassified({ outcome: "Other" }),
- ];
- const slices = computeOutcomeSlices(deals);
- const surveyed = slices.find((s) => s.name === "Surveyed")!;
- expect(surveyed.percentage).toBe("50.0");
- });
-
- it("returns empty array when no deals have matching outcomes", () => {
- expect(computeOutcomeSlices([makeClassified({ outcome: null })])).toEqual([]);
+ const result = computeProjectProgress(deals);
+ expect(result.totalDeals).toBe(3);
+ expect(result.nonQueryTotal).toBe(1);
});
});
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 0223e76..d36cda5 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.ts
@@ -9,7 +9,6 @@ import type {
DisplayStage,
ProjectProgressData,
ProjectData,
- OutcomeSlice,
LiveTrackerProps,
DampMouldRiskData,
@@ -18,10 +17,18 @@ import type {
import {
STAGE_ORDER,
- SURVEYOR_OUTCOMES,
MAJOR_CONDITION_STAGE_ID,
+ SUCCESSFUL_SURVEY_OUTCOMES,
} from "./types";
+// Terminal stages that exit the pipeline by design — excluded from funnel
+// counts and stage-progress denominators.
+const STAGES_EXCLUDED_FROM_PIPELINE: ReadonlySet = new Set([
+ "Queries",
+ "Removed from Bookings",
+ "Removed from Program",
+]);
+
// -----------------------------------------------------------------------
// Stage ID -> raw label mapping
// -----------------------------------------------------------------------
@@ -106,6 +113,17 @@ function resolvePostDesignStage(deal: HubspotDeal): DisplayStage {
// Maps dealstage ID + coordination/design/install status -> DisplayStage
// -----------------------------------------------------------------------
export function resolveDisplayStage(deal: HubspotDeal): DisplayStage {
+ if (deal.batch === "Removed from Program") {
+ return "Removed from Program";
+ }
+
+ if (
+ deal.bookingStatus === "Do Not Book" &&
+ !(deal.outcome && SUCCESSFUL_SURVEY_OUTCOMES.has(deal.outcome))
+ ) {
+ return "Removed from Bookings";
+ }
+
const raw = STAGE_ID_MAP[deal.dealstage ?? ""] ?? "AFTER_ASSESSMENT";
if (raw === "AFTER_ASSESSMENT") {
@@ -145,10 +163,16 @@ export function classifyDeals(deals: HubspotDeal[]): ClassifiedDeal[] {
// -----------------------------------------------------------------------
// Compute damp & mould risk — survey vs coordination stage comparison
// -----------------------------------------------------------------------
+function isCoordinatorFlagged(d: ClassifiedDeal): boolean {
+ const growthIsYes = d.dampMouldFlag?.trim().toLowerCase() === "yes";
+ const hasComment = !!d.dampMouldAndRepairComments?.trim();
+ return growthIsYes || hasComment;
+}
+
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;
+ const coordinatorFlagDeals = deals.filter(isCoordinatorFlagged);
+ const bothFlaggedCount = surveyFlagDeals.filter(isCoordinatorFlagged).length;
return {
surveyFlagCount: surveyFlagDeals.length,
@@ -164,7 +188,7 @@ export function computeDampMouldRisk(deals: ClassifiedDeal[]): DampMouldRiskData
// Compute pipeline funnel — dual counts (current snapshot + cumulative)
// -----------------------------------------------------------------------
export function computeFunnelStages(deals: ClassifiedDeal[]): FunnelStage[] {
- const nonQueryDeals = deals.filter((d) => d.displayStage !== "Queries");
+ const nonQueryDeals = deals.filter((d) => !STAGES_EXCLUDED_FROM_PIPELINE.has(d.displayStage));
const total = nonQueryDeals.length;
return STAGE_ORDER.map((stage) => {
@@ -195,7 +219,7 @@ export function computeProjectProgress(
deals: ClassifiedDeal[]
): ProjectProgressData {
const queriesDeals = deals.filter((d) => d.displayStage === "Queries");
- const nonQueryDeals = deals.filter((d) => d.displayStage !== "Queries");
+ const nonQueryDeals = deals.filter((d) => !STAGES_EXCLUDED_FROM_PIPELINE.has(d.displayStage));
const nonQueryTotal = nonQueryDeals.length;
// Stage counts/percentages (queries excluded from percentage calculation)
@@ -204,7 +228,7 @@ export function computeProjectProgress(
(stageBuckets[deal.displayStage] ??= []).push(deal);
}
- const stageProgress = STAGE_ORDER.filter((s) => s !== "Queries").map(
+ const stageProgress = STAGE_ORDER.filter((s) => !STAGES_EXCLUDED_FROM_PIPELINE.has(s)).map(
(stage) => {
const stageDeals = stageBuckets[stage] ?? [];
return {
@@ -237,34 +261,6 @@ export function computeProjectProgress(
};
}
-// -----------------------------------------------------------------------
-// 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
@@ -287,12 +283,11 @@ export function computeLiveTrackerData(
(grouped[key] ??= []).push(deal);
}
- // For each project group, compute progress data and outcome slices
+ // For each project group, compute progress data
const projects: ProjectData[] = Object.entries(grouped).map(
([projectCode, deals]) => ({
projectCode,
progress: computeProjectProgress(deals),
- outcomePieSlices: computeOutcomeSlices(deals),
allDeals: deals,
})
);
@@ -302,7 +297,6 @@ export function computeLiveTrackerData(
projects.unshift({
projectCode: "__ALL__",
progress: computeProjectProgress(classified),
- outcomePieSlices: computeOutcomeSlices(classified),
allDeals: classified,
});
}
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 ed65920..f53d71a 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/types.ts
@@ -23,6 +23,7 @@ export type HubspotDeal = {
majorConditionIssuePhotosS3: string | null;
coordinationStatus: string | null;
designStatus: string | null;
+ bookingStatus: string | null;
// ── CRM-synced additions ──────────────────────────────────────────────
pashubLink: string | null;
@@ -52,6 +53,7 @@ export type HubspotDeal = {
eiScorePotential: string | null;
epcSapScore: string | null;
epcSapScorePotential: string | null;
+ epcPrn: string | null;
// ── New per-deal workflow fields (issue #249 slice) ────────────────────
surveyType: string | null;
@@ -88,6 +90,8 @@ export type DisplayStage =
| "At Post Survey"
| "Project Complete"
| "Queries"
+ | "Removed from Bookings"
+ | "Removed from Program"
| "Unknown Stage";
// -----------------------------------------------------------------------
@@ -145,22 +149,12 @@ export type ProjectProgressData = {
funnelStages: FunnelStage[];
};
-// -----------------------------------------------------------------------
-// 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
};
@@ -322,6 +316,14 @@ export const SURVEYOR_OUTCOMES = [
export type SurveyorOutcome = (typeof SURVEYOR_OUTCOMES)[number];
+// Outcomes that represent real completed survey history. Take precedence over
+// a "Do Not Book" booking status — the property stays in the normal pipeline.
+export const SUCCESSFUL_SURVEY_OUTCOMES: ReadonlySet = new Set([
+ "Surveyed",
+ "Surveyed - Pending Upload",
+ "EPC Completed",
+]);
+
export const MAJOR_CONDITION_STAGE_ID = "3061261536" as const;
// Order of stages for grouping/display (queries excluded from this list)
@@ -411,6 +413,18 @@ export const STAGE_COLORS: Record<
border: "border-red-200",
dot: "bg-red-400",
},
+ "Removed from Bookings": {
+ bg: "bg-slate-50",
+ text: "text-slate-600",
+ border: "border-slate-200",
+ dot: "bg-slate-400",
+ },
+ "Removed from Program": {
+ bg: "bg-slate-100",
+ text: "text-slate-700",
+ border: "border-slate-300",
+ dot: "bg-slate-500",
+ },
"Unknown Stage": {
bg: "bg-gray-50",
text: "text-gray-500",
diff --git a/src/app/shadcn_components/ui/popover.tsx b/src/app/shadcn_components/ui/popover.tsx
new file mode 100644
index 0000000..3a99108
--- /dev/null
+++ b/src/app/shadcn_components/ui/popover.tsx
@@ -0,0 +1,31 @@
+"use client"
+
+import * as React from "react"
+import * as PopoverPrimitive from "@radix-ui/react-popover"
+
+import { cn } from "@/lib/utils"
+
+const Popover = PopoverPrimitive.Root
+
+const PopoverTrigger = PopoverPrimitive.Trigger
+
+const PopoverContent = React.forwardRef<
+ React.ElementRef,
+ React.ComponentPropsWithoutRef
+>(({ className, align = "center", sideOffset = 4, ...props }, ref) => (
+
+
+
+))
+PopoverContent.displayName = PopoverPrimitive.Content.displayName
+
+export { Popover, PopoverTrigger, PopoverContent }